| TTERAWULF COMWULF |
| 3.66% | 2.99% | $5,496.6万 | 222.5万股 | $3,609.8万 | 250.2万股 | -27.6万股-11.04% | 减仓 |
 美光科技MU |
| 3.53% | 1.75% | $5,296.1万 | 4.6万股 | $2,112.6万 | 6.3万股 | -1.7万股-26.63% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.95% | 4.14% | $4,425.4万 | 10.1万股 | $4,997.8万 | 10.5万股 | -4,194股-3.98% | 减仓 |
 英伟达NVDA |
| 2.85% | 3.08% | $4,274.0万 | 21.4万股 | $3,716.2万 | 21.3万股 | +520股+0.24% | 加仓 |
 EAST WEST BANCORPEWBC |
| 2.81% | 2.46% | $4,211.7万 | 27.7万股 | $2,974.5万 | 28.1万股 | -4,283股-1.52% | 减仓 |
 EAGLE MATLSEXP |
| 2.22% | 2.34% | $3,337.1万 | 14.8万股 | $2,822.9万 | 14.9万股 | -688股-0.46% | 减仓 |
 应用材料AMAT |
| 2.15% | 1.24% | $3,224.4万 | 4.5万股 | $1,493.2万 | 4.4万股 | +910股+2.08% | 加仓 |
| GGEOGEO |
| 1.93% | 1.57% | $2,896.7万 | 98.0万股 | $1,897.8万 | 112.9万股 | -14.9万股-13.17% | 减仓 |
 自由港麦克莫兰FCX |
| 1.87% | 2.27% | $2,812.3万 | 44.7万股 | $2,748.5万 | 46.8万股 | -2.0万股-4.37% | 减仓 |
| PPOWELL INDSPOWL |
| 1.84% | 1.83% | $2,761.9万 | 9.6万股 | $2,207.2万 | 4.1万股 | +5.6万股+136.43% | 加仓 |
 BANC OF CALIFORNIABANC |
| 1.83% | 2.13% | $2,749.6万 | 134.6万股 | $2,570.7万 | 146.2万股 | -11.6万股-7.96% | 减仓 |
| MMATADOR RESMTDR |
| 1.8% | 3.17% | $2,694.9万 | 54.1万股 | $3,836.7万 | 60.7万股 | -6.6万股-10.85% | 减仓 |
 亚马逊AMZN |
| 1.72% | 1.24% | $2,585.4万 | 10.8万股 | $1,494.2万 | 7.2万股 | +3.7万股+51.20% | 加仓 |
 优步UBER |
| 1.71% | 2.16% | $2,569.7万 | 35.6万股 | $2,610.6万 | 36.3万股 | -6,829股-1.88% | 减仓 |
 VIKING ORD SHSVIK |
| 1.63% | 1.27% | $2,451.7万 | 23.4万股 | $1,528.8万 | 20.8万股 | +2.6万股+12.58% | 加仓 |
 FIRST WATCH RESTAURANTFWRG |
| 1.37% | 1.29% | $2,052.6万 | 159.2万股 | $1,552.9万 | 148.2万股 | +11.1万股+7.46% | 加仓 |
| AAARAIR |
| 1.26% | — | $1,898.2万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
 台积电TSM |
| 1.24% | 1.08% | $1,860.5万 | 3.9万股 | $1,307.1万 | 3.9万股 | +281股+0.73% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.22% | 1.08% | $1,823.5万 | 3.0万股 | $1,307.6万 | 3.3万股 | -3,612股-10.89% | 减仓 |
 DraftKingsDKNG |
| 1.19% | 1.55% | $1,781.8万 | 70.5万股 | $1,869.4万 | 86.5万股 | -15.9万股-18.42% | 减仓 |
| MMAXLINEARMXL |
| 1.14% | 0.79% | $1,711.1万 | 13.4万股 | $952.4万 | 54.8万股 | -41.4万股-75.60% | 减仓 |
 TwilioTWLO |
| 1.13% | 0.33% | $1,690.3万 | 8.2万股 | $400.1万 | 3.2万股 | +5.0万股+157.61% | 加仓 |
| CCLEAR SECUREYOU |
| 1.11% | 1.15% | $1,670.9万 | 30.0万股 | $1,387.7万 | 28.7万股 | +1.3万股+4.59% | 加仓 |
 苹果AAPL |
| 1.11% | 1.17% | $1,667.1万 | 5.8万股 | $1,414.1万 | 5.6万股 | +1,895股+3.40% | 加仓 |
| CCOMMERCIAL METALSCMC |
| 1.07% | 1.31% | $1,609.0万 | 25.6万股 | $1,583.3万 | 25.8万股 | -1,339股-0.52% | 减仓 |
