| IiShares安硕信托IVV |
| 5.72% | 4.44% | $9,843.3万 | 13.1万股 | $6,437.3万 | 9.9万股 | +3.3万股+33.38% | 加仓 |
 西部数据WDC |
| 3.23% | 3.86% | $5,563.7万 | 330.4万股 | $5,602.7万 | 782.7万股 | -452.3万股-57.79% | 减仓 |
 谷歌AGOOGL |
| 2.44% | — | $4,203.3万 | 83.7万股 | $0 | 0股 | +83.7万股 | 新买入 |
| MMKS, Inc.MKSI |
| 2.27% | 1.49% | $3,913.2万 | 1,329.4万股 | $2,160.8万 | 1,308.0万股 | +21.4万股+1.64% | 加仓 |
 谷歌AGOOGL |
| 2.21% | — | $3,801.2万 | 75.8万股 | $0 | 0股 | +75.8万股 | 新买入 |
| NNextEra Energy Capital Holdings IncNEE |
| 2.1% | 2.76% | $3,613.6万 | 2,751.1万股 | $4,001.3万 | 2,883.8万股 | -132.7万股-4.60% | 减仓 |
| OON Semiconductor CorporationON |
| 2.04% | 0.71% | $3,505.1万 | 2,908.8万股 | $1,025.7万 | 1,049.3万股 | +1,859.5万股+177.21% | 加仓 |
 Boeing/TheBA |
| 1.94% | 2.01% | $3,338.2万 | 49.3万股 | $2,916.1万 | 44.9万股 | +4.3万股+9.63% | 加仓 |
| HHewlett Packard EnterpriseHPE |
| 1.71% | 0.94% | $2,941.4万 | 25.2万股 | $1,357.8万 | 20.9万股 | +4.2万股+20.14% | 加仓 |
 Live Nation EntertainmentLYV |
| 1.52% | 1.6% | $2,609.6万 | 2,186.5万股 | $2,313.8万 | 2,147.4万股 | +39.1万股+1.82% | 加仓 |
 甲骨文ORCL |
| 1.51% | 1.52% | $2,600.1万 | 57.9万股 | $2,206.3万 | 48.0万股 | +9.9万股+20.72% | 加仓 |
 优步UBER |
| 1.34% | 1.68% | $2,304.8万 | 1,927.1万股 | $2,433.7万 | 2,023.9万股 | -96.8万股-4.78% | 减仓 |
| JJazz Investments I Ltd |
| 1.32% | 1.38% | $2,281.3万 | 1,338.8万股 | $1,994.6万 | 1,408.6万股 | -69.8万股-4.96% | 减仓 |
 SnowflakeSNOW |
| 1.32% | 1.13% | $2,270.6万 | 1,365.2万股 | $1,633.6万 | 1,383.2万股 | -18.0万股-1.30% | 减仓 |
 WEC ENERGY GROUP, INC.WEC |
| 1.25% | 1.48% | $2,155.7万 | 1,782.3万股 | $2,146.2万 | 1,781.1万股 | +1.2万股+0.07% | 加仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 1.21% | 1.34% | $2,087.7万 | 1.7万股 | $1,941.8万 | 1.6万股 | +334股+2.05% | 加仓 |
| W富国银行WFC |
| 1.13% | 1.47% | $1,940.7万 | 1.7万股 | $2,132.9万 | 1.8万股 | -1,658股-9.00% | 减仓 |
 雅保ALB |
| 1.11% | 1.74% | $1,910.2万 | 34.5万股 | $2,529.0万 | 35.3万股 | -8,605股-2.43% | 减仓 |
| A阿卡迈AKAM |
| 1.04% | — | $1,799.2万 | 1,233.8万股 | $0 | 0股 | +1,233.8万股 | 新买入 |
| PPPL CAPITAL FUNDING, INC. |
| 1% | 1.23% | $1,728.7万 | 1,523.1万股 | $1,782.4万 | 1,521.5万股 | +1.6万股+0.11% | 加仓 |
 第一能源FE |
| 0.96% | — | $1,648.5万 | 1,484.9万股 | $0 | 0股 | +1,484.9万股 | 新买入 |
| SSeagate HDD CaymanSTX |
| 0.94% | 0.69% | $1,624.0万 | 139.2万股 | $996.0万 | 209.8万股 | -70.6万股-33.65% | 减仓 |
| IiShares安硕信托LQD |
| 0.87% | 1.38% | $1,500.0万 | 13.8万股 | $1,995.0万 | 18.3万股 | -4.6万股-24.87% | 减仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 0.86% | 0.78% | $1,489.2万 | 6.4万股 | $1,124.0万 | 7.9万股 | -1.5万股-18.40% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.81% | 0.7% | $1,401.5万 | 18.2万股 | $1,010.5万 | 17.6万股 | +6,000股+3.40% | 加仓 |
