 QUANTA SVCSPWR |
| 42.25% | 47.66% | $33.99亿 | 472.1万股 | $27.49亿 | 500.8万股 | -28.7万股-5.73% | 减仓 |
| DDYCOM INDSDY |
| 27.92% | 24.16% | $22.46亿 | 444.3万股 | $13.94亿 | 411.3万股 | +33.0万股+8.02% | 加仓 |
| MMASTECMTZ |
| 19.02% | 19.96% | $15.30亿 | 367.8万股 | $11.51亿 | 357.8万股 | +10.0万股+2.79% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.5% | — | $5.23亿 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
 自由港麦克莫兰FCX |
| 3.06% | 3.38% | $2.46亿 | 391.7万股 | $1.95亿 | 331.7万股 | +60.0万股+18.09% | 加仓 |
| AAMC ENTMT HLDGS INC CLASS AAMC |
| 0.76% | 0.05% | $6,080.0万 | 3,200.0万股 | $294.0万 | 300.0万股 | +2,900.0万股+966.67% | 加仓 |
| CCINEMARKCNK |
| 0.47% | — | $3,813.7万 | 120.2万股 | $0 | 0股 | +120.2万股 | 新买入 |
 谷歌AGOOGL |
| 0.01% | 0.01% | $64.3万 | 1,800股 | $51.8万 | 1,800股 | 00.00% | 持仓不变 |
