 HOWMET AEROSPACE COMHWM |
| 2.8% | 2.45% | $303.5万 | 1.1万股 | $260.2万 | 1.1万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 2.49% | 2.28% | $269.7万 | 7,910股 | $242.6万 | 1.5万股 | -7,224股-47.73% | 减仓 |
| FFINANCE OF AMERICA COMPAN CL A NEWFOA |
| 2.32% | 0.12% | $251.8万 | 9.2万股 | $12.5万 | 7,500股 | +8.4万股+1,120.00% | 加仓 |
 AMD超威AMD |
| 2.17% | 0.77% | $235.0万 | 4,045股 | $82.3万 | 4,045股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.08% | 1.77% | $225.7万 | 1.1万股 | $188.0万 | 1.1万股 | +500股+4.64% | 加仓 |
 阿斯麦ASML |
| 2.04% | 1.8% | $221.4万 | 1,113股 | $191.9万 | 1,453股 | -340股-23.40% | 减仓 |
 礼来LLY |
| 1.85% | 0.58% | $200.3万 | 1,670股 | $61.6万 | 670股 | +1,000股+149.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.67% | 0.71% | $181.6万 | 5,140股 | $75.7万 | 2,640股 | +2,500股+94.70% | 加仓 |
 CASEYS GEN STORESCASY |
| 1.37% | 1.28% | $148.8万 | 1,872股 | $136.3万 | 1,872股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.35% | 0.65% | $146.8万 | 2,030股 | $69.4万 | 2,030股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.26% | 0.94% | $136.7万 | 3,620股 | $99.7万 | 3,220股 | +400股+12.42% | 加仓 |
 西部数据WDC |
| 1.2% | 0.52% | $129.7万 | 2,030股 | $54.9万 | 2,030股 | 00.00% | 持仓不变 |
 捷普JBL |
| 1.14% | 0.8% | $124.1万 | 3,220股 | $85.5万 | 3,220股 | 00.00% | 持仓不变 |
 柯蒂斯怀特CW |
| 1.13% | 1.04% | $122.8万 | 1,620股 | $110.3万 | 1,620股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.12% | 0.78% | $121.2万 | 3,250股 | $82.5万 | 2,230股 | +1,020股+45.74% | 加仓 |
 亚马逊AMZN |
| 1.09% | 0.63% | $118.5万 | 4,970股 | $67.1万 | 3,220股 | +1,750股+54.35% | 加仓 |
 QUANTA SVCSPWR |
| 1.08% | 0.84% | $116.6万 | 1,620股 | $88.9万 | 1,620股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 1.05% | 0.56% | $113.6万 | 1,161股 | $59.2万 | 661股 | +500股+75.64% | 加仓 |
 特灵科技TT |
| 0.99% | 0.86% | $107.6万 | 2,190股 | $91.3万 | 2,190股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.97% | 0.81% | $104.7万 | 1,220股 | $85.7万 | 1,220股 | 00.00% | 持仓不变 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.96% | 0.66% | $104.3万 | 4,000股 | $70.2万 | 4,000股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.95% | 0.52% | $103.2万 | 4,040股 | $54.9万 | 4,040股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.94% | 0.85% | $101.8万 | 2,420股 | $90.0万 | 2,420股 | 00.00% | 持仓不变 |
 ASHLANDASH |
| 0.91% | — | $98.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 艾伯维ABBV |
| 0.9% | 0.79% | $97.6万 | 3,877股 | $84.3万 | 3,877股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.9% | 1.06% | $97.4万 | 2,450股 | $112.9万 | 2,450股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.88% | 0.3% | $95.9万 | 3,220股 | $31.9万 | 3,220股 | 00.00% | 持仓不变 |
| AAXCELIS TECHNOLOGIESACLS |
| 0.87% | 0.44% | $94.7万 | 5,000股 | $46.5万 | 5,000股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.87% | 1.11% | $94.2万 | 8,070股 | $118.0万 | 8,070股 | 00.00% | 持仓不变 |
| UUSA TODAYTDAY |
| 0.87% | 0.4% | $94.1万 | 11.0万股 | $42.3万 | 6.0万股 | +5.0万股+83.33% | 加仓 |
 CrowdStrikeCRWD |
| 0.86% | 0.45% | $93.1万 | 1,220股 | $47.6万 | 1,220股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.85% | 1.17% | $92.1万 | 1.3万股 | $124.0万 | 1.3万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.85% | 0.55% | $91.8万 | 810股 | $59.0万 | 810股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 0.8% | 0.43% | $86.8万 | 5,650股 | $46.2万 | 5,650股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.8% | 0.55% | $86.7万 | 2,000股 | $58.8万 | 2,750股 | -750股-27.27% | 减仓 |
 NVENT ELECTRICNVT |
| 0.76% | 0.54% | $82.9万 | 4,890股 | $57.8万 | 4,890股 | 00.00% | 持仓不变 |
 Elevance健康ELV |
| 0.71% | — | $77.3万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| EEMBRAER S.AFGM |
| 0.7% | 1% | $75.9万 | 1.2万股 | $106.8万 | 1.8万股 | -6,090股-33.85% | 减仓 |
| CCLEAR SECUREYOU |
| 0.68% | 0.6% | $73.8万 | 1.3万股 | $64.1万 | 1.3万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 0.67% | 0.52% | $72.3万 | 2,030股 | $55.7万 | 2,030股 | 00.00% | 持仓不变 |
| VVALMONT INDSVMI |
| 0.65% | 0.46% | $70.5万 | 1,220股 | $48.7万 | 1,220股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.65% | — | $70.2万 | 750股 | $0 | 0股 | +750股 | 新买入 |
 AXON ENTERPRISEAXON |
| 0.63% | 0.49% | $68.4万 | 1,220股 | $51.8万 | 1,220股 | 00.00% | 持仓不变 |
 ITTITT |
| 0.61% | 0.59% | $65.7万 | 3,320股 | $63.3万 | 3,320股 | 00.00% | 持仓不变 |
 Watts水技术WTS |
| 0.58% | 0.44% | $63.4万 | 1,620股 | $47.0万 | 1,620股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 0.57% | 0.81% | $61.8万 | 1,660股 | $86.0万 | 2,540股 | -880股-34.65% | 减仓 |
 WAYFAIRW |
| 0.56% | 0.47% | $60.8万 | 6,580股 | $49.5万 | 6,580股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.56% | 0.41% | $60.4万 | 1,220股 | $43.8万 | 1,220股 | 00.00% | 持仓不变 |
 SITIMESITM |
| 0.55% | 0.26% | $59.6万 | 800股 | $27.6万 | 800股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.55% | 0.19% | $59.6万 | 2,060股 | $20.6万 | 810股 | +1,250股+154.32% | 加仓 |
