| PPALMER SQUARE CAPITAL BDCPSBD |
| 13.47% | 13.89% | $3,444.8万 | 318.7万股 | $2,996.1万 | 295.5万股 | +23.2万股+7.85% | 加仓 |
 谷歌AGOOGL |
| 7.37% | 6.92% | $1,886.6万 | 5.3万股 | $1,493.1万 | 5.2万股 | +868股+1.67% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 6.07% | 2.29% | $1,551.8万 | 13.1万股 | $494.1万 | 4.4万股 | +8.7万股+195.78% | 加仓 |
 微软MSFT |
| 5.5% | 6.59% | $1,408.3万 | 3.8万股 | $1,420.8万 | 3.8万股 | -629股-1.64% | 减仓 |
 嘉信理财SCHW |
| 5.29% | 6.37% | $1,353.1万 | 14.7万股 | $1,374.6万 | 14.6万股 | +380股+0.26% | 加仓 |
 CrowdStrikeCRWD |
| 4.89% | 2.96% | $1,250.3万 | 1.6万股 | $639.6万 | 1.6万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 4.8% | 3.93% | $1,227.7万 | 12.2万股 | $848.4万 | 12.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.47% | 4.5% | $1,144.3万 | 4.8万股 | $970.2万 | 4.7万股 | +1,427股+3.06% | 加仓 |
 摩根大通JPM |
| 4.19% | 4.46% | $1,071.3万 | 3.3万股 | $962.7万 | 3.3万股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 3.91% | — | $999.9万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 OKTA CLASS AOKTA |
| 3.77% | 2.58% | $965.5万 | 7.1万股 | $557.0万 | 7.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.77% | 3.9% | $965.0万 | 4.8万股 | $841.1万 | 4.8万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 3.59% | 2.37% | $917.2万 | 5.8万股 | $511.6万 | 2.7万股 | +3.1万股+113.37% | 加仓 |
 甲骨文ORCL |
| 3.13% | 3.72% | $800.2万 | 5.5万股 | $803.3万 | 5.5万股 | 00.00% | 持仓不变 |
 好事达ALL |
| 2.16% | — | $551.9万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 苹果AAPL |
| 1.47% | 1.53% | $376.5万 | 1.3万股 | $330.2万 | 1.3万股 | 00.00% | 持仓不变 |
| AARCHER AVIATIONACHR |
| 1.14% | 1.47% | $290.7万 | 61.5万股 | $317.8万 | 61.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.85% | 0.65% | $216.7万 | 1,807股 | $139.3万 | 1,515股 | +292股+19.27% | 加仓 |
 博通AVGO |
| 0.85% | 0.63% | $216.6万 | 5,733股 | $136.3万 | 4,403股 | +1,330股+30.21% | 加仓 |
 康宁GLW |
| 0.83% | 0.75% | $212.1万 | 8,302股 | $162.5万 | 1.2万股 | -3,646股-30.52% | 减仓 |
 DANAHER DEL COMDHR |
| 0.61% | — | $156.5万 | 8,200股 | $0 | 0股 | +8,200股 | 新买入 |
 GE VernovaGEV |
| 0.58% | 0.74% | $149.4万 | 1,271股 | $159.4万 | 1,825股 | -554股-30.36% | 减仓 |
 Meta平台META |
| 0.57% | 0.68% | $144.6万 | 2,567股 | $146.9万 | 2,567股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.55% | 0.01% | $141.6万 | 1,227股 | $2.9万 | 86股 | +1,141股+1,326.74% | 加仓 |
 科磊KLAC |
| 0.51% | 0.42% | $131.5万 | 4,358股 | $89.7万 | 609股 | +3,749股+615.60% | 加仓 |
 艾伯维ABBV |
| 0.48% | 0.49% | $123.4万 | 4,902股 | $106.6万 | 4,902股 | 00.00% | 持仓不变 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.45% | 0.49% | $116.3万 | 1,744股 | $105.5万 | 1,744股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.42% | 0.37% | $107.1万 | 2,854股 | $79.3万 | 2,854股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.41% | 0.35% | $105.7万 | 2,208股 | $74.8万 | 2,208股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.4% | 0.36% | $103.1万 | 3,023股 | $77.1万 | 4,811股 | -1,788股-37.16% | 减仓 |
 VisaV |
| 0.4% | 0.42% | $101.7万 | 2,963股 | $89.6万 | 2,963股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.38% | 0.37% | $97.6万 | 6,976股 | $79.1万 | 6,976股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.38% | 0.38% | $97.0万 | 3,941股 | $82.0万 | 3,941股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.37% | 0.33% | $95.6万 | 2.2万股 | $71.0万 | 1.1万股 | +1.1万股+97.84% | 加仓 |
 AMGEN COMAMGN |
| 0.36% | 0.42% | $92.9万 | 2,566股 | $90.3万 | 2,566股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.36% | 0.36% | $92.6万 | 6,113股 | $78.6万 | 4,920股 | +1,193股+24.25% | 加仓 |
 爵士制药JAZZ |
| 0.36% | — | $91.9万 | 3,814股 | $0 | 0股 | +3,814股 | 新买入 |
 高盛GS |
| 0.36% | 0.52% | $91.4万 | 904股 | $111.2万 | 1,315股 | -411股-31.25% | 减仓 |
 Arista网络ANET |
| 0.35% | 0.3% | $90.8万 | 5,343股 | $65.6万 | 5,343股 | 00.00% | 持仓不变 |
| N纳斯达克NDAQ |
| 0.34% | 0.16% | $87.6万 | 1.1万股 | $33.5万 | 3,947股 | +7,161股+181.43% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.33% | — | $85.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.33% | 0.39% | $84.9万 | 883股 | $84.9万 | 883股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.33% | 0.25% | $83.9万 | 741股 | $54.0万 | 741股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.32% | 0.12% | $82.4万 | 1,604股 | $25.7万 | 515股 | +1,089股+211.46% | 加仓 |
 伊顿ETN |
| 0.32% | 0.32% | $81.3万 | 1,908股 | $68.2万 | 1,908股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 0.32% | 0.4% | $80.9万 | 253股 | $85.5万 | 253股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.31% | 0.32% | $78.1万 | 1,857股 | $69.0万 | 1,857股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.3% | 0.34% | $76.4万 | 1.1万股 | $72.8万 | 1.0万股 | +463股+4.57% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.3% | 0.28% | $75.9万 | 548股 | $60.0万 | 548股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.29% | — | $74.8万 | 2,873股 | $0 | 0股 | +2,873股 | 新买入 |
