 AIRBNB COM CL AABNB |
| 11.93% | 8.95% | $1,152.1万 | 6.9万股 | $853.8万 | 5.1万股 | +1.8万股+35.95% | 加仓 |
 摩根大通JPM |
| 11.51% | 3.53% | $1,111.6万 | 7.0万股 | $337.2万 | 2.1万股 | +5.0万股+240.78% | 加仓 |
 OPTION CARE HEALTHOPCH |
| 7.27% | 6.99% | $702.2万 | 24.7万股 | $667.4万 | 27.5万股 | -2.8万股-10.25% | 减仓 |
 波音BA |
| 6.8% | — | $656.3万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 PAYPAL COMPYPL |
| 6.46% | — | $624.2万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 卡特彼勒CAT |
| 6.02% | 5.75% | $580.9万 | 2.8万股 | $549.0万 | 2.9万股 | -500股-1.75% | 减仓 |
 高盛GS |
| 5.25% | 6.63% | $506.9万 | 1.3万股 | $633.2万 | 1.7万股 | -3,500股-20.90% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.9% | — | $472.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 优步UBER |
| 4.55% | — | $439.0万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
 自由港麦克莫兰FCX |
| 3.54% | 6.77% | $341.4万 | 8.2万股 | $646.0万 | 19.9万股 | -11.7万股-58.81% | 减仓 |
 达美航空DAL |
| 3.49% | — | $336.9万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 福特F |
| 3.25% | — | $313.8万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 3.11% | — | $300.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| AAVANTORAVTR |
| 3.03% | 5.9% | $292.9万 | 7.0万股 | $563.2万 | 13.8万股 | -6.8万股-49.53% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 2.74% | 2.19% | $264.2万 | 16.7万股 | $209.0万 | 13.2万股 | +3.6万股+26.98% | 加仓 |
 VisaV |
| 2.24% | — | $216.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 WILLIAMS SONOMAWSM |
| 2.24% | — | $216.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 斯伦贝谢SLB |
| 2.22% | — | $214.1万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 ADOBE COMADBE |
| 1.94% | — | $187.1万 | 3,300股 | $0 | 0股 | +3,300股 | 新买入 |
| C花旗集团C |
| 1.93% | 5.97% | $186.6万 | 3.1万股 | $569.9万 | 8.1万股 | -5.0万股-61.95% | 减仓 |
 POLARISPII |
| 1.63% | — | $157.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| EEVERCOREEVR |
| 1.41% | — | $135.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| CCLEVELAND-CLIFFS NEWCLF |
| 1.37% | — | $132.6万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.46% | — | $44.5万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 NETFLIXNFLX |
| 0.37% | — | $36.1万 | 600股 | $0 | 0股 | +600股 | 新买入 |
 Meta平台META |
| 0.35% | — | $33.6万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
