| AAlphabet Inc Class CGOOG |
| 16.4% | 14.6% | $5,130.4万 | 14.5万股 | $4,156.0万 | 14.5万股 | +323股+0.22% | 加仓 |
 苹果AAPL |
| 13.9% | 13.39% | $4,348.7万 | 15.0万股 | $3,811.3万 | 15.0万股 | +111股+0.07% | 加仓 |
 VisaV |
| 6.74% | 6.44% | $2,107.6万 | 6.1万股 | $1,832.4万 | 6.1万股 | +802股+1.32% | 加仓 |
 Meta平台META |
| 6.49% | 7.13% | $2,031.9万 | 3.6万股 | $2,029.5万 | 3.5万股 | +599股+1.69% | 加仓 |
 BOOKING COMBKNG |
| 5.9% | 6.05% | $1,847.5万 | 10.4万股 | $1,722.7万 | 4,092股 | +10.0万股+2,433.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.02% | 4.16% | $1,259.5万 | 2.5万股 | $1,183.3万 | 2.5万股 | +476股+1.93% | 加仓 |
 英伟达NVDA |
| 4.02% | 3.35% | $1,258.6万 | 6.3万股 | $953.6万 | 5.5万股 | +8,218股+15.03% | 加仓 |
 万事达MA |
| 3.52% | 3.58% | $1,100.9万 | 2.1万股 | $1,018.0万 | 2.0万股 | +1,061股+5.21% | 加仓 |
 亚马逊AMZN |
| 2.9% | 2.7% | $907.4万 | 3.8万股 | $767.7万 | 3.7万股 | +1,211股+3.29% | 加仓 |
 优步UBER |
| 2.41% | 2.53% | $753.5万 | 10.4万股 | $721.0万 | 10.0万股 | +4,178股+4.17% | 加仓 |
 FLOOR & DECORFND |
| 2.4% | 2.18% | $751.4万 | 12.7万股 | $620.7万 | 12.2万股 | +4,392股+3.59% | 加仓 |
 微软MSFT |
| 2.31% | 2.49% | $722.1万 | 1.9万股 | $709.4万 | 1.9万股 | +194股+1.01% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.91% | 2.33% | $598.4万 | 3.6万股 | $664.2万 | 3.8万股 | -2,389股-6.24% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.67% | 1.57% | $522.9万 | 7,002股 | $447.9万 | 6,888股 | +114股+1.66% | 加仓 |
 强生JNJ |
| 1.48% | 1.56% | $461.8万 | 1.8万股 | $445.2万 | 1.8万股 | -31股-0.17% | 减仓 |
 NETFLIXNFLX |
| 1.41% | 2.07% | $441.1万 | 6.2万股 | $588.0万 | 6.1万股 | +622股+1.02% | 加仓 |
 达美乐披萨DPZ |
| 1.04% | 1.5% | $325.6万 | 1.1万股 | $425.8万 | 1.2万股 | -869股-7.32% | 减仓 |
 TREXTREX |
| 0.95% | 0.78% | $297.1万 | 5.9万股 | $223.0万 | 6.1万股 | -1,845股-3.01% | 减仓 |
 礼来LLY |
| 0.94% | 0.78% | $294.5万 | 2,455股 | $222.2万 | 2,416股 | +39股+1.61% | 加仓 |
 星巴克SBUX |
| 0.94% | 1.01% | $292.9万 | 2.9万股 | $287.5万 | 3.2万股 | -3,431股-10.69% | 减仓 |
 摩根大通JPM |
| 0.92% | 0.91% | $288.0万 | 8,800股 | $257.7万 | 8,761股 | +39股+0.45% | 加仓 |
 台积电TSM |
| 0.89% | 0.67% | $277.0万 | 5,801股 | $191.8万 | 5,676股 | +125股+2.20% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.88% | 0.93% | $275.1万 | 3.3万股 | $264.2万 | 3.3万股 | +98股+0.30% | 加仓 |
 GRACOGGG |
| 0.8% | 1.07% | $250.8万 | 3.3万股 | $304.0万 | 3.6万股 | -2,750股-7.66% | 减仓 |
 好市多COST |
| 0.72% | 0.83% | $226.6万 | 2,423股 | $237.4万 | 2,383股 | +40股+1.68% | 加仓 |
| KKINSALE CAPKNSL |
