 台积电TSM |
| 26.72% | 17.78% | $8,835.0万 | 18.5万股 | $7,603.9万 | 22.5万股 | -4.0万股-17.78% | 减仓 |
 亚马逊AMZN |
| 12.61% | 13.15% | $4,171.0万 | 17.5万股 | $5,623.3万 | 27.0万股 | -9.5万股-35.19% | 减仓 |
| EENSIGNENSG |
| 11.15% | 14.5% | $3,686.9万 | 23.0万股 | $6,200.3万 | 30.8万股 | -7.8万股-25.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 9.03% | 8.61% | $2,985.6万 | 8.5万股 | $3,681.4万 | 12.8万股 | -4.4万股-34.16% | 减仓 |
 LOUISIANA PACLPX |
| 7.61% | 9.69% | $2,517.1万 | 32.0万股 | $4,146.8万 | 57.0万股 | -25.0万股-43.86% | 减仓 |
 Meta平台META |
| 7.2% | 8.56% | $2,379.9万 | 4.2万股 | $3,661.6万 | 6.4万股 | -2.2万股-33.98% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 5.45% | 6.6% | $1,803.7万 | 7.6万股 | $2,822.4万 | 12.1万股 | -4.5万股-37.19% | 减仓 |
 TransDigmTDG |
| 5.32% | 6.41% | $1,758.3万 | 1.3万股 | $2,742.9万 | 2.4万股 | -1.0万股-44.23% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 5.09% | 5.67% | $1,683.2万 | 22.5万股 | $2,425.5万 | 37.3万股 | -14.8万股-39.62% | 减仓 |
 阿斯麦ASML |
| 5.02% | — | $1,661.2万 | 8,350股 | $0 | 0股 | +8,350股 | 新买入 |
| BBBB FOODSTBBB |
| 4.79% | 4.55% | $1,583.5万 | 38.0万股 | $1,945.4万 | 55.0万股 | -17.0万股-30.91% | 减仓 |
