| SSPDR标普500 ETFSPY |
| 14.08% | 8.01% | $10.32亿 | 143.9万股 | $2.93亿 | 45.1万股 | +98.8万股+219.11% | 加仓 |
 SYSCO COMSYY |
| 5.6% | — | $4.11亿 | 491.6万股 | $0 | 0股 | +491.6万股 | 新买入 |
| RROCKET LAB COMRKLB |
| 3.33% | 2.07% | $2.44亿 | 239.4万股 | $7,574.2万 | 235.9万股 | +3.6万股+1.51% | 加仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 3.28% | 0.91% | $2.40亿 | 1,138.5万股 | $3,338.0万 | 178.5万股 | +960.0万股+537.82% | 加仓 |
 Live NationLYV |
| 3.25% | 0.23% | $2.38亿 | 130.2万股 | $826.4万 | 4.5万股 | +125.7万股+2,794.00% | 加仓 |
 特斯拉TSLA |
| 2.71% | 1.88% | $1.99亿 | 47.3万股 | $6,877.4万 | 18.5万股 | +28.8万股+155.57% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.44% | 0.35% | $1.79亿 | 70.3万股 | $1,267.5万 | 8.4万股 | +61.9万股+736.73% | 加仓 |
| IiShares安硕信托IVV |
| 2.38% | 4.45% | $1.75亿 | 23.3万股 | $1.63亿 | 24.9万股 | -1.6万股-6.34% | 减仓 |
 迈威尔MRVL |
| 2.14% | 0.01% | $1.57亿 | 52.7万股 | $42.7万 | 4,314股 | +52.2万股+12,110.64% | 加仓 |
 IRENIREN |
| 2.12% | 1.19% | $1.56亿 | 338.1万股 | $4,363.1万 | 331.1万股 | +7.0万股+2.12% | 加仓 |
 科磊KLAC |
| 2.02% | 1.5% | $1.48亿 | 49.2万股 | $5,485.2万 | 3.7万股 | +45.4万股+1,219.92% | 加仓 |
| RRiot PlatformsRIOT |
| 1.92% | 1.71% | $1.41亿 | 514.1万股 | $6,253.7万 | 506.0万股 | +8.1万股+1.61% | 加仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 1.87% | — | $1.37亿 | 90.8万股 | $0 | 0股 | +90.8万股 | 新买入 |
| EENERGY TRANSFER L PET |
| 1.75% | 1.69% | $1.28亿 | 670.3万股 | $6,176.0万 | 320.0万股 | +350.3万股+109.48% | 加仓 |
 VisaV |
| 1.68% | — | $1.24亿 | 36.0万股 | $0 | 0股 | +36.0万股 | 新买入 |
 Bloom EnergyBE |
| 1.67% | 0.52% | $1.23亿 | 40.5万股 | $1,912.5万 | 39.5万股 | +1.0万股+2.58% | 加仓 |
 CloudflareNET |
| 1.51% | 0.4% | $1.11亿 | 45.3万股 | $1,467.1万 | 10.0万股 | +35.3万股+352.50% | 加仓 |
 CAESARS ENTERTAINMENT NECZR |
| 1.4% | 1.15% | $1.03亿 | 340.0万股 | $4,228.8万 | 160.0万股 | +180.0万股+112.50% | 加仓 |
 谷歌AGOOGL |
| 1.32% | 1.58% | $9,664.4万 | 27.0万股 | $5,769.3万 | 20.1万股 | +7.0万股+34.79% | 加仓 |
 CencoraCOR |
| 1.31% | 2.47% | $9,621.3万 | 34.0万股 | $9,044.1万 | 28.8万股 | +5.2万股+18.10% | 加仓 |
 NISOURCE COMNI |
| 1.3% | 2.1% | $9,544.7万 | 200.7万股 | $7,703.6万 | 165.1万股 | +35.6万股+21.58% | 加仓 |
 道明尼能源D |
| 1.16% | — | $8,528.1万 | 124.9万股 | $0 | 0股 | +124.9万股 | 新买入 |
 美光科技MU |
| 1.15% | 0.52% | $8,423.2万 | 7.3万股 | $1,922.2万 | 5.7万股 | +1.6万股+28.25% | 加仓 |
| CCleanSparkCLSK |
| 1.13% | 0.08% | $8,295.9万 | 553.1万股 | $293.4万 | 9.6万股 | +543.5万股+5,678.23% | 加仓 |
 EntergyETR |
| 1.01% | 4.28% | $7,398.1万 | 64.4万股 | $1.57亿 | 139.4万股 | -75.0万股-53.81% | 减仓 |
