 ShopifySHOP |
| 24.45% | 23.85% | $1.80亿 | 158.1万股 | $1.90亿 | 160.3万股 | -2.2万股-1.39% | 减仓 |
 NETFLIXNFLX |
| 22.09% | 28.25% | $1.63亿 | 228.4万股 | $2.25亿 | 234.3万股 | -5.9万股-2.53% | 减仓 |
 亚马逊AMZN |
| 15.72% | 12.99% | $1.16亿 | 48.7万股 | $1.04亿 | 49.7万股 | -1.0万股-2.09% | 减仓 |
| GGLOBAL E ONLINEGLBE |
| 5.13% | 4.21% | $3,783.3万 | 108.9万股 | $3,357.1万 | 108.8万股 | +1,120股+0.10% | 加仓 |
 EquinixEQIX |
| 4.5% | 4.04% | $3,325.3万 | 3.2万股 | $3,219.1万 | 3.3万股 | -939股-2.86% | 减仓 |
 OKTA CLASS AOKTA |
| 3.96% | 2.24% | $2,923.6万 | 21.4万股 | $1,783.4万 | 22.7万股 | -1.2万股-5.44% | 减仓 |
| KKLAVIYOKVYO |
| 2.57% | 2.56% | $1,897.5万 | 125.7万股 | $2,043.4万 | 105.0万股 | +20.7万股+19.67% | 加仓 |
| BBLUE OWL CAPITALOWL |
| 2.5% | 2.34% | $1,843.0万 | 210.6万股 | $1,863.2万 | 204.1万股 | +6.6万股+3.21% | 加仓 |
 GFL ENVIRONMENTALGFL |
| 2.07% | 2.19% | $1,528.8万 | 41.6万股 | $1,750.0万 | 41.9万股 | -3,934股-0.94% | 减仓 |
| GGitLabGTLB |
| 1.99% | 1.51% | $1,466.8万 | 48.0万股 | $1,200.9万 | 55.5万股 | -7.4万股-13.42% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.71% | 1.7% | $1,260.1万 | 7.7万股 | $1,353.6万 | 7.8万股 | -1,395股-1.78% | 减仓 |
 微软MSFT |
| 1.23% | 1.13% | $910.8万 | 2.4万股 | $903.8万 | 2.4万股 | 00.00% | 持仓不变 |
 艺电EA |
| 1.21% | 1.12% | $895.9万 | 4.4万股 | $890.8万 | 4.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 1.01% | 0.9% | $748.9万 | 10股 | $718.1万 | 10股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.97% | 0.79% | $719.4万 | 2.5万股 | $631.0万 | 2.5万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.95% | 0.59% | $703.3万 | 3.8万股 | $473.9万 | 3.7万股 | +1,257股+3.42% | 加仓 |
 谷歌AGOOGL |
| 0.93% | 0.69% | $688.6万 | 1.9万股 | $553.4万 | 1.9万股 | +23股+0.12% | 加仓 |
| BBERKSHIRE HATHAWAY INC DEL CL B NEW |
| 0.7% | 0.62% | $513.1万 | 1.0万股 | $491.4万 | 1.0万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.58% | 0.61% | $427.9万 | 9.9万股 | $482.4万 | 10.7万股 | -7,554股-7.08% | 减仓 |
| G通用动力VTI |
| 0.53% | 0.43% | $392.9万 | 1.1万股 | $340.6万 | 1.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.38% | $375.8万 | 1.1万股 | $305.1万 | 1.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.49% | 0.44% | $359.7万 | 1.4万股 | $347.2万 | 1.4万股 | -39股-0.27% | 减仓 |
 BLACKLINEBL |
| 0.48% | 0.74% | $353.6万 | 12.6万股 | $587.0万 | 15.9万股 | -3.3万股-20.59% | 减仓 |
 SYMBOTIC CLASS A COMSYM |
| 0.33% | 0.25% | $240.3万 | 5.3万股 | $195.8万 | 3.7万股 | +1.7万股+45.22% | 加仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.28% | 0.27% | $205.7万 | 1.9万股 | $215.6万 | 2.0万股 | -950股-4.65% | 减仓 |
 艾伯维ABBV |
| 0.26% | 0.21% | $190.7万 | 7,578股 | $164.8万 | 7,578股 | 00.00% | 持仓不变 |
 ROYALTY PHARMARPRX |
| 0.23% | 0.11% | $168.5万 | 3.0万股 | $90.5万 | 1.9万股 | +1.1万股+59.18% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.22% | 0.19% | $159.6万 | 1.4万股 | $148.2万 | 1.6万股 | -2,400股-14.60% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.2% | 0.19% | $150.9万 | 2.6万股 | $151.8万 | 2.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.15% | 0.18% | $110.8万 | 8,105股 | $139.8万 | 8,240股 | -135股-1.64% | 减仓 |
| DDOORDASHDASH |
| 0.15% | 0.11% | $110.7万 | 6,000股 | $90.1万 | 6,000股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.14% | 0.12% | $104.8万 | 8,158股 | $98.1万 | 8,158股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.13% | 0.13% | $95.8万 | 1,024股 | $102.0万 | 1,024股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.11% | 0.11% | $84.8万 | 5,785股 | $85.1万 | 5,785股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.1% | 0.08% | $77.4万 | 3,866股 | $63.9万 | 3,666股 | +200股+5.46% | 加仓 |
 雅培ABT |
| 0.1% | 0.1% | $71.3万 | 7,858股 | $80.7万 | 7,858股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.09% | 0.07% | $66.3万 | 1,980股 | $52.2万 | 2,085股 | -105股-5.04% | 减仓 |
 ADOBE COMADBE |
| 0.09% | 0.1% | $65.6万 | 3,200股 | $77.8万 | 3,200股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.08% | 0.07% | $62.7万 | 839股 | $54.6万 | 839股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.08% | 0.05% | $59.7万 | 5,080股 | $39.4万 | 5,080股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.07% | — | $54.0万 | 3,870股 | $0 | 0股 | +3,870股 | 新买入 |
 迪士尼DIS |
| 0.07% | 0.08% | $50.9万 | 5,289股 | $60.6万 | 6,289股 | -1,000股-15.90% | 减仓 |
| S嘉信·USSCHX |
| 0.07% | 0.05% | $49.6万 | 1.7万股 | $43.1万 | 1.7万股 | +44股+0.26% | 加仓 |
 美国运通AXP |
| 0.07% | 0.06% | $49.4万 | 1,460股 | $46.1万 | 1,525股 | -65股-4.26% | 减仓 |
| QQXOQXO |
| 0.06% | 0.05% | $47.5万 | 2.7万股 | $43.3万 | 2.2万股 | +5,190股+23.27% | 加仓 |
 北方信托NTRS |
| 0.05% | 0.04% | $39.1万 | 2,250股 | $31.4万 | 2,250股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.05% | — | $38.6万 | 665股 | $0 | 0股 | +665股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.05% | — | $37.8万 | 875股 | $0 | 0股 | +875股 | 新买入 |
 博通AVGO |
| 0.05% | 0.04% | $36.5万 | 965股 | $30.8万 | 995股 | -30股-3.02% | 减仓 |
 Meta平台META |
| 0.05% | 0.05% | $35.4万 | 629股 | $36.0万 | 629股 | 00.00% | 持仓不变 |
