 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 14.86% | 14.48% | $2,277.2万 | 26.2万股 | $1,826.0万 | 27.2万股 | -1.1万股-3.90% | 减仓 |
| RRIMINI STR INC DEL COMRMNI |
| 11.19% | 10.3% | $1,714.3万 | 402.4万股 | $1,298.4万 | 395.9万股 | +6.5万股+1.65% | 加仓 |
 PAR TECHNOLOGYPAR |
| 9.94% | 9.11% | $1,522.5万 | 87.4万股 | $1,149.6万 | 86.2万股 | +1.2万股+1.34% | 加仓 |
| PPEOPLE INCPPLI |
| 9.47% | 9.98% | $1,450.4万 | 31.4万股 | $1,258.7万 | 31.4万股 | -242股-0.08% | 减仓 |
 BREAD FINANCIALBFH |
| 6.9% | 5.85% | $1,056.7万 | 9.8万股 | $737.9万 | 9.9万股 | -1,008股-1.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 6.14% | 7.12% | $940.1万 | 1.9万股 | $898.4万 | 1.9万股 | +40股+0.21% | 加仓 |
| EEXTREME NETWORKSEXTR |
| 4.72% | 2.66% | $723.9万 | 22.4万股 | $335.8万 | 22.3万股 | +948股+0.43% | 加仓 |
| Q高通QCOM |
| 4.3% | 5.37% | $659.4万 | 3.6万股 | $676.7万 | 5.3万股 | -1.7万股-32.08% | 减仓 |
 ROCKET COS COM CL ARKT |
| 2.49% | 1.75% | $382.2万 | 24.3万股 | $220.9万 | 15.5万股 | +8.8万股+56.59% | 加仓 |
| GGitLabGTLB |
| 2.48% | 1.09% | $380.2万 | 12.5万股 | $137.4万 | 6.3万股 | +6.1万股+96.19% | 加仓 |
 强生JNJ |
| 2.48% | 2.89% | $379.3万 | 1.5万股 | $364.3万 | 1.5万股 | +33股+0.22% | 加仓 |
| TTHRYV HLDGS INC COM NEWTHRY |
| 2.45% | 2.01% | $375.4万 | 95.3万股 | $253.1万 | 92.4万股 | +2.9万股+3.17% | 加仓 |
 德康医疗DXCM |
| 2.24% | 2.5% | $343.9万 | 5.1万股 | $315.7万 | 5.0万股 | +783股+1.56% | 加仓 |
| FFiservFISV |
| 2.14% | 2.97% | $328.4万 | 6.7万股 | $374.2万 | 6.7万股 | -116股-0.17% | 减仓 |
 ServiceNowNOW |
| 1.75% | 1.03% | $268.6万 | 2.7万股 | $130.5万 | 1.2万股 | +1.5万股+116.75% | 加仓 |
 CloudflareNET |
| 1.69% | 1.68% | $258.4万 | 1.1万股 | $212.2万 | 1.0万股 | +248股+2.41% | 加仓 |
| WWIX COM SHSWIX |
| 1.61% | 3.44% | $247.4万 | 5.5万股 | $433.8万 | 4.8万股 | +6,369股+13.22% | 加仓 |
 辉瑞PFE |
| 1.59% | 2.26% | $243.5万 | 10.1万股 | $284.8万 | 10.1万股 | -307股-0.30% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.07% | 0.93% | $163.3万 | 6,476股 | $117.5万 | 6,476股 | 00.00% | 持仓不变 |
 WEST PHARMACEUTICAL SVSCWST |
| 1.01% | 0.87% | $155.4万 | 4,329股 | $109.6万 | 4,372股 | -43股-0.98% | 减仓 |
 埃克森美孚XOM |
| 0.9% | 1.36% | $137.8万 | 1.0万股 | $170.9万 | 1.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.84% | 1.02% | $129.4万 | 3,468股 | $128.2万 | 3,463股 | +5股+0.14% | 加仓 |
 艾伯维ABBV |
| 0.81% | 0.85% | $124.4万 | 4,945股 | $107.8万 | 4,958股 | -13股-0.26% | 减仓 |
 通用动力GD |
| 0.73% | 0.86% | $111.4万 | 3,144股 | $107.9万 | 3,144股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.62% | 0.58% | $95.2万 | 794股 | $73.0万 | 794股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.55% | 0.7% | $84.8万 | 2,693股 | $88.5万 | 2,693股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.47% | 0.46% | $71.5万 | 2,000股 | $57.5万 | 2,000股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.45% | $70.7万 | 2,000股 | $57.4万 | 2,000股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.43% | 0.47% | $65.5万 | 2,000股 | $58.8万 | 2,000股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.38% | 0.53% | $58.6万 | 2,168股 | $67.4万 | 2,168股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.36% | 0.38% | $54.5万 | 1,882股 | $47.8万 | 1,882股 | 00.00% | 持仓不变 |
 Roper科技ROP |
| 0.34% | 0.39% | $51.5万 | 1,523股 | $49.7万 | 1,405股 | +118股+8.40% | 加仓 |
 雅培ABT |
| 0.3% | 0.41% | $45.2万 | 4,984股 | $51.2万 | 4,984股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.27% | 0.27% | $41.4万 | 2,860股 | $33.9万 | 2,860股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.26% | 0.36% | $39.9万 | 2,950股 | $45.8万 | 2,950股 | 00.00% | 持仓不变 |
| CCELLEBRITE DICLBT |
| 0.25% | 0.2% | $37.6万 | 2.6万股 | $24.8万 | 1.8万股 | +7,755股+43.02% | 加仓 |
 AMGEN COMAMGN |
| 0.24% | 0.28% | $36.2万 | 1,000股 | $35.2万 | 1,000股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.23% | 0.26% | $35.8万 | 1,015股 | $33.4万 | 1,015股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.21% | 0.24% | $32.5万 | 4,000股 | $30.4万 | 4,000股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.19% | 0.21% | $28.6万 | 2,000股 | $26.2万 | 2,000股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.18% | 0.19% | $28.1万 | 1,177股 | $24.5万 | 1,177股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.17% | 0.19% | $26.1万 | 2,850股 | $24.3万 | 2,850股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.15% | 0.18% | $23.5万 | 1,600股 | $23.1万 | 1,600股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 0.14% | — | $22.0万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
