 ENTERPRISE PRODS PARTNERS LEPD |
| 13.84% | 13.28% | $3,308.4万 | 90.0万股 | $3,121.8万 | 82.5万股 | +7.5万股+9.09% | 加仓 |
| EENERGY TRANSFER L PET |
| 8% | 7.8% | $1,912.0万 | 100.0万股 | $1,833.5万 | 95.0万股 | +5.0万股+5.26% | 加仓 |
 第一资本COF |
| 6.72% | 8.15% | $1,605.0万 | 8.0万股 | $1,915.5万 | 10.5万股 | -2.5万股-23.81% | 减仓 |
 GE航空GE |
| 6.25% | — | $1,494.9万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 礼来LLY |
| 6.02% | — | $1,439.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 DANAHER DEL COMDHR |
| 5.98% | — | $1,428.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 布鲁克菲尔德BN |
| 5.79% | 6.11% | $1,384.2万 | 32.5万股 | $1,436.7万 | 35.5万股 | -3.0万股-8.45% | 减仓 |
 切尼尔能源LNG |
| 5.6% | — | $1,338.5万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 5.5% | — | $1,314.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 Meta平台META |
| 5.42% | 9.85% | $1,295.6万 | 2.3万股 | $2,317.1万 | 4.1万股 | -1.8万股-43.21% | 减仓 |
 亚马逊AMZN |
| 5.14% | 9.74% | $1,227.5万 | 5.2万股 | $2,291.0万 | 11.0万股 | -5.9万股-53.18% | 减仓 |
 伊顿ETN |
| 4.9% | — | $1,171.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 4.7% | 6.92% | $1,122.2万 | 15.0万股 | $1,627.3万 | 25.0万股 | -10.0万股-40.00% | 减仓 |
 FICOFICO |
| 4.25% | — | $1,015.6万 | 8,500股 | $0 | 0股 | +8,500股 | 新买入 |
 INGREDION COMINGR |
| 4.16% | 4.79% | $994.5万 | 10.5万股 | $1,126.6万 | 10.0万股 | +5,000股+5.00% | 加仓 |
| AAMCORAMCR |
| 3.72% | 4.23% | $888.7万 | 20.5万股 | $993.8万 | 25.0万股 | -4.5万股-18.00% | 减仓 |
 LENNARLEN |
| 2.06% | — | $492.1万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| AATLASSIAN CL ATEAM |
| 1.95% | — | $466.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
