 自由港麦克莫兰FCX |
| 8.89% | 9.27% | $5,611.0万 | 89.2万股 | $5,244.4万 | 89.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 8.71% | 6% | $5,496.8万 | 23.1万股 | $3,394.8万 | 16.3万股 | +6.8万股+41.49% | 加仓 |
 英伟达NVDA |
| 8.56% | 5.24% | $5,402.4万 | 27.0万股 | $2,964.8万 | 17.0万股 | +10.0万股+58.82% | 加仓 |
 微软MSFT |
| 8.03% | 7.23% | $5,069.3万 | 13.6万股 | $4,090.4万 | 11.1万股 | +2.5万股+22.99% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 7.66% | 3.48% | $4,835.5万 | 19.0万股 | $1,969.7万 | 13.1万股 | +5.9万股+45.48% | 加仓 |
 AMD超威AMD |
| 7.36% | 5.04% | $4,647.3万 | 8.0万股 | $2,848.0万 | 14.0万股 | -6.0万股-42.86% | 减仓 |
 联合健康UNH |
| 5.95% | 4.32% | $3,755.2万 | 9.0万股 | $2,444.8万 | 9.0万股 | 00.00% | 持仓不变 |
 WESCO INTLWCC |
| 4.53% | 4% | $2,856.0万 | 8.3万股 | $2,262.3万 | 8.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 4.46% | 5.06% | $2,816.5万 | 5.0万股 | $2,860.7万 | 5.0万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 4.42% | 3.35% | $2,792.3万 | 28.1万股 | $1,895.0万 | 18.1万股 | +10.0万股+55.17% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.06% | 4.62% | $2,563.1万 | 1.5万股 | $2,610.8万 | 1.5万股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.97% | 3.5% | $2,507.3万 | 10.0万股 | $1,980.9万 | 10.0万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 3.62% | 3.82% | $2,284.1万 | 14.6万股 | $2,161.6万 | 11.6万股 | +3.0万股+25.91% | 加仓 |
 VisaV |
| 3.54% | 3.48% | $2,234.1万 | 6.5万股 | $1,968.1万 | 6.5万股 | 00.00% | 持仓不变 |
| SSentinelone INC CLASS A CORP COMMONS |
| 2.86% | 2.42% | $1,804.3万 | 106.3万股 | $1,369.4万 | 106.3万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 2.75% | 3.05% | $1,733.4万 | 9.1万股 | $1,725.4万 | 9.1万股 | 00.00% | 持仓不变 |
 波音BA |
| 2.4% | 2.46% | $1,515.3万 | 7.0万股 | $1,393.2万 | 7.0万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 2.32% | — | $1,465.5万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| C花旗集团C |
| 1.44% | 1.3% | $908.3万 | 6.5万股 | $736.0万 | 6.5万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.08% | 1.08% | $680.5万 | 2.0万股 | $608.5万 | 2.0万股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 1.05% | 1.04% | $664.1万 | 2.0万股 | $586.8万 | 2.0万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.86% | 1.11% | $543.8万 | 2.0万股 | $625.2万 | 2.0万股 | 00.00% | 持仓不变 |
| AARCHER AVIATIONACHR |
| 0.75% | 0.91% | $473.0万 | 100.0万股 | $517.0万 | 100.0万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.36% | 0.8% | $225.2万 | 1.0万股 | $454.7万 | 2.0万股 | -1.0万股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.35% | — | $222.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
