| SSPDR标普500 ETFSPY |
| 15.34% | — | $7.02亿 | 94.0万股 | $0 | 0股 | +94.0万股 | 新买入 |
| SSpaceXSPCX |
| 2.23% | — | $1.02亿 | 59.7万股 | $0 | 0股 | +59.7万股 | 新买入 |
 高盛GS |
| 2.09% | 2.12% | $9,579.4万 | 9.5万股 | $5,717.7万 | 6.8万股 | +2.7万股+40.14% | 加仓 |
 摩根大通JPM |
| 1.82% | — | $8,346.5万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.69% | — | $7,734.7万 | 48.8万股 | $0 | 0股 | +48.8万股 | 新买入 |
| BBANK OF AMERBAC |
| 1.62% | 2.81% | $7,404.3万 | 129.9万股 | $7,583.8万 | 155.6万股 | -25.6万股-16.47% | 减仓 |
 辉瑞PFE |
| 1.57% | 1.08% | $7,175.8万 | 298.0万股 | $2,922.0万 | 104.1万股 | +193.9万股+186.37% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.44% | 3.39% | $6,576.3万 | 154.1万股 | $9,144.6万 | 145.7万股 | +8.4万股+5.73% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.42% | — | $6,509.7万 | 115.5万股 | $0 | 0股 | +115.5万股 | 新买入 |
 HUNTINGTON BANCSHARES COMHBAN |
| 1.3% | — | $5,972.0万 | 336.8万股 | $0 | 0股 | +336.8万股 | 新买入 |
 穆迪MCO |
| 1.29% | — | $5,927.1万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
 梅特勒托利多MTD |
| 1.17% | 0.43% | $5,360.4万 | 4.2万股 | $1,166.6万 | 9,250股 | +3.3万股+353.62% | 加仓 |
 LPL金融LPLA |
| 1.15% | — | $5,257.6万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 美国合众银行USB |
| 1.03% | 1.45% | $4,723.3万 | 78.2万股 | $3,918.1万 | 75.3万股 | +2.9万股+3.81% | 加仓 |
 摩根士丹利MS |
| 1.03% | 1.91% | $4,705.1万 | 22.5万股 | $5,159.0万 | 31.3万股 | -8.8万股-28.20% | 减仓 |
| SSTUBHUBSTUB |
| 0.94% | 0.4% | $4,315.3万 | 335.3万股 | $1,092.0万 | 175.0万股 | +160.3万股+91.60% | 加仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 0.94% | 1.31% | $4,312.9万 | 711.7万股 | $3,541.6万 | 799.5万股 | -87.7万股-10.98% | 减仓 |
| MMINIMED GROUP INC COMMMED |
| 0.92% | 1.76% | $4,205.4万 | 281.3万股 | $4,742.6万 | 317.9万股 | -36.6万股-11.50% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.9% | 1.26% | $4,110.5万 | 76.4万股 | $3,415.0万 | 189.7万股 | -113.3万股-59.71% | 减仓 |
| TTPG COM CL ATPG |
| 0.89% | — | $4,074.7万 | 100.5万股 | $0 | 0股 | +100.5万股 | 新买入 |
| QQIAGENQGEN |
| 0.88% | 0.34% | $4,027.3万 | 103.0万股 | $920.9万 | 23.0万股 | +80.0万股+347.83% | 加仓 |
| V先锋领航指数基金VOO |
| 0.88% | 16.46% | $4,013.4万 | 5.5万股 | $4.45亿 | 77.0万股 | -71.6万股-92.92% | 减仓 |
 派克汉尼汾PH |
| 0.85% | 0.33% | $3,901.6万 | 4.0万股 | $904.3万 | 1.0万股 | +3.0万股+294.90% | 加仓 |
 UNIQUREQURE |
| 0.81% | — | $3,706.0万 | 80.5万股 | $0 | 0股 | +80.5万股 | 新买入 |
 联合健康UNH |
| 0.81% | 0.2% | $3,696.2万 | 8.9万股 | $541.2万 | 2.0万股 | +6.9万股+344.65% | 加仓 |
 VisaV |
| 0.77% | — | $3,544.5万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 KeyCorpKEY |
| 0.76% | 2.21% | $3,500.6万 | 151.9万股 | $5,960.8万 | 297.3万股 | -145.4万股-48.92% | 减仓 |
 IDEXIEX |
| 0.75% | 0.51% | $3,421.2万 | 15.1万股 | $1,382.8万 | 7.3万股 | +7.8万股+106.64% | 加仓 |
 特灵科技TT |
| 0.74% | 0.18% | $3,386.1万 | 6.9万股 | $487.1万 | 1.2万股 | +5.7万股+489.79% | 加仓 |
| FFACTSET RESH SYSFDS |
| 0.74% | — | $3,375.8万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 阿里拉姆制药ALNY |
| 0.73% | — | $3,319.2万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| GGLAUKOS COMGKOS |
| 0.72% | — | $3,301.0万 | 23.6万股 | $0 | 0股 | +23.6万股 | 新买入 |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 0.72% | 1.12% | $3,292.5万 | 220.4万股 | $3,032.4万 | 230.3万股 | -9.9万股-4.29% | 减仓 |
| HHAWKEYE 360 INCHAWK |
| 0.71% | — | $3,237.9万 | 160.1万股 | $0 | 0股 | +160.1万股 | 新买入 |
 DraftKingsDKNG |
| 0.69% | 0.21% | $3,179.7万 | 125.9万股 | $564.2万 | 26.1万股 | +99.8万股+382.38% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.69% | 0.57% | $3,160.5万 | 36.3万股 | $1,552.6万 | 23.1万股 | +13.2万股+56.85% | 加仓 |
 AMETEK COMAME |
| 0.68% | 0.38% | $3,117.2万 | 12.9万股 | $1,023.1万 | 4.8万股 | +8.1万股+169.94% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.67% | — | $3,077.6万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 Meta平台META |
| 0.67% | 0.93% | $3,058.7万 | 5.4万股 | $2,502.3万 | 4.4万股 | +1.1万股+24.15% | 加仓 |
 富兰克林资源BEN |
| 0.66% | 0.75% | $3,025.5万 | 90.9万股 | $2,037.8万 | 86.3万股 | +4.7万股+5.40% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.66% | — | $3,017.2万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.65% | — | $2,981.0万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| GGLOBAL E ONLINEGLBE |
| 0.65% | 0.39% | $2,980.4万 | 85.8万股 | $1,056.7万 | 34.3万股 | +51.6万股+150.55% | 加仓 |
 诺和诺德NVO |
| 0.65% | — | $2,977.8万 | 62.1万股 | $0 | 0股 | +62.1万股 | 新买入 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.65% | — | $2,958.5万 | 36.0万股 | $0 | 0股 | +36.0万股 | 新买入 |
 NVENT ELECTRICNVT |
| 0.64% | 0.61% | $2,946.2万 | 17.4万股 | $1,658.7万 | 14.0万股 | +3.3万股+23.87% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.62% | — | $2,822.4万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 JEFFERIES FINANCIAL INJEF |
| 0.57% | — | $2,597.3万 | 52.0万股 | $0 | 0股 | +52.0万股 | 新买入 |
 星巴克SBUX |
| 0.56% | 0.78% | $2,548.3万 | 24.9万股 | $2,095.2万 | 23.4万股 | +1.6万股+6.63% | 加仓 |
 礼来LLY |
| 0.55% | — | $2,495.8万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
