 华纳兄弟探索WBD |
| 9.71% | 10.22% | $5.18亿 | 1,942.3万股 | $4.51亿 | 1,643.9万股 | +298.4万股+18.15% | 加仓 |
 苹果AAPL |
| 7.29% | 2.97% | $3.89亿 | 134.4万股 | $1.31亿 | 51.8万股 | +82.6万股+159.65% | 加仓 |
 微软MSFT |
| 7.07% | 10.85% | $3.77亿 | 101.1万股 | $4.79亿 | 129.5万股 | -28.4万股-21.92% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 6.16% | 2.2% | $3.28亿 | 104.3万股 | $9,704.2万 | 33.8万股 | +70.5万股+208.58% | 加仓 |
 亚马逊AMZN |
| 6.03% | 4.58% | $3.21亿 | 134.8万股 | $2.02亿 | 97.1万股 | +37.7万股+38.82% | 加仓 |
 AMD超威AMD |
| 5% | 5.73% | $2.67亿 | 45.9万股 | $2.53亿 | 124.4万股 | -78.5万股-63.10% | 减仓 |
| SSPDR行业精选信托XLE |
| 4.42% | — | $2.35亿 | 443.3万股 | $0 | 0股 | +443.3万股 | 新买入 |
 BP SPONSORED ADRBP |
| 4.05% | — | $2.16亿 | 584.1万股 | $0 | 0股 | +584.1万股 | 新买入 |
 英伟达NVDA |
| 3.83% | 10.16% | $2.04亿 | 102.1万股 | $4.49亿 | 257.3万股 | -155.3万股-60.33% | 减仓 |
 谷歌AGOOGL |
| 2.52% | 0.08% | $1.34亿 | 37.5万股 | $337.5万 | 1.2万股 | +36.4万股+3,098.36% | 加仓 |
| BBANK OF AMERBAC |
| 2.16% | 0.03% | $1.15亿 | 202.1万股 | $125.3万 | 2.6万股 | +199.5万股+7,760.06% | 加仓 |
 MP MATERIALSMP |
| 2.09% | 0.01% | $1.12亿 | 199.2万股 | $29.4万 | 6,091股 | +198.6万股+32,602.33% | 加仓 |
 泛林集团LRCX |
| 1.92% | 0.05% | $1.02亿 | 23.7万股 | $199.6万 | 9,341股 | +22.7万股+2,431.85% | 加仓 |
| SSANDISK COMSNDK |
| 1.63% | — | $8,705.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 TECK RESOURCESTECK |
| 1.49% | 1.83% | $7,964.3万 | 133.9万股 | $8,097.6万 | 156.5万股 | -22.5万股-14.40% | 减仓 |
 KENVUE COMKVUE |
| 1.13% | 1.3% | $6,006.5万 | 314.3万股 | $5,763.5万 | 334.3万股 | -20.0万股-5.98% | 减仓 |
 CienaCIEN |
| 1.08% | — | $5,784.9万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 PENUMBRAPEN |
| 1.06% | 1.37% | $5,664.0万 | 17.9万股 | $6,063.8万 | 18.5万股 | -5,279股-2.86% | 减仓 |
 WEBSTER FINLWBS |
| 0.98% | 1.07% | $5,250.1万 | 68.7万股 | $4,725.2万 | 68.1万股 | +6,331股+0.93% | 加仓 |
| TTOPBUILD CORBLD |
| 0.92% | 0.03% | $4,883.2万 | 13.8万股 | $121.7万 | 3,463股 | +13.4万股+3,877.39% | 加仓 |
 艺电EA |
| 0.88% | 1.49% | $4,695.8万 | 22.9万股 | $6,571.7万 | 32.2万股 | -9.3万股-28.95% | 减仓 |
 德州仪器TXN |
| 0.68% | 0.01% | $3,616.9万 | 12.1万股 | $53.4万 | 2,750股 | +11.9万股+4,312.55% | 加仓 |
 URANIUM ENERGY COMUEC |
| 0.66% | 1.03% | $3,530.5万 | 331.2万股 | $4,556.5万 | 337.5万股 | -6.3万股-1.88% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.58% | 0.01% | $3,072.6万 | 32.5万股 | $49.5万 | 8,000股 | +31.7万股+3,962.50% | 加仓 |
 卡梅科CCJ |
