 英伟达NVDA |
| 5.29% | 5.36% | $1,320.6万 | 6.6万股 | $1,037.7万 | 6.0万股 | +6,500股+10.92% | 加仓 |
 微软MSFT |
| 5.18% | 5.81% | $1,294.4万 | 3.5万股 | $1,125.1万 | 3.0万股 | +4,400股+14.52% | 加仓 |
 亚马逊AMZN |
| 4.03% | 3.95% | $1,005.8万 | 4.2万股 | $764.4万 | 3.7万股 | +5,500股+14.99% | 加仓 |
 谷歌AGOOGL |
| 3.72% | 3.83% | $929.2万 | 2.6万股 | $741.3万 | 2.8万股 | -2,000股-7.14% | 减仓 |
 AMD超威AMD |
| 2.91% | 2.53% | $726.1万 | 1.3万股 | $490.3万 | 2.4万股 | -1.2万股-48.13% | 减仓 |
 CrowdStrikeCRWD |
| 2.54% | 2.16% | $633.4万 | 8,300股 | $417.7万 | 1.1万股 | -2,400股-22.43% | 减仓 |
 美光科技MU |
| 2.52% | 0.82% | $629.1万 | 5,450股 | $158.8万 | 4,700股 | +750股+15.96% | 加仓 |
 PALO ALTOPANW |
| 2.12% | 1.78% | $528.6万 | 1.6万股 | $344.7万 | 2.2万股 | -6,000股-27.91% | 减仓 |
 苹果AAPL |
| 2.02% | 2.55% | $503.5万 | 1.7万股 | $493.6万 | 1.9万股 | -2,050股-10.54% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.94% | 2.21% | $484.5万 | 1.2万股 | $427.9万 | 1.3万股 | -1,250股-9.29% | 减仓 |
 直觉外科ISRG |
| 1.83% | 1.52% | $457.3万 | 1.2万股 | $295.0万 | 6,400股 | +5,100股+79.69% | 加仓 |
 ServiceNowNOW |
| 1.83% | 2.37% | $456.7万 | 4.6万股 | $460.0万 | 4.4万股 | +2,000股+4.55% | 加仓 |
 HubSpotHUBS |
| 1.75% | 1.88% | $438.0万 | 2.4万股 | $363.7万 | 1.5万股 | +9,100股+61.07% | 加仓 |
 DatadogDDOG |
| 1.72% | 1.31% | $429.6万 | 1.7万股 | $253.8万 | 2.2万股 | -5,000股-23.26% | 减仓 |
 应用材料AMAT |
| 1.65% | 1.68% | $412.1万 | 5,700股 | $326.4万 | 9,550股 | -3,850股-40.31% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.63% | 1.32% | $407.2万 | 1.6万股 | $254.9万 | 1.7万股 | -900股-5.33% | 减仓 |
 迈威尔MRVL |
| 1.61% | 1.79% | $402.2万 | 1.4万股 | $346.7万 | 3.5万股 | -2.2万股-61.43% | 减仓 |
 特斯拉TSLA |
| 1.58% | 1.77% | $395.4万 | 9,400股 | $342.0万 | 9,200股 | +200股+2.17% | 加仓 |
 ADOBE COMADBE |
| 1.57% | 2.24% | $392.6万 | 1.9万股 | $434.3万 | 1.8万股 | +1,283股+7.18% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.53% | 1.71% | $383.0万 | 4.2万股 | $332.1万 | 5.1万股 | -9,400股-18.29% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.45% | 1.23% | $362.8万 | 8.5万股 | $238.5万 | 3.8万股 | +4.7万股+123.68% | 加仓 |
| TTOAST CL ATOST |
| 1.45% | 1.22% | $361.7万 | 13.0万股 | $235.9万 | 8.9万股 | +4.1万股+46.07% | 加仓 |
 德州仪器TXN |
| 1.19% | 1.75% | $298.1万 | 1.0万股 | $339.7万 | 1.8万股 | -7,500股-42.86% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.1% | 1.28% | $275.1万 | 2.9万股 | $248.3万 | 4.0万股 | -1.1万股-27.43% | 减仓 |
| BBANK OF AMERBAC |
| 1.09% | 1.07% | $273.5万 | 4.8万股 | $207.2万 | 4.3万股 | +5,500股+12.94% | 加仓 |
