 亚马逊AMZN |
| 10.77% | 10.53% | $2,126.4万 | 8.9万股 | $2,103.3万 | 10.1万股 | -1.2万股-11.66% | 减仓 |
 台积电TSM |
| 9.19% | 7.27% | $1,813.7万 | 3.8万股 | $1,452.8万 | 4.3万股 | -5,012股-11.66% | 减仓 |
 标普全球SPGI |
| 8.13% | 9.49% | $1,603.9万 | 3.9万股 | $1,896.2万 | 4.5万股 | -5,197股-11.66% | 减仓 |
 微软MSFT |
| 7.2% | 9.36% | $1,421.6万 | 3.8万股 | $1,869.5万 | 5.1万股 | -1.2万股-24.54% | 减仓 |
 英伟达NVDA |
| 6.65% | — | $1,312.2万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 优步UBER |
| 6.48% | 7.22% | $1,278.8万 | 17.7万股 | $1,443.0万 | 20.1万股 | -2.3万股-11.66% | 减仓 |
 VisaV |
| 6.02% | 5.93% | $1,188.9万 | 3.5万股 | $1,185.5万 | 3.9万股 | -4,573股-11.66% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 5.74% | 5.83% | $1,132.9万 | 13.1万股 | $1,164.2万 | 14.8万股 | -1.7万股-11.66% | 减仓 |
 LPL金融LPLA |
| 5.67% | 6.77% | $1,118.6万 | 4.0万股 | $1,352.2万 | 4.5万股 | -5,240股-11.66% | 减仓 |
 万事达MA |
| 5.53% | 9.67% | $1,090.6万 | 2.1万股 | $1,932.1万 | 3.9万股 | -1.7万股-45.09% | 减仓 |
 DANAHER DEL COMDHR |
| 5.03% | 5.6% | $992.2万 | 5.2万股 | $1,118.0万 | 5.9万股 | -6,874股-11.66% | 减仓 |
 YUM BRANDS COMYUM |
| 4.23% | 4.6% | $834.1万 | 5.2万股 | $918.3万 | 5.9万股 | -6,885股-11.66% | 减仓 |
| T赛默飞世尔TMO |
| 4.21% | 4.62% | $831.1万 | 1.7万股 | $922.4万 | 1.9万股 | -2,188股-11.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.82% | 3.46% | $753.2万 | 2.1万股 | $692.2万 | 2.4万股 | -2,812股-11.65% | 减仓 |
| KKKR & COMKKR |
| 3.54% | 3.99% | $699.6万 | 7.6万股 | $798.2万 | 8.6万股 | -1.0万股-11.66% | 减仓 |
 BROWN & BROWN COMBRO |
| 2.9% | 3.3% | $572.4万 | 8.9万股 | $658.6万 | 10.1万股 | -1.2万股-11.66% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.66% | — | $524.8万 | 3,092股 | $0 | 0股 | +3,092股 | 新买入 |
 BOOKING COMBKNG |
| 2.24% | 2.37% | $442.9万 | 2.5万股 | $473.7万 | 1,125股 | +2.4万股+2,108.53% | 加仓 |
