 亚马逊AMZN |
| 3.53% | 2.2% | $3,329.3万 | 14.0万股 | $1,928.8万 | 9.3万股 | +4.7万股+50.83% | 加仓 |
| IiShares安硕信托TLT |
| 1.79% | — | $1,691.0万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 美光科技MU |
| 1.6% | 3.95% | $1,510.3万 | 1.3万股 | $3,468.9万 | 10.3万股 | -9.0万股-87.26% | 减仓 |
 AMD超威AMD |
| 1.43% | 0.05% | $1,346.5万 | 2.3万股 | $44.4万 | 2,182股 | +2.1万股+962.28% | 加仓 |
 芝加哥商品交易所CME |
| 1.31% | — | $1,230.4万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 英特尔INTC |
| 1.18% | 0.09% | $1,112.2万 | 8.0万股 | $83.2万 | 1.9万股 | +6.1万股+322.48% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.09% | 0.75% | $1,030.0万 | 11.2万股 | $659.7万 | 7.1万股 | +4.0万股+56.51% | 加仓 |
 Bloom EnergyBE |
| 1.05% | — | $987.9万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| I景顺QQQ信托VOO |
| 1.04% | 0.38% | $976.1万 | 1.3万股 | $336.3万 | 5,826股 | +7,429股+127.51% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.93% | — | $880.1万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 甲骨文ORCL |
| 0.89% | — | $835.5万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.88% | 1.02% | $825.9万 | 1.2万股 | $897.8万 | 1.5万股 | -3,000股-19.97% | 减仓 |
 沃尔玛WMT |
| 0.87% | 2.13% | $817.1万 | 7.2万股 | $1,869.4万 | 15.0万股 | -7.8万股-52.04% | 减仓 |
 UNITED AIRLS COMUAL |
| 0.84% | 0.21% | $794.9万 | 5.8万股 | $180.2万 | 2.0万股 | +3.9万股+198.71% | 加仓 |
 CSX铁路CSX |
| 0.84% | — | $792.6万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.8% | 0.26% | $753.9万 | 4.5万股 | $228.7万 | 1.1万股 | +3.4万股+312.80% | 加仓 |
| CCleanSparkCLSK |
| 0.79% | 0.16% | $745.7万 | 51.2万股 | $138.6万 | 16.3万股 | +35.0万股+214.75% | 加仓 |
 ROKU COM CL AROKU |
| 0.78% | — | $736.3万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 艺电EA |
| 0.78% | 1.13% | $732.0万 | 3.6万股 | $995.4万 | 4.9万股 | -1.3万股-26.88% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.77% | — | $726.3万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 思科CSCO |
| 0.77% | — | $722.5万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.72% | — | $677.8万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 再生元REGN |
| 0.7% | — | $657.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 微软MSFT |
| 0.67% | 2.99% | $635.2万 | 1.7万股 | $2,623.7万 | 7.1万股 | -5.4万股-75.98% | 减仓 |
| SSEMTECHSMTC |
| 0.67% | — | $635.0万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| GGILEAD SCIENCES COMGILD |
| 0.66% | — | $625.1万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| MMARA HLDGS INCMARA |
| 0.66% | 0.27% | $617.8万 | 44.5万股 | $240.0万 | 29.4万股 | +15.1万股+51.23% | 加仓 |
| S嘉信策略信托SCHD |
| 0.63% | — | $589.8万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
| J摩根大通交易所交易基金JEPQ |
| 0.61% | 0.21% | $576.3万 | 9.4万股 | $181.0万 | 3.3万股 | +6.1万股+187.63% | 加仓 |
| IiShares安硕信托EMB |
| 0.6% | — | $569.7万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| RRiot PlatformsRIOT |
| 0.6% | — | $565.6万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | — | $561.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 贝克休斯BKR |
| 0.59% | 0.75% | $551.7万 | 9.9万股 | $660.4万 | 10.8万股 | -8,771股-8.11% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.56% | 0.16% | $524.1万 | 29.2万股 | $137.3万 | 8.6万股 | +20.6万股+238.09% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.54% | — | $508.7万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
 iShares安硕·MBSACGL |
| 0.52% | 0.16% | $494.5万 | 5.1万股 | $140.0万 | 1.5万股 | +3.6万股+245.54% | 加仓 |
 InsuletPODD |
| 0.52% | 0.04% | $486.1万 | 3.2万股 | $31.3万 | 1,491股 | +3.0万股+2,041.52% | 加仓 |
| PPLUG PWRPLUG |
| 0.51% | — | $477.9万 | 176.4万股 | $0 | 0股 | +176.4万股 | 新买入 |
| Q高通QCOM |
| 0.5% | — | $471.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.49% | — | $465.7万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| VVIAVI SOLUTIONSVIAV |
| 0.49% | — | $464.6万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.48% | — | $455.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 直觉外科ISRG |
| 0.48% | 0.22% | $452.4万 | 1.1万股 | $192.7万 | 4,181股 | +7,194股+172.06% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.48% | — | $452.1万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 United TherapeuticsUTHR |
| 0.47% | — | $445.8万 | 8,228股 | $0 | 0股 | +8,228股 | 新买入 |
 InsmedINSM |
| 0.46% | 0.05% | $435.6万 | 4.1万股 | $45.9万 | 2,808股 | +3.8万股+1,354.95% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.46% | 1.45% | $435.5万 | 8.2万股 | $1,276.0万 | 20.8万股 | -12.6万股-60.63% | 减仓 |
 COPART COMCPRT |
| 0.46% | 0.34% | $430.3万 | 15.3万股 | $300.8万 | 9.1万股 | +6.2万股+68.51% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.46% | — | $429.6万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| FFASTENAL COMFAST |
| 0.45% | 0.24% | $427.8万 | 8.9万股 | $211.9万 | 4.6万股 | +4.3万股+95.06% | 加仓 |
