| AAlphabet Inc Class CGOOG |
| 9.95% | 10.86% | $4,913.9万 | 14.4万股 | $5,213.1万 | 15.5万股 | -1.2万股-7.66% | 减仓 |
 亚马逊AMZN |
| 9.36% | 9.18% | $4,621.2万 | 17.3万股 | $4,406.2万 | 17.7万股 | -4,575股-2.58% | 减仓 |
 微软MSFT |
| 8.34% | 7.4% | $4,118.8万 | 8.4万股 | $3,554.8万 | 8.5万股 | -1,387股-1.63% | 减仓 |
 PHILIP MORRIS INTLPM |
| 7.55% | 6.85% | $3,726.3万 | 20.0万股 | $3,289.1万 | 20.9万股 | -8,630股-4.13% | 减仓 |
 Meta平台META |
| 7.11% | 8.6% | $3,510.9万 | 6.1万股 | $4,129.1万 | 6.2万股 | -893股-1.45% | 减仓 |
 VisaV |
| 5.8% | 5.37% | $2,861.8万 | 8.0万股 | $2,579.1万 | 8.2万股 | -2,530股-3.08% | 减仓 |
 万事达MA |
| 5.48% | 5.38% | $2,703.3万 | 4.8万股 | $2,584.5万 | 5.0万股 | -1,729股-3.46% | 减仓 |
 ShopifySHOP |
| 3.66% | 3.39% | $1,809.2万 | 12.0万股 | $1,630.3万 | 12.1万股 | -356股-0.30% | 减仓 |
 标普全球SPGI |
| 3.6% | 1.93% | $1,777.4万 | 4.3万股 | $928.5万 | 2.1万股 | +2.2万股+106.67% | 加仓 |
 赛富时CRM |
| 3.36% | 3.47% | $1,658.9万 | 8.6万股 | $1,666.8万 | 8.9万股 | -3,669股-4.10% | 减仓 |
| T赛默飞世尔TMO |
| 3.36% | 3.13% | $1,656.5万 | 2.7万股 | $1,504.8万 | 2.9万股 | -1,136股-3.97% | 减仓 |
 SAP SPON ADRSAP |
| 3.28% | 3.02% | $1,617.2万 | 7.9万股 | $1,451.7万 | 8.1万股 | -1,910股-2.35% | 减仓 |
 ADPADP |
| 2.67% | 2.11% | $1,317.6万 | 4.9万股 | $1,013.4万 | 5.0万股 | -1,149股-2.29% | 减仓 |
 甲骨文ORCL |
| 2.28% | 2.97% | $1,124.8万 | 7.3万股 | $1,425.9万 | 8.0万股 | -6,910股-8.61% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.2% | 2.44% | $1,087.6万 | 7.2万股 | $1,169.4万 | 7.3万股 | -941股-1.29% | 减仓 |
 ServiceNowNOW |
| 2.03% | 1.61% | $1,004.1万 | 8.0万股 | $772.1万 | 7.7万股 | +2,942股+3.80% | 加仓 |
 明晟MSCI |
| 1.99% | 2.1% | $982.2万 | 1.7万股 | $1,007.2万 | 1.8万股 | -321股-1.81% | 减仓 |
 AON SHS CL AAON |
| 1.62% | 1.61% | $802.2万 | 2.3万股 | $773.1万 | 2.3万股 | -522股-2.24% | 减仓 |
 苹果AAPL |
| 1.45% | 1.35% | $715.2万 | 2.4万股 | $649.4万 | 2.4万股 | -119股-0.50% | 减仓 |
 埃森哲ACN |
| 1.41% | 1.87% | $696.9万 | 3.9万股 | $898.9万 | 4.6万股 | -7,394股-16.05% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.32% | 0.46% | $650.2万 | 1.1万股 | $222.4万 | 3,814股 | +7,581股+198.77% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.06% | 1.01% | $520.9万 | 1.0万股 | $487.0万 | 1.0万股 | -102股-0.99% | 减仓 |
| MMATADOR RESMTDR |
| 1.04% | 1.15% | $515.9万 | 9.8万股 | $554.5万 | 9.8万股 | 00.00% | 持仓不变 |
 Roper科技ROP |
| 0.93% | 0.88% | $457.6万 | 1.2万股 | $423.2万 | 1.2万股 | -181股-1.54% | 减仓 |
| G通用动力VTI |
