| AAlphabet Inc Class CGOOG |
| 6.48% | 7.5% | $6,206.7万 | 17.3万股 | $6,753.7万 | 19.9万股 | -2.6万股-13.05% | 减仓 |
| MMUELLER INDSMLI |
| 5.95% | 3.44% | $5,704.0万 | 46.4万股 | $3,096.8万 | 25.4万股 | +21.0万股+82.88% | 加仓 |
 英伟达NVDA |
| 4.81% | 4.99% | $4,608.5万 | 22.6万股 | $4,492.4万 | 22.3万股 | +3,028股+1.36% | 加仓 |
 微软MSFT |
| 4.07% | 4.75% | $3,903.7万 | 10.2万股 | $4,278.4万 | 10.1万股 | +640股+0.63% | 加仓 |
 VisaV |
| 3.97% | 3.81% | $3,801.7万 | 10.9万股 | $3,428.3万 | 10.8万股 | +1,251股+1.16% | 加仓 |
 苹果AAPL |
| 3.85% | 3.67% | $3,686.9万 | 11.8万股 | $3,303.1万 | 12.2万股 | -4,589股-3.75% | 减仓 |
 好市多COST |
| 3.53% | 3.9% | $3,379.4万 | 3.5万股 | $3,510.7万 | 3.5万股 | +345股+0.98% | 加仓 |
 TJXTJX |
| 3.34% | 3.68% | $3,199.6万 | 20.9万股 | $3,309.5万 | 20.6万股 | +3,442股+1.67% | 加仓 |
 阿斯麦ASML |
| 3.07% | 3.04% | $2,941.9万 | 1.7万股 | $2,735.0万 | 1.9万股 | -2,101股-11.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.95% | 2.97% | $2,830.2万 | 5.7万股 | $2,673.2万 | 5.6万股 | +874股+1.55% | 加仓 |
 固安捷GWW |
| 2.94% | 2.68% | $2,822.6万 | 2.1万股 | $2,414.7万 | 2.1万股 | +148股+0.71% | 加仓 |
 摩根大通JPM |
| 2.94% | 2.91% | $2,819.3万 | 8.5万股 | $2,617.6万 | 8.4万股 | +913股+1.08% | 加仓 |
 MCKESSON COMMCK |
| 2.89% | 1.66% | $2,768.7万 | 3.4万股 | $1,492.2万 | 1.7万股 | +1.7万股+96.35% | 加仓 |
 HOULIHAN LOKEYHLI |
| 2.88% | 3.7% | $2,762.7万 | 20.6万股 | $3,333.8万 | 20.5万股 | +537股+0.26% | 加仓 |
 TECHNIPFMC COMFTI |
| 2.86% | 3.43% | $2,738.2万 | 38.9万股 | $3,088.3万 | 43.8万股 | -4.9万股-11.27% | 减仓 |
 嘉信理财SCHW |
| 2.64% | 2.5% | $2,530.9万 | 24.9万股 | $2,251.6万 | 24.4万股 | +4,867股+1.99% | 加仓 |
 台积电TSM |
| 2.63% | 2.4% | $2,519.9万 | 5.8万股 | $2,164.4万 | 5.8万股 | -752股-1.29% | 减仓 |
 飞塔FTNT |
| 2.58% | 1.47% | $2,468.6万 | 15.8万股 | $1,319.8万 | 16.1万股 | -3,746股-2.32% | 减仓 |
 EMCOREME |
| 2.57% | 3.27% | $2,465.8万 | 3.2万股 | $2,943.7万 | 3.7万股 | -4,454股-12.20% | 减仓 |
 FERRARI COMRACE |
| 2.42% | 2.54% | $2,319.8万 | 6.2万股 | $2,285.3万 | 6.1万股 | +562股+0.92% | 加仓 |
 ROYAL GOLD COMRGLD |
| 2.27% | 3.35% | $2,174.6万 | 11.3万股 | $3,014.4万 | 11.2万股 | +874股+0.78% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 2.23% | 2.62% | $2,137.1万 | 11.1万股 | $2,362.3万 | 12.7万股 | -1.6万股-12.63% | 减仓 |
 优步UBER |
| 2.21% | — | $2,122.9万 | 28.8万股 | $0 | 0股 | +28.8万股 | 新买入 |
 W.R.伯克利WRB |
| 2.02% | 2.01% | $1,933.9万 | 27.1万股 | $1,806.3万 | 27.0万股 | +1,031股+0.38% | 加仓 |
| GGARMIN SHSGRMN |
| 1.94% | 2.25% | $1,857.4万 | 7.6万股 | $2,024.7万 | 7.6万股 | +554股+0.73% | 加仓 |