| VVISHAY PRECISION GROUP INC COMVPG |
| 1.05% | — | $1,581.9万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
 ACADEMY SPORTS & OUTDOORASO |
| 1.04% | 1.51% | $1,557.7万 | 33.1万股 | $1,818.9万 | 32.2万股 | +8,286股+2.57% | 加仓 |
| OONONON |
| 1.03% | 1% | $1,546.9万 | 43.7万股 | $1,206.6万 | 35.5万股 | +8.2万股+23.14% | 加仓 |
| CCLEVELAND-CLIFFS NEWCLF |
| 1.02% | 1.49% | $1,526.9万 | 162.6万股 | $1,805.9万 | 213.7万股 | -51.1万股-23.91% | 减仓 |
 TEXAS CAP BANCSHARESTCBI |
| 0.94% | 1.09% | $1,418.0万 | 13.7万股 | $1,315.6万 | 13.9万股 | -1,341股-0.97% | 减仓 |
 波音BA |
| 0.9% | 0.91% | $1,356.6万 | 6.3万股 | $1,095.3万 | 5.5万股 | +7,640股+13.88% | 加仓 |
 博通AVGO |
| 0.88% | 0.76% | $1,315.0万 | 3.5万股 | $920.4万 | 3.0万股 | +5,073股+17.06% | 加仓 |
 礼来LLY |
| 0.86% | 0.66% | $1,293.0万 | 1.1万股 | $792.2万 | 8,613股 | +2,167股+25.16% | 加仓 |
 EXPAND ENERGYEXE |
| 0.84% | 1.22% | $1,255.4万 | 13.8万股 | $1,471.7万 | 13.4万股 | +3,608股+2.69% | 加仓 |
 卡特彼勒CAT |
| 0.83% | 0.71% | $1,245.6万 | 1.2万股 | $859.0万 | 1.2万股 | -428股-3.53% | 减仓 |
 TRIUMPH FINANCIALTFIN |
| 0.83% | 0.34% | $1,238.2万 | 16.2万股 | $411.4万 | 6.9万股 | +9.3万股+135.29% | 加仓 |
 家得宝HD |
| 0.82% | 0.9% | $1,236.1万 | 3.5万股 | $1,085.2万 | 3.3万股 | +2,052股+6.22% | 加仓 |
 沃尔玛WMT |
| 0.79% | 1.05% | $1,181.3万 | 10.4万股 | $1,274.6万 | 10.3万股 | +1,746股+1.70% | 加仓 |
| IIPG PHOTONICSIPGP |
| 0.78% | 0.64% | $1,167.4万 | 10.0万股 | $770.0万 | 6.7万股 | +3.2万股+48.08% | 加仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 0.77% | 0.96% | $1,160.7万 | 22.3万股 | $1,154.5万 | 25.2万股 | -2.9万股-11.43% | 减仓 |
 GATXGATX |
| 0.77% | 0.61% | $1,160.4万 | 6.5万股 | $738.5万 | 4.3万股 | +2.2万股+51.42% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.77% | 0.95% | $1,155.2万 | 4.4万股 | $1,150.2万 | 6.6万股 | -2.1万股-32.38% | 减仓 |
 HANOVER INSTHG |
| 0.75% | 0.71% | $1,121.3万 | 5.2万股 | $852.7万 | 4.9万股 | +3,181股+6.47% | 加仓 |
 摩根大通JPM |
| 0.75% | 0.83% | $1,118.8万 | 3.4万股 | $1,006.6万 | 3.4万股 | -40股-0.12% | 减仓 |
 微软MSFT |
| 0.73% | 0.87% | $1,098.0万 | 2.9万股 | $1,051.0万 | 2.8万股 | +1,043股+3.67% | 加仓 |
 ARCOSAACA |
| 0.73% | 0.34% | $1,091.8万 | 7.5万股 | $408.8万 | 3.9万股 | +3.7万股+95.12% | 加仓 |
| SSAILPOINT COMSAIL |
| 0.72% | — | $1,086.0万 | 74.2万股 | $0 | 0股 | +74.2万股 | 新买入 |
| KKNOWLESKN |
| 0.71% | 0.46% | $1,066.8万 | 25.7万股 | $558.2万 | 21.7万股 | +4.0万股+18.31% | 加仓 |
| AAMERICAN AIRLINESAAL |
| 0.7% | 0.25% | $1,055.2万 | 58.4万股 | $303.4万 | 28.3万股 | +30.1万股+106.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.7% | $1,041.2万 | 2.9万股 | $847.4万 | 3.0万股 | -73股-0.25% | 减仓 |
