| 股票代码 | 公司 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 | 2026 Q2 |
|---|---|---|---|---|---|---|---|
| AAPL | 苹果 | 34,224,181 | 35,118,607 | 34,829,107 | 32,358,507 | 28,945,607 | 27,098,707 |
| PDD | 拼多多 | 7,753,900 | 8,662,694 | 8,574,194 | 11,536,694 | 19,748,294 | 25,022,094 |
| OXY | 西方石油 | 13,826,100 | 13,556,100 | 13,556,100 | 13,172,600 | 10,261,500 | 10,261,500 |
| BRK.B | 伯克希尔哈撒韦 | 3,381,300 | 3,381,300 | 5,191,300 | 7,176,196 | 9,147,796 | 9,229,696 |
| NVDA | 英伟达 | 645,100 | 964,800 | 597,800 | 7,237,100 | 13,843,775 | 6,280,675 |
| TSLA | 特斯拉 | 3,408,900 | 3,380,400 | ||||
| GOOG | 谷歌C | 1,110,600 | 1,945,400 | 1,810,500 | 1,855,400 | 3,706,000 | 1,968,600 |
| DIS | 迪土尼 | 723,000 | 723,000 | 723,000 | 712,000 | 1,511,800 | 1,706,600 |
| MSFT | 微软 | 299,200 | 279,200 | 279,200 | 859,000 | 1,016,000 | 754,100 |
| G25457105 | CREDO TECHNOLOGY GROUP HOLDI | 141,300 | 751,200 | 701,200 | |||
| UNH | 联合健康 | 601,400 | 399,600 | ||||
| BABA | 阿里巴巴 | 3,982,130 | 3,746,230 | 2,777,330 | 2,560,500 | 301,400 | |
| CRCL | Circle | 200,000 | 200,000 | ||||
| PLTR | Palantir | 60,000 | 60,000 | ||||
| TEM | Tempus AI | 110,000 | 20,000 | 20,000 | |||
| SNOW | Showflake | 10,000 | 10,000 | ||||
| INOD | INNODATA INC | 10,000 | 10,000 | ||||
| SNPS | 新思科技 | 10,000 | 10,000 | ||||
| TSM | 台积电 | 271,792 | 259,984 | 259,984 | 1,224,384 | 151,200 | |
| CRWD | CROWDSTRIKE HLDGS INC | 10,000 | |||||
| MRNA | Moderna | 83,000 | |||||
| ASML | 阿斯麦 | 80,000 | 9,900 | ||||
| CRWV | CoreWeave | 299,900 |
