| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 4.12% | 3.9% | $1.84亿 | 14.6万股 | $1.78亿 | 14.9万股 | -2,896股-1.94% | 减仓 |
| W富国银行WFC |
| 3.96% | 0.38% | $1.77亿 | 15.2万股 | $1,721.1万 | 14.8万股 | +3,858股+2.60% | 加仓 |
 优步UBER |
| 3.28% | 3.14% | $1.46亿 | 1.22亿股 | $1.43亿 | 1.19亿股 | +336.8万股+2.84% | 加仓 |
| DDOORDASHDASH |
| 3.12% | — | $1.39亿 | 1.41亿股 | $0 | 0股 | +1.41亿股 | 新买入 |
 NextEra Energy,NEE |
| 2.35% | — | $1.05亿 | 195.4万股 | $0 | 0股 | +195.4万股 | 新买入 |
 CMS能源CMS |
| 2.07% | 1.86% | $9,230.4万 | 8,224.0万股 | $8,501.8万 | 7,423.1万股 | +800.9万股+10.79% | 加仓 |
| PPPL CAPITAL FUNDING, INC. |
| 2.05% | 1.81% | $9,167.2万 | 8,008.3万股 | $8,270.1万 | 7,044.2万股 | +964.1万股+13.69% | 加仓 |
 Global PaymentsGPN |
| 1.91% | 1.94% | $8,513.8万 | 9,407.5万股 | $8,867.1万 | 1.00亿股 | -619.7万股-6.18% | 减仓 |
 谷歌AGOOGL |
| 1.85% | — | $8,269.6万 | 163.9万股 | $0 | 0股 | +163.9万股 | 新买入 |
| A阿卡迈AKAM |
| 1.85% | — | $8,244.2万 | 5,642.6万股 | $0 | 0股 | +5,642.6万股 | 新买入 |
| KKKR & COMKKR |
| 1.84% | 1.81% | $8,197.6万 | 205.6万股 | $8,253.9万 | 204.5万股 | +1.1万股+0.54% | 加仓 |
 西部数据WDC |
| 1.7% | 0.86% | $7,605.9万 | 451.3万股 | $3,946.0万 | 550.1万股 | -98.8万股-17.96% | 减仓 |
| AAEROVIRONMENTAVAV |
| 1.63% | 1.23% | $7,252.3万 | 7,587.1万股 | $5,617.4万 | 5,726.2万股 | +1,860.9万股+32.50% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.49% | 1.68% | $6,635.5万 | 108.9万股 | $7,670.6万 | 130.3万股 | -21.5万股-16.46% | 减仓 |
 SnowflakeSNOW |
| 1.43% | 0.84% | $6,392.9万 | 3,610.6万股 | $3,821.7万 | 3,118.2万股 | +492.4万股+15.79% | 加仓 |
 谷歌AGOOGL |
| 1.43% | — | $6,389.4万 | 126.8万股 | $0 | 0股 | +126.8万股 | 新买入 |
 南方电力SO |
| 1.36% | 1.27% | $6,082.2万 | 121.5万股 | $5,806.5万 | 112.1万股 | +9.4万股+8.39% | 加仓 |
 Boeing/TheBA |
| 1.35% | 1.23% | $6,021.3万 | 88.7万股 | $5,635.4万 | 86.7万股 | +2.0万股+2.33% | 加仓 |
| TTETRA TECH NEWTTEK |
| 1.28% | 0.92% | $5,718.9万 | 5,381.2万股 | $4,189.7万 | 3,982.5万股 | +1,398.7万股+35.12% | 加仓 |
| IIRHYTHM TECHNOLOGIESIRTC |
| 1.18% | — | $5,246.9万 | 4,741.9万股 | $0 | 0股 | +4,741.9万股 | 新买入 |
| NNextEra Energy Capital Holdings IncNEE |
| 1.15% | 1.07% | $5,149.3万 | 3,887.7万股 | $4,885.7万 | 3,511.7万股 | +376.0万股+10.71% | 加仓 |
 Cloudflare, Inc.NET |
| 1.13% | — | $5,021.8万 | 3,963.5万股 | $0 | 0股 | +3,963.5万股 | 新买入 |
 第一能源FE |
| 1.12% | — | $5,011.0万 | 4,437.2万股 | $0 | 0股 | +4,437.2万股 | 新买入 |
| MMERITAGE HOMESMTH |
| 1.12% | 1.13% | $5,008.8万 | 4,826.7万股 | $5,149.9万 | 5,284.1万股 | -457.4万股-8.66% | 减仓 |
 CenterPoint能源CNP |
| 1.12% | 1.08% | $4,977.0万 | 4,076.8万股 | $4,914.1万 | 4,116.8万股 | -40.0万股-0.97% | 减仓 |
 WEC能源WEC |
