 谷歌AGOOGL |
| 7.72% | 1.86% | $7,134.6万 | 46.1万股 | $1,063.5万 | 5.6万股 | +40.5万股+721.24% | 加仓 |
 微软MSFT |
| 7.25% | 5.17% | $6,701.3万 | 17.9万股 | $2,958.9万 | 7.0万股 | +10.8万股+154.30% | 加仓 |
 苹果AAPL |
| 6.38% | 5.66% | $5,898.4万 | 26.6万股 | $3,235.4万 | 12.9万股 | +13.6万股+105.52% | 加仓 |
| C花旗集团C |
| 4.45% | 6.8% | $4,117.6万 | 58.0万股 | $3,888.3万 | 55.2万股 | +2.8万股+5.00% | 加仓 |
 高盛GS |
| 4.14% | 5.55% | $3,832.0万 | 7.0万股 | $3,171.2万 | 5.5万股 | +1.5万股+26.66% | 加仓 |
 摩根大通JPM |
| 3.5% | 6.9% | $3,239.8万 | 13.2万股 | $3,946.4万 | 16.5万股 | -3.3万股-19.78% | 减仓 |
 NETFLIXNFLX |
| 3.31% | 1.47% | $3,058.5万 | 3.3万股 | $837.8万 | 9,400股 | +2.3万股+248.91% | 加仓 |
 台积电TSM |
| 2.92% | 2.53% | $2,702.5万 | 16.3万股 | $1,447.6万 | 7.3万股 | +9.0万股+122.10% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.88% | 5.04% | $2,664.3万 | 37.1万股 | $2,884.2万 | 41.1万股 | -3.9万股-9.62% | 减仓 |
| BBANK OF AMERBAC |
| 2.52% | 2.89% | $2,330.9万 | 55.9万股 | $1,652.1万 | 37.6万股 | +18.3万股+48.59% | 加仓 |
 摩根士丹利MS |
| 2.25% | 2.22% | $2,084.1万 | 17.9万股 | $1,269.1万 | 10.1万股 | +7.8万股+76.95% | 加仓 |
 阿斯麦ASML |
| 1.99% | 3.46% | $1,836.5万 | 2.8万股 | $1,981.0万 | 2.9万股 | -868股-3.04% | 减仓 |
| IIBMIBM |
| 1.87% | 0.24% | $1,731.8万 | 7.0万股 | $138.5万 | 6,300股 | +6.3万股+1,005.51% | 加仓 |
 VisaV |
| 1.79% | 1.14% | $1,656.8万 | 4.7万股 | $651.0万 | 2.1万股 | +2.7万股+129.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 4.01% | $1,521.0万 | 2.7万股 | $2,292.3万 | 3.9万股 | -1.2万股-30.48% | 减仓 |
 ServiceNowNOW |
| 1.34% | 0.44% | $1,234.7万 | 1.6万股 | $254.4万 | 2,400股 | +1.3万股+546.17% | 加仓 |
 优步UBER |
| 1.31% | 0.42% | $1,215.8万 | 16.7万股 | $239.5万 | 4.0万股 | +12.7万股+320.32% | 加仓 |
 阿里巴巴BABA |
| 1.27% | 0.92% | $1,174.3万 | 8.9万股 | $526.1万 | 6.2万股 | +2.7万股+43.13% | 加仓 |
 卡特彼勒CAT |
| 1.23% | 0.71% | $1,134.3万 | 3.4万股 | $404.8万 | 1.1万股 | +2.3万股+208.20% | 加仓 |
 Meta平台META |
| 1.14% | — | $1,049.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| DDOORDASHDASH |
| 1.02% | 0.35% | $942.2万 | 5.2万股 | $197.8万 | 1.2万股 | +4.0万股+337.18% | 加仓 |
 礼来LLY |
| 0.99% | 1.08% | $912.6万 | 1.1万股 | $618.2万 | 8,008股 | +3,042股+37.99% | 加仓 |
 雪佛龙CVX |
| 0.88% | — | $809.7万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.86% | 0.16% | $798.1万 | 6.7万股 | $91.5万 | 9,429股 | +5.8万股+615.19% | 加仓 |
| NNextPowerNXT |
| 0.84% | 2.22% | $778.9万 | 18.5万股 | $1,271.0万 | 34.8万股 | -16.3万股-46.88% | 减仓 |
