 希尔顿HLT |
| 15.06% | 19.06% | $2,643.7万 | 8.0万股 | $2,432.6万 | 8.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 14.69% | 14.3% | $2,578.9万 | 5.4万股 | $1,824.9万 | 5.4万股 | 00.00% | 持仓不变 |
 林德LIN |
| 10.15% | 12.24% | $1,782.9万 | 3.4万股 | $1,561.6万 | 3.2万股 | +2,857股+9.07% | 加仓 |
 亚马逊AMZN |
| 9.74% | 10.44% | $1,709.6万 | 7.2万股 | $1,332.4万 | 6.4万股 | +7,755股+12.12% | 加仓 |
 英伟达NVDA |
| 9.73% | — | $1,707.9万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 8.57% | 9.39% | $1,504.5万 | 16.3万股 | $1,197.9万 | 13.0万股 | +3.4万股+25.90% | 加仓 |
| AAPI COM STKAPG |
| 7.17% | 11.37% | $1,258.7万 | 29.7万股 | $1,450.6万 | 35.8万股 | -6.1万股-16.98% | 减仓 |
 安费诺APH |
| 6.39% | 6.3% | $1,122.5万 | 6.4万股 | $804.4万 | 6.4万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 6.24% | 8.37% | $1,095.6万 | 2.9万股 | $1,067.6万 | 3.8万股 | -8,306股-22.08% | 减仓 |
 希捷STX |
| 5.67% | — | $996.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| MMEDLINE COM CL AMDLN |
| 3.36% | — | $590.0万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 3.24% | 8.53% | $568.5万 | 9,857股 | $1,087.9万 | 1.8万股 | -8,623股-46.66% | 减仓 |
