 英伟达NVDA |
| 7.65% | 10.36% | $2,294.9万 | 11.5万股 | $1,906.7万 | 10.9万股 | +5,363股+4.91% | 加仓 |
 ADOBE COMADBE |
| 7.28% | 6.97% | $2,181.7万 | 10.6万股 | $1,282.3万 | 5.3万股 | +5.4万股+101.73% | 加仓 |
 台积电TSM |
| 6.6% | 4.73% | $1,979.1万 | 4.1万股 | $871.2万 | 2.6万股 | +1.6万股+60.74% | 加仓 |
 ZOETIS CL AZTS |
| 6.03% | — | $1,807.9万 | 25.2万股 | $0 | 0股 | +25.2万股 | 新买入 |
 微软MSFT |
| 4.46% | 7.82% | $1,338.4万 | 3.6万股 | $1,438.8万 | 3.9万股 | -2,988股-7.69% | 减仓 |
 飞塔FTNT |
| 4.44% | 6.38% | $1,331.0万 | 8.7万股 | $1,175.0万 | 14.4万股 | -5.7万股-39.74% | 减仓 |
 IDEXX LABS COMIDXX |
| 4.41% | 1.8% | $1,322.9万 | 2.5万股 | $331.5万 | 5,900股 | +1.9万股+325.93% | 加仓 |
| AAPPLOVINAPP |
| 4.39% | — | $1,315.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 财捷INTU |
| 4% | 2.98% | $1,198.4万 | 4.6万股 | $548.7万 | 1.3万股 | +3.3万股+261.81% | 加仓 |
| RROLLINS COMROL |
| 3.51% | 1.07% | $1,051.3万 | 25.2万股 | $197.6万 | 3.7万股 | +21.5万股+580.74% | 加仓 |
 安费诺APH |
| 3.44% | 8.39% | $1,031.3万 | 5.8万股 | $1,544.2万 | 12.2万股 | -6.4万股-52.14% | 减仓 |
 万事达MA |
| 3.25% | 8.56% | $973.5万 | 1.9万股 | $1,576.1万 | 3.2万股 | -1.3万股-39.91% | 减仓 |
 明晟MSCI |
| 3.18% | 2.32% | $952.7万 | 1.7万股 | $427.4万 | 7,930股 | +9,081股+114.51% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.52% | 1.11% | $756.2万 | 14.8万股 | $203.9万 | 4.0万股 | +10.8万股+270.07% | 加仓 |
 芝加哥期权交易所CBOE |
| 2.43% | — | $729.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 博通AVGO |
| 2.13% | 2.52% | $638.3万 | 1.7万股 | $464.3万 | 1.5万股 | +1,898股+12.65% | 加仓 |
 TradewebTW |
| 1.64% | 4.45% | $493.2万 | 4.9万股 | $819.1万 | 7.0万股 | -2.0万股-28.91% | 减仓 |
 NETFLIXNFLX |
| 1.46% | — | $438.3万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.36% | 0.55% | $408.1万 | 5,542股 | $101.0万 | 1,750股 | +3,792股+216.69% | 加仓 |
 BROWN & BROWN COMBRO |
| 1.26% | — | $376.8万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.26% | 0.6% | $376.3万 | 4.1万股 | $110.0万 | 1.2万股 | +2.9万股+243.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.25% | 0.55% | $375.3万 | 7,500股 | $100.6万 | 2,100股 | +5,400股+257.14% | 加仓 |
 汽车地带AZO |
| 1.23% | 0.57% | $368.8万 | 1,154股 | $104.4万 | 309股 | +845股+273.46% | 加仓 |
 穆迪MCO |
| 1.2% | 0.62% | $359.2万 | 7,930股 | $114.7万 | 2,630股 | +5,300股+201.52% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 1.2% | 0.56% | $359.1万 | 2.0万股 | $102.5万 | 5,400股 | +1.5万股+270.37% | 加仓 |
 苹果AAPL |
| 1.19% | 0.64% | $358.1万 | 1.2万股 | $118.7万 | 4,676股 | +7,700股+164.67% | 加仓 |
 埃森哲ACN |
| 1.19% | — | $357.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| DDeckersSGVT |
| 1.19% | — | $357.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 达美乐披萨DPZ |
| 1.03% | 1.56% | $308.6万 | 1.0万股 | $287.0万 | 8,000股 | +2,423股+30.29% | 加仓 |
 FICOFICO |
| 1.02% | 2.99% | $306.1万 | 2,562股 | $549.8万 | 5,150股 | -2,588股-50.25% | 减仓 |
 威瑞信VRSN |
| 0.99% | 0.55% | $296.8万 | 1.2万股 | $101.8万 | 4,100股 | +7,700股+187.80% | 加仓 |
 Arista网络ANET |
| 0.96% | 5.49% | $288.8万 | 1.7万股 | $1,010.5万 | 8.2万股 | -6.5万股-79.34% | 减仓 |
 ADPADP |
| 0.94% | 1.81% | $282.0万 | 1.3万股 | $333.4万 | 1.6万股 | -3,816股-23.26% | 减仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.92% | 0.47% | $275.3万 | 6.0万股 | $86.4万 | 2.2万股 | +3.8万股+175.09% | 加仓 |
 Meta平台META |
| 0.9% | — | $269.9万 | 4,792股 | $0 | 0股 | +4,792股 | 新买入 |
 MEDPACEMEDP |
| 0.88% | — | $265.1万 | 5,005股 | $0 | 0股 | +5,005股 | 新买入 |
| SSANDISK COMSNDK |
| 0.84% | — | $251.9万 | 1,108股 | $0 | 0股 | +1,108股 | 新买入 |
 谷歌AGOOGL |
| 0.83% | 1.77% | $248.3万 | 6,949股 | $326.6万 | 1.1万股 | -4,410股-38.82% | 减仓 |
 BOOKING COMBKNG |
| 0.82% | 2.15% | $245.5万 | 1.4万股 | $395.3万 | 939股 | +1.3万股+1,366.99% | 加仓 |
 美光科技MU |
| 0.82% | — | $244.5万 | 2,118股 | $0 | 0股 | +2,118股 | 新买入 |
 LumentumLITE |
| 0.82% | — | $244.5万 | 2,849股 | $0 | 0股 | +2,849股 | 新买入 |
 西部数据WDC |
| 0.82% | — | $244.4万 | 3,827股 | $0 | 0股 | +3,827股 | 新买入 |
 英特尔INTC |
| 0.81% | — | $243.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| EEXLSERVICEEXLS |
| 0.78% | — | $234.9万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| SSPDR道富系列信托BIL |
| 0.68% | 1.1% | $202.6万 | 2.2万股 | $202.6万 | 2.2万股 | 00.00% | 持仓不变 |
