| 公司 | 股票代码 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 | 2026 Q2 |
|---|---|---|---|---|---|---|---|---|---|
| 苹果 | AAPL | 52,769,155 | 40,864,577 | 34,224,181 | 35,118,607 | 34,829,107 | 32,358,507 | 28,945,607 | 27,098,707 |
| 伯克希尔哈撒韦 | BRK.B | 3,782,100 | 3,621,100 | 3,381,300 | 3,381,300 | 5,191,300 | 7,176,196 | 9,147,796 | 9,229,696 |
| 拼多多 | PDD | 3,907,600 | 7,228,700 | 7,753,900 | 8,662,694 | 8,574,194 | 11,536,694 | 19,748,294 | 25,022,094 |
| 特斯拉 | TSLA | 3,408,900 | 3,380,400 | ||||||
| 英伟达 | NVDA | 645,100 | 964,800 | 597,800 | 7,237,100 | 13,843,775 | 6,280,675 | ||
| 谷歌C | GOOG | 5,066,300 | 3,766,500 | 1,110,600 | 1,945,400 | 1,810,500 | 1,855,400 | 3,706,000 | 1,968,600 |
| 西方石油 | OXY | 9,223,700 | 13,577,000 | 13,826,100 | 13,556,100 | 13,556,100 | 13,172,600 | 10,261,500 | 10,261,500 |
| 微软 | MSFT | 299,200 | 279,200 | 279,200 | 859,000 | 1,016,000 | 754,100 | ||
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | 141,300 | 751,200 | 701,200 | |||||
| 联合健康 | UNH | 601,400 | 399,600 | ||||||
| 迪土尼 | DIS | 748,500 | 746,000 | 723,000 | 723,000 | 723,000 | 712,000 | 1,511,800 | 1,706,600 |
| 阿里巴巴 | BABA | 5,443,730 | 5,450,830 | 3,982,130 | 3,746,230 | 2,777,330 | 2,560,500 | 301,400 | |
| CIRCLE INTERNET GROUP INC | 172573107 | 200,000 | 200,000 | ||||||
| Palantir | PLTR | 60,000 | 60,000 | ||||||
| 新思科技 | SNPS | 10,000 | 10,000 | ||||||
| Showflake | SNOW | 10,000 | 10,000 | ||||||
| TEMPUS AI INC | 88023B103 | 110,000 | 20,000 | 20,000 | |||||
| INNODATA INC | INOD | 10,000 | 10,000 | ||||||
| 台积电 | TSM | 271,792 | 259,984 | 259,984 | 1,224,384 | 151,200 | |||
| CrowdStrike Holdings, Inc. | CRWD | 10,000 | |||||||
| CoreWeave Inc | 21873S108 | 299,900 | |||||||
| 阿斯麦 | ASML | 80,000 | 9,900 | ||||||
| Moderna | MRNA | 97,700 | 163,000 | 83,000 |
