 苹果AAPL |
| 13.52% | 9.6% | $1,065.2万 | 4.6万股 | $853.0万 | 4.1万股 | +5,215股+12.88% | 加仓 |
 台积电TSM |
| 7.3% | 3.98% | $574.8万 | 3.3万股 | $353.5万 | 2.0万股 | +1.3万股+62.71% | 加仓 |
 亚马逊AMZN |
| 7.2% | 5.98% | $566.7万 | 3.0万股 | $531.2万 | 2.7万股 | +2,925股+10.64% | 加仓 |
 英伟达NVDA |
| 6.58% | 6.95% | $518.3万 | 4.3万股 | $617.5万 | 5.0万股 | -7,300股-14.61% | 减仓 |
 好市多COST |
| 6.29% | 5.35% | $495.7万 | 5,591股 | $475.2万 | 5,591股 | 00.00% | 持仓不变 |
 Meta平台META |
| 6.29% | 4.91% | $495.4万 | 8,655股 | $436.4万 | 8,655股 | 00.00% | 持仓不变 |
 礼来LLY |
| 5.35% | 4.85% | $421.7万 | 4,760股 | $431.0万 | 4,760股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 4.17% | 4.43% | $328.6万 | 2.8万股 | $394.0万 | 2.8万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 3.7% | 4.03% | $291.6万 | 3,500股 | $358.0万 | 3,500股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 3.47% | 2.2% | $273.5万 | 5.7万股 | $195.3万 | 4.0万股 | +1.8万股+44.23% | 加仓 |
 FERRARI COMRACE |
| 3.28% | 2.52% | $258.1万 | 5,490股 | $224.2万 | 5,490股 | 00.00% | 持仓不变 |
 美光科技MU |
| 3.02% | 2.72% | $238.0万 | 2.3万股 | $241.4万 | 1.8万股 | +4,590股+25.01% | 加仓 |
 麦当劳MCD |
| 2.77% | 2.06% | $218.3万 | 7,170股 | $182.7万 | 7,170股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 2.57% | 2.33% | $202.1万 | 2.5万股 | $206.9万 | 2.5万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 2.38% | 1.85% | $187.4万 | 2,095股 | $164.8万 | 2,095股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 2.31% | 2.4% | $182.1万 | 1.1万股 | $213.3万 | 1.1万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.19% | 1.53% | $172.8万 | 6,377股 | $136.3万 | 4,430股 | +1,947股+43.95% | 加仓 |
 应用材料AMAT |
| 2.13% | 1.55% | $167.7万 | 8,300股 | $137.8万 | 5,840股 | +2,460股+42.12% | 加仓 |
 新思科技SNPS |
| 1.99% | 1.47% | $156.9万 | 3,098股 | $130.3万 | 2,190股 | +908股+41.46% | 加仓 |
 泛林集团LRCX |
| 1.88% | 1.5% | $148.1万 | 1,815股 | $133.6万 | 1,255股 | +560股+44.62% | 加仓 |
 博通AVGO |
| 1.87% | 1.54% | $147.5万 | 8,550股 | $137.3万 | 855股 | +7,695股+900.00% | 加仓 |
 自由港麦克莫兰FCX |
| 1.84% | 2.22% | $144.6万 | 2.9万股 | $197.3万 | 4.1万股 | -1.2万股-28.65% | 减仓 |
 星座能源CEG |
| 1.83% | 1.25% | $144.1万 | 5,540股 | $110.9万 | 5,540股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.71% | 1.63% | $135.0万 | 2,607股 | $144.8万 | 2,607股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 1.61% | 1.18% | $127.0万 | 2,178股 | $104.9万 | 2,178股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 1.45% | 1.64% | $114.4万 | 2.3万股 | $146.2万 | 2.3万股 | 00.00% | 持仓不变 |
 BlockXYZ |
| 1.27% | 1.08% | $100.1万 | 1.5万股 | $96.2万 | 1.5万股 | 00.00% | 持仓不变 |
