 台积电TSM |
| 15.07% | 10.68% | $2,769.7万 | 5.8万股 | $1,787.6万 | 5.3万股 | +5,100股+9.64% | 加仓 |
 亚马逊AMZN |
| 14.27% | 12.52% | $2,623.6万 | 11.0万股 | $2,095.4万 | 10.1万股 | +9,467股+9.41% | 加仓 |
 谷歌AGOOGL |
| 8.74% | 7.47% | $1,607.2万 | 4.5万股 | $1,250.8万 | 4.3万股 | +1,478股+3.40% | 加仓 |
 Meta平台META |
| 7.23% | 6.62% | $1,329.8万 | 2.4万股 | $1,108.0万 | 1.9万股 | +4,241股+21.90% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 6.68% | 7.19% | $1,227.8万 | 6.1万股 | $1,202.4万 | 6.0万股 | +1,362股+2.28% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 6.5% | 6.41% | $1,195.9万 | 5.0万股 | $1,072.7万 | 4.6万股 | +4,400股+9.57% | 加仓 |
| CCBRE CL ACBRE |
| 5.96% | 6.14% | $1,095.4万 | 8.1万股 | $1,027.6万 | 7.6万股 | +5,463股+7.20% | 加仓 |
 ROCKET COS COM CL ARKT |
| 5.85% | 5.68% | $1,076.1万 | 68.3万股 | $950.4万 | 66.7万股 | +1.6万股+2.45% | 加仓 |
| KKKR & COMKKR |
| 4.99% | 5.53% | $917.4万 | 10.0万股 | $924.6万 | 10.0万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 4.92% | 4.94% | $904.3万 | 5.0万股 | $826.5万 | 5.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 4.42% | 3.99% | $812.7万 | 11.3万股 | $667.5万 | 9.3万股 | +2.0万股+21.37% | 加仓 |
| TTOAST CL ATOST |
| 4.24% | — | $779.0万 | 28.0万股 | $0 | 0股 | +28.0万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 4.09% | 5.59% | $751.5万 | 6.1万股 | $935.3万 | 5.9万股 | +1,574股+2.65% | 加仓 |
 标普全球SPGI |
| 3.69% | 5.63% | $678.3万 | 1.7万股 | $942.4万 | 2.2万股 | -5,500股-24.82% | 减仓 |
 BOOKING COMBKNG |
| 3.35% | 2.27% | $615.9万 | 3.5万股 | $379.8万 | 902股 | +3.4万股+3,730.71% | 加仓 |
