 英伟达NVDA |
| 13.79% | 13.33% | $4,172.8万 | 20.9万股 | $3,603.4万 | 20.7万股 | +1,932股+0.94% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 8.26% | 10.46% | $2,500.4万 | 5.7万股 | $2,826.2万 | 6.0万股 | -2,420股-4.06% | 减仓 |
 苹果AAPL |
| 6.44% | 6.31% | $1,948.9万 | 6.7万股 | $1,704.7万 | 6.7万股 | +181股+0.27% | 加仓 |
 亚马逊AMZN |
| 3.4% | 3.06% | $1,027.9万 | 4.3万股 | $826.7万 | 4.0万股 | +3,430股+8.64% | 加仓 |
 卡特彼勒CAT |
| 2.85% | 2.27% | $861.2万 | 8,087股 | $613.0万 | 8,652股 | -565股-6.53% | 减仓 |
 自由港麦克莫兰FCX |
| 2.54% | 2.71% | $768.1万 | 12.2万股 | $732.9万 | 12.5万股 | -2,546股-2.04% | 减仓 |
 波音BA |
| 2.34% | 2.39% | $706.9万 | 3.3万股 | $645.6万 | 3.2万股 | +220股+0.68% | 加仓 |
 美光科技MU |
| 2.17% | 0.99% | $657.4万 | 5,695股 | $268.4万 | 7,945股 | -2,250股-28.32% | 减仓 |
 埃克森美孚XOM |
| 1.97% | 2.79% | $597.4万 | 4.4万股 | $753.1万 | 4.4万股 | -698股-1.57% | 减仓 |
 ONEOKOKE |
| 1.9% | 2.39% | $574.9万 | 6.6万股 | $647.4万 | 7.2万股 | -5,493股-7.67% | 减仓 |
 优步UBER |
| 1.76% | 2.05% | $531.9万 | 7.4万股 | $555.4万 | 7.7万股 | -3,510股-4.55% | 减仓 |
 礼来LLY |
| 1.73% | 1.83% | $522.8万 | 4,359股 | $496.0万 | 5,392股 | -1,033股-19.16% | 减仓 |
 EAST WEST BANCORPEWBC |
| 1.72% | 1.39% | $519.8万 | 3.4万股 | $375.5万 | 3.5万股 | -1,325股-3.74% | 减仓 |
 RYMAN HOSPITALITY PPTYSRHP |
| 1.57% | 1.23% | $476.5万 | 3.7万股 | $331.4万 | 3.6万股 | +1,152股+3.21% | 加仓 |
 Meta平台META |
| 1.47% | 1.72% | $444.6万 | 7,893股 | $465.3万 | 8,133股 | -240股-2.95% | 减仓 |
 家得宝HD |
| 1.44% | 1.46% | $435.2万 | 1.2万股 | $394.3万 | 1.2万股 | +351股+2.93% | 加仓 |
 摩根大通JPM |
| 1.43% | 1.44% | $432.7万 | 1.3万股 | $388.8万 | 1.3万股 | +1股+0.01% | 加仓 |
 强生JNJ |
| 1.34% | 1.5% | $404.9万 | 1.6万股 | $405.0万 | 1.7万股 | -623股-3.76% | 减仓 |
| C花旗集团C |
| 1.33% | 1.26% | $401.6万 | 2.9万股 | $340.6万 | 3.0万股 | -1,340股-4.46% | 减仓 |
| AAARAIR |
| 1.24% | — | $376.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 EAGLE MATLSEXP |
| 1.2% | 1.15% | $362.3万 | 1.6万股 | $311.6万 | 1.6万股 | -349股-2.12% | 减仓 |
| TTERAWULF COMWULF |
| 1.14% | 0.82% | $345.2万 | 14.0万股 | $221.9万 | 15.4万股 | -1.4万股-9.11% | 减仓 |
 微软MSFT |
| 1.12% | 1.46% | $339.4万 | 9,100股 | $395.0万 | 1.1万股 | -1,572股-14.73% | 减仓 |
 台积电TSM |
| 1.12% | 0.91% | $338.1万 | 7,079股 | $245.9万 | 7,276股 | -197股-2.71% | 减仓 |
| MMILLROSE PPTYS INC CLASS AMRP |
| 1.1% | 1.13% | $332.4万 | 11.1万股 | $304.8万 | 10.9万股 | +1,756股+1.61% | 加仓 |
 联合包裹UPSUPS |
| 1.06% | 1.09% | $321.6万 | 3.0万股 | $293.5万 | 3.0万股 | +81股+0.27% | 加仓 |
