 甲骨文ORCL |
| 8.7% | 7.09% | $1,469.7万 | 8.1万股 | $1,133.0万 | 8.7万股 | -5,320股-6.14% | 减仓 |
 TransDigmTDG |
| 7.89% | 6.89% | $1,332.7万 | 1.0万股 | $1,100.7万 | 9,497股 | +508股+5.35% | 加仓 |
 台积电TSM |
| 6.19% | 4.7% | $1,045.7万 | 2.2万股 | $751.2万 | 2.2万股 | -330股-1.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.16% | 4.48% | $871.9万 | 2.5万股 | $716.2万 | 2.5万股 | -288股-1.15% | 减仓 |
 微软MSFT |
| 4.3% | 4.55% | $725.4万 | 1.9万股 | $727.3万 | 2.0万股 | -201股-1.02% | 减仓 |
 亚马逊AMZN |
| 4.16% | 4.17% | $702.4万 | 2.9万股 | $666.9万 | 3.2万股 | -2,551股-7.97% | 减仓 |
 ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP |
| 3.98% | 4.9% | $672.2万 | 28.0万股 | $782.3万 | 28.3万股 | -2,644股-0.93% | 减仓 |
 NEXSTAR MEDIANXST |
| 3.83% | 4.27% | $647.6万 | 3.6万股 | $682.5万 | 3.8万股 | -1,477股-3.91% | 减仓 |
 万事达MA |
| 3.8% | 3.97% | $641.6万 | 1.2万股 | $634.4万 | 1.3万股 | -204股-1.61% | 减仓 |
 英伟达NVDA |
| 3.54% | 3.33% | $597.3万 | 3.0万股 | $531.9万 | 3.0万股 | -645股-2.12% | 减仓 |
 AMD超威AMD |
| 3.44% | 1.53% | $580.9万 | 1.0万股 | $244.1万 | 1.2万股 | -2,000股-16.67% | 减仓 |
 博通AVGO |
| 3.4% | 2.98% | $574.0万 | 1.5万股 | $475.4万 | 1.5万股 | -166股-1.08% | 减仓 |
 VisaV |
| 3.39% | 3.24% | $572.3万 | 1.7万股 | $517.6万 | 1.7万股 | -444股-2.59% | 减仓 |
 爵士制药JAZZ |
| 3.14% | 2.72% | $529.8万 | 2.2万股 | $434.6万 | 2.3万股 | -1,004股-4.37% | 减仓 |
 安费诺APH |
| 2.66% | 1.19% | $450.1万 | 2.6万股 | $190.9万 | 1.5万股 | +1.0万股+68.95% | 加仓 |
 CHURCH & DWIGHTCHD |
| 2.46% | 2.54% | $414.8万 | 4.3万股 | $406.5万 | 4.4万股 | -741股-1.70% | 减仓 |
 BOOKING COMBKNG |
| 2.43% | 1.99% | $410.3万 | 2.3万股 | $318.7万 | 757股 | +2.2万股+2,941.22% | 加仓 |
 EquifaxEFX |
| 2.13% | 2.6% | $360.3万 | 2.3万股 | $416.2万 | 2.3万股 | -415股-1.80% | 减仓 |
 Meta平台META |
| 2.11% | 2.32% | $356.1万 | 6,322股 | $371.3万 | 6,490股 | -168股-2.59% | 减仓 |
 森科能源SU |
| 1.92% | 3.78% | $325.0万 | 6.1万股 | $604.8万 | 9.1万股 | -3.1万股-33.81% | 减仓 |
 联合健康UNH |
| 1.9% | 1.35% | $320.9万 | 7,722股 | $215.4万 | 7,959股 | -237股-2.98% | 减仓 |
 财捷INTU |
| 1.87% | 3.16% | $315.5万 | 1.2万股 | $504.9万 | 1.2万股 | +413股+3.54% | 加仓 |
 好市多COST |
| 1.84% | 2.12% | $310.2万 | 3,316股 | $339.5万 | 3,407股 | -91股-2.67% | 减仓 |
 穆迪MCO |
| 1.59% | 1.65% | $268.0万 | 5,918股 | $264.3万 | 6,058股 | -140股-2.31% | 减仓 |
 美国运通AXP |
