 英伟达NVDA |
| 7.72% | 8.87% | $128.75亿 | 6,434.7万股 | $129.02亿 | 7,397.8万股 | -963.1万股-13.02% | 减仓 |
 苹果AAPL |
| 5.69% | 5.86% | $94.85亿 | 3,278.1万股 | $85.25亿 | 3,358.9万股 | -80.9万股-2.41% | 减仓 |
 亚马逊AMZN |
| 5.22% | 5.94% | $87.06亿 | 3,652.9万股 | $86.45亿 | 4,150.8万股 | -497.9万股-11.99% | 减仓 |
 博通AVGO |
| 4.85% | 4.85% | $80.86亿 | 2,140.6万股 | $70.52亿 | 2,278.3万股 | -137.7万股-6.04% | 减仓 |
 谷歌AGOOGL |
| 4.03% | 3.93% | $67.22亿 | 1,880.9万股 | $57.10亿 | 1,985.6万股 | -104.7万股-5.27% | 减仓 |
 礼来LLY |
| 3.93% | 3.2% | $65.51亿 | 546.1万股 | $46.55亿 | 506.1万股 | +40.1万股+7.91% | 加仓 |
 微软MSFT |
| 3.65% | 4.55% | $60.90亿 | 1,632.6万股 | $66.20亿 | 1,788.4万股 | -155.7万股-8.71% | 减仓 |
 AMD超威AMD |
| 3.47% | 1.32% | $57.93亿 | 997.3万股 | $19.18亿 | 942.7万股 | +54.6万股+5.79% | 加仓 |
 台积电TSM |
| 3.06% | 2.79% | $51.04亿 | 1,068.8万股 | $40.63亿 | 1,202.2万股 | -133.4万股-11.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.97% | 2.82% | $49.51亿 | 1,401.2万股 | $41.07亿 | 1,431.5万股 | -30.3万股-2.12% | 减仓 |
 Meta平台META |
| 2.49% | 3.09% | $41.50亿 | 736.8万股 | $45.00亿 | 786.6万股 | -49.8万股-6.33% | 减仓 |
 GE航空GE |
| 2.44% | 2.15% | $40.76亿 | 1,090.7万股 | $31.29亿 | 1,102.6万股 | -11.9万股-1.08% | 减仓 |
 特斯拉TSLA |
| 2.16% | 2.55% | $36.05亿 | 857.0万股 | $37.06亿 | 997.0万股 | -140.0万股-14.04% | 减仓 |
 CrowdStrikeCRWD |
| 1.72% | 1.03% | $28.70亿 | 376.0万股 | $14.95亿 | 382.9万股 | -6.9万股-1.80% | 减仓 |
 万事达MA |
| 1.54% | 1.76% | $25.65亿 | 499.5万股 | $25.60亿 | 512.3万股 | -12.8万股-2.50% | 减仓 |
 VisaV |
| 1.43% | 1.44% | $23.78亿 | 693.2万股 | $20.92亿 | 692.3万股 | +9,289股+0.13% | 加仓 |
 沃尔玛WMT |
| 1.26% | 1.71% | $21.00亿 | 1,854.1万股 | $24.80亿 | 1,995.1万股 | -141.0万股-7.07% | 减仓 |
 波音BA |
| 1.24% | 1.4% | $20.61亿 | 952.2万股 | $20.37亿 | 1,023.3万股 | -71.0万股-6.94% | 减仓 |
 好市多COST |
| 1.22% | 1.58% | $20.26亿 | 216.6万股 | $23.04亿 | 231.2万股 | -14.6万股-6.33% | 减仓 |
 NETFLIXNFLX |
| 1.16% | 1.85% | $19.32亿 | 2,705.2万股 | $26.92亿 | 2,799.6万股 | -94.4万股-3.37% | 减仓 |
 DatadogDDOG |
| 1.07% | 0.48% | $17.86亿 | 686.1万股 | $6.99亿 | 592.3万股 | +93.8万股+15.83% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.01% | 1.1% | $16.90亿 | 450.3万股 | $16.01亿 | 576.2万股 | -125.9万股-21.85% | 减仓 |
 安费诺APH |
| 0.98% | 0.89% | $16.26亿 | 922.4万股 | $12.94亿 | 1,023.9万股 | -101.5万股-9.91% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.97% | 0.74% | $16.14亿 | 634.0万股 | $10.80亿 | 716.4万股 | -82.4万股-11.50% | 减仓 |
 泛林集团LRCX |
| 0.92% | 0.5% | $15.28亿 | 352.6万股 | $7.21亿 | 337.3万股 | +15.3万股+4.54% | 加仓 |
