 DORMAN PRODSDORM |
| 12.02% | 1.88% | $1.19亿 | 87.1万股 | $1,097.6万 | 10.5万股 | +76.6万股+728.60% | 加仓 |
 美光科技MU |
| 8.83% | 4.39% | $8,739.1万 | 7.6万股 | $2,567.3万 | 7.6万股 | -282股-0.37% | 减仓 |
 家得宝HD |
| 7.95% | 1.82% | $7,869.5万 | 22.3万股 | $1,063.6万 | 3.2万股 | +19.1万股+590.01% | 加仓 |
 特斯拉TSLA |
| 7.01% | 10.28% | $6,938.0万 | 16.5万股 | $6,006.8万 | 16.2万股 | +3,375股+2.09% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.03% | 3.24% | $4,979.2万 | 11.5万股 | $1,892.1万 | 11.5万股 | +121股+0.10% | 加仓 |
 博通AVGO |
| 4.76% | 6.54% | $4,708.6万 | 12.5万股 | $3,823.3万 | 12.4万股 | +1,121股+0.91% | 加仓 |
| MMODINE MFGMOD |
| 4.47% | 6.21% | $4,423.2万 | 16.6万股 | $3,626.1万 | 16.7万股 | -1,675股-1.00% | 减仓 |
 英伟达NVDA |
| 4.31% | 5.63% | $4,263.9万 | 21.3万股 | $3,290.4万 | 18.9万股 | +2.4万股+12.95% | 加仓 |
 UNITED RENTALSURI |
| 4.13% | 4.02% | $4,091.2万 | 3.6万股 | $2,346.3万 | 3.2万股 | +3,909股+12.14% | 加仓 |
 亚马逊AMZN |
| 3.62% | 5.12% | $3,581.3万 | 15.0万股 | $2,989.7万 | 14.4万股 | +6,714股+4.68% | 加仓 |
 谷歌AGOOGL |
| 3.39% | 4.64% | $3,356.0万 | 9.4万股 | $2,711.8万 | 9.4万股 | -395股-0.42% | 减仓 |
 联合健康UNH |
| 3.21% | 3.58% | $3,171.4万 | 7.6万股 | $2,094.0万 | 7.7万股 | -1,082股-1.40% | 减仓 |
 VertivVRT |
| 2.94% | 3.79% | $2,904.4万 | 8.7万股 | $2,216.6万 | 8.8万股 | -1,715股-1.94% | 减仓 |
| V先锋领航全球基金VGT |
| 2.18% | 2.89% | $2,158.5万 | 18.1万股 | $1,687.7万 | 2.4万股 | +15.6万股+646.60% | 加仓 |
 苹果AAPL |
| 2.03% | 3.25% | $2,007.9万 | 6.9万股 | $1,898.6万 | 7.5万股 | -5,418股-7.24% | 减仓 |
 摩根士丹利MS |
| 1.95% | 2.53% | $1,924.7万 | 9.2万股 | $1,476.0万 | 9.0万股 | +2,385股+2.66% | 加仓 |
 雷神技术RTX |
| 1.88% | 3.28% | $1,855.9万 | 9.8万股 | $1,915.8万 | 9.9万股 | -1,494股-1.50% | 减仓 |
 Meta平台META |
| 1.86% | 3.08% | $1,836.2万 | 3.3万股 | $1,796.9万 | 3.1万股 | +1,190股+3.79% | 加仓 |
 MCGRATH RENTCORPMGRC |
| 1.73% | 0.33% | $1,708.0万 | 14.1万股 | $192.9万 | 1.7万股 | +12.4万股+706.59% | 加仓 |
 FIRST SOLAR COMFSLR |
| 1.56% | 2.16% | $1,539.1万 | 6.5万股 | $1,261.7万 | 6.4万股 | +1,265股+1.98% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.53% | 1.97% | $1,518.2万 | 4.3万股 | $1,149.2万 | 4.0万股 | +2,905股+7.25% | 加仓 |
| V先锋领航指数基金VB |
| 1.45% | 2.22% | $1,433.1万 | 4.7万股 | $1,298.4万 | 5.0万股 | -2,293股-4.63% | 减仓 |
 EQTEQT |
| 1.08% | 2.03% | $1,066.6万 | 20.1万股 | $1,188.4万 | 18.7万股 | +1.4万股+7.42% | 加仓 |
 摩根大通JPM |
| 0.96% | 1.34% | $951.0万 | 2.9万股 | $784.5万 | 2.7万股 | +2,385股+8.94% | 加仓 |
| V先锋领航·MIDVO |
| 0.93% | 1.42% | $919.0万 | 11.4万股 | $828.5万 | 2.9万股 | +8.5万股+295.38% | 加仓 |
