 苹果AAPL |
| 18.73% | 17.48% | $4,207.8万 | 14.5万股 | $3,736.6万 | 14.7万股 | -1,815股-1.23% | 减仓 |
 亚马逊AMZN |
| 13.19% | 12.2% | $2,963.7万 | 12.4万股 | $2,607.1万 | 12.5万股 | -835股-0.67% | 减仓 |
 英伟达NVDA |
| 11.78% | 10.85% | $2,646.9万 | 13.2万股 | $2,319.3万 | 13.3万股 | -701股-0.53% | 减仓 |
 好市多COST |
| 9.09% | 10.04% | $2,041.3万 | 2.2万股 | $2,144.7万 | 2.2万股 | +298股+1.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.98% | 5.92% | $1,568.5万 | 4.4万股 | $1,264.8万 | 4.4万股 | +300股+0.68% | 加仓 |
 NETFLIXNFLX |
| 5.48% | 9.57% | $1,231.7万 | 17.3万股 | $2,044.2万 | 21.3万股 | -4.0万股-18.86% | 减仓 |
 万事达MA |
| 4.84% | 4.95% | $1,088.3万 | 2.1万股 | $1,057.5万 | 2.1万股 | +25股+0.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.26% | 4.31% | $956.3万 | 1.9万股 | $921.0万 | 1.9万股 | -108股-0.56% | 减仓 |
 谷歌AGOOGL |
| 4.22% | 3.47% | $948.4万 | 2.7万股 | $742.3万 | 2.6万股 | +725股+2.81% | 加仓 |
 特斯拉TSLA |
| 3.44% | 3.14% | $772.2万 | 1.8万股 | $670.5万 | 1.8万股 | +325股+1.80% | 加仓 |
 Meta平台META |
| 1.79% | 1.88% | $401.3万 | 7,124股 | $402.4万 | 7,034股 | +90股+1.28% | 加仓 |
 微软MSFT |
| 1.73% | 2.05% | $389.6万 | 1.0万股 | $437.6万 | 1.2万股 | -1,375股-11.63% | 减仓 |
 AMD超威AMD |
| 1.64% | 0.12% | $369.2万 | 6,355股 | $25.4万 | 1,250股 | +5,105股+408.40% | 加仓 |
 黑石集团BX |
| 1.24% | 1.75% | $278.6万 | 2.4万股 | $374.5万 | 3.3万股 | -8,895股-27.31% | 减仓 |
 星巴克SBUX |
| 1.22% | 1.27% | $273.7万 | 2.7万股 | $272.0万 | 3.0万股 | -3,575股-11.78% | 减仓 |
 VisaV |
| 0.97% | 0.93% | $218.1万 | 6,358股 | $199.1万 | 6,586股 | -228股-3.46% | 减仓 |
 星座能源CEG |
| 0.96% | — | $215.8万 | 8,690股 | $0 | 0股 | +8,690股 | 新买入 |
| DDeckersSGVT |
| 0.89% | 0.98% | $199.0万 | 2.0万股 | $209.3万 | 2.1万股 | -870股-4.16% | 减仓 |
 CSX铁路CSX |
| 0.83% | 0.75% | $185.4万 | 3.9万股 | $160.1万 | 3.9万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.79% | 1% | $176.6万 | 4,442股 | $213.9万 | 4,641股 | -199股-4.29% | 减仓 |
| CCLEARPOINT NEUROCLPT |
| 0.74% | 0.45% | $165.9万 | 9.3万股 | $96.4万 | 10.6万股 | -1.3万股-12.27% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.59% | 0.57% | $133.0万 | 1.5万股 | $120.8万 | 1.5万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.58% | 0.7% | $131.3万 | 1.2万股 | $148.6万 | 1.3万股 | -1,030股-8.22% | 减仓 |
| IiShares安硕信托AGG |
| 0.57% | 0.61% | $129.1万 | 1.3万股 | $129.5万 | 1.3万股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.55% | 0.85% | $122.7万 | 2.9万股 | $181.3万 | 2.9万股 | -150股-0.52% | 减仓 |
 美国运通AXP |
| 0.55% | 0.51% | $122.6万 | 3,625股 | $109.6万 | 3,625股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.42% | 0.4% | $95.4万 | 1.1万股 | $85.2万 | 1.1万股 | -95股-0.89% | 减仓 |
 TJXTJX |
| 0.35% | 0.39% | $78.5万 | 5,184股 | $82.8万 | 5,184股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.21% | 0.19% | $46.4万 | 1,251股 | $40.9万 | 1,251股 | 00.00% | 持仓不变 |
| R拉夫劳伦RL |
| 0.2% | 0.19% | $45.8万 | 1,140股 | $40.9万 | 1,190股 | -50股-4.20% | 减仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.2% | — | $45.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 强生JNJ |
| 0.18% | 0.18% | $40.0万 | 1,575股 | $38.5万 | 1,575股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.16% | 0.13% | $36.0万 | 500股 | $27.5万 | 500股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.11% | 0.1% | $25.3万 | 250股 | $21.1万 | 250股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.11% | — | $23.9万 | 120股 | $0 | 0股 | +120股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.11% | 0.11% | $23.6万 | 945股 | $22.6万 | 1,145股 | -200股-17.47% | 减仓 |
 GE VernovaGEV |
| 0.1% | — | $23.5万 | 200股 | $0 | 0股 | +200股 | 新买入 |
 SYSCO COMSYY |
| 0.1% | 0.11% | $23.2万 | 2,775股 | $22.5万 | 3,150股 | -375股-11.90% | 减仓 |
 OSCAR HEALTHOSCR |
| 0.1% | — | $21.4万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
