| AAlphabet Inc Class CGOOG |
| 14.61% | 11.22% | $1,665.1万 | 4.7万股 | $1,310.6万 | 4.6万股 | +1,438股+3.15% | 加仓 |
 亚马逊AMZN |
| 14.33% | 11.58% | $1,633.0万 | 6.9万股 | $1,352.6万 | 6.5万股 | +3,570股+5.50% | 加仓 |
 台积电TSM |
| 12.45% | 7.97% | $1,419.1万 | 3.0万股 | $930.8万 | 2.8万股 | +2,173股+7.89% | 加仓 |
 阿斯麦ASML |
| 12.43% | 7.03% | $1,416.5万 | 7,120股 | $820.9万 | 6,215股 | +905股+14.56% | 加仓 |
 AMD超威AMD |
| 9.88% | — | $1,126.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 8.07% | 6.75% | $920.2万 | 10.6万股 | $789.2万 | 11.8万股 | -1.2万股-10.16% | 减仓 |
 VisaV |
| 7.59% | 6.21% | $865.4万 | 2.5万股 | $726.0万 | 2.4万股 | +1,203股+5.01% | 加仓 |
 万事达MA |
| 7.57% | 6.64% | $862.3万 | 1.7万股 | $776.3万 | 1.6万股 | +1,253股+8.07% | 加仓 |
 微软MSFT |
| 3.81% | 16.94% | $434.4万 | 1.2万股 | $1,979.0万 | 5.3万股 | -4.2万股-78.22% | 减仓 |
 Vulcan材料VMC |
| 3.35% | 4.82% | $381.9万 | 1.3万股 | $562.8万 | 2.1万股 | -7,722股-37.36% | 减仓 |
 GE航空GE |
| 2.41% | — | $274.5万 | 7,345股 | $0 | 0股 | +7,345股 | 新买入 |
| MMEDLINE COM CL AMDLN |
| 1.66% | 7.49% | $188.7万 | 4.8万股 | $875.3万 | 19.7万股 | -14.9万股-75.68% | 减仓 |
 LPL金融LPLA |
| 1.48% | 2.85% | $169.1万 | 6,002股 | $333.3万 | 1.1万股 | -5,076股-45.82% | 减仓 |
 FERROVIAL NV ORD SHSFER |
| 0.36% | — | $41.2万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
