 英伟达NVDA |
| 10.04% | 8.74% | $4,507.7万 | 22.5万股 | $4,035.3万 | 23.1万股 | -6,095股-2.63% | 减仓 |
| SSTELLAR BANCORPSTEL |
| 7.14% | 1.14% | $3,206.4万 | 81.5万股 | $524.7万 | 14.3万股 | +67.2万股+469.01% | 加仓 |
| J骏利亨德森 |
| 5.27% | — | $2,364.4万 | 45.5万股 | $0 | 0股 | +45.5万股 | 新买入 |
| TTALKSPACE INC COM |
| 4.32% | 2.31% | $1,938.7万 | 372.8万股 | $1,065.2万 | 205.8万股 | +167.0万股+81.13% | 加仓 |
| CCHART INDSGTLS |
| 4.04% | — | $1,813.1万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 瑞银UBS |
| 4.01% | 3.08% | $1,801.6万 | 36.4万股 | $1,420.3万 | 36.4万股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 3.63% | 2.86% | $1,628.8万 | 11.6万股 | $1,319.8万 | 11.6万股 | 00.00% | 持仓不变 |
 波音BA |
| 3.37% | 3.01% | $1,510.8万 | 7.0万股 | $1,389.1万 | 7.0万股 | 00.00% | 持仓不变 |
 DIGITALBRIDGEDBRG |
| 3.25% | 2.75% | $1,458.2万 | 92.4万股 | $1,270.8万 | 82.4万股 | +10.0万股+12.13% | 加仓 |
 苹果AAPL |
| 3.19% | 2.92% | $1,430.2万 | 4.9万股 | $1,348.1万 | 5.3万股 | -3,691股-6.95% | 减仓 |
 万事达MA |
| 3% | 2.84% | $1,345.8万 | 2.6万股 | $1,309.3万 | 2.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.8% | 2.47% | $1,258.0万 | 3.6万股 | $1,141.0万 | 4.0万股 | -4,170股-10.48% | 减仓 |
| NNUVALENTNUVL |
| 2.63% | — | $1,179.4万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 亚马逊AMZN |
| 2.62% | 2.44% | $1,174.0万 | 4.9万股 | $1,126.8万 | 5.4万股 | -4,844股-8.95% | 减仓 |
 APOGEE THERAPEUTICSAPGE |
| 2.37% | — | $1,061.8万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 Meta平台META |
| 2.18% | 1.88% | $978.8万 | 1.7万股 | $866.2万 | 1.5万股 | +2,237股+14.78% | 加仓 |
 微软MSFT |
| 1.71% | 2.22% | $767.6万 | 2.1万股 | $1,023.1万 | 2.8万股 | -7,060股-25.54% | 减仓 |
 PENUMBRAPEN |
| 1.55% | 1.56% | $694.7万 | 2.2万股 | $722.4万 | 2.2万股 | 00.00% | 持仓不变 |
| AAFFINITY BANCSHARES INC |
| 1.51% | 0.73% | $678.6万 | 30.0万股 | $336.8万 | 15.1万股 | +14.9万股+98.49% | 加仓 |
 CAESARS ENTERTAINMENT NECZR |
| 1.44% | — | $644.6万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 TJXTJX |
| 1.41% | 1.47% | $632.4万 | 4.2万股 | $678.0万 | 4.2万股 | -708股-1.67% | 减仓 |
 LIVERAMPRAMP |
| 1.39% | — | $625.9万 | 16.6万股 | $0 | 0股 | +16.6万股 | 新买入 |
| CCLEAR CHANNEL OUTDOORCCO |
| 1.37% | 0.68% | $613.3万 | 253.4万股 | $314.9万 | 132.9万股 | +120.6万股+90.72% | 加仓 |
 礼来LLY |
| 1.3% | 1.03% | $585.1万 | 4,878股 | $473.5万 | 5,148股 | -270股-5.24% | 减仓 |
 博通AVGO |
| 1.28% | 1.37% | $576.6万 | 1.5万股 | $634.2万 | 2.0万股 | -5,228股-25.51% | 减仓 |