| 0.7% | 0.59% | $343.7万 | 9,002股 | $282.4万 | 8,063股 | +939股+11.65% | 加仓 |
 英伟达NVDA |
| 0.66% | 0.54% | $325.1万 | 1.5万股 | $257.2万 | 1.3万股 | +1,777股+13.96% | 加仓 |
 CoStarCSGP |
| 0.65% | 0.87% | $322.0万 | 10.6万股 | $418.1万 | 10.4万股 | +1,201股+1.15% | 加仓 |
| I景顺QQQ信托VOO |
| 0.64% | 0.59% | $318.2万 | 4,397股 | $284.9万 | 4,405股 | -8股-0.18% | 减仓 |
 财捷INTU |
| 0.57% | 0.71% | $280.5万 | 8,380股 | $339.9万 | 8,397股 | -17股-0.20% | 减仓 |
 谷歌AGOOGL |
| 0.56% | 0.63% | $278.9万 | 8,119股 | $303.2万 | 8,985股 | -866股-9.64% | 减仓 |
| SSpaceXSPCX |
| 0.5% | — | $249.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.46% | 0.5% | $227.0万 | 3,197股 | $239.4万 | 3,674股 | -477股-12.98% | 减仓 |
 礼来LLY |
| 0.32% | 0.29% | $160.1万 | 1,312股 | $140.5万 | 1,528股 | -216股-14.14% | 减仓 |
 埃克森美孚XOM |
| 0.32% | 0.33% | $156.0万 | 9,767股 | $158.9万 | 1.1万股 | -996股-9.25% | 减仓 |
 思科CSCO |
| 0.28% | — | $136.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| FFUNDVANTAGE TRPCHI |
| 0.22% | 0.22% | $110.8万 | 4.6万股 | $106.3万 | 4.3万股 | +2,842股+6.64% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.21% | 0.25% | $102.5万 | 1.4万股 | $118.7万 | 1.5万股 | -849股-5.77% | 减仓 |
 卡特彼勒CAT |
| 0.18% | — | $88.6万 | 1,035股 | $0 | 0股 | +1,035股 | 新买入 |
| CCACI国际CACI |
| 0.16% | 0.15% | $81.1万 | 1,193股 | $73.7万 | 1,412股 | -219股-15.51% | 减仓 |
| IiShares安硕信托IVV |
| 0.15% | 0.14% | $75.3万 | 970股 | $68.4万 | 961股 | +9股+0.94% | 加仓 |
 雪佛龙CVX |
| 0.15% | 0.13% | $71.6万 | 3,642股 | $62.7万 | 3,421股 | +221股+6.46% | 加仓 |
| EEXTREME NETWORKSEXTR |
| 0.14% | 0.1% | $69.1万 | 2.8万股 | $48.3万 | 2.6万股 | +1,880股+7.11% | 加仓 |
 应用材料AMAT |
| 0.14% | 0.1% | $69.1万 | 1,260股 | $47.0万 | 1,200股 | +60股+5.00% | 加仓 |
| MMOBILITY GLOBAL INC COM SHSMBGL |
| 0.13% | — | $61.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| VVanEck Russia ETFBBH |
| 0.12% | 0.11% | $60.2万 | 5,329股 | $54.6万 | 5,329股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.11% | — | $52.7万 | 6,022股 | $0 | 0股 | +6,022股 | 新买入 |
| IIBMIBM |
| 0.11% | 0.13% | $51.9万 | 2,200股 | $61.3万 | 2,415股 | -215股-8.90% | 减仓 |
 艾伯维ABBV |
| 0.1% | 0.08% | $49.9万 | 2,006股 | $39.4万 | 1,935股 | +71股+3.67% | 加仓 |
 特斯拉TSLA |
| 0.1% | 0.15% | $48.4万 | 1,478股 | $69.9万 | 1,782股 | -304股-17.06% | 减仓 |
 DANAHER DEL COMDHR |
| 0.09% | 0.09% | $46.0万 | 2,233股 | $43.7万 | 2,233股 | 00.00% | 持仓不变 |
