 谷歌AGOOGL |
| 10.68% | 9.53% | $1.00亿 | 28.0万股 | $8,051.7万 | 28.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 9.44% | 10.03% | $8,846.9万 | 17.7万股 | $8,472.3万 | 17.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 7.78% | 7.57% | $7,291.9万 | 25.2万股 | $6,395.5万 | 25.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 6.11% | 5.92% | $5,720.2万 | 24.0万股 | $4,998.5万 | 24.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 5.58% | 5.39% | $5,227.4万 | 7.0万股 | $4,552.4万 | 7.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.06% | 4.47% | $3,804.8万 | 10.2万股 | $3,775.7万 | 10.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 3.65% | 3.93% | $3,415.4万 | 6.7万股 | $3,322.7万 | 6.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 3.63% | 3.54% | $3,396.6万 | 9.9万股 | $2,992.2万 | 9.9万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.01% | 3.25% | $2,816.5万 | 5.0万股 | $2,746.2万 | 4.8万股 | +2,000股+4.17% | 加仓 |
 LOWES COS COMLOW |
| 2.82% | 3.36% | $2,645.9万 | 12.0万股 | $2,835.4万 | 12.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 2.8% | 2.78% | $2,618.6万 | 8.0万股 | $2,353.3万 | 8.0万股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 2.74% | 2.94% | $2,565.9万 | 3,766股 | $2,481.7万 | 3,766股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 2.46% | 2.37% | $2,304.4万 | 1.7万股 | $2,005.0万 | 1.7万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 2.39% | 2.59% | $2,235.7万 | 19.0万股 | $2,184.8万 | 19.0万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 2.18% | 2.15% | $2,040.0万 | 7.5万股 | $1,819.7万 | 7.5万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 2.05% | 2.31% | $1,916.3万 | 10.1万股 | $1,948.3万 | 10.1万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.87% | — | $1,756.5万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 希尔顿HLT |
| 1.79% | 1.83% | $1,678.7万 | 5.1万股 | $1,544.7万 | 5.1万股 | 00.00% | 持仓不变 |
 凯悦H |
| 1.7% | 1.4% | $1,589.5万 | 8.2万股 | $1,179.1万 | 8.2万股 | 00.00% | 持仓不变 |
 Live NationLYV |
| 1.68% | 1.55% | $1,574.7万 | 8.6万股 | $1,311.6万 | 8.6万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.57% | 2.4% | $1,467.3万 | 20.6万股 | $2,024.0万 | 21.1万股 | -5,000股-2.38% | 减仓 |
 迪尔DE |
| 1.56% | — | $1,459.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 英伟达NVDA |
| 1.54% | 1.49% | $1,440.6万 | 7.2万股 | $1,255.7万 | 7.2万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.54% | 0.98% | $1,439.3万 | 1.2万股 | $827.8万 | 9,000股 | +3,000股+33.33% | 加仓 |
 优步UBER |
| 1.38% | 1.53% | $1,296.0万 | 18.0万股 | $1,291.9万 | 18.0万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.38% | 1.14% | $1,292.3万 | 1.1万股 | $960.2万 | 1.1万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 1.36% | 1.79% | $1,273.7万 | 2.5万股 | $1,511.0万 | 2.5万股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.35% | — | $1,269.3万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 EquinixEQIX |
| 1.34% | 1.39% | $1,250.9万 | 1.2万股 | $1,176.3万 | 1.2万股 | 00.00% | 持仓不变 |
 NISOURCE COMNI |
| 1.29% | 1.16% | $1,212.5万 | 25.5万股 | $979.9万 | 21.0万股 | +4.5万股+21.43% | 加仓 |
 HCA医疗HCA |
| 1.29% | — | $1,208.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 帕兰提尔PLTR |
| 1.25% | 1.73% | $1,166.7万 | 10.0万股 | $1,462.8万 | 10.0万股 | 00.00% | 持仓不变 |
 UNITED AIRLS COMUAL |
| 1.16% | 0.57% | $1,087.9万 | 8.0万股 | $478.8万 | 5.2万股 | +2.8万股+53.85% | 加仓 |
 CloudflareNET |
| 1.05% | 1.22% | $981.1万 | 4.0万股 | $1,031.7万 | 5.0万股 | -1.0万股-20.00% | 减仓 |
 第一资本COF |
| 1.01% | — | $942.9万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| QQXOQXO |
| 0.9% | 1.2% | $846.7万 | 49.0万股 | $1,009.8万 | 52.0万股 | -3.0万股-5.77% | 减仓 |
 ServiceNowNOW |
| 0.64% | 0.74% | $595.7万 | 6.0万股 | $627.3万 | 6.0万股 | 00.00% | 持仓不变 |
