 英伟达NVDA |
| 3.21% | 3% | $5.45亿 | 272.3万股 | $4.17亿 | 239.2万股 | +33.1万股+13.83% | 加仓 |
 亚马逊AMZN |
| 2% | 1.37% | $3.39亿 | 142.4万股 | $1.90亿 | 91.2万股 | +51.2万股+56.09% | 加仓 |
 苹果AAPL |
| 1.96% | 2.15% | $3.33亿 | 115.2万股 | $2.99亿 | 117.7万股 | -2.5万股-2.14% | 减仓 |
 微软MSFT |
| 1.54% | 1.75% | $2.62亿 | 70.3万股 | $2.44亿 | 65.9万股 | +4.4万股+6.63% | 加仓 |
 美光科技MU |
| 1.54% | 1.37% | $2.61亿 | 22.7万股 | $1.90亿 | 56.4万股 | -33.7万股-59.82% | 减仓 |
 特斯拉TSLA |
| 1.2% | 1.13% | $2.03亿 | 48.2万股 | $1.57亿 | 42.2万股 | +6.0万股+14.19% | 加仓 |
 谷歌AGOOGL |
| 1.16% | 1.04% | $1.97亿 | 55.0万股 | $1.45亿 | 50.3万股 | +4.8万股+9.45% | 加仓 |
 摩根大通JPM |
| 1.14% | 0.2% | $1.94亿 | 59.2万股 | $2,821.1万 | 9.6万股 | +49.6万股+517.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.08% | 0.63% | $1.84亿 | 52.0万股 | $8,716.6万 | 30.4万股 | +21.6万股+71.06% | 加仓 |
 Meta平台META |
| 0.95% | 0.29% | $1.61亿 | 28.6万股 | $3,975.7万 | 6.9万股 | +21.7万股+311.63% | 加仓 |
 财捷INTU |
| 0.93% | 0.46% | $1.58亿 | 60.4万股 | $6,416.6万 | 14.8万股 | +45.6万股+306.98% | 加仓 |
 好市多COST |
| 0.69% | — | $1.17亿 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 帕兰提尔PLTR |
| 0.67% | 0.84% | $1.14亿 | 98.1万股 | $1.16亿 | 79.5万股 | +18.6万股+23.36% | 加仓 |
 博通AVGO |
| 0.66% | 1.11% | $1.12亿 | 29.7万股 | $1.55亿 | 50.0万股 | -20.3万股-40.63% | 减仓 |
 礼来LLY |
| 0.65% | 0.56% | $1.10亿 | 9.2万股 | $7,820.4万 | 8.5万股 | +6,624股+7.79% | 加仓 |
 直觉外科ISRG |
| 0.62% | 0.21% | $1.05亿 | 26.4万股 | $2,932.5万 | 6.4万股 | +20.0万股+315.04% | 加仓 |
 百事可乐PEP |
| 0.57% | 0.7% | $9,694.6万 | 71.6万股 | $9,692.6万 | 62.4万股 | +9.2万股+14.71% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.56% | 0.39% | $9,451.9万 | 114.4万股 | $5,481.8万 | 68.9万股 | +45.5万股+66.10% | 加仓 |
 NETFLIXNFLX |
| 0.55% | 0.01% | $9,345.7万 | 130.9万股 | $181.7万 | 1.9万股 | +129.0万股+6,825.50% | 加仓 |
 美敦力MDT |
| 0.55% | 0.07% | $9,334.7万 | 119.3万股 | $1,006.9万 | 11.6万股 | +107.7万股+926.82% | 加仓 |
| AAT&TT |
| 0.54% | 0.26% | $9,136.3万 | 441.4万股 | $3,600.4万 | 124.2万股 | +317.2万股+255.38% | 加仓 |
 埃森哲ACN |
| 0.52% | 0.63% | $8,822.6万 | 70.9万股 | $8,796.7万 | 44.4万股 | +26.5万股+59.82% | 加仓 |
 TJXTJX |
| 0.51% | 0.32% | $8,648.4万 | 57.1万股 | $4,463.3万 | 27.9万股 | +29.1万股+104.26% | 加仓 |
 ROSS STORES COMROST |
| 0.47% | 0.46% | $7,997.9万 | 37.6万股 | $6,402.8万 | 29.6万股 | +8.0万股+27.13% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.36% | $7,808.9万 | 47.1万股 | $4,956.2万 | 24.0万股 | +23.2万股+96.66% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.43% | $7,453.8万 | 14.9万股 | $5,995.7万 | 12.5万股 | +2.4万股+19.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | — | $7,384.1万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
