 微软MSFT |
| 8.28% | 8.28% | $542.0万 | 2.3万股 | $542.0万 | 2.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 7.94% | 7.94% | $519.7万 | 4.0万股 | $519.7万 | 4.0万股 | 00.00% | 持仓不变 |
 Ares管理ARES |
| 7.32% | 7.32% | $479.1万 | 7.0万股 | $479.1万 | 7.0万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 7.24% | 7.24% | $473.8万 | 1.5万股 | $473.8万 | 1.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 5.86% | 5.86% | $383.8万 | 4.4万股 | $383.8万 | 4.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 5.42% | 5.42% | $354.9万 | 4.0万股 | $354.9万 | 4.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 5.31% | 5.31% | $347.7万 | 1.0万股 | $347.7万 | 1.0万股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 5.15% | 5.15% | $337.1万 | 18.3万股 | $337.1万 | 18.3万股 | 00.00% | 持仓不变 |
 波音BA |
| 4.37% | 4.37% | $285.7万 | 1.5万股 | $285.7万 | 1.5万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 4.14% | 4.14% | $271.0万 | 1.5万股 | $271.0万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 3.8% | 3.8% | $248.6万 | 6,500股 | $248.6万 | 6,500股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 3.74% | 3.74% | $244.5万 | 1.0万股 | $244.5万 | 1.0万股 | 00.00% | 持仓不变 |
 VAIL RESORTSMTN |
| 3.64% | 3.64% | $238.4万 | 1.0万股 | $238.4万 | 1.0万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 2.68% | 2.68% | $175.5万 | 1.5万股 | $175.5万 | 1.5万股 | 00.00% | 持仓不变 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.51% | 2.51% | $164.2万 | 3,500股 | $164.2万 | 3,500股 | 00.00% | 持仓不变 |
 宝洁PG |
| 2.32% | 2.32% | $151.6万 | 1.0万股 | $151.6万 | 1.0万股 | 00.00% | 持仓不变 |
| NNEW FORTRESS ENERGY INC COM CL ANFE |
| 2.28% | 2.28% | $149.5万 | 3.5万股 | $149.5万 | 3.5万股 | 00.00% | 持仓不变 |
 TECK RESOURCESTECK |
| 2.02% | 2.02% | $132.4万 | 3.5万股 | $132.4万 | 3.5万股 | 00.00% | 持仓不变 |
 GREEN PLAINSGPRE |
| 1.88% | 1.88% | $122.8万 | 4.0万股 | $122.8万 | 4.0万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.85% | 1.85% | $121.1万 | 1.2万股 | $121.1万 | 1.2万股 | 00.00% | 持仓不变 |
 ANTERO RESOURCESAR |
| 1.54% | 1.54% | $100.7万 | 3.3万股 | $100.7万 | 3.3万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.52% | 1.52% | $99.4万 | 3.0万股 | $99.4万 | 3.0万股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 1.24% | 1.24% | $81.1万 | 3.3万股 | $81.1万 | 3.3万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 1.2% | 1.2% | $78.8万 | 1.0万股 | $78.8万 | 1.0万股 | 00.00% | 持仓不变 |
| CCONSTELLIUMCSTM |
| 1.17% | 1.17% | $76.9万 | 6.5万股 | $76.9万 | 6.5万股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1.09% | 1.09% | $71.5万 | 3,900股 | $71.5万 | 3,900股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 1.05% | 1.05% | $68.9万 | 4,100股 | $68.9万 | 4,100股 | 00.00% | 持仓不变 |
 BORGWARNERBWA |
| 0.8% | 0.8% | $52.3万 | 1.3万股 | $52.3万 | 1.3万股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 0.62% | 0.62% | $40.6万 | 6,250股 | $40.6万 | 6,250股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.55% | 0.55% | $35.9万 | 3,500股 | $35.9万 | 3,500股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.53% | 0.53% | $34.9万 | 2,500股 | $34.9万 | 2,500股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.48% | 0.48% | $31.3万 | 4,400股 | $31.3万 | 4,400股 | 00.00% | 持仓不变 |
 TradewebTW |
| 0.38% | 0.38% | $24.7万 | 3,800股 | $24.7万 | 3,800股 | 00.00% | 持仓不变 |
| EENLIVEX LTDENLV |
| 0.07% | 0.07% | $4.6万 | 1.2万股 | $4.6万 | 1.2万股 | 00.00% | 持仓不变 |
