| CCOMFORT SYS USAFIX |
| 3.59% | 3.7% | $586.7万 | 2,960股 | $442.7万 | 3,210股 | -250股-7.79% | 减仓 |
 IESIESC |
| 2.48% | 2.53% | $404.8万 | 5,510股 | $302.1万 | 6,340股 | -830股-13.09% | 减仓 |
 科磊KLAC |
| 1.64% | 1.1% | $268.5万 | 8,900股 | $131.0万 | 890股 | +8,010股+900.00% | 加仓 |
| IiShares安硕信托ICVT |
| 1.49% | 1.96% | $243.5万 | 2.0万股 | $234.1万 | 2.3万股 | -3,000股-13.04% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.32% | 1.76% | $215.6万 | 2.0万股 | $210.5万 | 2.3万股 | -3,000股-13.04% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.24% | 1.65% | $201.7万 | 3.0万股 | $197.1万 | 3.0万股 | 00.00% | 持仓不变 |
 Guardant HealthGH |
| 1.15% | 0.68% | $187.5万 | 1.3万股 | $81.7万 | 8,850股 | +3,650股+41.24% | 加仓 |
| SSTONEXSNEX |
| 1.14% | 1.06% | $186.6万 | 1.6万股 | $127.0万 | 1.6万股 | 00.00% | 持仓不变 |
| FFABRINETFN |
| 1.08% | 1.66% | $177.1万 | 3,150股 | $198.2万 | 3,800股 | -650股-17.11% | 减仓 |
| NNOVANVMI |
| 1.07% | 1.37% | $174.8万 | 3,220股 | $164.2万 | 3,780股 | -560股-14.81% | 减仓 |
| AACM RESHACMR |
| 1.03% | 0.44% | $168.8万 | 1.3万股 | $52.3万 | 1.3万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.02% | 1.01% | $166.5万 | 9,800股 | $120.3万 | 9,800股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 1% | 1.28% | $163.6万 | 1.5万股 | $152.6万 | 1.4万股 | +1,000股+7.14% | 加仓 |
 WESCO INTLWCC |
| 0.96% | 1.04% | $157.2万 | 4,550股 | $124.5万 | 4,550股 | 00.00% | 持仓不变 |
| FFTAI AVIATIONFTAI |
| 0.96% | 1.19% | $156.9万 | 5,800股 | $142.1万 | 5,800股 | 00.00% | 持仓不变 |
| CCECO ENVIRONMENTALCECO |
| 0.96% | 0.64% | $156.2万 | 1.7万股 | $76.9万 | 1.3万股 | +4,309股+33.40% | 加仓 |
| MMUELLER INDSMLI |
| 0.93% | 1.34% | $152.4万 | 1.2万股 | $160.1万 | 1.4万股 | -2,050股-14.19% | 减仓 |
| RRBC BEARINGSRBC |
| 0.78% | 0.9% | $126.9万 | 1,970股 | $107.0万 | 1,970股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 0.77% | — | $125.6万 | 4,150股 | $0 | 0股 | +4,150股 | 新买入 |
 AXSOME THERAPEUTICSAXSM |
| 0.73% | 0.51% | $118.7万 | 4,850股 | $60.8万 | 3,600股 | +1,250股+34.72% | 加仓 |
| DDYCOM INDSDY |
| 0.72% | 0.42% | $117.6万 | 2,326股 | $50.0万 | 1,476股 | +850股+57.59% | 加仓 |
 伍德沃德WWD |
| 0.72% | 0.82% | $117.0万 | 2,750股 | $98.4万 | 2,750股 | 00.00% | 持仓不变 |
 CAMTEKCAMT |
| 0.7% | 0.89% | $115.0万 | 7,050股 | $106.9万 | 7,050股 | 00.00% | 持仓不变 |
| AAPPLIED DIGITALAPLD |
| 0.69% | 0.6% | $113.2万 | 3.0万股 | $72.1万 | 3.0万股 | 00.00% | 持仓不变 |
| SSEMTECHSMTC |
| 0.68% | — | $110.9万 | 6,850股 | $0 | 0股 | +6,850股 | 新买入 |
| MMODINE MFGMOD |
