| SSOLSTICE ADVANCED MATLSSOL |
| 12.64% | 13.4% | $4,235.1万 | 47.8万股 | $4,836.2万 | 63.5万股 | -15.7万股-24.72% | 减仓 |
 亚马逊AMZN |
| 11.53% | 6.75% | $3,861.1万 | 16.2万股 | $2,436.8万 | 11.7万股 | +4.5万股+38.46% | 加仓 |
 微软MSFT |
| 11.14% | 10.19% | $3,730.2万 | 10.0万股 | $3,679.5万 | 9.9万股 | +600股+0.60% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 8.24% | 12.17% | $2,759.4万 | 27.2万股 | $4,394.8万 | 37.5万股 | -10.4万股-27.58% | 减仓 |
 PERIMETER SOLUTIONSPRM |
| 7.33% | 6.35% | $2,456.3万 | 68.9万股 | $2,291.2万 | 93.8万股 | -24.9万股-26.57% | 减仓 |
 TransDigmTDG |
| 6.67% | 5.38% | $2,234.0万 | 1.7万股 | $1,943.7万 | 1.7万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 5.44% | 4.96% | $1,821.0万 | 1.6万股 | $1,789.4万 | 2.1万股 | -5,000股-24.39% | 减仓 |
 VertivVRT |
| 5.4% | 7.57% | $1,808.0万 | 5.4万股 | $2,731.3万 | 10.9万股 | -5.5万股-50.46% | 减仓 |
 EXPAND ENERGYEXE |
| 5.34% | 5.96% | $1,787.3万 | 19.6万股 | $2,151.7万 | 19.6万股 | 00.00% | 持仓不变 |
| VVALMONT INDSVMI |
| 5.17% | 3.32% | $1,732.8万 | 3.0万股 | $1,198.7万 | 3.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 5.11% | 4.29% | $1,711.8万 | 4.8万股 | $1,549.9万 | 5.4万股 | -6,000股-11.13% | 减仓 |
 ANTERO RESOURCESAR |
| 5.04% | 5.64% | $1,686.7万 | 48.0万股 | $2,037.1万 | 48.0万股 | 00.00% | 持仓不变 |
 FLOWSERVEFLS |
| 4.65% | 2.75% | $1,557.4万 | 21.0万股 | $992.4万 | 13.5万股 | +7.5万股+55.56% | 加仓 |
| VVERSIGENT PLCVGNT |
| 3.77% | — | $1,261.9万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| QQXOQXO |
| 2.54% | 2.65% | $850.2万 | 49.2万股 | $955.5万 | 49.2万股 | 00.00% | 持仓不变 |
| GGRAB LIMITED |
| <0.01% | <0.01% | $3,568 | 8.0万股 | $6,496 | 8.0万股 | 00.00% | 持仓不变 |