 星座能源CEG |
| 1.68% | 1.71% | $1,615.0万 | 6.6万股 | $1,538.3万 | 5.2万股 | +1.4万股+27.18% | 加仓 |
 赛富时CRM |
| 1.67% | 1.35% | $1,597.7万 | 9.6万股 | $1,213.4万 | 6.7万股 | +2.9万股+43.97% | 加仓 |
 FICOFICO |
| 1.66% | 1.82% | $1,595.4万 | 1.3万股 | $1,639.8万 | 1.5万股 | -2,674股-17.51% | 减仓 |
 福泰制药VRTX |
| 1.6% | 1.49% | $1,534.5万 | 3.1万股 | $1,341.7万 | 3.0万股 | +375股+1.23% | 加仓 |
 财捷INTU |
| 1.17% | 0.62% | $1,122.7万 | 4.1万股 | $556.5万 | 1.4万股 | +2.7万股+191.58% | 加仓 |
| M晨星MORN |
| 0.99% | 1.18% | $950.6万 | 5.8万股 | $1,063.7万 | 5.8万股 | -118股-0.20% | 减仓 |
 强生JNJ |
| 0.67% | 0.63% | $644.4万 | 2.4万股 | $562.7万 | 2.4万股 | +433股+1.80% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.65% | $618.5万 | 1.7万股 | $583.9万 | 1.7万股 | 00.00% | 持仓不变 |
 STOCK YDS BANCORPSYBT |
| 0.48% | 0.5% | $463.7万 | 6.2万股 | $446.4万 | 6.2万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.45% | 0.96% | $430.6万 | 1.9万股 | $868.3万 | 3.6万股 | -1.6万股-45.14% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.39% | 0.4% | $374.1万 | 5股 | $355.8万 | 5股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.35% | — | $333.3万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 埃克森美孚XOM |
| 0.29% | 0.32% | $276.6万 | 2.0万股 | $286.9万 | 2.0万股 | +2股+0.01% | 加仓 |
 特灵科技TT |
| 0.27% | 0.3% | $263.4万 | 5,578股 | $268.5万 | 5,639股 | -61股-1.08% | 减仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.27% | 0.27% | $263.0万 | 1.4万股 | $239.0万 | 1.4万股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.27% | 0.26% | $256.8万 | 1.0万股 | $233.6万 | 1.0万股 | +24股+0.23% | 加仓 |
 应用材料AMAT |
| 0.26% | 0.21% | $249.8万 | 4,378股 | $187.3万 | 4,718股 | -340股-7.21% | 减仓 |
 CrowdStrikeCRWD |
| 0.25% | 0.04% | $240.5万 | 3,152股 | $33.4万 | 788股 | +2,364股+300.00% | 加仓 |
 亚马逊AMZN |
| 0.24% | 2.5% | $234.8万 | 9,637股 | $2,245.6万 | 9.0万股 | -8.0万股-89.25% | 减仓 |
 AMGEN COMAMGN |
| 0.22% | 0.23% | $211.2万 | 5,739股 | $203.9万 | 5,739股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.18% | 0.15% | $176.1万 | 1,448股 | $134.2万 | 1,448股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.16% | 0.19% | $154.0万 | 5,534股 | $172.3万 | 5,534股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.15% | 0.14% | $148.3万 | 5,905股 | $127.6万 | 5,905股 | 00.00% | 持仓不变 |
 FIRST SOLAR COMFSLR |
| 0.14% | 0.13% | $135.7万 | 6,050股 | $115.2万 | 6,050股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.14% | 0.13% | $133.9万 | 1.6万股 | $117.9万 | 1.6万股 | +500股+3.21% | 加仓 |
