| AAlphabet Inc Class CGOOG |
| 18.06% | 18.23% | $3,261.6万 | 9.2万股 | $2,627.0万 | 9.2万股 | +730股+0.80% | 加仓 |
 亚马逊AMZN |
| 12.31% | 14.12% | $2,222.5万 | 9.3万股 | $2,034.5万 | 9.8万股 | -4,438股-4.54% | 减仓 |
 GE VernovaGEV |
| 9.02% | 8.29% | $1,628.7万 | 1.4万股 | $1,194.7万 | 1.4万股 | +177股+1.29% | 加仓 |
| TTALEN ENERGYTLN |
| 6.88% | 7.16% | $1,242.7万 | 3.2万股 | $1,032.4万 | 3.2万股 | 00.00% | 持仓不变 |
 CRANECR |
| 6.38% | 6.11% | $1,152.8万 | 5.2万股 | $880.3万 | 5.1万股 | +200股+0.39% | 加仓 |
 PHILIP MORRIS INTLPM |
| 6.05% | 6.93% | $1,093.1万 | 6.0万股 | $999.0万 | 6.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 5.14% | 8.43% | $928.8万 | 1.6万股 | $1,215.5万 | 2.1万股 | -4,757股-22.39% | 减仓 |
 万事达MA |
| 4.27% | 5.21% | $771.4万 | 1.5万股 | $750.5万 | 1.5万股 | 00.00% | 持仓不变 |
| DDPC HOLDINGS PLCDPC |
| 4.16% | — | $750.6万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
 HSBC SPON ADR NEWHSBC |
| 4.13% | 4.35% | $745.7万 | 7.3万股 | $627.4万 | 7.3万股 | 00.00% | 持仓不变 |
| AAPI COM STKAPG |
| 3.77% | 4.52% | $681.4万 | 16.1万股 | $652.0万 | 16.1万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 3.18% | 2.02% | $574.6万 | 3.1万股 | $291.1万 | 1.9万股 | +1.2万股+60.60% | 加仓 |
 TransDigmTDG |
| 2.96% | 3.23% | $535.1万 | 4,017股 | $465.6万 | 4,017股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.83% | 3.91% | $510.2万 | 1.1万股 | $563.1万 | 1.2万股 | -500股-4.31% | 减仓 |
 FLOWSERVEFLS |
| 2.67% | — | $482.0万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 黑石集团BX |
| 2.09% | 4.24% | $378.3万 | 3.2万股 | $611.5万 | 5.3万股 | -2.1万股-39.55% | 减仓 |
 标普全球SPGI |
| 1.96% | 2.56% | $353.8万 | 8,688股 | $369.5万 | 8,688股 | 00.00% | 持仓不变 |
| FFERMIFRMI |
| 1.27% | — | $229.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 美光科技MU |
| 1.21% | — | $218.3万 | 1,891股 | $0 | 0股 | +1,891股 | 新买入 |
 台积电TSM |
| 1.02% | — | $184.0万 | 3,853股 | $0 | 0股 | +3,853股 | 新买入 |
| LLong Pond CapitalLPRE |
| 0.63% | 0.69% | $114.4万 | 3.8万股 | $99.0万 | 3.8万股 | 00.00% | 持仓不变 |
