 礼来LLY |
| 4.77% | 4.19% | $3.38亿 | 28.2万股 | $2.54亿 | 27.6万股 | +5,586股+2.02% | 加仓 |
 英伟达NVDA |
| 4.39% | 4.09% | $3.12亿 | 155.7万股 | $2.48亿 | 142.2万股 | +13.4万股+9.45% | 加仓 |
| SStrategyMSTR |
| 3.82% | 5.52% | $2.71亿 | 312.2万股 | $3.34亿 | 268.0万股 | +44.2万股+16.50% | 加仓 |
 特斯拉TSLA |
| 3.7% | 3.62% | $2.63亿 | 62.4万股 | $2.20亿 | 59.1万股 | +3.3万股+5.66% | 加仓 |
 微软MSFT |
| 3.31% | 2.89% | $2.35亿 | 63.0万股 | $1.75亿 | 47.4万股 | +15.6万股+33.03% | 加仓 |
 AMD超威AMD |
| 3.12% | 1.97% | $2.21亿 | 38.1万股 | $1.19亿 | 58.6万股 | -20.5万股-35.04% | 减仓 |
| IiShares安硕信托TLT |
| 3.05% | 3.93% | $2.16亿 | 250.4万股 | $2.38亿 | 274.4万股 | -24.1万股-8.77% | 减仓 |
 谷歌AGOOGL |
| 2.68% | 2.38% | $1.90亿 | 53.2万股 | $1.44亿 | 50.2万股 | +3.0万股+5.94% | 加仓 |
 亚马逊AMZN |
| 2.66% | 2.56% | $1.89亿 | 79.3万股 | $1.55亿 | 74.6万股 | +4.7万股+6.33% | 加仓 |
 苹果AAPL |
| 2.6% | 2.42% | $1.85亿 | 63.8万股 | $1.47亿 | 57.8万股 | +6.0万股+10.32% | 加仓 |
 博通AVGO |
| 2.56% | 2.49% | $1.82亿 | 48.1万股 | $1.51亿 | 48.7万股 | -6,077股-1.25% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 2.45% | 2.99% | $1.74亿 | 184.1万股 | $1.81亿 | 189.7万股 | -5.6万股-2.94% | 减仓 |
 帕兰提尔PLTR |
| 2.31% | 2.54% | $1.64亿 | 140.5万股 | $1.54亿 | 105.4万股 | +35.2万股+33.38% | 加仓 |
 Meta平台META |
| 1.97% | 1.98% | $1.40亿 | 24.8万股 | $1.20亿 | 21.0万股 | +3.8万股+18.19% | 加仓 |
 好市多COST |
| 1.49% | 1.55% | $1.06亿 | 11.3万股 | $9,386.8万 | 9.4万股 | +1.9万股+20.33% | 加仓 |
 联合健康UNH |
| 1.37% | 1.34% | $9,752.4万 | 23.5万股 | $8,139.4万 | 30.1万股 | -6.6万股-21.99% | 减仓 |
 COINBASE GLOBALCOIN |
| 1.28% | 1.36% | $9,106.3万 | 62.3万股 | $8,255.0万 | 47.3万股 | +15.0万股+31.76% | 加仓 |
 RobinhoodHOOD |
| 1.26% | 0.61% | $8,968.6万 | 89.4万股 | $3,712.2万 | 53.6万股 | +35.9万股+66.96% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.21% | 0.67% | $8,617.8万 | 480.6万股 | $4,040.1万 | 254.4万股 | +226.2万股+88.92% | 加仓 |
 CrowdStrikeCRWD |
| 1.21% | 0.61% | $8,586.2万 | 11.3万股 | $3,669.1万 | 9.4万股 | +1.9万股+19.72% | 加仓 |
 强生JNJ |
| 1.11% | 1.25% | $7,855.6万 | 30.9万股 | $7,578.6万 | 31.0万股 | -727股-0.23% | 减仓 |
 艾伯维ABBV |
| 1.11% | 1.22% | $7,853.6万 | 31.2万股 | $7,402.2万 | 34.0万股 | -2.8万股-8.30% | 减仓 |
 REDDIT CL ARDDT |
| 1.1% | 0.75% | $7,835.0万 | 45.1万股 | $4,520.0万 | 33.6万股 | +11.6万股+34.47% | 加仓 |
 默沙东MRK |
| 1.07% | 1.24% | $7,609.1万 | 59.2万股 | $7,539.8万 | 62.7万股 | -3.5万股-5.53% | 减仓 |
 AMGEN COMAMGN |
| 1.06% | 1.19% | $7,538.6万 | 20.8万股 | $7,186.9万 | 20.4万股 | +3,920股+1.92% | 加仓 |
 福泰制药VRTX |
| 1.04% | — | $7,361.3万 | 14.8万股 | $0 | 0股 | +14.8万股 | 新买入 |
