 谷歌AGOOGL |
| 6.1% | 6.02% | $3,815.0万 | 10.7万股 | $3,336.0万 | 11.6万股 | -9,260股-7.98% | 减仓 |
 AMD超威AMD |
| 5.63% | 4.57% | $3,522.7万 | 6.1万股 | $2,532.5万 | 12.4万股 | -6.4万股-51.29% | 减仓 |
 苹果AAPL |
| 5.3% | 5.15% | $3,317.2万 | 11.5万股 | $2,854.9万 | 11.2万股 | +2,149股+1.91% | 加仓 |
 台积电TSM |
| 5.02% | 5.61% | $3,138.8万 | 6.6万股 | $3,111.9万 | 9.2万股 | -2.6万股-28.63% | 减仓 |
 微软MSFT |
| 4.83% | 4.26% | $3,019.4万 | 8.1万股 | $2,359.2万 | 6.4万股 | +1.7万股+27.00% | 加仓 |
 Arista网络ANET |
| 4.32% | 3.46% | $2,700.2万 | 15.9万股 | $1,916.7万 | 15.6万股 | +2,841股+1.82% | 加仓 |
 Meta平台META |
| 4.04% | 2.67% | $2,529.6万 | 4.5万股 | $1,480.6万 | 2.6万股 | +1.9万股+73.53% | 加仓 |
 XOMETRYXMTR |
| 3.93% | 2.21% | $2,460.1万 | 25.5万股 | $1,222.2万 | 29.9万股 | -4.4万股-14.83% | 减仓 |
 ShopifySHOP |
| 3.9% | 1.74% | $2,439.7万 | 21.4万股 | $965.5万 | 8.1万股 | +13.2万股+162.50% | 加仓 |
 艾伯维ABBV |
| 3.04% | 2.62% | $1,902.8万 | 7.6万股 | $1,454.7万 | 6.7万股 | +8,728股+13.05% | 加仓 |
 新思科技SNPS |
| 3.04% | 2.83% | $1,901.5万 | 4.3万股 | $1,567.3万 | 4.0万股 | +3,096股+7.83% | 加仓 |
 沃尔玛WMT |
| 2.86% | 3.64% | $1,790.6万 | 15.8万股 | $2,020.2万 | 16.3万股 | -4,456股-2.74% | 减仓 |
 BOOKING COMBKNG |
| 2.78% | 2.54% | $1,736.1万 | 9.7万股 | $1,405.8万 | 3,339股 | +9.4万股+2,817.19% | 加仓 |
 好市多COST |
| 2.77% | 3.31% | $1,732.9万 | 1.9万股 | $1,833.6万 | 1.8万股 | +122股+0.66% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.76% | 2.87% | $1,728.6万 | 1.0万股 | $1,588.5万 | 9,187股 | +997股+10.85% | 加仓 |
 再生元REGN |
| 2.75% | 3.39% | $1,720.6万 | 2.8万股 | $1,876.4万 | 2.4万股 | +3,308股+13.62% | 加仓 |
 亚马逊AMZN |
| 2.44% | 2.25% | $1,528.6万 | 6.4万股 | $1,247.4万 | 6.0万股 | +4,243股+7.08% | 加仓 |
 布鲁克菲尔德BN |
| 2.36% | 2.54% | $1,474.0万 | 34.6万股 | $1,406.2万 | 34.8万股 | -1,509股-0.43% | 减仓 |
 FERRARI COMRACE |
| 2.25% | 2.16% | $1,405.1万 | 3.8万股 | $1,198.6万 | 3.6万股 | +2,018股+5.62% | 加仓 |
| FFASTENAL COMFAST |
| 2.21% | 2.36% | $1,381.6万 | 28.8万股 | $1,308.6万 | 28.2万股 | +5,616股+1.99% | 加仓 |
 RYAN SPECIALTYRYAN |
| 1.84% | — | $1,148.4万 | 30.4万股 | $0 | 0股 | +30.4万股 | 新买入 |
 标普全球SPGI |
| 1.71% | 2.05% | $1,069.3万 | 2.6万股 | $1,136.3万 | 2.7万股 | -461股-1.73% | 减仓 |
| T赛默飞世尔TMO |
| 1.51% | 1.42% | $941.6万 | 1.9万股 | $788.3万 | 1.6万股 | +2,743股+17.10% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.31% | 1.43% | $816.6万 | 7.9万股 | $791.3万 | 7.9万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.29% | 1.26% | $808.7万 | 2.2万股 | $698.8万 | 1.6万股 | +5,712股+35.17% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.07% | 1.54% | $666.8万 | 8.6万股 | $854.7万 | 9.2万股 | -5,660股-6.18% | 减仓 |