 美国运通AXP |
| 0.73% | 0.53% | $678.7万 | 2.5万股 | $304.8万 | 1.0万股 | +1.5万股+145.64% | 加仓 |
 GE航空GE |
| 0.73% | 0.67% | $676.5万 | 3.4万股 | $381.9万 | 2.3万股 | +1.1万股+47.60% | 加仓 |
| MMILLROSE PPTYS INC CLASS AMRP |
| 0.7% | — | $649.2万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
 迪士尼DIS |
| 0.66% | 0.22% | $610.6万 | 6.2万股 | $123.9万 | 1.1万股 | +5.1万股+456.17% | 加仓 |
 艺电EA |
| 0.61% | — | $560.7万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 星座能源CEG |
| 0.58% | 0.05% | $540.2万 | 2.7万股 | $26.8万 | 1,200股 | +2.6万股+2,132.83% | 加仓 |
| AATLASSIAN CL ATEAM |
| 0.58% | 0.16% | $540.1万 | 2.5万股 | $90.1万 | 3,700股 | +2.2万股+587.81% | 加仓 |
 PAYPAL COMPYPL |
| 0.57% | 0.23% | $524.8万 | 8.0万股 | $132.3万 | 1.6万股 | +6.5万股+418.90% | 加仓 |
 DatadogDDOG |
| 0.56% | — | $516.6万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 0.55% | 0.57% | $510.7万 | 4.3万股 | $327.2万 | 2.5万股 | +1.8万股+71.69% | 加仓 |
 CVS健康CVS |
| 0.54% | — | $500.7万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 嘉信理财SCHW |
| 0.54% | 1.02% | $498.5万 | 6.4万股 | $585.7万 | 7.9万股 | -1.5万股-19.53% | 减仓 |
| SSPDR黄金信托GLD |
| 0.51% | — | $475.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| KKEBEKE |
| 0.51% | 0.3% | $467.1万 | 23.3万股 | $168.9万 | 9.2万股 | +14.1万股+153.66% | 加仓 |
 飞塔FTNT |
| 0.5% | 0.44% | $466.6万 | 4.8万股 | $251.6万 | 2.7万股 | +2.2万股+82.01% | 加仓 |
 PinterestPINS |
| 0.49% | 0.55% | $456.0万 | 14.7万股 | $315.8万 | 10.9万股 | +3.8万股+35.09% | 加仓 |
| T赛默飞世尔TMO |
| 0.49% | — | $455.8万 | 9,160股 | $0 | 0股 | +9,160股 | 新买入 |
| Q高通QCOM |
| 0.48% | 1.01% | $448.1万 | 2.9万股 | $577.6万 | 3.8万股 | -8,430股-22.42% | 减仓 |
 亚马逊AMZN |
| 0.48% | 6.01% | $446.0万 | 2.3万股 | $3,437.1万 | 15.7万股 | -13.3万股-85.04% | 减仓 |
 第一资本COF |
| 0.46% | 0.15% | $422.4万 | 2.4万股 | $83.8万 | 4,700股 | +1.9万股+401.30% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.46% | 0.6% | $422.3万 | 7.4万股 | $341.5万 | 6.9万股 | +4,492股+6.51% | 加仓 |
 AERCAP SHSAER |
| 0.46% | 0.69% | $421.0万 | 4.1万股 | $394.3万 | 4.1万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 0.45% | 0.18% | $417.2万 | 9,750股 | $102.0万 | 2,400股 | +7,350股+306.25% | 加仓 |
 3M COMMMM |
| 0.45% | 0.36% | $413.4万 | 2.8万股 | $207.8万 | 1.6万股 | +1.2万股+74.84% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.44% | 0.06% | $406.9万 | 2.5万股 | $35.3万 | 2,000股 | +2.3万股+1,128.55% | 加仓 |
