 台积电TSM |
| 12.29% | 10.48% | $3,534.0万 | 7.4万股 | $2,872.6万 | 8.5万股 | -1.1万股-12.94% | 减仓 |
 亚马逊AMZN |
| 9.81% | 11.2% | $2,821.4万 | 11.8万股 | $3,069.4万 | 14.7万股 | -2.9万股-19.68% | 减仓 |
 布鲁克菲尔德BN |
| 9.03% | 10.34% | $2,597.5万 | 61.0万股 | $2,832.5万 | 70.0万股 | -9.0万股-12.86% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 8.19% | 9.31% | $2,354.0万 | 19.9万股 | $2,551.2万 | 22.9万股 | -3.0万股-13.10% | 减仓 |
| MMAGNITEMGNI |
| 7.65% | 5.91% | $2,198.7万 | 115.8万股 | $1,619.8万 | 136.4万股 | -20.5万股-15.04% | 减仓 |
 SHIFT4 PMTSFOUR |
| 7.63% | 8.24% | $2,194.6万 | 45.1万股 | $2,257.3万 | 51.6万股 | -6.5万股-12.59% | 减仓 |
 谷歌AGOOGL |
| 7.52% | 7.29% | $2,162.1万 | 6.1万股 | $1,998.5万 | 7.0万股 | -9,000股-12.95% | 减仓 |
| KKKR & COMKKR |
| 7.31% | 8.92% | $2,103.3万 | 22.9万股 | $2,443.6万 | 26.4万股 | -3.5万股-13.25% | 减仓 |
 TransDigmTDG |
| 6.32% | 5.77% | $1,818.5万 | 1.4万股 | $1,582.2万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.57% | 5.09% | $1,600.7万 | 8.0万股 | $1,395.2万 | 8.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 4.84% | 5.67% | $1,391.1万 | 2.7万股 | $1,553.2万 | 3.1万股 | -4,000股-12.87% | 减仓 |
 美光科技MU |
| 4.82% | — | $1,385.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 穆迪MCO |
| 4.72% | 6.37% | $1,358.8万 | 3.0万股 | $1,745.0万 | 4.0万股 | -1.0万股-25.00% | 减仓 |
 Meta平台META |
| 4.31% | 5.42% | $1,239.2万 | 2.2万股 | $1,485.2万 | 2.6万股 | -3,960股-15.25% | 减仓 |
