 威瑞森VZ |
| 13.91% | — | $1,776.4万 | 41.7万股 | $0 | 0股 | +41.7万股 | 新买入 |
 EXPAND ENERGYEXE |
| 9.27% | 0.95% | $1,183.9万 | 13.2万股 | $1,196.9万 | 10.9万股 | +2.3万股+21.25% | 加仓 |
 Elevance健康ELV |
| 6.92% | 0.49% | $884.2万 | 2.1万股 | $620.1万 | 2.1万股 | -5股-0.02% | 减仓 |
 HURCOHURC |
| 6.12% | 0.41% | $782.1万 | 35.4万股 | $520.8万 | 35.4万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 6.1% | 0.39% | $779.5万 | 1.8万股 | $494.3万 | 1.8万股 | -4股-0.02% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 6% | — | $766.0万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 MOLINA HEALTHCAREMOH |
| 5.25% | 0.31% | $670.4万 | 2.9万股 | $384.8万 | 2.9万股 | -3股-0.01% | 减仓 |
| PPBF ENERGYPBF |
| 4.75% | 0.25% | $606.6万 | 12.5万股 | $317.8万 | 6.7万股 | +5.8万股+87.54% | 加仓 |
| DDARLING INGREDIENTSDAR |
| 4.4% | 0.4% | $562.0万 | 9.7万股 | $498.3万 | 8.1万股 | +1.6万股+19.78% | 加仓 |
 FIRST SOLAR COMFSLR |
| 3.98% | 0.29% | $508.5万 | 2.2万股 | $363.5万 | 1.8万股 | +3,900股+21.16% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 3.8% | 0.15% | $486.1万 | 10.9万股 | $192.2万 | 6.6万股 | +4.3万股+64.83% | 加仓 |
 Bloom EnergyBE |
| 2.94% | 93.05% | $375.9万 | 222.2万股 | $11.71亿 | 110.5万股 | +111.7万股+101.09% | 加仓 |
| MMAXCYTE INC COMMXCT |
| 2.88% | 0.12% | $367.4万 | 284.8万股 | $153.8万 | 219.0万股 | +65.8万股+30.05% | 加仓 |
 SUPER MICRSMCI |
| 2.62% | — | $335.0万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 亚马逊AMZN |
| 2.56% | — | $326.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| AAMARIN CORP PLCAMRN |
| 2.15% | — | $274.1万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 CHARTER COMMUNICATIONSCHTR |
| 2.03% | — | $259.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| AAT&TT |
| 1.97% | — | $251.3万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 斯伦贝谢SLB |
| 1.75% | 0.07% | $224.0万 | 4.8万股 | $83.9万 | 1.6万股 | +3.2万股+200.00% | 加仓 |
 诺和诺德NVO |
| 1.38% | 0.11% | $175.9万 | 3.5万股 | $133.4万 | 3.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.29% | — | $164.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| EEROCK INCEROC |
| 1.11% | — | $141.6万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
 ZOETIS CL AZTS |
| 0.99% | 0.61% | $126.0万 | 1.9万股 | $765.9万 | 7.5万股 | -5.6万股-74.75% | 减仓 |
 联合包裹UPSUPS |
| 0.96% | 0.09% | $123.0万 | 1.1万股 | $108.1万 | 1.1万股 | 00.00% | 持仓不变 |
| UUWMUWMC |
| 0.94% | 0.16% | $119.9万 | 55.5万股 | $204.8万 | 55.5万股 | 00.00% | 持仓不变 |
 ROCKET COS COM CL ARKT |
| 0.87% | 0.09% | $111.0万 | 7.6万股 | $108.1万 | 7.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.78% | — | $99.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| NNextPowerNXT |
| 0.63% | — | $80.3万 | 7,375股 | $0 | 0股 | +7,375股 | 新买入 |
| KKINSALE CAPKNSL |
| 0.48% | 0.05% | $61.1万 | 1,753股 | $59.9万 | 1,753股 | 00.00% | 持仓不变 |
| CCURBLINE PPTYSCURB |
| 0.39% | — | $49.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| TTANDY LEATHER FACTORY INCTLF |
| 0.39% | 0.04% | $49.8万 | 21.6万股 | $47.5万 | 20.6万股 | +1.0万股+4.86% | 加仓 |
| LLargo IncLGO |
| 0.38% | 0.07% | $48.2万 | 72.5万股 | $85.1万 | 76.0万股 | -3.5万股-4.62% | 减仓 |
| WWESTWATER RESWWR |
| 0.03% | 0.03% | $3.5万 | 3.5万股 | $37.6万 | 57.5万股 | -54.0万股-93.86% | 减仓 |
| I景顺QQQ信托VOO |
| <0.01% | — | $3,680 | 5股 | $0 | 0股 | +5股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| <0.01% | <0.01% | $3,000 | 6股 | $311 | 6股 | 00.00% | 持仓不变 |
 Elevance HealthELV |
| <0.01% | — | $1,935 | 5股 | $0 | 0股 | +5股 | 新买入 |
 联合健康UNH |
| <0.01% | — | $1,664 | 4股 | $0 | 0股 | +4股 | 新买入 |
 亚马逊AMZN |
| <0.01% | — | $714 | 3股 | $0 | 0股 | +3股 | 新买入 |
| MMolina HealthcareMOH |
| <0.01% | — | $687 | 3股 | $0 | 0股 | +3股 | 新买入 |
 CenteneCNC |
| <0.01% | — | $642 | 10股 | $0 | 0股 | +10股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| <0.01% | — | $296 | 1股 | $0 | 0股 | +1股 | 新买入 |
 雪佛龙CVX |
| <0.01% | <0.01% | $174 | 1股 | $207 | 1股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| <0.01% | — | $68 | 1股 | $0 | 0股 | +1股 | 新买入 |
