 VertivVRT |
| 16.31% | 13.94% | $1.92亿 | 57.2万股 | $1.56亿 | 62.2万股 | -5.0万股-8.04% | 减仓 |
 英伟达NVDA |
| 15.8% | 16.73% | $1.86亿 | 92.8万股 | $1.87亿 | 107.3万股 | -14.5万股-13.52% | 减仓 |
 亚马逊AMZN |
| 15.62% | 18.99% | $1.83亿 | 77.0万股 | $2.12亿 | 102.0万股 | -25.0万股-24.52% | 减仓 |
 微软MSFT |
| 9.87% | 3.67% | $1.16亿 | 31.1万股 | $4,104.9万 | 11.1万股 | +20.0万股+180.36% | 加仓 |
 谷歌AGOOGL |
| 5.8% | 12.61% | $6,807.9万 | 19.1万股 | $1.41亿 | 49.1万股 | -30.0万股-61.16% | 减仓 |
 US FOODSUSFD |
| 4.6% | 4.36% | $5,403.5万 | 52.8万股 | $4,872.9万 | 52.8万股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 3.85% | 4.31% | $4,519.1万 | 44.4万股 | $4,818.5万 | 44.4万股 | 00.00% | 持仓不变 |
 TECHNIPFMC COMFTI |
| 3.03% | 3.64% | $3,554.7万 | 53.6万股 | $4,074.9万 | 58.9万股 | -5.3万股-9.04% | 减仓 |
| C花旗集团C |
| 2.81% | 3.15% | $3,304.1万 | 23.6万股 | $3,527.9万 | 31.1万股 | -7.5万股-24.11% | 减仓 |
| GGPGIGPGI |
| 2.6% | 1.63% | $3,054.6万 | 192.7万股 | $1,820.8万 | 106.5万股 | +86.2万股+80.99% | 加仓 |
| MMIRION TECHNOLOGIESMIR |
| 2.53% | 2.81% | $2,974.8万 | 165.9万股 | $3,140.1万 | 168.9万股 | -3.0万股-1.78% | 减仓 |
| KKBRKBR |
| 2.51% | 2.65% | $2,952.5万 | 85.5万股 | $2,963.8万 | 80.4万股 | +5.1万股+6.34% | 加仓 |
| S六旗FUN |
| 2.5% | 2.19% | $2,939.7万 | 138.0万股 | $2,449.8万 | 138.0万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 2.38% | 2.5% | $2,790.6万 | 29.0万股 | $2,795.0万 | 29.0万股 | 00.00% | 持仓不变 |
| WWILLSCOTWSC |
| 2.2% | 1.39% | $2,586.6万 | 89.6万股 | $1,555.9万 | 89.6万股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 2.14% | 1.18% | $2,518.7万 | 145.0万股 | $1,321.6万 | 70.0万股 | +75.0万股+107.14% | 加仓 |
| CCRONOS GROUP INC COMCRON |
| 1.88% | 1.78% | $2,208.1万 | 794.3万股 | $1,993.6万 | 794.3万股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 1.22% | — | $1,427.3万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 BWX科技BWXT |
| 1.16% | 1.28% | $1,362.6万 | 7.0万股 | $1,431.4万 | 7.0万股 | 00.00% | 持仓不变 |
| BBLUE OWL CAPITALOWL |
| 0.87% | 0.95% | $1,017.6万 | 116.3万股 | $1,061.8万 | 116.3万股 | 00.00% | 持仓不变 |
| AALLIANCE LAUNDRYALH |
| 0.22% | 0.18% | $256.5万 | 9.7万股 | $200.6万 | 9.7万股 | 00.00% | 持仓不变 |
| CCOGNITION THERAPEUTICSCGTX |
| 0.1% | 0.07% | $114.7万 | 99.7万股 | $75.7万 | 99.7万股 | 00.00% | 持仓不变 |