| 1.18% | 1.21% | $198.5万 | 5,868股 | $192.6万 | 6,366股 | -498股-7.82% | 减仓 |
 苹果AAPL |
| 1.06% | 1.91% | $178.2万 | 6,160股 | $304.7万 | 1.2万股 | -5,847股-48.70% | 减仓 |
| GGAMESTOPGME |
| 0.96% | 1.06% | $162.9万 | 7.4万股 | $170.0万 | 7.4万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.92% | 0.97% | $156.2万 | 3,115股 | $155.7万 | 3,167股 | -52股-1.64% | 减仓 |
 宣伟SHW |
| 0.85% | 0.84% | $142.9万 | 4,149股 | $134.9万 | 4,208股 | -59股-1.40% | 减仓 |
| N纳斯达克NDAQ |
| 0.84% | 0.97% | $141.7万 | 1.8万股 | $154.6万 | 1.8万股 | -231股-1.27% | 减仓 |
| FFiservFISV |
| 0.83% | 1.03% | $140.0万 | 2.9万股 | $164.1万 | 2.9万股 | -862股-2.93% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.74% | 0.8% | $124.2万 | 1.9万股 | $128.2万 | 2.0万股 | -298股-1.52% | 减仓 |
 达美乐披萨DPZ |
| 0.73% | 0.95% | $123.4万 | 4,170股 | $152.2万 | 4,243股 | -73股-1.72% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.7% | 0.97% | $119.0万 | 9,668股 | $155.8万 | 9,906股 | -238股-2.40% | 减仓 |
 谷歌AGOOGL |
| 0.7% | 0.59% | $118.1万 | 3,305股 | $95.0万 | 3,305股 | 00.00% | 持仓不变 |
 IQVIAIQV |
| 0.67% | 0.64% | $113.9万 | 5,895股 | $102.1万 | 5,987股 | -92股-1.54% | 减仓 |
| FFASTENAL COMFAST |
| 0.65% | 0.67% | $110.0万 | 2.3万股 | $107.9万 | 2.3万股 | -343股-1.48% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.62% | 0.98% | $104.6万 | 2.5万股 | $156.1万 | 2.5万股 | -363股-1.46% | 减仓 |
 波音BA |
| 0.48% | 0.5% | $80.6万 | 3,724股 | $79.4万 | 3,991股 | -267股-6.69% | 减仓 |
 帕兰提尔PLTR |
| 0.41% | 0.27% | $70.0万 | 6,000股 | $43.9万 | 3,000股 | +3,000股+100.00% | 加仓 |
 COPART COMCPRT |
| 0.4% | 0.51% | $68.3万 | 2.4万股 | $81.7万 | 2.5万股 | -369股-1.50% | 减仓 |
 家得宝HD |
| 0.37% | 0.38% | $62.4万 | 1,768股 | $61.5万 | 1,869股 | -101股-5.40% | 减仓 |
| UUpstart Holdings INC CORP COMMONUPST |
| 0.27% | 0.21% | $45.4万 | 1.3万股 | $32.8万 | 1.3万股 | 00.00% | 持仓不变 |
 The Trade DeskTTD |
| 0.21% | — | $36.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 迪士尼DIS |
| 0.16% | 0.23% | $27.2万 | 2,826股 | $37.1万 | 3,847股 | -1,021股-26.54% | 减仓 |
 HEICOHEI |
| 0.15% | — | $24.9万 | 698股 | $0 | 0股 | +698股 | 新买入 |
 富达·NATL INFORMATION SVCS COMFIS |
| 0.14% | 0.22% | $23.7万 | 6,085股 | $34.5万 | 7,353股 | -1,268股-17.24% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.13% | 0.92% | $21.9万 | 6,574股 | $147.2万 | 3.8万股 | -3.2万股-82.85% | 减仓 |
