 英伟达NVDA |
| 22.04% | 21.78% | $7,613.4万 | 38.1万股 | $6,557.4万 | 37.6万股 | +4,500股+1.20% | 加仓 |
 台积电TSM |
| 13.69% | 11% | $4,727.9万 | 9.9万股 | $3,311.9万 | 9.8万股 | +1,000股+1.02% | 加仓 |
 礼来LLY |
| 8.51% | 8.4% | $2,938.6万 | 2.5万股 | $2,529.4万 | 2.8万股 | -3,000股-10.91% | 减仓 |
 亚马逊AMZN |
| 6.73% | 6.8% | $2,323.8万 | 9.8万股 | $2,046.3万 | 9.8万股 | -750股-0.76% | 减仓 |
 苹果AAPL |
| 4.48% | 4.64% | $1,548.1万 | 5.4万股 | $1,395.8万 | 5.5万股 | -1,500股-2.73% | 减仓 |
 高盛GS |
| 4.39% | 4.78% | $1,517.1万 | 1.5万股 | $1,438.2万 | 1.7万股 | -2,000股-11.76% | 减仓 |
 MERCADOLIBRE COMMELI |
| 4.35% | 4.91% | $1,502.2万 | 8,850股 | $1,478.3万 | 8,550股 | +300股+3.51% | 加仓 |
| FFEDERAL AGRIC MTG CORPAGM/A |
| 4.34% | 4.04% | $1,499.8万 | 10.2万股 | $1,216.8万 | 10.2万股 | -250股-0.24% | 减仓 |
 相干公司COHR |
| 4.05% | 2.22% | $1,400.4万 | 3.6万股 | $667.0万 | 2.8万股 | +7,500股+26.79% | 加仓 |
 特斯拉TSLA |
| 3.96% | 4.01% | $1,367.0万 | 3.3万股 | $1,208.2万 | 3.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 3.96% | 4.49% | $1,366.6万 | 4.2万股 | $1,353.1万 | 4.6万股 | -4,250股-9.24% | 减仓 |
 帕兰提尔PLTR |
| 3.63% | 4.15% | $1,254.2万 | 10.8万股 | $1,250.7万 | 8.6万股 | +2.2万股+25.73% | 加仓 |
 PARK HOTELS & RESORTSPK |
| 3.42% | 3.09% | $1,182.8万 | 83.0万股 | $929.3万 | 88.3万股 | -5.3万股-5.95% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.03% | 3.58% | $1,048.4万 | 14股 | $1,077.2万 | 15股 | -1股-6.67% | 减仓 |
 EAST WEST BANCORPEWBC |
| 2.71% | 3.1% | $935.9万 | 7.3万股 | $934.2万 | 8.8万股 | -1.5万股-17.14% | 减仓 |
| KKKR & COMKKR |
| 2.66% | 3.07% | $917.8万 | 10.0万股 | $925.0万 | 10.0万股 | 00.00% | 持仓不变 |
| CCIRCLE INTERNET COM CL ACRCL |
| 1.5% | 1.98% | $519.8万 | 8.3万股 | $596.3万 | 6.3万股 | +2.1万股+32.80% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.13% | 2.4% | $389.8万 | 4.4万股 | $723.5万 | 9.5万股 | -5.1万股-53.68% | 减仓 |
| FFEDERAL NATL MTG ASSNFNMA |
| 0.8% | 0.79% | $275.4万 | 42.3万股 | $239.2万 | 33.0万股 | +9.4万股+28.38% | 加仓 |
| FFEDERAL AGRIC MTGAGM |
| 0.63% | 0.78% | $219.2万 | 1.1万股 | $233.7万 | 1.6万股 | -4,750股-30.16% | 减仓 |
