 亚马逊AMZN |
| 12.19% | 12.21% | $2,165.3万 | 9.1万股 | $2,043.4万 | 9.8万股 | -7,264股-7.40% | 减仓 |
 微软MSFT |
| 10.15% | 10.8% | $1,802.9万 | 4.8万股 | $1,807.6万 | 4.9万股 | -499股-1.02% | 减仓 |
 Meta平台META |
| 8.26% | 9% | $1,466.5万 | 2.6万股 | $1,505.8万 | 2.6万股 | -285股-1.08% | 减仓 |
| KKKR & COMKKR |
| 7.86% | 7.36% | $1,396.9万 | 15.2万股 | $1,231.4万 | 13.3万股 | +1.9万股+14.32% | 加仓 |
 谷歌AGOOGL |
| 7.17% | 8.64% | $1,272.9万 | 3.6万股 | $1,445.1万 | 5.0万股 | -1.5万股-29.12% | 减仓 |
 台积电TSM |
| 6.16% | 5.76% | $1,094.0万 | 2.3万股 | $963.9万 | 2.9万股 | -5,614股-19.68% | 减仓 |
 万事达MA |
| 5.63% | 3.28% | $1,000.7万 | 1.9万股 | $549.5万 | 1.1万股 | +8,488股+77.18% | 加仓 |
 VisaV |
| 5.47% | 1.58% | $971.7万 | 2.8万股 | $264.8万 | 8,760股 | +2.0万股+223.32% | 加仓 |
 标普全球SPGI |
| 4.67% | 3.79% | $830.3万 | 2.0万股 | $634.3万 | 1.5万股 | +5,475股+36.71% | 加仓 |
 FLOOR & DECORFND |
| 4.61% | 4.24% | $818.8万 | 13.8万股 | $708.9万 | 14.0万股 | -1,616股-1.16% | 减仓 |
 ServiceNowNOW |
| 4.23% | 4.76% | $751.0万 | 7.6万股 | $796.0万 | 7.6万股 | -492股-0.65% | 减仓 |
 赛富时CRM |
| 4.16% | 4.25% | $739.7万 | 4.7万股 | $711.0万 | 3.8万股 | +9,126股+23.96% | 加仓 |
 优步UBER |
| 4.05% | 3.66% | $719.8万 | 10.0万股 | $612.3万 | 8.5万股 | +1.5万股+17.19% | 加仓 |
| DDOORDASHDASH |
| 3.84% | 3.34% | $682.3万 | 3.7万股 | $558.8万 | 3.7万股 | -241股-0.65% | 减仓 |
 MONGODB CL AMDB |
| 3.42% | 3.44% | $607.6万 | 1.8万股 | $575.2万 | 2.3万股 | -5,409股-23.02% | 减仓 |
 黑石集团BX |
| 3.25% | 3.4% | $577.9万 | 4.9万股 | $569.0万 | 4.9万股 | -365股-0.74% | 减仓 |
| UUnityU |
| 2.09% | 1.71% | $371.0万 | 13.0万股 | $286.2万 | 13.0万股 | -633股-0.49% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.83% | 3.41% | $324.3万 | 2.6万股 | $571.0万 | 3.6万股 | -9,962股-27.44% | 减仓 |
 莫德纳MRNA |
| 0.79% | 0.61% | $139.7万 | 2.0万股 | $101.9万 | 2.0万股 | -108股-0.54% | 减仓 |
| IiShares安硕URTH |
| 0.18% | 0.18% | $31.4万 | 1,548股 | $29.3万 | 1,628股 | -80股-4.91% | 减仓 |
