 谷歌AGOOGL |
| 5.43% | 5.06% | $2.25亿 | 63.0万股 | $1.88亿 | 65.3万股 | -2.2万股-3.44% | 减仓 |
 台积电TSM |
| 4.43% | 3.57% | $1.84亿 | 38.5万股 | $1.32亿 | 39.2万股 | -6,266股-1.60% | 减仓 |
 LIGAND PHARMACEUTICALSLGND |
| 4.21% | 3.02% | $1.75亿 | 55.3万股 | $1.12亿 | 56.2万股 | -8,240股-1.47% | 减仓 |
 亚马逊AMZN |
| 4.19% | 4.14% | $1.74亿 | 73.1万股 | $1.53亿 | 73.7万股 | -6,114股-0.83% | 减仓 |
 英伟达NVDA |
| 3.77% | 3.69% | $1.57亿 | 78.3万股 | $1.37亿 | 78.4万股 | -681股-0.09% | 减仓 |
 Meta平台META |
| 3.74% | 4.38% | $1.55亿 | 27.6万股 | $1.62亿 | 28.4万股 | -8,257股-2.91% | 减仓 |
 VisaV |
| 3.28% | 3.25% | $1.36亿 | 39.7万股 | $1.21亿 | 39.9万股 | -1,777股-0.45% | 减仓 |
 阿斯麦ASML |
| 3.06% | 2.32% | $1.27亿 | 6.4万股 | $8,607.3万 | 6.5万股 | -1,285股-1.97% | 减仓 |
 苹果AAPL |
| 3.06% | 3.1% | $1.27亿 | 43.9万股 | $1.15亿 | 45.3万股 | -1.4万股-3.11% | 减仓 |
 礼来LLY |
| 2.52% | 2.17% | $1.05亿 | 8.7万股 | $8,055.5万 | 8.8万股 | -228股-0.26% | 减仓 |
 VertivVRT |
| 2.43% | 2.49% | $1.01亿 | 30.1万股 | $9,245.6万 | 36.9万股 | -6.8万股-18.46% | 减仓 |
 微软MSFT |
| 2.37% | 3.06% | $9,832.3万 | 26.4万股 | $1.14亿 | 30.7万股 | -4.3万股-14.06% | 减仓 |
 Bloom EnergyBE |
| 2.29% | 1.14% | $9,494.2万 | 31.4万股 | $4,237.7万 | 31.3万股 | +879股+0.28% | 加仓 |
 优步UBER |
| 2.11% | 2.55% | $8,760.9万 | 121.4万股 | $9,443.4万 | 131.3万股 | -9.9万股-7.52% | 减仓 |
 万事达MA |
| 1.82% | 2% | $7,573.4万 | 14.7万股 | $7,418.5万 | 14.8万股 | -1,014股-0.68% | 减仓 |
 AMD超威AMD |
| 1.78% | 0.68% | $7,410.6万 | 12.8万股 | $2,527.7万 | 12.4万股 | +3,313股+2.67% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.72% | 2.47% | $7,132.3万 | 57.9万股 | $9,160.8万 | 58.2万股 | -3,108股-0.53% | 减仓 |
 TransDigmTDG |
| 1.7% | 1.66% | $7,071.0万 | 5.3万股 | $6,139.8万 | 5.3万股 | +107股+0.20% | 加仓 |
 PROGRESSIVEPGR |
| 1.56% | 1.66% | $6,480.9万 | 29.7万股 | $6,145.8万 | 31.0万股 | -1.3万股-4.30% | 减仓 |
 史赛克SYK |
| 1.51% | 1.78% | $6,252.2万 | 19.9万股 | $6,599.4万 | 20.1万股 | -2,258股-1.12% | 减仓 |
 BURLINGTON STORES COMBURL |
| 1.5% | 1.68% | $6,215.4万 | 19.6万股 | $6,218.1万 | 19.1万股 | +5,090股+2.66% | 加仓 |
 希捷STX |
| 1.49% | 0.48% | $6,205.7万 | 6.4万股 | $1,770.2万 | 4.5万股 | +1.9万股+42.32% | 加仓 |
 德康医疗DXCM |
| 1.41% | 1.25% | $5,839.3万 | 86.7万股 | $4,632.3万 | 73.8万股 | +12.9万股+17.54% | 加仓 |
| LLITHIA MTRSLAD |
| 1.37% | 1.39% | $5,671.2万 | 19.5万股 | $5,139.9万 | 20.6万股 | -1.1万股-5.15% | 减仓 |
 QUANTA SVCSPWR |
| 1.33% | 1.11% | $5,539.2万 | 7.7万股 | $4,108.8万 | 7.5万股 | +2,089股+2.79% | 加仓 |
 好市多COST |
| 1.3% | 1.57% | $5,389.6万 | 5.8万股 | $5,830.5万 | 5.9万股 | -901股-1.54% | 减仓 |
 FICOFICO |
