 微软MSFT |
| 2.69% | 0.23% | $104.1万 | 2,153股 | $48.8万 | 943股 | +1,210股+128.31% | 加仓 |
 亚马逊AMZN |
| 2.09% | 0.48% | $80.9万 | 3,507股 | $104.1万 | 4,742股 | -1,235股-26.04% | 减仓 |
 GE航空GE |
| 2.02% | — | $78.1万 | 2,537股 | $0 | 0股 | +2,537股 | 新买入 |
 优步UBER |
| 2.01% | — | $78.0万 | 9,540股 | $0 | 0股 | +9,540股 | 新买入 |
| BBANK OF AMERBAC |
| 1.9% | 0.27% | $73.4万 | 1.3万股 | $58.2万 | 1.1万股 | +2,054股+18.19% | 加仓 |
 VisaV |
| 1.47% | 0.32% | $56.8万 | 1,620股 | $68.0万 | 1,993股 | -373股-18.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.44% | — | $55.9万 | 1,780股 | $0 | 0股 | +1,780股 | 新买入 |
 谷歌AGOOGL |
| 1.39% | — | $53.9万 | 1,723股 | $0 | 0股 | +1,723股 | 新买入 |
 英伟达NVDA |
| 1.38% | — | $53.6万 | 2,876股 | $0 | 0股 | +2,876股 | 新买入 |
 Meta平台META |
| 1.31% | 0.39% | $50.6万 | 767股 | $83.1万 | 1,132股 | -365股-32.24% | 减仓 |
 美国运通AXP |
| 1.28% | — | $49.5万 | 1,338股 | $0 | 0股 | +1,338股 | 新买入 |
 摩根大通JPM |
| 1.26% | — | $48.9万 | 1,518股 | $0 | 0股 | +1,518股 | 新买入 |
 WELLS FARGO NEWWFC |
| 1.22% | 0.11% | $47.3万 | 5,080股 | $23.8万 | 2,845股 | +2,235股+78.56% | 加仓 |
 美光科技MU |
| 1.22% | 0.52% | $47.3万 | 1,657股 | $111.5万 | 6,662股 | -5,005股-75.13% | 减仓 |
| RRINGCENTRALRNG |
| 1.18% | 0.69% | $45.6万 | 1.6万股 | $148.5万 | 5.2万股 | -3.7万股-69.88% | 减仓 |
 第一资本COF |
| 1.15% | — | $44.6万 | 1,840股 | $0 | 0股 | +1,840股 | 新买入 |
 苹果AAPL |
| 1.15% | — | $44.4万 | 1,632股 | $0 | 0股 | +1,632股 | 新买入 |
 Truist金融TFC |
| 1.14% | — | $44.0万 | 8,941股 | $0 | 0股 | +8,941股 | 新买入 |
 LIBERTY LIVELLYVK |
| 1.11% | 0.13% | $42.9万 | 5,268股 | $28.9万 | 2,979股 | +2,289股+76.84% | 加仓 |
| C花旗集团C |
| 1.1% | 0.17% | $42.7万 | 3,660股 | $37.1万 | 3,651股 | +9股+0.25% | 加仓 |
 VeevaVEEV |
| 1.01% | 0.42% | $39.3万 | 1,759股 | $90.7万 | 3,046股 | -1,287股-42.25% | 减仓 |
 标普全球SPGI |
| 0.98% | 0.35% | $37.9万 | 726股 | $75.0万 | 1,541股 | -815股-52.89% | 减仓 |
 穆迪MCO |
| 0.93% | — | $36.1万 | 707股 | $0 | 0股 | +707股 | 新买入 |
 ServiceNowNOW |
| 0.92% | 0.44% | $35.5万 | 2,316股 | $94.0万 | 1,021股 | +1,295股+126.84% | 加仓 |
| DDOLBY LABORATORIESDLB |
| 0.9% | 0.45% | $34.7万 | 5,408股 | $97.4万 | 1.3万股 | -8,047股-59.81% | 减仓 |
| DDOXIMITYDOCS |
| 0.89% | — | $34.6万 | 7,815股 | $0 | 0股 | +7,815股 | 新买入 |
 VistraVST |
