 嘉信理财SCHW |
| 5.66% | 4.74% | $2,579.5万 | 28.0万股 | $2,022.5万 | 21.5万股 | +6.4万股+29.91% | 加仓 |
 FICOFICO |
| 5.39% | 4.3% | $2,459.0万 | 2.1万股 | $1,832.2万 | 1.7万股 | +3,418股+19.91% | 加仓 |
 MERCADOLIBRE COMMELI |
| 5.3% | 4.66% | $2,418.6万 | 1.4万股 | $1,989.8万 | 1.2万股 | +2,741股+23.82% | 加仓 |
 台积电TSM |
| 4.93% | 4.22% | $2,249.8万 | 4.7万股 | $1,801.6万 | 5.3万股 | -6,200股-11.63% | 减仓 |
 联合健康UNH |
| 4.87% | 7.48% | $2,219.8万 | 5.3万股 | $3,188.4万 | 11.8万股 | -6.4万股-54.67% | 减仓 |
 NubankNU |
| 4.55% | 4.99% | $2,076.3万 | 155.4万股 | $2,128.2万 | 148.1万股 | +7.3万股+4.93% | 加仓 |
 礼来LLY |
| 4.54% | 2.67% | $2,070.9万 | 1.7万股 | $1,138.4万 | 1.2万股 | +4,889股+39.50% | 加仓 |
 优步UBER |
| 4.54% | 4.3% | $2,069.7万 | 28.7万股 | $1,832.9万 | 25.5万股 | +3.2万股+12.56% | 加仓 |
 谷歌AGOOGL |
| 4.35% | 4.21% | $1,985.1万 | 5.6万股 | $1,797.1万 | 6.2万股 | -6,946股-11.11% | 减仓 |
 诺和诺德NVO |
| 4.32% | 4.48% | $1,970.7万 | 41.1万股 | $1,909.1万 | 51.9万股 | -10.8万股-20.87% | 减仓 |
 布鲁克菲尔德BN |
| 4.32% | 1.89% | $1,968.5万 | 46.2万股 | $807.8万 | 20.0万股 | +26.3万股+131.57% | 加仓 |
| FFiservFISV |
| 3.7% | 3.53% | $1,686.8万 | 34.4万股 | $1,505.1万 | 27.0万股 | +7.4万股+27.49% | 加仓 |
 博通AVGO |
| 3.51% | 2.62% | $1,602.4万 | 4.2万股 | $1,119.2万 | 3.6万股 | +6,260股+17.31% | 加仓 |
 阿里巴巴BABA |
| 3.45% | 7.12% | $1,573.6万 | 16.4万股 | $3,037.2万 | 24.2万股 | -7.8万股-32.28% | 减仓 |
 阿斯麦ASML |
| 3.45% | 3.33% | $1,570.9万 | 7,896股 | $1,420.3万 | 1.1万股 | -2,857股-26.57% | 减仓 |
 NETFLIXNFLX |
| 3.42% | 3.71% | $1,557.6万 | 21.8万股 | $1,582.6万 | 16.5万股 | +5.4万股+32.53% | 加仓 |
 飞塔FTNT |
| 3.41% | 4.21% | $1,553.5万 | 10.1万股 | $1,797.2万 | 22.0万股 | -11.9万股-54.02% | 减仓 |
 亚马逊AMZN |
| 3.33% | 3.31% | $1,519.8万 | 6.4万股 | $1,412.7万 | 6.8万股 | -4,060股-5.99% | 减仓 |
 ServiceNowNOW |
| 2.68% | — | $1,219.9万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 埃克森美孚XOM |
| 2.65% | 6.96% | $1,206.6万 | 8.8万股 | $2,970.8万 | 17.5万股 | -8.7万股-49.60% | 减仓 |
 EQTEQT |
| 2.58% | 2.2% | $1,178.0万 | 22.2万股 | $937.7万 | 14.7万股 | +7.4万股+50.37% | 加仓 |
 ChipotleCMG |
| 2.43% | 3.96% | $1,106.8万 | 32.6万股 | $1,690.9万 | 52.8万股 | -20.3万股-38.38% | 减仓 |
 ExpediaEXPE |
| 2.09% | 2.07% | $951.9万 | 3.7万股 | $883.8万 | 3.8万股 | -1,080股-2.82% | 减仓 |
 MCKESSON COMMCK |
| 1.92% | — | $877.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.49% | — | $679.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.27% | 0.29% | $580.5万 | 8,452股 | $124.6万 | 2,085股 | +6,367股+305.37% | 加仓 |
 苹果AAPL |
| 1.19% | 1.13% | $544.1万 | 1.9万股 | $483.6万 | 1.9万股 | -251股-1.32% | 减仓 |
 英伟达NVDA |
| 0.88% | 0.77% | $403.4万 | 2.0万股 | $330.1万 | 1.9万股 | +1,234股+6.52% | 加仓 |
 微软MSFT |
| 0.52% | 0.55% | $238.4万 | 6,390股 | $233.4万 | 6,304股 | +86股+1.36% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 0.37% | 2.8% | $170.5万 | 2.2万股 | $1,192.2万 | 16.6万股 | -14.5万股-87.00% | 减仓 |
 美国运通AXP |
| 0.36% | 0.21% | $163.1万 | 4,823股 | $88.1万 | 2,913股 | +1,910股+65.57% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.26% | $144.3万 | 4,083股 | $109.7万 | 3,823股 | +260股+6.80% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.25% | — | $111.8万 | 4,723股 | $0 | 0股 | +4,723股 | 新买入 |
 卡特彼勒CAT |
| 0.23% | 0.17% | $106.6万 | 1,001股 | $70.9万 | 1,001股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.17% | 0.08% | $78.2万 | 1,082股 | $34.2万 | 1,002股 | +80股+7.98% | 加仓 |
| IiShares安硕信托IEFA |
| 0.16% | — | $72.4万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
| CCOCA COLA CONSCOKE |
| 0.15% | — | $70.2万 | 3,675股 | $0 | 0股 | +3,675股 | 新买入 |
 VisaV |
| 0.15% | 0.14% | $68.6万 | 2,000股 | $60.4万 | 2,000股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.13% | — | $59.1万 | 1,886股 | $0 | 0股 | +1,886股 | 新买入 |
| V先锋领航·MIDVO |
| 0.11% | — | $52.4万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.11% | 0.13% | $51.7万 | 6,000股 | $54.7万 | 1,252股 | +4,748股+379.23% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.11% | — | $49.4万 | 6,690股 | $0 | 0股 | +6,690股 | 新买入 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.1% | 0.11% | $44.7万 | 2,680股 | $46.5万 | 2,680股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.1% | 0.13% | $43.8万 | 468股 | $56.6万 | 568股 | -100股-17.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.07% | $38.5万 | 770股 | $27.8万 | 580股 | +190股+32.76% | 加仓 |
| IiShares安硕信托IVV |
| 0.08% | 0.08% | $37.4万 | 500股 | $32.7万 | 500股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.07% | — | $33.1万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 直觉外科ISRG |
| 0.06% | 0.11% | $28.0万 | 704股 | $46.3万 | 1,004股 | -300股-29.88% | 减仓 |
 美光科技MU |
| 0.06% | — | $27.7万 | 240股 | $0 | 0股 | +240股 | 新买入 |
 标普全球SPGI |
| 0.05% | 1.92% | $24.0万 | 590股 | $818.1万 | 1.9万股 | -1.9万股-96.93% | 减仓 |
