 GE航空GE |
| 6.51% | 4.71% | $976.1万 | 2.6万股 | $754.0万 | 2.7万股 | -455股-1.71% | 减仓 |
 波音BA |
| 4.87% | 4.47% | $730.1万 | 3.4万股 | $714.6万 | 3.6万股 | -2,176股-6.06% | 减仓 |
 洛克希德马丁LMT |
| 3.47% | 3.67% | $520.6万 | 1.0万股 | $587.4万 | 9,719股 | +500股+5.14% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 3.24% | 2.83% | $486.6万 | 1.8万股 | $453.5万 | 2.0万股 | -1,576股-8.01% | 减仓 |
 英伟达NVDA |
| 2.97% | 1.87% | $445.7万 | 2.2万股 | $298.6万 | 1.7万股 | +5,153股+30.09% | 加仓 |
 AMD超威AMD |
| 2.57% | 0.93% | $386.2万 | 6,648股 | $149.5万 | 7,349股 | -701股-9.54% | 减仓 |
 通用动力GD |
| 2.43% | 2.35% | $364.1万 | 1.0万股 | $375.2万 | 1.1万股 | -656股-6.00% | 减仓 |
 TransDigmTDG |
| 2.27% | 1.97% | $341.1万 | 2,561股 | $315.4万 | 2,721股 | -160股-5.88% | 减仓 |
| TTERADYNETER |
| 2.27% | 1.31% | $339.9万 | 7,026股 | $209.3万 | 7,059股 | -33股-0.47% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 2.25% | 3.01% | $337.7万 | 6,630股 | $480.7万 | 7,046股 | -416股-5.90% | 减仓 |
 特斯拉TSLA |
| 2.16% | 0.87% | $324.4万 | 7,712股 | $139.4万 | 3,749股 | +3,963股+105.71% | 加仓 |
 霍尼韦尔HON |
| 2.13% | 3.48% | $319.8万 | 1.4万股 | $556.6万 | 2.5万股 | -1.0万股-41.99% | 减仓 |
| PPALLADYNE AI CORP COM NEWPDYN |
| 2.11% | 1.49% | $316.3万 | 52.0万股 | $238.1万 | 39.2万股 | +12.8万股+32.62% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 2.1% | — | $315.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| RRICHTECH ROBOTICS INC CLASS BRR |
| 1.87% | 0.61% | $281.2万 | 133.3万股 | $97.6万 | 46.7万股 | +86.6万股+185.40% | 加仓 |
 星座能源CEG |
| 1.79% | 1.33% | $268.9万 | 1.1万股 | $212.0万 | 7,591股 | +3,235股+42.62% | 加仓 |
| QQUICKLOGICQUIK |
| 1.68% | 0.82% | $252.5万 | 12.6万股 | $130.9万 | 14.0万股 | -1.3万股-9.37% | 减仓 |
 L3哈里斯LHX |
| 1.68% | 1.99% | $252.4万 | 8,685股 | $319.1万 | 9,245股 | -560股-6.06% | 减仓 |
| RROCKET LAB COMRKLB |
| 1.68% | 0.97% | $251.7万 | 2.5万股 | $154.7万 | 2.4万股 | +673股+2.79% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.3% | 0.97% | $194.5万 | 3,470股 | $155.8万 | 3,668股 | -198股-5.40% | 减仓 |
| GGORILLA TECHNOLOGYGRRRW |
| 1.24% | 0.67% | $185.8万 | 9.3万股 | $107.7万 | 10.2万股 | -8,780股-8.59% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.21% | 0.73% | $181.2万 | 7,120股 | $116.4万 | 7,715股 | -595股-7.71% | 减仓 |
| SSERVE ROBOTICSSERV |
| 1.04% | 0.45% | $156.3万 | 23.8万股 | $71.5万 | 8.5万股 | +15.3万股+180.43% | 加仓 |
| B百度BIDU |
| 1.02% | 0.92% | $153.2万 | 1.3万股 | $147.6万 | 1.3万股 | +156股+1.18% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.96% | 0.87% | $144.5万 | 2,167股 | $138.8万 | 2,295股 | -128股-5.58% | 减仓 |