 可口可乐KO |
| 0.43% | 0.38% | $7,334.8万 | 90.3万股 | $5,307.4万 | 69.8万股 | +20.5万股+29.32% | 加仓 |
 英特尔INTC |
| 0.42% | 0.1% | $7,061.2万 | 50.6万股 | $1,336.9万 | 30.3万股 | +20.3万股+66.93% | 加仓 |
 甲骨文ORCL |
| 0.41% | 0.16% | $6,904.7万 | 47.1万股 | $2,235.1万 | 15.2万股 | +31.9万股+210.10% | 加仓 |
 迪士尼DIS |
| 0.4% | 0.2% | $6,866.8万 | 71.3万股 | $2,762.7万 | 28.7万股 | +42.7万股+148.89% | 加仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.33% | $6,615.8万 | 116.1万股 | $4,573.6万 | 93.8万股 | +22.3万股+23.76% | 加仓 |
| SSANDISK COMSNDK |
| 0.39% | 0.24% | $6,582.2万 | 2.9万股 | $3,285.7万 | 5.2万股 | -2.3万股-44.02% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.38% | — | $6,495.2万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 沃尔玛WMT |
| 0.38% | 0.3% | $6,491.3万 | 57.3万股 | $4,200.0万 | 33.8万股 | +23.5万股+69.59% | 加仓 |
 AMD超威AMD |
| 0.37% | — | $6,280.2万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 新思科技SNPS |
| 0.37% | 0.01% | $6,204.8万 | 13.9万股 | $95.2万 | 2,400股 | +13.7万股+5,695.79% | 加仓 |
| C花旗集团C |
| 0.36% | 0.84% | $6,188.8万 | 44.2万股 | $1.17亿 | 102.8万股 | -58.5万股-56.97% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.36% | — | $6,126.0万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 希捷STX |
| 0.35% | 0.13% | $5,908.6万 | 6.1万股 | $1,876.3万 | 4.8万股 | +1.3万股+27.85% | 加仓 |
 诺和诺德NVO |
| 0.35% | 0.26% | $5,884.2万 | 122.7万股 | $3,611.7万 | 98.3万股 | +24.5万股+24.89% | 加仓 |
 雷神技术RTX |
| 0.35% | 0.37% | $5,868.6万 | 30.9万股 | $5,083.7万 | 26.4万股 | +4.6万股+17.37% | 加仓 |
 COPART COMCPRT |
| 0.34% | 0.49% | $5,718.7万 | 202.9万股 | $6,854.3万 | 206.5万股 | -3.6万股-1.74% | 减仓 |
 Bloom EnergyBE |
| 0.32% | 0.05% | $5,348.8万 | 17.7万股 | $750.2万 | 5.5万股 | +12.1万股+219.14% | 加仓 |
 卡特彼勒CAT |
| 0.31% | 0.01% | $5,345.6万 | 5.0万股 | $155.9万 | 2,200股 | +4.8万股+2,181.73% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.31% | 0.22% | $5,322.3万 | 186.3万股 | $3,029.5万 | 117.1万股 | +69.2万股+59.14% | 加仓 |
 慧与HPEHPE |
| 0.31% | — | $5,311.8万 | 117.8万股 | $0 | 0股 | +117.8万股 | 新买入 |
| Q高通QCOM |
| 0.31% | 0.02% | $5,264.0万 | 28.5万股 | $336.8万 | 2.6万股 | +25.9万股+989.26% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.3% | 0.18% | $5,133.7万 | 120.3万股 | $2,515.6万 | 40.1万股 | +80.2万股+200.04% | 加仓 |
 波音BA |
| 0.3% | 0.15% | $5,073.3万 | 23.4万股 | $2,125.7万 | 10.7万股 | +12.8万股+119.44% | 加仓 |
