 ARROWHEAD PHARMACEUTICALS INARWR |
| 19.58% | 20.13% | $6,685.8万 | 82.0万股 | $5,142.9万 | 82.0万股 | 00.00% | 持仓不变 |
 ENTERPRISE FINL SVCSEFSC |
| 11.09% | 12.21% | $3,788.2万 | 57.5万股 | $3,119.5万 | 57.7万股 | -1,484股-0.26% | 减仓 |
 英特尔INTC |
| 5.23% | 2.78% | $1,785.1万 | 12.8万股 | $710.5万 | 16.1万股 | -3.3万股-20.59% | 减仓 |
 希捷STX |
| 2.72% | 1.57% | $929.7万 | 9,634股 | $402.1万 | 1.0万股 | -630股-6.14% | 减仓 |
 泛林集团LRCX |
| 2.64% | 1.77% | $901.8万 | 2.1万股 | $452.1万 | 2.1万股 | -349股-1.65% | 减仓 |
 应用材料AMAT |
| 2.52% | 1.57% | $860.9万 | 1.2万股 | $399.8万 | 1.2万股 | +210股+1.80% | 加仓 |
 GE VernovaGEV |
| 2.41% | 0.96% | $821.7万 | 6,994股 | $246.5万 | 2,824股 | +4,170股+147.66% | 加仓 |
 卡特彼勒CAT |
| 2.2% | 1.9% | $751.3万 | 7,055股 | $484.7万 | 6,842股 | +213股+3.11% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.15% | 3.06% | $734.6万 | 8.9万股 | $781.3万 | 9.8万股 | -9,246股-9.42% | 减仓 |
| B纽约梅隆银行BK |
| 1.8% | 1.91% | $613.6万 | 4.2万股 | $489.0万 | 4.1万股 | +1,214股+2.95% | 加仓 |
 高盛GS |
| 1.79% | 1.86% | $612.5万 | 6,056股 | $476.1万 | 5,628股 | +428股+7.60% | 加仓 |
 AMD超威AMD |
| 1.67% | 0.76% | $570.1万 | 9,814股 | $194.9万 | 9,579股 | +235股+2.45% | 加仓 |
 美光科技MU |
| 1.64% | 1.02% | $559.0万 | 4,843股 | $260.5万 | 7,710股 | -2,867股-37.19% | 减仓 |
 西部数据WDC |
| 1.6% | 0.96% | $546.5万 | 8,556股 | $245.2万 | 9,065股 | -509股-5.62% | 减仓 |
 通用汽车GM |
| 1.47% | 1.75% | $501.3万 | 6.5万股 | $447.6万 | 6.0万股 | +4,950股+8.24% | 加仓 |
 强生JNJ |
| 1.4% | 0.25% | $477.9万 | 1.9万股 | $63.1万 | 2,580股 | +1.6万股+629.42% | 加仓 |
 谷歌AGOOGL |
| 1.39% | 1.44% | $473.1万 | 1.3万股 | $366.8万 | 1.3万股 | +482股+3.78% | 加仓 |
 德州仪器TXN |
| 1.31% | — | $448.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 洛克希德马丁LMT |
| 1.19% | 1.41% | $406.8万 | 7,984股 | $360.8万 | 5,969股 | +2,015股+33.76% | 加仓 |
 GE航空GE |
| 1.14% | 2.22% | $388.6万 | 1.0万股 | $566.5万 | 2.0万股 | -9,568股-47.92% | 减仓 |
 阿斯麦ASML |
| 1.13% | 0.97% | $385.4万 | 1,937股 | $247.3万 | 1,872股 | +65股+3.47% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.1% | 1.14% | $377.1万 | 9,494股 | $291.7万 | 9,168股 | +326股+3.56% | 加仓 |
 科磊KLAC |
| 1.08% | 0.74% | $370.4万 | 1.2万股 | $187.9万 | 1,276股 | +1.1万股+861.99% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.91% | 0.99% | $309.1万 | 8,749股 | $252.0万 | 8,785股 | -36股-0.41% | 减仓 |
 华纳兄弟探索WBD |
| 0.86% | 0.91% | $294.5万 | 11.0万股 | $232.5万 | 8.5万股 | +2.6万股+30.50% | 加仓 |
 特斯拉TSLA |