| 0.69% | 0.64% | $215.1万 | 6,523股 | $181.9万 | 5,323股 | +1,200股+22.54% | 加仓 |
 联合太平洋铁路UNP |
| 0.66% | 0.64% | $205.0万 | 7,538股 | $182.1万 | 7,504股 | +34股+0.45% | 加仓 |
 FERRARI COMRACE |
| 0.62% | 0.44% | $193.3万 | 5,192股 | $124.9万 | 3,689股 | +1,503股+40.74% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.58% | 0.64% | $179.9万 | 2.5万股 | $183.4万 | 2.5万股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 0.54% | 0.46% | $167.8万 | 3.5万股 | $131.3万 | 3.6万股 | -729股-2.04% | 减仓 |
 CELSIUSCELH |
| 0.46% | 0.71% | $145.2万 | 5.0万股 | $200.8万 | 5.7万股 | -7,024股-12.41% | 减仓 |
 明晟MSCI |
| 0.46% | 0.48% | $143.1万 | 2,556股 | $137.7万 | 2,555股 | +1股+0.04% | 加仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.35% | $142.4万 | 1,934股 | $98.3万 | 1,704股 | +230股+13.50% | 加仓 |
 麦当劳MCD |
| 0.44% | 0.56% | $137.2万 | 5,075股 | $159.1万 | 5,118股 | -43股-0.84% | 减仓 |
| OONONON |
| 0.43% | 0.44% | $133.1万 | 3.8万股 | $124.2万 | 3.7万股 | +1,086股+2.98% | 加仓 |
| NNVRNVR |
| 0.39% | 0.41% | $122.6万 | 180股 | $116.6万 | 177股 | +3股+1.69% | 加仓 |
 TJXTJX |
| 0.39% | 0.45% | $121.0万 | 7,988股 | $127.6万 | 7,988股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.37% | 0.35% | $115.5万 | 3,122股 | $100.1万 | 3,122股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.37% | 0.2% | $114.7万 | 3,801股 | $55.7万 | 378股 | +3,423股+905.56% | 加仓 |
 威瑞信VRSN |
| 0.36% | 0.4% | $114.1万 | 4,534股 | $115.1万 | 4,634股 | -100股-2.16% | 减仓 |
 可口可乐KO |
| 0.35% | 0.36% | $109.9万 | 1.4万股 | $102.9万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.34% | 0.32% | $105.4万 | 1,408股 | $92.0万 | 1,408股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.34% | 0.31% | $105.1万 | 1.8万股 | $89.4万 | 1.8万股 | +93股+0.51% | 加仓 |
 博通AVGO |
| 0.33% | 0.29% | $102.2万 | 2,706股 | $81.7万 | 2,640股 | +66股+2.50% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.31% | 0.25% | $96.1万 | 1.0万股 | $72.5万 | 1.0万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.3% | 0.3% | $93.1万 | 2,639股 | $84.5万 | 2,570股 | +69股+2.68% | 加仓 |
 TransDigmTDG |
| 0.29% | 0.27% | $91.4万 | 686股 | $77.3万 | 667股 | +19股+2.85% | 加仓 |
 耐克NKE |
| 0.28% | 0.77% | $87.4万 | 2.1万股 | $219.9万 | 4.2万股 | -2.0万股-48.89% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.28% | 0.25% | $86.2万 | 4,585股 | $71.1万 | 4,585股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.27% | 0.32% | $83.4万 | 3,781股 | $90.5万 | 3,831股 | -50股-1.31% | 减仓 |