| BBRIGHTHOUSE FINL INC COMBHF |
| 1.28% | 1.18% | $576.1万 | 9.1万股 | $545.0万 | 9.1万股 | 00.00% | 持仓不变 |
 Vulcan材料VMC |
| 1.26% | 1.13% | $565.0万 | 1.9万股 | $520.5万 | 1.9万股 | +38股+0.20% | 加仓 |
 台积电TSM |
| 1.09% | 0.71% | $488.6万 | 1.0万股 | $326.9万 | 9,672股 | +560股+5.79% | 加仓 |
 TARGET COMTGT |
| 0.99% | 0.9% | $445.5万 | 3.4万股 | $413.4万 | 3.4万股 | 00.00% | 持仓不变 |
| EESPERION THERAPEUTICS NEESPR |
| 0.96% | — | $431.4万 | 136.5万股 | $0 | 0股 | +136.5万股 | 新买入 |
 ShopifySHOP |
| 0.94% | 0.91% | $420.1万 | 3.7万股 | $418.4万 | 3.5万股 | +1,520股+4.31% | 加仓 |
 HEICOHEI |
| 0.86% | 0.57% | $385.7万 | 1.1万股 | $265.2万 | 9,673股 | +1,156股+11.95% | 加仓 |
 HUMANA COMHUM |
| 0.85% | 0.36% | $380.4万 | 9,577股 | $166.1万 | 9,577股 | 00.00% | 持仓不变 |
| TTOLL BROTHERSTOL |
| 0.77% | 0.62% | $345.2万 | 2.1万股 | $285.9万 | 2.1万股 | 00.00% | 持仓不变 |
| OOLAPLEXOLPX |
| 0.76% | 0.02% | $339.5万 | 165.6万股 | $8.2万 | 4.0万股 | +161.6万股+4,012.40% | 加仓 |
 NETFLIXNFLX |
| 0.67% | 0.88% | $302.4万 | 4.2万股 | $407.2万 | 4.2万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.67% | 0.72% | $299.1万 | 6,515股 | $332.4万 | 6,855股 | -340股-4.96% | 减仓 |
| HHCB Financial Corp. |
| 0.63% | 0.15% | $280.6万 | 3.8万股 | $69.0万 | 1.0万股 | +2.8万股+275.56% | 加仓 |
 科磊KLAC |
| 0.62% | — | $277.0万 | 9,180股 | $0 | 0股 | +9,180股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.61% | 0.47% | $273.2万 | 3.1万股 | $216.5万 | 3.2万股 | -891股-2.76% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.56% | 0.45% | $252.1万 | 8,390股 | $208.1万 | 8,390股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 0.48% | 0.62% | $215.3万 | 3,734股 | $287.5万 | 4,884股 | -1,150股-23.55% | 减仓 |
 阿里巴巴BABA |
| 0.47% | 0.6% | $213.0万 | 2.2万股 | $278.5万 | 2.2万股 | 00.00% | 持仓不变 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.47% | — | $209.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 高盛GS |
| 0.46% | 0.14% | $205.6万 | 2,033股 | $62.3万 | 737股 | +1,296股+175.85% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.45% | — | $201.3万 | 8,051股 | $0 | 0股 | +8,051股 | 新买入 |
 AMETEK COMAME |
| 0.44% | — | $196.5万 | 8,120股 | $0 | 0股 | +8,120股 | 新买入 |
 特灵科技TT |
| 0.43% | — | $194.0万 | 3,950股 | $0 | 0股 | +3,950股 | 新买入 |
 捷普JBL |
| 0.43% | — | $190.9万 | 4,953股 | $0 | 0股 | +4,953股 | 新买入 |
| MMODIV INDUSTRIAL INC COM STK CL C |
| 0.42% | — | $190.7万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
