佩洛西持仓跟踪贴 2025-01-21

【原始汇总贴：https://www.lakebbs.ca/post-013d6d7c】 【建议直接收藏原始汇总贴】 NVDA 20% (-8%) APPL 5% (-12%) AVGO 10% (-5%) GOOGL 14% (+4%) PANW 10% (+3%) CRWD 5% (-2%) MSFT 5% (-1%) TSLA 5% (+1%) AMZN 10% (+7%) -------------清仓------------- AB 0% (-2%) DIS 0% (-1%) -------------新增------------- VST 11% (+11%) TEM 7% (+7%) 总结：持仓变化较大，除了大幅减持NVDIA，APPLE和AVGO外，新增的VST和TEM可以留意一下