 CRANECR |
| 7.61% | 7.1% | $7,919.0万 | 35.5万股 | $6,147.8万 | 36.0万股 | -4,520股-1.26% | 减仓 |
 XPOXPO |
| 6.91% | 7.57% | $7,187.2万 | 35.0万股 | $6,550.5万 | 33.7万股 | +1.3万股+3.98% | 加仓 |
 亚马逊AMZN |
| 6.87% | 6.5% | $7,150.2万 | 30.0万股 | $5,623.3万 | 27.0万股 | +3.0万股+11.11% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 5.65% | 4.88% | $5,874.5万 | 23.5万股 | $4,226.5万 | 21.4万股 | +2.1万股+9.81% | 加仓 |
 江森自控JCI |
| 5.62% | 1.39% | $5,844.4万 | 40.0万股 | $1,204.7万 | 9.2万股 | +30.8万股+334.78% | 加仓 |
 GE VernovaGEV |
| 5.42% | 6.05% | $5,639.3万 | 4.8万股 | $5,237.4万 | 6.0万股 | -1.2万股-20.00% | 减仓 |
 LOARLOAR |
| 5.35% | 4.6% | $5,562.1万 | 69.0万股 | $3,981.7万 | 69.5万股 | -5,000股-0.72% | 减仓 |
| RRBC BEARINGSRBC |
| 4.95% | 3.76% | $5,152.5万 | 8.0万股 | $3,258.7万 | 6.0万股 | +2.0万股+33.33% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.92% | 5.47% | $5,123.3万 | 14.5万股 | $4,733.2万 | 16.5万股 | -2.0万股-12.12% | 减仓 |
 伍德沃德WWD |
| 4.91% | 4.15% | $5,105.3万 | 12.0万股 | $3,592.1万 | 10.0万股 | +2.0万股+19.57% | 加仓 |
 GE航空GE |
| 4.63% | 4.38% | $4,821.1万 | 12.9万股 | $3,789.2万 | 13.4万股 | -4,530股-3.39% | 减仓 |
 希尔顿HLT |
| 3.81% | 4.32% | $3,965.5万 | 12.0万股 | $3,741.4万 | 12.3万股 | -3,040股-2.47% | 减仓 |
| DDPC HOLDINGS PLCDPC |
| 3.77% | — | $3,924.8万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
 FERRARI COMRACE |
| 3.76% | 3.91% | $3,909.0万 | 10.5万股 | $3,384.5万 | 10.0万股 | +5,000股+5.00% | 加仓 |
 联合太平洋铁路UNP |
| 3.4% | 3.33% | $3,536.0万 | 13.0万股 | $2,880.6万 | 11.9万股 | +1.1万股+9.49% | 加仓 |
 马丁玛丽埃塔MLM |
| 3.33% | 6.19% | $3,460.2万 | 6.0万股 | $5,357.0万 | 9.1万股 | -3.1万股-34.07% | 减仓 |
| AAPI COM STKAPG |
| 3.05% | 3.51% | $3,176.3万 | 75.0万股 | $3,039.0万 | 75.0万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 2.74% | 2.38% | $2,849.5万 | 8.0万股 | $2,056.5万 | 7.5万股 | +5,000股+6.67% | 加仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 2.52% | 0.17% | $2,618.0万 | 100.0万股 | $144.5万 | 7.6万股 | +92.4万股+1,210.62% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.09% | 1.7% | $2,171.6万 | 25.0万股 | $1,471.3万 | 21.9万股 | +3.0万股+13.73% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.77% | 2.41% | $1,836.5万 | 4.0万股 | $2,085.1万 | 4.3万股 | -3,000股-6.98% | 减仓 |
| SSpaceXSPCX |
| 1.64% | — | $1,708.6万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 Meta平台META |
| 1.58% | 0.33% | $1,639.2万 | 2.9万股 | $286.1万 | 5,000股 | +2.4万股+482.00% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.38% | — | $1,431.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 NETFLIXNFLX |
| 1.17% | 2.89% | $1,213.8万 | 17.0万股 | $2,499.9万 | 26.0万股 | -9.0万股-34.62% | 减仓 |
 宣伟SHW |
| 0.99% | 2.59% | $1,033.0万 | 3.0万股 | $2,243.9万 | 7.0万股 | -4.0万股-57.14% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.18% | 2.35% | $184.2万 | 2.0万股 | $2,030.8万 | 22.0万股 | -20.0万股-90.91% | 减仓 |
