 特斯拉TSLA |
| 9.61% | 8.5% | $1,493.6万 | 3.6万股 | $1,335.0万 | 3.6万股 | -400股-1.11% | 减仓 |
 谷歌AGOOGL |
| 8.73% | 7.07% | $1,356.9万 | 3.8万股 | $1,111.0万 | 3.9万股 | -666股-1.72% | 减仓 |
 亚马逊AMZN |
| 7.99% | 7.02% | $1,242.2万 | 5.2万股 | $1,102.4万 | 5.3万股 | -815股-1.54% | 减仓 |
 WILLIAMS SONOMAWSM |
| 6.23% | 4.83% | $968.1万 | 4.2万股 | $758.7万 | 4.2万股 | -78股-0.19% | 减仓 |
 NETFLIXNFLX |
| 5.87% | 8.03% | $913.4万 | 12.8万股 | $1,262.3万 | 13.1万股 | -3,350股-2.55% | 减仓 |
 美国运通AXP |
| 4.81% | 4.31% | $747.9万 | 2.2万股 | $676.4万 | 2.2万股 | -252股-1.13% | 减仓 |
 好市多COST |
| 4.49% | 4.86% | $698.5万 | 7,467股 | $764.3万 | 7,670股 | -203股-2.65% | 减仓 |
 MERCADOLIBRE COMMELI |
| 4.28% | 4.35% | $665.9万 | 3,923股 | $683.7万 | 3,954股 | -31股-0.78% | 减仓 |
 万事达MA |
| 3.88% | 3.75% | $602.8万 | 1.2万股 | $589.0万 | 1.2万股 | -52股-0.44% | 减仓 |
 微软MSFT |
| 3.88% | 3.81% | $602.6万 | 1.6万股 | $598.8万 | 1.6万股 | -22股-0.14% | 减仓 |
 ChipotleCMG |
| 3.42% | 3.29% | $531.9万 | 15.6万股 | $516.5万 | 16.1万股 | -4,929股-3.05% | 减仓 |
 FERRARI COMRACE |
| 2.95% | 2.56% | $458.7万 | 1.2万股 | $402.8万 | 1.2万股 | +419股+3.52% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 2.79% | 3.37% | $433.8万 | 6.2万股 | $529.2万 | 6.3万股 | -1,224股-1.94% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.59% | 2.08% | $402.1万 | 1.1万股 | $326.7万 | 1.1万股 | -7股-0.06% | 减仓 |
 艺康ECL |
| 2.43% | 2.27% | $377.5万 | 1.4万股 | $355.9万 | 1.3万股 | +170股+1.27% | 加仓 |
 Meta平台META |
| 2.41% | 2.73% | $374.0万 | 6,640股 | $429.2万 | 7,501股 | -861股-11.48% | 减仓 |
 迪士尼DIS |
| 2.35% | 2.42% | $366.0万 | 3.8万股 | $379.7万 | 3.9万股 | -1,373股-3.48% | 减仓 |
 BOOKING COMBKNG |
| 2.1% | 2.22% | $326.3万 | 1.8万股 | $348.3万 | 827股 | +1.7万股+2,113.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.01% | 1.78% | $311.9万 | 4,176股 | $280.2万 | 4,309股 | -133股-3.09% | 减仓 |
| TTETRA TECH NEWTTEK |
| 1.93% | 3.96% | $300.6万 | 10.4万股 | $622.5万 | 10.7万股 | -3,647股-3.40% | 减仓 |
 麦当劳MCD |
| 1.93% | 2.77% | $300.1万 | 1.1万股 | $435.2万 | 1.4万股 | -2,888股-20.63% | 减仓 |
| IIBMIBM |
| 1.91% | 1.31% | $297.6万 | 1.1万股 | $206.1万 | 8,501股 | +2,081股+24.48% | 加仓 |
 博通AVGO |
| 1.4% | 1.1% | $218.2万 | 5,775股 | $172.6万 | 5,576股 | +199股+3.57% | 加仓 |
| PProShares信托QLD |
| 1.38% | 0.81% | $214.5万 | 2.2万股 | $127.7万 | 2.1万股 | +1,225股+5.85% | 加仓 |
 ADOBE COMADBE |
| 1.37% | 2% | $212.7万 | 1.0万股 | $314.3万 | 1.3万股 | -2,553股-19.74% | 减仓 |
 高盛GS |
| 1.31% | 1% | $204.0万 | 2,017股 | $157.2万 | 1,858股 | +159股+8.56% | 加仓 |
 史赛克SYK |
| 1.25% | 1.24% | $193.8万 | 6,155股 | $195.3万 | 5,944股 | +211股+3.55% | 加仓 |
| EEMBRAER S.AFGM |
| 1.15% | 0.98% | $178.5万 | 2.8万股 | $153.4万 | 2.6万股 | +2,125股+8.22% | 加仓 |
 优步UBER |
| 1.05% | 0.98% | $163.3万 | 2.3万股 | $153.9万 | 2.1万股 | +1,240股+5.80% | 加仓 |
| OONONON |
| 0.93% | 0.83% | $144.4万 | 4.1万股 | $130.9万 | 3.8万股 | +2,279股+5.92% | 加仓 |
 苹果AAPL |
| 0.6% | 0.96% | $92.7万 | 3,204股 | $151.4万 | 5,965股 | -2,761股-46.29% | 减仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.34% | $67.5万 | 917股 | $52.8万 | 914股 | +3股+0.33% | 加仓 |
 露露乐蒙LULU |
| 0.22% | 1.53% | $34.3万 | 3,006股 | $240.6万 | 1.6万股 | -1.3万股-80.87% | 减仓 |
 英伟达NVDA |
| 0.18% | 0.16% | $27.2万 | 1,360股 | $24.4万 | 1,400股 | -40股-2.86% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.16% | 0.16% | $24.5万 | 1,500股 | $25.9万 | 1,500股 | 00.00% | 持仓不变 |
