 英伟达NVDA |
| 14.76% | 15.32% | $2,182.2万 | 10.9万股 | $2,010.5万 | 11.5万股 | -6,219股-5.39% | 减仓 |
 博通AVGO |
| 7.88% | 7.69% | $1,164.1万 | 3.1万股 | $1,009.2万 | 3.3万股 | -1,788股-5.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.73% | 7.46% | $1,141.8万 | 3.2万股 | $978.6万 | 3.4万股 | -1,799股-5.27% | 减仓 |
 亚马逊AMZN |
| 7.15% | 7.44% | $1,057.0万 | 4.4万股 | $976.7万 | 4.7万股 | -2,548股-5.43% | 减仓 |
 苹果AAPL |
| 5.95% | 6.21% | $879.2万 | 3.0万股 | $815.2万 | 3.2万股 | -1,738股-5.41% | 减仓 |
 科磊KLAC |
| 5% | 2.91% | $738.9万 | 2.4万股 | $382.2万 | 2,596股 | +2.2万股+843.37% | 加仓 |
 安费诺APH |
| 4.6% | 3.94% | $680.5万 | 3.9万股 | $517.4万 | 4.1万股 | -2,355股-5.75% | 减仓 |
 Meta平台META |
| 4.44% | 5.37% | $656.3万 | 1.2万股 | $705.3万 | 1.2万股 | -676股-5.48% | 减仓 |
 特斯拉TSLA |
| 4.39% | 4.49% | $648.2万 | 1.5万股 | $589.4万 | 1.6万股 | -444股-2.80% | 减仓 |
 微软MSFT |
| 4.19% | 4.95% | $618.8万 | 1.7万股 | $649.2万 | 1.8万股 | -949股-5.41% | 减仓 |
 GE航空GE |
| 4.06% | 3.69% | $600.7万 | 1.6万股 | $484.0万 | 1.7万股 | -983股-5.76% | 减仓 |
 万事达MA |
| 4.04% | 4.69% | $597.7万 | 1.2万股 | $614.9万 | 1.2万股 | -669股-5.44% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 3.87% | 3.96% | $571.7万 | 2.1万股 | $519.8万 | 2.3万股 | -1,289股-5.72% | 减仓 |
 Arista网络ANET |
| 3.54% | 3.06% | $523.0万 | 3.1万股 | $400.9万 | 3.3万股 | -1,866股-5.71% | 减仓 |
 礼来LLY |
| 3.42% | 3.13% | $505.1万 | 4,211股 | $410.9万 | 4,467股 | -256股-5.73% | 减仓 |
 VIKING ORD SHSVIK |
| 2.95% | 2.47% | $436.1万 | 4.2万股 | $324.7万 | 4.4万股 | -2,528股-5.72% | 减仓 |
 摩根士丹利MS |
| 2.9% | 2.73% | $429.0万 | 2.1万股 | $358.2万 | 2.2万股 | -1,246股-5.72% | 减仓 |
 VisaV |
| 2.73% | 2.86% | $403.2万 | 1.2万股 | $375.5万 | 1.2万股 | -671股-5.40% | 减仓 |
| R拉夫劳伦RL |
| 2.17% | 2.22% | $321.1万 | 7,999股 | $291.9万 | 8,486股 | -487股-5.74% | 减仓 |
 ROSS STORES COMROST |
| 1.93% | 2.35% | $285.8万 | 1.3万股 | $308.4万 | 1.4万股 | -813股-5.71% | 减仓 |
 TJXTJX |
| 1.92% | 2.41% | $283.2万 | 1.9万股 | $316.6万 | 2.0万股 | -1,130股-5.70% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.38% | 0.49% | $56.0万 | 1,368股 | $64.5万 | 1,808股 | -440股-24.34% | 减仓 |
