| MMUELLER INDSMLI |
| 12.02% | 14.67% | $317.9万 | 2.6万股 | $339.0万 | 3.1万股 | -4,736股-15.48% | 减仓 |
 安费诺APH |
| 10.47% | — | $276.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 固安捷GWW |
| 10.25% | 11.99% | $271.0万 | 1,992股 | $277.2万 | 2,541股 | -549股-21.61% | 减仓 |
 哈勃HUBB |
| 10.25% | 12.71% | $270.9万 | 5,178股 | $293.8万 | 5,986股 | -808股-13.50% | 减仓 |
 谷歌AGOOGL |
| 9.65% | 11.14% | $255.1万 | 7,138股 | $257.5万 | 8,955股 | -1,817股-20.29% | 减仓 |
 博通AVGO |
| 9.41% | 10.62% | $248.7万 | 6,584股 | $245.4万 | 7,929股 | -1,345股-16.96% | 减仓 |
 iShares安硕·MBSACGL |
| 8.33% | 6.8% | $220.1万 | 2.3万股 | $157.1万 | 1.6万股 | +6,313股+38.57% | 加仓 |
 NETFLIXNFLX |
| 6.37% | — | $168.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 宣伟SHW |
| 5.37% | 5.72% | $142.1万 | 4,127股 | $132.3万 | 4,127股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 4.31% | 4.94% | $113.8万 | 1.2万股 | $114.1万 | 1.2万股 | 00.00% | 持仓不变 |
| IINTERDIGITALIDCC |
| 4.28% | — | $113.3万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.38% | — | $63.0万 | 7,238股 | $0 | 0股 | +7,238股 | 新买入 |
 Meta平台META |
| 2.37% | — | $62.7万 | 1,113股 | $0 | 0股 | +1,113股 | 新买入 |
 汽车地带AZO |
| 2.37% | 4.11% | $62.6万 | 196股 | $94.9万 | 281股 | -85股-30.25% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 2.18% | — | $57.6万 | 6,812股 | $0 | 0股 | +6,812股 | 新买入 |