| 0.68% | 0.75% | $110.8万 | 4,150股 | $89.9万 | 4,150股 | 00.00% | 持仓不变 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.66% | 0.7% | $107.9万 | 1.2万股 | $83.2万 | 1.2万股 | 00.00% | 持仓不变 |
 FIRSTCASHFCFS |
| 0.66% | 0.78% | $107.1万 | 4,950股 | $93.1万 | 4,950股 | 00.00% | 持仓不变 |
 XOMETRYXMTR |
| 0.65% | 0.38% | $106.7万 | 1.1万股 | $45.1万 | 1.1万股 | 00.00% | 持仓不变 |
 柯蒂斯怀特CW |
| 0.65% | 0.8% | $106.1万 | 1,400股 | $95.4万 | 1,400股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.64% | 0.94% | $105.1万 | 1,875股 | $112.5万 | 2,650股 | -775股-29.25% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 0.64% | 0.45% | $104.2万 | 4,250股 | $54.0万 | 2,700股 | +1,550股+57.41% | 加仓 |
 DatadogDDOG |
| 0.64% | 0.39% | $104.1万 | 4,000股 | $47.2万 | 4,000股 | 00.00% | 持仓不变 |
 DIGI INTLDGII |
| 0.63% | 0.55% | $102.7万 | 1.4万股 | $66.0万 | 1.4万股 | 00.00% | 持仓不变 |
 LIQUIDIALQDA |
| 0.62% | — | $101.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IIONQIONQ |
| 0.61% | 0.17% | $99.6万 | 1.9万股 | $20.2万 | 7,000股 | +1.2万股+167.14% | 加仓 |
 INSTALLED BLDG PRODSIBP |
| 0.61% | 0.64% | $98.8万 | 4,300股 | $76.9万 | 2,900股 | +1,400股+48.28% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.6% | 0.78% | $98.1万 | 6,450股 | $93.4万 | 6,450股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.6% | 0.81% | $97.6万 | 3.2万股 | $97.0万 | 3.2万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.59% | 0.66% | $96.5万 | 1,125股 | $79.1万 | 1,125股 | 00.00% | 持仓不变 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.59% | — | $96.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 CASEYS GEN STORESCASY |
| 0.58% | 0.73% | $95.4万 | 1,200股 | $87.3万 | 1,200股 | 00.00% | 持仓不变 |
 MEDPACEMEDP |
| 0.58% | 0.72% | $95.3万 | 1,800股 | $86.4万 | 1,800股 | 00.00% | 持仓不变 |
 PENUMBRAPEN |
| 0.58% | 0.82% | $94.7万 | 3,000股 | $98.5万 | 3,000股 | 00.00% | 持仓不变 |
 HA SUSTAINABLE INFRA REIHASI |
| 0.56% | 0.72% | $92.0万 | 2.4万股 | $86.5万 | 2.4万股 | 00.00% | 持仓不变 |
| MMASTECMTZ |
| 0.56% | 0.59% | $91.5万 | 2,200股 | $70.8万 | 2,200股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.56% | 0.8% | $91.5万 | 4,700股 | $96.1万 | 4,700股 | 00.00% | 持仓不变 |
 MONOLITHIC PWR SYSMPWR |
| 0.55% | 0.59% | $89.9万 | 650股 | $71.1万 | 650股 | 00.00% | 持仓不变 |
| LLIFESTANCE HEALTHLFST |
| 0.55% | — | $89.5万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
 天弘CLS |
| 0.55% | 0.58% | $89.4万 | 2,450股 | $69.0万 | 2,450股 | 00.00% | 持仓不变 |