 DANAHER DEL COMDHR |
| 1.02% | 0.97% | $7,263.5万 | 38.1万股 | $5,852.4万 | 30.9万股 | +7.3万股+23.54% | 加仓 |
 阿斯利康AZN |
| 1.02% | 1.23% | $7,220.2万 | 38.1万股 | $7,447.4万 | 37.8万股 | +3,150股+0.83% | 加仓 |
| SSpaceXSPCX |
| 1.02% | — | $7,214.3万 | 42.2万股 | $0 | 0股 | +42.2万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.01% | 0.96% | $7,183.9万 | 14.3万股 | $5,822.0万 | 11.8万股 | +2.5万股+20.97% | 加仓 |
 诺华NVS |
| 1.01% | 1.15% | $7,162.8万 | 45.7万股 | $6,945.3万 | 45.5万股 | +2,364股+0.52% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 1% | 0.95% | $7,068.5万 | 53.2万股 | $5,744.8万 | 50.4万股 | +2.8万股+5.58% | 加仓 |
 史赛克SYK |
| 0.98% | 1% | $6,982.9万 | 22.2万股 | $6,085.6万 | 18.5万股 | +3.7万股+19.76% | 加仓 |
 百时美施贵宝BMY |
| 0.98% | 1.19% | $6,935.6万 | 120.4万股 | $7,206.3万 | 118.8万股 | +1.6万股+1.31% | 加仓 |
 Elevance健康ELV |
| 0.97% | 0.97% | $6,879.5万 | 17.8万股 | $5,860.6万 | 20.0万股 | -2.2万股-11.14% | 减仓 |
 雅培ABT |
| 0.97% | 1.06% | $6,876.5万 | 75.8万股 | $6,403.8万 | 62.4万股 | +13.4万股+21.50% | 加仓 |
 美敦力MDT |
| 0.93% | 0.95% | $6,599.1万 | 84.4万股 | $5,738.5万 | 66.2万股 | +18.1万股+27.37% | 加仓 |
 思科CSCO |
| 0.93% | 0.84% | $6,569.0万 | 55.9万股 | $5,105.8万 | 65.8万股 | -9.9万股-15.01% | 减仓 |
 再生元REGN |
| 0.92% | 0.92% | $6,523.2万 | 10.5万股 | $5,593.7万 | 7.2万股 | +3.2万股+44.50% | 加仓 |
 直觉外科ISRG |
| 0.83% | 1.02% | $5,884.5万 | 14.8万股 | $6,210.6万 | 13.5万股 | +1.3万股+9.83% | 加仓 |
 甲骨文ORCL |
| 0.78% | 0.83% | $5,555.2万 | 37.9万股 | $5,038.7万 | 34.3万股 | +3.7万股+10.67% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.76% | 0.95% | $5,395.4万 | 126.4万股 | $5,754.1万 | 91.7万股 | +34.7万股+37.86% | 加仓 |
 ShopifySHOP |
| 0.74% | 0.51% | $5,222.1万 | 45.6万股 | $3,114.1万 | 26.2万股 | +19.4万股+73.92% | 加仓 |
 卡梅科CCJ |
| 0.72% | 0.59% | $5,137.8万 | 50.4万股 | $3,596.1万 | 33.1万股 | +17.3万股+52.43% | 加仓 |
 应用材料AMAT |
| 0.72% | 0.43% | $5,082.8万 | 7.0万股 | $2,630.2万 | 7.7万股 | -6,652股-8.64% | 减仓 |
 泛林集团LRCX |
| 0.7% | — | $4,989.4万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 PALO ALTOPANW |
| 0.68% | 0.44% | $4,836.9万 | 14.2万股 | $2,668.5万 | 16.6万股 | -2.5万股-14.78% | 减仓 |
 安桥ENB |
| 0.68% | 0.68% | $4,834.2万 | 89.1万股 | $4,126.3万 | 76.1万股 | +13.0万股+17.11% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.66% | 0.56% | $4,709.4万 | 22.7万股 | $3,403.6万 | 21.1万股 | +1.7万股+8.02% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.65% | 0.63% | $4,634.7万 | 29.8万股 | $3,805.1万 | 18.7万股 | +11.1万股+59.12% | 加仓 |
