 英伟达NVDA |
| 8.9% | 8.66% | $36.0万 | 1,801股 | $27.9万 | 1,600股 | +201股+12.56% | 加仓 |
 Meta平台META |
| 8.35% | 8.88% | $33.8万 | 600股 | $28.6万 | 500股 | +100股+20.00% | 加仓 |
 亚马逊AMZN |
| 7.36% | 6.79% | $29.8万 | 1,250股 | $21.9万 | 1,050股 | +200股+19.05% | 加仓 |
 微软MSFT |
| 5.54% | 5.75% | $22.4万 | 601股 | $18.5万 | 501股 | +100股+19.96% | 加仓 |
 博通AVGO |
| 5.13% | 4.32% | $20.8万 | 550股 | $13.9万 | 450股 | +100股+22.22% | 加仓 |
 苹果AAPL |
| 5% | — | $20.3万 | 700股 | $0 | 0股 | +700股 | 新买入 |
 美光科技MU |
| 4.85% | 7.86% | $19.6万 | 170股 | $25.3万 | 750股 | -580股-77.33% | 减仓 |
 台积电TSM |
| 4.36% | 3.15% | $17.7万 | 370股 | $10.1万 | 300股 | +70股+23.33% | 加仓 |
 VisaV |
| 4.24% | 2.81% | $17.2万 | 500股 | $9.1万 | 300股 | +200股+66.67% | 加仓 |
 TransDigmTDG |
| 4.11% | — | $16.7万 | 125股 | $0 | 0股 | +125股 | 新买入 |
 谷歌AGOOGL |
| 3.97% | 3.75% | $16.1万 | 450股 | $12.1万 | 420股 | +30股+7.14% | 加仓 |
 安费诺APH |
| 3.06% | 2.35% | $12.4万 | 702股 | $7.6万 | 600股 | +102股+17.00% | 加仓 |
 礼来LLY |
| 2.67% | 1.71% | $10.8万 | 90股 | $5.5万 | 60股 | +30股+50.00% | 加仓 |
 阿斯麦ASML |
| 2.46% | — | $9.9万 | 50股 | $0 | 0股 | +50股 | 新买入 |
 甲骨文ORCL |
| 2.17% | 4.11% | $8.8万 | 600股 | $13.2万 | 900股 | -300股-33.33% | 减仓 |
 VertivVRT |
| 2.07% | — | $8.4万 | 250股 | $0 | 0股 | +250股 | 新买入 |
 万事达MA |
| 1.9% | 3.88% | $7.7万 | 150股 | $12.5万 | 250股 | -100股-40.00% | 减仓 |
| DDOORDASHDASH |
| 1.82% | — | $7.4万 | 400股 | $0 | 0股 | +400股 | 新买入 |
 诺和诺德NVO |
| 1.78% | — | $7.2万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 CorpayCPAY |
| 1.65% | 2.26% | $6.7万 | 200股 | $7.3万 | 250股 | -50股-20.00% | 减仓 |
 再生元REGN |
| 1.54% | — | $6.2万 | 100股 | $0 | 0股 | +100股 | 新买入 |
 标普全球SPGI |
| 1.51% | 1.32% | $6.1万 | 150股 | $4.3万 | 100股 | +50股+50.00% | 加仓 |
 Vulcan材料VMC |
| 1.31% | — | $5.3万 | 180股 | $0 | 0股 | +180股 | 新买入 |
 LumentumLITE |
| 1.27% | — | $5.1万 | 60股 | $0 | 0股 | +60股 | 新买入 |
| T赛默飞世尔TMO |
| 1.24% | — | $5.0万 | 100股 | $0 | 0股 | +100股 | 新买入 |
 切尼尔能源LNG |
| 1.18% | 0.88% | $4.8万 | 200股 | $2.8万 | 100股 | +100股+100.00% | 加仓 |
 Ares管理ARES |
| 1.1% | — | $4.5万 | 400股 | $0 | 0股 | +400股 | 新买入 |
 泛林集团LRCX |
| 1.07% | 1.06% | $4.3万 | 100股 | $3.4万 | 160股 | -60股-37.50% | 减仓 |
 WESTERN ALLIANCE BANCORPWAL |
| 1.01% | — | $4.1万 | 500股 | $0 | 0股 | +500股 | 新买入 |
 直觉外科ISRG |
| 0.98% | — | $4.0万 | 100股 | $0 | 0股 | +100股 | 新买入 |
| AALASKA AIRALK |
| 0.97% | 0.46% | $3.9万 | 750股 | $1.5万 | 400股 | +350股+87.50% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.96% | 4.72% | $3.9万 | 251股 | $15.2万 | 750股 | -499股-66.53% | 减仓 |
 纽蒙特NEM |
| 0.92% | 4.7% | $3.7万 | 400股 | $15.2万 | 1,400股 | -1,000股-71.43% | 减仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.9% | 4.83% | $3.6万 | 1,200股 | $15.6万 | 3,501股 | -2,301股-65.72% | 减仓 |
 明晟MSCI |
| 0.83% | — | $3.4万 | 60股 | $0 | 0股 | +60股 | 新买入 |
 应用材料AMAT |
| 0.71% | 1.06% | $2.9万 | 40股 | $3.4万 | 100股 | -60股-60.00% | 减仓 |
 NETFLIXNFLX |
| 0.71% | 2.39% | $2.9万 | 400股 | $7.7万 | 800股 | -400股-50.00% | 减仓 |
 惠顿贵金属WPM |
| 0.42% | — | $1.7万 | 150股 | $0 | 0股 | +150股 | 新买入 |
