 谷歌AGOOGL |
| 15.43% | 14.83% | $6,198.5万 | 17.3万股 | $6,077.5万 | 21.1万股 | -3.8万股-17.93% | 减仓 |
 亚马逊AMZN |
| 14.95% | 14.16% | $6,004.1万 | 25.2万股 | $5,802.7万 | 27.9万股 | -2.7万股-9.58% | 减仓 |
 Meta平台META |
| 13.67% | 13.61% | $5,491.2万 | 9.7万股 | $5,577.4万 | 9.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 11.01% | 10.8% | $4,421.4万 | 11.9万股 | $4,424.6万 | 12.0万股 | -1,000股-0.84% | 减仓 |
 NETFLIXNFLX |
| 8.16% | 10.78% | $3,278.6万 | 45.9万股 | $4,415.1万 | 45.9万股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 6.86% | 6.79% | $2,754.9万 | 50.7万股 | $2,780.5万 | 49.2万股 | +1.5万股+3.05% | 加仓 |
 ServiceNowNOW |
| 6.08% | 6.15% | $2,442.3万 | 24.6万股 | $2,519.7万 | 24.1万股 | +5,000股+2.07% | 加仓 |
 迪士尼DIS |
| 4.82% | 4.73% | $1,935.6万 | 20.1万股 | $1,938.2万 | 20.1万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 4.55% | 5.23% | $1,829.2万 | 8.9万股 | $2,144.5万 | 8.8万股 | +1,000股+1.13% | 加仓 |
| LLYFT INC CLASS ALYFT |
| 3.18% | 2.97% | $1,278.4万 | 87.5万股 | $1,217.0万 | 91.5万股 | -4.0万股-4.37% | 减仓 |
| GGLOO HOLDINGS INC CL AGLOO |
| 2.83% | 2.94% | $1,137.5万 | 250.0万股 | $1,202.5万 | 250.0万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.3% | 1.98% | $923.1万 | 3.2万股 | $809.6万 | 3.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.9% | 1.4% | $764.1万 | 1.6万股 | $574.5万 | 1.7万股 | -1,000股-5.88% | 减仓 |
 RobinhoodHOOD |
| 1.49% | 1.01% | $599.7万 | 6.0万股 | $414.4万 | 6.0万股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 0.84% | 0.64% | $338.5万 | 2.0万股 | $262.6万 | 2.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.65% | 0.43% | $260.1万 | 1.3万股 | $174.4万 | 1.0万股 | +3,000股+30.00% | 加仓 |
 COINBASE GLOBALCOIN |
| 0.57% | 0.67% | $229.8万 | 1.6万股 | $274.5万 | 1.6万股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 0.2% | 0.21% | $79.9万 | 4.6万股 | $86.8万 | 4.6万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.2% | 0.13% | $79.6万 | 400股 | $52.8万 | 400股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.17% | 0.21% | $70.0万 | 6,000股 | $87.8万 | 6,000股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.13% | 0.32% | $53.4万 | 1.3万股 | $132.1万 | 2.5万股 | -1.2万股-48.00% | 减仓 |
