| EECHOSTAR CORP CLASS CLASS AECHO |
| 13.38% | 7.57% | $806.4万 | 25.2万股 | $869.4万 | 20.1万股 | +5.2万股+25.66% | 加仓 |
| QQUINSTREETQNST |
| 13.35% | 8% | $805.0万 | 100.0万股 | $918.6万 | 60.0万股 | +40.0万股+66.67% | 加仓 |
| AAVANTAX INC COMBCOREUR |
| 8.2% | 6.83% | $494.1万 | 41.0万股 | $784.2万 | 30.0万股 | +11.0万股+36.67% | 加仓 |
| UU S CONCRETE INC COMUSCR |
| 7.52% | 9.07% | $453.5万 | 25.0万股 | $1,041.5万 | 25.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.28% | — | $438.7万 | 2,250股 | $0 | 0股 | +2,250股 | 新买入 |
 Vulcan材料VMC |
| 5.92% | — | $356.6万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| SSUMMIT MATLS INC7SU |
| 4.99% | 6.25% | $300.8万 | 20.1万股 | $718.3万 | 30.1万股 | -10.0万股-33.27% | 减仓 |
 家得宝HD |
| 4.34% | — | $261.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| AALARM COMALRM |
| 3.87% | — | $233.5万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 美国运通AXP |
| 3.83% | — | $231.1万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 Meta平台META |
| 3.74% | — | $225.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 嘉信理财SCHW |
| 3.62% | — | $218.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 摩根士丹利MS |
| 3.38% | — | $204.0万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| Q高通QCOM |
| 3.37% | — | $203.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| WWEXWEX |
| 3.04% | 1.82% | $183.0万 | 1.8万股 | $209.5万 | 1.0万股 | +7,500股+75.00% | 加仓 |
 麦当劳MCD |
| 2.74% | — | $165.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 TRIP COMTCOM |
| 2.72% | — | $164.2万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 达登饭店DRI |
| 2.17% | — | $130.7万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SSEI INVTSSEIC |
| 1.58% | — | $95.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 TJXTJX |
| 0.95% | — | $57.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
