 博通AVGO |
| 4.43% | 13.85% | $1.08亿 | 28.5万股 | $6,904.9万 | 22.3万股 | +6.2万股+27.97% | 加仓 |
 卡特彼勒CAT |
| 2.95% | 2.68% | $7,191.9万 | 6.8万股 | $1,333.8万 | 1.9万股 | +4.9万股+258.72% | 加仓 |
 科磊KLAC |
| 2.88% | 1.48% | $7,019.9万 | 23.3万股 | $738.1万 | 5,013股 | +22.8万股+4,541.35% | 加仓 |
 安费诺APH |
| 1.69% | 1.25% | $4,116.5万 | 23.3万股 | $624.6万 | 4.9万股 | +18.4万股+372.24% | 加仓 |
 Arista网络ANET |
| 1.42% | 1.34% | $3,460.2万 | 20.4万股 | $665.8万 | 5.4万股 | +14.9万股+275.60% | 加仓 |
 WELLTOWER COMWELL |
| 1.29% | 1.14% | $3,137.2万 | 13.8万股 | $569.9万 | 2.9万股 | +10.9万股+379.53% | 加仓 |
 埃克森美孚XOM |
| 1.22% | — | $2,981.1万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.2% | 0.92% | $2,913.4万 | 33.5万股 | $458.4万 | 6.8万股 | +26.6万股+389.79% | 加仓 |
 派克汉尼汾PH |
| 1.01% | 1.03% | $2,470.0万 | 2.5万股 | $515.1万 | 5,754股 | +1.9万股+338.88% | 加仓 |
 飞塔FTNT |
| 0.94% | 0.54% | $2,288.0万 | 14.9万股 | $271.2万 | 3.3万股 | +11.6万股+348.85% | 加仓 |
 VertivVRT |
| 0.88% | 0.7% | $2,152.9万 | 6.4万股 | $351.1万 | 1.4万股 | +5.0万股+358.92% | 加仓 |
 家得宝HD |
| 0.88% | 3.09% | $2,140.1万 | 6.1万股 | $1,538.7万 | 4.7万股 | +1.4万股+29.70% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.85% | 0.45% | $2,079.9万 | 1.5万股 | $224.4万 | 2,052股 | +1.3万股+633.24% | 加仓 |
 PROGRESSIVEPGR |
| 0.85% | 1.11% | $2,071.6万 | 9.5万股 | $554.8万 | 2.8万股 | +6.7万股+238.84% | 加仓 |
 西部数据WDC |
| 0.79% | 0.67% | $1,932.3万 | 3.0万股 | $332.0万 | 1.2万股 | +1.8万股+146.50% | 加仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 0.75% | — | $1,826.9万 | 76.9万股 | $0 | 0股 | +76.9万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.73% | 0.92% | $1,765.4万 | 28.1万股 | $458.5万 | 7.8万股 | +20.3万股+259.86% | 加仓 |
 GE VernovaGEV |
| 0.67% | — | $1,635.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 EMCOREME |
| 0.67% | 0.29% | $1,630.5万 | 2.0万股 | $142.6万 | 1,931股 | +1.8万股+917.50% | 加仓 |
| NNORTHERN LTS FD TR IVWWJD |
| 0.67% | — | $1,620.1万 | 42.5万股 | $0 | 0股 | +42.5万股 | 新买入 |
 斯伦贝谢SLB |
| 0.64% | 0.73% | $1,560.0万 | 33.6万股 | $362.3万 | 7.0万股 | +26.5万股+376.01% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.62% | — | $1,518.1万 | 62.9万股 | $0 | 0股 | +62.9万股 | 新买入 |
| AAPPLOVINAPP |
| 0.57% | 0.93% | $1,375.7万 | 2.7万股 | $462.8万 | 1.2万股 | +1.5万股+129.64% | 加仓 |
 林德LIN |
| 0.52% | — | $1,275.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 帕兰提尔PLTR |
| 0.52% | 2.69% | $1,258.0万 | 10.8万股 | $1,338.8万 | 9.2万股 | +1.6万股+17.81% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.5% | 0.54% | $1,226.0万 | 5.5万股 | $268.6万 | 1.4万股 | +4.0万股+280.63% | 加仓 |
