 苹果AAPL |
| 18.02% | 17.92% | $3,563.7万 | 12.3万股 | $3,152.8万 | 12.4万股 | -1,071股-0.86% | 减仓 |
 谷歌AGOOGL |
| 17.8% | 16.38% | $3,519.4万 | 9.8万股 | $2,882.2万 | 10.0万股 | -1,747股-1.74% | 减仓 |
 英伟达NVDA |
| 15.24% | 14.97% | $3,014.0万 | 15.1万股 | $2,633.2万 | 15.1万股 | -351股-0.23% | 减仓 |
 亚马逊AMZN |
| 14.79% | 14.47% | $2,925.0万 | 12.3万股 | $2,544.8万 | 12.2万股 | +536股+0.44% | 加仓 |
 Meta平台META |
| 10.77% | 11.24% | $2,128.5万 | 3.8万股 | $1,976.7万 | 3.5万股 | +3,237股+9.37% | 加仓 |
 特斯拉TSLA |
| 4.91% | 4.77% | $971.2万 | 2.3万股 | $839.1万 | 2.3万股 | +518股+2.29% | 加仓 |
 优步UBER |
| 2.76% | 3.03% | $546.2万 | 7.6万股 | $532.5万 | 7.4万股 | +1,658股+2.24% | 加仓 |
| SSpaceXSPCX |
| 2.64% | — | $521.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.41% | — | $477.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 礼来LLY |
| 2.36% | 1.97% | $466.8万 | 3,892股 | $346.7万 | 3,770股 | +122股+3.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.34% | 2.16% | $462.9万 | 1.3万股 | $379.4万 | 1.3万股 | -126股-0.95% | 减仓 |
 GE VernovaGEV |
| 2.06% | 2.44% | $407.6万 | 3,470股 | $429.1万 | 4,916股 | -1,446股-29.41% | 减仓 |
 阿斯麦ASML |
| 1.35% | 0.92% | $267.2万 | 1,343股 | $161.4万 | 1,222股 | +121股+9.90% | 加仓 |
 WEYERHAEUSERWY |
| 1.11% | 1% | $219.6万 | 9.2万股 | $175.4万 | 7.2万股 | +2.0万股+27.74% | 加仓 |
 帕兰提尔PLTR |
| 0.92% | 0.82% | $181.4万 | 1.6万股 | $143.8万 | 9,832股 | +5,716股+58.14% | 加仓 |
 NETFLIXNFLX |
| 0.5% | 0.44% | $99.2万 | 1.4万股 | $77.0万 | 8,006股 | +5,891股+73.58% | 加仓 |
