| SSOMNIGROUP INTERNATIONAL COMSGI |
| 10.79% | 10.09% | $2,781.8万 | 35.5万股 | $2,622.9万 | 35.5万股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 10.52% | 10.21% | $2,711.8万 | 36.5万股 | $2,654.9万 | 36.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 10.37% | 8.35% | $2,673.0万 | 7.6万股 | $2,170.2万 | 7.6万股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 7.61% | 7.46% | $1,961.6万 | 20.2万股 | $1,940.0万 | 20.2万股 | 00.00% | 持仓不变 |
| HHF SINCLAIRDINO |
| 5.66% | 5.03% | $1,459.9万 | 21.0万股 | $1,307.7万 | 21.0万股 | 00.00% | 持仓不变 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 5.33% | 3.07% | $1,373.1万 | 25.0万股 | $797.1万 | 28.7万股 | -3.7万股-12.88% | 减仓 |
| RRINGCENTRALRNG |
| 5.17% | 4.89% | $1,333.1万 | 34.2万股 | $1,271.9万 | 34.2万股 | 00.00% | 持仓不变 |
| RRENTOKIL INITIALRTO |
| 4.17% | 4.55% | $1,075.4万 | 37.6万股 | $1,183.3万 | 37.6万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 3.69% | 4.31% | $951.1万 | 33.7万股 | $1,120.1万 | 33.7万股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 3.61% | 3.6% | $929.4万 | 6.9万股 | $934.7万 | 6.9万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 3.41% | 4.07% | $878.8万 | 2.0万股 | $1,058.6万 | 2.7万股 | -7,000股-26.22% | 减仓 |
 Meta平台META |
| 3.38% | 3.4% | $871.1万 | 1.5万股 | $884.7万 | 1.5万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 2.96% | 2.14% | $763.8万 | 15.6万股 | $556.4万 | 10.0万股 | +5.6万股+56.16% | 加仓 |
 FLUTTER ENTMTFLUT |
| 2.34% | 1.96% | $602.2万 | 5.9万股 | $509.1万 | 5.0万股 | +9,000股+18.02% | 加仓 |
 PAYPAL COMPYPL |
| 2.33% | 2.42% | $599.8万 | 13.9万股 | $628.3万 | 13.9万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 2.3% | 4.1% | $593.6万 | 6.8万股 | $1,066.6万 | 11.8万股 | -5.0万股-42.14% | 减仓 |
 Elevance健康ELV |
| 2.3% | 1.72% | $591.7万 | 1.5万股 | $447.9万 | 1.5万股 | 00.00% | 持仓不变 |
| CCEVACEVA |
| 2.21% | 1.62% | $568.8万 | 12.1万股 | $420.3万 | 22.5万股 | -10.4万股-46.40% | 减仓 |
| CCELLEBRITE DICLBT |
| 2.06% | 1.93% | $530.1万 | 36.3万股 | $500.4万 | 36.3万股 | 00.00% | 持仓不变 |
| N纳斯达克NDAQ |
| 1.68% | 2.06% | $433.8万 | 5.5万股 | $535.1万 | 6.3万股 | -8,000股-12.69% | 减仓 |
 CF INDSCF |
| 1.68% | 2% | $433.0万 | 4.0万股 | $519.4万 | 4.0万股 | 00.00% | 持仓不变 |
 QorvoQRVO |
| 1.32% | 1.09% | $341.1万 | 3.7万股 | $283.1万 | 3.7万股 | 00.00% | 持仓不变 |
| MMARKETAXESSMKTX |
| 1.27% | 1.83% | $327.2万 | 2.9万股 | $475.6万 | 2.9万股 | 00.00% | 持仓不变 |
| GGRAYSCALE ETHEREUM STAKING EETHE |
| 1.25% | 1.65% | $321.1万 | 25.2万股 | $429.6万 | 25.2万股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 1.11% | 3.77% | $286.7万 | 2.8万股 | $979.7万 | 9.0万股 | -6.2万股-68.79% | 减仓 |
 ServiceNowNOW |
| 0.62% | — | $158.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.49% | 0.64% | $125.2万 | 10.5万股 | $166.7万 | 10.5万股 | 00.00% | 持仓不变 |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.24% | 0.31% | $61.9万 | 4.1万股 | $81.8万 | 4.1万股 | 00.00% | 持仓不变 |
| AALIGHTALITEUR |
| 0.12% | 0.12% | $30.8万 | 55.0万股 | $32.0万 | 55.0万股 | 00.00% | 持仓不变 |
