 伯克希尔哈撒韦BRK.B |
| 16.46% | 16.92% | $5,070.4万 | 10.1万股 | $4,771.3万 | 10.0万股 | +1,760股+1.77% | 加仓 |
 AXON ENTERPRISEAXON |
| 13.56% | 8.93% | $4,175.7万 | 7.4万股 | $2,518.0万 | 5.9万股 | +1.5万股+25.63% | 加仓 |
 帕兰提尔PLTR |
| 11.73% | 14.79% | $3,613.1万 | 31.0万股 | $4,168.2万 | 28.5万股 | +2.5万股+8.68% | 加仓 |
 DANAHER DEL COMDHR |
| 9.2% | 10.59% | $2,832.7万 | 14.9万股 | $2,986.8万 | 15.8万股 | -8,813股-5.59% | 减仓 |
 VERALTO COM SHSVLTO |
| 7.16% | 7.52% | $2,203.7万 | 24.9万股 | $2,118.8万 | 24.0万股 | +8,868股+3.70% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 6.19% | 5.38% | $1,907.8万 | 19.8万股 | $1,518.0万 | 20.9万股 | -1.1万股-5.26% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 5.34% | 4.98% | $1,643.3万 | 2.5万股 | $1,403.4万 | 2.3万股 | +1,445股+6.23% | 加仓 |
 特斯拉TSLA |
| 4.09% | 3.4% | $1,258.6万 | 3.0万股 | $958.4万 | 2.6万股 | +4,143股+16.07% | 加仓 |
| SSTAAR SURGICALSTAA |
| 4.02% | 4.28% | $1,237.1万 | 43.1万股 | $1,205.3万 | 64.5万股 | -21.3万股-33.10% | 减仓 |
 好市多COST |
| 3.49% | 4.21% | $1,075.8万 | 1.2万股 | $1,186.9万 | 1.2万股 | -412股-3.46% | 减仓 |
 谷歌AGOOGL |
| 3.48% | 3.28% | $1,072.4万 | 3.0万股 | $924.2万 | 3.2万股 | -2,130股-6.63% | 减仓 |
| LLINEAGE CELL THERAPEUTICS INC COMLCTX |
| 2.81% | 3.77% | $864.5万 | 659.9万股 | $1,063.3万 | 673.0万股 | -13.1万股-1.94% | 减仓 |
 Arm控股ARM |
| 2.37% | 5.31% | $729.7万 | 2.1万股 | $1,496.8万 | 9.9万股 | -7.8万股-79.20% | 减仓 |
 亚马逊AMZN |
| 2.22% | 0.78% | $683.4万 | 2.9万股 | $220.3万 | 1.1万股 | +1.8万股+171.00% | 加仓 |
 直觉外科ISRG |
| 1.22% | 0.1% | $376.6万 | 9,470股 | $29.4万 | 637股 | +8,833股+1,386.66% | 加仓 |
| EESABESAB |
| 1.17% | 1.02% | $360.6万 | 3.7万股 | $287.0万 | 3.0万股 | +6,877股+23.17% | 加仓 |
| V先锋领航指数基金VOO |
| 1.06% | — | $326.2万 | 4,750股 | $0 | 0股 | +4,750股 | 新买入 |
| AATOMERA INC COMATOM |
| 0.84% | — | $257.3万 | 29.5万股 | $0 | 0股 | +29.5万股 | 新买入 |
 英伟达NVDA |
| 0.49% | 0.46% | $150.7万 | 7,534股 | $130.5万 | 7,484股 | +50股+0.67% | 加仓 |
 微软MSFT |
| 0.44% | 0.37% | $136.6万 | 3,662股 | $105.6万 | 2,852股 | +810股+28.40% | 加仓 |
 苹果AAPL |
| 0.37% | 0.35% | $114.5万 | 3,955股 | $99.7万 | 3,930股 | +25股+0.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.38% | $99.3万 | 2,810股 | $107.3万 | 3,740股 | -930股-24.87% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.24% | — | $75.1万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
| S道富SPYM |
| 0.21% | — | $63.3万 | 7,200股 | $0 | 0股 | +7,200股 | 新买入 |
 摩根大通JPM |
| 0.18% | 0.18% | $56.2万 | 1,716股 | $50.5万 | 1,716股 | 00.00% | 持仓不变 |
 CELSIUSCELH |
| 0.17% | — | $52.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 台积电TSM |
| 0.16% | 0.12% | $47.8万 | 1,000股 | $33.8万 | 1,000股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.14% | 0.14% | $41.8万 | 5,810股 | $38.3万 | 5,810股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.13% | 0.17% | $40.3万 | 1.7万股 | $47.0万 | 1.7万股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 0.12% | 0.14% | $37.5万 | 650股 | $38.3万 | 650股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.11% | 0.13% | $34.4万 | 2,036股 | $37.1万 | 2,036股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.11% | 0.1% | $32.8万 | 6,910股 | $28.4万 | 6,910股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.1% | 0.16% | $29.3万 | 2,100股 | $44.1万 | 1.0万股 | -7,900股-79.00% | 减仓 |
 强生JNJ |
| 0.09% | 0.1% | $27.9万 | 1,100股 | $26.9万 | 1,100股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.08% | — | $23.7万 | 2,016股 | $0 | 0股 | +2,016股 | 新买入 |
| NNEWSMAX INCNMAX |
| 0.07% | 0.05% | $22.6万 | 2.7万股 | $14.2万 | 2.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.07% | — | $21.3万 | 620股 | $0 | 0股 | +620股 | 新买入 |
