| SSPDR行业精选信托XLE |
| 36.5% | — | $4.25亿 | 800.0万股 | $0 | 0股 | +800.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 6.41% | 12.8% | $7,467.7万 | 10.0万股 | $4,877.6万 | 7.5万股 | +2.5万股+33.33% | 加仓 |
| AAPPLOVINAPP |
| 4.87% | 4.18% | $5,667.5万 | 11.0万股 | $1,592.0万 | 4.0万股 | +7.0万股+175.00% | 加仓 |
 亚马逊AMZN |
| 4.09% | — | $4,766.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| NNRG ENERGYNRG |
| 3.78% | 5.79% | $4,396.4万 | 30.1万股 | $2,206.7万 | 15.1万股 | +15.0万股+99.34% | 加仓 |
 NubankNU |
| 3.44% | — | $4,008.0万 | 300.0万股 | $0 | 0股 | +300.0万股 | 新买入 |
 壳牌SHEL |
| 3.33% | — | $3,877.0万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
 微软MSFT |
| 3.2% | — | $3,730.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 2.92% | — | $3,402.2万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| BBOOST RUN INCBRUN |
| 2.5% | — | $2,910.8万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 2.47% | — | $2,874.9万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| BBROOKDALE SR LIVINGBKD |
| 2.17% | 4.02% | $2,526.1万 | 157.0万股 | $1,532.2万 | 112.0万股 | +45.0万股+40.18% | 加仓 |
 台积电TSM |
| 1.81% | 3.92% | $2,110.9万 | 4.4万股 | $1,493.7万 | 4.4万股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 1.79% | — | $2,083.0万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| RREGAL REXNORD COMRRX |
| 1.74% | — | $2,024.6万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 博通AVGO |
| 1.54% | — | $1,794.3万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| FFERMIFRMI |
| 1.48% | 1.81% | $1,717.5万 | 187.5万股 | $688.3万 | 117.9万股 | +69.6万股+59.09% | 加仓 |
| SSANDISK COMSNDK |
| 1.46% | — | $1,705.3万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
 LPL金融LPLA |
| 1.45% | — | $1,690.1万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| SSTONEXSNEX |
| 1.36% | 2.82% | $1,580.7万 | 13.3万股 | $1,075.8万 | 13.3万股 | 00.00% | 持仓不变 |
 Roper科技ROP |
| 1.22% | — | $1,421.2万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| MMKSMKSI |
| 1.13% | — | $1,312.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 VistraVST |
| 1.09% | 3.16% | $1,269.0万 | 8.0万股 | $1,202.6万 | 8.0万股 | 00.00% | 持仓不变 |
| LLIFTOFF MOBILE INC COMLFTO |
| 1.05% | — | $1,221.5万 | 50.9万股 | $0 | 0股 | +50.9万股 | 新买入 |
| FFACTSET RESH SYSFDS |
| 1.05% | — | $1,219.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 0.97% | — | $1,126.4万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 BRADYBRC |
| 0.88% | — | $1,025.0万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 SYSCO COMSYY |
| 0.86% | 5.99% | $1,003.0万 | 12.0万股 | $2,282.6万 | 32.0万股 | -20.0万股-62.50% | 减仓 |
 希捷STX |
| 0.83% | — | $965.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 西部数据WDC |
| 0.83% | — | $963.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 0.68% | — | $797.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| AAPPLIED AEROSPACE & DEFENSEAADX |
| 0.61% | — | $706.2万 | 31.0万股 | $0 | 0股 | +31.0万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 0.49% | — | $567.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
