| AAlphabet Inc Class CGOOG |
| 16.31% | 16.05% | $1,670.5万 | 4.7万股 | $2,120.4万 | 7.4万股 | -2.7万股-36.04% | 减仓 |
 亚马逊AMZN |
| 12.65% | 11.8% | $1,295.9万 | 5.4万股 | $1,559.0万 | 7.5万股 | -2.0万股-27.36% | 减仓 |
 苹果AAPL |
| 10.99% | 10.23% | $1,125.9万 | 3.9万股 | $1,352.0万 | 5.3万股 | -1.4万股-26.96% | 减仓 |
 VisaV |
| 10.01% | 8.38% | $1,025.9万 | 3.0万股 | $1,107.3万 | 3.7万股 | -6,734股-18.38% | 减仓 |
 TJXTJX |
| 6.66% | 9.07% | $682.4万 | 4.5万股 | $1,198.5万 | 7.5万股 | -3.0万股-39.98% | 减仓 |
| QQualysQLYS |
| 5.8% | 3.86% | $594.2万 | 4.3万股 | $510.6万 | 5.8万股 | -1.5万股-25.65% | 减仓 |
 FERRARI COMRACE |
| 4.88% | 4.63% | $499.8万 | 1.3万股 | $612.1万 | 1.8万股 | -4,659股-25.76% | 减仓 |
 穆迪MCO |
| 4.6% | 4.61% | $471.2万 | 1.0万股 | $609.7万 | 1.4万股 | -3,571股-25.55% | 减仓 |
 好市多COST |
| 4.57% | 5.18% | $467.7万 | 5,000股 | $684.5万 | 6,870股 | -1,870股-27.22% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 3.53% | 4.32% | $361.3万 | 2.1万股 | $571.4万 | 3.3万股 | -1.2万股-35.73% | 减仓 |
 TREXTREX |
| 3.42% | 2.64% | $350.3万 | 7.0万股 | $348.5万 | 9.6万股 | -2.6万股-26.84% | 减仓 |
 COPART COMCPRT |
| 3.33% | 4.33% | $340.9万 | 12.1万股 | $572.1万 | 17.2万股 | -5.1万股-29.83% | 减仓 |
 万事达MA |
| 2.73% | 1.61% | $279.6万 | 5,444股 | $212.5万 | 4,252股 | +1,192股+28.03% | 加仓 |
 达美乐披萨DPZ |
| 2.69% | 3.38% | $275.2万 | 9,297股 | $446.3万 | 1.2万股 | -3,143股-25.27% | 减仓 |
 DANAHER DEL COMDHR |
| 2.06% | 2.5% | $211.2万 | 1.1万股 | $329.7万 | 1.7万股 | -6,299股-36.23% | 减仓 |
 谷歌AGOOGL |
| 1.36% | 0.85% | $139.6万 | 3,905股 | $112.1万 | 3,900股 | +5股+0.13% | 加仓 |
 ADOBE COMADBE |
| 1.21% | 5.07% | $123.7万 | 6,034股 | $669.4万 | 2.8万股 | -2.2万股-78.09% | 减仓 |
 ADPADP |
| 1.14% | 0.81% | $116.6万 | 5,207股 | $106.7万 | 5,252股 | -45股-0.86% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.54% | 0.51% | $55.6万 | 3,400股 | $66.9万 | 3,876股 | -476股-12.28% | 减仓 |
| IiShares安硕信托IXUS |
| 0.32% | — | $33.1万 | 3,465股 | $0 | 0股 | +3,465股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.3% | — | $30.4万 | 1,393股 | $0 | 0股 | +1,393股 | 新买入 |
| I景顺交易所交易基金IIPZA |
| 0.26% | — | $26.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.17% | $26.0万 | 348股 | $22.6万 | 348股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.21% | — | $21.2万 | 1,697股 | $0 | 0股 | +1,697股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.2% | — | $20.2万 | 274股 | $0 | 0股 | +274股 | 新买入 |
