 谷歌AGOOGL |
| 7.85% | 6.9% | $1,572.8万 | 4.4万股 | $1,347.9万 | 4.7万股 | -2,865股-6.11% | 减仓 |
 亚马逊AMZN |
| 7.32% | 6.9% | $1,465.9万 | 6.2万股 | $1,347.8万 | 6.5万股 | -3,208股-4.96% | 减仓 |
 微软MSFT |
| 7.18% | 7.7% | $1,438.8万 | 3.9万股 | $1,505.2万 | 4.1万股 | -2,089股-5.14% | 减仓 |
 万事达MA |
| 5.69% | 6.09% | $1,139.7万 | 2.2万股 | $1,190.5万 | 2.4万股 | -1,636股-6.87% | 减仓 |
 英伟达NVDA |
| 5% | 3.37% | $1,002.2万 | 5.0万股 | $657.8万 | 3.8万股 | +1.2万股+32.80% | 加仓 |
 台积电TSM |
| 4.63% | 3.27% | $927.1万 | 1.9万股 | $638.5万 | 1.9万股 | +520股+2.75% | 加仓 |
 阿斯麦ASML |
| 4.09% | 2.54% | $818.9万 | 4,116股 | $495.8万 | 3,754股 | +362股+9.64% | 加仓 |
 GE航空GE |
| 4.08% | 3.36% | $816.4万 | 2.2万股 | $656.9万 | 2.3万股 | -1,305股-5.64% | 减仓 |
 VisaV |
| 3.49% | 3.35% | $698.5万 | 2.0万股 | $655.4万 | 2.2万股 | -1,326股-6.12% | 减仓 |
 Meta平台META |
| 3.32% | 4.4% | $665.0万 | 1.2万股 | $859.3万 | 1.5万股 | -3,214股-21.40% | 减仓 |
 摩根士丹利MS |
| 3.26% | 2.73% | $653.6万 | 3.1万股 | $533.7万 | 3.2万股 | -1,161股-3.58% | 减仓 |
 QUANTA SVCSPWR |
| 2.71% | 2.71% | $542.1万 | 7,529股 | $530.4万 | 9,660股 | -2,131股-22.06% | 减仓 |
 德康医疗DXCM |
| 2.6% | 2.21% | $520.8万 | 7.7万股 | $431.1万 | 6.9万股 | +8,686股+12.65% | 加仓 |
 伊顿ETN |
| 2.6% | 1.89% | $520.5万 | 1.2万股 | $369.5万 | 1.0万股 | +1,884股+18.24% | 加仓 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 2.51% | 1.11% | $501.8万 | 6.2万股 | $217.8万 | 3.7万股 | +2.5万股+67.80% | 加仓 |
 MCKESSON COMMCK |
| 2.44% | — | $489.1万 | 6,473股 | $0 | 0股 | +6,473股 | 新买入 |
| VVALVOLINE COMVVV |
| 2.34% | 2.07% | $468.9万 | 11.9万股 | $403.7万 | 12.0万股 | -1,277股-1.07% | 减仓 |
 标普全球SPGI |
| 2.03% | 2.22% | $405.5万 | 9,958股 | $433.2万 | 1.0万股 | -227股-2.23% | 减仓 |
 STANDARDAEROSARO |
| 1.98% | — | $396.0万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
 博通AVGO |
| 1.98% | 0.73% | $395.7万 | 1.0万股 | $142.7万 | 4,609股 | +5,865股+127.25% | 加仓 |
 NETFLIXNFLX |
| 1.93% | 2.58% | $387.1万 | 5.4万股 | $503.5万 | 5.2万股 | +1,847股+3.53% | 加仓 |
 HAGERTYHGTY |
| 1.84% | 1.75% | $367.6万 | 30.8万股 | $342.8万 | 32.6万股 | -1.7万股-5.25% | 减仓 |
 优步UBER |
| 1.83% | 1.88% | $366.3万 | 5.1万股 | $367.1万 | 5.1万股 | -271股-0.53% | 减仓 |
 PALOMARPLMR |
| 1.63% | 1.64% | $325.5万 | 2.6万股 | $320.5万 | 2.7万股 | -1,068股-3.98% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.52% | 1.98% | $305.3万 | 3,841股 | $387.1万 | 5,318股 | -1,477股-27.77% | 减仓 |
 迪士尼DIS |
| 1.41% | — | $281.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 DraftKingsDKNG |
| 1.18% | 1.09% | $235.5万 | 9.3万股 | $212.4万 | 9.8万股 | -4,975股-5.07% | 减仓 |
| TTOAST CL ATOST |
| 1.16% | — | $232.1万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 VERICELVCEL |
| 1.14% | — | $228.7万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| TTETRA TECH NEWTTEK |
| 1.11% | 1.59% | $222.1万 | 7.7万股 | $310.8万 | 10.3万股 | -2.6万股-25.50% | 减仓 |
 直觉外科ISRG |
| 1% | 1.25% | $200.4万 | 5,040股 | $244.0万 | 5,292股 | -252股-4.76% | 减仓 |
| AAVEPOINTAVPT |
| 0.99% | — | $197.5万 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.98% | — | $196.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.94% | — | $189.2万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| RRheinmetall Ag Unsp Adr Each Repr 0.2 OrdRNMBY |
| 0.92% | 2.63% | $184.0万 | 8,122股 | $514.2万 | 1.5万股 | -7,325股-47.42% | 减仓 |
 VIKING ORD SHSVIK |
| 0.87% | — | $174.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| BBANK OF AMERBAC |
| 0.8% | — | $161.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.33% | $73.4万 | 983股 | $63.9万 | 983股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.22% | 0.2% | $43.5万 | 1,505股 | $38.2万 | 1,505股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.17% | 0.2% | $33.6万 | 3,827股 | $39.3万 | 4,227股 | -400股-9.46% | 减仓 |
 洛克希德马丁LMT |
| 0.17% | 0.2% | $33.1万 | 650股 | $39.3万 | 650股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.14% | 0.17% | $27.8万 | 756股 | $33.7万 | 784股 | -28股-3.57% | 减仓 |
 TJXTJX |
| 0.13% | 0.18% | $26.5万 | 1,750股 | $34.3万 | 2,150股 | -400股-18.60% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 0.12% | 0.12% | $23.5万 | 1,508股 | $23.5万 | 1,858股 | -350股-18.84% | 减仓 |
| EEURONET WORLDWIDEEEFT |
| 0.11% | 0.1% | $22.5万 | 28.2万股 | $19.4万 | 22.6万股 | +5.6万股+24.78% | 加仓 |
 宣伟SHW |
| 0.11% | 0.14% | $21.5万 | 625股 | $27.2万 | 850股 | -225股-26.47% | 减仓 |
 WELLTOWER COMWELL |
| 0.11% | — | $21.1万 | 930股 | $0 | 0股 | +930股 | 新买入 |
| AAPYX MEDICALAPYX |
| 0.02% | 0.02% | $4.5万 | 1.0万股 | $3.7万 | 1.0万股 | 00.00% | 持仓不变 |
