| RREVOLUTION MEDICINES COMRVMD |
| 6.77% | 1.56% | $3.93亿 | 209.7万股 | $6,593.6万 | 67.8万股 | +141.9万股+209.29% | 加仓 |
 亚马逊AMZN |
| 5.46% | 3.14% | $3.17亿 | 132.9万股 | $1.33亿 | 64.0万股 | +68.9万股+107.66% | 加仓 |
| VVanEck ETF信托GDX |
| 4.62% | 1.96% | $2.68亿 | 355.2万股 | $8,296.0万 | 90.4万股 | +264.8万股+292.87% | 加仓 |
| SSANDISK COMSNDK |
| 4.31% | 3.09% | $2.50亿 | 11.0万股 | $1.31亿 | 20.6万股 | -9.6万股-46.60% | 减仓 |
 AMD超威AMD |
| 3.89% | — | $2.25亿 | 38.8万股 | $0 | 0股 | +38.8万股 | 新买入 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 3.45% | 1.5% | $2.00亿 | 946.5万股 | $6,367.4万 | 340.5万股 | +606.0万股+177.97% | 加仓 |
 谷歌AGOOGL |
| 3.25% | 1.98% | $1.89亿 | 52.8万股 | $8,396.8万 | 29.2万股 | +23.6万股+80.79% | 加仓 |
 英伟达NVDA |
| 2.95% | 5.87% | $1.71亿 | 85.4万股 | $2.49亿 | 142.8万股 | -57.4万股-40.20% | 减仓 |
 优步UBER |
| 2.71% | — | $1.57亿 | 218.1万股 | $0 | 0股 | +218.1万股 | 新买入 |
 微软MSFT |
| 2.7% | 1.44% | $1.57亿 | 42.0万股 | $6,107.8万 | 16.5万股 | +25.5万股+154.55% | 加仓 |
 特斯拉TSLA |
| 2.41% | — | $1.40亿 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
| HHUT 8HUT |
| 2.31% | — | $1.34亿 | 116.2万股 | $0 | 0股 | +116.2万股 | 新买入 |
| IiShares安硕EWZ |
| 2.2% | — | $1.28亿 | 370.0万股 | $0 | 0股 | +370.0万股 | 新买入 |
 苹果AAPL |
| 2.19% | 6.05% | $1.27亿 | 43.8万股 | $2.56亿 | 101.0万股 | -57.2万股-56.64% | 减仓 |
 新思科技SNPS |
| 2.15% | 0.75% | $1.25亿 | 28.0万股 | $3,171.8万 | 8.0万股 | +20.0万股+250.00% | 加仓 |
| IiShares安硕信托FXI |
| 2.11% | — | $1.22亿 | 387.7万股 | $0 | 0股 | +387.7万股 | 新买入 |
| IiShares安硕IEMG |
| 1.79% | — | $1.04亿 | 125.0万股 | $0 | 0股 | +125.0万股 | 新买入 |
 德州仪器TXN |
| 1.52% | — | $8,793.1万 | 29.5万股 | $0 | 0股 | +29.5万股 | 新买入 |
 德康医疗DXCM |
| 1.45% | — | $8,418.8万 | 125.0万股 | $0 | 0股 | +125.0万股 | 新买入 |
| UUnityU |
| 1.42% | — | $8,233.9万 | 288.1万股 | $0 | 0股 | +288.1万股 | 新买入 |
 霍尼韦尔HON |
| 1.35% | — | $7,802.9万 | 34.9万股 | $0 | 0股 | +34.9万股 | 新买入 |
| DDYNATRACEDT |
| 1.34% | — | $7,772.1万 | 177.0万股 | $0 | 0股 | +177.0万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.33% | — | $7,704.6万 | 34.9万股 | $0 | 0股 | +34.9万股 | 新买入 |
 第一资本COF |
| 1.25% | 0.38% | $7,270.5万 | 36.2万股 | $1,614.5万 | 8.9万股 | +27.4万股+309.49% | 加仓 |
 摩根士丹利MS |
| 1.23% | — | $7,107.4万 | 34.0万股 | $0 | 0股 | +34.0万股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.17% | 2.09% | $6,779.5万 | 43.2万股 | $8,879.2万 | 64.2万股 | -21.0万股-32.69% | 减仓 |
 埃克森美孚XOM |
| 1.07% | — | $6,193.4万 | 45.3万股 | $0 | 0股 | +45.3万股 | 新买入 |
 WEBSTER FINLWBS |
| 1.03% | 0.67% | $5,945.5万 | 77.8万股 | $2,860.1万 | 41.2万股 | +36.6万股+88.83% | 加仓 |
 雷神技术RTX |
| 1% | 0.49% | $5,786.8万 | 30.5万股 | $2,083.3万 | 10.8万股 | +19.7万股+182.41% | 加仓 |
 ROSS STORES COMROST |
| 0.94% | 0.66% | $5,449.0万 | 25.6万股 | $2,816.2万 | 13.0万股 | +12.6万股+96.92% | 加仓 |
 Arista网络ANET |
| 0.93% | 0.92% | $5,419.2万 | 31.9万股 | $3,916.7万 | 31.9万股 | 00.00% | 持仓不变 |
 ROIVANT SCIENCESROIV |
| 0.92% | — | $5,308.5万 | 150.0万股 | $0 | 0股 | +150.0万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.83% | — | $4,830.4万 | 46.5万股 | $0 | 0股 | +46.5万股 | 新买入 |
| IiShares安硕信托EEM |
| 0.83% | 0.77% | $4,788.7万 | 70.0万股 | $3,279.6万 | 57.8万股 | +12.3万股+21.21% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.82% | — | $4,773.2万 | 35.1万股 | $0 | 0股 | +35.1万股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 0.81% | — | $4,687.4万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
 派克汉尼汾PH |
| 0.79% | — | $4,597.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 CienaCIEN |
| 0.79% | — | $4,562.2万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 希尔顿HLT |
| 0.78% | — | $4,527.3万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.78% | — | $4,520.1万 | 26.8万股 | $0 | 0股 | +26.8万股 | 新买入 |
 VanEck ETF信托GDXJ |
| 0.76% | 4.64% | $4,421.3万 | 45.0万股 | $1.97亿 | 163.8万股 | -118.8万股-72.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 1.4% | $4,403.4万 | 8.8万股 | $5,942.1万 | 12.4万股 | -3.6万股-29.03% | 减仓 |
 联合健康UNH |
| 0.72% | 0.57% | $4,156.3万 | 10.0万股 | $2,435.3万 | 9.0万股 | +1.0万股+11.11% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 0.68% | 1.04% | $3,965.8万 | 22.9万股 | $4,402.5万 | 37.5万股 | -14.6万股-38.88% | 减仓 |
| GGlobal X·COPPER MINERS ETFCOPX |
| 0.66% | 1.68% | $3,848.5万 | 50.0万股 | $7,134.1万 | 93.4万股 | -43.4万股-46.49% | 减仓 |
| CCHART INDSGTLS |
| 0.66% | 0.54% | $3,844.5万 | 18.4万股 | $2,274.3万 | 11.0万股 | +7.4万股+67.27% | 加仓 |
| T赛默飞世尔TMO |
| 0.64% | — | $3,710.1万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.64% | — | $3,692.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.61% | — | $3,533.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| TTERADYNETER |
| 0.6% | 1.57% | $3,483.6万 | 7.2万股 | $6,670.4万 | 22.5万股 | -15.3万股-68.00% | 减仓 |
