| AAlphabet Inc Class CGOOG |
| 9.51% | 11.01% | $9,057.2万 | 25.6万股 | $9,373.2万 | 32.7万股 | -7.0万股-21.55% | 减仓 |
 台积电TSM |
| 8.18% | 6.38% | $7,789.5万 | 16.3万股 | $5,427.5万 | 16.1万股 | +2,507股+1.56% | 加仓 |
 微软MSFT |
| 6.87% | 7.53% | $6,544.4万 | 17.5万股 | $6,406.9万 | 17.3万股 | +2,362股+1.36% | 加仓 |
 亚马逊AMZN |
| 6.71% | 6.48% | $6,393.6万 | 26.8万股 | $5,511.8万 | 26.5万股 | +3,607股+1.36% | 加仓 |
 应用材料AMAT |
| 6.69% | 1.15% | $6,370.1万 | 8.8万股 | $975.0万 | 2.9万股 | +6.0万股+208.88% | 加仓 |
 GE航空GE |
| 6.19% | 5.19% | $5,902.0万 | 15.8万股 | $4,414.0万 | 15.6万股 | +2,371股+1.52% | 加仓 |
 伍德沃德WWD |
| 5.69% | 5.27% | $5,419.0万 | 12.7万股 | $4,482.2万 | 12.5万股 | +2,147股+1.71% | 加仓 |
 联合太平洋铁路UNP |
| 5.4% | 5.3% | $5,145.6万 | 18.9万股 | $4,512.3万 | 18.6万股 | +3,197股+1.72% | 加仓 |
 Meta平台META |
| 4.91% | 5.49% | $4,681.8万 | 8.3万股 | $4,674.0万 | 8.2万股 | +1,421股+1.74% | 加仓 |
 AON SHS CL AAON |
| 3.86% | 4.15% | $3,681.0万 | 11.1万股 | $3,534.1万 | 10.9万股 | +1,490股+1.36% | 加仓 |
 VisaV |
| 3.49% | 3.4% | $3,326.5万 | 9.7万股 | $2,895.3万 | 9.6万股 | +1,161股+1.21% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 3.45% | 2.43% | $3,282.5万 | 5.3万股 | $2,066.0万 | 5.2万股 | +797股+1.52% | 加仓 |
| SSPDR道富系列信托BIL |
| 3.32% | 2.75% | $3,165.8万 | 34.5万股 | $2,340.9万 | 25.5万股 | +9.0万股+35.24% | 加仓 |
 SAP SPON ADRSAP |
| 3.05% | 5.01% | $2,910.3万 | 18.9万股 | $4,263.4万 | 24.9万股 | -6.0万股-24.16% | 减仓 |
 GE VernovaGEV |
| 2.98% | 6.61% | $2,838.9万 | 2.4万股 | $5,625.5万 | 6.4万股 | -4.0万股-62.51% | 减仓 |
 万事达MA |
| 2.96% | 3.18% | $2,817.4万 | 5.5万股 | $2,708.3万 | 5.4万股 | +652股+1.20% | 加仓 |
 林德LIN |
| 2.87% | 3.03% | $2,737.4万 | 5.3万股 | $2,576.3万 | 5.2万股 | +783股+1.51% | 加仓 |
 博通AVGO |
| 2.71% | 2.45% | $2,585.2万 | 6.8万股 | $2,086.1万 | 6.7万股 | +1,037股+1.54% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.36% | 2.23% | $2,244.3万 | 8.3万股 | $1,895.0万 | 8.2万股 | +1,249股+1.52% | 加仓 |
| GGE医疗GEHC |
| 1.9% | 2.33% | $1,813.4万 | 28.3万股 | $1,982.8万 | 27.9万股 | +4,734股+1.70% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.52% | 1.77% | $1,450.5万 | 3.2万股 | $1,506.3万 | 3.1万股 | +528股+1.70% | 加仓 |
 NateraNTRA |
| 1.18% | — | $1,119.8万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.07% | 1.43% | $1,019.2万 | 8.3万股 | $1,218.1万 | 8.1万股 | +1,377股+1.69% | 加仓 |
| IiShares安硕信托SGOV |
| 0.82% | 0.72% | $784.7万 | 7.8万股 | $614.3万 | 6.1万股 | +1.7万股+27.73% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.72% | — | $687.8万 | 4,052股 | $0 | 0股 | +4,052股 | 新买入 |
 星座能源CEG |
| 0.63% | 1.2% | $602.1万 | 2.4万股 | $1,018.5万 | 3.6万股 | -1.2万股-33.53% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 0.49% | — | $471.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 CoStarCSGP |
| 0.33% | 0.52% | $314.0万 | 11.1万股 | $440.7万 | 10.9万股 | +1,627股+1.49% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.08% | 0.08% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.05% | 0.06% | $50.0万 | 1,000股 | $47.9万 | 1,000股 | 00.00% | 持仓不变 |
