| CCARPENTER TECHNOLOGYCRS |
| 8.46% | 6.69% | $1,727.2万 | 2.8万股 | $1,103.6万 | 2.8万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 7.21% | 7.94% | $1,472.0万 | 3.3万股 | $1,308.4万 | 3.3万股 | 00.00% | 持仓不变 |
 W.R.伯克利WRB |
| 5.17% | 5.97% | $1,056.3万 | 14.9万股 | $984.3万 | 14.9万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.31% | 4.68% | $879.7万 | 3.0万股 | $771.5万 | 3.0万股 | 00.00% | 持仓不变 |
 SILGANSLGN |
| 3.15% | 3.27% | $643.9万 | 13.9万股 | $538.5万 | 13.9万股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 2.6% | 0.73% | $531.3万 | 1.1万股 | $120.6万 | 1.1万股 | 00.00% | 持仓不变 |
 Citizens金融CFG |
| 2.47% | 2.62% | $504.5万 | 7.2万股 | $431.8万 | 7.2万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.32% | 2.3% | $473.7万 | 1.2万股 | $379.4万 | 1.2万股 | 00.00% | 持仓不变 |
| MMARTEN TRANSMRTN |
| 2.27% | 2.13% | $464.3万 | 26.8万股 | $351.4万 | 26.8万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 2.27% | 1.3% | $463.8万 | 1.4万股 | $214.8万 | 1.3万股 | +200股+1.49% | 加仓 |
 阿斯麦ASML |
| 2.09% | 1.72% | $427.7万 | 2,150股 | $284.0万 | 2,150股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 2.05% | 0.8% | $418.9万 | 3.0万股 | $132.4万 | 3.0万股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.98% | 2.05% | $404.5万 | 4,000股 | $338.4万 | 4,000股 | 00.00% | 持仓不变 |
 HOWMET AEROSPACE COMHWM |
| 1.98% | 2.1% | $403.3万 | 1.5万股 | $345.7万 | 1.5万股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 1.94% | 3.43% | $395.1万 | 12.5万股 | $566.3万 | 12.5万股 | 00.00% | 持仓不变 |
 IRON MTN DEL COMIRM |
| 1.87% | 1.87% | $381.5万 | 3.0万股 | $309.0万 | 3.0万股 | 00.00% | 持仓不变 |
 MascoMAS |
| 1.79% | 1.65% | $366.2万 | 4.5万股 | $271.7万 | 4.5万股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1.57% | 1.56% | $321.5万 | 8,000股 | $257.1万 | 8,000股 | 00.00% | 持仓不变 |
| EENTEGRISENTG |
| 1.45% | 1.17% | $296.8万 | 1.7万股 | $193.4万 | 1.7万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.41% | 1.23% | $287.0万 | 6,000股 | $203.2万 | 6,000股 | 00.00% | 持仓不变 |
| TTOPBUILD CORBLD |
| 1.39% | 1.7% | $283.6万 | 8,000股 | $281.0万 | 8,000股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.38% | 1.74% | $281.6万 | 5,000股 | $286.1万 | 5,000股 | 00.00% | 持仓不变 |
 TIMKENTKR |
| 1.35% | 1.16% | $276.1万 | 1.9万股 | $191.1万 | 1.9万股 | 00.00% | 持仓不变 |
 LoewsL |
| 1.33% | 1.55% | $271.7万 | 2.4万股 | $256.2万 | 2.4万股 | 00.00% | 持仓不变 |
 STRUCTURE THERAPEUTICSGPCR |
| 1.31% | 1.46% | $268.4万 | 5.0万股 | $241.0万 | 5.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.23% | 1.22% | $250.2万 | 7,000股 | $201.3万 | 7,000股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.12% | 1.25% | $229.1万 | 7,000股 | $205.9万 | 7,000股 | 00.00% | 持仓不变 |
| CCARLYLE COMCG |
| 1.12% | 1.6% | $229.1万 | 5.4万股 | $263.2万 | 5.4万股 | 00.00% | 持仓不变 |
| AAMCORAMCR |
| 1.08% | 1.22% | $220.0万 | 5.1万股 | $201.7万 | 5.1万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.04% | 0.96% | $213.0万 | 1,812股 | $158.3万 | 1,812股 | 00.00% | 持仓不变 |
| SSTAR BULK CARRIERSSBLK |
| 1.03% | 1.18% | $211.2万 | 8.5万股 | $194.3万 | 8.5万股 | 00.00% | 持仓不变 |
 福特F |
| 0.97% | 1% | $198.8万 | 14.3万股 | $165.0万 | 14.3万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.96% | 0.91% | $196.2万 | 5,250股 | $149.2万 | 5,250股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.95% | 1.47% | $194.7万 | 1.4万股 | $241.6万 | 1.4万股 | 00.00% | 持仓不变 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.95% | 1.01% | $193.8万 | 2.2万股 | $166.6万 | 2.2万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.86% | 0.71% | $176.2万 | 1.5万股 | $116.4万 | 1.5万股 | 00.00% | 持仓不变 |
 贝克休斯BKR |
| 0.82% | 1.11% | $166.5万 | 3.0万股 | $183.2万 | 3.0万股 | 00.00% | 持仓不变 |
 ATLANTA BRAVESBATRK |
| 0.77% | 0.79% | $157.4万 | 3.0万股 | $129.5万 | 3.0万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.76% | 0.9% | $156.0万 | 9,932股 | $148.1万 | 7,932股 | +2,000股+25.21% | 加仓 |
 LENNARLEN |
| 0.75% | 0.85% | $153.0万 | 1.7万股 | $140.8万 | 1.7万股 | 00.00% | 持仓不变 |
 DraftKingsDKNG |
| 0.74% | 0.79% | $151.6万 | 6.0万股 | $129.7万 | 6.0万股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.74% | 1.08% | $150.4万 | 5,175股 | $178.6万 | 5,175股 | 00.00% | 持仓不变 |
 JFROGFROG |
| 0.71% | 0.46% | $145.4万 | 1.6万股 | $75.1万 | 1.6万股 | 00.00% | 持仓不变 |
| RRUBRIK INC CLASS ARBRK |
| 0.67% | 0.5% | $136.5万 | 1.7万股 | $83.2万 | 1.7万股 | 00.00% | 持仓不变 |
| TTOLL BROTHERSTOL |
| 0.65% | 0.66% | $131.8万 | 8,000股 | $109.2万 | 8,000股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.64% | 0.45% | $129.8万 | 5,100股 | $73.9万 | 4,900股 | +200股+4.08% | 加仓 |
 OKTA CLASS AOKTA |
| 0.63% | 0.45% | $129.6万 | 9,500股 | $74.8万 | 9,500股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.63% | 0.77% | $128.7万 | 3,450股 | $127.7万 | 3,450股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.61% | — | $124.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 AMETEK COMAME |
| 0.59% | 0.65% | $121.0万 | 5,000股 | $107.2万 | 5,000股 | 00.00% | 持仓不变 |
