 Meta平台META |
| 5.29% | 5.98% | $3,508.2万 | 6.2万股 | $3,499.8万 | 6.1万股 | +1,108股+1.81% | 加仓 |
 英伟达NVDA |
| 5.09% | 4.9% | $3,379.2万 | 16.9万股 | $2,867.0万 | 16.4万股 | +4,489股+2.73% | 加仓 |
 博通AVGO |
| 5.06% | 4.67% | $3,358.3万 | 8.9万股 | $2,733.7万 | 8.8万股 | +582股+0.66% | 加仓 |
 特斯拉TSLA |
| 4.51% | 4.2% | $2,995.8万 | 7.1万股 | $2,455.7万 | 6.6万股 | +5,171股+7.83% | 加仓 |
 微软MSFT |
| 3.32% | 4.26% | $2,204.4万 | 5.9万股 | $2,493.5万 | 6.7万股 | -8,264股-12.27% | 减仓 |
 阿斯利康AZN |
| 3.01% | 3.3% | $1,999.9万 | 10.7万股 | $1,929.8万 | 9.9万股 | +7,651股+7.73% | 加仓 |
 礼来LLY |
| 2.85% | 2.43% | $1,890.1万 | 1.6万股 | $1,421.2万 | 1.5万股 | +306股+1.98% | 加仓 |
 美光科技MU |
| 2.82% | 0.98% | $1,868.7万 | 1.6万股 | $573.1万 | 1.7万股 | -775股-4.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.33% | $1,712.4万 | 4.8万股 | $1,364.4万 | 4.8万股 | +902股+1.90% | 加仓 |
 亚马逊AMZN |
| 2.56% | 2.3% | $1,701.2万 | 7.1万股 | $1,346.9万 | 6.5万股 | +6,708股+10.37% | 加仓 |
 谷歌AGOOGL |
| 2.4% | 2.18% | $1,595.5万 | 4.5万股 | $1,277.0万 | 4.4万股 | +239股+0.54% | 加仓 |
 ROYAL CARIBBEANRCL |
| 2.04% | 1.97% | $1,353.8万 | 4.3万股 | $1,153.6万 | 4.2万股 | +714股+1.70% | 加仓 |
 科磊KLAC |
| 2.01% | 0.82% | $1,333.3万 | 4.4万股 | $476.9万 | 3,239股 | +4.1万股+1,264.31% | 加仓 |
 ShopifySHOP |
| 1.7% | 1.82% | $1,127.5万 | 9.9万股 | $1,063.7万 | 9.0万股 | +9,072股+10.12% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.64% | 2.22% | $1,090.4万 | 14.0万股 | $1,299.8万 | 14.1万股 | -1,036股-0.73% | 减仓 |
 福泰制药VRTX |
| 1.6% | 1.61% | $1,062.4万 | 2.1万股 | $941.5万 | 2.1万股 | +304股+1.44% | 加仓 |
 GE航空GE |
| 1.37% | 1.18% | $911.3万 | 2.4万股 | $690.1万 | 2.4万股 | +67股+0.28% | 加仓 |
 迪尔DE |
| 1.34% | 0.94% | $891.9万 | 1.4万股 | $550.2万 | 9,768股 | +4,293股+43.95% | 加仓 |
 苹果AAPL |
| 1.34% | 1% | $891.9万 | 3.1万股 | $582.4万 | 2.3万股 | +7,875股+34.32% | 加仓 |
 CloudflareNET |
| 1.34% | 1.19% | $889.6万 | 3.6万股 | $693.9万 | 3.4万股 | +2,640股+7.85% | 加仓 |
 VisaV |
| 1.34% | 1.35% | $889.2万 | 2.6万股 | $791.8万 | 2.6万股 | -283股-1.08% | 减仓 |
 英特尔INTC |
| 1.29% | 0.12% | $855.9万 | 6.1万股 | $67.4万 | 1.5万股 | +4.6万股+301.58% | 加仓 |
 安费诺APH |
| 1.25% | 0.9% | $831.5万 | 4.7万股 | $528.0万 | 4.2万股 | +5,365股+12.84% | 加仓 |
 WELLTOWER COMWELL |
| 1.2% | 0.77% | $793.9万 | 3.5万股 | $451.1万 | 2.3万股 | +1.2万股+53.29% | 加仓 |
 阿斯麦ASML |
| 1.2% | 0.88% | $793.0万 | 3,986股 | $512.5万 | 3,880股 | +106股+2.73% | 加仓 |
 好市多COST |
| 1.18% | 1.39% | $786.0万 | 8,402股 | $814.2万 | 8,171股 | +231股+2.83% | 加仓 |
