| AAlphabet Inc Class CGOOG |
| 3.82% | 3.74% | $523.9万 | 1.5万股 | $485.4万 | 1.6万股 | -1,618股-9.84% | 减仓 |
 亚马逊AMZN |
| 3.62% | 3.46% | $496.6万 | 2.0万股 | $448.4万 | 2.1万股 | -791股-3.74% | 减仓 |
 CF BANKSHARES INC COMCFBK |
| 3.48% | 3.3% | $477.2万 | 15.1万股 | $427.7万 | 15.1万股 | 00.00% | 持仓不变 |
| AALASKA AIRALK |
| 3.28% | 1.99% | $448.9万 | 9.1万股 | $258.3万 | 6.7万股 | +2.4万股+35.30% | 加仓 |
 摩根大通JPM |
| 2.76% | 2.6% | $377.6万 | 1.1万股 | $337.6万 | 1.1万股 | -143股-1.26% | 减仓 |
 NETFLIXNFLX |
| 2.72% | 3.64% | $372.3万 | 5.1万股 | $472.5万 | 5.0万股 | +1,415股+2.86% | 加仓 |
 ALLY FINLALLY |
| 2.68% | 2.47% | $367.7万 | 8.0万股 | $319.8万 | 8.0万股 | +303股+0.38% | 加仓 |
 Meta平台META |
| 2.58% | 2.32% | $353.8万 | 5,282股 | $301.6万 | 5,149股 | +133股+2.58% | 加仓 |
 CVS健康CVS |
| 2.52% | 1.87% | $345.9万 | 3.3万股 | $243.0万 | 3.3万股 | -147股-0.44% | 减仓 |
 CENTENE DEL COMCNC |
| 2.51% | 1.58% | $344.4万 | 5.2万股 | $205.4万 | 6.1万股 | -9,255股-15.23% | 减仓 |
 苹果AAPL |
| 2.29% | 1.96% | $313.3万 | 9,936股 | $254.5万 | 9,995股 | -59股-0.59% | 减仓 |
 家得宝HD |
| 2.19% | — | $299.5万 | 8,712股 | $0 | 0股 | +8,712股 | 新买入 |
 迪士尼DIS |
| 2.07% | 2.26% | $283.6万 | 3.0万股 | $293.3万 | 3.0万股 | -696股-2.30% | 减仓 |
| PPVHPVH |
| 1.87% | 2% | $255.8万 | 3.2万股 | $259.1万 | 3.4万股 | -1,701股-5.03% | 减仓 |
 CITIZENS CMNTY BANCORP INC MD COMCZWI |
| 1.83% | 2.35% | $251.1万 | 11.0万股 | $304.8万 | 15.1万股 | -4.1万股-27.33% | 减仓 |
 麦当劳MCD |
| 1.79% | 2% | $245.0万 | 8,874股 | $259.1万 | 8,432股 | +442股+5.24% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.59% | 1.63% | $217.7万 | 4,526股 | $211.8万 | 4,436股 | +90股+2.03% | 加仓 |
| C花旗集团C |
| 1.55% | 1.35% | $213.0万 | 1.5万股 | $175.5万 | 1.5万股 | 00.00% | 持仓不变 |
 JAMES FINL GRPBOTJ |
| 1.46% | 2.48% | $200.6万 | 7.9万股 | $322.1万 | 15.7万股 | -7.8万股-49.67% | 减仓 |
 嘉信理财SCHW |
| 1.46% | 1.25% | $199.7万 | 1.9万股 | $162.5万 | 1.7万股 | +2,260股+13.15% | 加仓 |
 FIRST BUSINESS FINL SVCS INC W COMFBIZ |
| 1.37% | 1.32% | $187.5万 | 3.0万股 | $170.8万 | 3.1万股 | -1,167股-3.79% | 减仓 |
 WARNER MUSICWMG |
| 1.35% | 1.25% | $184.5万 | 6.4万股 | $161.7万 | 6.2万股 | +1,100股+1.76% | 加仓 |
| AALPHA TAU MEDICALDRTSW |
| 1.33% | 0.8% | $182.7万 | 14.6万股 | $103.7万 | 14.6万股 | 00.00% | 持仓不变 |
 BRIDGEWATER BANCSHARES INC COMBWB |
| 1.33% | 1.2% | $181.9万 | 8.5万股 | $155.9万 | 8.6万股 | -1,500股-1.74% | 减仓 |
 POSTPOST |
| 1.31% | 1.53% | $179.4万 | 2.1万股 | $198.6万 | 2.0万股 | +600股+2.96% | 加仓 |
| TTHIRD COAST BANCSHARES INC COMTCBX |
| 1.22% | 1% | $166.8万 | 4.2万股 | $129.4万 | 3.3万股 | +8,500股+25.45% | 加仓 |
