 英伟达NVDA |
| 6.19% | 6.55% | $6.20亿 | 309.7万股 | $4.79亿 | 274.9万股 | +34.8万股+12.66% | 加仓 |
 微软MSFT |
| 5.31% | 6.24% | $5.31亿 | 142.4万股 | $4.56亿 | 123.3万股 | +19.1万股+15.47% | 加仓 |
 亚马逊AMZN |
| 5.06% | 5.36% | $5.06亿 | 212.4万股 | $3.92亿 | 188.3万股 | +24.2万股+12.84% | 加仓 |
 苹果AAPL |
| 3.92% | 4.46% | $3.92亿 | 135.5万股 | $3.26亿 | 128.4万股 | +7.1万股+5.53% | 加仓 |
 谷歌AGOOGL |
| 3.03% | 2.06% | $3.03亿 | 84.7万股 | $1.51亿 | 52.4万股 | +32.3万股+61.62% | 加仓 |
 VisaV |
| 2.55% | 3.22% | $2.55亿 | 74.5万股 | $2.36亿 | 77.9万股 | -3.5万股-4.43% | 减仓 |
 博通AVGO |
| 2.45% | 2.59% | $2.46亿 | 65.0万股 | $1.89亿 | 61.2万股 | +3.8万股+6.23% | 加仓 |
 AMD超威AMD |
| 2.43% | 1.25% | $2.43亿 | 41.8万股 | $9,107.9万 | 44.8万股 | -3.0万股-6.69% | 减仓 |
 台积电TSM |
| 2.21% | 2.32% | $2.21亿 | 46.4万股 | $1.70亿 | 50.3万股 | -3.9万股-7.82% | 减仓 |
 礼来LLY |
| 1.98% | 2.35% | $1.98亿 | 16.5万股 | $1.72亿 | 18.7万股 | -2.2万股-11.82% | 减仓 |
 英特尔INTC |
| 1.96% | 0.28% | $1.96亿 | 140.1万股 | $2,042.6万 | 46.3万股 | +93.8万股+202.64% | 加仓 |
 万事达MA |
| 1.75% | 2.28% | $1.75亿 | 34.1万股 | $1.67亿 | 33.4万股 | +7,332股+2.20% | 加仓 |
 特斯拉TSLA |
| 1.71% | 1.34% | $1.71亿 | 40.6万股 | $9,776.0万 | 26.3万股 | +14.3万股+54.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.6% | 1.47% | $1.60亿 | 45.3万股 | $1.07亿 | 37.4万股 | +7.8万股+20.96% | 加仓 |
 美光科技MU |
| 1.48% | 0.74% | $1.49亿 | 12.9万股 | $5,409.5万 | 16.0万股 | -3.1万股-19.63% | 减仓 |
 Meta平台META |
| 1.46% | 1.53% | $1.46亿 | 26.0万股 | $1.12亿 | 19.6万股 | +6.4万股+32.78% | 加仓 |
 林德LIN |
| 1.3% | 1.67% | $1.30亿 | 25.0万股 | $1.23亿 | 24.7万股 | +2,936股+1.19% | 加仓 |
 迈威尔MRVL |
| 1.01% | 0.45% | $1.01亿 | 33.9万股 | $3,271.8万 | 33.0万股 | +9,134股+2.77% | 加仓 |
 雷神技术RTX |
| 0.91% | 0.94% | $9,090.4万 | 47.9万股 | $6,883.7万 | 35.7万股 | +12.2万股+34.26% | 加仓 |
 优步UBER |
| 0.89% | 1.18% | $8,879.8万 | 123.1万股 | $8,616.3万 | 119.8万股 | +3.3万股+2.73% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.88% | 1.13% | $8,826.6万 | 43.8万股 | $8,299.3万 | 39.7万股 | +4.1万股+10.26% | 加仓 |
 应用材料AMAT |
| 0.86% | 0.25% | $8,557.1万 | 11.8万股 | $1,794.7万 | 5.3万股 | +6.6万股+125.40% | 加仓 |
| T赛默飞世尔TMO |
| 0.84% | 1.42% | $8,381.7万 | 16.7万股 | $1.04亿 | 21.1万股 | -4.4万股-20.95% | 减仓 |
 强生JNJ |
| 0.8% | 0.6% | $7,967.9万 | 31.4万股 | $4,352.1万 | 17.8万股 | +13.6万股+76.21% | 加仓 |
 VertivVRT |
| 0.79% | 0.79% | $7,935.5万 | 23.7万股 | $5,744.4万 | 22.9万股 | +7,766股+3.39% | 加仓 |
 史赛克SYK |
| 0.75% | 1.04% | $7,540.9万 | 24.0万股 | $7,638.5万 | 23.2万股 | +7,052股+3.03% | 加仓 |
