 科磊KLAC |
| 9.69% | 5.98% | $2,385.0万 | 7.9万股 | $1,163.9万 | 7,905股 | +7.1万股+900.00% | 加仓 |
 英伟达NVDA |
| 8.09% | 8.91% | $1,990.5万 | 9.9万股 | $1,734.9万 | 9.9万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 6.55% | 2.9% | $1,612.0万 | 2.8万股 | $564.5万 | 2.8万股 | 00.00% | 持仓不变 |
 天弘CLS |
| 5.94% | 5.79% | $1,460.9万 | 4.0万股 | $1,128.0万 | 4.0万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 5.87% | 5.73% | $1,444.6万 | 2.8万股 | $1,115.9万 | 2.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.99% | 4.09% | $982.3万 | 2.8万股 | $797.5万 | 2.8万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 3.89% | 3.87% | $957.3万 | 4.6万股 | $753.7万 | 4.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.71% | 3.84% | $912.3万 | 2.4万股 | $747.5万 | 2.4万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.29% | 1.58% | $809.0万 | 1.9万股 | $307.7万 | 1.9万股 | 00.00% | 持仓不变 |
 TapestryTPR |
| 2.99% | 3.64% | $735.7万 | 5.0万股 | $709.2万 | 5.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.76% | 3.54% | $678.0万 | 1.2万股 | $688.6万 | 1.2万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 2.61% | 2.84% | $642.4万 | 2.3万股 | $553.7万 | 2.3万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 2.59% | 2.49% | $636.4万 | 8,839股 | $485.3万 | 8,839股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 2.26% | 2.23% | $556.2万 | 2.4万股 | $435.1万 | 2.4万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 2.02% | 1.64% | $497.3万 | 4,390股 | $319.8万 | 4,390股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 1.84% | 2.06% | $452.1万 | 1.9万股 | $402.1万 | 1.9万股 | 00.00% | 持仓不变 |
| NNRG ENERGYNRG |
| 1.58% | 2% | $389.0万 | 2.7万股 | $389.2万 | 2.7万股 | 00.00% | 持仓不变 |
 捷普JBL |
| 1.45% | 1.26% | $357.3万 | 9,270股 | $246.2万 | 9,270股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.4% | 1.54% | $344.2万 | 1.4万股 | $300.7万 | 1.4万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.38% | 1.55% | $338.7万 | 1.0万股 | $302.8万 | 1.0万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 1.3% | 0.84% | $320.5万 | 4,200股 | $164.0万 | 4,200股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 1.29% | 1.57% | $317.8万 | 3.8万股 | $306.1万 | 3.8万股 | 00.00% | 持仓不变 |
 SIMON PPTY NEW COMSPG |
| 1.2% | 1.26% | $295.0万 | 1.3万股 | $246.0万 | 1.3万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.16% | 1.97% | $285.4万 | 4.0万股 | $384.3万 | 4.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.14% | 1.11% | $280.9万 | 2,342股 | $215.4万 | 2,342股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 1.1% | 1.56% | $270.4万 | 1.1万股 | $304.0万 | 1.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.02% | 1.13% | $250.0万 | 8,640股 | $219.3万 | 8,640股 | 00.00% | 持仓不变 |
 AUTONATIONAN |
| 0.96% | 1.28% | $237.4万 | 1.3万股 | $249.5万 | 1.3万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.96% | 1.39% | $237.0万 | 3,137股 | $271.5万 | 3,137股 | 00.00% | 持仓不变 |
 哈特福德·INSURANCEHIG |
| 0.95% | 1.23% | $234.5万 | 1.8万股 | $239.3万 | 1.8万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.94% | 0.91% | $231.9万 | 3.2万股 | $178.0万 | 3.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.93% | 1.17% | $227.8万 | 1.6万股 | $228.6万 | 1.6万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.92% | 1.4% | $225.2万 | 5,775股 | $273.3万 | 5,775股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.86% | 1.04% | $212.2万 | 6,229股 | $203.0万 | 6,229股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.83% | 0.95% | $203.4万 | 9,311股 | $184.6万 | 9,311股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.81% | 1.28% | $198.3万 | 1.7万股 | $248.7万 | 1.7万股 | 00.00% | 持仓不变 |
| UUNIVERSAL HLTH SVCSUHS |
| 0.76% | 1.15% | $186.3万 | 1.3万股 | $224.2万 | 1.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.74% | 0.92% | $181.4万 | 4,862股 | $180.0万 | 4,862股 | 00.00% | 持仓不变 |
 CorpayCPAY |
| 0.73% | 0.81% | $179.9万 | 5,399股 | $157.1万 | 5,399股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.72% | 1.14% | $177.9万 | 1.1万股 | $222.8万 | 1.1万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.7% | 1.11% | $173.0万 | 1.0万股 | $215.9万 | 1.0万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.68% | 0.59% | $166.5万 | 1.7万股 | $115.0万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.6% | 0.76% | $148.0万 | 2.9万股 | $147.8万 | 2.9万股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.6% | 0.57% | $147.3万 | 2,627股 | $111.6万 | 2,627股 | 00.00% | 持仓不变 |
| BBLOCK H & RHRB |
| 0.58% | 0.61% | $142.3万 | 3.7万股 | $118.6万 | 3.7万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 0.55% | 0.69% | $136.1万 | 7,671股 | $134.7万 | 7,671股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.54% | 0.69% | $133.9万 | 1.6万股 | $134.1万 | 1.6万股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 0.53% | 0.52% | $131.1万 | 7,550股 | $101.7万 | 7,550股 | 00.00% | 持仓不变 |
 SAP SPON ADRSAP |
| 0.53% | 0.74% | $129.6万 | 8,407股 | $143.9万 | 8,407股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 0.52% | 0.64% | $128.0万 | 4,643股 | $123.9万 | 4,643股 | 00.00% | 持仓不变 |