| 1.28% | 0.98% | $5,318.3万 | 4.5万股 | $3,639.3万 | 3.4万股 | +1.0万股+30.57% | 加仓 |
 VeevaVEEV |
| 1.24% | 1.4% | $5,167.9万 | 29.1万股 | $5,180.7万 | 29.5万股 | -3,732股-1.27% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 1.14% | — | $4,716.6万 | 25.2万股 | $0 | 0股 | +25.2万股 | 新买入 |
 PROCEPT BIOROBOTICSPRCT |
| 1.13% | 1.46% | $4,681.4万 | 207.3万股 | $5,403.6万 | 216.1万股 | -8.7万股-4.04% | 减仓 |
 摩根大通JPM |
| 1.1% | 1.1% | $4,555.5万 | 13.9万股 | $4,087.6万 | 13.9万股 | +214股+0.15% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.02% | 0.43% | $4,235.8万 | 9.8万股 | $1,597.0万 | 9.7万股 | +872股+0.90% | 加仓 |
 NETFLIXNFLX |
| 0.97% | 1.49% | $4,030.7万 | 56.5万股 | $5,514.2万 | 57.4万股 | -8,981股-1.57% | 减仓 |
| CCARVANA CL ACVNA |
| 0.96% | 0.06% | $3,987.1万 | 60.6万股 | $233.9万 | 7,441股 | +59.8万股+8,040.80% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.94% | 1.17% | $3,911.3万 | 7.4万股 | $4,347.9万 | 7.7万股 | -3,084股-3.99% | 减仓 |
 InsuletPODD |
| 0.89% | 1.14% | $3,681.5万 | 24.2万股 | $4,243.9万 | 20.2万股 | +4.0万股+19.56% | 加仓 |
 KORNIT DIGITALKRNT |
| 0.83% | 0.97% | $3,462.7万 | 213.1万股 | $3,604.6万 | 245.9万股 | -32.8万股-13.34% | 减仓 |
 ServiceNowNOW |
| 0.83% | 1.19% | $3,438.8万 | 34.6万股 | $4,423.0万 | 42.3万股 | -7.7万股-18.12% | 减仓 |
 安费诺APH |
| 0.73% | 0.57% | $3,024.4万 | 17.2万股 | $2,120.8万 | 16.8万股 | +3,675股+2.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.67% | $2,966.6万 | 8.4万股 | $2,503.0万 | 8.7万股 | -3,295股-3.78% | 减仓 |
 伊顿ETN |
| 0.7% | 0.64% | $2,903.2万 | 6.8万股 | $2,388.1万 | 6.7万股 | +1,361股+2.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.66% | 0.73% | $2,741.5万 | 5.5万股 | $2,725.5万 | 5.7万股 | -2,089股-3.67% | 减仓 |
 帕兰提尔PLTR |
| 0.54% | 0.82% | $2,228.3万 | 19.1万股 | $3,033.7万 | 20.7万股 | -1.6万股-7.91% | 减仓 |
 LOWES COS COMLOW |
| 0.51% | 0.61% | $2,097.8万 | 9.5万股 | $2,264.2万 | 9.6万股 | -687股-0.72% | 减仓 |
 VistraVST |
| 0.39% | 0.39% | $1,605.0万 | 10.1万股 | $1,452.9万 | 9.7万股 | +4,535股+4.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.39% | $1,577.9万 | 2.1万股 | $1,454.2万 | 2.2万股 | -1,231股-5.51% | 减仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.35% | $1,537.5万 | 2.1万股 | $1,297.5万 | 2.0万股 | +668股+3.36% | 加仓 |
 CoStarCSGP |
| 0.36% | 1.15% | $1,492.3万 | 52.7万股 | $4,258.4万 | 105.6万股 | -52.9万股-50.08% | 减仓 |
 强生JNJ |
| 0.34% | 0.38% | $1,426.6万 | 5.6万股 | $1,414.0万 | 5.8万股 | -1,673股-2.89% | 减仓 |
 博通AVGO |
| 0.33% | 0.3% | $1,382.2万 | 3.7万股 | $1,120.7万 | 3.6万股 | +380股+1.05% | 加仓 |
