| AAlphabet Inc Class CGOOG |
| 12.72% | 2.55% | $657.4万 | 3.5万股 | $204.0万 | 1.2万股 | +2.2万股+182.93% | 加仓 |
 好市多COST |
| 10.25% | 6.58% | $529.8万 | 5,782股 | $525.9万 | 5,932股 | -150股-2.53% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 7.15% | — | $369.4万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 特斯拉TSLA |
| 6.64% | 6.81% | $343.3万 | 8,500股 | $544.3万 | 2.1万股 | -1.2万股-59.14% | 减仓 |
 英伟达NVDA |
| 6.62% | 3.19% | $342.2万 | 2.5万股 | $254.8万 | 2.1万股 | +4,500股+21.45% | 加仓 |
 RobinhoodHOOD |
| 6.35% | 1.23% | $327.9万 | 8.8万股 | $98.4万 | 4.2万股 | +4.6万股+109.52% | 加仓 |
 VAIL RESORTSMTN |
| 3.63% | — | $187.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 3.24% | 1.86% | $167.3万 | 1.5万股 | $148.4万 | 1.6万股 | -1,070股-6.70% | 减仓 |
 赛富时CRM |
| 2.96% | — | $152.8万 | 4,570股 | $0 | 0股 | +4,570股 | 新买入 |
 Live NationLYV |
| 2.61% | — | $134.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 TradewebTW |
| 2.53% | — | $130.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 FLUTTER ENTMTFLUT |
| 2.5% | — | $129.2万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| N纳斯达克NDAQ |
| 2.39% | 1.46% | $123.3万 | 1.6万股 | $116.5万 | 1.6万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.25% | — | $116.3万 | 2,600股 | $0 | 0股 | +2,600股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 2.23% | — | $115.3万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 BANCO SANTANDER ADRSAN |
| 2.21% | — | $114.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 FICOFICO |
| 1.93% | 1.22% | $99.5万 | 500股 | $97.2万 | 500股 | 00.00% | 持仓不变 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 1.92% | — | $99.2万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| CCAVACAVA |
| 1.75% | — | $90.2万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 1.65% | — | $85.0万 | 500股 | $0 | 0股 | +500股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 1.62% | — | $83.9万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 微软MSFT |
| 1.6% | 1.03% | $82.6万 | 1,959股 | $82.1万 | 1,909股 | +50股+2.62% | 加仓 |
| OONONON |
| 1.59% | 1.88% | $82.2万 | 1.5万股 | $150.5万 | 3.0万股 | -1.5万股-50.00% | 减仓 |
 Meta平台META |
| 1.3% | 5.12% | $67.3万 | 1,150股 | $409.4万 | 7,152股 | -6,002股-83.92% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.23% | 0.81% | $63.5万 | 1,400股 | $64.4万 | 1,400股 | 00.00% | 持仓不变 |
| DDeckersSGVT |
| 1.18% | — | $60.9万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 DatadogDDOG |
| 1.11% | — | $57.2万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 亚马逊AMZN |
| 1.05% | 0.55% | $54.4万 | 2,480股 | $44.3万 | 2,380股 | +100股+4.20% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.99% | — | $50.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IIONQIONQ |
| 0.81% | — | $41.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| MMISSION PRODUCEAVO |
| 0.7% | 0.64% | $35.9万 | 2.5万股 | $51.3万 | 4.0万股 | -1.5万股-37.50% | 减仓 |
 迪士尼DIS |
| 0.57% | 0.32% | $29.5万 | 2,650股 | $25.5万 | 2,650股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.56% | 0.35% | $28.8万 | 1,150股 | $28.1万 | 1,208股 | -58股-4.80% | 减仓 |
 沃尔玛WMT |
| 0.48% | 0.31% | $24.8万 | 2,750股 | $24.8万 | 3,066股 | -316股-10.31% | 减仓 |
| LLIFEWAY FOODSLWAY |
| 0.48% | — | $24.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 仲量联行JLL |
| 0.44% | — | $22.8万 | 900股 | $0 | 0股 | +900股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.4% | — | $20.5万 | 200股 | $0 | 0股 | +200股 | 新买入 |
 VisaV |
| 0.39% | — | $20.4万 | 645股 | $0 | 0股 | +645股 | 新买入 |
 博通AVGO |
| <0.01% | — | $2,318 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
