 BWX科技BWXT |
| 2.99% | 3.86% | $5,302.2万 | 27.2万股 | $5,354.9万 | 26.2万股 | +1.1万股+4.02% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 2.58% | 1.83% | $4,580.8万 | 24.5万股 | $2,539.8万 | 26.1万股 | -1.7万股-6.35% | 减仓 |
| CCALLAWAY GOLFCALY |
| 2.07% | 1.13% | $3,672.3万 | 195.4万股 | $1,562.9万 | 112.6万股 | +82.8万股+73.57% | 加仓 |
| MMODINE MFGMOD |
| 1.67% | 1.66% | $2,970.9万 | 11.1万股 | $2,300.0万 | 10.6万股 | +5,127股+4.83% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.52% | 1.19% | $2,692.7万 | 4.4万股 | $1,645.8万 | 4.2万股 | +1,897股+4.54% | 加仓 |
| LLINCOLN EDL SVCSLINC |
| 1.49% | 1.35% | $2,654.4万 | 53.2万股 | $1,869.3万 | 46.0万股 | +7.2万股+15.76% | 加仓 |
 英伟达NVDA |
| 1.43% | 1.49% | $2,534.8万 | 12.7万股 | $2,064.0万 | 11.8万股 | +8,335股+7.04% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.42% | 1.46% | $2,528.2万 | 3.0万股 | $2,023.6万 | 5.0万股 | -2.0万股-39.38% | 减仓 |
 AXSOME THERAPEUTICSAXSM |
| 1.36% | 0.99% | $2,422.6万 | 9.9万股 | $1,377.1万 | 8.1万股 | +1.7万股+21.47% | 加仓 |
 GE VernovaGEV |
| 1.36% | 1.92% | $2,412.2万 | 2.1万股 | $2,654.5万 | 3.0万股 | -9,878股-32.48% | 减仓 |
 XENON PHARMACEUTICALSXENE |
| 1.35% | 1.04% | $2,389.3万 | 39.6万股 | $1,436.9万 | 24.7万股 | +14.9万股+60.20% | 加仓 |
 BridgeBioBBIO |
| 1.31% | 1.6% | $2,320.0万 | 31.1万股 | $2,219.7万 | 29.9万股 | +1.3万股+4.21% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 1.26% | 0.94% | $2,238.1万 | 14.6万股 | $1,304.5万 | 14.1万股 | +5,687股+4.04% | 加仓 |
 KONTOOR BRANDSKTB |
| 1.23% | — | $2,176.1万 | 26.1万股 | $0 | 0股 | +26.1万股 | 新买入 |
 台积电TSM |
| 1.21% | 1% | $2,145.7万 | 4.5万股 | $1,387.7万 | 4.1万股 | +3,867股+9.42% | 加仓 |
| SSeagate HDD CaymanSTX |
| 1.2% | 0.71% | $2,123.3万 | 182.0万股 | $982.7万 | 207.0万股 | -25.0万股-12.08% | 减仓 |
 WINTRUST FINLWTFC |
| 1.18% | 1.17% | $2,094.6万 | 13.0万股 | $1,623.4万 | 11.7万股 | +1.3万股+11.54% | 加仓 |
 SITIMESITM |
| 1.16% | 0.67% | $2,054.9万 | 2.8万股 | $925.3万 | 2.7万股 | +770股+2.87% | 加仓 |
 TFI INTERNATIONALTFII |
| 1.14% | 1.05% | $2,027.6万 | 14.1万股 | $1,451.5万 | 13.4万股 | +7,606股+5.69% | 加仓 |
| MMIRUM PHARMACEUTICALSMIRM |
| 1.14% | 0.88% | $2,021.7万 | 17.3万股 | $1,213.0万 | 13.1万股 | +4.1万股+31.52% | 加仓 |
| EENLIVEN THERAPEUTICSELVN |
| 1.12% | 0.52% | $1,987.0万 | 39.2万股 | $716.3万 | 18.3万股 | +20.9万股+114.27% | 加仓 |
 博通AVGO |
| 1.11% | 1.17% | $1,979.6万 | 5.2万股 | $1,622.0万 | 5.2万股 | 00.00% | 持仓不变 |
 SPHERE ENTERTAINMENTSPHR |
| 1.11% | 0.92% | $1,979.4万 | 11.4万股 | $1,276.7万 | 10.9万股 | +5,646股+5.19% | 加仓 |
| DDIANTHUS THERAPEUTICSDNTH |
| 1.03% | 0.31% | $1,820.6万 | 18.7万股 | $430.1万 | 5.1万股 | +13.6万股+264.43% | 加仓 |
 亚马逊AMZN |