| 0.79% | 1.14% | $269.1万 | 6,399股 | $291.9万 | 7,851股 | -1,452股-18.49% | 减仓 |
| IiShares安硕信托GJS |
| 0.77% | 0.97% | $263.9万 | 11.6万股 | $248.5万 | 10.8万股 | +7,390股+6.81% | 加仓 |
 戴蒙德能源FANG |
| 0.77% | — | $261.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 安费诺APH |
| 0.72% | 0.69% | $246.4万 | 1.4万股 | $176.5万 | 1.4万股 | +5股+0.04% | 加仓 |
 迈威尔MRVL |
| 0.72% | — | $246.2万 | 8,266股 | $0 | 0股 | +8,266股 | 新买入 |
 WELLTOWER COMWELL |
| 0.67% | 0.77% | $230.1万 | 1.0万股 | $196.8万 | 9,953股 | +187股+1.88% | 加仓 |
 博通AVGO |
| 0.67% | 0.74% | $230.0万 | 6,089股 | $189.9万 | 6,137股 | -48股-0.78% | 减仓 |
| TTERADYNETER |
| 0.6% | 0.49% | $205.2万 | 4,241股 | $125.4万 | 4,230股 | +11股+0.26% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.57% | 0.75% | $196.3万 | 2.1万股 | $191.2万 | 2.1万股 | +599股+2.89% | 加仓 |
 QUANTA SVCSPWR |
| 0.57% | 0.58% | $196.2万 | 2,725股 | $148.9万 | 2,712股 | +13股+0.48% | 加仓 |
 CrowdStrikeCRWD |
| 0.57% | 0.4% | $193.7万 | 2,538股 | $101.0万 | 2,587股 | -49股-1.89% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.52% | 0.72% | $179.3万 | 5,645股 | $184.7万 | 6,710股 | -1,065股-15.87% | 减仓 |
 苹果AAPL |
| 0.52% | 0.64% | $178.2万 | 6,160股 | $164.1万 | 6,467股 | -307股-4.75% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.47% | 0.49% | $162.1万 | 1.9万股 | $125.3万 | 1.9万股 | -58股-0.31% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.47% | 0.54% | $162.1万 | 6,028股 | $137.6万 | 5,969股 | +59股+0.99% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.56% | $159.4万 | 7,969股 | $143.6万 | 8,232股 | -263股-3.19% | 减仓 |
 CloudflareNET |
| 0.46% | 0.5% | $157.1万 | 6,404股 | $128.9万 | 6,247股 | +157股+2.51% | 加仓 |
 希尔顿HLT |
| 0.45% | 0.55% | $153.8万 | 4,653股 | $140.7万 | 4,627股 | +26股+0.56% | 加仓 |
| IiShares安硕信托SHYG |
| 0.42% | 0.53% | $145.1万 | 3.4万股 | $136.0万 | 3.2万股 | +2,060股+6.41% | 加仓 |
 万豪MAR |
| 0.42% | 0.5% | $145.0万 | 3,913股 | $127.1万 | 3,887股 | +26股+0.67% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.42% | 0.15% | $142.3万 | 1.5万股 | $39.5万 | 5,458股 | +9,342股+171.16% | 加仓 |
| IiShares安硕信托TLT |
| 0.41% | 0.51% | $139.1万 | 1.6万股 | $129.4万 | 1.5万股 | +1,161股+7.78% | 加仓 |
| IiShares安硕信托SHV |
| 0.4% | 0.51% | $137.2万 | 1.2万股 | $129.8万 | 1.2万股 | +675股+5.74% | 加仓 |
 雷神技术RTX |
| 0.4% | 0.46% | $137.2万 | 7,229股 | $116.5万 | 6,041股 | +1,188股+19.67% | 加仓 |
 沃尔玛WMT |
| 0.36% | 1.74% | $124.4万 | 1.1万股 | $444.3万 | 3.6万股 | -2.5万股-69.28% | 减仓 |
