 英伟达NVDA |
| 5.13% | 5.79% | $4,595.5万 | 23.0万股 | $3,981.0万 | 22.8万股 | +1,404股+0.62% | 加仓 |
| AASTERA LABSALAB |
| 5% | 1.6% | $4,474.9万 | 9.3万股 | $1,098.5万 | 10.0万股 | -7,584股-7.57% | 减仓 |
 美光科技MU |
| 3.94% | 1.47% | $3,529.9万 | 3.1万股 | $1,013.4万 | 3.0万股 | +586股+1.95% | 加仓 |
 谷歌AGOOGL |
| 3.47% | 3.59% | $3,108.5万 | 8.7万股 | $2,468.1万 | 8.6万股 | +1,155股+1.35% | 加仓 |
 苹果AAPL |
| 3.45% | 4.11% | $3,085.4万 | 10.7万股 | $2,831.3万 | 11.2万股 | -4,931股-4.42% | 减仓 |
 迈威尔MRVL |
| 3.22% | 1.37% | $2,881.2万 | 9.7万股 | $940.2万 | 9.5万股 | +1,795股+1.89% | 加仓 |
 RobinhoodHOOD |
| 2.77% | 1.97% | $2,482.7万 | 24.8万股 | $1,353.1万 | 19.5万股 | +5.2万股+26.79% | 加仓 |
 礼来LLY |
| 2.67% | 2.58% | $2,390.0万 | 2.0万股 | $1,774.5万 | 1.9万股 | +633股+3.28% | 加仓 |
 泛林集团LRCX |
| 2.57% | 1.61% | $2,298.1万 | 5.3万股 | $1,104.9万 | 5.2万股 | +1,319股+2.55% | 加仓 |
 特斯拉TSLA |
| 2.55% | 2.87% | $2,279.9万 | 5.4万股 | $1,974.8万 | 5.3万股 | +1,082股+2.04% | 加仓 |
 GE VernovaGEV |
| 2.49% | 2.32% | $2,232.5万 | 1.9万股 | $1,596.5万 | 1.8万股 | +712股+3.89% | 加仓 |
| C花旗集团C |
| 2.33% | 2.45% | $2,082.9万 | 14.9万股 | $1,687.5万 | 14.9万股 | +23股+0.02% | 加仓 |
 VertivVRT |
| 2.32% | 2.4% | $2,080.1万 | 6.2万股 | $1,652.8万 | 6.6万股 | -3,835股-5.81% | 减仓 |
 亚马逊AMZN |
| 2.19% | 2.4% | $1,957.7万 | 8.2万股 | $1,652.4万 | 7.9万股 | +2,802股+3.53% | 加仓 |
 LumentumLITE |
| 2.08% | 2.61% | $1,864.5万 | 2.2万股 | $1,795.3万 | 2.6万股 | -3,818股-14.95% | 减仓 |
| TTERADYNETER |
| 1.93% | 1.48% | $1,726.0万 | 3.6万股 | $1,018.3万 | 3.4万股 | +1,322股+3.85% | 加仓 |
 ShopifySHOP |
| 1.92% | 1.67% | $1,722.8万 | 15.1万股 | $1,151.8万 | 9.7万股 | +5.4万股+55.39% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.79% | — | $1,605.2万 | 89.5万股 | $0 | 0股 | +89.5万股 | 新买入 |
 REDDIT CL ARDDT |
| 1.75% | 1.48% | $1,569.2万 | 9.0万股 | $1,017.1万 | 7.6万股 | +1.5万股+19.68% | 加仓 |
 Arista网络ANET |
| 1.69% | 1.52% | $1,517.3万 | 8.9万股 | $1,043.3万 | 8.5万股 | +4,343股+5.11% | 加仓 |
 Meta平台META |
| 1.69% | 1.91% | $1,509.7万 | 2.7万股 | $1,317.4万 | 2.3万股 | +3,775股+16.39% | 加仓 |
 钢铁动力STLD |
| 1.68% | 1.72% | $1,503.9万 | 6.6万股 | $1,186.1万 | 6.6万股 | -355股-0.54% | 减仓 |
| EENTEGRISENTG |
| 1.67% | — | $1,497.3万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 QUANTA SVCSPWR |
| 1.65% | 1.53% | $1,477.2万 | 2.1万股 | $1,052.5万 | 1.9万股 | +1,345股+7.02% | 加仓 |
| EEVERPURE CL AEVPR |
