 谷歌AGOOGL |
| 10.43% | 11% | $2,569.3万 | 7.2万股 | $2,407.4万 | 8.4万股 | -1.2万股-14.12% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 9.79% | 9.98% | $2,411.3万 | 4.8万股 | $2,183.7万 | 4.6万股 | +2,619股+5.75% | 加仓 |
 Meta平台META |
| 9.01% | 10.04% | $2,217.4万 | 3.9万股 | $2,197.3万 | 3.8万股 | +960股+2.50% | 加仓 |
 NubankNU |
| 8.41% | 9.29% | $2,071.9万 | 155.1万股 | $2,031.6万 | 141.4万股 | +13.7万股+9.70% | 加仓 |
 美国运通AXP |
| 6.7% | 6.55% | $1,650.1万 | 4.9万股 | $1,433.3万 | 4.7万股 | +1,397股+2.95% | 加仓 |
 摩根大通JPM |
| 5.37% | 5.84% | $1,323.0万 | 4.0万股 | $1,277.1万 | 4.3万股 | -2,997股-6.90% | 减仓 |
 微软MSFT |
| 5.37% | 4.66% | $1,321.3万 | 3.5万股 | $1,019.2万 | 2.8万股 | +7,888股+28.65% | 加仓 |
 台积电TSM |
| 5.27% | 4.08% | $1,298.0万 | 2.7万股 | $892.9万 | 2.6万股 | +759股+2.87% | 加仓 |
 Elevance健康ELV |
| 4.58% | 3.8% | $1,128.3万 | 2.9万股 | $830.8万 | 2.8万股 | +795股+2.80% | 加仓 |
 VisaV |
| 4.55% | 3.83% | $1,121.1万 | 3.3万股 | $837.1万 | 2.8万股 | +4,980股+17.98% | 加仓 |
 联合健康UNH |
| 3.62% | 2.58% | $890.3万 | 2.1万股 | $564.5万 | 2.1万股 | +558股+2.67% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.09% | 3.39% | $760.1万 | 8.3万股 | $741.7万 | 8.0万股 | +2,188股+2.72% | 加仓 |
 CDWCDW |
| 2.9% | 2.73% | $713.8万 | 5.1万股 | $596.7万 | 4.9万股 | +1,441股+2.92% | 加仓 |
 LOWES COS COMLOW |
| 2.89% | 3.39% | $711.2万 | 3.2万股 | $742.2万 | 3.1万股 | +843股+2.68% | 加仓 |
 苹果AAPL |
| 2.65% | 2.55% | $652.0万 | 2.3万股 | $557.2万 | 2.2万股 | +575股+2.62% | 加仓 |
 BOOKING COMBKNG |
| 2.29% | 2.08% | $564.2万 | 3.2万股 | $455.1万 | 1,081股 | +3.1万股+2,828.40% | 加仓 |
| OONONON |
| 2.13% | 1.8% | $525.5万 | 14.8万股 | $393.6万 | 11.6万股 | +3.3万股+28.25% | 加仓 |
 迪尔DE |
| 1.9% | 1.85% | $468.8万 | 7,390股 | $405.1万 | 7,192股 | +198股+2.75% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.85% | 2.47% | $455.6万 | 5.5万股 | $539.5万 | 6.8万股 | -1.3万股-18.64% | 减仓 |
 ADOBE COMADBE |
| 1.77% | 1.88% | $435.5万 | 2.1万股 | $410.5万 | 1.7万股 | +4,352股+25.77% | 加仓 |
| BBANK OF AMERBAC |
| 1.58% | 2.65% | $388.7万 | 6.8万股 | $579.4万 | 11.9万股 | -5.1万股-42.60% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.27% | 1.02% | $313.1万 | 6,819股 | $224.2万 | 4,623股 | +2,196股+47.50% | 加仓 |
 特斯拉TSLA |
| 0.72% | 0.71% | $176.2万 | 4,190股 | $155.8万 | 4,190股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.53% | $132.0万 | 1,768股 | $115.0万 | 1,768股 | 00.00% | 持仓不变 |
| WWisdomTree·JAPANDXJ |
| 0.3% | 0.3% | $72.9万 | 4,200股 | $66.6万 | 4,200股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.26% | 0.2% | $64.5万 | 606股 | $42.9万 | 606股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.25% | 0.23% | $60.7万 | 600股 | $50.8万 | 600股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.22% | 0.25% | $55.2万 | 7,650股 | $55.0万 | 7,650股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.19% | 0.19% | $46.4万 | 1,947股 | $40.6万 | 1,947股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.06% | 0.07% | $15.3万 | 1,668股 | $15.4万 | 1,668股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.04% | 0.06% | $10.1万 | 2,469股 | $13.0万 | 2,469股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| <0.01% | <0.01% | $1,767 | 5股 | $4,590 | 16股 | -11股-68.75% | 减仓 |
