 AMD超威AMD |
| 6.25% | 4.6% | $1,789.8万 | 3.1万股 | $816.8万 | 4.0万股 | -9,340股-23.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.12% | 4.97% | $1,464.6万 | 4.1万股 | $884.1万 | 3.1万股 | +1.1万股+34.49% | 加仓 |
 亚马逊AMZN |
| 5.1% | 7.18% | $1,458.6万 | 6.1万股 | $1,276.7万 | 6.1万股 | -100股-0.16% | 减仓 |
 微软MSFT |
| 4.76% | 6.25% | $1,363.4万 | 3.7万股 | $1,110.5万 | 3.0万股 | +6,550股+21.83% | 加仓 |
 博通AVGO |
| 4.53% | 4.83% | $1,297.6万 | 3.4万股 | $859.2万 | 2.8万股 | +6,590股+23.74% | 加仓 |
 Meta平台META |
| 4.24% | 5.79% | $1,214.5万 | 2.2万股 | $1,029.8万 | 1.8万股 | +3,560股+19.78% | 加仓 |
 特斯拉TSLA |
| 3.74% | 4.93% | $1,069.2万 | 2.5万股 | $876.2万 | 2.4万股 | +1,850股+7.85% | 加仓 |
 英伟达NVDA |
| 3.49% | 6.13% | $998.0万 | 5.0万股 | $1,089.7万 | 6.2万股 | -1.3万股-20.17% | 减仓 |
 英特尔INTC |
| 3.25% | 3.28% | $929.2万 | 6.7万股 | $582.4万 | 13.2万股 | -6.5万股-49.58% | 减仓 |
| NNOVANVMI |
| 1.83% | 1.47% | $523.9万 | 9,650股 | $260.6万 | 6,000股 | +3,650股+60.83% | 加仓 |
 甲骨文ORCL |
| 1.77% | 1.9% | $505.9万 | 3.5万股 | $338.4万 | 2.3万股 | +1.2万股+50.09% | 加仓 |
 PALO ALTOPANW |
| 1.7% | 2.03% | $487.7万 | 1.4万股 | $360.7万 | 2.3万股 | -8,200股-36.44% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 1.64% | 1.06% | $469.4万 | 9.5万股 | $189.1万 | 5.0万股 | +4.5万股+90.64% | 加仓 |
 ServiceNowNOW |
| 1.62% | 2.08% | $463.4万 | 4.7万股 | $369.1万 | 3.5万股 | +1.1万股+32.24% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.61% | 1.32% | $461.3万 | 1.8万股 | $233.8万 | 1.6万股 | +2,625股+16.94% | 加仓 |
 应用材料AMAT |
| 1.52% | 1.56% | $433.8万 | 6,000股 | $276.8万 | 8,100股 | -2,100股-25.93% | 减仓 |
 MONGODB CL AMDB |
| 1.51% | 1.38% | $431.1万 | 1.3万股 | $244.8万 | 1.0万股 | +2,835股+28.35% | 加仓 |
 德州仪器TXN |
| 1.48% | 1.45% | $423.3万 | 1.4万股 | $256.8万 | 1.3万股 | +970股+7.33% | 加仓 |
 思科CSCO |
| 1.42% | — | $405.8万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 TwilioTWLO |
| 1.34% | 1.77% | $384.8万 | 1.9万股 | $314.6万 | 2.5万股 | -6,350股-25.40% | 减仓 |
 GeneracGNRC |
| 1.32% | 1.42% | $377.7万 | 1.3万股 | $252.0万 | 1.3万股 | 00.00% | 持仓不变 |
| SSIMILARWEBSMWB |
| 1.32% | 0.9% | $377.0万 | 61.5万股 | $160.5万 | 61.5万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.31% | 1.83% | $375.5万 | 9,455股 | $325.1万 | 1.0万股 | -765股-7.49% | 减仓 |
 CAMTEKCAMT |
| 1.25% | 1.82% | $357.2万 | 2.2万股 | $324.2万 | 2.1万股 | +520股+2.43% | 加仓 |
| NNUTANIXNTNX |
| 1.25% | — | $356.7万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | — | $348.6万 | 8,080股 | $0 | 0股 | +8,080股 | 新买入 |
 泛林集团LRCX |
| 1.21% | — | $346.7万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 优步UBER |
| 1.17% | 1.61% | $334.8万 | 4.6万股 | $285.9万 | 4.0万股 | +6,650股+16.73% | 加仓 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 1.16% | 1.01% | $331.0万 | 4.8万股 | $180.2万 | 5.7万股 | -9,600股-16.80% | 减仓 |
| SSEMTECHSMTC |
| 1.08% | 0.63% | $309.8万 | 1.9万股 | $111.5万 | 1.5万股 | +4,640股+32.00% | 加仓 |
| CCELLEBRITE DICLBT |
| 1.08% | 1.2% | $309.2万 | 21.2万股 | $213.5万 | 15.5万股 | +5.7万股+36.69% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 1.08% | 1.13% | $308.2万 | 23.2万股 | $201.0万 | 25.0万股 | -1.8万股-7.18% | 减仓 |
| MMONDAY COMMNDY |
| 1.07% | 0.58% | $305.8万 | 4.2万股 | $103.7万 | 1.5万股 | +2.7万股+181.67% | 加仓 |
 DatadogDDOG |
| 1.02% | — | $291.0万 | 205.0万股 | $0 | 0股 | +205.0万股 | 新买入 |
 NETFLIXNFLX |
| 1.01% | 1.91% | $287.7万 | 4.0万股 | $339.4万 | 3.5万股 | +5,000股+14.16% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 0.99% | — | $284.1万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 沃尔玛WMT |
| 0.99% | 1.12% | $283.2万 | 2.5万股 | $198.8万 | 1.6万股 | +9,000股+56.25% | 加仓 |
 Cloudflare, Inc.NET |
| 0.97% | — | $279.1万 | 220.0万股 | $0 | 0股 | +220.0万股 | 新买入 |
 DatadogDDOG |
| 0.93% | — | $265.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| WWIX COM SHSWIX |
| 0.89% | 1.01% | $255.2万 | 5.6万股 | $180.1万 | 2.0万股 | +3.6万股+181.25% | 加仓 |
| RRUBRIK INC CLASS ARBRK |
| 0.86% | 0.77% | $246.7万 | 3.1万股 | $136.1万 | 2.8万股 | +2,930股+10.54% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.85% | — | $243.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| NNutanixNTNX |
| 0.83% | — | $236.6万 | 240.0万股 | $0 | 0股 | +240.0万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 0.81% | 0.96% | $230.4万 | 2.4万股 | $170.4万 | 2.8万股 | -3,150股-11.44% | 减仓 |
 Enphase能源ENPH |
| 0.72% | — | $205.8万 | 220.0万股 | $0 | 0股 | +220.0万股 | 新买入 |
 台积电TSM |
| 0.72% | 1.52% | $205.4万 | 4,300股 | $270.4万 | 8,000股 | -3,700股-46.25% | 减仓 |
| UUnityU |
| 0.71% | 0.84% | $204.0万 | 180.0万股 | $150.1万 | 150.0万股 | +30.0万股+20.00% | 加仓 |
| SSiTimeSITM |
| 0.7% | — | $199.7万 | 180.0万股 | $0 | 0股 | +180.0万股 | 新买入 |
| VVICORVICR |
| 0.66% | — | $189.9万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 Microchip Technology IncorporatedMCHP |
| 0.64% | — | $182.0万 | 165.0万股 | $0 | 0股 | +165.0万股 | 新买入 |
