| AAlphabet Inc Class CGOOG |
| 29.29% | 29.52% | $3,809.9万 | 10.8万股 | $3,640.2万 | 12.7万股 | -1.9万股-15.03% | 减仓 |
 万事达MA |
| 24.57% | 25.21% | $3,196.0万 | 6.2万股 | $3,109.2万 | 6.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 15.07% | 15.77% | $1,960.8万 | 5.3万股 | $1,945.2万 | 5.3万股 | +16股+0.03% | 加仓 |
 FIRST SOLAR COMFSLR |
| 9.48% | 8.36% | $1,233.7万 | 5.2万股 | $1,031.4万 | 5.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 4.22% | 4.52% | $549.4万 | 9,753股 | $558.0万 | 9,753股 | 00.00% | 持仓不变 |
| IiShares安硕信托 |
| 3.87% | 2.15% | $503.2万 | 7.4万股 | $265.7万 | 7.4万股 | 00.00% | 持仓不变 |
| CCOVISTACVSA |
| 3.57% | 3.48% | $464.4万 | 3.7万股 | $429.4万 | 3.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.52% | 3.06% | $328.1万 | 9,181股 | $377.7万 | 1.3万股 | -3,953股-30.10% | 减仓 |
 WorkdayWDAY |
| 2.11% | 0.99% | $274.2万 | 2.2万股 | $122.1万 | 9,400股 | +1.3万股+138.30% | 加仓 |
 WorkdayWDAY |
| 1.42% | 1.59% | $184.9万 | 1.5万股 | $196.2万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托MCHI |
| 1.34% | 1.56% | $174.6万 | 3.4万股 | $192.2万 | 3.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.12% | $144.8万 | 2,894股 | $138.7万 | 2,894股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.58% | 0.58% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| SSONY SPONSORED ADRSONY |
| 0.5% | 0.54% | $64.9万 | 3.2万股 | $67.0万 | 3.2万股 | 00.00% | 持仓不变 |
 西方石油OXY |
| 0.35% | 0.37% | $45.4万 | 6,988股 | $45.4万 | 6,988股 | 00.00% | 持仓不变 |
