 西部数据WDC |
| 3.42% | 2.11% | $445.5万 | 6,975股 | $212.8万 | 7,869股 | -894股-11.36% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.14% | 1.55% | $409.4万 | 8,181股 | $156.3万 | 3,262股 | +4,919股+150.80% | 加仓 |
 谷歌AGOOGL |
| 2.52% | 2.56% | $328.1万 | 9,180股 | $257.9万 | 8,967股 | +213股+2.38% | 加仓 |
 礼来LLY |
| 2.37% | 1.02% | $309.1万 | 2,577股 | $103.1万 | 1,121股 | +1,456股+129.88% | 加仓 |
 博通AVGO |
| 2.32% | 2.48% | $302.0万 | 7,994股 | $250.0万 | 8,077股 | -83股-1.03% | 减仓 |
 卡特彼勒CAT |
| 1.94% | 1.62% | $252.2万 | 2,368股 | $163.8万 | 2,312股 | +56股+2.42% | 加仓 |
 台积电TSM |
| 1.78% | 1.59% | $231.2万 | 4,842股 | $160.5万 | 4,748股 | +94股+1.98% | 加仓 |
 VertivVRT |
| 1.7% | 1.65% | $221.3万 | 6,609股 | $166.7万 | 6,651股 | -42股-0.63% | 减仓 |
 PAN AMERN SILVERPAAS |
| 1.54% | 2.43% | $200.6万 | 4.5万股 | $245.1万 | 4.5万股 | -83股-0.19% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 1.47% | 1.59% | $190.9万 | 7,100股 | $160.1万 | 6,945股 | +155股+2.23% | 加仓 |
 英伟达NVDA |
| 1.44% | 1.52% | $187.5万 | 9,370股 | $153.4万 | 8,798股 | +572股+6.50% | 加仓 |
 GE VernovaGEV |
| 1.42% | 1.2% | $184.5万 | 1,570股 | $120.9万 | 1,385股 | +185股+13.36% | 加仓 |
 泛林集团LRCX |
| 1.4% | 0.83% | $182.8万 | 4,219股 | $83.6万 | 3,912股 | +307股+7.85% | 加仓 |
 苹果AAPL |
| 1.4% | 1.56% | $182.7万 | 6,314股 | $156.8万 | 6,178股 | +136股+2.20% | 加仓 |
 帕兰提尔PLTR |
| 1.35% | 2.26% | $176.4万 | 1.5万股 | $228.2万 | 1.6万股 | -479股-3.07% | 减仓 |
 ROYAL GOLD COMRGLD |
| 1.28% | 2.05% | $166.9万 | 8,359股 | $206.6万 | 8,119股 | +240股+2.96% | 加仓 |
 伊顿ETN |
| 1.21% | 1.21% | $157.4万 | 3,694股 | $122.3万 | 3,418股 | +276股+8.07% | 加仓 |
 阿斯麦ASML |
| 1.2% | 0.83% | $156.8万 | 788股 | $83.6万 | 633股 | +155股+24.49% | 加仓 |
 沃尔玛WMT |
| 1.19% | 1.66% | $155.5万 | 1.4万股 | $167.2万 | 1.3万股 | +277股+2.06% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.19% | 0.59% | $154.4万 | 3,578股 | $59.5万 | 3,626股 | -48股-1.32% | 减仓 |
 亚马逊AMZN |
| 1.18% | 1.19% | $153.4万 | 6,436股 | $120.4万 | 5,782股 | +654股+11.31% | 加仓 |
 UNITED RENTALSURI |
| 1.17% | 0.97% | $152.6万 | 1,347股 | $98.1万 | 1,347股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.17% | 1.41% | $151.9万 | 4,073股 | $142.4万 | 3,847股 | +226股+5.87% | 加仓 |
 派克汉尼汾PH |
| 1.11% | 1.24% | $145.0万 | 1,482股 | $124.8万 | 1,394股 | +88股+6.31% | 加仓 |
 迈威尔MRVL |
| 1.09% | 0.43% | $141.3万 | 4,745股 | $43.7万 | 4,411股 | +334股+7.57% | 加仓 |
