 沃尔玛WMT |
| 5.39% | 5.69% | $4,964.8万 | 43.8万股 | $6,953.6万 | 56.0万股 | -12.1万股-21.65% | 减仓 |
| MMKSMKSI |
| 3.97% | 2.84% | $3,660.4万 | 8.2万股 | $3,472.8万 | 15.1万股 | -6.9万股-45.54% | 减仓 |
 谷歌AGOOGL |
| 3.62% | 1.75% | $3,336.0万 | 9.3万股 | $2,133.4万 | 7.4万股 | +1.9万股+25.83% | 加仓 |
 第一资本COF |
| 3.31% | 4% | $3,054.1万 | 15.2万股 | $4,886.2万 | 26.8万股 | -11.6万股-43.16% | 减仓 |
| C花旗集团C |
| 3.28% | 4.75% | $3,019.1万 | 21.6万股 | $5,805.8万 | 51.2万股 | -29.6万股-57.86% | 减仓 |
 希捷STX |
| 3.25% | 0.12% | $2,994.9万 | 3.1万股 | $143.1万 | 3,653股 | +2.7万股+749.58% | 加仓 |
 ROSS STORES COMROST |
| 2.93% | 0.03% | $2,703.3万 | 12.7万股 | $40.4万 | 1,863股 | +12.5万股+6,717.28% | 加仓 |
 亚马逊AMZN |
| 2.79% | 3.32% | $2,571.3万 | 10.8万股 | $4,051.3万 | 19.5万股 | -8.7万股-44.54% | 减仓 |
 百事可乐PEP |
| 2.74% | 2.84% | $2,523.4万 | 18.6万股 | $3,474.1万 | 22.4万股 | -3.7万股-16.70% | 减仓 |
 VisaV |
| 2.44% | 0.18% | $2,253.0万 | 6.6万股 | $226.0万 | 7,476股 | +5.8万股+778.38% | 加仓 |
 摩根士丹利MS |
| 2.17% | — | $1,996.8万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 AMD超威AMD |
| 1.99% | 1.42% | $1,832.7万 | 3.2万股 | $1,736.6万 | 8.5万股 | -5.4万股-63.04% | 减仓 |
| TTOAST CL ATOST |
| 1.93% | 2.04% | $1,776.2万 | 63.8万股 | $2,488.6万 | 93.9万股 | -30.0万股-31.99% | 减仓 |
 ServiceNowNOW |
| 1.89% | — | $1,740.6万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
| PPNC FINL SVCS COMVXF |
| 1.75% | 2.17% | $1,615.7万 | 6.6万股 | $2,652.6万 | 12.7万股 | -6.2万股-48.52% | 减仓 |
 希尔顿HLT |
| 1.72% | — | $1,584.9万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| KKLARNAKLAR |
| 1.68% | — | $1,549.9万 | 76.6万股 | $0 | 0股 | +76.6万股 | 新买入 |
 GLOBAL PMTS COMGPN |
| 1.63% | 0.14% | $1,501.7万 | 20.7万股 | $173.6万 | 2.6万股 | +18.1万股+702.34% | 加仓 |
 MAPLEBEAR COMCART |
| 1.62% | — | $1,491.7万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
| VVALMONT INDSVMI |
| 1.56% | — | $1,436.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| SSANDISK COMSNDK |
| 1.53% | 1.47% | $1,407.9万 | 6,192股 | $1,790.5万 | 2.8万股 | -2.2万股-78.03% | 减仓 |
| BBANK OF AMERBAC |
| 1.52% | 1.49% | $1,405.1万 | 24.7万股 | $1,814.2万 | 37.2万股 | -12.6万股-33.74% | 减仓 |
 CloudflareNET |
| 1.48% | 0.53% | $1,368.7万 | 5.6万股 | $649.0万 | 3.1万股 | +2.4万股+77.43% | 加仓 |
 PALO ALTOPANW |
| 1.48% | 1.95% | $1,365.8万 | 4.0万股 | $2,387.1万 | 14.9万股 | -10.9万股-73.10% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.44% | 4.19% | $1,324.5万 | 10.8万股 | $5,119.5万 | 32.6万股 | -21.8万股-66.95% | 减仓 |
 仲量联行JLL |
