 EquinixEQIX |
| 31.36% | 33.88% | $2.49亿 | 23.9万股 | $2.35亿 | 23.9万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 7.26% | 2.49% | $5,771.5万 | 5.0万股 | $1,723.0万 | 5.1万股 | -1,000股-1.96% | 减仓 |
 谷歌AGOOGL |
| 6.54% | 6.05% | $5,203.3万 | 14.6万股 | $4,186.9万 | 14.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 5.4% | 5.44% | $4,294.1万 | 14.8万股 | $3,766.2万 | 14.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.59% | 4.61% | $3,651.4万 | 15.3万股 | $3,190.7万 | 15.3万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.53% | 4.54% | $3,601.6万 | 18.0万股 | $3,139.2万 | 18.0万股 | 00.00% | 持仓不变 |
| CCANADIAN NAT RESCNQ |
| 2.48% | 3.52% | $1,974.2万 | 50.0万股 | $2,435.5万 | 50.0万股 | 00.00% | 持仓不变 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.05% | 1.81% | $1,626.2万 | 18.7万股 | $1,253.1万 | 18.7万股 | 00.00% | 持仓不变 |
| FFTAI AVIATIONFTAI |
| 1.94% | 2.02% | $1,542.0万 | 5.7万股 | $1,396.5万 | 5.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.68% | 1.88% | $1,335.4万 | 2.6万股 | $1,299.1万 | 2.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.24% | 1.42% | $988.5万 | 2.7万股 | $981.0万 | 2.7万股 | 00.00% | 持仓不变 |
 FERGUSON ENTERPRISESFERG |
| 1.23% | 1.39% | $979.1万 | 4.1万股 | $962.3万 | 4.1万股 | 00.00% | 持仓不变 |
 BANK OF N T BUTTERFIELD & SON SHS NEWNTB |
| 1.08% | 1.1% | $862.2万 | 14.5万股 | $760.5万 | 14.5万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.99% | 1.03% | $790.4万 | 2.4万股 | $710.3万 | 2.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.98% | 1.14% | $777.3万 | 1.4万股 | $789.5万 | 1.4万股 | 00.00% | 持仓不变 |
 NEBIUSNBIS |
| 0.96% | 0.41% | $762.2万 | 2.8万股 | $286.4万 | 2.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.83% | $706.7万 | 2.0万股 | $573.7万 | 2.0万股 | 00.00% | 持仓不变 |
| PPJT Partners, Inc. CL APJT |
| 0.79% | 0.84% | $626.7万 | 4.2万股 | $580.1万 | 4.2万股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.78% | 0.68% | $623.5万 | 2.8万股 | $473.3万 | 2.8万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.7% | 0.84% | $556.6万 | 1.4万股 | $581.3万 | 1.4万股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.69% | 0.67% | $548.7万 | 3.1万股 | $460.5万 | 2.6万股 | +5,000股+19.57% | 加仓 |
| EEVERCOREEVR |
| 0.64% | 0.65% | $512.2万 | 1.5万股 | $447.8万 | 1.5万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.6% | 0.35% | $477.0万 | 6,250股 | $244.0万 | 6,250股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.47% | 0.55% | $377.3万 | 3,924股 | $377.4万 | 3,924股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.47% | 0.59% | $373.8万 | 3.3万股 | $410.1万 | 3.3万股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.46% | 0.5% | $362.3万 | 8,000股 | $349.0万 | 8,000股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.44% | 0.63% | $346.4万 | 2.1万股 | $433.7万 | 2.1万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.43% | 0.23% | $341.0万 | 1.0万股 | $160.3万 | 1.0万股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 0.42% | 0.54% | $336.0万 | 2.6万股 | $374.4万 | 2.6万股 | 00.00% | 持仓不变 |
 HOULIHAN LOKEYHLI |
| 0.42% | 0.52% | $335.3万 | 2.5万股 | $359.1万 | 2.5万股 | 00.00% | 持仓不变 |
 METROPOLITAN BKMCB |
| 0.39% | 0.38% | $311.1万 | 3.2万股 | $262.4万 | 3.2万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.33% | 0.29% | $261.6万 | 7,000股 | $198.6万 | 7,000股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 0.33% | 0.38% | $259.5万 | 4,500股 | $264.9万 | 4,500股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.32% | 0.31% | $257.2万 | 1.0万股 | $217.3万 | 1.0万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.3% | 0.34% | $238.2万 | 1.3万股 | $237.1万 | 1.3万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 0.3% | 0.33% | $236.4万 | 2.0万股 | $229.7万 | 2.0万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 0.3% | 0.31% | $235.7万 | 7,133股 | $216.9万 | 7,133股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.29% | 0.12% | $232.4万 | 4,000股 | $81.4万 | 4,000股 | 00.00% | 持仓不变 |
| FFB FINLFBK |
| 0.28% | 0.31% | $225.8万 | 4.1万股 | $211.9万 | 4.1万股 | 00.00% | 持仓不变 |
 德文能源DVN |
| 0.27% | 0.08% | $216.4万 | 5.2万股 | $52.0万 | 1.0万股 | +4.2万股+406.87% | 加仓 |
 POPULARBPOP |
| 0.27% | 0.25% | $213.4万 | 1.3万股 | $174.4万 | 1.3万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.26% | 0.38% | $208.4万 | 1.3万股 | $260.1万 | 1.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.24% | 0.26% | $194.0万 | 5,500股 | $180.9万 | 5,500股 | 00.00% | 持仓不变 |
 福克斯FOXA |
| 0.24% | 0.32% | $193.3万 | 4.1万股 | $219.1万 | 4.1万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.24% | 0.26% | $192.3万 | 8,375股 | $181.4万 | 8,375股 | 00.00% | 持仓不变 |
 EquifaxEFX |
| 0.24% | 0.31% | $190.5万 | 1.2万股 | $216.1万 | 1.2万股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.24% | 0.26% | $188.7万 | 1.6万股 | $177.7万 | 1.6万股 | 00.00% | 持仓不变 |
 CUSTOMERS BANCORPCUBI |
| 0.23% | 0.23% | $181.9万 | 2.3万股 | $159.6万 | 2.3万股 | 00.00% | 持仓不变 |
| GGDSGDS |
| 0.23% | 0.28% | $180.2万 | 6.0万股 | $191.4万 | 4.8万股 | +1.3万股+26.32% | 加仓 |
 Everest再保险EG |
| 0.22% | 0.24% | $178.6万 | 5,000股 | $163.4万 | 5,000股 | 00.00% | 持仓不变 |
