 亚马逊AMZN |
| 12.94% | 9.1% | $6,700.9万 | 28.1万股 | $3,487.6万 | 16.7万股 | +11.4万股+67.90% | 加仓 |
 微软MSFT |
| 12.79% | 17.33% | $6,621.6万 | 17.8万股 | $6,641.1万 | 17.9万股 | -1,894股-1.06% | 减仓 |
 GE航空GE |
| 12.19% | 12.17% | $6,310.7万 | 16.9万股 | $4,663.3万 | 16.4万股 | +4,523股+2.75% | 加仓 |
 台积电TSM |
| 10.75% | 10.25% | $5,565.3万 | 11.7万股 | $3,927.0万 | 11.6万股 | +334股+0.29% | 加仓 |
 林德LIN |
| 8.65% | 13.02% | $4,477.5万 | 8.6万股 | $4,989.0万 | 10.1万股 | -1.4万股-14.26% | 减仓 |
 NubankNU |
| 8.14% | 10.51% | $4,213.9万 | 315.4万股 | $4,028.1万 | 280.3万股 | +35.1万股+12.52% | 加仓 |
 谷歌AGOOGL |
| 8.12% | 8.83% | $4,205.7万 | 11.8万股 | $3,383.4万 | 11.8万股 | +25股+0.02% | 加仓 |
 VisaV |
| 7.47% | 5.33% | $3,869.0万 | 11.3万股 | $2,043.9万 | 6.8万股 | +4.5万股+66.75% | 加仓 |
 DANAHER DEL COMDHR |
| 5.07% | 3.48% | $2,624.6万 | 13.8万股 | $1,333.5万 | 7.0万股 | +6.7万股+95.91% | 加仓 |
 AMD超威AMD |
| 3.82% | 2.72% | $1,978.5万 | 3.4万股 | $1,042.7万 | 5.1万股 | -1.7万股-33.55% | 减仓 |
 穆迪MCO |
| 2.7% | 1.82% | $1,396.1万 | 3.1万股 | $696.0万 | 1.6万股 | +1.5万股+93.21% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.64% | 3.23% | $1,367.4万 | 8,056股 | $1,236.4万 | 7,151股 | +905股+12.66% | 加仓 |
 标普全球SPGI |
| 1.25% | 0.71% | $644.9万 | 1.6万股 | $270.3万 | 6,355股 | +9,480股+149.17% | 加仓 |
| WWALDENCAST PLC CLASS A ORD SHSWALD |
| 0.82% | 0.6% | $426.9万 | 242.6万股 | $230.4万 | 242.6万股 | 00.00% | 持仓不变 |
| TTPG COM CL ATPG |
| 0.59% | — | $306.6万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.26% | $241.8万 | 4,833股 | $99.7万 | 2,080股 | +2,753股+132.36% | 加仓 |
 英伟达NVDA |
| 0.41% | — | $212.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 埃克森美孚XOM |
| 0.41% | — | $210.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 康菲石油COP |
| 0.38% | — | $195.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 雪佛龙CVX |
| 0.38% | — | $194.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| WWALDENCAST PLC |
| <0.01% | <0.01% | $2.1万 | 44.0万股 | $1.6万 | 44.0万股 | 00.00% | 持仓不变 |
