 Meta平台META |
| 10.72% | 7.57% | $2.52亿 | 44.7万股 | $2.05亿 | 35.8万股 | +8.9万股+24.82% | 加仓 |
 微软MSFT |
| 9.2% | 6.14% | $2.16亿 | 58.0万股 | $1.66亿 | 44.9万股 | +13.0万股+29.02% | 加仓 |
 英伟达NVDA |
| 7.76% | 8.12% | $1.82亿 | 91.1万股 | $2.20亿 | 126.0万股 | -34.9万股-27.73% | 减仓 |
 NETFLIXNFLX |
| 7.43% | 4.09% | $1.74亿 | 244.4万股 | $1.11亿 | 115.2万股 | +129.2万股+112.17% | 加仓 |
 谷歌AGOOGL |
| 7.26% | 18.36% | $1.71亿 | 47.8万股 | $4.97亿 | 172.9万股 | -125.2万股-72.38% | 减仓 |
 甲骨文ORCL |
| 4.79% | 2.06% | $1.12亿 | 76.8万股 | $5,569.2万 | 37.9万股 | +38.9万股+102.77% | 加仓 |
 阿斯麦ASML |
| 4.31% | 3.4% | $1.01亿 | 5.1万股 | $9,212.7万 | 7.0万股 | -1.9万股-27.02% | 减仓 |
 FICOFICO |
| 4.29% | 6% | $1.01亿 | 8.4万股 | $1.62亿 | 15.2万股 | -6.8万股-44.50% | 减仓 |
 万事达MA |
| 4.05% | 3.94% | $9,517.9万 | 18.5万股 | $1.07亿 | 21.4万股 | -2.8万股-13.28% | 减仓 |
 联合健康UNH |
| 3.91% | 3.55% | $9,195.6万 | 22.1万股 | $9,618.9万 | 35.5万股 | -13.4万股-37.76% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 3.69% | 3.51% | $8,681.7万 | 37.8万股 | $9,506.3万 | 43.9万股 | -6.1万股-13.84% | 减仓 |
 标普全球SPGI |
| 3.59% | 3.72% | $8,444.3万 | 20.7万股 | $1.01亿 | 23.7万股 | -2.9万股-12.40% | 减仓 |
 AON SHS CL AAON |
| 3.53% | 3.84% | $8,292.9万 | 25.0万股 | $1.04亿 | 32.2万股 | -7.2万股-22.39% | 减仓 |
 财捷INTU |
| 3.26% | 3.34% | $7,650.8万 | 29.3万股 | $9,049.0万 | 20.9万股 | +8.4万股+40.07% | 加仓 |
 VisaV |
| 2.9% | 4.44% | $6,809.7万 | 19.8万股 | $1.20亿 | 39.8万股 | -20.0万股-50.13% | 减仓 |
 BOOKING COMBKNG |
| 2.89% | 1.19% | $6,800.4万 | 38.2万股 | $3,224.3万 | 7,658股 | +37.4万股+4,882.14% | 加仓 |
 COPART COMCPRT |
| 2.77% | 3.59% | $6,521.3万 | 231.3万股 | $9,720.4万 | 292.8万股 | -61.4万股-20.99% | 减仓 |
 博通AVGO |
| 2.65% | 0.03% | $6,233.7万 | 16.5万股 | $75.0万 | 2,422股 | +16.3万股+6,713.42% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.28% | 2.33% | $5,358.6万 | 58.2万股 | $6,318.7万 | 68.5万股 | -10.3万股-14.99% | 减仓 |
 亚马逊AMZN |
| 2.26% | 5.37% | $5,311.7万 | 22.3万股 | $1.45亿 | 69.9万股 | -47.6万股-68.10% | 减仓 |
 明晟MSCI |
| 2.13% | 2.7% | $5,015.0万 | 9.0万股 | $7,322.2万 | 13.6万股 | -4.6万股-34.08% | 减仓 |
| T赛默飞世尔TMO |
| 1.04% | — | $2,432.4万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 ServiceNowNOW |
| 0.99% | 0.03% | $2,318.2万 | 23.4万股 | $94.1万 | 8,999股 | +22.5万股+2,494.75% | 加仓 |
 芝加哥商品交易所CME |
| 0.98% | — | $2,299.1万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| MMKSMKSI |
| 0.81% | 0.55% | $1,897.0万 | 4.3万股 | $1,484.4万 | 6.5万股 | -2.2万股-33.97% | 减仓 |
 耐克NKE |
| 0.26% | 0.37% | $616.4万 | 15.0万股 | $1,008.3万 | 19.1万股 | -4.1万股-21.35% | 减仓 |
| IiShares安硕信托AGG |
| 0.08% | 0.07% | $188.1万 | 1.9万股 | $178.7万 | 1.8万股 | +1,000股+5.56% | 加仓 |
| W富国银行WFC |
| 0.07% | 0.06% | $162.0万 | 1,400股 | $161.7万 | 1,400股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.06% | 0.04% | $152.5万 | 5.0万股 | $100.1万 | 3.3万股 | +1.7万股+51.52% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.04% | 0.03% | $86.9万 | 3.0万股 | $75.3万 | 3.0万股 | 00.00% | 持仓不变 |