| 1.4% | 1.79% | $1,286.4万 | 4.2万股 | $2,185.7万 | 7.2万股 | -3.0万股-42.21% | 减仓 |
| WWEBULLBULL |
| 1.3% | — | $1,195.2万 | 183.3万股 | $0 | 0股 | +183.3万股 | 新买入 |
 TENABLETENB |
| 1.28% | — | $1,182.0万 | 32.1万股 | $0 | 0股 | +32.1万股 | 新买入 |
| GGitLabGTLB |
| 1.17% | 0.21% | $1,080.5万 | 35.4万股 | $250.9万 | 11.6万股 | +23.8万股+205.23% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.15% | — | $1,055.5万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| KKLAVIYOKVYO |
| 1.13% | 1.35% | $1,042.9万 | 69.1万股 | $1,649.2万 | 84.7万股 | -15.7万股-18.51% | 减仓 |
| CCBRE CL ACBRE |
| 1.1% | 1.28% | $1,016.8万 | 7.5万股 | $1,558.9万 | 11.5万股 | -4.0万股-34.40% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.03% | 0.59% | $951.3万 | 10.1万股 | $719.8万 | 11.6万股 | -1.6万股-13.44% | 减仓 |
 阿卡迈AKAM |
| 1.01% | 0.66% | $932.3万 | 7.9万股 | $809.5万 | 7.0万股 | +8,385股+11.90% | 加仓 |
 景顺IVZ |
| 0.98% | 2.23% | $899.7万 | 34.1万股 | $2,726.0万 | 112.2万股 | -78.1万股-69.62% | 减仓 |
| HHUT 8HUT |
| 0.97% | 0.68% | $894.4万 | 7.7万股 | $833.3万 | 17.8万股 | -10.0万股-56.39% | 减仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.93% | 1.43% | $857.9万 | 10.4万股 | $1,743.0万 | 39.2万股 | -28.8万股-73.43% | 减仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.93% | 2.8% | $856.7万 | 48.3万股 | $3,418.3万 | 218.4万股 | -170.1万股-77.88% | 减仓 |
| AATLASSIAN CL ATEAM |
| 0.92% | — | $846.2万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
| FFERMIFRMI |
| 0.9% | — | $832.5万 | 90.9万股 | $0 | 0股 | +90.9万股 | 新买入 |
| AARGANAGX |
| 0.85% | — | $786.8万 | 9,853股 | $0 | 0股 | +9,853股 | 新买入 |
| AAEVA TECHNOLOGIESAEVA |
| 0.84% | 1.19% | $777.0万 | 27.1万股 | $1,455.3万 | 110.6万股 | -83.5万股-75.53% | 减仓 |
| KKKR & COMKKR |
| 0.8% | 0.66% | $736.2万 | 8.0万股 | $808.5万 | 8.7万股 | -7,185股-8.22% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.79% | 1.76% | $727.9万 | 2.9万股 | $2,152.0万 | 14.3万股 | -11.4万股-79.95% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.78% | 0.22% | $720.6万 | 2.6万股 | $264.0万 | 2.8万股 | -1,628股-5.79% | 减仓 |
| SSTEPSTONESTEP |
| 0.78% | 0.21% | $720.2万 | 17.4万股 | $257.7万 | 5.4万股 | +12.0万股+222.44% | 加仓 |
| FFIGMAFIG |
| 0.74% | — | $679.7万 | 37.6万股 | $0 | 0股 | +37.6万股 | 新买入 |
 Bloom EnergyBE |
| 0.73% | 0.12% | $671.4万 | 2.2万股 | $150.6万 | 1.1万股 | +1.1万股+99.60% | 加仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.71% | — | $653.0万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.65% | — | $601.8万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
