| SSpaceXSPCX |
| 44.96% | — | $2.79亿 | 163.5万股 | $0 | 0股 | +163.5万股 | 新买入 |
| VVanEck ETF信托GDX |
| 8.51% | 23.59% | $5,278.7万 | 70.0万股 | $8,825.4万 | 96.2万股 | -26.2万股-27.23% | 减仓 |
 BOOKING COMBKNG |
| 6.25% | 9.78% | $3,876.3万 | 21.8万股 | $3,659.3万 | 8,700股 | +20.9万股+2,400.00% | 加仓 |
 万事达MA |
| 5.63% | 9.09% | $3,494.0万 | 6.8万股 | $3,400.2万 | 6.8万股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 5.33% | 7.81% | $3,307.8万 | 10.0万股 | $2,922.2万 | 10.0万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 4.98% | 8.64% | $3,091.0万 | 7.6万股 | $3,232.1万 | 7.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.74% | 6.87% | $2,939.1万 | 12.3万股 | $2,569.9万 | 12.3万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 3.79% | — | $2,355.0万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 宝洁PG |
| 3.54% | 5.78% | $2,194.1万 | 15.0万股 | $2,163.3万 | 15.0万股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 3.39% | 5.82% | $2,106.5万 | 15.0万股 | $2,178.6万 | 15.0万股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 3.29% | 6.97% | $2,039.4万 | 16.6万股 | $2,606.5万 | 16.6万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 2.94% | 5.61% | $1,823.9万 | 6.8万股 | $2,097.7万 | 6.8万股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 2.67% | — | $1,655.6万 | 38.8万股 | $0 | 0股 | +38.8万股 | 新买入 |
