| G通用动力VTI |
| 14.02% | 13.74% | $2,073.5万 | 5.6万股 | $1,643.1万 | 5.1万股 | +4,819股+9.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 8.43% | 8.95% | $1,247.1万 | 3.5万股 | $1,070.3万 | 3.7万股 | -2,016股-5.40% | 减仓 |
 谷歌AGOOGL |
| 6.43% | 7.39% | $951.1万 | 2.7万股 | $883.4万 | 3.1万股 | -4,106股-13.37% | 减仓 |
 优步UBER |
| 6.37% | 5.77% | $942.6万 | 13.1万股 | $689.8万 | 9.6万股 | +3.5万股+36.22% | 加仓 |
 英伟达NVDA |
| 5.88% | 4.74% | $869.7万 | 4.3万股 | $566.6万 | 3.2万股 | +1.1万股+33.79% | 加仓 |
 AIRBNB COM CL AABNB |
| 5.34% | 5.32% | $789.8万 | 5.5万股 | $636.8万 | 5.0万股 | +4,764股+9.45% | 加仓 |
 亚马逊AMZN |
| 3.48% | 4.01% | $515.1万 | 2.2万股 | $479.6万 | 2.3万股 | -1,417股-6.15% | 减仓 |
 AMD超威AMD |
| 3.48% | 1.28% | $514.0万 | 8,849股 | $153.2万 | 7,533股 | +1,316股+17.47% | 加仓 |
 苹果AAPL |
| 3.39% | 3.82% | $501.9万 | 1.7万股 | $456.8万 | 1.8万股 | -652股-3.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.09% | 4.74% | $456.7万 | 9,127股 | $566.8万 | 1.2万股 | -2,700股-22.83% | 减仓 |
 ExpediaEXPE |
| 2.91% | 2.98% | $429.7万 | 1.7万股 | $356.1万 | 1.5万股 | +1,369股+8.88% | 加仓 |
 微软MSFT |
| 2.88% | 3.77% | $426.6万 | 1.1万股 | $451.0万 | 1.2万股 | -747股-6.13% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 2.81% | 2.74% | $415.8万 | 4.2万股 | $327.4万 | 4.2万股 | -496股-1.17% | 减仓 |
 ROBLOX CL ARBLX |
| 2.26% | 2.91% | $334.7万 | 6.2万股 | $348.2万 | 6.2万股 | 00.00% | 持仓不变 |
| RRINGCENTRALRNG |
| 2.18% | 2.62% | $322.1万 | 8.3万股 | $313.0万 | 8.4万股 | -1,534股-1.82% | 减仓 |
| SSTUBHUBSTUB |
| 2.04% | 0.78% | $302.0万 | 23.5万股 | $93.5万 | 15.0万股 | +8.5万股+56.66% | 加仓 |
| MMARQETAMQ |
| 1.93% | 1.88% | $285.4万 | 70.3万股 | $224.5万 | 55.0万股 | +15.3万股+27.77% | 加仓 |
 迪士尼DIS |
| 1.82% | 1.82% | $269.7万 | 2.8万股 | $217.3万 | 2.3万股 | +5,472股+24.27% | 加仓 |
 REDDIT CL ARDDT |
| 1.63% | 0.85% | $240.7万 | 1.4万股 | $101.5万 | 7,535股 | +6,334股+84.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.36% | 1.76% | $201.2万 | 2,694股 | $210.0万 | 3,229股 | -535股-16.57% | 减仓 |
 OKTA CLASS AOKTA |
| 1.21% | 0.85% | $179.6万 | 1.3万股 | $101.6万 | 1.3万股 | +254股+1.97% | 加仓 |
 FIRST SOLAR COMFSLR |
| 1.2% | 1.34% | $178.1万 | 7,550股 | $159.8万 | 8,104股 | -554股-6.84% | 减仓 |
 台积电TSM |
| 1.14% | 1.06% | $168.7万 | 3,532股 | $127.1万 | 3,760股 | -228股-6.06% | 减仓 |
 赛富时CRM |
| 1.08% | 1.21% | $160.2万 | 1.0万股 | $144.9万 | 7,762股 | +2,466股+31.77% | 加仓 |
 财捷INTU |
| 1.03% | 0.68% | $152.7万 | 5,849股 | $81.5万 | 1,884股 | +3,965股+210.46% | 加仓 |
