 微软MSFT |
| 39.02% | 43.2% | $7,357.4万 | 19.7万股 | $7,438.9万 | 20.1万股 | -3,719股-1.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 17.9% | 16% | $3,375.5万 | 9.6万股 | $2,755.2万 | 9.6万股 | -500股-0.52% | 减仓 |
 苹果AAPL |
| 17.41% | 16.76% | $3,283.7万 | 11.3万股 | $2,886.0万 | 11.4万股 | -235股-0.21% | 减仓 |
 亚马逊AMZN |
| 17.16% | 15.52% | $3,236.0万 | 13.6万股 | $2,673.0万 | 12.8万股 | +7,430股+5.79% | 加仓 |
 美光科技MU |
| 3.32% | — | $626.4万 | 5,427股 | $0 | 0股 | +5,427股 | 新买入 |
 VisaV |
| 1.56% | 1.59% | $293.5万 | 8,555股 | $274.0万 | 9,067股 | -512股-5.65% | 减仓 |
 万事达MA |
| 1% | 1.21% | $187.9万 | 3,658股 | $207.5万 | 4,153股 | -495股-11.92% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.89% | — | $167.8万 | 5,540股 | $0 | 0股 | +5,540股 | 新买入 |
 好市多COST |
| 0.69% | 0.85% | $129.3万 | 1,382股 | $147.2万 | 1,477股 | -95股-6.43% | 减仓 |
 甲骨文ORCL |
| 0.66% | 1.87% | $124.7万 | 8,510股 | $321.9万 | 2.2万股 | -1.3万股-61.11% | 减仓 |
 英伟达NVDA |
| 0.3% | 0.14% | $57.1万 | 2,855股 | $23.6万 | 1,355股 | +1,500股+110.70% | 加仓 |
 Meta平台META |
| 0.09% | — | $16.3万 | 289股 | $0 | 0股 | +289股 | 新买入 |
 Markel Group Inc.MKL |
| <0.01% | <0.01% | $488 | 250股 | $479 | 250股 | 00.00% | 持仓不变 |
