 诺和诺德NVO |
| 9.67% | 8.8% | $1,515.9万 | 31.6万股 | $1,162.0万 | 31.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.87% | 8.16% | $1,233.6万 | 5.2万股 | $1,078.0万 | 5.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 5.28% | 5.05% | $828.0万 | 2.3万股 | $666.3万 | 2.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 5.22% | 6.24% | $817.7万 | 2.2万股 | $823.4万 | 2.2万股 | -325股-1.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.08% | 4.9% | $796.9万 | 2.3万股 | $647.0万 | 2.3万股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 3.93% | 4.49% | $616.0万 | 1.4万股 | $593.3万 | 1.4万股 | 00.00% | 持仓不变 |
| EELECTROVAYA INC COM NEWELVA |
| 2.19% | 1.74% | $342.9万 | 32.6万股 | $229.9万 | 29.5万股 | +3.1万股+10.45% | 加仓 |
 CRYOPORT COM PAR $0.001CYRX |
| 2.03% | 1.16% | $318.2万 | 20.3万股 | $153.8万 | 18.6万股 | +1.7万股+9.10% | 加仓 |
| VVIEMED HEALTHCARE INC COMVMD |
| 2.02% | 1.9% | $316.0万 | 27.7万股 | $250.9万 | 27.2万股 | +4,780股+1.75% | 加仓 |
 迈威尔MRVL |
| 1.85% | 0.73% | $289.8万 | 9,730股 | $96.4万 | 9,730股 | 00.00% | 持仓不变 |
 PHOTRONICSPLAB |
| 1.85% | 2.96% | $289.7万 | 8.9万股 | $390.9万 | 9.7万股 | -7,675股-7.93% | 减仓 |
| SSEABRIDGE GOLDSA |
| 1.82% | — | $285.5万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| EEXTREME NETWORKSEXTR |
| 1.73% | 0.95% | $272.0万 | 8.4万股 | $126.0万 | 8.4万股 | +500股+0.60% | 加仓 |
| PPLANET LABS PBC CLASS APL |
| 1.73% | 2.24% | $271.1万 | 8.2万股 | $295.9万 | 10.6万股 | -2.4万股-22.72% | 减仓 |
 PROTHENAPRTA |
| 1.7% | 2% | $266.0万 | 27.2万股 | $264.1万 | 27.2万股 | 00.00% | 持仓不变 |
 ALKAMI TECHNOLOGYALKT |
| 1.62% | 1.52% | $254.7万 | 14.1万股 | $200.1万 | 12.8万股 | +1.3万股+10.10% | 加仓 |
 ALLOT LTD COM ILS0.10ALLT |
| 1.55% | — | $243.6万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
 思科CSCO |
| 1.37% | 1.08% | $215.5万 | 1.8万股 | $142.4万 | 1.8万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 1.36% | 1.58% | $213.6万 | 1.8万股 | $208.7万 | 1.8万股 | 00.00% | 持仓不变 |
| MMAGNITEMGNI |
| 1.36% | 1.01% | $212.7万 | 11.2万股 | $133.3万 | 11.2万股 | -150股-0.13% | 减仓 |
| AAXCELIS TECHNOLOGIESACLS |
| 1.32% | 0.85% | $206.4万 | 1.1万股 | $112.6万 | 1.2万股 | -1,200股-9.92% | 减仓 |
| CCURIOSITYSTREAM INC COM CL ACURI |
| 1.3% | 1.51% | $203.4万 | 76.5万股 | $199.8万 | 67.5万股 | +9.0万股+13.28% | 加仓 |
| T汤森路透TRI |
| 1.27% | — | $199.1万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| NNUVEEN N Y MUN VALUE FDNNY |
| 1.19% | 1.35% | $186.8万 | 21.4万股 | $178.5万 | 21.4万股 | 00.00% | 持仓不变 |
| VVERMILION ENERGYVET |
