 谷歌AGOOGL |
| 17.67% | 17.13% | $2,251.4万 | 6.3万股 | $1,811.6万 | 6.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 16.65% | 17.53% | $2,121.2万 | 8.9万股 | $1,853.6万 | 8.9万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 11.73% | 13.24% | $1,493.7万 | 8,800股 | $1,400.5万 | 8,100股 | +700股+8.64% | 加仓 |
 黑石集团BX |
| 9.24% | 12.51% | $1,176.7万 | 10.0万股 | $1,322.4万 | 11.5万股 | -1.5万股-13.04% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 9.08% | 9.37% | $1,156.1万 | 4.3万股 | $991.0万 | 4.3万股 | 00.00% | 持仓不变 |
 ILLUMINAILMN |
| 8.01% | 6.76% | $1,019.8万 | 5.8万股 | $714.9万 | 5.8万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 7.1% | 6.96% | $904.2万 | 4.9万股 | $735.7万 | 4.9万股 | 00.00% | 持仓不变 |
| AADVANCED ENERGY INDSAEIS |
| 5.71% | — | $727.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| AASTERA LABSALAB |
| 4.55% | — | $579.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 伊顿ETN |
| 4.35% | — | $554.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航指数基金VOO |
| 4.05% | — | $515.5万 | 7,000股 | $0 | 0股 | +7,000股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 1.88% | 3.21% | $239.6万 | 2.5万股 | $339.5万 | 4.1万股 | -1.6万股-39.02% | 减仓 |