| 0.89% | — | $34.3万 | 2,129股 | $0 | 0股 | +2,129股 | 新买入 |
 美国合众银行USB |
| 0.85% | — | $33.0万 | 6,189股 | $0 | 0股 | +6,189股 | 新买入 |
 帕兰提尔PLTR |
| 0.84% | 0.14% | $32.5万 | 1,831股 | $29.1万 | 1,597股 | +234股+14.65% | 加仓 |
 InsuletPODD |
| 0.82% | 0.54% | $31.7万 | 1,116股 | $116.6万 | 3,776股 | -2,660股-70.44% | 减仓 |
 博通AVGO |
| 0.82% | 0.35% | $31.6万 | 913股 | $75.2万 | 2,279股 | -1,366股-59.94% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.81% | — | $31.6万 | 1,512股 | $0 | 0股 | +1,512股 | 新买入 |
 LEIDOS COMLDOS |
| 0.81% | 0.1% | $31.3万 | 1,737股 | $22.0万 | 1,164股 | +573股+49.23% | 加仓 |
| DDUOLINGODUOL |
| 0.81% | 0.83% | $31.3万 | 1,781股 | $179.2万 | 5,568股 | -3,787股-68.01% | 减仓 |
 OKTA CLASS AOKTA |
| 0.79% | 0.29% | $30.4万 | 3,520股 | $62.9万 | 6,855股 | -3,335股-48.65% | 减仓 |
| LLYFT INC CLASS ALYFT |
| 0.78% | 0.24% | $30.2万 | 1.6万股 | $51.5万 | 2.3万股 | -7,791股-33.29% | 减仓 |
 霍尼韦尔HON |
| 0.74% | 0.32% | $28.5万 | 1,462股 | $68.4万 | 3,251股 | -1,789股-55.03% | 减仓 |
| CCOMMERCIAL METALSCMC |
| 0.73% | — | $28.3万 | 4,092股 | $0 | 0股 | +4,092股 | 新买入 |
 可口可乐KO |
| 0.73% | 0.3% | $28.2万 | 4,030股 | $63.8万 | 9,618股 | -5,588股-58.10% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.72% | — | $27.9万 | 4,171股 | $0 | 0股 | +4,171股 | 新买入 |
| GGitLabGTLB |
| 0.71% | 0.2% | $27.6万 | 7,353股 | $42.6万 | 9,457股 | -2,104股-22.25% | 减仓 |
 DocuSignDOCU |
| 0.71% | 0.47% | $27.5万 | 4,019股 | $102.2万 | 1.4万股 | -1.0万股-71.64% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.71% | — | $27.4万 | 2,012股 | $0 | 0股 | +2,012股 | 新买入 |
 ANTERO MIDSTREAMAM |
| 0.7% | 0.17% | $27.3万 | 1.5万股 | $35.7万 | 1.8万股 | -3,030股-16.50% | 减仓 |
| AAPPLOVINAPP |
| 0.7% | — | $27.0万 | 400股 | $0 | 0股 | +400股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 0.69% | — | $26.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.69% | 0.17% | $26.8万 | 461股 | $37.1万 | 531股 | -70股-13.18% | 减仓 |
 GE VernovaGEV |
| 0.69% | 0.22% | $26.7万 | 409股 | $47.8万 | 778股 | -369股-47.43% | 减仓 |
 通用动力GD |
| 0.69% | 0.29% | $26.7万 | 794股 | $61.4万 | 1,801股 | -1,007股-55.91% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.68% | 0.3% | $26.3万 | 1,201股 | $65.3万 | 2,897股 | -1,696股-58.54% | 减仓 |
