 苹果AAPL |
| 41.05% | 36.72% | $78.41亿 | 2,709.9万股 | $73.46亿 | 2,894.6万股 | -184.7万股-6.38% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 24.18% | 21.91% | $46.18亿 | 923.0万股 | $43.84亿 | 914.8万股 | +8.2万股+0.90% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 9.99% | 10.09% | $19.09亿 | 2,502.2万股 | $20.18亿 | 1,974.8万股 | +527.4万股+26.71% | 加仓 |
 特斯拉TSLA |
| 7.44% | 6.34% | $14.22亿 | 338.0万股 | $12.67亿 | 340.9万股 | -2.9万股-0.84% | 减仓 |
 英伟达NVDA |
| 6.58% | 12.07% | $12.57亿 | 628.1万股 | $24.14亿 | 1,384.4万股 | -756.3万股-54.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.64% | 5.31% | $6.96亿 | 196.9万股 | $10.63亿 | 370.6万股 | -173.7万股-46.88% | 减仓 |
 西方石油OXY |
| 2.61% | 3.33% | $4.98亿 | 1,026.2万股 | $6.67亿 | 1,026.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.47% | 1.88% | $2.81亿 | 75.4万股 | $3.76亿 | 101.6万股 | -26.2万股-25.78% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1% | 0.35% | $1.91亿 | 70.1万股 | $7,051.5万 | 75.1万股 | -5.0万股-6.66% | 减仓 |
 联合健康UNH |
| 0.87% | 0.81% | $1.66亿 | 40.0万股 | $1.63亿 | 60.1万股 | -20.2万股-33.56% | 减仓 |
 迪士尼DIS |
| 0.86% | 0.73% | $1.64亿 | 170.7万股 | $1.46亿 | 151.2万股 | +19.5万股+12.89% | 加仓 |
 阿里巴巴BABA |
| 0.15% | — | $2,892.8万 | 30.1万股 | $0 | 0股 | +30.1万股 | 新买入 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.07% | 0.1% | $1,252.6万 | 20.0万股 | $1,908.2万 | 20.0万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.04% | 0.04% | $700.0万 | 6.0万股 | $877.7万 | 6.0万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.02% | 0.02% | $446.1万 | 1.0万股 | $396.5万 | 1.0万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.01% | 0.01% | $254.5万 | 1.0万股 | $150.8万 | 1.0万股 | 00.00% | 持仓不变 |
| TTEMPUS AITEM |
| 0.01% | <0.01% | $115.9万 | 2.0万股 | $90.4万 | 2.0万股 | 00.00% | 持仓不变 |
| IINNODATAINOD |
| <0.01% | <0.01% | $75.6万 | 1.0万股 | $38.6万 | 1.0万股 | 00.00% | 持仓不变 |
