 特斯拉TSLA |
| 21.94% | 19.54% | $2,968.3万 | 7.1万股 | $2,626.0万 | 7.1万股 | -64股-0.09% | 减仓 |
| QQXOQXO |
| 14.74% | 18.82% | $1,993.8万 | 115.4万股 | $2,529.5万 | 130.3万股 | -14.9万股-11.42% | 减仓 |
 苹果AAPL |
| 10.37% | 9.23% | $1,403.3万 | 4.8万股 | $1,240.6万 | 4.9万股 | -389股-0.80% | 减仓 |
 亚马逊AMZN |
| 8.6% | 7.66% | $1,163.8万 | 4.9万股 | $1,029.3万 | 4.9万股 | -593股-1.20% | 减仓 |
 布鲁克菲尔德BN |
| 6.21% | 7.47% | $839.7万 | 19.7万股 | $1,004.1万 | 24.8万股 | -5.1万股-20.54% | 减仓 |
 CoStarCSGP |
| 6.16% | 6.81% | $833.2万 | 29.4万股 | $914.6万 | 22.7万股 | +6.7万股+29.77% | 加仓 |
 英伟达NVDA |
| 5.22% | 3.27% | $706.2万 | 3.5万股 | $438.8万 | 2.5万股 | +1.0万股+40.26% | 加仓 |
 微软MSFT |
| 5.12% | 2.76% | $692.3万 | 1.9万股 | $371.5万 | 1.0万股 | +8,521股+84.90% | 加仓 |
| SSpaceXSPCX |
| 4.93% | — | $666.6万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 4.24% | 3.45% | $573.4万 | 1.6万股 | $463.5万 | 1.6万股 | +72股+0.45% | 加仓 |
 Meta平台META |
| 3.71% | 3.94% | $502.1万 | 8,914股 | $530.2万 | 9,267股 | -353股-3.81% | 减仓 |
 明晟MSCI |
| 3.02% | 2.93% | $408.7万 | 7,298股 | $393.4万 | 7,298股 | 00.00% | 持仓不变 |
 VisaV |
| 2.62% | 2.32% | $354.0万 | 1.0万股 | $311.8万 | 1.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.29% | 2.24% | $309.2万 | 6,020股 | $300.7万 | 6,019股 | +1股+0.02% | 加仓 |
| IiShares安硕信托SGOV |
| 0.42% | 0.43% | $57.2万 | 5,680股 | $57.2万 | 5,680股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.29% | 0.33% | $38.8万 | 1,435股 | $44.6万 | 1,435股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.11% | $20.5万 | 274股 | $15.3万 | 235股 | +39股+16.60% | 加仓 |