 ROYALTY PHARMARPRX |
| 1.07% | 1.02% | $706.9万 | 12.6万股 | $594.9万 | 12.4万股 | +2,054股+1.66% | 加仓 |
 星巴克SBUX |
| 1.06% | 1.03% | $702.2万 | 6.9万股 | $605.3万 | 6.8万股 | +1,152股+1.71% | 加仓 |
 直觉外科ISRG |
| 0.87% | 1.14% | $577.7万 | 1.5万股 | $664.4万 | 1.4万股 | +114股+0.79% | 加仓 |
| C花旗集团C |
| 0.87% | 0.91% | $576.3万 | 4.1万股 | $531.4万 | 4.7万股 | -5,684股-12.13% | 减仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.86% | 1% | $572.8万 | 7.9万股 | $583.8万 | 7.9万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.85% | 1.11% | $565.4万 | 7.9万股 | $649.0万 | 6.8万股 | +1.2万股+17.31% | 加仓 |
 林德LIN |
| 0.84% | 0.95% | $555.6万 | 1.1万股 | $557.0万 | 1.1万股 | -528股-4.70% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.83% | 0.83% | $549.9万 | 8.5万股 | $486.0万 | 8.4万股 | +850股+1.01% | 加仓 |
 万事达MA |
| 0.82% | 0.89% | $546.3万 | 1.1万股 | $518.7万 | 1.0万股 | +255股+2.46% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.81% | 1.53% | $539.0万 | 1.1万股 | $895.4万 | 1.3万股 | -2,541股-19.36% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.74% | 1.09% | $490.7万 | 2,891股 | $636.8万 | 3,683股 | -792股-21.50% | 减仓 |
| BBANK OF AMERBAC |
| 0.74% | 1.27% | $490.4万 | 8.6万股 | $741.9万 | 15.2万股 | -6.6万股-43.45% | 减仓 |
| BBEONE MEDICINESONC |
| 0.72% | 0.85% | $479.9万 | 1.7万股 | $495.6万 | 1.7万股 | +152股+0.91% | 加仓 |
| T赛默飞世尔TMO |
| 0.7% | 0.85% | $461.7万 | 9,208股 | $495.9万 | 1.0万股 | -880股-8.72% | 减仓 |
| FFTAI AVIATIONFTAI |
| 0.69% | 0.78% | $460.6万 | 1.7万股 | $457.3万 | 1.9万股 | -1,638股-8.78% | 减仓 |
 摩根大通JPM |
| 0.66% | 0.65% | $439.5万 | 1.3万股 | $380.6万 | 1.3万股 | +489股+3.78% | 加仓 |
 Arm控股ARM |
| 0.65% | 0.14% | $429.1万 | 1.2万股 | $82.9万 | 5,478股 | +6,624股+120.92% | 加仓 |
 TransDigmTDG |
| 0.63% | 0.75% | $420.4万 | 3,156股 | $439.1万 | 3,789股 | -633股-16.71% | 减仓 |
 梅特勒托利多MTD |
| 0.63% | 0.54% | $417.6万 | 3,269股 | $318.1万 | 2,522股 | +747股+29.62% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.59% | 0.41% | $391.9万 | 1.0万股 | $242.1万 | 8,712股 | +1,730股+19.86% | 加仓 |
 宣伟SHW |
| 0.58% | 0.61% | $383.6万 | 1.1万股 | $357.1万 | 1.1万股 | 00.00% | 持仓不变 |
| DDEUTSCHE BK |
| 0.54% | 0.74% | $359.3万 | 10.6万股 | $430.5万 | 14.8万股 | -4.2万股-28.12% | 减仓 |
 CARRIER GLOBALCARR |
| 0.5% | 0.48% | $332.6万 | 4.5万股 | $281.0万 | 5.0万股 | -4,570股-9.16% | 减仓 |
 BOOKING COMBKNG |
| 0.49% | 0.44% | $327.3万 | 1.8万股 | $255.1万 | 606股 | +1.8万股+2,930.03% | 加仓 |
