| 股票 | 占比 | 今日价 | 自申报 | |
|---|---|---|---|---|
| 1 |  VSVST 加仓 +19%VISTRA CORP |
7.42% | $168.98 +1.34% | +12.4% |
| 2 | AS— 加仓 +8% ASML HLDG NV |
6.9% | — | — |
| 3 |  CRCRS 加仓 +38%CARPENTER TECHNOLOGY CORP |
5.71% | — | — |
| 4 |  LPLPLA 减仓 -1%LPL FINL HLDGS INC |
4.92% | — | — |
| 5 |  APAPP 加仓 +88%APPLOVIN CORP |
4.65% | $398.86 -3.30% | +0.2% |
| 6 |  TLTLN 加仓 +41%TALEN ENERGY CORP |
4.63% | — | — |
| 7 |  TETER 新建仓TERADYNE INC |
4.43% | — | — |
| 8 |  CVCVNA 减仓 -1%CARVANA CO |
4.4% | — | — |
| 9 | NU— 加仓 +28% NU HLDGS LTD |
4.35% | — | — |
| 10 |  MDMDLN 加仓 +1%MEDLINE INC |
4.18% | — | — |
| 11 |  GLGLW 新建仓CORNING INC |
4.03% | $156.06 +1.30% | +14.8% |
| 12 |  CLCLH 加仓 +27%CLEAN HARBORS INC |
4.01% | — | — |
| 13 |  MTMTZ 新建仓MASTEC INC |
3.93% | — | — |
| 14 |  TSTSM 减仓 -54%TAIWAN SEMICONDUCTOR MANUFAC |
3.74% | $415.58 -1.34% | +23% |
| 15 |  BNBN 减仓 -30%BROOKFIELD CORP |
3.62% | $41.21 -1.44% | +1.8% |
| 16 |  THTHC 加仓 +26%TENET HEALTHCARE CORP |
3.4% | $199.02 +1.88% | +5.5% |
| 17 |  COCOF 减仓 -1%CAPITAL ONE FINL CORP |
3.3% | $199.96 -0.70% | +9.6% |
| 18 |  ENENTG 加仓 +2%ENTEGRIS INC |
2.91% | — | — |
| 19 |  USUSFD 新建仓US FOODS HLDG CORP |
2.79% | — | — |
| 20 |  PFPFGC 新建仓PERFORMANCE FOOD GROUP CO |
2.72% | — | — |
| 21 |  MCMCK 新建仓MCKESSON CORP |
2.71% | — | — |
| 22 |  CICIEN 新建仓CIENA CORP |
2.51% | — | — |
| 23 |  WUWULF 新建仓TERAWULF INC |
2.29% | — | — |
| 24 |  HUHUT 新建仓HUT 8 CORP |
2.27% | — | — |
| 25 |  AGAGX 新建仓ARGAN INC |
1.71% | — | — |
| 26 |  GOGOOGL 新建仓ALPHABET INC |
0.43% | $317.69 -7.13% | +10.5% |
| 27 |  TDTDG 加仓 +86%TRANSDIGM GROUP INC |
0.33% | — | — |
| 28 |  VMVMC 减仓 -91%VULCAN MATLS CO |
0.31% | — | — |
| 29 | SP— 加仓 +288% SPOTIFY TECHNOLOGY S A |
0.27% | — | — |
| 30 |  MAMA 减仓 -41%MASTERCARD INCORPORATED |
0.23% | — | — |
| 31 |  APAPH 减仓 -92%AMPHENOL CORP |
0.22% | — | — |
| 32 |  VV 加仓 +510%VISA INC |
0.22% | $351.6 -0.52% | +16.3% |
| 33 |  HLHLT 加仓 +54%HILTON WORLDWIDE HLDGS INC |
0.22% | — | — |
| 34 |  KKKKR 减仓 -96%KKR & CO INC |
0.13% | — | — |
| 35 |  BKBKNG 减仓 -48%BOOKING HOLDINGS INC |
0.08% | — | — |
| 36 |  BSBSX 减仓 -48%BOSTON SCIENTIFIC CORP |
0.05% | — | — |
