 英伟达NVDA |
| 7.24% | — | $850.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 雪佛龙CVX |
| 7.05% | 8.43% | $828.8万 | 5.0万股 | $842.8万 | 4.0万股 | +1.0万股+25.00% | 加仓 |
 EntergyETR |
| 5.86% | 8.33% | $689.2万 | 6.0万股 | $833.0万 | 7.5万股 | -1.5万股-20.00% | 减仓 |
 台积电TSM |
| 5.08% | 6.65% | $597.0万 | 1.3万股 | $664.7万 | 2.1万股 | -8,500股-40.48% | 减仓 |
 亚马逊AMZN |
| 5.07% | 8.04% | $595.9万 | 2.5万股 | $803.6万 | 4.0万股 | -1.5万股-37.50% | 减仓 |
| C花旗集团C |
| 4.76% | — | $559.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 ALTRIAMO |
| 4.59% | — | $539.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| CCRHCRH |
| 4.55% | — | $535.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 4.43% | — | $520.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 沃尔玛WMT |
| 4.34% | — | $509.7万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 诺和诺德NVO |
| 4.08% | — | $479.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 雷神技术RTX |
| 4.04% | — | $474.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 达美航空DAL |
| 3.98% | 6.32% | $468.3万 | 5.0万股 | $631.9万 | 10.0万股 | -5.0万股-50.00% | 减仓 |
| SSpaceXSPCX |
| 3.63% | — | $427.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 优步UBER |
| 3.61% | — | $424.0万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 莫德纳MRNA |
| 3.58% | — | $420.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 3.5% | — | $411.9万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 卡梅科CCJ |
| 3.47% | — | $407.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 QUANTA SVCSPWR |
| 3.06% | — | $360.0万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 阿斯麦ASML |
| 2.79% | — | $328.3万 | 1,650股 | $0 | 0股 | +1,650股 | 新买入 |
| T赛默飞世尔TMO |
| 2.77% | — | $325.9万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
 RobinhoodHOOD |
| 2.56% | 4.89% | $300.8万 | 3.0万股 | $488.6万 | 7.5万股 | -4.5万股-60.00% | 减仓 |
 DANAHER DEL COMDHR |
| 2.43% | — | $285.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 2.07% | — | $243.2万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.44% | — | $168.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
