| IiShares安硕信托ICSH |
| 7.5% | 11.79% | $1,019.2万 | 20.1万股 | $1,231.9万 | 24.3万股 | -4.2万股-17.20% | 减仓 |
| S嘉信·USSCHX |
| 3.58% | 4.16% | $486.1万 | 16.5万股 | $434.1万 | 16.9万股 | -4,161股-2.46% | 减仓 |
 相干公司COHR |
| 2.86% | 2.13% | $388.4万 | 9,846股 | $222.2万 | 9,327股 | +519股+5.56% | 加仓 |
 VanEck ETF信托SMH |
| 2.76% | 2.2% | $374.5万 | 5,710股 | $229.7万 | 5,990股 | -280股-4.67% | 减仓 |
 康宁GLW |
| 2.58% | 2.15% | $350.4万 | 1.4万股 | $224.7万 | 1.7万股 | -2,805股-16.98% | 减仓 |
 LumentumLITE |
| 2.54% | 2.56% | $345.5万 | 4,026股 | $267.5万 | 3,806股 | +220股+5.78% | 加仓 |
 应用材料AMAT |
| 2.52% | 1.46% | $341.9万 | 4,729股 | $152.5万 | 4,462股 | +267股+5.98% | 加仓 |
| VVIASATVSAT |
| 2.46% | 1.52% | $333.9万 | 3.7万股 | $158.3万 | 3.5万股 | +2,614股+7.56% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 2.39% | 1.93% | $325.3万 | 5,273股 | $202.0万 | 5,124股 | +149股+2.91% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.34% | 2.48% | $317.7万 | 1.0万股 | $258.7万 | 1.1万股 | -401股-3.68% | 减仓 |
 AMD超威AMD |
| 2.2% | 0.35% | $298.8万 | 5,144股 | $36.9万 | 1,813股 | +3,331股+183.73% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.13% | 2.02% | $289.1万 | 3.3万股 | $210.7万 | 3.1万股 | +1,793股+5.71% | 加仓 |
| S嘉信·USSCHA |
| 2% | 2.16% | $271.6万 | 7.5万股 | $225.9万 | 7.8万股 | -2,504股-3.22% | 减仓 |
 美光科技MU |
| 1.88% | 1.72% | $255.9万 | 2,217股 | $179.4万 | 5,311股 | -3,094股-58.26% | 减仓 |
| S道富SPMD |
| 1.83% | 2.15% | $249.2万 | 3.7万股 | $224.4万 | 3.8万股 | -1,017股-2.68% | 减仓 |
| G高盛ETF信托GSEW |
| 1.79% | 2.15% | $243.7万 | 2.6万股 | $224.1万 | 2.6万股 | -656股-2.48% | 减仓 |
 捷普JBL |
| 1.72% | 1.44% | $234.1万 | 6,074股 | $150.5万 | 5,666股 | +408股+7.20% | 加仓 |
| F富达·MSCIFIDU |
| 1.67% | 1.92% | $227.1万 | 2.3万股 | $200.2万 | 2.3万股 | -343股-1.48% | 减仓 |
| FFORMFACTORFORM |
| 1.67% | 1.28% | $226.7万 | 1.4万股 | $133.4万 | 1.4万股 | +422股+3.07% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.66% | 2.23% | $225.5万 | 5.0万股 | $233.2万 | 5.1万股 | -1,064股-2.09% | 减仓 |
| NNLIGHTLASR |
| 1.6% | 1.66% | $218.0万 | 3.1万股 | $173.3万 | 3.0万股 | +923股+3.04% | 加仓 |
 慧与HPEHPE |
| 1.55% | — | $210.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 西部数据WDC |
| 1.52% | 2.02% | $206.5万 | 3,233股 | $211.4万 | 7,814股 | -4,581股-58.63% | 减仓 |
| SSPDR行业精选信托XLP |
| 1.49% | 1.95% | $202.9万 | 2.4万股 | $203.9万 | 2.5万股 | -444股-1.79% | 减仓 |
 CienaCIEN |
