 科磊KLAC |
| 5.6% | 4.23% | $1.37亿 | 45.6万股 | $8,297.3万 | 5.6万股 | +39.9万股+708.42% | 加仓 |
| CCOMFORT SYS USAFIX |
| 4.18% | 4.19% | $1.03亿 | 5.2万股 | $8,214.4万 | 6.0万股 | -7,795股-13.09% | 减仓 |
 谷歌AGOOGL |
| 4.17% | 3.85% | $1.02亿 | 28.6万股 | $7,551.9万 | 26.3万股 | +2.4万股+9.02% | 加仓 |
 博通AVGO |
| 4.08% | 3.99% | $1.00亿 | 26.6万股 | $7,825.5万 | 25.3万股 | +1.3万股+5.01% | 加仓 |
 苹果AAPL |
| 3.75% | 4.03% | $9,211.8万 | 31.8万股 | $7,906.1万 | 31.2万股 | +6,828股+2.19% | 加仓 |
 AMD超威AMD |
| 3.74% | 1.52% | $9,178.8万 | 15.8万股 | $2,984.2万 | 14.7万股 | +1.1万股+7.71% | 加仓 |
 派克汉尼汾PH |
| 3.46% | 3.7% | $8,495.1万 | 8.7万股 | $7,258.7万 | 8.1万股 | +5,770股+7.12% | 加仓 |
 泛林集团LRCX |
| 3.1% | 0.05% | $7,615.6万 | 17.6万股 | $88.4万 | 4,137股 | +17.2万股+4,148.18% | 加仓 |
 Arista网络ANET |
| 3.01% | 2.53% | $7,387.2万 | 43.5万股 | $4,963.8万 | 40.4万股 | +3.1万股+7.56% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.94% | 2.77% | $7,224.2万 | 18.2万股 | $5,434.3万 | 17.1万股 | +1.1万股+6.48% | 加仓 |
 微软MSFT |
| 2.84% | 3.31% | $6,971.8万 | 18.7万股 | $6,487.9万 | 17.5万股 | +1.2万股+6.64% | 加仓 |
 捷普JBL |
| 2.76% | 2.23% | $6,772.8万 | 17.6万股 | $4,373.2万 | 16.5万股 | +1.1万股+6.72% | 加仓 |
 好市多COST |
| 2.52% | 3.15% | $6,196.9万 | 6.6万股 | $6,167.4万 | 6.2万股 | +4,349股+7.03% | 加仓 |
 MEDPACEMEDP |
| 2.35% | 2.54% | $5,781.5万 | 10.9万股 | $4,974.9万 | 10.4万股 | +5,567股+5.37% | 加仓 |
 美国运通AXP |
| 2.33% | 2.4% | $5,718.6万 | 16.9万股 | $4,705.0万 | 15.6万股 | +1.4万股+8.69% | 加仓 |
 OKTA CLASS AOKTA |
| 2.26% | 1.51% | $5,544.9万 | 40.6万股 | $2,968.2万 | 37.7万股 | +2.9万股+7.76% | 加仓 |
| AAPPLOVINAPP |
| 2.24% | 2.01% | $5,506.4万 | 10.7万股 | $3,948.0万 | 9.9万股 | +7,677股+7.74% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.14% | 1.85% | $5,259.0万 | 14.0万股 | $3,619.8万 | 13.0万股 | +9,851股+7.56% | 加仓 |
 TapestryTPR |
| 2.14% | 2.4% | $5,253.6万 | 35.9万股 | $4,705.8万 | 33.3万股 | +2.5万股+7.62% | 加仓 |
 Meta平台META |
| 2.08% | 2.46% | $5,118.2万 | 9.1万股 | $4,829.5万 | 8.4万股 | +6,451股+7.64% | 加仓 |
 MCKESSON COMMCK |
| 2.04% | 2.76% | $5,004.9万 | 6.6万股 | $5,416.9万 | 6.3万股 | +3,641股+5.82% | 加仓 |
 摩根大通JPM |
| 2.02% | 2.11% | $4,962.7万 | 15.2万股 | $4,138.6万 | 14.1万股 | +1.1万股+7.76% | 加仓 |
| HHASBROHAS |
| 1.97% | 2.61% | $4,843.1万 | 58.6万股 | $5,107.2万 | 54.6万股 | +4.1万股+7.47% | 加仓 |
 哈勃HUBB |
| 1.97% | 2.17% | $4,839.9万 | 9.3万股 | $4,256.5万 | 8.7万股 | +5,769股+6.65% | 加仓 |
 BOOKING COMBKNG |
| 1.96% | 2.34% | $4,804.6万 | 27.0万股 | $4,585.0万 | 1.1万股 | +25.9万股+2,375.27% | 加仓 |
 德康医疗DXCM |
