可乐的朋友们，周末愉快！目前持仓：目前持仓：茅台34.0%，腾讯 23.5%，拼多多12.4%，泡泡玛特 5.2%，标普500 3.0%，英伟达 2.9%，其他合计 1.4%，现金 17.6%。本月陆续将部分持股落袋为安，从满仓降到了约82%的仓位。年度收益率：目前本年度组合的净值上涨11.21%。对比市场情况，沪深300年内上涨4.88%，跑赢沪深 6.33%。恒生指数上涨23.76%， 大幅...
Source Link可乐的朋友们，周末愉快！目前持仓：目前持仓：茅台34.0%，腾讯 23.5%，拼多多12.4%，泡泡玛特 5.2%，标普500 3.0%，英伟达 2.9%，其他合计 1.4%，现金 17.6%。本月陆续将部分持股落袋为安，从满仓降到了约82%的仓位。年度收益率：目前本年度组合的净值上涨11.21%。对比市场情况，沪深300年内上涨4.88%，跑赢沪深 6.33%。恒生指数上涨23.76%， 大幅...
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