 DANAHER DEL COMDHR |
| 22.78% | 22.3% | $3,983.6万 | 18.5万股 | $3,983.6万 | 18.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 8.82% | 8.63% | $1,542.0万 | 13.3万股 | $1,542.0万 | 13.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 8.58% | 8.4% | $1,500.1万 | 4,764股 | $1,500.1万 | 4,764股 | 00.00% | 持仓不变 |
 微软MSFT |
| 7.49% | 7.33% | $1,310.2万 | 6.2万股 | $1,310.2万 | 6.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 4.88% | 4.78% | $854.1万 | 3.3万股 | $854.1万 | 3.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 4.42% | 4.33% | $773.6万 | 5,264股 | $773.6万 | 5,264股 | 00.00% | 持仓不变 |
 OLIN CORP COM PAR $1OLN |
| 4.04% | 1.96% | $706.2万 | 28.2万股 | $349.7万 | 28.2万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 3.84% | 3.76% | $671.3万 | 3.8万股 | $671.3万 | 3.8万股 | 00.00% | 持仓不变 |
| DDISH NETWORK |
| 3.7% | 3.62% | $646.5万 | 700.0万股 | $646.5万 | 700.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 3.57% | 3.5% | $625.0万 | 2.9万股 | $625.0万 | 2.9万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 3.03% | 2.97% | $530.0万 | 2.7万股 | $530.0万 | 2.7万股 | 00.00% | 持仓不变 |
| NNAVISTAR INTL CORP NEWNAV |
| 2.83% | 2.77% | $495.0万 | 11.4万股 | $495.0万 | 11.4万股 | 00.00% | 持仓不变 |
 MANCHESTER UTD NEWMANU |
| 2.66% | 2.6% | $465.3万 | 32.0万股 | $465.3万 | 32.0万股 | 00.00% | 持仓不变 |
| VVODAFONE NEWVOD |
| 2.19% | 2.14% | $382.5万 | 28.5万股 | $382.5万 | 28.5万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 2.13% | 5.59% | $372.2万 | 3.0万股 | $998.8万 | 8.1万股 | -5.1万股-62.73% | 减仓 |
 万事达MA |
| 2.13% | 2.08% | $372.0万 | 1.1万股 | $372.0万 | 1.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.93% | 1.89% | $337.9万 | 1.7万股 | $337.9万 | 1.7万股 | 00.00% | 持仓不变 |
 富达·NATL INFORMATION SVCS COMFIS |
| 1.85% | 1.81% | $324.0万 | 2.2万股 | $324.0万 | 2.2万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 1.78% | 1.75% | $311.8万 | 18.0万股 | $311.8万 | 18.0万股 | 00.00% | 持仓不变 |
| KKRATON CORP COM |
| 1.73% | 1.7% | $302.9万 | 17.0万股 | $302.9万 | 17.0万股 | 00.00% | 持仓不变 |
| WWYNDHAM HOTELS & RESORTSWH |
| 1.43% | 1.4% | $249.5万 | 4.9万股 | $249.5万 | 4.9万股 | 00.00% | 持仓不变 |
| AARRAY DIGITAL INFRASTRUCTUREAD |
| 0.91% | 0.89% | $159.5万 | 5.4万股 | $159.5万 | 5.4万股 | 00.00% | 持仓不变 |
| DDANADAN |
| 0.9% | 0.88% | $157.6万 | 12.8万股 | $157.6万 | 12.8万股 | 00.00% | 持仓不变 |
 达美航空DAL |
| 0.79% | 1.37% | $137.6万 | 4.5万股 | $244.6万 | 8.0万股 | -3.5万股-43.75% | 减仓 |
| IISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETFIDNA |
| 0.78% | 0.76% | $136.4万 | 3.5万股 | $136.4万 | 3.5万股 | 00.00% | 持仓不变 |
| LLiberty Media Corp Srs A Sirius XM |
| 0.44% | 0.43% | $77.0万 | 2.3万股 | $77.0万 | 2.3万股 | 00.00% | 持仓不变 |
| DDAUCHDCH |
| 0.33% | 0.32% | $57.7万 | 10.0万股 | $57.7万 | 10.0万股 | 00.00% | 持仓不变 |
| LLiberty Media Corp Srs C Sirius XM |
| 0.04% | 0.04% | $7.5万 | 2,282股 | $7.5万 | 2,282股 | 00.00% | 持仓不变 |