| 1.92% | — | $4,723.6万 | 70.1万股 | $0 | 0股 | +70.1万股 | 新买入 |
 TJXTJX |
| 1.75% | 2.16% | $4,307.6万 | 28.4万股 | $4,226.6万 | 26.5万股 | +2.0万股+7.43% | 加仓 |
 iShares安硕·MBSACGL |
| 1.75% | 2.02% | $4,296.9万 | 44.3万股 | $3,958.4万 | 41.2万股 | +3.0万股+7.36% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 1.67% | 1.72% | $4,093.1万 | 230.9万股 | $3,370.6万 | 215.4万股 | +15.5万股+7.19% | 加仓 |
 强生JNJ |
| 1.65% | 1.87% | $4,055.8万 | 16.0万股 | $3,669.6万 | 15.0万股 | +9,575股+6.38% | 加仓 |
 芝加哥期权交易所CBOE |
| 1.63% | 2.26% | $3,992.3万 | 16.5万股 | $4,433.2万 | 15.8万股 | +6,791股+4.31% | 加仓 |
 嘉信理财SCHW |
| 1.58% | 1.85% | $3,870.1万 | 41.9万股 | $3,627.4万 | 38.6万股 | +3.3万股+8.67% | 加仓 |
 DOLLAR GEN NEWDG |
| 1.37% | 1.62% | $3,352.7万 | 29.1万股 | $3,184.6万 | 26.8万股 | +2.3万股+8.59% | 加仓 |
 NETFLIXNFLX |
| 1.34% | 2.12% | $3,293.8万 | 46.1万股 | $4,156.2万 | 43.2万股 | +2.9万股+6.72% | 加仓 |
 沃特世WAT |
| 1.27% | 1.18% | $3,117.4万 | 8.3万股 | $2,311.3万 | 7.8万股 | +5,511股+7.10% | 加仓 |
 迪士尼DIS |
| 1.21% | 1.34% | $2,974.5万 | 30.9万股 | $2,626.8万 | 27.3万股 | +3.6万股+13.39% | 加仓 |
 埃克森美孚XOM |
| 1.11% | 1.64% | $2,725.7万 | 19.9万股 | $3,206.2万 | 18.9万股 | +1.0万股+5.50% | 加仓 |
 马拉松石油MPC |
| 1.02% | 1.16% | $2,508.7万 | 9.8万股 | $2,271.9万 | 9.3万股 | +5,083股+5.46% | 加仓 |
 VeevaVEEV |
| 0.82% | 0.96% | $2,018.9万 | 11.4万股 | $1,887.4万 | 10.7万股 | +6,315股+5.88% | 加仓 |
 英伟达NVDA |
| 0.59% | 0.56% | $1,442.2万 | 7.2万股 | $1,100.9万 | 6.3万股 | +8,954股+14.18% | 加仓 |
| AAZZAZZ |
| 0.33% | 0.19% | $812.7万 | 5.2万股 | $365.6万 | 2.9万股 | +2.3万股+79.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.16% | $698.1万 | 2.0万股 | $306.3万 | 1.1万股 | +9,079股+85.02% | 加仓 |
 台积电TSM |
| 0.27% | 0.59% | $671.9万 | 1.4万股 | $1,164.0万 | 3.4万股 | -2.0万股-59.15% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.16% | 0.43% | $390.8万 | 3.4万股 | $834.0万 | 8.8万股 | -5.4万股-61.40% | 减仓 |
| CCLEAR SECUREYOU |
| 0.15% | 0.17% | $361.9万 | 6.5万股 | $325.4万 | 6.7万股 | -2,270股-3.38% | 减仓 |
| BBRINKER INTLEAT |
| 0.14% | 0.15% | $347.2万 | 2.1万股 | $293.6万 | 2.1万股 | +104股+0.51% | 加仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 0.14% | 0.12% | $346.8万 | 5.0万股 | $226.6万 | 5.3万股 | -3,436股-6.46% | 减仓 |
| SSANDISK COMSNDK |
| 0.14% | — | $339.7万 | 1,494股 | $0 | 0股 | +1,494股 | 新买入 |
 QUANTA SVCSPWR |
| 0.14% | 0.13% | $335.1万 | 4,654股 | $255.5万 | 4,654股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.14% | 0.13% | $333.3万 | 8,450股 | $248.9万 | 1.0万股 | -2,000股-19.14% | 减仓 |