 GE VernovaGEV |
| 0.73% | 0.57% | $7,337.1万 | 6.2万股 | $4,197.3万 | 4.8万股 | +1.4万股+29.88% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.61% | $7,143.9万 | 28.4万股 | $4,442.9万 | 20.4万股 | +8.0万股+38.97% | 加仓 |
 科磊KLAC |
| 0.71% | 0.39% | $7,097.8万 | 23.5万股 | $2,888.4万 | 2.0万股 | +21.6万股+1,099.22% | 加仓 |
 思科CSCO |
| 0.71% | 0.6% | $7,056.3万 | 60.1万股 | $4,360.6万 | 56.2万股 | +3.9万股+6.89% | 加仓 |
 希捷STX |
| 0.65% | 0.35% | $6,496.3万 | 6.7万股 | $2,587.3万 | 6.6万股 | +1,275股+1.93% | 加仓 |
 艺康ECL |
| 0.63% | 0.47% | $6,313.6万 | 22.7万股 | $3,461.5万 | 13.0万股 | +9.6万股+74.15% | 加仓 |
 好市多COST |
| 0.6% | 0.23% | $6,010.5万 | 6.4万股 | $1,679.2万 | 1.7万股 | +4.7万股+281.27% | 加仓 |
 摩根大通JPM |
| 0.6% | 0.55% | $5,974.0万 | 18.3万股 | $3,996.7万 | 13.6万股 | +4.7万股+34.32% | 加仓 |
 LumentumLITE |
| 0.56% | 0.28% | $5,637.8万 | 6.6万股 | $2,022.1万 | 2.9万股 | +3.7万股+128.35% | 加仓 |
 PALO ALTOPANW |
| 0.56% | 0.4% | $5,587.0万 | 16.4万股 | $2,901.0万 | 18.1万股 | -1.7万股-9.46% | 减仓 |
 WELLTOWER COMWELL |
| 0.53% | 0.8% | $5,345.3万 | 23.6万股 | $5,865.1万 | 29.7万股 | -6.1万股-20.61% | 减仓 |
| SSpaceXSPCX |
| 0.49% | — | $4,927.3万 | 28.8万股 | $0 | 0股 | +28.8万股 | 新买入 |
 ZscalerZS |
| 0.49% | 0.19% | $4,914.2万 | 34.8万股 | $1,363.5万 | 9.7万股 | +25.1万股+258.22% | 加仓 |
| IIBMIBM |
| 0.48% | 0.27% | $4,798.3万 | 17.1万股 | $2,005.5万 | 8.3万股 | +8.8万股+106.23% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.48% | 0.04% | $4,785.2万 | 48.1万股 | $313.8万 | 4.1万股 | +44.0万股+1,086.99% | 加仓 |
 甲骨文ORCL |
| 0.48% | 0.51% | $4,779.9万 | 32.6万股 | $3,716.0万 | 25.3万股 | +7.4万股+29.12% | 加仓 |
 默沙东MRK |
| 0.47% | 0.32% | $4,752.0万 | 37.0万股 | $2,368.8万 | 19.7万股 | +17.3万股+87.79% | 加仓 |
 卡特彼勒CAT |
| 0.45% | 0.19% | $4,491.2万 | 4.2万股 | $1,376.8万 | 1.9万股 | +2.3万股+117.02% | 加仓 |
 伊顿ETN |
| 0.45% | 0.45% | $4,469.2万 | 10.5万股 | $3,271.0万 | 9.1万股 | +1.3万股+14.69% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.44% | 0.34% | $4,441.6万 | 43.7万股 | $2,456.8万 | 38.3万股 | +5.4万股+14.22% | 加仓 |
 L3哈里斯LHX |
| 0.44% | 0.48% | $4,403.4万 | 15.2万股 | $3,487.3万 | 10.1万股 | +5.0万股+49.98% | 加仓 |
| VVIASATVSAT |
| 0.42% | 0.13% | $4,152.5万 | 46.2万股 | $966.3万 | 21.1万股 | +25.1万股+119.14% | 加仓 |
 星座能源CEG |
| 0.41% | 0.53% | $4,102.4万 | 16.5万股 | $3,861.4万 | 13.8万股 | +2.7万股+19.45% | 加仓 |
 Arista网络ANET |
| 0.4% | 0.35% | $3,995.2万 | 23.5万股 | $2,569.4万 | 20.9万股 | +2.6万股+12.38% | 加仓 |
