 英伟达NVDA |
| 6.65% | 6.54% | $1,533.3万 | 7.7万股 | $1,308.4万 | 7.5万股 | +1,610股+2.15% | 加仓 |
 亚马逊AMZN |
| 5.96% | 5.86% | $1,375.6万 | 5.8万股 | $1,173.2万 | 5.6万股 | +1,387股+2.46% | 加仓 |
 谷歌AGOOGL |
| 4.47% | 4.11% | $1,032.0万 | 2.9万股 | $823.4万 | 2.9万股 | +242股+0.85% | 加仓 |
 帕兰提尔PLTR |
| 3.71% | 5.81% | $856.3万 | 7.3万股 | $1,164.0万 | 8.0万股 | -6,174股-7.76% | 减仓 |
 摩根大通JPM |
| 3.46% | 3.5% | $798.8万 | 2.4万股 | $701.2万 | 2.4万股 | +568股+2.38% | 加仓 |
 CrowdStrikeCRWD |
| 3.37% | 1.94% | $778.3万 | 1.0万股 | $388.7万 | 9,957股 | +241股+2.42% | 加仓 |
 康宁GLW |
| 3.04% | 2.37% | $701.6万 | 2.7万股 | $474.2万 | 3.5万股 | -7,403股-21.23% | 减仓 |
 甲骨文ORCL |
| 2.88% | 3.06% | $663.3万 | 4.5万股 | $612.3万 | 4.2万股 | +3,640股+8.75% | 加仓 |
 苹果AAPL |
| 2.71% | 2.67% | $624.8万 | 2.2万股 | $533.7万 | 2.1万股 | +564股+2.68% | 加仓 |
 好市多COST |
| 2.68% | 3.22% | $619.1万 | 6,618股 | $643.9万 | 6,462股 | +156股+2.41% | 加仓 |
 微软MSFT |
| 2.42% | 2.68% | $558.4万 | 1.5万股 | $535.6万 | 1.4万股 | +500股+3.46% | 加仓 |
 AMD超威AMD |
| 2.37% | 1.03% | $546.6万 | 9,409股 | $206.5万 | 1.0万股 | -743股-7.32% | 减仓 |
| AAPPLIED DIGITALAPLD |
| 2.37% | 1.71% | $545.9万 | 14.6万股 | $341.7万 | 14.4万股 | +2,432股+1.69% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 2.31% | — | $533.5万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| IiShares白银信托SLV |
| 2.31% | 3.25% | $532.6万 | 10.0万股 | $650.1万 | 9.5万股 | +4,202股+4.40% | 加仓 |
| C花旗集团C |
| 2.1% | 1.98% | $485.1万 | 3.5万股 | $395.9万 | 3.5万股 | -252股-0.72% | 减仓 |
 南方铜业SCCO |
| 1.85% | 2.06% | $427.6万 | 2.5万股 | $411.6万 | 2.4万股 | +617股+2.58% | 加仓 |
 纽柯钢铁NUE |
| 1.75% | 1.55% | $402.7万 | 1.8万股 | $310.3万 | 1.8万股 | -268股-1.46% | 减仓 |
 波音BA |
| 1.56% | 1.57% | $359.8万 | 1.7万股 | $314.9万 | 1.6万股 | +800股+5.06% | 加仓 |
| BBANK OF AMERBAC |
| 1.5% | 1.39% | $347.0万 | 6.1万股 | $278.9万 | 5.7万股 | +3,703股+6.47% | 加仓 |
 VisaV |
| 1.49% | 1.49% | $344.5万 | 1.0万股 | $297.7万 | 9,849股 | +192股+1.95% | 加仓 |
 Meta平台META |
| 1.49% | 1.71% | $343.4万 | 6,096股 | $341.5万 | 5,969股 | +127股+2.13% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.45% | 1.25% | $334.7万 | 3.4万股 | $250.3万 | 3.2万股 | +1,316股+4.07% | 加仓 |
 GeneracGNRC |
| 1.44% | 1.08% | $331.5万 | 1.1万股 | $216.4万 | 1.1万股 | +243股+2.19% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.33% | 1.01% | $306.1万 | 4,963股 | $201.6万 | 5,114股 | -151股-2.95% | 减仓 |