| 1.43% | 1.4% | $194.8万 | 3,970股 | $145.8万 | 3,756股 | +214股+5.70% | 加仓 |
 TapestryTPR |
| 1.42% | 1.68% | $193.5万 | 1.3万股 | $176.0万 | 1.2万股 | +744股+5.96% | 加仓 |
 ANTERIXATEX |
| 1.39% | — | $189.6万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 1.34% | 0.88% | $181.6万 | 2.1万股 | $92.0万 | 2.0万股 | +628股+3.07% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 1.31% | — | $177.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 1.28% | 2.05% | $174.4万 | 9,327股 | $214.6万 | 2.2万股 | -1.3万股-57.66% | 减仓 |
 LIQUIDIALQDA |
| 1.25% | 0.74% | $169.8万 | 2.1万股 | $77.2万 | 2.0万股 | +830股+4.06% | 加仓 |
 苹果AAPL |
| 1.24% | 1.37% | $168.8万 | 5,833股 | $142.7万 | 5,624股 | +209股+3.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.17% | $160.0万 | 4,529股 | $121.8万 | 4,246股 | +283股+6.67% | 加仓 |
 华纳兄弟探索WBD |
| 1.15% | 1.45% | $156.3万 | 5.9万股 | $151.8万 | 5.5万股 | +3,326股+6.01% | 加仓 |
 OSCAR HEALTHOSCR |
| 1.1% | — | $150.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 迈威尔MRVL |
| 1.1% | — | $149.0万 | 5,002股 | $0 | 0股 | +5,002股 | 新买入 |
| MMODINE MFGMOD |
| 1.06% | — | $143.8万 | 5,384股 | $0 | 0股 | +5,384股 | 新买入 |
 PEDIATRIX MEDICALMD |
| 0.98% | 1.03% | $133.2万 | 5.3万股 | $108.1万 | 5.1万股 | +2,048股+4.05% | 加仓 |
 自由港麦克莫兰FCX |
| 0.98% | 1.11% | $132.9万 | 2.1万股 | $116.0万 | 2.0万股 | +1,406股+7.13% | 加仓 |
| IiShares安硕信托STIP |
| 0.98% | 1.33% | $132.9万 | 1.3万股 | $139.0万 | 1.3万股 | -431股-3.21% | 减仓 |
 英特尔INTC |
| 0.97% | 0.35% | $132.5万 | 9,487股 | $36.6万 | 8,298股 | +1,189股+14.33% | 加仓 |
| S道富SPTI |
| 0.97% | 1.32% | $132.2万 | 4.7万股 | $137.6万 | 4.8万股 | -1,440股-3.00% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.97% | — | $131.7万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.94% | 1.1% | $127.8万 | 1.4万股 | $114.5万 | 1.4万股 | +562股+4.07% | 加仓 |
| LLINCOLN EDL SVCSLINC |
| 0.91% | 0.93% | $124.1万 | 2.5万股 | $97.2万 | 2.4万股 | +970股+4.06% | 加仓 |
| DDARLING INGREDIENTSDAR |
| 0.89% | 1.27% | $121.1万 | 2.2万股 | $133.1万 | 2.2万股 | +651股+3.02% | 加仓 |
 CVS健康CVS |
| 0.88% | 0.74% | $119.6万 | 1.2万股 | $77.3万 | 1.1万股 | +795股+7.38% | 加仓 |
| VVICTORIAS SECRETVSXY |
| 0.86% | 0.6% | $117.2万 | 1.4万股 | $62.5万 | 1.3万股 | +547股+4.05% | 加仓 |
 KRYSTAL BIOTECHKRYS |
| 0.85% | 0.74% | $116.0万 | 3,120股 | $77.4万 | 2,997股 | +123股+4.10% | 加仓 |
| KKODIAK GAS SVCSKGS |
| 0.85% | 0.82% | $115.1万 | 1.5万股 | $85.9万 | 1.5万股 | +597股+4.05% | 加仓 |