 特斯拉TSLA |
| 1.02% | 1.15% | $150.6万 | 3,580股 | $137.2万 | 3,690股 | -110股-2.98% | 减仓 |
 ETSY COMETSY |
| 1% | 0.96% | $147.5万 | 2.0万股 | $114.5万 | 2.3万股 | -3,331股-14.54% | 减仓 |
 BOOKING COMBKNG |
| 0.78% | 0.76% | $115.5万 | 6,479股 | $91.4万 | 217股 | +6,262股+2,885.71% | 加仓 |
| DDUOLINGODUOL |
| 0.72% | 0.57% | $106.5万 | 9,258股 | $67.8万 | 6,883股 | +2,375股+34.51% | 加仓 |
 阿斯麦ASML |
| 0.7% | 0.58% | $103.1万 | 518股 | $69.9万 | 529股 | -11股-2.08% | 减仓 |
 NETFLIXNFLX |
| 0.66% | 0.76% | $97.2万 | 1.4万股 | $91.4万 | 9,510股 | +4,098股+43.09% | 加仓 |
 博通AVGO |
| 0.58% | 0.59% | $86.1万 | 2,280股 | $71.1万 | 2,297股 | -17股-0.74% | 减仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.57% | $77.8万 | 1,038股 | $67.8万 | 1,038股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 0.5% | 0.6% | $74.2万 | 3.5万股 | $72.2万 | 3.9万股 | -4,072股-10.34% | 减仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.47% | 0.45% | $69.7万 | 4.1万股 | $54.4万 | 4.2万股 | -1,197股-2.83% | 减仓 |
| IiShares安硕信托IEUR |
| 0.42% | 0.49% | $62.7万 | 8,343股 | $58.6万 | 8,343股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.41% | 0.57% | $61.1万 | 1,084股 | $68.0万 | 1,189股 | -105股-8.83% | 减仓 |
 PROGRESSIVEPGR |
| 0.39% | 0.37% | $58.0万 | 2,655股 | $44.5万 | 2,243股 | +412股+18.37% | 加仓 |
| I景顺QQQ信托VOO |
| 0.39% | 0.48% | $57.9万 | 786股 | $56.9万 | 986股 | -200股-20.28% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.37% | 0.47% | $55.2万 | 325股 | $56.2万 | 325股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.35% | 0.19% | $52.0万 | 1,466股 | $22.7万 | 1,501股 | -35股-2.33% | 减仓 |
| FFACTSET RESH SYSFDS |
| 0.33% | 0.32% | $48.8万 | 2,123股 | $38.5万 | 1,773股 | +350股+19.74% | 加仓 |
| BBLEND LABS INC CL ABLND |
| 0.32% | 0.42% | $46.8万 | 27.4万股 | $50.5万 | 29.7万股 | -2.4万股-7.91% | 减仓 |
 HARROWHROW |
| 0.3% | 0.48% | $44.9万 | 1.1万股 | $57.6万 | 1.6万股 | -5,771股-35.31% | 减仓 |
| AAMPLITUDEAMPL |
| 0.3% | — | $44.6万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.28% | 0.34% | $42.1万 | 5,093股 | $40.4万 | 5,070股 | +23股+0.45% | 加仓 |
| V先锋领航指数基金VOO |
| 0.26% | 0.24% | $37.9万 | 552股 | $28.9万 | 483股 | +69股+14.29% | 加仓 |
 ZoomZM |
| 0.25% | 0.29% | $37.5万 | 4,348股 | $34.4万 | 4,279股 | +69股+1.61% | 加仓 |
| S嘉信策略信托SCHF |
| 0.25% | 0.2% | $36.7万 | 1.3万股 | $23.5万 | 9,499股 | +3,755股+39.53% | 加仓 |
| IiShares安硕信托FXI |
| 0.23% | 0.32% | $34.0万 | 1.1万股 | $38.6万 | 1.1万股 | 00.00% | 持仓不变 |
