 亚马逊AMZN |
| 12.67% | 14.14% | $1.15亿 | 48.2万股 | $1.06亿 | 50.9万股 | -2.7万股-5.33% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 10.2% | 5.12% | $9,242.7万 | 36.3万股 | $3,833.4万 | 25.4万股 | +10.9万股+42.88% | 加仓 |
 谷歌AGOOGL |
| 8.03% | 7.81% | $7,277.4万 | 20.4万股 | $5,852.9万 | 20.4万股 | +100股+0.05% | 加仓 |
 德州仪器TXN |
| 6.91% | 5.44% | $6,259.5万 | 21.0万股 | $4,076.9万 | 21.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 6.77% | 9.61% | $6,130.0万 | 15.4万股 | $7,200.9万 | 22.6万股 | -7.2万股-31.81% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 5.96% | 7.71% | $5,402.0万 | 22.8万股 | $5,775.9万 | 24.8万股 | -2.0万股-8.08% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 5.93% | 3.46% | $5,372.7万 | 14.3万股 | $2,588.4万 | 9.3万股 | +5.0万股+53.68% | 加仓 |
 泛林集团LRCX |
| 5.53% | 3.3% | $5,014.5万 | 11.6万股 | $2,472.5万 | 11.6万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 4.97% | 4.25% | $4,502.3万 | 9.4万股 | $3,186.0万 | 9.4万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 4.85% | 5.84% | $4,392.5万 | 23.1万股 | $4,372.2万 | 23.1万股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 4.05% | 3.58% | $3,670.0万 | 38.6万股 | $2,684.5万 | 31.6万股 | +7.0万股+22.17% | 加仓 |
 ShopifySHOP |
| 3.69% | 3.17% | $3,345.0万 | 29.3万股 | $2,371.9万 | 20.0万股 | +9.3万股+46.51% | 加仓 |
 VisaV |
| 3.52% | 3.75% | $3,187.8万 | 9.3万股 | $2,808.2万 | 9.3万股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 2.76% | 3.84% | $2,502.4万 | 7.4万股 | $2,876.0万 | 11.7万股 | -4.3万股-36.60% | 减仓 |
 ServiceNowNOW |
| 2.64% | 4.06% | $2,391.7万 | 24.1万股 | $3,042.4万 | 29.1万股 | -5.0万股-17.22% | 减仓 |
| CCRHCRH |
| 2.29% | 2.72% | $2,077.8万 | 19.4万股 | $2,041.3万 | 19.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.26% | 2.38% | $2,048.9万 | 10.2万股 | $1,785.9万 | 10.2万股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 1.93% | 1.96% | $1,748.9万 | 7.1万股 | $1,471.3万 | 7.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.46% | 2.38% | $1,324.5万 | 18.6万股 | $1,783.6万 | 18.6万股 | 00.00% | 持仓不变 |
| OONONON |
| 1.26% | 2.37% | $1,141.4万 | 32.2万股 | $1,776.7万 | 52.2万股 | -20.0万股-38.30% | 减仓 |
 嘉信理财SCHW |
| 1.15% | 1.42% | $1,042.7万 | 11.3万股 | $1,062.0万 | 11.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.93% | — | $844.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| NNEPTUNE INSNP |
| 0.23% | 0.21% | $205.3万 | 6.5万股 | $157.7万 | 6.5万股 | 00.00% | 持仓不变 |