 艾伯维ABBV |
| 1.25% | 1.22% | $288.5万 | 1.1万股 | $245.2万 | 1.1万股 | +187股+1.66% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.17% | 1.36% | $269.6万 | 2.9万股 | $272.5万 | 3.0万股 | -244股-0.83% | 减仓 |
 AFLAC COMAFL |
| 1.12% | 1.11% | $258.6万 | 2.2万股 | $222.2万 | 2.0万股 | +1,801股+8.89% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.07% | 0.16% | $247.2万 | 9,713股 | $32.2万 | 2,132股 | +7,581股+355.58% | 加仓 |
| BBRINKER INTLEAT |
| 1.06% | 0.99% | $243.9万 | 1.5万股 | $198.9万 | 1.4万股 | +581股+4.17% | 加仓 |
 特斯拉TSLA |
| 1.05% | 0.9% | $243.1万 | 5,780股 | $180.2万 | 4,847股 | +933股+19.25% | 加仓 |
 3M COMMMM |
| 1.05% | 1.09% | $242.3万 | 1.5万股 | $218.3万 | 1.5万股 | -68股-0.45% | 减仓 |
 TJXTJX |
| 1.02% | 1.23% | $234.1万 | 1.5万股 | $246.5万 | 1.5万股 | +16股+0.10% | 加仓 |
 沃尔玛WMT |
| 0.98% | 1.26% | $225.7万 | 2.0万股 | $252.3万 | 2.0万股 | -373股-1.84% | 减仓 |
 汽车地带AZO |
| 0.86% | 1.08% | $197.8万 | 619股 | $217.2万 | 643股 | -24股-3.73% | 减仓 |
 达登饭店DRI |
| 0.78% | 0.87% | $180.0万 | 8,736股 | $173.7万 | 8,858股 | -122股-1.38% | 减仓 |
 杜克能源DUK |
| 0.76% | 0.82% | $175.4万 | 1.4万股 | $165.1万 | 1.3万股 | +1,250股+9.91% | 加仓 |
 NetAppNTAP |
| 0.75% | — | $172.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 MONGODB CL AMDB |
| 0.73% | — | $169.2万 | 5,037股 | $0 | 0股 | +5,037股 | 新买入 |
 奎斯特诊断DGX |
| 0.73% | 0.75% | $167.2万 | 7,891股 | $150.9万 | 7,698股 | +193股+2.51% | 加仓 |
 RobinhoodHOOD |
| 0.72% | 0.5% | $166.8万 | 1.7万股 | $99.1万 | 1.4万股 | +2,331股+16.29% | 加仓 |
 钢铁动力STLD |
| 0.71% | 0.64% | $163.5万 | 7,127股 | $127.8万 | 7,099股 | +28股+0.39% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.71% | 0.86% | $163.5万 | 1.3万股 | $172.4万 | 1.2万股 | +572股+4.62% | 加仓 |
 安费诺APH |
| 0.71% | — | $163.3万 | 9,260股 | $0 | 0股 | +9,260股 | 新买入 |
 南方电力SO |
| 0.7% | 0.76% | $161.9万 | 1.7万股 | $151.3万 | 1.6万股 | +1,248股+7.96% | 加仓 |
 AGREE RLTYADC |
| 0.7% | 0.83% | $161.6万 | 2.1万股 | $165.7万 | 2.2万股 | -646股-2.94% | 减仓 |
 道明尼能源D |
| 0.69% | 0.68% | $159.5万 | 2.3万股 | $135.7万 | 2.2万股 | +1,404股+6.40% | 加仓 |
 ATMOS ENERGYATO |
| 0.67% | 0.77% | $154.7万 | 8,979股 | $154.6万 | 8,367股 | +612股+7.31% | 加仓 |
 IDACORPIDA |
| 0.65% | 0.69% | $150.9万 | 9,975股 | $137.7万 | 9,629股 | +346股+3.59% | 加仓 |
 GE航空GE |
| 0.65% | 0.37% | $150.8万 | 4,034股 | $73.2万 | 2,580股 | +1,454股+56.36% | 加仓 |