 CINTAS COMCTAS |
| 0.5% | 0.61% | $1,205.6万 | 7.1万股 | $305.2万 | 1.8万股 | +5.3万股+292.82% | 加仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.49% | — | $1,202.2万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 UNITED RENTALSURI |
| 0.49% | 0.43% | $1,186.5万 | 1.0万股 | $215.1万 | 2,952股 | +7,521股+254.78% | 加仓 |
 明晟MSCI |
| 0.48% | 0.75% | $1,179.9万 | 2.1万股 | $372.2万 | 6,906股 | +1.4万股+205.08% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.48% | 0.63% | $1,167.0万 | 36.5万股 | $315.3万 | 9.4万股 | +27.1万股+288.21% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.48% | 0.4% | $1,160.2万 | 5.4万股 | $199.5万 | 1.0万股 | +4.3万股+424.69% | 加仓 |
| TTERADYNETER |
| 0.47% | 0.37% | $1,152.8万 | 2.4万股 | $185.8万 | 6,266股 | +1.8万股+280.24% | 加仓 |
 帕卡PCAR |
| 0.45% | 0.55% | $1,105.4万 | 9.2万股 | $275.2万 | 2.4万股 | +6.8万股+286.19% | 加仓 |
 迈威尔MRVL |
| 0.45% | 0.61% | $1,101.9万 | 3.7万股 | $304.8万 | 3.1万股 | +6,215股+20.19% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.45% | 0.62% | $1,099.4万 | 5.2万股 | $308.7万 | 1.4万股 | +3.8万股+266.03% | 加仓 |
 德文能源DVN |
| 0.45% | 0.6% | $1,084.0万 | 26.2万股 | $296.9万 | 5.9万股 | +20.3万股+344.66% | 加仓 |
| SSANDISK COMSNDK |
| 0.45% | — | $1,083.2万 | 4,764股 | $0 | 0股 | +4,764股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.44% | 0.53% | $1,077.7万 | 6.0万股 | $265.3万 | 1.5万股 | +4.5万股+307.68% | 加仓 |
 CienaCIEN |
| 0.44% | 0.41% | $1,075.2万 | 2.2万股 | $202.2万 | 5,208股 | +1.7万股+320.85% | 加仓 |
| NNORTHERN LTS FD TR IVISMD |
| 0.42% | — | $1,034.0万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
 纽柯钢铁NUE |
| 0.42% | 0.37% | $1,020.6万 | 4.6万股 | $186.5万 | 1.1万股 | +3.5万股+315.45% | 加仓 |
 柯蒂斯怀特CW |
| 0.41% | 0.21% | $994.2万 | 1.3万股 | $103.7万 | 1,522股 | +1.2万股+762.02% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.4% | 0.23% | $984.2万 | 1.2万股 | $112.5万 | 1,546股 | +1.1万股+700.97% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.4% | 0.42% | $965.9万 | 1.8万股 | $208.2万 | 3,706股 | +1.5万股+395.06% | 加仓 |
 Targa资源TRGP |
| 0.39% | 0.47% | $951.3万 | 3.5万股 | $233.9万 | 9,327股 | +2.6万股+280.37% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.38% | 0.29% | $934.7万 | 2.1万股 | $143.8万 | 3,031股 | +1.8万股+604.62% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.37% | 0.32% | $910.8万 | 10.0万股 | $161.5万 | 2.5万股 | +7.5万股+299.53% | 加仓 |
 戴蒙德能源FANG |
| 0.37% | 0.5% | $907.4万 | 5.2万股 | $248.8万 | 1.3万股 | +3.9万股+310.46% | 加仓 |
 钢铁动力STLD |
| 0.36% | 0.23% | $884.1万 | 3.9万股 | $115.8万 | 6,436股 | +3.2万股+498.68% | 加仓 |
