 英伟达NVDA |
| 18.14% | 18.64% | $8,729.0万 | 43.6万股 | $7,772.9万 | 44.6万股 | -9,438股-2.12% | 减仓 |
 苹果AAPL |
| 15.46% | 15.96% | $7,441.4万 | 25.7万股 | $6,653.2万 | 26.2万股 | -4,985股-1.90% | 减仓 |
 AMD超威AMD |
| 7.29% | 2.97% | $3,509.7万 | 6.0万股 | $1,237.9万 | 6.1万股 | -433股-0.71% | 减仓 |
 亚马逊AMZN |
| 6.26% | 6.34% | $3,012.2万 | 12.6万股 | $2,643.8万 | 12.7万股 | -560股-0.44% | 减仓 |
 直觉外科ISRG |
| 5.67% | 7.59% | $2,730.2万 | 6.9万股 | $3,164.5万 | 6.9万股 | +9股+0.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.72% | 4.58% | $2,272.4万 | 6.4万股 | $1,908.7万 | 6.7万股 | -2,222股-3.34% | 减仓 |
 礼来LLY |
| 4.4% | 3.87% | $2,116.2万 | 1.8万股 | $1,614.5万 | 1.8万股 | +90股+0.51% | 加仓 |
 Meta平台META |
| 4.23% | 4.99% | $2,037.6万 | 3.6万股 | $2,080.2万 | 3.6万股 | -186股-0.51% | 减仓 |
 MERCADOLIBRE COMMELI |
| 4.12% | 4.83% | $1,981.5万 | 1.2万股 | $2,014.8万 | 1.2万股 | +21股+0.18% | 加仓 |
 谷歌AGOOGL |
| 4.05% | 3.75% | $1,948.8万 | 5.5万股 | $1,565.1万 | 5.4万股 | +106股+0.19% | 加仓 |
 PALO ALTOPANW |
| 3.94% | 2.12% | $1,895.6万 | 5.6万股 | $884.8万 | 5.5万股 | +395股+0.72% | 加仓 |
 福泰制药VRTX |
| 2.72% | 2.8% | $1,306.5万 | 2.6万股 | $1,168.6万 | 2.6万股 | +132股+0.50% | 加仓 |
 GE VernovaGEV |
| 2.58% | 2.2% | $1,242.7万 | 1.1万股 | $917.2万 | 1.1万股 | +69股+0.66% | 加仓 |
 CHUBB LIMITEDCB |
| 2.2% | 2.43% | $1,057.8万 | 3.1万股 | $1,014.6万 | 3.1万股 | -83股-0.27% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.98% | 2.64% | $951.7万 | 2.1万股 | $1,099.7万 | 2.1万股 | +65股+0.31% | 加仓 |
 BOOKING COMBKNG |
| 1.65% | 1.81% | $793.3万 | 4.5万股 | $754.9万 | 1,793股 | +4.3万股+2,382.26% | 加仓 |
 微软MSFT |
| 1.55% | 1.75% | $744.5万 | 2.0万股 | $729.1万 | 2.0万股 | +264股+1.34% | 加仓 |
 ILLUMINAILMN |
| 1.43% | 1.16% | $690.4万 | 3.9万股 | $483.5万 | 3.9万股 | +35股+0.09% | 加仓 |
 ServiceNowNOW |
| 1.29% | 1.54% | $622.7万 | 6.3万股 | $643.3万 | 6.2万股 | +1,182股+1.92% | 加仓 |
 ADOBE COMADBE |
| 0.97% | 1.35% | $466.6万 | 2.3万股 | $563.8万 | 2.3万股 | -432股-1.86% | 减仓 |
 露露乐蒙LULU |
| 0.95% | 1.5% | $458.7万 | 4.0万股 | $624.2万 | 4.1万股 | -595股-1.46% | 减仓 |
 星巴克SBUX |
| 0.94% | 0.95% | $452.2万 | 4.4万股 | $394.4万 | 4.4万股 | +231股+0.52% | 加仓 |
 家得宝HD |
| 0.64% | 0.68% | $310.0万 | 8,789股 | $284.6万 | 8,652股 | +137股+1.58% | 加仓 |
| N新纪元能源NEE |
| 0.63% | 0.76% | $304.5万 | 3.5万股 | $315.3万 | 3.4万股 | +745股+2.19% | 加仓 |
 迪士尼DIS |
| 0.59% | 0.68% | $282.6万 | 2.9万股 | $281.6万 | 2.9万股 | +143股+0.49% | 加仓 |
 好市多COST |
| 0.25% | 0.31% | $118.6万 | 1,268股 | $127.9万 | 1,284股 | -16股-1.25% | 减仓 |
 卡特彼勒CAT |
| 0.2% | 0.16% | $97.5万 | 916股 | $65.5万 | 924股 | -8股-0.87% | 减仓 |
 强生JNJ |
| 0.17% | 0.19% | $81.9万 | 3,224股 | $78.8万 | 3,224股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.17% | 0.18% | $81.2万 | 2,481股 | $73.4万 | 2,495股 | -14股-0.56% | 减仓 |
 艾伯维ABBV |
| 0.13% | 0.12% | $60.2万 | 2,393股 | $52.0万 | 2,393股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.12% | 0.12% | $57.9万 | 912股 | $51.4万 | 912股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.11% | 0.12% | $51.9万 | 4,042股 | $49.0万 | 4,077股 | -35股-0.86% | 减仓 |
 纽柯钢铁NUE |
| 0.11% | 0.09% | $50.7万 | 2,275股 | $38.6万 | 2,285股 | -10股-0.44% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.07% | 0.09% | $35.6万 | 2,819股 | $39.3万 | 2,819股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.06% | 0.07% | $30.1万 | 2,052股 | $30.2万 | 2,052股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.05% | 0.07% | $26.4万 | 2,905股 | $29.8万 | 2,905股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.05% | 0.05% | $23.5万 | 622股 | $20.7万 | 670股 | -48股-7.16% | 减仓 |
 英特尔INTC |
| 0.05% | — | $23.5万 | 1,680股 | $0 | 0股 | +1,680股 | 新买入 |
 杜克能源DUK |
| 0.05% | 0.05% | $22.1万 | 1,748股 | $22.9万 | 1,748股 | 00.00% | 持仓不变 |
