 谷歌AGOOGL |
| 12.25% | 10.62% | $1,254.4万 | 3.5万股 | $1,009.3万 | 3.5万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 11.84% | 10% | $1,211.9万 | 4.0万股 | $950.5万 | 4.0万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 11.52% | 14.48% | $1,178.8万 | 3.2万股 | $1,376.9万 | 3.2万股 | 00.00% | 持仓不变 |
 ICICI BANK LIMITEDIBN |
| 7.27% | 6.99% | $744.6万 | 25.7万股 | $664.3万 | 25.7万股 | 00.00% | 持仓不变 |
| HHDFC BANKHDB |
| 7.25% | 7.52% | $742.4万 | 28.7万股 | $715.1万 | 28.7万股 | 00.00% | 持仓不变 |
 瑞银UBS |
| 6.58% | 5.5% | $673.9万 | 13.6万股 | $522.8万 | 13.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 6.46% | 5.74% | $661.0万 | 2.2万股 | $545.6万 | 2.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 5.28% | 5.78% | $540.8万 | 9,600股 | $549.2万 | 9,600股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 4.28% | 6.02% | $437.7万 | 4.6万股 | $572.1万 | 4.6万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 3.56% | 5.16% | $364.1万 | 5.1万股 | $490.4万 | 5.1万股 | 00.00% | 持仓不变 |
 DraftKingsDKNG |
| 3.52% | 3.24% | $360.0万 | 14.3万股 | $308.1万 | 14.3万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 3.36% | 3.83% | $344.3万 | 7,500股 | $363.7万 | 7,500股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.28% | — | $335.7万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 迪士尼DIS |
| 2.27% | 2.45% | $232.4万 | 2.4万股 | $232.8万 | 2.4万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.87% | — | $191.9万 | 1,600股 | $0 | 0股 | +1,600股 | 新买入 |
 好市多COST |
| 1.37% | — | $140.3万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| N纳斯达克NDAQ |
| 1.31% | 1.51% | $133.6万 | 1.7万股 | $143.9万 | 1.7万股 | 00.00% | 持仓不变 |
 FLUTTER ENTMTFLUT |
| 1.2% | 1.29% | $122.6万 | 1.2万股 | $122.3万 | 1.2万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 1.13% | — | $115.9万 | 5,200股 | $0 | 0股 | +5,200股 | 新买入 |
 CINTAS COMCTAS |
| 1.13% | — | $115.7万 | 6,800股 | $0 | 0股 | +6,800股 | 新买入 |
 威瑞信VRSN |
| 0.7% | 0.74% | $71.7万 | 2,850股 | $70.8万 | 2,850股 | 00.00% | 持仓不变 |
| YYATSEN HLDG LTDYSG |
| 0.62% | 0.65% | $63.4万 | 20.0万股 | $61.6万 | 20.0万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.55% | — | $56.0万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.54% | — | $55.3万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
| IiShares安硕信托MCHI |
| 0.5% | 0.59% | $51.0万 | 1.0万股 | $56.2万 | 1.0万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.36% | 0.4% | $36.8万 | 3,200股 | $38.0万 | 3,200股 | 00.00% | 持仓不变 |