| 1.01% | 1.06% | $1,788.6万 | 7.5万股 | $1,465.1万 | 7.0万股 | +4,698股+6.68% | 加仓 |
 CYTOKINETICSCYTK |
| 1% | 0.33% | $1,781.1万 | 20.9万股 | $460.3万 | 7.0万股 | +13.9万股+199.34% | 加仓 |
 卡梅科CCJ |
| 1% | 1.36% | $1,771.3万 | 17.4万股 | $1,883.8万 | 17.3万股 | +450股+0.26% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.96% | 0.94% | $1,703.2万 | 4.6万股 | $1,302.4万 | 4.0万股 | +5,318股+13.18% | 加仓 |
 TANGERSKT |
| 0.96% | 1% | $1,697.7万 | 43.0万股 | $1,389.2万 | 40.9万股 | +2.1万股+5.21% | 加仓 |
| RRUSH STREET INTERACTIVERSI |
| 0.95% | 0.85% | $1,679.0万 | 56.5万股 | $1,180.3万 | 54.3万股 | +2.2万股+4.03% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.94% | 0.95% | $1,676.7万 | 1.2万股 | $1,315.2万 | 1.2万股 | +100股+0.83% | 加仓 |
 科磊KLAC |
| 0.94% | 0.59% | $1,674.2万 | 5.5万股 | $815.6万 | 5,539股 | +5.0万股+901.84% | 加仓 |
| PPOWELL INDSPOWL |
| 0.94% | 0.72% | $1,673.6万 | 5.8万股 | $1,002.1万 | 1.9万股 | +4.0万股+215.57% | 加仓 |
| OONCE UPON A FARM PBCOFRM |
| 0.9% | 0.25% | $1,606.0万 | 78.4万股 | $344.8万 | 21.1万股 | +57.3万股+271.85% | 加仓 |
 RHYTHM PHARMACEUTICALSRYTM |
| 0.87% | — | $1,546.3万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 0.86% | 1.11% | $1,524.3万 | 5.6万股 | $1,535.5万 | 6.3万股 | -6,330股-10.10% | 减仓 |
 ROIVANT SCIENCESROIV |
| 0.84% | 0.56% | $1,483.8万 | 41.9万股 | $771.2万 | 27.8万股 | +14.1万股+50.59% | 加仓 |
 埃克森美孚XOM |
| 0.81% | 1.29% | $1,442.4万 | 10.6万股 | $1,789.9万 | 10.6万股 | 00.00% | 持仓不变 |
 LIFE TIMELTH |
| 0.8% | — | $1,424.2万 | 34.9万股 | $0 | 0股 | +34.9万股 | 新买入 |
| PPAR PACPARR |
| 0.79% | 1.13% | $1,405.1万 | 25.1万股 | $1,570.9万 | 25.1万股 | -242股-0.10% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.77% | 0.79% | $1,374.2万 | 3.6万股 | $1,099.8万 | 5.0万股 | -1.3万股-27.05% | 减仓 |
 西部数据WDC |
| 0.77% | 0.42% | $1,372.4万 | 81.5万股 | $583.4万 | 81.5万股 | 00.00% | 持仓不变 |
| SSEMTECHSMTC |
| 0.77% | 0.4% | $1,367.3万 | 8.4万股 | $556.1万 | 7.2万股 | +1.2万股+16.81% | 加仓 |
 Boeing/TheBA |
| 0.77% | 0.84% | $1,360.7万 | 20.1万股 | $1,163.5万 | 17.9万股 | +2.2万股+11.99% | 加仓 |
| NNextEra Energy Capital Holdings IncNEE |
| 0.76% | 1.03% | $1,345.7万 | 1,024.5万股 | $1,421.5万 | 1,024.5万股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.74% | 0.79% | $1,314.8万 | 1.3万股 | $1,099.8万 | 1.3万股 | 00.00% | 持仓不变 |
 XPOXPO |
| 0.74% | 0.89% | $1,305.3万 | 6.4万股 | $1,238.9万 | 6.4万股 | -96股-0.15% | 减仓 |
| HHAPPEN INCHAPN |
| 0.73% | 0.28% | $1,294.9万 | 62.4万股 | $381.6万 | 26.6万股 | +35.8万股+134.30% | 加仓 |
 Guardant HealthGH |
| 0.7% | 0.6% | $1,244.9万 | 495.5万股 | $831.4万 | 495.5万股 | 00.00% | 持仓不变 |
| MM/A-COM Technology Solutions Holdings Inc.MTSI |
| 0.7% | 0.57% | $1,243.1万 | 540.0万股 | $786.5万 | 540.0万股 | 00.00% | 持仓不变 |
