 The Trade DeskTTD |
| 10.49% | 6.66% | $741.0万 | 10.7万股 | $733.1万 | 8.0万股 | +2.7万股+33.75% | 加仓 |
 ServiceNowNOW |
| 9.9% | 6.49% | $699.5万 | 1.3万股 | $714.0万 | 1.1万股 | +1,560股+14.18% | 加仓 |
 谷歌AGOOGL |
| 9.45% | 6.84% | $667.5万 | 2,400股 | $753.2万 | 2,600股 | -200股-7.69% | 减仓 |
 博通AVGO |
| 9.42% | 6.65% | $665.6万 | 1.1万股 | $732.0万 | 1.1万股 | -430股-3.91% | 减仓 |
 英伟达NVDA |
| 7.73% | 8.55% | $545.7万 | 2.0万股 | $941.2万 | 3.2万股 | -1.2万股-37.50% | 减仓 |
 FLOOR & DECORFND |
| 7.17% | 6.5% | $506.3万 | 6.3万股 | $715.1万 | 5.5万股 | +7,500股+13.64% | 加仓 |
 斯伦贝谢SLB |
| 7.16% | — | $506.0万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 亚马逊AMZN |
| 6.46% | 4.24% | $456.4万 | 1,400股 | $466.8万 | 1,400股 | 00.00% | 持仓不变 |
 HubSpotHUBS |
| 5.04% | 5.39% | $356.2万 | 7,500股 | $593.2万 | 9,000股 | -1,500股-16.67% | 减仓 |
 KORNIT DIGITALKRNT |
| 4.74% | 5.6% | $334.9万 | 4.1万股 | $616.6万 | 4.1万股 | 00.00% | 持仓不变 |
| RRHRH |
| 4.62% | 7.3% | $326.1万 | 1.0万股 | $803.9万 | 1.5万股 | -5,000股-33.33% | 减仓 |
 ShopifySHOP |
| 4.31% | 6.26% | $304.2万 | 4,500股 | $688.7万 | 5,000股 | -500股-10.00% | 减仓 |
 阿斯麦ASML |
| 2.84% | — | $200.4万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 NETFLIXNFLX |
| 2.65% | — | $187.3万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 JD COM INCJD |
| 2.46% | — | $173.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 阿里巴巴BABA |
| 2.31% | — | $163.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ENPHASE ENERGY COMENPH |
| 1.43% | — | $100.9万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| AAFTERNEXT HEALTHTECH ACQUISI |
| 0.69% | 2.24% | $48.9万 | 5.0万股 | $246.8万 | 25.0万股 | -20.0万股-80.00% | 减仓 |
 耐克NKE |
| 0.57% | — | $40.4万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| IiShares安硕信托 |
| 0.29% | — | $20.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.26% | — | $18.1万 | 500股 | $0 | 0股 | +500股 | 新买入 |