 福泰制药VRTX |
| 0.89% | 0.84% | $14.89亿 | 299.9万股 | $12.24亿 | 274.0万股 | +25.8万股+9.43% | 加仓 |
 科磊KLAC |
| 0.88% | 0.39% | $14.74亿 | 488.7万股 | $5.66亿 | 38.4万股 | +450.3万股+1,171.15% | 加仓 |
 直觉外科ISRG |
| 0.88% | 0.96% | $14.59亿 | 366.9万股 | $14.02亿 | 304.1万股 | +62.8万股+20.66% | 加仓 |
 星座能源CEG |
| 0.83% | 1.27% | $13.76亿 | 554.0万股 | $18.44亿 | 660.4万股 | -106.4万股-16.12% | 减仓 |
 CloudflareNET |
| 0.8% | 0.62% | $13.29亿 | 541.9万股 | $9.07亿 | 439.4万股 | +102.5万股+23.32% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.77% | 0.93% | $12.90亿 | 280.9万股 | $13.47亿 | 277.9万股 | +3.1万股+1.10% | 加仓 |
| SSpaceXSPCX |
| 0.76% | — | $12.73亿 | 744.9万股 | $0 | 0股 | +744.9万股 | 新买入 |
 高盛GS |
| 0.74% | 0.77% | $12.26亿 | 121.3万股 | $11.19亿 | 132.2万股 | -11.0万股-8.28% | 减仓 |
 迪士尼DIS |
| 0.68% | 0.92% | $11.27亿 | 1,170.6万股 | $13.33亿 | 1,382.7万股 | -212.0万股-15.33% | 减仓 |
 NEBIUSNBIS |
| 0.66% | 0.12% | $11.00亿 | 398.4万股 | $1.76亿 | 170.0万股 | +228.4万股+134.32% | 加仓 |
| SSANDISK COMSNDK |
| 0.64% | — | $10.73亿 | 47.2万股 | $0 | 0股 | +47.2万股 | 新买入 |
 希尔顿HLT |
| 0.64% | 0.68% | $10.69亿 | 323.4万股 | $9.87亿 | 324.6万股 | -1.1万股-0.35% | 减仓 |
 帕兰提尔PLTR |
| 0.61% | 1.08% | $10.16亿 | 871.2万股 | $15.74亿 | 1,076.1万股 | -204.9万股-19.04% | 减仓 |
 GE VernovaGEV |
| 0.59% | 0.54% | $9.91亿 | 84.3万股 | $7.90亿 | 90.5万股 | -6.2万股-6.81% | 减仓 |
| AAPPLOVINAPP |
| 0.56% | 0.63% | $9.37亿 | 182.0万股 | $9.16亿 | 230.1万股 | -48.1万股-20.92% | 减仓 |
 德州仪器TXN |
| 0.56% | 0.31% | $9.35亿 | 313.7万股 | $4.49亿 | 231.2万股 | +82.5万股+35.71% | 加仓 |
 甲骨文ORCL |
| 0.51% | 0.7% | $8.49亿 | 579.4万股 | $10.20亿 | 693.5万股 | -114.1万股-16.45% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.5% | 0.59% | $8.34亿 | 905.8万股 | $8.54亿 | 925.4万股 | -19.6万股-2.12% | 减仓 |
 ShopifySHOP |
| 0.47% | 1.33% | $7.82亿 | 684.6万股 | $19.33亿 | 1,629.9万股 | -945.3万股-58.00% | 减仓 |
 Bloom EnergyBE |
| 0.46% | 0.25% | $7.73亿 | 255.5万股 | $3.64亿 | 268.7万股 | -13.3万股-4.93% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.44% | 0.22% | $7.36亿 | 119.3万股 | $3.17亿 | 80.5万股 | +38.7万股+48.10% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.43% | 0.02% | $7.22亿 | 265.5万股 | $2,319.5万 | 24.7万股 | +240.8万股+974.61% | 加仓 |
 美光科技MU |
| 0.37% | 0.08% | $6.11亿 | 52.9万股 | $1.16亿 | 34.4万股 | +18.5万股+53.81% | 加仓 |
 TJXTJX |
| 0.36% | 0.36% | $6.05亿 | 399.5万股 | $5.27亿 | 329.7万股 | +69.8万股+21.17% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.3% | 0.28% | $4.99亿 | 348.5万股 | $4.01亿 | 317.3万股 | +31.2万股+9.83% | 加仓 |
