 谷歌AGOOGL |
| 12.32% | 13.51% | $1.32亿 | 37.0万股 | $1.29亿 | 44.9万股 | -7.9万股-17.55% | 减仓 |
 苹果AAPL |
| 10.02% | 9.87% | $1.08亿 | 37.2万股 | $9,433.4万 | 37.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 8.98% | 10.01% | $9,635.9万 | 25.8万股 | $9,562.2万 | 25.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.83% | 7.69% | $8,410.5万 | 35.3万股 | $7,349.4万 | 35.3万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 6.8% | 4.56% | $7,301.4万 | 24.2万股 | $4,358.3万 | 3.0万股 | +21.2万股+717.57% | 加仓 |
 台积电TSM |
| 6.7% | 5.33% | $7,197.0万 | 15.1万股 | $5,092.9万 | 15.1万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 4.29% | 2.27% | $4,610.6万 | 13.5万股 | $2,167.5万 | 13.5万股 | 00.00% | 持仓不变 |
 再生元REGN |
| 3.91% | 5.44% | $4,196.4万 | 6.7万股 | $5,199.9万 | 6.7万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 3.81% | 2.19% | $4,090.4万 | 5.4万股 | $2,092.6万 | 5.4万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 3.68% | 4.05% | $3,950.7万 | 7.9万股 | $3,873.3万 | 7.9万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 3.48% | 4.09% | $3,740.7万 | 9.2万股 | $3,906.7万 | 9.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 3.41% | 3.37% | $3,660.8万 | 10.7万股 | $3,224.9万 | 10.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 3.22% | 3.52% | $3,456.5万 | 6.7万股 | $3,362.7万 | 6.7万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.92% | 1.46% | $3,135.3万 | 8.3万股 | $1,392.8万 | 4.5万股 | +3.8万股+84.44% | 加仓 |
 英伟达NVDA |
| 2.89% | 2.83% | $3,099.4万 | 15.5万股 | $2,701.5万 | 15.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.68% | 3.05% | $2,872.8万 | 5.1万股 | $2,917.9万 | 5.1万股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 2.51% | 2.81% | $2,696.8万 | 19.1万股 | $2,680.4万 | 19.1万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 2.38% | 2.82% | $2,555.5万 | 25.7万股 | $2,691.1万 | 25.7万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 2.11% | — | $2,268.4万 | 31.8万股 | $0 | 0股 | +31.8万股 | 新买入 |
 诺和诺德NVO |
| 1.91% | 1.64% | $2,045.6万 | 42.7万股 | $1,568.1万 | 42.7万股 | 00.00% | 持仓不变 |
| GGE医疗GEHC |
| 1.85% | 2.31% | $1,988.8万 | 31.1万股 | $2,211.6万 | 31.1万股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 1.17% | 2.16% | $1,253.2万 | 17.4万股 | $2,061.6万 | 17.4万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.12% | 1.19% | $1,202.9万 | 5.2万股 | $1,134.9万 | 5.2万股 | 00.00% | 持仓不变 |
