| MMASTECMTZ |
| 19.27% | 18.1% | $5,446.6万 | 13.1万股 | $4,655.2万 | 14.5万股 | -1.4万股-9.52% | 减仓 |
 联合太平洋铁路UNP |
| 9.79% | 9.6% | $2,767.3万 | 10.2万股 | $2,468.4万 | 10.2万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 9.02% | 6.67% | $2,548.7万 | 31.6万股 | $1,715.3万 | 6.0万股 | +25.7万股+429.60% | 加仓 |
| V先锋领航·SMALLVBR |
| 8.97% | 6.62% | $2,535.2万 | 10.4万股 | $1,703.4万 | 7.8万股 | +2.6万股+33.07% | 加仓 |
| DDOORDASHDASH |
| 8.74% | — | $2,469.1万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
| IiShares安硕信托IEFA |
| 8.01% | 14.03% | $2,264.6万 | 23.4万股 | $3,607.0万 | 39.8万股 | -16.4万股-41.15% | 减仓 |
 FIRST SOLAR COMFSLR |
| 7.4% | — | $2,092.6万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| CCRHCRH |
| 6.94% | 7.49% | $1,960.4万 | 18.3万股 | $1,925.9万 | 18.3万股 | 00.00% | 持仓不变 |
| CCOEUR MNGCDE |
| 6.51% | — | $1,839.2万 | 112.7万股 | $0 | 0股 | +112.7万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 6.05% | 6.02% | $1,709.7万 | 108.6万股 | $1,546.9万 | 108.6万股 | 00.00% | 持仓不变 |
 ZILLOW CL AZ |
| 3.88% | 5.6% | $1,097.8万 | 34.8万股 | $1,441.3万 | 34.8万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 3.29% | 1.12% | $928.9万 | 1.2万股 | $286.9万 | 4,411股 | +8,028股+182.00% | 加仓 |
 LEGALZOOM COMLZ |
| 1.99% | 2.02% | $562.3万 | 91.7万股 | $520.1万 | 91.7万股 | 00.00% | 持仓不变 |
| NNAUTILUS BIOTECHNOLOGY INC COMNAUT |
| 0.13% | 0.3% | $37.4万 | 20.0万股 | $77.6万 | 20.0万股 | 00.00% | 持仓不变 |