 自由港麦克莫兰FCX |
| 0.92% | 0.9% | $138.6万 | 2.2万股 | $143.2万 | 2.4万股 | -2,325股-9.54% | 减仓 |
 BWX科技BWXT |
| 0.92% | 0.89% | $137.3万 | 7,053股 | $141.7万 | 6,931股 | +122股+1.76% | 加仓 |
 柯蒂斯怀特CW |
| 0.88% | 0.79% | $131.7万 | 1,738股 | $126.0万 | 1,850股 | -112股-6.05% | 减仓 |
| FFTAI AVIATIONFTAI |
| 0.85% | 0.77% | $127.5万 | 4,712股 | $122.9万 | 5,016股 | -304股-6.06% | 减仓 |
 亚马逊AMZN |
| 0.85% | 0.75% | $127.4万 | 5,345股 | $119.8万 | 5,751股 | -406股-7.06% | 减仓 |
 博通AVGO |
| 0.85% | 0.71% | $127.3万 | 3,371股 | $114.3万 | 3,693股 | -322股-8.72% | 减仓 |
 盎格鲁黄金AU |
| 0.8% | 0.91% | $120.5万 | 1.5万股 | $145.1万 | 1.5万股 | 00.00% | 持仓不变 |
| IINFORMATION SVCS GROUP INC COMIII |
| 0.77% | 0.75% | $115.6万 | 28.1万股 | $119.2万 | 31.0万股 | -2.9万股-9.37% | 减仓 |
 美国电力AEP |
| 0.76% | 0.63% | $114.3万 | 8,356股 | $100.5万 | 7,665股 | +691股+9.02% | 加仓 |
| BBIGBEAR AI COMBBAI |
| 0.75% | 0.75% | $113.1万 | 30.8万股 | $119.7万 | 34.0万股 | -3.2万股-9.37% | 减仓 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 0.75% | 0.82% | $112.3万 | 17.3万股 | $131.5万 | 19.1万股 | -1.8万股-9.37% | 减仓 |
 杜克能源DUK |
| 0.74% | 0.63% | $110.8万 | 8,757股 | $100.8万 | 7,699股 | +1,058股+13.74% | 加仓 |
 谷歌AGOOGL |
| 0.73% | 0.6% | $110.0万 | 3,077股 | $96.5万 | 3,355股 | -278股-8.29% | 减仓 |
 帕兰提尔PLTR |
| 0.72% | 0.92% | $108.3万 | 9,285股 | $147.2万 | 1.0万股 | -776股-7.71% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.7% | $107.7万 | 3,291股 | $112.2万 | 3,813股 | -522股-13.69% | 减仓 |
| BBLAIZE HLDGS INC COMBZAI |
| 0.7% | 0.96% | $105.2万 | 76.2万股 | $153.1万 | 84.1万股 | -7.9万股-9.37% | 减仓 |
 纽蒙特NEM |
| 0.7% | 1.01% | $104.9万 | 1.1万股 | $161.8万 | 1.5万股 | -3,717股-24.87% | 减仓 |
 高盛GS |
| 0.7% | 0.71% | $104.4万 | 1,032股 | $113.5万 | 1,342股 | -310股-23.10% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.69% | 0.53% | $103.7万 | 1.3万股 | $84.9万 | 1.0万股 | +2,288股+21.82% | 加仓 |
 BANCO SANTANDER ADRSAN |
| 0.68% | 0.62% | $101.5万 | 7.4万股 | $99.5万 | 8.8万股 | -1.5万股-16.66% | 减仓 |
| GGOLD FIELDSGFI |
| 0.67% | 0.85% | $100.7万 | 3.0万股 | $136.0万 | 3.0万股 | 00.00% | 持仓不变 |
 ROYAL BK CDA COMRY |
| 0.67% | 0.6% | $100.0万 | 4,834股 | $95.9万 | 5,925股 | -1,091股-18.41% | 减仓 |
| IING GROEP N.V. SPONSORED ADRING |
| 0.67% | 0.6% | $99.8万 | 3.2万股 | $96.4万 | 3.7万股 | -5,190股-14.03% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.66% | 0.59% | $99.5万 | 8,191股 | $94.9万 | 1.0万股 | -1,977股-19.44% | 减仓 |
 道富·CORP COMSTT |
| 0.66% | 0.62% | $98.7万 | 5,820股 | $99.0万 | 7,877股 | -2,057股-26.11% | 减仓 |
