 台积电TSM |
| 9.19% | 7.79% | $1.41亿 | 29.6万股 | $9,689.9万 | 28.7万股 | +9,536股+3.33% | 加仓 |
 谷歌AGOOGL |
| 8.46% | 8.16% | $1.30亿 | 36.5万股 | $1.01亿 | 35.3万股 | +1.2万股+3.32% | 加仓 |
 PALO ALTOPANW |
| 8.21% | 4.63% | $1.26亿 | 37.1万股 | $5,752.0万 | 35.9万股 | +1.2万股+3.34% | 加仓 |
 英伟达NVDA |
| 6.54% | 6.84% | $1.01亿 | 50.4万股 | $8,501.4万 | 48.7万股 | +1.6万股+3.30% | 加仓 |
| SSANDISK COMSNDK |
| 6.07% | 2.03% | $9,347.8万 | 4.1万股 | $2,522.0万 | 4.0万股 | +1,417股+3.57% | 加仓 |
 博通AVGO |
| 5.35% | 5.25% | $8,242.6万 | 21.8万股 | $6,531.7万 | 21.1万股 | +7,170股+3.40% | 加仓 |
 特斯拉TSLA |
| 5.27% | 5.58% | $8,115.6万 | 19.3万股 | $6,942.9万 | 18.7万股 | +6,189股+3.31% | 加仓 |
 ShopifySHOP |
| 4.83% | 6.02% | $7,441.9万 | 65.2万股 | $7,489.5万 | 63.1万股 | +2.0万股+3.23% | 加仓 |
| GGARMIN SHSGRMN |
| 4.78% | 5.6% | $7,357.6万 | 31.0万股 | $6,961.9万 | 30.0万股 | +9,669股+3.22% | 加仓 |
 苹果AAPL |
| 4.53% | 4.76% | $6,974.5万 | 24.1万股 | $5,920.4万 | 23.3万股 | +7,752股+3.32% | 加仓 |
 亚马逊AMZN |
| 4.31% | 4.52% | $6,636.0万 | 27.8万股 | $5,617.7万 | 27.0万股 | +8,696股+3.22% | 加仓 |
| DDOORDASHDASH |
| 4.01% | 3.91% | $6,169.5万 | 33.4万股 | $4,859.4万 | 32.4万股 | +1.1万股+3.31% | 加仓 |
 微软MSFT |
| 3.35% | 3.98% | $5,157.2万 | 13.8万股 | $4,954.3万 | 13.4万股 | +4,417股+3.30% | 加仓 |
 Meta平台META |
| 3.24% | 3.93% | $4,986.0万 | 8.9万股 | $4,892.1万 | 8.6万股 | +3,009股+3.52% | 加仓 |
 AXON ENTERPRISEAXON |
| 3.01% | 2.73% | $4,626.9万 | 8.3万股 | $3,391.8万 | 8.0万股 | +2,669股+3.34% | 加仓 |
 美光科技MU |
| 2% | — | $3,078.1万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 阿斯麦ASML |
| 1.98% | — | $3,052.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.8% | 1.66% | $2,766.7万 | 31.8万股 | $2,063.8万 | 30.8万股 | +1.0万股+3.30% | 加仓 |
 DatadogDDOG |
| 1.67% | 0.9% | $2,570.7万 | 9.9万股 | $1,124.5万 | 9.5万股 | +3,483股+3.66% | 加仓 |
| TTOAST CL ATOST |
| 1.53% | 1.75% | $2,360.1万 | 84.8万股 | $2,174.8万 | 82.0万股 | +2.8万股+3.41% | 加仓 |
 REDDIT CL ARDDT |
| 1.4% | 1.31% | $2,162.0万 | 12.5万股 | $1,623.7万 | 12.1万股 | +3,966股+3.29% | 加仓 |
 希尔顿HLT |
| 1.36% | 1.5% | $2,089.8万 | 6.3万股 | $1,861.5万 | 6.1万股 | +2,023股+3.30% | 加仓 |
 帕兰提尔PLTR |
| 1.35% | — | $2,074.9万 | 17.8万股 | $0 | 0股 | +17.8万股 | 新买入 |
 第一资本COF |
| 1.22% | 1.33% | $1,881.0万 | 9.4万股 | $1,656.6万 | 9.1万股 | +2,950股+3.25% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.07% | 1.29% | $1,646.0万 | 9.2万股 | $1,599.1万 | 8.9万股 | +2,924股+3.30% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.06% | 1.28% | $1,634.7万 | 17.8万股 | $1,586.0万 | 17.2万股 | +5,708股+3.32% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.75% | 1.12% | $1,151.3万 | 6.9万股 | $1,395.5万 | 6.6万股 | +2,201股+3.31% | 加仓 |
 好市多COST |
| 0.56% | 0.72% | $868.2万 | 9,281股 | $895.6万 | 8,988股 | +293股+3.26% | 加仓 |
| V先锋领航指数基金VOO |
| 0.55% | 0.53% | $846.9万 | 1.2万股 | $663.8万 | 1.2万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.53% | 0.67% | $822.2万 | 8.3万股 | $834.5万 | 8.0万股 | +3,000股+3.76% | 加仓 |