| 1.09% | 0.91% | $4,879.7万 | 3,922.9万股 | $4,138.0万 | 3,302.9万股 | +620.0万股+18.77% | 加仓 |
 甲骨文ORCL |
| 1.07% | — | $4,763.8万 | 105.6万股 | $0 | 0股 | +105.6万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.04% | 0.95% | $4,649.8万 | 60.4万股 | $4,345.3万 | 76.1万股 | -15.7万股-20.64% | 减仓 |
| SSOUTHERN/THESO |
| 1.01% | 1.06% | $4,489.9万 | 4,064.2万股 | $4,819.1万 | 4,282.5万股 | -218.3万股-5.10% | 减仓 |
| RRivianRIVN |
| 1% | 0.74% | $4,472.8万 | 4,159.3万股 | $3,385.9万 | 3,465.9万股 | +693.4万股+20.01% | 加仓 |
 Super Micro Computer, Inc.SMCI |
| 0.99% | 0.96% | $4,402.0万 | 4,702.1万股 | $4,374.5万 | 5,449.2万股 | -747.1万股-13.71% | 减仓 |
| PPG&E CorporationPCG |
| 0.98% | 1.03% | $4,383.3万 | 4,268.9万股 | $4,687.7万 | 4,462.8万股 | -193.9万股-4.34% | 减仓 |
 AffirmAFRM |
| 0.93% | 1.37% | $4,138.8万 | 3,537.2万股 | $6,237.2万 | 6,631.8万股 | -3,094.6万股-46.66% | 减仓 |
| MMarriott Vacations Worldwide CorpVAC |
| 0.86% | 0.83% | $3,830.3万 | 3,888.8万股 | $3,808.4万 | 3,917.8万股 | -29.0万股-0.74% | 减仓 |
 StrategyMSTR |
| 0.8% | 0.61% | $3,577.9万 | 3,872.3万股 | $2,788.4万 | 2,893.6万股 | +978.7万股+33.82% | 加仓 |
 Ares管理ARES |
| 0.8% | 0.76% | $3,557.3万 | 93.9万股 | $3,472.0万 | 93.3万股 | +6,000股+0.64% | 加仓 |
| NNCL |
| 0.79% | — | $3,520.8万 | 3,148.9万股 | $0 | 0股 | +3,148.9万股 | 新买入 |
 Microchip Technology IncorporatedMCHP |
| 0.78% | 0.1% | $3,497.5万 | 3,172.3万股 | $434.7万 | 437.7万股 | +2,734.6万股+624.77% | 加仓 |
| AAlphatec,ATEC |
| 0.76% | — | $3,369.3万 | 3,510.8万股 | $0 | 0股 | +3,510.8万股 | 新买入 |
 CoinbaseCOIN |
| 0.74% | 0.28% | $3,314.2万 | 3,688.1万股 | $1,295.2万 | 1,392.3万股 | +2,295.8万股+164.89% | 加仓 |
| PPARSONS DELPSN |
| 0.74% | 0.7% | $3,310.7万 | 3,327.2万股 | $3,217.4万 | 3,254.2万股 | +73.0万股+2.24% | 加仓 |
 PPL COMPPL |
| 0.73% | — | $3,273.5万 | 67.0万股 | $0 | 0股 | +67.0万股 | 新买入 |
| GGuidewire SoftwareGWRE |
| 0.71% | 0.84% | $3,167.5万 | 3,283.8万股 | $3,856.1万 | 3,843.3万股 | -559.5万股-14.56% | 减仓 |
| SSUNRUNRUN |
| 0.69% | 0.64% | $3,078.4万 | 2,564.9万股 | $2,921.5万 | 2,436.7万股 | +128.2万股+5.26% | 加仓 |
| RRBB FUND TRUSTACVT |
| 0.67% | 0.62% | $3,008.0万 | 107.6万股 | $2,818.9万 | 108.4万股 | -7,100股-0.66% | 减仓 |
 DraftKings Holdings IncDKNG |
| 0.65% | 0.65% | $2,912.8万 | 3,127.7万股 | $2,945.2万 | 3,265.2万股 | -137.5万股-4.21% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 4.88% | $2,875.1万 | 3.9万股 | $2.23亿 | 34.3万股 | -30.4万股-88.76% | 减仓 |
| GGameStopGME |
| 0.64% | — | $2,867.2万 | 2,816.5万股 | $0 | 0股 | +2,816.5万股 | 新买入 |
 超微电脑SMCI |
| 0.62% | — | $2,755.0万 | 3,099.2万股 | $0 | 0股 | +3,099.2万股 | 新买入 |
 DatadogDDOG |
| 0.58% | 1.67% | $2,609.1万 | 1,832.2万股 | $7,637.5万 | 7,871.7万股 | -6,039.5万股-76.72% | 减仓 |
