 英伟达NVDA |
| 9.8% | 9.7% | $1,044.3万 | 5.6万股 | $2,617.7万 | 14.0万股 | -8.4万股-60.09% | 减仓 |
 苹果AAPL |
| 8.82% | 8.32% | $939.8万 | 3.5万股 | $2,244.7万 | 8.8万股 | -5.4万股-60.78% | 减仓 |
 微软MSFT |
| 7.75% | 8.42% | $826.3万 | 1.7万股 | $2,271.1万 | 4.4万股 | -2.7万股-61.04% | 减仓 |
 博通AVGO |
| 5.49% | 5.2% | $584.8万 | 1.7万股 | $1,403.1万 | 4.3万股 | -2.6万股-60.27% | 减仓 |
 亚马逊AMZN |
| 5.31% | 5.02% | $566.0万 | 2.5万股 | $1,353.5万 | 6.2万股 | -3.7万股-60.22% | 减仓 |
 谷歌AGOOGL |
| 3.86% | 3.09% | $411.2万 | 1.3万股 | $833.3万 | 3.4万股 | -2.1万股-61.68% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.62% | 2.92% | $385.2万 | 1.2万股 | $788.2万 | 3.2万股 | -2.0万股-62.07% | 减仓 |
 特斯拉TSLA |
| 3.51% | 3.52% | $374.1万 | 8,319股 | $950.2万 | 2.1万股 | -1.3万股-61.07% | 减仓 |
 Meta平台META |
| 3% | 3.34% | $319.8万 | 4,845股 | $900.9万 | 1.2万股 | -7,423股-60.51% | 减仓 |
 帕兰提尔PLTR |
| 2.13% | 2.2% | $227.1万 | 1.3万股 | $593.7万 | 3.3万股 | -2.0万股-60.75% | 减仓 |
 NETFLIXNFLX |
| 2.11% | 2.8% | $224.5万 | 2.4万股 | $754.6万 | 6,294股 | +1.8万股+280.36% | 加仓 |
 AMD超威AMD |
| 1.94% | 1.46% | $206.8万 | 9,656股 | $394.1万 | 2.4万股 | -1.5万股-60.36% | 减仓 |
 好市多COST |
| 1.91% | 2.28% | $203.6万 | 2,361股 | $613.9万 | 6,632股 | -4,271股-64.40% | 减仓 |
 美光科技MU |
| 1.78% | 1.03% | $189.2万 | 6,628股 | $277.9万 | 1.7万股 | -9,980股-60.09% | 减仓 |
 思科CSCO |
| 1.65% | 1.54% | $175.7万 | 2.3万股 | $416.2万 | 6.1万股 | -3.8万股-62.29% | 减仓 |
 泛林集团LRCX |
| 1.2% | 0.97% | $128.1万 | 7,485股 | $262.8万 | 2.0万股 | -1.2万股-61.87% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.14% | 1.57% | $121.5万 | 5,983股 | $423.6万 | 1.8万股 | -1.2万股-66.19% | 减仓 |
| AAPPLOVINAPP |
| 1.13% | 1.14% | $120.0万 | 1,781股 | $307.9万 | 4,285股 | -2,504股-58.44% | 减仓 |
 应用材料AMAT |
| 1.1% | 0.95% | $117.2万 | 4,561股 | $257.0万 | 1.3万股 | -7,990股-63.66% | 减仓 |
 ShopifySHOP |
| 1.07% | 0.95% | $114.4万 | 7,109股 | $255.2万 | 1.7万股 | -1.0万股-58.61% | 减仓 |
 林德LIN |
| 1.03% | 1.27% | $109.5万 | 2,568股 | $343.9万 | 7,240股 | -4,672股-64.53% | 减仓 |
 直觉外科ISRG |
| 1.03% | 0.88% | $109.3万 | 1,929股 | $236.3万 | 5,283股 | -3,354股-63.49% | 减仓 |
 科磊KLAC |
| 0.97% | 0.81% | $103.4万 | 851股 | $217.6万 | 2,017股 | -1,166股-57.81% | 减仓 |
 BOOKING COMBKNG |
| 0.93% | 1.06% | $99.1万 | 185股 | $285.1万 | 528股 | -343股-64.96% | 减仓 |
 百事可乐PEP |
| 0.91% | 1.08% | $97.2万 | 6,774股 | $292.2万 | 2.1万股 | -1.4万股-67.44% | 减仓 |
 AMGEN COMAMGN |