 Meta平台META |
| 1.05% | 0.99% | $261.4万 | 4,640股 | $192.2万 | 3,360股 | +1,280股+38.10% | 加仓 |
 MONGODB CL AMDB |
| 1% | 0.93% | $248.6万 | 7,400股 | $181.1万 | 7,400股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.96% | 0.45% | $238.9万 | 1.5万股 | $86.8万 | 4,650股 | +1.1万股+227.96% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.93% | 1.03% | $233.5万 | 9,341股 | $199.3万 | 1.0万股 | -750股-7.43% | 减仓 |
 迪士尼DIS |
| 0.89% | 0.77% | $221.4万 | 2.3万股 | $149.4万 | 1.6万股 | +7,500股+48.39% | 加仓 |
 雷神技术RTX |
| 0.86% | 0.97% | $214.4万 | 1.1万股 | $187.1万 | 9,700股 | +1,600股+16.49% | 加仓 |
| C花旗集团C |
| 0.84% | 0.85% | $209.9万 | 1.5万股 | $164.4万 | 1.5万股 | +500股+3.45% | 加仓 |
 辉瑞PFE |
| 0.84% | 0.82% | $209.5万 | 8.7万股 | $158.7万 | 5.7万股 | +3.1万股+53.98% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.84% | 0.9% | $209.1万 | 2.2万股 | $174.1万 | 2.4万股 | -2,267股-9.44% | 减仓 |
 CloudflareNET |
| 0.83% | 1.07% | $208.5万 | 8,500股 | $206.3万 | 1.0万股 | -1,500股-15.00% | 减仓 |
| IIMPINJPI |
| 0.83% | 0.72% | $207.7万 | 1.5万股 | $138.6万 | 1.4万股 | +1,000股+7.41% | 加仓 |
 德康医疗DXCM |
| 0.83% | 0.07% | $207.4万 | 3.1万股 | $13.5万 | 2,150股 | +2.9万股+1,332.56% | 加仓 |
| MMONDAY COMMNDY |
| 0.81% | 1% | $202.7万 | 2.8万股 | $193.5万 | 2.8万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.8% | 0.85% | $200.2万 | 5,300股 | $164.0万 | 5,300股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 0.73% | 0.62% | $181.9万 | 6,600股 | $120.0万 | 4,500股 | +2,100股+46.67% | 加仓 |
 礼来LLY |
| 0.73% | 0.8% | $181.1万 | 1,510股 | $155.9万 | 1,695股 | -185股-10.91% | 减仓 |
| DD-WAVE QUANTUMQBTS |
| 0.72% | — | $179.9万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 默沙东MRK |
| 0.72% | 1.06% | $179.9万 | 1.4万股 | $204.5万 | 1.7万股 | -3,000股-17.65% | 减仓 |
 高盛GS |
| 0.71% | 0.86% | $178.0万 | 1,760股 | $165.8万 | 1,960股 | -200股-10.20% | 减仓 |
 迪尔DE |
| 0.7% | 0.87% | $174.4万 | 2,750股 | $169.0万 | 3,000股 | -250股-8.33% | 减仓 |
 摩根大通JPM |
| 0.69% | 0.85% | $172.5万 | 5,270股 | $165.0万 | 5,610股 | -340股-6.06% | 减仓 |
 通用汽车GM |
| 0.68% | 0.47% | $169.6万 | 2.2万股 | $90.9万 | 1.2万股 | +9,800股+80.33% | 加仓 |
| FFIVE9FIVN |
| 0.63% | 0.58% | $157.8万 | 7.4万股 | $112.3万 | 7.4万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.63% | 0.89% | $156.6万 | 6,000股 | $173.0万 | 4,000股 | +2,000股+50.00% | 加仓 |
| AATLASSIAN CL ATEAM |
| 0.62% | 0.7% | $155.6万 | 2.0万股 | $136.5万 | 2.0万股 | 00.00% | 持仓不变 |