 AVIS BUDGETCAR |
| 1.01% | 1.59% | $7,391.5万 | 50.0万股 | $5,834.0万 | 40.0万股 | +10.0万股+25.00% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.97% | 1.75% | $7,108.2万 | 88.5万股 | $6,395.7万 | 80.5万股 | +8.0万股+9.95% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.95% | — | $6,952.9万 | 22.1万股 | $0 | 0股 | +22.1万股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.92% | 0.9% | $6,756.3万 | 375.4万股 | $3,295.4万 | 449.6万股 | -74.3万股-16.52% | 减仓 |
 联邦快递FDX |
| 0.87% | 4.35% | $6,361.5万 | 27.7万股 | $1.59亿 | 44.7万股 | -17.0万股-37.97% | 减仓 |
 霍尼韦尔HON |
| 0.84% | 4.31% | $6,153.9万 | 27.5万股 | $1.58亿 | 69.9万股 | -42.4万股-60.65% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.83% | — | $6,076.4万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.96% | $5,774.7万 | 16.3万股 | $3,515.7万 | 32.6万股 | -16.2万股-49.85% | 减仓 |
 超微电脑SMCI |
| 0.78% | 0.53% | $5,740.3万 | 197.9万股 | $1,929.5万 | 84.7万股 | +113.2万股+133.59% | 加仓 |
 阿里巴巴BABA |
| 0.76% | 0.35% | $5,544.3万 | 57.8万股 | $1,273.9万 | 25.3万股 | +32.4万股+128.20% | 加仓 |
 微软MSFT |
| 0.75% | 2.84% | $5,521.6万 | 14.8万股 | $1.04亿 | 28.1万股 | -13.3万股-47.32% | 减仓 |
 FLUTTER ENTMTFLUT |
| 0.72% | — | $5,254.6万 | 51.4万股 | $0 | 0股 | +51.4万股 | 新买入 |
 思科CSCO |
| 0.71% | 0.63% | $5,227.0万 | 44.5万股 | $2,288.9万 | 29.5万股 | +15.0万股+50.85% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.72% | $4,905.0万 | 20.6万股 | $2,624.2万 | 12.6万股 | +8.0万股+63.33% | 加仓 |
 英伟达NVDA |
| 0.67% | 1.35% | $4,893.3万 | 24.5万股 | $4,956.4万 | 28.4万股 | -4.0万股-13.95% | 减仓 |
| IiShares安硕信托EEM |
| 0.67% | — | $4,883.1万 | 71.4万股 | $0 | 0股 | +71.4万股 | 新买入 |
 康宁GLW |
| 0.66% | 0.56% | $4,853.2万 | 19.0万股 | $2,053.1万 | 15.1万股 | +3.9万股+25.83% | 加仓 |
 泛林集团LRCX |
| 0.66% | 0.79% | $4,833.0万 | 11.2万股 | $2,898.5万 | 13.6万股 | -2.4万股-17.79% | 减仓 |
 DatadogDDOG |
| 0.66% | 0.46% | $4,815.7万 | 34.9万股 | $1,695.3万 | 14.4万股 | +20.6万股+143.33% | 加仓 |
| SSANDISK COMSNDK |
| 0.65% | — | $4,768.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| N新纪元能源NEE |
| 0.62% | 1.49% | $4,539.5万 | 51.7万股 | $5,464.0万 | 58.8万股 | -7.1万股-12.08% | 减仓 |
 自由港麦克莫兰FCX |
| 0.62% | — | $4,533.1万 | 72.1万股 | $0 | 0股 | +72.1万股 | 新买入 |
| E爱克斯龙EXC |
| 0.62% | 2.22% | $4,522.1万 | 97.0万股 | $8,114.8万 | 165.5万股 | -68.5万股-41.40% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.56% | 1.92% | $4,102.5万 | 10.3万股 | $7,022.2万 | 22.1万股 | -11.7万股-53.20% | 减仓 |
| AAMEREN COMDHS |
| 0.55% | — | $4,001.6万 | 35.4万股 | $0 | 0股 | +35.4万股 | 新买入 |
