 VanEck ETF信托SMH |
| 11.03% | 28.42% | $898.5万 | 1.2万股 | $768.4万 | 2.0万股 | -7,750股-38.67% | 减仓 |
 礼来LLY |
| 4.6% | — | $375.2万 | 3,128股 | $0 | 0股 | +3,128股 | 新买入 |
| SSIMILARWEBSMWB |
| 4.18% | — | $340.4万 | 53.1万股 | $0 | 0股 | +53.1万股 | 新买入 |
 WILLIAMS SONOMAWSM |
| 4.05% | — | $329.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.91% | — | $318.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 3.26% | — | $265.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 LIFE TIMELTH |
| 3.2% | — | $260.5万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 BURLINGTON STORES COMBURL |
| 2.6% | — | $212.2万 | 6,699股 | $0 | 0股 | +6,699股 | 新买入 |
| BBELLRING BRANDSBRBR |
| 2.6% | — | $212.0万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| CCHEESECAKE FACTORYCAKE |
| 2.3% | — | $187.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 MADDEN STEVENSHOO |
| 2.29% | — | $186.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| SSTUBHUBSTUB |
| 2.23% | — | $181.8万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
| CCITI TRENDS INC COMCTRN |
| 2.13% | 1.25% | $173.4万 | 3.0万股 | $33.8万 | 7,795股 | +2.2万股+284.57% | 加仓 |
| LLYFT INC CLASS ALYFT |
| 1.99% | — | $161.8万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| SSWEETGREENSG |
| 1.95% | — | $158.8万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 Arm控股ARM |
| 1.79% | 0.85% | $145.9万 | 4,114股 | $23.1万 | 1,527股 | +2,587股+169.42% | 加仓 |
| AABERCROMBIE & FITCHANF |
| 1.73% | — | $141.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 BUTTERFLY NETWORKBFLY |
| 1.69% | — | $137.8万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
 科磊KLAC |
| 1.62% | — | $131.7万 | 3,775股 | $0 | 0股 | +3,775股 | 新买入 |
 RED ROCK RESORTSRRR |
| 1.61% | — | $131.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 1.58% | — | $128.5万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 泛林集团LRCX |
| 1.38% | — | $112.4万 | 2,264股 | $0 | 0股 | +2,264股 | 新买入 |
 思科CSCO |
| 1.37% | — | $111.3万 | 9,472股 | $0 | 0股 | +9,472股 | 新买入 |
 阿斯麦ASML |
| 1.36% | 2.45% | $110.9万 | 499股 | $66.3万 | 502股 | -3股-0.60% | 减仓 |
 ETSY COMETSY |
| 1.3% | — | $106.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 MACYS COMM |
| 1.19% | — | $96.7万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 苹果AAPL |
| 1.18% | — | $95.9万 | 3,315股 | $0 | 0股 | +3,315股 | 新买入 |
| RROCKET LAB COMRKLB |
| 1.18% | — | $95.8万 | 9,421股 | $0 | 0股 | +9,421股 | 新买入 |
| DDUOLINGODUOL |
| 1.16% | — | $94.9万 | 7,675股 | $0 | 0股 | +7,675股 | 新买入 |
| DDOORDASHDASH |
| 1.16% | — | $94.3万 | 5,111股 | $0 | 0股 | +5,111股 | 新买入 |
| CCARVANA CL ACVNA |
| 1.16% | — | $94.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| NNextPowerNXT |
| 1.05% | — | $85.2万 | 4,418股 | $0 | 0股 | +4,418股 | 新买入 |
 DAVEDAVE |
| 0.99% | — | $80.9万 | 1,792股 | $0 | 0股 | +1,792股 | 新买入 |
 应用材料AMAT |
| 0.98% | — | $80.0万 | 885股 | $0 | 0股 | +885股 | 新买入 |
 英特尔INTC |
| 0.98% | — | $79.8万 | 5,715股 | $0 | 0股 | +5,715股 | 新买入 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.98% | 1.66% | $79.6万 | 8,985股 | $45.0万 | 5,903股 | +3,082股+52.21% | 加仓 |
| LLISTED FDS TROVS |
| 0.93% | — | $76.1万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 AMD超威AMD |
| 0.93% | — | $75.9万 | 1,307股 | $0 | 0股 | +1,307股 | 新买入 |
| CCITROTECH INCCITR |
| 0.92% | 2.77% | $75.0万 | 75.0万股 | $75.0万 | 75.0万股 | 00.00% | 持仓不变 |
 INMODEINMD |
| 0.85% | — | $69.6万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 FLOOR & DECORFND |
| 0.85% | — | $69.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 摩根士丹利MS |
| 0.82% | — | $66.6万 | 3,186股 | $0 | 0股 | +3,186股 | 新买入 |
 高盛GS |
| 0.82% | — | $66.5万 | 658股 | $0 | 0股 | +658股 | 新买入 |
 BIGLARI HLDGS INC COM STK CL BBH |
| 0.8% | — | $65.4万 | 1,534股 | $0 | 0股 | +1,534股 | 新买入 |
| VVALVOLINE COMVVV |
| 0.79% | — | $64.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 MATTELMAT |
| 0.76% | — | $62.3万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 ENERGIZERENR |
| 0.71% | 0.92% | $57.8万 | 3,051股 | $24.8万 | 3,050股 | +1股+0.03% | 加仓 |
| S道富XLI |
| 0.67% | — | $54.6万 | 2,950股 | $0 | 0股 | +2,950股 | 新买入 |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 0.59% | — | $48.1万 | 5,443股 | $0 | 0股 | +5,443股 | 新买入 |
 TwilioTWLO |
| 0.57% | — | $46.9万 | 2,271股 | $0 | 0股 | +2,271股 | 新买入 |
