 AMD超威AMD |
| 13.33% | 5.86% | $3,119.7万 | 5.4万股 | $1,095.4万 | 5.4万股 | -4股-0.01% | 减仓 |
 英伟达NVDA |
| 11.93% | 13.04% | $2,792.1万 | 14.0万股 | $2,439.6万 | 14.0万股 | -131股-0.09% | 减仓 |
 帕兰提尔PLTR |
| 11.84% | 18.59% | $2,771.0万 | 23.8万股 | $3,477.0万 | 23.8万股 | -149股-0.06% | 减仓 |
 特斯拉TSLA |
| 10.78% | 11.94% | $2,522.2万 | 6.0万股 | $2,232.8万 | 6.0万股 | -50股-0.08% | 减仓 |
 PALO ALTOPANW |
| 8.59% | 5.04% | $2,009.2万 | 5.9万股 | $943.2万 | 5.9万股 | +121股+0.21% | 加仓 |
 VertivVRT |
| 6.73% | 6.32% | $1,575.9万 | 4.7万股 | $1,181.5万 | 4.7万股 | +25股+0.05% | 加仓 |
 苹果AAPL |
| 6.73% | 7.62% | $1,575.8万 | 5.5万股 | $1,425.8万 | 5.6万股 | -1,624股-2.89% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 6.63% | 4.93% | $1,550.9万 | 6.1万股 | $921.3万 | 6.1万股 | -133股-0.22% | 减仓 |
 微软MSFT |
| 5% | 6.19% | $1,169.2万 | 3.1万股 | $1,158.5万 | 3.1万股 | +60股+0.19% | 加仓 |
 好市多COST |
| 3.04% | 4.05% | $710.9万 | 7,587股 | $758.5万 | 7,612股 | -25股-0.33% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 2.92% | 3.13% | $684.0万 | 38.1万股 | $585.1万 | 36.8万股 | +1.3万股+3.50% | 加仓 |
 亚马逊AMZN |
| 2.88% | 3.13% | $673.9万 | 2.8万股 | $585.2万 | 2.8万股 | +157股+0.56% | 加仓 |
 Meta平台META |
| 1.83% | 2.22% | $428.8万 | 7,614股 | $414.5万 | 7,245股 | +369股+5.09% | 加仓 |
 PROGRESSIVEPGR |
| 1.8% | 2.12% | $420.8万 | 1.9万股 | $397.3万 | 2.0万股 | -794股-3.96% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.52% | 0.97% | $356.2万 | 3.6万股 | $181.4万 | 2.3万股 | +1.2万股+53.23% | 加仓 |
 GE航空GE |
| 1.08% | 1% | $252.5万 | 6,755股 | $187.5万 | 6,609股 | +146股+2.21% | 加仓 |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.78% | 0.84% | $183.6万 | 50.0万股 | $156.4万 | 50.9万股 | -9,076股-1.78% | 减仓 |
 谷歌AGOOGL |
| 0.52% | 0.37% | $121.9万 | 3,411股 | $68.8万 | 2,391股 | +1,020股+42.66% | 加仓 |
 星座能源CEG |
| 0.33% | 0.45% | $76.4万 | 3,046股 | $85.1万 | 3,046股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.28% | 0.3% | $65.4万 | 7,435股 | $56.4万 | 7,668股 | -233股-3.04% | 减仓 |
 ChipotleCMG |
| 0.22% | 0.25% | $50.4万 | 1.5万股 | $47.5万 | 1.5万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.18% | 0.25% | $41.1万 | 1,033股 | $47.6万 | 1,033股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.14% | $33.0万 | 935股 | $26.8万 | 935股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.13% | 0.18% | $30.3万 | 2,654股 | $33.0万 | 2,654股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.13% | 0.13% | $30.0万 | 793股 | $24.5万 | 793股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.12% | 0.14% | $29.2万 | 299股 | $26.8万 | 299股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.12% | — | $27.6万 | 1,565股 | $0 | 0股 | +1,565股 | 新买入 |
 摩根大通JPM |
| 0.11% | 0.14% | $26.7万 | 817股 | $26.7万 | 909股 | -92股-10.12% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.11% | 0.12% | $25.8万 | 959股 | $22.1万 | 959股 | 00.00% | 持仓不变 |
| HHIMS & HERS HEALTHHIMS |
| 0.1% | — | $23.7万 | 6,842股 | $0 | 0股 | +6,842股 | 新买入 |
 卡特彼勒CAT |
| 0.1% | — | $23.4万 | 220股 | $0 | 0股 | +220股 | 新买入 |