| 1.52% | 0.05% | $1,363.7万 | 17.3万股 | $36.0万 | 6,097股 | +16.7万股+2,738.87% | 加仓 |
 新思科技SNPS |
| 1.52% | 1.02% | $1,359.1万 | 3.0万股 | $699.0万 | 1.8万股 | +1.3万股+72.83% | 加仓 |
| AAPPLOVINAPP |
| 1.43% | 1.51% | $1,277.9万 | 2.5万股 | $1,041.2万 | 2.6万股 | -1,359股-5.19% | 减仓 |
 阿里拉姆制药ALNY |
| 1.4% | 1.46% | $1,254.8万 | 4.2万股 | $1,002.5万 | 3.0万股 | +1.1万股+37.58% | 加仓 |
 迪士尼DIS |
| 1.36% | 0.07% | $1,216.2万 | 12.6万股 | $45.2万 | 4,690股 | +12.2万股+2,594.12% | 加仓 |
 SYMBOTIC CLASS A COMSYM |
| 1.3% | — | $1,164.6万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
 自由港麦克莫兰FCX |
| 1.2% | 1.39% | $1,070.7万 | 17.0万股 | $955.7万 | 16.3万股 | +7,653股+4.71% | 加仓 |
 再生元REGN |
| 1.02% | 0.03% | $915.2万 | 1.5万股 | $22.0万 | 285股 | +1.4万股+5,050.18% | 加仓 |
 波音BA |
| 0.94% | 1.05% | $840.4万 | 3.9万股 | $722.9万 | 3.6万股 | +2,503股+6.89% | 加仓 |
 雪佛龙CVX |
| 0.86% | 2.32% | $772.6万 | 4.7万股 | $1,595.7万 | 7.7万股 | -3.1万股-39.57% | 减仓 |
| SSpaceXSPCX |
| 0.7% | — | $622.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 卡特彼勒CAT |
| 0.67% | 0.57% | $601.9万 | 5,652股 | $393.0万 | 5,547股 | +105股+1.89% | 加仓 |
 MP MATERIALSMP |
| 0.62% | — | $558.7万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 直觉外科ISRG |
| 0.58% | 1.65% | $523.0万 | 1.3万股 | $1,138.4万 | 2.5万股 | -1.2万股-46.75% | 减仓 |
 艾伯维ABBV |
| 0.49% | 0.56% | $439.3万 | 1.7万股 | $386.2万 | 1.8万股 | -296股-1.67% | 减仓 |
 摩根大通JPM |
| 0.47% | 0.55% | $421.0万 | 1.3万股 | $381.1万 | 1.3万股 | -95股-0.73% | 减仓 |
 思科CSCO |
| 0.45% | 0.45% | $405.2万 | 3.4万股 | $310.7万 | 4.0万股 | -5,543股-13.84% | 减仓 |
 康明斯CMI |
| 0.45% | 0.43% | $399.0万 | 5,595股 | $295.9万 | 5,500股 | +95股+1.73% | 加仓 |
 强生JNJ |
| 0.44% | 0.55% | $393.9万 | 1.6万股 | $375.4万 | 1.5万股 | +150股+0.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.44% | $378.6万 | 5,070股 | $302.7万 | 4,654股 | +416股+8.94% | 加仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.39% | 0.59% | $349.9万 | 7.1万股 | $405.3万 | 7.0万股 | +868股+1.23% | 加仓 |
 博通AVGO |
| 0.38% | 0.43% | $343.5万 | 9,093股 | $293.2万 | 9,474股 | -381股-4.02% | 减仓 |
| AAGILON HEALTHAGL |
| 0.37% | — | $333.8万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.36% | 0.33% | $326.6万 | 3.6万股 | $226.6万 | 3.5万股 | +744股+2.12% | 加仓 |
| I景顺QQQ信托VOO |
| 0.35% | 0.35% | $312.4万 | 4,242股 | $240.6万 | 4,169股 | +73股+1.75% | 加仓 |
| IIBMIBM |
| 0.34% | 0.37% | $303.2万 | 1.1万股 | $251.8万 | 1.0万股 | +392股+3.77% | 加仓 |
