 BANCO SANTANDER BRASILBSBR |
| 16.99% | 24.88% | $27.31亿 | 5.20亿股 | $30.85亿 | 5.20亿股 | 00.00% | 持仓不变 |
 微软MSFT |
| 5.8% | 5.48% | $9.33亿 | 250.0万股 | $6.80亿 | 183.6万股 | +66.4万股+36.14% | 加仓 |
 英伟达NVDA |
| 5.71% | 3.71% | $9.19亿 | 459.2万股 | $4.60亿 | 263.6万股 | +195.6万股+74.20% | 加仓 |
 FERROVIAL NV ORD SHSFER |
| 4.19% | 4.71% | $6.73亿 | 981.4万股 | $5.84亿 | 872.0万股 | +109.4万股+12.54% | 加仓 |
 苹果AAPL |
| 4.16% | 2.87% | $6.69亿 | 231.4万股 | $3.56亿 | 140.2万股 | +91.1万股+64.96% | 加仓 |
 美光科技MU |
| 2.9% | 0.55% | $4.66亿 | 40.3万股 | $6,858.5万 | 20.3万股 | +20.0万股+98.74% | 加仓 |
 亚马逊AMZN |
| 2.82% | 2.36% | $4.54亿 | 190.4万股 | $2.92亿 | 140.3万股 | +50.1万股+35.74% | 加仓 |
 Meta平台META |
| 2.39% | 1.42% | $3.84亿 | 68.3万股 | $1.76亿 | 30.8万股 | +37.4万股+121.29% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 2.36% | 3.06% | $3.79亿 | 487.1万股 | $3.79亿 | 422.5万股 | +64.6万股+15.30% | 加仓 |
 谷歌AGOOGL |
| 2.33% | 1.67% | $3.74亿 | 104.7万股 | $2.07亿 | 71.8万股 | +32.9万股+45.75% | 加仓 |
 博通AVGO |
| 1.92% | 1.2% | $3.08亿 | 81.6万股 | $1.49亿 | 48.0万股 | +33.6万股+70.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.37% | 1.28% | $2.21亿 | 62.5万股 | $1.59亿 | 55.5万股 | +7.0万股+12.71% | 加仓 |
| SSPDR黄金信托GLD |
| 1.37% | 1.77% | $2.19亿 | 59.6万股 | $2.19亿 | 51.0万股 | +8.6万股+16.94% | 加仓 |
 摩根大通JPM |
| 1.34% | 1.24% | $2.15亿 | 65.8万股 | $1.54亿 | 52.4万股 | +13.5万股+25.69% | 加仓 |
 FERRARI COMRACE |
| 1.07% | 1.52% | $1.72亿 | 46.1万股 | $1.88亿 | 54.9万股 | -8.8万股-15.99% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.98% | 1.23% | $1.57亿 | 21.1万股 | $1.53亿 | 23.5万股 | -2.5万股-10.61% | 减仓 |
 礼来LLY |
| 0.89% | 0.86% | $1.44亿 | 12.0万股 | $1.07亿 | 11.6万股 | +3,627股+3.12% | 加仓 |
 卡特彼勒CAT |
| 0.89% | 0.69% | $1.42亿 | 13.4万股 | $8,572.0万 | 12.1万股 | +1.3万股+10.54% | 加仓 |
| V先锋领航指数基金VOO |
| 0.87% | 1.01% | $1.39亿 | 20.3万股 | $1.25亿 | 21.0万股 | -6,672股-3.18% | 减仓 |
| DDEUTSCHE BK |
| 0.85% | 0.13% | $1.37亿 | 406.2万股 | $1,562.1万 | 52.5万股 | +353.8万股+674.44% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.84% | 0.77% | $1.35亿 | 44.6万股 | $9,552.3万 | 40.2万股 | +4.4万股+11.03% | 加仓 |
 应用材料AMAT |
| 0.83% | 0.15% | $1.34亿 | 18.5万股 | $1,868.8万 | 5.5万股 | +13.1万股+238.86% | 加仓 |
| C花旗集团C |
| 0.8% | 0.62% | $1.29亿 | 91.8万股 | $7,680.1万 | 67.7万股 | +24.1万股+35.63% | 加仓 |
 迈威尔MRVL |
| 0.79% | 0.28% | $1.27亿 | 42.5万股 | $3,472.0万 | 35.1万股 | +7.5万股+21.28% | 加仓 |
 AMD超威AMD |
| 0.74% | 0.21% | $1.18亿 | 20.4万股 | $2,552.7万 | 12.5万股 | +7.8万股+62.51% | 加仓 |