 FS BANCORP INC COMFSBW |
| 1.2% | 0.98% | $164.2万 | 3.8万股 | $126.9万 | 3.2万股 | +5,520股+17.02% | 加仓 |
| FFIRST UTD CORP COMFUNC |
| 1.2% | 1.07% | $163.9万 | 3.7万股 | $138.6万 | 3.7万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.08% | 1.36% | $147.7万 | 3,925股 | $176.6万 | 4,017股 | -92股-2.29% | 减仓 |
 LENNAR CORP CLASS BLEN |
| 0.98% | 0.97% | $134.2万 | 1.6万股 | $126.4万 | 1.5万股 | +1,050股+6.94% | 加仓 |
 百时美施贵宝BMY |
| 0.9% | 1.04% | $124.0万 | 2.2万股 | $134.5万 | 2.2万股 | -200股-0.92% | 减仓 |
| KKINGSTONE COS INC COMKINS |
| 0.81% | 0.63% | $111.6万 | 5.5万股 | $81.7万 | 5.5万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.8% | 0.69% | $110.0万 | 3.7万股 | $90.0万 | 3.5万股 | +2,325股+6.70% | 加仓 |
| KKELLY SVCS INC CL AKELYA |
| 0.8% | 0.19% | $109.9万 | 8.1万股 | $24.6万 | 2.8万股 | +5.3万股+190.32% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 0.79% | 0.74% | $107.9万 | 3.7万股 | $95.5万 | 3.7万股 | 00.00% | 持仓不变 |
| QQCRQCRH |
| 0.76% | 0.72% | $103.8万 | 1.1万股 | $94.0万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.72% | 0.68% | $99.0万 | 3.6万股 | $87.8万 | 3.5万股 | +1,205股+3.47% | 加仓 |
 NAVIENTNAVI |
| 0.67% | 0.12% | $92.2万 | 11.1万股 | $15.9万 | 1.9万股 | +9.2万股+483.27% | 加仓 |
 CALERES INC COMCAL |
| 0.65% | 0.8% | $89.5万 | 7.6万股 | $104.4万 | 9.4万股 | -1.8万股-19.40% | 减仓 |
 太平洋煤电PCG |
| 0.64% | 0.42% | $87.6万 | 5.1万股 | $54.5万 | 3.1万股 | +2.0万股+65.54% | 加仓 |
| FFIFTH DIST BANCORP I EQUCLASS EQUITYFDSB |
| 0.63% | — | $86.9万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 HOMETRUST BANCSHARES INC COMHTB |
| 0.6% | 0.57% | $82.5万 | 1.7万股 | $73.9万 | 1.7万股 | 00.00% | 持仓不变 |
 NORTHEAST BK PORTLAND MENBN |
| 0.6% | 0.56% | $82.3万 | 6,254股 | $73.1万 | 6,340股 | -86股-1.36% | 减仓 |
| SSKYX PLATFORMS CORP COMSKYX |
| 0.59% | 0.48% | $80.8万 | 63.4万股 | $62.8万 | 53.0万股 | +10.5万股+19.74% | 加仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.57% | 0.52% | $77.9万 | 4,240股 | $68.0万 | 4,240股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.53% | 0.51% | $72.5万 | 1,050股 | $65.7万 | 1,050股 | 00.00% | 持仓不变 |
| CCOMMERCIAL BANCGROUP INC COMCBK |
| 0.52% | 0.32% | $71.2万 | 2.2万股 | $42.0万 | 1.6万股 | +6,000股+38.71% | 加仓 |
 USCB FINANCIAL HOLDINGS INC CLASS A COMUSCB |
| 0.51% | 0.51% | $69.9万 | 3.5万股 | $65.8万 | 3.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.46% | $67.7万 | 897股 | $59.0万 | 897股 | 00.00% | 持仓不变 |
 MERCANTILE BKMBWM |
| 0.49% | 0.49% | $67.4万 | 1.2万股 | $63.2万 | 1.2万股 | -404股-3.30% | 减仓 |
