| TTEXAS PACIFIC LAND CORPORATITPL |
| 6% | 6.93% | $1.81亿 | 41.3万股 | $1.95亿 | 41.1万股 | +2,531股+0.62% | 加仓 |
 德州仪器TXN |
| 4.64% | 3.37% | $1.40亿 | 46.9万股 | $9,491.5万 | 48.9万股 | -2.0万股-4.09% | 减仓 |
 英伟达NVDA |
| 4.63% | 3.41% | $1.39亿 | 69.7万股 | $9,592.0万 | 55.0万股 | +14.7万股+26.66% | 加仓 |
 HEICOHEI |
| 3.8% | 3.33% | $1.14亿 | 44.4万股 | $9,363.7万 | 44.4万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 3.74% | 1.73% | $1.13亿 | 23.6万股 | $4,878.3万 | 14.4万股 | +9.2万股+63.41% | 加仓 |
 万事达MA |
| 3.13% | 3.26% | $9,423.2万 | 18.3万股 | $9,167.5万 | 18.3万股 | 00.00% | 持仓不变 |
 威瑞信VRSN |
| 3.07% | 2.16% | $9,239.8万 | 36.7万股 | $6,067.4万 | 24.4万股 | +12.3万股+50.35% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 2.99% | 1.2% | $8,999.9万 | 27.0万股 | $3,368.7万 | 30.0万股 | -3.0万股-10.00% | 减仓 |
 标普全球SPGI |
| 2.85% | 2.68% | $8,574.9万 | 21.1万股 | $7,551.9万 | 17.8万股 | +3.3万股+18.59% | 加仓 |
| AAPI COM STKAPG |
| 2.58% | 2.66% | $7,779.2万 | 183.7万股 | $7,474.5万 | 184.5万股 | -7,759股-0.42% | 减仓 |
 EAST WEST BANCORPEWBC |
| 2.5% | 0.76% | $7,548.0万 | 49.6万股 | $2,125.4万 | 20.1万股 | +29.5万股+146.99% | 加仓 |
 穆迪MCO |
| 2.3% | 2.37% | $6,929.7万 | 15.3万股 | $6,674.6万 | 15.3万股 | 00.00% | 持仓不变 |
 Roper科技ROP |
| 2.16% | 2.67% | $6,500.5万 | 19.2万股 | $7,508.9万 | 21.2万股 | -2.0万股-9.47% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.03% | 2.18% | $6,124.0万 | 66.5万股 | $6,138.6万 | 66.5万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 1.96% | 2.25% | $5,921.3万 | 26.9万股 | $6,345.3万 | 26.9万股 | 00.00% | 持仓不变 |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 1.91% | 1.53% | $5,763.5万 | 168.2万股 | $4,294.5万 | 160.3万股 | +7.9万股+4.91% | 加仓 |
 英特尔INTC |
| 1.89% | 1.5% | $5,698.6万 | 40.8万股 | $4,228.5万 | 95.8万股 | -55.0万股-57.41% | 减仓 |
| RRB GLOBALRBA |
| 1.72% | — | $5,182.0万 | 44.5万股 | $0 | 0股 | +44.5万股 | 新买入 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 1.7% | 1.45% | $5,108.7万 | 64.5万股 | $4,093.9万 | 59.3万股 | +5.2万股+8.74% | 加仓 |
 APTARGROUPATR |
| 1.63% | 1.73% | $4,921.7万 | 39.3万股 | $4,879.0万 | 38.7万股 | +5,950股+1.54% | 加仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 1.59% | 1.55% | $4,803.4万 | 48.0万股 | $4,352.2万 | 48.0万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.5% | 1.85% | $4,526.4万 | 27.3万股 | $5,215.3万 | 25.2万股 | +2.1万股+8.33% | 加仓 |
 EXPAND ENERGYEXE |
| 1.45% | 1.6% | $4,383.7万 | 48.1万股 | $4,508.9万 | 41.1万股 | +7.0万股+17.04% | 加仓 |
| FFASTENAL COMFAST |
| 1.44% | 1.49% | $4,330.4万 | 90.2万股 | $4,183.4万 | 90.2万股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 1.43% | 1.82% | $4,322.6万 | 31.6万股 | $5,126.1万 | 31.5万股 | +140股+0.04% | 加仓 |
