 美光科技MU |
| 10.94% | 7.33% | $2.00亿 | 17.3万股 | $8,647.4万 | 25.6万股 | -8.3万股-32.36% | 减仓 |
 微软MSFT |
| 10.35% | 3.59% | $1.89亿 | 50.7万股 | $4,236.3万 | 11.4万股 | +39.2万股+342.74% | 加仓 |
 AMD超威AMD |
| 6.64% | 0.63% | $1.21亿 | 20.9万股 | $746.5万 | 3.7万股 | +17.2万股+468.35% | 加仓 |
 ABIVAXABVX |
| 5.59% | 7.23% | $1.02亿 | 76.5万股 | $8,528.5万 | 76.6万股 | -583股-0.08% | 减仓 |
 亚马逊AMZN |
| 5.41% | 4.64% | $9,875.9万 | 41.4万股 | $5,476.6万 | 26.3万股 | +15.1万股+57.58% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 4.91% | 3.95% | $8,972.2万 | 47.9万股 | $4,659.1万 | 47.9万股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 4.54% | — | $8,294.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 VisaV |
| 4.46% | — | $8,135.8万 | 23.7万股 | $0 | 0股 | +23.7万股 | 新买入 |
 CrowdStrikeCRWD |
| 4.21% | 3.49% | $7,681.9万 | 10.1万股 | $4,114.9万 | 10.5万股 | -4,737股-4.49% | 减仓 |
 西部数据WDC |
| 3.87% | 2.22% | $7,059.4万 | 11.1万股 | $2,622.3万 | 9.7万股 | +1.4万股+14.00% | 加仓 |
 英特尔INTC |
| 3.73% | 1.08% | $6,818.4万 | 48.8万股 | $1,277.2万 | 28.9万股 | +19.9万股+68.73% | 加仓 |
 英伟达NVDA |
| 3.27% | 5.04% | $5,968.7万 | 29.8万股 | $5,942.6万 | 34.1万股 | -4.2万股-12.46% | 减仓 |
 应用材料AMAT |
| 3.18% | 2.46% | $5,813.2万 | 8.0万股 | $2,896.2万 | 8.5万股 | -4,333股-5.11% | 减仓 |
 CYTOKINETICSCYTK |
| 3.08% | 3.69% | $5,625.2万 | 66.0万股 | $4,352.1万 | 66.0万股 | 00.00% | 持仓不变 |
 雅保ALB |
| 3.02% | — | $5,506.5万 | 40.8万股 | $0 | 0股 | +40.8万股 | 新买入 |
 博通AVGO |
| 2.92% | 3.38% | $5,337.0万 | 14.1万股 | $3,983.7万 | 12.9万股 | +1.3万股+9.77% | 加仓 |
 星座能源CEG |
| 2.78% | 2.42% | $5,071.6万 | 20.4万股 | $2,853.1万 | 10.2万股 | +10.2万股+99.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.32% | 9.34% | $4,242.3万 | 12.0万股 | $1.10亿 | 38.4万股 | -26.4万股-68.73% | 减仓 |
| HHEALTHEQUITYHQY |
| 2.26% | — | $4,126.9万 | 45.7万股 | $0 | 0股 | +45.7万股 | 新买入 |
 谷歌AGOOGL |
| 1.98% | 1.44% | $3,609.9万 | 10.1万股 | $1,701.4万 | 5.9万股 | +4.2万股+70.73% | 加仓 |
 自由港麦克莫兰FCX |
| 1.91% | 2.77% | $3,491.0万 | 55.5万股 | $3,262.8万 | 55.5万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 1.38% | 0.71% | $2,521.6万 | 8.5万股 | $838.4万 | 8.5万股 | 00.00% | 持仓不变 |
 UNIQUREQURE |
| 1.32% | 0.72% | $2,402.8万 | 52.2万股 | $852.9万 | 52.2万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 1.13% | 1.81% | $2,065.2万 | 9.3万股 | $2,129.2万 | 9.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.05% | 1.26% | $1,908.3万 | 3.4万股 | $1,490.1万 | 2.6万股 | +7,833股+30.08% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.74% | 3.18% | $1,354.2万 | 7,978股 | $3,749.2万 | 2.2万股 | -1.4万股-63.21% | 减仓 |
 苹果AAPL |
| 0.66% | 0.63% | $1,205.5万 | 4.2万股 | $743.5万 | 2.9万股 | +1.2万股+42.21% | 加仓 |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.47% | 0.75% | $857.0万 | 12.3万股 | $880.1万 | 12.2万股 | +441股+0.36% | 加仓 |
 GE VernovaGEV |
| 0.37% | 0.53% | $680.8万 | 5,795股 | $628.8万 | 7,204股 | -1,409股-19.56% | 减仓 |
 南方铜业SCCO |
| 0.33% | 0.49% | $595.5万 | 3.4万股 | $582.2万 | 3.4万股 | +337股+1.00% | 加仓 |
 JANUX THERAPEUTICSJANX |
| 0.32% | 0.44% | $578.3万 | 37.6万股 | $523.3万 | 37.6万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.18% | 0.31% | $330.1万 | 2.9万股 | $362.0万 | 2.9万股 | +12股+0.04% | 加仓 |
 卡特彼勒CAT |
| 0.18% | 0.19% | $329.4万 | 3,093股 | $221.1万 | 3,121股 | -28股-0.90% | 减仓 |
 埃克森美孚XOM |
| 0.15% | 3.06% | $278.5万 | 2.0万股 | $3,606.9万 | 21.3万股 | -19.2万股-90.42% | 减仓 |
 赛富时CRM |
| 0.08% | 0.15% | $143.9万 | 9,183股 | $171.4万 | 9,183股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.07% | 0.09% | $130.4万 | 1,289股 | $108.9万 | 1,287股 | +2股+0.16% | 加仓 |
 雪佛龙CVX |
| 0.06% | 2.98% | $110.9万 | 6,688股 | $3,514.1万 | 17.0万股 | -16.3万股-96.06% | 减仓 |
 宝洁PG |
| 0.03% | 0.05% | $60.9万 | 4,153股 | $59.8万 | 4,140股 | +13股+0.31% | 加仓 |
 摩根大通JPM |
| 0.03% | 0.05% | $59.3万 | 1,811股 | $53.3万 | 1,811股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.02% | 0.03% | $42.9万 | 7,522股 | $36.7万 | 7,522股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.02% | 0.04% | $42.6万 | 3,143股 | $48.8万 | 3,143股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.02% | 0.03% | $42.4万 | 5,219股 | $39.7万 | 5,218股 | +1股+0.02% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.01% | 0.02% | $23.5万 | 2,846股 | $22.7万 | 2,846股 | 00.00% | 持仓不变 |