| AAMRIZE SHSAMRZ |
| 1% | 1.09% | $628.4万 | 11.9万股 | $605.9万 | 11.1万股 | +7,201股+6.46% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1% | 0.94% | $625.8万 | 6.5万股 | $522.6万 | 6.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.98% | 0.98% | $614.9万 | 3.1万股 | $543.9万 | 3.1万股 | -456股-1.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.42% | $593.8万 | 1.7万股 | $235.3万 | 8,203股 | +8,602股+104.86% | 加仓 |
 ALTRIAMO |
| 0.91% | 0.87% | $568.8万 | 7.9万股 | $479.6万 | 7.3万股 | +6,388股+8.79% | 加仓 |
 LOGITECH INTL SHSLOGI |
| 0.88% | 0.93% | $547.8万 | 5.8万股 | $516.2万 | 5.7万股 | +1,338股+2.34% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.76% | 0.8% | $476.0万 | 6.0万股 | $443.3万 | 5.6万股 | +4,308股+7.70% | 加仓 |
 辉瑞PFE |
| 0.76% | 1.3% | $474.6万 | 19.7万股 | $720.2万 | 25.6万股 | -5.9万股-23.16% | 减仓 |
 NETFLIXNFLX |
| 0.73% | 1.04% | $456.8万 | 6.4万股 | $579.0万 | 6.0万股 | +3,760股+6.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 0.82% | $430.9万 | 8,612股 | $457.0万 | 9,536股 | -924股-9.69% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.69% | 0.86% | $428.5万 | 12.9万股 | $477.3万 | 12.4万股 | +4,473股+3.60% | 加仓 |
| IiShares黄金信托IAU |
| 0.66% | 0.79% | $411.2万 | 5.4万股 | $440.4万 | 5.0万股 | +4,496股+9.00% | 加仓 |
 COPART COMCPRT |
| 0.62% | 0.82% | $385.6万 | 13.7万股 | $454.3万 | 13.7万股 | -65股-0.05% | 减仓 |
 ADPADP |
| 0.57% | 0.41% | $353.4万 | 1.6万股 | $227.5万 | 1.1万股 | +4,584股+40.95% | 加仓 |
 应用材料AMAT |
| 0.51% | 0.28% | $319.1万 | 4,413股 | $154.9万 | 4,533股 | -120股-2.65% | 减仓 |
 强生JNJ |
| 0.47% | 0.51% | $296.6万 | 1.2万股 | $280.4万 | 1.1万股 | +208股+1.81% | 加仓 |
 瑞银UBS |
| 0.41% | 0.39% | $253.4万 | 5.1万股 | $215.4万 | 5.6万股 | -4,996股-8.90% | 减仓 |
 直觉外科ISRG |
| 0.4% | 0.45% | $248.9万 | 6,260股 | $250.7万 | 5,439股 | +821股+15.09% | 加仓 |
 可口可乐KO |
| 0.38% | 0.4% | $237.9万 | 2.9万股 | $223.7万 | 2.9万股 | -146股-0.50% | 减仓 |
 麦当劳MCD |
| 0.29% | 0.34% | $184.5万 | 6,824股 | $188.2万 | 6,056股 | +768股+12.68% | 加仓 |
 自由媒体FWONK |
| 0.27% | 0.27% | $167.2万 | 1.8万股 | $149.4万 | 1.8万股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.25% | 0.29% | $153.7万 | 9,091股 | $158.1万 | 8,680股 | +411股+4.74% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.24% | 0.27% | $149.2万 | 1.6万股 | $148.8万 | 1.6万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.23% | 0.27% | $146.2万 | 1.2万股 | $151.3万 | 1.2万股 | 00.00% | 持仓不变 |
