 礼来LLY |
| 11.45% | 8.41% | $1.58亿 | 13.2万股 | $1.05亿 | 11.5万股 | +1.7万股+15.17% | 加仓 |
 谷歌AGOOGL |
| 7.82% | 6.8% | $1.08亿 | 30.3万股 | $8,530.1万 | 29.7万股 | +6,027股+2.03% | 加仓 |
 亚马逊AMZN |
| 7.11% | 8.94% | $9,830.8万 | 41.2万股 | $1.12亿 | 53.8万股 | -12.6万股-23.39% | 减仓 |
 Meta平台META |
| 6.94% | 6.49% | $9,594.2万 | 17.0万股 | $8,132.8万 | 14.2万股 | +2.8万股+19.82% | 加仓 |
 英伟达NVDA |
| 6.5% | 6.73% | $8,983.0万 | 44.9万股 | $8,433.0万 | 48.4万股 | -3.5万股-7.15% | 减仓 |
 第一资本COF |
| 6.45% | 2.16% | $8,911.3万 | 44.4万股 | $2,709.4万 | 14.9万股 | +29.6万股+199.08% | 加仓 |
| C花旗集团C |
| 6.22% | 6.01% | $8,600.8万 | 61.5万股 | $7,534.5万 | 66.4万股 | -5.0万股-7.50% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 5.68% | 1.59% | $7,856.3万 | 152.8万股 | $1,991.5万 | 53.0万股 | +99.8万股+188.23% | 加仓 |
 优步UBER |
| 5.12% | 6.15% | $7,075.2万 | 98.0万股 | $7,709.8万 | 107.2万股 | -9.1万股-8.52% | 减仓 |
 NETFLIXNFLX |
| 5.1% | 7.86% | $7,051.8万 | 98.8万股 | $9,858.8万 | 102.5万股 | -3.8万股-3.68% | 减仓 |
 家得宝HD |
| 4.68% | 4.2% | $6,472.1万 | 18.4万股 | $5,265.5万 | 16.0万股 | +2.3万股+14.62% | 加仓 |
 通用汽车GM |
| 4.63% | 5.12% | $6,395.2万 | 83.0万股 | $6,421.8万 | 86.2万股 | -3.2万股-3.75% | 减仓 |
 摩根士丹利MS |
| 4.17% | 3.66% | $5,762.9万 | 27.6万股 | $4,587.4万 | 27.9万股 | -3,069股-1.10% | 减仓 |
 阿里巴巴BABA |
| 3.11% | 4.64% | $4,295.1万 | 44.8万股 | $5,821.1万 | 46.4万股 | -1.6万股-3.55% | 减仓 |
 微软MSFT |
| 2.79% | 0.25% | $3,852.7万 | 10.3万股 | $314.7万 | 8,502股 | +9.5万股+1,114.83% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 2.62% | 2.59% | $3,623.3万 | 56.0万股 | $3,251.5万 | 56.3万股 | -2,960股-0.53% | 减仓 |
| BBANK OF AMERBAC |
| 2.53% | 3.63% | $3,493.9万 | 61.3万股 | $4,553.8万 | 93.4万股 | -32.1万股-34.36% | 减仓 |
 PULTEPHM |
| 2.45% | 0.52% | $3,382.6万 | 24.7万股 | $653.7万 | 5.6万股 | +19.1万股+343.55% | 加仓 |
| CCONTROLADORA VUELA COMP DE AVLRS |
| 1.01% | 0.86% | $1,400.9万 | 149.5万股 | $1,082.4万 | 149.5万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.76% | 0.92% | $1,047.1万 | 5.5万股 | $1,157.2万 | 6.0万股 | -4,801股-8.00% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.65% | 6% | $900.3万 | 10.9万股 | $7,526.5万 | 94.5万股 | -83.6万股-88.48% | 减仓 |
 EOG资源EOG |
| 0.35% | 0.48% | $487.7万 | 3.8万股 | $601.0万 | 4.2万股 | -3,976股-9.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.36% | $422.1万 | 8,436股 | $454.5万 | 9,485股 | -1,049股-11.06% | 减仓 |
 奎斯特诊断DGX |
| 0.28% | 0.45% | $386.8万 | 1.8万股 | $561.0万 | 2.9万股 | -1.0万股-36.24% | 减仓 |
 PERIMETER SOLUTIONSPRM |
| 0.26% | 0.2% | $365.9万 | 10.3万股 | $250.6万 | 10.3万股 | 00.00% | 持仓不变 |
 SONIC AUTOMOTIVESAH |
| 0.24% | 0.21% | $332.9万 | 3.9万股 | $269.2万 | 3.9万股 | 00.00% | 持仓不变 |
 达美航空DAL |
| 0.19% | — | $258.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 黑石集团BX |
| 0.18% | 0.2% | $245.6万 | 2.1万股 | $249.0万 | 2.2万股 | -789股-3.64% | 减仓 |
 BOOKING COMBKNG |
| 0.15% | 0.16% | $202.7万 | 1.1万股 | $198.7万 | 472股 | +1.1万股+2,308.90% | 加仓 |
 汽车地带AZO |
| 0.14% | 0.17% | $188.9万 | 591股 | $207.1万 | 613股 | -22股-3.59% | 减仓 |
 DANAHER DEL COMDHR |
| 0.12% | 0.14% | $165.4万 | 8,685股 | $170.9万 | 9,013股 | -328股-3.64% | 减仓 |