 BROWN & BROWN COMBRO |
| 1.4% | 1.29% | $4,225.2万 | 65.9万股 | $3,621.8万 | 55.5万股 | +10.3万股+18.59% | 加仓 |
 戴蒙德能源FANG |
| 1.38% | 1.66% | $4,160.7万 | 23.7万股 | $4,681.7万 | 23.7万股 | 00.00% | 持仓不变 |
 XPELXPEL |
| 1.35% | 1.3% | $4,081.2万 | 82.3万股 | $3,650.7万 | 82.5万股 | -2,015股-0.24% | 减仓 |
 Genuine Parts Co ComGPC |
| 1.33% | 1.35% | $4,008.4万 | 34.0万股 | $3,793.8万 | 35.9万股 | -1.9万股-5.30% | 减仓 |
 L3哈里斯LHX |
| 1.16% | 1.48% | $3,503.8万 | 12.1万股 | $4,161.6万 | 12.1万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 1.1% | 1.33% | $3,311.5万 | 6.5万股 | $3,747.2万 | 6.2万股 | +3,000股+4.84% | 加仓 |
 SMITH A OAOS |
| 1.09% | 1.21% | $3,298.3万 | 52.6万股 | $3,413.9万 | 51.8万股 | +8,150股+1.57% | 加仓 |
| EENTEGRISENTG |
| 1.07% | 0.83% | $3,237.5万 | 18.0万股 | $2,344.8万 | 20.0万股 | -2.0万股-10.00% | 减仓 |
 TD SYNNEXSNX |
| 1.06% | 0.72% | $3,194.7万 | 12.0万股 | $2,016.1万 | 12.0万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.02% | 1.38% | $3,067.1万 | 20.2万股 | $3,871.9万 | 24.2万股 | -4.0万股-16.50% | 减仓 |
 达美乐披萨DPZ |
| 0.97% | 0.7% | $2,930.8万 | 9.9万股 | $1,973.3万 | 5.5万股 | +4.4万股+80.00% | 加仓 |
 CARLISLE COSCSL |
| 0.96% | 1.07% | $2,902.0万 | 8.0万股 | $3,002.6万 | 9.0万股 | -1.0万股-11.11% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.95% | 1.62% | $2,867.0万 | 11.0万股 | $4,562.5万 | 26.0万股 | -15.0万股-57.69% | 减仓 |
 GFL ENVIRONMENTALGFL |
| 0.91% | 0.29% | $2,744.0万 | 74.6万股 | $818.1万 | 19.6万股 | +55.0万股+280.36% | 加仓 |
 HINGHAM INSTN SVGS MASS COMHIFS |
| 0.83% | 0.82% | $2,505.8万 | 8.2万股 | $2,317.8万 | 8.1万股 | +495股+0.61% | 加仓 |
| PPERMIAN BASIN RTY TRPBT |
| 0.78% | 0.71% | $2,338.0万 | 93.4万股 | $2,009.4万 | 93.4万股 | 00.00% | 持仓不变 |
 惠顿贵金属WPM |
| 0.76% | 1.23% | $2,302.6万 | 20.5万股 | $3,471.8万 | 26.5万股 | -6.0万股-22.64% | 减仓 |
 SHIFT4 PMTSFOUR |
| 0.74% | 0.69% | $2,242.0万 | 46.1万股 | $1,949.0万 | 44.6万股 | +1.5万股+3.42% | 加仓 |
 POOLPOOL |
| 0.74% | 1.02% | $2,237.3万 | 10.4万股 | $2,863.0万 | 14.2万股 | -3.7万股-26.42% | 减仓 |
 奎斯特诊断DGX |
| 0.67% | 0.67% | $2,032.6万 | 9.6万股 | $1,879.4万 | 9.6万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.59% | 0.6% | $1,782.4万 | 10.0万股 | $1,684.1万 | 4,000股 | +9.6万股+2,400.00% | 加仓 |
 FRANCO NEVFNV |
| 0.59% | 1.08% | $1,775.9万 | 8.5万股 | $3,031.3万 | 12.3万股 | -3.8万股-30.56% | 减仓 |
| EESABESAB |
| 0.56% | 0.58% | $1,691.8万 | 17.2万股 | $1,643.2万 | 17.0万股 | +1,530股+0.90% | 加仓 |
 ADPADP |
| 0.56% | — | $1,684.4万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| SST JOE COMPANYJOE |
| 0.47% | 0.59% | $1,405.4万 | 22.4万股 | $1,673.0万 | 26.6万股 | -4.2万股-15.77% | 减仓 |