| 0.87% | 0.84% | $92.7万 | 2,831股 | $226.6万 | 8,029股 | -5,198股-64.74% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.82% | 0.78% | $87.6万 | 7,133股 | $209.5万 | 1.9万股 | -1.2万股-62.22% | 减仓 |
 德州仪器TXN |
| 0.81% | 0.95% | $86.5万 | 4,986股 | $256.7万 | 1.4万股 | -8,988股-64.32% | 减仓 |
 财捷INTU |
| 0.76% | 1.07% | $81.1万 | 1,224股 | $289.2万 | 4,235股 | -3,011股-71.10% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.73% | 0.68% | $77.6万 | 2,861股 | $182.8万 | 7,439股 | -4,578股-61.54% | 减仓 |
 英特尔INTC |
| 0.71% | 0.57% | $75.6万 | 2.0万股 | $153.1万 | 4.6万股 | -2.5万股-55.11% | 减仓 |
 PALO ALTOPANW |
| 0.68% | 0.74% | $72.9万 | 3,956股 | $198.5万 | 9,750股 | -5,794股-59.43% | 减仓 |
| Q高通QCOM |
| 0.66% | 1.03% | $69.8万 | 4,082股 | $278.7万 | 1.7万股 | -1.3万股-75.64% | 减仓 |
 CrowdStrikeCRWD |
| 0.65% | 0.64% | $69.5万 | 1,483股 | $171.8万 | 3,504股 | -2,021股-57.68% | 减仓 |
 霍尼韦尔HON |
| 0.65% | 0.77% | $69.5万 | 3,562股 | $206.6万 | 9,813股 | -6,251股-63.70% | 减仓 |
 ADOBE COMADBE |
| 0.65% | 0.57% | $69.1万 | 1,973股 | $154.7万 | 4,386股 | -2,413股-55.02% | 减仓 |
 福泰制药VRTX |
| 0.64% | 0.58% | $67.7万 | 1,494股 | $156.1万 | 3,986股 | -2,492股-62.52% | 减仓 |
 星座能源CEG |
| 0.58% | 0.57% | $61.9万 | 1,752股 | $154.4万 | 4,693股 | -2,941股-62.67% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.55% | 0.68% | $59.0万 | 293股 | $184.6万 | 790股 | -497股-62.91% | 减仓 |
 ADPADP |
| 0.55% | 0.67% | $58.8万 | 2,287股 | $179.7万 | 6,123股 | -3,836股-62.65% | 减仓 |
 阿斯麦ASML |
| 0.55% | 0.5% | $58.5万 | 547股 | $133.7万 | 1,381股 | -834股-60.39% | 减仓 |
 新思科技SNPS |
| 0.52% | 0.49% | $55.1万 | 1,172股 | $133.0万 | 2,696股 | -1,524股-56.53% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.51% | 0.53% | $54.7万 | 1,749股 | $142.5万 | 4,056股 | -2,307股-56.88% | 减仓 |
| DDOORDASHDASH |
| 0.51% | 0.57% | $54.2万 | 2,394股 | $154.8万 | 5,690股 | -3,296股-57.93% | 减仓 |
 万豪MAR |
| 0.47% | 0.41% | $50.2万 | 1,617股 | $109.9万 | 4,221股 | -2,604股-61.69% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.42% | 0.53% | $44.6万 | 4,895股 | $142.1万 | 1.3万股 | -8,290股-62.87% | 减仓 |
 迈威尔MRVL |
| 0.41% | 0.4% | $43.2万 | 5,078股 | $109.0万 | 1.3万股 | -7,889股-60.84% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.4% | 0.36% | $42.7万 | 5,566股 | $98.3万 | 1.5万股 | -9,036股-61.88% | 减仓 |
 星巴克SBUX |
| 0.4% | 0.36% | $42.5万 | 5,050股 | $97.9万 | 1.2万股 | -6,518股-56.35% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.4% | 0.67% | $42.5万 | 1.4万股 | $181.8万 | 5.8万股 | -4.4万股-75.67% | 减仓 |