 摩根士丹利MS |
| 0.71% | 0.55% | $1.14亿 | 54.7万股 | $6,874.7万 | 41.8万股 | +13.0万股+31.04% | 加仓 |
| IiShares安硕信托IVV |
| 0.71% | 0.67% | $1.14亿 | 15.2万股 | $8,361.4万 | 12.8万股 | +2.4万股+18.43% | 加仓 |
 甲骨文ORCL |
| 0.66% | 0.36% | $1.06亿 | 72.2万股 | $4,448.3万 | 30.2万股 | +42.0万股+138.80% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.59% | $1.05亿 | 25.0万股 | $7,328.3万 | 19.7万股 | +5.3万股+26.73% | 加仓 |
| IiShares安硕URTH |
| 0.65% | 0.64% | $1.05亿 | 51.7万股 | $7,925.6万 | 44.0万股 | +7.6万股+17.32% | 加仓 |
 泛林集团LRCX |
| 0.61% | 0.46% | $9,782.9万 | 22.6万股 | $5,666.6万 | 26.5万股 | -3.9万股-14.88% | 减仓 |
| BBANK OF AMERBAC |
| 0.6% | 0.43% | $9,673.1万 | 169.8万股 | $5,369.7万 | 110.1万股 | +59.6万股+54.12% | 加仓 |
 VisaV |
| 0.57% | 0.58% | $9,117.4万 | 26.6万股 | $7,219.9万 | 23.9万股 | +2.7万股+11.25% | 加仓 |
| SSANDISK COMSNDK |
| 0.56% | — | $9,020.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 可口可乐KO |
| 0.55% | 0.65% | $8,864.6万 | 109.1万股 | $8,046.4万 | 105.8万股 | +3.3万股+3.09% | 加仓 |
 科磊KLAC |
| 0.53% | 0.01% | $8,568.8万 | 28.4万股 | $182.1万 | 1,237股 | +28.3万股+22,859.34% | 加仓 |
 英特尔INTC |
| 0.52% | 0.11% | $8,381.1万 | 60.0万股 | $1,382.4万 | 31.3万股 | +28.7万股+91.61% | 加仓 |
 高盛GS |
| 0.49% | 0.3% | $7,854.3万 | 7.8万股 | $3,769.6万 | 4.5万股 | +3.3万股+74.29% | 加仓 |
 西部数据WDC |
| 0.46% | 0.1% | $7,362.2万 | 11.5万股 | $1,207.1万 | 4.5万股 | +7.1万股+158.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.35% | $7,325.1万 | 14.6万股 | $4,326.9万 | 9.0万股 | +5.6万股+62.12% | 加仓 |
 NETFLIXNFLX |
| 0.43% | 0.73% | $6,922.7万 | 97.0万股 | $9,088.4万 | 94.5万股 | +2.4万股+2.57% | 加仓 |
 沃尔玛WMT |
| 0.4% | 0.6% | $6,396.4万 | 56.5万股 | $7,401.7万 | 59.6万股 | -3.1万股-5.17% | 减仓 |
 百时美施贵宝BMY |
| 0.39% | 0.4% | $6,270.9万 | 108.8万股 | $4,899.2万 | 80.8万股 | +28.1万股+34.73% | 加仓 |
 联合健康UNH |
| 0.38% | 0.22% | $6,177.9万 | 14.9万股 | $2,667.4万 | 9.9万股 | +5.0万股+50.78% | 加仓 |
 GE VernovaGEV |
| 0.38% | 0.02% | $6,048.5万 | 5.1万股 | $226.5万 | 2,595股 | +4.9万股+1,883.93% | 加仓 |
| I景顺QQQ信托VOO |
| 0.36% | 0.21% | $5,810.6万 | 7.9万股 | $2,596.3万 | 4.5万股 | +3.4万股+75.41% | 加仓 |
 VertivVRT |
| 0.36% | 0.01% | $5,729.2万 | 17.1万股 | $75.8万 | 3,024股 | +16.8万股+5,558.53% | 加仓 |
 福泰制药VRTX |
| 0.33% | 0.36% | $5,368.4万 | 10.8万股 | $4,438.1万 | 9.9万股 | +8,687股+8.74% | 加仓 |
 万事达MA |
| 0.33% | 0.47% | $5,325.1万 | 10.4万股 | $5,786.8万 | 11.6万股 | -1.2万股-10.48% | 减仓 |
 埃克森美孚XOM |
| 0.33% | 0.8% | $5,307.1万 | 38.8万股 | $9,917.4万 | 58.5万股 | -19.6万股-33.59% | 减仓 |
