 APOLLO GLOBAL MGMT COMAPO |
| 12.7% | 13.38% | $9,407.1万 | 79.5万股 | $7,492.3万 | 67.2万股 | +12.3万股+18.24% | 加仓 |
| HHUT 8HUT |
| 12.64% | 9.1% | $9,357.1万 | 81.1万股 | $5,095.6万 | 108.6万股 | -27.6万股-25.38% | 减仓 |
 新思科技SNPS |
| 12.48% | — | $9,245.9万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
 台积电TSM |
| 11.33% | 12.31% | $8,391.7万 | 17.6万股 | $6,898.0万 | 20.4万股 | -2.8万股-13.91% | 减仓 |
| MMASTECMTZ |
| 7.55% | 6.49% | $5,593.1万 | 13.4万股 | $3,635.2万 | 11.3万股 | +2.1万股+18.98% | 加仓 |
 摩托罗拉解决方案MSI |
| 6.4% | — | $4,737.5万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 GE航空GE |
| 6.3% | 5.36% | $4,665.0万 | 12.5万股 | $3,003.6万 | 10.6万股 | +1.9万股+17.93% | 加仓 |
 ROCKET COS COM CL ARKT |
| 6.27% | 7.16% | $4,641.7万 | 294.7万股 | $4,009.5万 | 281.4万股 | +13.3万股+4.74% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 5.7% | 5.57% | $4,219.1万 | 34.0万股 | $3,121.6万 | 7.3万股 | +26.7万股+364.13% | 加仓 |
 华纳兄弟探索WBD |
| 4.46% | — | $3,301.5万 | 123.8万股 | $0 | 0股 | +123.8万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 4.3% | 3.61% | $3,184.9万 | 11.8万股 | $2,024.5万 | 8.3万股 | +3.5万股+42.47% | 加仓 |
 自由港麦克莫兰FCX |
| 4.13% | — | $3,056.3万 | 48.6万股 | $0 | 0股 | +48.6万股 | 新买入 |
| TTERAWULF COMWULF |
| 3.28% | — | $2,432.2万 | 98.5万股 | $0 | 0股 | +98.5万股 | 新买入 |
| UULTRA CLEANUCTT |
| 2.46% | — | $1,823.5万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
