我查了下 这是它调仓前后的对比

Company (Ticker)	Aug 31, 2025	Oct 3, 2025	Δ (pp)	Status
NVIDIA (NVDA)	10.91	9.35	-1.56	Stayed
Meta Platforms (META)	8.65	8.35	-0.30	Stayed
Amazon (AMZN)	8.44	—	—	Dropped
Broadcom (AVGO)	6.04	9.49	+3.45	Stayed
JPMorgan (JPM)	5.21	5.25	+0.04	Stayed
Tesla (TSLA)	4.55	—	—	Dropped
Walmart (WMT)	4.26	3.20	-1.06	Stayed
Netflix (NFLX)	3.31	4.53	+1.22	Stayed
Palantir (PLTR)	3.26	4.44	+1.18	Stayed
Costco (COST)	2.38	—	—	Dropped
Oracle (ORCL)	—	3.50	—	New
Visa (V)	—	3.43	—	New
GE Aerospace (GE)	—	2.25	—	New

所有跟帖： 

• 凑不满100%， 还有啥？ -螺丝螺帽- ♀ (0 bytes) () 10/06/2025 postreply 14:10:52

• 这10大仓位占比超过50% 剩下的就七七八八很多了 -huahuaflower- ♀ (0 bytes) () 10/06/2025 postreply 15:26:51