 台积电TSM |
| 0.83% | 0.8% | $819.8万 | 1.7万股 | $465.9万 | 1.4万股 | +3,382股+24.53% | 加仓 |
 TIMKENTKR |
| 0.66% | 0.35% | $657.2万 | 4.5万股 | $205.4万 | 2.0万股 | +2.5万股+121.44% | 加仓 |
| SSpaceXSPCX |
| 0.65% | — | $639.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.59% | 0.53% | $582.0万 | 7.7万股 | $311.3万 | 4.6万股 | +3.1万股+67.22% | 加仓 |
 微软MSFT |
| 0.57% | 1.09% | $568.3万 | 1.5万股 | $636.4万 | 1.7万股 | -1,956股-11.38% | 减仓 |
| V先锋领航指数基金VUG |
| 0.56% | 0.82% | $553.5万 | 6.4万股 | $481.3万 | 1.1万股 | +5.3万股+483.11% | 加仓 |
| KKARAT PACKAGINGKRT |
| 0.49% | 0.92% | $489.0万 | 14.6万股 | $535.6万 | 19.2万股 | -4.6万股-23.82% | 减仓 |
 黑石集团BX |
| 0.31% | 0.6% | $309.7万 | 2.6万股 | $347.7万 | 3.0万股 | -3,925股-12.98% | 减仓 |
| V先锋领航全球基金VCR |
| 0.25% | 0.42% | $252.2万 | 6,358股 | $246.0万 | 6,852股 | -494股-7.21% | 减仓 |
 LGI HOMESLGIH |
| 0.24% | 0.06% | $239.6万 | 3.8万股 | $33.6万 | 8,500股 | +2.9万股+342.59% | 加仓 |
| BBANK OF AMERBAC |
| 0.24% | 0.15% | $237.9万 | 4.2万股 | $86.0万 | 1.8万股 | +2.4万股+136.54% | 加仓 |
 英特尔INTC |
| 0.24% | 0.08% | $233.2万 | 1.7万股 | $44.1万 | 1.0万股 | +6,700股+67.00% | 加仓 |
| TTAYLOR MORRISON HOMETMHC* |
| 0.23% | 0.87% | $228.8万 | 3.2万股 | $510.6万 | 8.8万股 | -5.6万股-63.62% | 减仓 |
 霍尼韦尔HON |
| 0.22% | 0.89% | $218.1万 | 9,739股 | $521.4万 | 2.3万股 | -1.3万股-57.78% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.22% | — | $215.3万 | 9,739股 | $0 | 0股 | +9,739股 | 新买入 |
 科磊KLAC |
| 0.2% | 0.18% | $194.6万 | 6,450股 | $102.3万 | 695股 | +5,755股+828.06% | 加仓 |
 BOOKING COMBKNG |
| 0.14% | 0.33% | $142.1万 | 7,975股 | $193.3万 | 459股 | +7,516股+1,637.47% | 加仓 |
 艾伯维ABBV |
| 0.14% | 0.21% | $135.8万 | 5,395股 | $120.4万 | 5,535股 | -140股-2.53% | 减仓 |
 好市多COST |
| 0.13% | 0.24% | $127.6万 | 1,364股 | $138.4万 | 1,389股 | -25股-1.80% | 减仓 |
 CSX铁路CSX |
| 0.13% | 0.21% | $124.6万 | 2.6万股 | $124.6万 | 3.0万股 | -4,125股-13.59% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.11% | 0.21% | $107.4万 | 1.0万股 | $121.1万 | 1.3万股 | -2,815股-21.80% | 减仓 |
 MAPLEBEAR COMCART |
| 0.1% | 0.26% | $99.4万 | 2.1万股 | $153.2万 | 4.1万股 | -2.0万股-48.66% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.1% | 0.18% | $95.7万 | 3,200股 | $103.4万 | 3,798股 | -598股-15.75% | 减仓 |
 帕兰提尔PLTR |
| 0.1% | 0.28% | $94.1万 | 8,065股 | $163.4万 | 1.1万股 | -3,105股-27.80% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.13% | $76.6万 | 1,531股 | $73.4万 | 1,531股 | 00.00% | 持仓不变 |
