 亚马逊AMZN |
| 8.48% | 9.65% | $6,735.8万 | 2.1万股 | $6,558.9万 | 2.1万股 | -149股-0.72% | 减仓 |
 苹果AAPL |
| 6.95% | 7.18% | $5,520.7万 | 41.6万股 | $4,876.7万 | 42.1万股 | -5,031股-1.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.78% | 6.67% | $5,382.1万 | 3.1万股 | $4,528.7万 | 3.1万股 | -94股-0.31% | 减仓 |
 微软MSFT |
| 6.65% | 7.35% | $5,279.9万 | 23.7万股 | $4,992.6万 | 23.7万股 | +14股+0.01% | 加仓 |
 VisaV |
| 6.27% | 6.55% | $4,982.5万 | 22.8万股 | $4,453.1万 | 22.3万股 | +5,106股+2.29% | 加仓 |
 Meta平台META |
| 6.12% | 6.9% | $4,857.8万 | 17.8万股 | $4,690.5万 | 17.9万股 | -1,258股-0.70% | 减仓 |
 BOOKING COMBKNG |
| 5.92% | 5.28% | $4,700.4万 | 2.1万股 | $3,589.3万 | 2.1万股 | +122股+0.58% | 加仓 |
 星巴克SBUX |
| 5.39% | 5.16% | $4,277.9万 | 40.0万股 | $3,505.4万 | 40.8万股 | -8,103股-1.99% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.65% | 5.42% | $3,697.2万 | 15.9万股 | $3,682.8万 | 17.3万股 | -1.4万股-7.81% | 减仓 |
 TJXTJX |
| 4.39% | 4.2% | $3,490.3万 | 51.1万股 | $2,851.2万 | 51.2万股 | -1,240股-0.24% | 减仓 |
 欧特克ADSK |
| 4.06% | 3.62% | $3,224.9万 | 10.6万股 | $2,458.3万 | 10.6万股 | -801股-0.75% | 减仓 |
 VAIL RESORTSMTN |
| 3.7% | 3.43% | $2,941.3万 | 10.5万股 | $2,330.0万 | 10.9万股 | -3,454股-3.17% | 减仓 |
 标普全球SPGI |
| 3.1% | 1.36% | $2,462.4万 | 7.5万股 | $920.7万 | 2.6万股 | +4.9万股+193.38% | 加仓 |
| A动视暴雪ATVI |
| 2.83% | 2.86% | $2,244.8万 | 24.2万股 | $1,943.7万 | 24.0万股 | +1,655股+0.69% | 加仓 |
 万事达MA |
| 2.66% | — | $2,110.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 Roper科技ROP |
| 2.65% | 2.77% | $2,103.0万 | 4.9万股 | $1,881.7万 | 4.8万股 | +1,157股+2.43% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.37% | 2.7% | $1,882.8万 | 36.5万股 | $1,831.6万 | 35.5万股 | +9,303股+2.62% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.26% | 2.68% | $1,795.5万 | 32.0万股 | $1,822.0万 | 32.5万股 | -4,432股-1.36% | 减仓 |
 达美乐披萨DPZ |
| 2.06% | 2.54% | $1,637.6万 | 4.3万股 | $1,729.0万 | 4.1万股 | +2,051股+5.04% | 加仓 |
 BroadridgeBR |
| 1.96% | 1.99% | $1,555.7万 | 10.2万股 | $1,349.8万 | 10.2万股 | -712股-0.70% | 减仓 |
 FICOFICO |
| 1.37% | 1.19% | $1,088.6万 | 2.1万股 | $809.6万 | 1.9万股 | +2,268股+11.92% | 加仓 |
 埃森哲ACN |
| 1.35% | 1.37% | $1,076.2万 | 4.1万股 | $929.2万 | 4.1万股 | +84股+0.20% | 加仓 |
| S嘉信·USSCHP |
| 1.31% | 1.56% | $1,041.2万 | 16.8万股 | $1,062.7万 | 17.2万股 | -4,706股-2.73% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.25% | — | $994.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| DDISCOVERY INCDISCKUSD |
| 1.22% | 1.8% | $969.9万 | 37.0万股 | $1,222.7万 | 62.4万股 | -25.4万股-40.64% | 减仓 |
 希尔顿HLT |
| 1.18% | 1.09% | $936.3万 | 8.4万股 | $740.7万 | 8.7万股 | -2,666股-3.07% | 减仓 |
 威瑞信VRSN |
| 1.05% | 1.13% | $831.4万 | 3.8万股 | $767.6万 | 3.7万股 | +952股+2.54% | 加仓 |
 耐克NKE |
| 0.61% | 0.63% | $485.0万 | 3.4万股 | $431.1万 | 3.4万股 | -58股-0.17% | 减仓 |
| S道富SPAB |
| 0.42% | 0.49% | $330.9万 | 10.7万股 | $335.1万 | 10.9万股 | -1,289股-1.19% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.4% | 0.4% | $316.2万 | 1.5万股 | $271.0万 | 1.5万股 | +608股+4.16% | 加仓 |
 联合太平洋铁路UNP |
| 0.15% | 0.16% | $121.3万 | 5,827股 | $110.6万 | 5,620股 | +207股+3.68% | 加仓 |
 好市多COST |
| 0.15% | 0.17% | $120.9万 | 3,208股 | $113.9万 | 3,208股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.13% | 0.13% | $104.9万 | 2,794股 | $90.3万 | 2,688股 | +106股+3.94% | 加仓 |
 谷歌AGOOGL |
| 0.12% | 0.24% | $93.6万 | 534股 | $160.6万 | 1,096股 | -562股-51.28% | 减仓 |
 YUM BRANDS COMYUM |
| 0.05% | 0.04% | $35.8万 | 3,300股 | $28.3万 | 3,100股 | +200股+6.45% | 加仓 |
