 英伟达NVDA |
| 19.54% | 19.83% | $1.76亿 | 87.9万股 | $1.63亿 | 93.2万股 | -5.3万股-5.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 10.72% | 10.17% | $9,650.0万 | 27.3万股 | $8,341.4万 | 29.1万股 | -1.8万股-6.08% | 减仓 |
 阿斯麦ASML |
| 7.73% | 6.02% | $6,954.4万 | 3.5万股 | $4,936.9万 | 3.7万股 | -2,420股-6.48% | 减仓 |
 亚马逊AMZN |
| 7.46% | 7.55% | $6,713.7万 | 28.2万股 | $6,187.0万 | 29.7万股 | -1.5万股-5.18% | 减仓 |
 Meta平台META |
| 7.09% | 8.37% | $6,379.6万 | 11.3万股 | $6,864.1万 | 12.0万股 | -6,718股-5.60% | 减仓 |
 PALO ALTOPANW |
| 7.04% | 3.85% | $6,341.3万 | 18.6万股 | $3,157.8万 | 19.7万股 | -1.1万股-5.59% | 减仓 |
 苹果AAPL |
| 4.79% | 4.83% | $4,308.2万 | 14.9万股 | $3,963.6万 | 15.6万股 | -7,292股-4.67% | 减仓 |
 MERCADOLIBRE COMMELI |
| 4.36% | 5.13% | $3,927.8万 | 2.3万股 | $4,202.6万 | 2.4万股 | -1,166股-4.80% | 减仓 |
 万事达MA |
| 4.35% | 4.9% | $3,915.4万 | 7.6万股 | $4,018.4万 | 8.0万股 | -4,189股-5.21% | 减仓 |
 谷歌AGOOGL |
| 3.44% | 3.17% | $3,096.5万 | 8.7万股 | $2,600.7万 | 9.0万股 | -3,795股-4.20% | 减仓 |
 礼来LLY |
| 3.43% | 3.05% | $3,091.6万 | 2.6万股 | $2,500.7万 | 2.7万股 | -1,413股-5.20% | 减仓 |
 BOOKING COMBKNG |
| 2.88% | 3.19% | $2,590.8万 | 14.5万股 | $2,617.1万 | 6,211股 | +13.9万股+2,240.15% | 加仓 |
 直觉外科ISRG |
| 2.85% | 3.96% | $2,562.7万 | 6.4万股 | $3,244.8万 | 7.0万股 | -5,946股-8.45% | 减仓 |
 优步UBER |
| 2.51% | 2.94% | $2,258.4万 | 31.3万股 | $2,408.5万 | 33.5万股 | -2.2万股-6.53% | 减仓 |
 NubankNU |
| 2.36% | 2.95% | $2,121.8万 | 158.8万股 | $2,417.7万 | 168.2万股 | -9.4万股-5.60% | 减仓 |
 台积电TSM |
| 2.31% | — | $2,079.9万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 德康医疗DXCM |
| 2.12% | 2.29% | $1,907.2万 | 28.3万股 | $1,881.2万 | 30.0万股 | -1.6万股-5.47% | 减仓 |
 史赛克SYK |
| 1.66% | 2.01% | $1,495.8万 | 4.8万股 | $1,650.2万 | 5.0万股 | -2,708股-5.39% | 减仓 |
 贝克休斯BKR |
| 1.47% | — | $1,323.1万 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
 芝加哥商品交易所CME |
| 1.25% | 1.91% | $1,128.8万 | 5.1万股 | $1,561.8万 | 5.3万股 | -1,762股-3.33% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.56% | 0.71% | $502.8万 | 3.2万股 | $582.8万 | 4.2万股 | -1.0万股-23.95% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.09% | 0.03% | $82.0万 | 5,224股 | $21.8万 | 1,572股 | +3,652股+232.32% | 加仓 |
