 谷歌AGOOGL |
| 13.79% | 13.79% | $256.5万 | 1,750股 | $256.5万 | 1,750股 | 00.00% | 持仓不变 |
 微软MSFT |
| 10.17% | 10.18% | $189.3万 | 9,000股 | $189.3万 | 9,000股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 7.35% | 7.35% | $136.7万 | 1.2万股 | $136.7万 | 1.2万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 6.94% | 6.95% | $129.2万 | 3,500股 | $129.2万 | 3,500股 | 00.00% | 持仓不变 |
 高盛GS |
| 5.94% | 5.94% | $110.5万 | 5,500股 | $110.5万 | 5,500股 | 00.00% | 持仓不变 |
| AAT&TT |
| 5.67% | 5.67% | $105.5万 | 3.7万股 | $105.5万 | 3.7万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 5.27% | 5.27% | $98.0万 | 4,600股 | $98.0万 | 4,600股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 5.26% | 5.26% | $97.9万 | 7,000股 | $97.9万 | 7,000股 | 00.00% | 持仓不变 |
| TTELADOC HEALTH INC COMTDOC |
| 4.24% | 4.24% | $78.9万 | 3,600股 | $78.9万 | 3,600股 | 00.00% | 持仓不变 |
 再生元REGN |
| 3.61% | 3.61% | $67.2万 | 1,200股 | $67.2万 | 1,200股 | 00.00% | 持仓不变 |
| SSVB FINANCIAL GROUPSIVB |
| 3.43% | 3.43% | $63.8万 | 2,650股 | $63.8万 | 2,650股 | 00.00% | 持仓不变 |
 好市多COST |
| 3.25% | 3.25% | $60.4万 | 1,700股 | $60.4万 | 1,700股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 2.95% | 2.95% | $54.8万 | 4,500股 | $54.8万 | 4,500股 | 00.00% | 持仓不变 |
 莫德纳MRNA |
| 2.7% | 2.7% | $50.2万 | 7,100股 | $50.2万 | 7,100股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.33% | 2.33% | $43.3万 | 800股 | $43.3万 | 800股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 2.17% | 2.17% | $40.4万 | 4,200股 | $40.4万 | 4,200股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 2.02% | 2.02% | $37.6万 | 1.6万股 | $37.6万 | 1.6万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.98% | 1.98% | $36.9万 | 4,500股 | $36.9万 | 4,500股 | 00.00% | 持仓不变 |
 ROYALTY PHARMARPRX |
| 1.92% | 1.92% | $35.8万 | 8,500股 | $35.8万 | 8,500股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.92% | 1.92% | $35.7万 | 7,600股 | $35.7万 | 7,600股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 1.67% | 1.67% | $31.0万 | 7,200股 | $31.0万 | 7,200股 | 00.00% | 持仓不变 |
 ROCKET COS COM CL ARKT |
| 0.96% | 0.96% | $17.9万 | 9,000股 | $17.9万 | 9,000股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.95% | 0.95% | $17.6万 | 600股 | $17.6万 | 600股 | 00.00% | 持仓不变 |
| RRACKSPACE TECHNOLOGYRXT |
| 0.83% | 0.83% | $15.4万 | 8,000股 | $15.4万 | 8,000股 | 00.00% | 持仓不变 |
 ZoomZM |
| 0.76% | 0.76% | $14.1万 | 300股 | $14.1万 | 300股 | 00.00% | 持仓不变 |
| SSLACK TECHNOLOGIES INC |
| 0.72% | 0.72% | $13.4万 | 5,000股 | $13.4万 | 5,000股 | 00.00% | 持仓不变 |
| AALLERGAN PLC |
| 0.71% | 0.68% | $13.3万 | 750股 | $12.6万 | 750股 | 00.00% | 持仓不变 |
 BANCO SANTANDER ADRSAN |
| 0.5% | 0.5% | $9.3万 | 5.0万股 | $9.3万 | 5.0万股 | 00.00% | 持仓不变 |
