| CCEREBRAS SYS INC CLASS ACBRS |
| 24.41% | — | $6,959.0万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
 阿斯麦ASML |
| 4.3% | 3.89% | $1,227.5万 | 6,170股 | $753.5万 | 5,705股 | +465股+8.15% | 加仓 |
| EElbit Systems LtdESLT |
| 3.91% | 6.44% | $1,114.6万 | 1.5万股 | $1,245.6万 | 1.5万股 | +20股+0.14% | 加仓 |
 TransDigmTDG |
| 3.71% | 4.43% | $1,057.9万 | 7,942股 | $857.9万 | 7,402股 | +540股+7.30% | 加仓 |
| VVSEVSEC |
| 3.67% | 4.37% | $1,047.8万 | 4.6万股 | $845.6万 | 4.6万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 3.67% | 2.55% | $1,046.4万 | 3.1万股 | $493.0万 | 3.1万股 | -66股-0.21% | 减仓 |
 亚马逊AMZN |
| 3.12% | 3.84% | $890.8万 | 3.7万股 | $743.6万 | 3.6万股 | +1,670股+4.68% | 加仓 |
 应用材料AMAT |
| 3.06% | 2.13% | $873.5万 | 1.2万股 | $412.9万 | 1.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.25% | 3.12% | $641.9万 | 1.7万股 | $603.0万 | 1.6万股 | +917股+5.63% | 加仓 |
 嘉信理财SCHW |
| 2.13% | 3.24% | $608.6万 | 6.6万股 | $626.5万 | 6.7万股 | -700股-1.05% | 减仓 |
 迪士尼DIS |
| 2.03% | 3.02% | $579.3万 | 6.0万股 | $583.6万 | 6.1万股 | -362股-0.60% | 减仓 |
| G通用动力VTI |
| 1.82% | 2.33% | $519.9万 | 1.4万股 | $450.7万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.74% | 2.24% | $497.3万 | 2.5万股 | $433.5万 | 2.5万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.72% | 2.1% | $489.9万 | 9,771股 | $406.2万 | 8,264股 | +1,507股+18.24% | 加仓 |
 帕兰提尔PLTR |
| 1.72% | 3.19% | $489.8万 | 4.2万股 | $616.6万 | 4.2万股 | -175股-0.42% | 减仓 |
 雷神技术RTX |
| 1.63% | 2.48% | $465.1万 | 2.5万股 | $480.8万 | 2.5万股 | -407股-1.63% | 减仓 |
 GENEDXWGS |
| 1.61% | 2.05% | $460.3万 | 6.7万股 | $396.1万 | 6.2万股 | +5,370股+8.71% | 加仓 |
 波音BA |
| 1.51% | 2.04% | $430.3万 | 2.0万股 | $394.7万 | 2.0万股 | +50股+0.25% | 加仓 |
 苹果AAPL |
| 1.49% | 1.71% | $424.3万 | 1.5万股 | $331.8万 | 1.3万股 | +1,591股+12.17% | 加仓 |
 台积电TSM |
| 1.45% | 1.51% | $412.1万 | 8,630股 | $291.7万 | 8,630股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 1.44% | 2.42% | $409.3万 | 8.3万股 | $469.2万 | 8.4万股 | -625股-0.74% | 减仓 |
| AAPPLOVINAPP |
| 1.42% | 1.62% | $405.2万 | 7,865股 | $313.8万 | 7,885股 | -20股-0.25% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.35% | 2.03% | $385.8万 | 2,273股 | $393.2万 | 2,274股 | -1股-0.04% | 减仓 |
 VeevaVEEV |
| 1.22% | 1.78% | $347.7万 | 2.0万股 | $344.1万 | 2.0万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 1.17% | 1.85% | $334.8万 | 6,360股 | $357.4万 | 6,360股 | 00.00% | 持仓不变 |
 莫德纳MRNA |
| 1.17% | 1.26% | $333.9万 | 4.8万股 | $244.7万 | 4.8万股 | -500股-1.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.14% | $325.1万 | 9,200股 | $220.9万 | 7,700股 | +1,500股+19.48% | 加仓 |
 Meta平台META |
| 1.12% | 1.71% | $319.7万 | 5,675股 | $330.4万 | 5,775股 | -100股-1.73% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.08% | 2.13% | $308.2万 | 6,051股 | $412.8万 | 6,051股 | 00.00% | 持仓不变 |
 GRAILGRAL |
| 1.07% | 1.19% | $304.7万 | 4.5万股 | $230.0万 | 4.5万股 | +125股+0.28% | 加仓 |
 ShopifySHOP |
| 1.06% | 1.61% | $301.0万 | 2.6万股 | $312.1万 | 2.6万股 | +50股+0.19% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.01% | 1.19% | $287.1万 | 7,228股 | $230.0万 | 7,228股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.86% | 1.6% | $245.0万 | 3.4万股 | $309.8万 | 3.2万股 | +2,200股+6.85% | 加仓 |
 泛林集团LRCX |
| 0.86% | 0.65% | $244.7万 | 5,648股 | $125.3万 | 5,864股 | -216股-3.68% | 减仓 |
 VisaV |
| 0.82% | 1.06% | $233.3万 | 6,800股 | $205.5万 | 6,800股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.77% | 1.3% | $219.3万 | 1.5万股 | $252.5万 | 1.7万股 | -2,200股-12.82% | 减仓 |
 摩根大通JPM |
| 0.6% | 0.82% | $170.6万 | 5,212股 | $158.2万 | 5,378股 | -166股-3.09% | 减仓 |
| IIBMIBM |
| 0.58% | 0.48% | $165.5万 | 5,884股 | $92.3万 | 3,809股 | +2,075股+54.48% | 加仓 |
 ZOETIS CL AZTS |
| 0.53% | 0.38% | $151.9万 | 2.1万股 | $73.3万 | 6,200股 | +1.5万股+241.05% | 加仓 |
 富达·NATL FINL INCFNF |
| 0.51% | 0.78% | $146.6万 | 3.1万股 | $151.8万 | 3.3万股 | -1,640股-5.01% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.61% | $146.5万 | 4,100股 | $117.9万 | 4,100股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.51% | 0.67% | $144.0万 | 2,932股 | $129.1万 | 3,098股 | -166股-5.36% | 减仓 |
 万事达MA |
| 0.44% | 0.64% | $125.6万 | 2,446股 | $123.4万 | 2,469股 | -23股-0.93% | 减仓 |
 洛克希德马丁LMT |
| 0.44% | 0.75% | $124.8万 | 2,450股 | $145.1万 | 2,400股 | +50股+2.08% | 加仓 |
 思科CSCO |
| 0.44% | 0.34% | $124.8万 | 1.1万股 | $65.6万 | 8,452股 | +2,170股+25.67% | 加仓 |
 BIO-TECHNETECH |
| 0.43% | 0.47% | $122.5万 | 1.7万股 | $91.6万 | 1.8万股 | -200股-1.14% | 减仓 |
| TTERADYNETER |
| 0.43% | 0.31% | $122.2万 | 2,525股 | $59.3万 | 2,000股 | +525股+26.25% | 加仓 |
 默沙东MRK |
| 0.41% | 0.56% | $117.4万 | 9,140股 | $108.7万 | 9,040股 | +100股+1.11% | 加仓 |
 D R HORTONDHI |
| 0.37% | 0.45% | $104.2万 | 6,400股 | $87.8万 | 6,400股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.35% | 0.51% | $100.8万 | 2,783股 | $97.9万 | 2,783股 | 00.00% | 持仓不变 |