| 1.18% | 2.06% | $185.1万 | 19.8万股 | $271.8万 | 19.8万股 | 00.00% | 持仓不变 |
 Targa资源TRGP |
| 1.18% | 1.31% | $184.8万 | 6,892股 | $172.8万 | 6,892股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.05% | 1.2% | $164.6万 | 3,290股 | $158.1万 | 3,300股 | -10股-0.30% | 减仓 |
| BBAYTEX ENERGYBTE |
| 1.02% | — | $159.7万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.91% | 1.09% | $142.4万 | 7.4万股 | $143.8万 | 7.4万股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 0.91% | 1.05% | $142.2万 | 1.9万股 | $139.2万 | 1.9万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.9% | 0.97% | $141.1万 | 6,300股 | $128.0万 | 6,300股 | 00.00% | 持仓不变 |
| DDATA I O CORPDAIO |
| 0.89% | 0.68% | $140.2万 | 35.6万股 | $90.3万 | 35.7万股 | -1,000股-0.28% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 0.88% | 1.07% | $137.4万 | 6.9万股 | $141.8万 | 6.9万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.83% | 0.85% | $129.6万 | 5,152股 | $112.4万 | 5,170股 | -18股-0.35% | 减仓 |
 威瑞森VZ |
| 0.82% | 1.14% | $128.8万 | 3.0万股 | $150.1万 | 3.0万股 | +525股+1.76% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.82% | 0.86% | $128.1万 | 8,950股 | $113.0万 | 8,950股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.79% | $119.9万 | 1,605股 | $104.4万 | 1,605股 | 00.00% | 持仓不变 |
| MMESOBLASTMESO |
| 0.75% | 1.01% | $117.8万 | 8.7万股 | $133.9万 | 8.7万股 | 00.00% | 持仓不变 |
 HESS MIDSTREAM LP CL A SHSHESM |
| 0.72% | 0.88% | $113.0万 | 3.0万股 | $116.8万 | 3.0万股 | 00.00% | 持仓不变 |
| BBIOLIFE SOLUTIONSBLFS |
| 0.72% | 0.33% | $112.1万 | 4.0万股 | $44.2万 | 2.3万股 | +1.7万股+71.47% | 加仓 |
| DDOUBLEVERIFYDV |
| 0.71% | 0.74% | $111.3万 | 10.3万股 | $97.8万 | 10.3万股 | -250股-0.24% | 减仓 |
 USA COMPRESSION PARTNERSUSAC |
| 0.69% | 0.84% | $108.3万 | 4.1万股 | $111.3万 | 4.1万股 | 00.00% | 持仓不变 |
 NPK INTERNATIONALNPKI |
| 0.69% | 0.74% | $107.9万 | 6.8万股 | $97.4万 | 6.7万股 | +575股+0.86% | 加仓 |
 英伟达NVDA |
| 0.68% | 0.69% | $106.5万 | 5,323股 | $91.1万 | 5,223股 | +100股+1.91% | 加仓 |
 ONEOKOKE |
| 0.63% | 0.77% | $98.3万 | 1.1万股 | $102.2万 | 1.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.61% | 0.74% | $95.8万 | 1,700股 | $97.3万 | 1,700股 | 00.00% | 持仓不变 |
| KKULICKE & SOFFA INDSKLIC |
| 0.61% | 0.35% | $95.0万 | 7,100股 | $46.7万 | 7,100股 | 00.00% | 持仓不变 |
 PAR TECHNOLOGYPAR |
| 0.6% | 0.36% | $93.6万 | 5.4万股 | $47.7万 | 3.6万股 | +1.8万股+50.27% | 加仓 |
 POPULARBPOP |
| 0.56% | 0.56% | $87.0万 | 5,300股 | $73.8万 | 5,500股 | -200股-3.64% | 减仓 |
 诺华NVS |
| 0.55% | 0.64% | $86.8万 | 5,540股 | $84.6万 | 5,540股 | 00.00% | 持仓不变 |