 应用材料AMAT |
| 1.02% | 0.53% | $309.1万 | 4,275股 | $142.7万 | 4,175股 | +100股+2.40% | 加仓 |
 沃尔玛WMT |
| 1.02% | 1.28% | $308.7万 | 2.7万股 | $347.1万 | 2.8万股 | -672股-2.41% | 减仓 |
 EXPAND ENERGYEXE |
| 1.01% | 1.26% | $306.2万 | 3.4万股 | $340.5万 | 3.1万股 | +2,560股+8.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.79% | $269.2万 | 7,620股 | $212.6万 | 7,410股 | +210股+2.83% | 加仓 |
 VIKING ORD SHSVIK |
| 0.83% | 0.34% | $249.6万 | 2.4万股 | $91.5万 | 1.2万股 | +1.1万股+91.57% | 加仓 |
| FFRONTVIEW REIT INC COMFVR |
| 0.77% | 0.55% | $232.0万 | 11.5万股 | $148.4万 | 9.6万股 | +1.9万股+19.54% | 加仓 |
 FIRST WATCH RESTAURANTFWRG |
| 0.76% | 0.65% | $228.5万 | 17.7万股 | $174.8万 | 16.7万股 | +1.1万股+6.30% | 加仓 |
 好市多COST |
| 0.75% | 0.94% | $227.7万 | 2,434股 | $254.8万 | 2,557股 | -123股-4.81% | 减仓 |
| MMASTECMTZ |
| 0.73% | 0.89% | $220.9万 | 5,310股 | $241.3万 | 7,500股 | -2,190股-29.20% | 减仓 |
 CAPITAL SOUTHWEST CORP COMCSWC |
| 0.71% | 0.73% | $215.0万 | 9.0万股 | $198.4万 | 9.0万股 | +777股+0.87% | 加仓 |
 博通AVGO |
| 0.67% | 0.54% | $202.3万 | 5,355股 | $146.6万 | 4,735股 | +620股+13.09% | 加仓 |
| PPOWELL INDSPOWL |
| 0.65% | 0.63% | $196.2万 | 6,850股 | $170.5万 | 3,151股 | +3,699股+117.39% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.62% | 0.68% | $186.7万 | 2.3万股 | $184.6万 | 2.3万股 | +5股+0.02% | 加仓 |
| CCLEVELAND-CLIFFS NEWCLF |
| 0.59% | 0.75% | $177.9万 | 19.0万股 | $203.7万 | 24.1万股 | -5.2万股-21.40% | 减仓 |
| BBANK OF AMERBAC |
| 0.57% | 0.62% | $173.7万 | 3.0万股 | $167.1万 | 3.4万股 | -3,791股-11.06% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.54% | 0.44% | $164.1万 | 2,660股 | $120.2万 | 3,050股 | -390股-12.79% | 减仓 |
 ETHAN ALLEN INTERIORSETD |
| 0.53% | 0.49% | $160.1万 | 7.2万股 | $132.5万 | 6.0万股 | +1.2万股+20.42% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.53% | 0.22% | $159.3万 | 3.1万股 | $60.0万 | 1.6万股 | +1.5万股+93.90% | 加仓 |
| AAT&TT |
| 0.51% | 0.81% | $154.0万 | 7.4万股 | $218.9万 | 7.6万股 | -1,095股-1.45% | 减仓 |
 默沙东MRK |
| 0.51% | 0.48% | $153.5万 | 1.2万股 | $129.1万 | 1.1万股 | +1,214股+11.31% | 加仓 |
 美国运通AXP |
| 0.5% | 0.5% | $150.2万 | 4,441股 | $134.3万 | 4,440股 | +1股+0.02% | 加仓 |
 KIRBYKEX |
| 0.49% | 0.63% | $149.8万 | 1.1万股 | $170.3万 | 1.3万股 | -1,800股-14.05% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.49% | 0.59% | $149.5万 | 1.8万股 | $159.1万 | 2.0万股 | -1,896股-9.49% | 减仓 |
 AMGEN COMAMGN |
| 0.49% | 0.54% | $147.2万 | 4,064股 | $146.1万 | 4,153股 | -89股-2.14% | 减仓 |