 Arm控股ARM |
| 1.08% | 0.51% | $140.1万 | 3,951股 | $51.0万 | 3,373股 | +578股+17.14% | 加仓 |
| MMUELLER INDSMLI |
| 1.07% | 1.21% | $140.0万 | 1.1万股 | $122.2万 | 1.1万股 | +353股+3.20% | 加仓 |
 好市多COST |
| 1.07% | 1.4% | $139.9万 | 1,496股 | $141.6万 | 1,421股 | +75股+5.28% | 加仓 |
 CHURCHILL DOWNSCHDN |
| 1.05% | — | $136.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.04% | 0.66% | $135.3万 | 1,612股 | $66.1万 | 1,624股 | -12股-0.74% | 减仓 |
 美光科技MU |
| 1.03% | 0.38% | $133.6万 | 1,157股 | $37.9万 | 1,122股 | +35股+3.12% | 加仓 |
| IiShares安硕信托SGOV |
| 1% | — | $130.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 阿格尼科鹰矿AEM |
| 0.91% | 1.54% | $118.4万 | 7,633股 | $155.5万 | 7,661股 | -28股-0.37% | 减仓 |
 Arista网络ANET |
| 0.91% | 0.81% | $118.2万 | 6,960股 | $81.7万 | 6,653股 | +307股+4.61% | 加仓 |
 应用材料AMAT |
| 0.9% | 0.38% | $116.6万 | 1,613股 | $38.3万 | 1,121股 | +492股+43.89% | 加仓 |
 VistraVST |
| 0.87% | 1.07% | $113.7万 | 7,170股 | $108.4万 | 7,209股 | -39股-0.54% | 减仓 |
 GE航空GE |
| 0.87% | 0.7% | $113.7万 | 3,043股 | $70.4万 | 2,480股 | +563股+22.70% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.87% | 0.65% | $113.6万 | 1,842股 | $65.4万 | 1,659股 | +183股+11.03% | 加仓 |
 TECHNIPFMC COMFTI |
| 0.85% | 1.15% | $111.3万 | 1.7万股 | $115.7万 | 1.7万股 | +57股+0.34% | 加仓 |
 QUANTA SVCSPWR |
| 0.84% | 0.77% | $110.0万 | 1,528股 | $77.1万 | 1,405股 | +123股+8.75% | 加仓 |
 RobinhoodHOOD |
| 0.8% | 0.73% | $104.1万 | 1.0万股 | $73.9万 | 1.1万股 | -286股-2.68% | 减仓 |
 罗克韦尔自动化ROK |
| 0.8% | 0.7% | $103.6万 | 2,093股 | $71.0万 | 1,979股 | +114股+5.76% | 加仓 |
 天弘CLS |
| 0.78% | 0.74% | $101.3万 | 2,777股 | $74.4万 | 2,640股 | +137股+5.19% | 加仓 |
 CienaCIEN |
| 0.78% | 0.75% | $101.2万 | 2,063股 | $75.9万 | 1,955股 | +108股+5.52% | 加仓 |
 HEICOHEI |
| 0.78% | 0.72% | $100.9万 | 2,834股 | $73.1万 | 2,665股 | +169股+6.34% | 加仓 |
 Meta平台META |
| 0.77% | 1% | $100.4万 | 1,783股 | $100.4万 | 1,755股 | +28股+1.60% | 加仓 |
 科磊KLAC |
| 0.75% | 0.65% | $98.3万 | 3,257股 | $65.7万 | 446股 | +2,811股+630.27% | 加仓 |
 星座能源CEG |
| 0.72% | 1.06% | $93.8万 | 3,775股 | $106.6万 | 3,818股 | -43股-1.13% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.37% | $93.2万 | 2,848股 | $37.6万 | 1,278股 | +1,570股+122.85% | 加仓 |
 威廉姆斯WMB |
| 0.71% | 0.89% | $92.1万 | 1.2万股 | $89.8万 | 1.2万股 | +58股+0.47% | 加仓 |