 KKRKKR |
| 0.8% | 0.96% | $1,371.3万 | 34.6万股 | $1,388.2万 | 34.6万股 | 00.00% | 持仓不变 |
| S道富SPHY |
| 0.8% | 0.42% | $1,369.2万 | 58.4万股 | $603.9万 | 25.9万股 | +32.5万股+125.55% | 加仓 |
| J骏利亨德森JAAA |
| 0.77% | 0.75% | $1,319.5万 | 26.1万股 | $1,082.4万 | 21.5万股 | +4.6万股+21.62% | 加仓 |
| SSolaris Oilfield Infrastructure Inc |
| 0.76% | 0.69% | $1,300.3万 | 799.6万股 | $997.4万 | 798.7万股 | +9,000股+0.11% | 加仓 |
| RRivianRIVN |
| 0.75% | 0.8% | $1,296.7万 | 1,217.3万股 | $1,164.5万 | 1,215.9万股 | +1.4万股+0.12% | 加仓 |
| PPG&E CorporationPCG |
| 0.75% | 1.22% | $1,292.5万 | 1,264.7万股 | $1,772.6万 | 1,711.9万股 | -447.2万股-26.12% | 减仓 |
| CCYBERARK SOFTWARECYBR |
| 0.74% | — | $1,282.4万 | 771.6万股 | $0 | 0股 | +771.6万股 | 新买入 |
 EvergyEVRG |
| 0.72% | 0.81% | $1,237.9万 | 870.3万股 | $1,174.0万 | 870.3万股 | 00.00% | 持仓不变 |
 Alliant能源LNT |
| 0.69% | — | $1,195.7万 | 1,086.6万股 | $0 | 0股 | +1,086.6万股 | 新买入 |
| SSiTimeSITM |
| 0.69% | — | $1,183.4万 | 1,069.5万股 | $0 | 0股 | +1,069.5万股 | 新买入 |
 CENTRAL SECSCET |
| 0.68% | 1.09% | $1,173.4万 | 23.2万股 | $1,574.4万 | 30.9万股 | -7.7万股-25.00% | 减仓 |
| N新纪元能源NEE |
| 0.67% | 0.8% | $1,150.6万 | 24.2万股 | $1,159.6万 | 23.1万股 | +1.0万股+4.47% | 加仓 |
| SSOUTHERN/THESO |
| 0.66% | 0.79% | $1,135.2万 | 1,030.6万股 | $1,144.8万 | 1,030.6万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 0.65% | 0.73% | $1,113.5万 | 936.2万股 | $1,055.8万 | 923.9万股 | +12.3万股+1.33% | 加仓 |
| CCHEESECAKE FACTORYCAKE |
| 0.65% | 0.54% | $1,113.4万 | 875.0万股 | $787.2万 | 774.4万股 | +100.6万股+12.99% | 加仓 |
| GGranite ConstructionGVA |
| 0.64% | 0.6% | $1,094.1万 | 523.0万股 | $868.2万 | 527.8万股 | -4.8万股-0.91% | 减仓 |
 SUPER MICRSMCI |
| 0.63% | — | $1,083.0万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
| MM/A-COM Technology Solutions Holdings Inc.MTSI |
| 0.63% | 0.67% | $1,082.2万 | 470.1万股 | $969.6万 | 665.7万股 | -195.6万股-29.38% | 减仓 |
 LIVE NATION ENTERTAINMENLYV |
| 0.62% | 0.78% | $1,066.9万 | 598.9万股 | $1,137.6万 | 748.9万股 | -150.0万股-20.03% | 减仓 |
| RREDWOOD TRUSTRWT |
| 0.61% | 0.67% | $1,047.9万 | 1,037.5万股 | $974.7万 | 965.0万股 | +72.5万股+7.51% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.61% | 0.65% | $1,044.0万 | 4.9万股 | $948.2万 | 4.9万股 | -341股-0.69% | 减仓 |
| NNCL |
| 0.6% | — | $1,027.9万 | 922.9万股 | $0 | 0股 | +922.9万股 | 新买入 |
| IINTEGERITGR |
| 0.59% | 0.68% | $1,020.8万 | 1,056.5万股 | $981.6万 | 1,029.5万股 | +27.0万股+2.62% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 0.58% | — | $1,002.3万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 CLOUDFLARENET |
| 0.58% | 0.83% | $1,000.2万 | 778.4万股 | $1,209.0万 | 1,032.8万股 | -254.4万股-24.63% | 减仓 |