| 0.5% | 0.65% | $2,673.8万 | 26.3万股 | $2,851.0万 | 26.3万股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.45% | 0.71% | $2,411.1万 | 70.9万股 | $3,141.9万 | 98.2万股 | -27.2万股-27.75% | 减仓 |
 NORTHWESTERN ENERGY INNWE |
| 0.42% | 0.98% | $2,235.8万 | 31.2万股 | $4,334.0万 | 65.7万股 | -34.5万股-52.50% | 减仓 |
 TXNM ENERGYTXNM |
| 0.4% | 0.92% | $2,113.7万 | 37.2万股 | $4,066.7万 | 69.6万股 | -32.3万股-46.49% | 减仓 |
 美光科技MU |
| 0.31% | 0.11% | $1,671.5万 | 1.4万股 | $496.9万 | 1.5万股 | -226股-1.54% | 减仓 |
 芝加哥商品交易所CME |
| 0.29% | 0.4% | $1,570.1万 | 7.1万股 | $1,772.1万 | 6.0万股 | +1.1万股+18.50% | 加仓 |
| HHF SINCLAIRDINO |
| 0.28% | 0.11% | $1,503.2万 | 21.6万股 | $477.1万 | 7.6万股 | +13.9万股+182.24% | 加仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 0.28% | 0.51% | $1,487.4万 | 44.7万股 | $2,249.4万 | 44.7万股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.24% | — | $1,282.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.22% | 0.03% | $1,190.9万 | 4.8万股 | $142.4万 | 7,211股 | +4.0万股+560.67% | 加仓 |
 GLOBALSTARGSAT |
| 0.2% | — | $1,079.4万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
 Targa资源TRGP |
| 0.18% | — | $982.1万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 财捷INTU |
| 0.18% | 0.21% | $970.4万 | 3.7万股 | $942.0万 | 2.2万股 | +1.5万股+70.65% | 加仓 |
 应用材料AMAT |
| 0.18% | 0.04% | $936.9万 | 1.3万股 | $179.8万 | 5,262股 | +7,697股+146.28% | 加仓 |
| KKINETIKKNTK |
| 0.18% | — | $933.9万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
 ANTERO MIDSTREAMAM |
| 0.17% | — | $898.5万 | 39.5万股 | $0 | 0股 | +39.5万股 | 新买入 |
 PROGYNYPGNY |
| 0.16% | — | $845.5万 | 29.3万股 | $0 | 0股 | +29.3万股 | 新买入 |
 ZOETIS CL AZTS |
| 0.15% | 0.13% | $811.0万 | 11.3万股 | $578.1万 | 4.9万股 | +6.4万股+130.77% | 加仓 |
 安费诺APH |
| 0.15% | 0.12% | $775.3万 | 4.4万股 | $548.8万 | 4.3万股 | +539股+1.24% | 加仓 |
 飞塔FTNT |
| 0.14% | 0.06% | $765.9万 | 5.0万股 | $265.2万 | 3.2万股 | +1.7万股+53.64% | 加仓 |
 纽威品牌NWL |
| 0.14% | — | $753.0万 | 122.6万股 | $0 | 0股 | +122.6万股 | 新买入 |
 LIQUIDIALQDA |
| 0.14% | 0.1% | $738.7万 | 9.3万股 | $441.8万 | 11.7万股 | -2.4万股-20.86% | 减仓 |
 WERNER ENTERPRISESWERN |
| 0.14% | 0.05% | $723.6万 | 16.6万股 | $224.8万 | 7.6万股 | +9.0万股+117.11% | 加仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.13% | — | $716.9万 | 22.7万股 | $0 | 0股 | +22.7万股 | 新买入 |
| KKODIAK GAS SVCSKGS |
| 0.13% | 0.02% | $715.9万 | 9.5万股 | $105.1万 | 1.8万股 | +7.7万股+428.85% | 加仓 |
 CENTENE DEL COMCNC |
| 0.13% | — | $715.4万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
