 Meta平台META |
| 18.58% | 22.34% | $3.96亿 | 70.3万股 | $4.02亿 | 70.2万股 | +830股+0.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 14.33% | 13.79% | $3.05亿 | 86.4万股 | $2.48亿 | 86.4万股 | 00.00% | 持仓不变 |
 CREDIT ACCEP MICHCACC |
| 10.7% | 8.43% | $2.28亿 | 35.8万股 | $1.52亿 | 35.8万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 9.18% | 6.9% | $1.96亿 | 50.2万股 | $1.24亿 | 26.2万股 | +24.0万股+91.44% | 加仓 |
 联合健康UNH |
| 7.53% | 5.81% | $1.61亿 | 38.6万股 | $1.05亿 | 38.6万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 7.44% | 7.18% | $1.59亿 | 61.5万股 | $1.29亿 | 61.1万股 | +3,700股+0.61% | 加仓 |
 NETFLIXNFLX |
| 6.98% | 11.07% | $1.49亿 | 208.4万股 | $1.99亿 | 207.1万股 | +1.3万股+0.62% | 加仓 |
 明晟MSCI |
| 6.78% | 7.69% | $1.45亿 | 25.8万股 | $1.38亿 | 25.7万股 | +1,600股+0.62% | 加仓 |
 BROWN & BROWN COMBRO |
| 5.36% | 5.88% | $1.14亿 | 178.0万股 | $1.06亿 | 162.1万股 | +15.9万股+9.81% | 加仓 |
| KKAROOOOOKARO |
| 5.3% | 6.1% | $1.13亿 | 228.8万股 | $1.10亿 | 220.1万股 | +8.7万股+3.95% | 加仓 |
 美光科技MU |
| 4.02% | — | $8,576.4万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| SSANDISK COMSNDK |
| 2.52% | — | $5,366.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 Bloom EnergyBE |
| 1.27% | — | $2,706.1万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
