 英伟达NVDA |
| 8.67% | 9.67% | $1.20亿 | 60.0万股 | $1.05亿 | 60.0万股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 6.62% | 9.04% | $9,167.4万 | 90.0万股 | $9,774.9万 | 90.0万股 | 00.00% | 持仓不变 |
 NOVANTANOVT |
| 4.98% | 4.09% | $6,895.2万 | 42.5万股 | $4,429.1万 | 37.5万股 | +5.0万股+13.33% | 加仓 |
 HEICOHEI |
| 3.6% | 3.55% | $4,986.7万 | 14.0万股 | $3,838.8万 | 14.0万股 | 00.00% | 持仓不变 |
 莫德纳MRNA |
| 3.54% | 2.35% | $4,902.1万 | 70.0万股 | $2,540.0万 | 50.0万股 | +20.0万股+40.00% | 加仓 |
 台积电TSM |
| 3.45% | 3.12% | $4,775.7万 | 10.0万股 | $3,379.5万 | 10.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.44% | 3.85% | $4,766.8万 | 20.0万股 | $4,165.4万 | 20.0万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 3.05% | 2.51% | $4,214.6万 | 16.5万股 | $2,719.4万 | 20.0万股 | -3.5万股-17.50% | 减仓 |
 HALLIBURTON COMHAL |
| 2.94% | 4.33% | $4,074.0万 | 120.0万股 | $4,678.8万 | 120.0万股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 2.62% | 1.92% | $3,628.8万 | 7.5万股 | $2,075.2万 | 7.0万股 | +5,000股+7.14% | 加仓 |
 WASTE CONNECTIONSWCN |
| 2.41% | 1.5% | $3,333.8万 | 20.0万股 | $1,624.4万 | 10.0万股 | +10.0万股+100.00% | 加仓 |
 HEICO NEW CL AHEI |
| 2.33% | 2.44% | $3,223.9万 | 12.5万股 | $2,638.6万 | 12.5万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 2.31% | 1.96% | $3,194.7万 | 3.0万股 | $2,125.4万 | 3.0万股 | 00.00% | 持仓不变 |
| DDIGITALOCEANDOCN |
| 2.27% | 1.59% | $3,140.6万 | 20.0万股 | $1,715.6万 | 20.0万股 | 00.00% | 持仓不变 |
| KKOPINKOPN |
| 2.27% | 1.46% | $3,136.0万 | 700.0万股 | $1,575.0万 | 700.0万股 | 00.00% | 持仓不变 |
 CLEAN HARBORSCLH |
| 2.16% | 2.65% | $2,987.5万 | 10.0万股 | $2,867.3万 | 10.0万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 2.11% | 2.7% | $2,916.8万 | 25.0万股 | $2,925.6万 | 20.0万股 | +5.0万股+25.00% | 加仓 |
 斯伦贝谢SLB |
| 2.02% | 2.85% | $2,789.4万 | 60.0万股 | $3,083.4万 | 60.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.01% | 2.06% | $2,780.2万 | 7.0万股 | $2,227.0万 | 7.0万股 | 00.00% | 持仓不变 |
| AAMERICAN SUPERCONDUCTORAMSC |
| 1.8% | 1.88% | $2,490.6万 | 60.0万股 | $2,031.0万 | 60.0万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.72% | 1.44% | $2,384.6万 | 8.0万股 | $1,553.1万 | 8.0万股 | 00.00% | 持仓不变 |
 贝克休斯BKR |
| 1.6% | 2.26% | $2,220.0万 | 40.0万股 | $2,442.0万 | 40.0万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.57% | 1.26% | $2,169.0万 | 3.0万股 | $1,367.2万 | 4.0万股 | -1.0万股-25.00% | 减仓 |
 FRANCO NEVFNV |
| 1.51% | 2.28% | $2,084.4万 | 10.0万股 | $2,470.5万 | 10.0万股 | 00.00% | 持仓不变 |
 ALLIENTALNT |
| 1.49% | 0.82% | $2,058.6万 | 20.0万股 | $886.4万 | 15.0万股 | +5.0万股+33.33% | 加仓 |
 阿斯麦ASML |
| 1.44% | 1.22% | $1,989.4万 | 1.0万股 | $1,320.8万 | 1.0万股 | 00.00% | 持仓不变 |
| AALMONTY INDSALM |
| 1.44% | 1.61% | $1,987.2万 | 120.0万股 | $1,737.6万 | 120.0万股 | 00.00% | 持仓不变 |
| AANDERSENANDG |
| 1.36% | 1.26% | $1,886.0万 | 50.0万股 | $1,360.0万 | 50.0万股 | 00.00% | 持仓不变 |
| MMODINE MFGMOD |
| 1.35% | 1.6% | $1,869.1万 | 7.0万股 | $1,733.7万 | 8.0万股 | -1.0万股-12.50% | 减仓 |
 谷歌AGOOGL |
| 1.29% | 1.33% | $1,786.9万 | 5.0万股 | $1,437.8万 | 5.0万股 | 00.00% | 持仓不变 |
| GGARMIN SHSGRMN |
| 1.29% | 1.07% | $1,781.6万 | 7.5万股 | $1,160.1万 | 5.0万股 | +2.5万股+50.00% | 加仓 |
 泛林集团LRCX |
| 1.25% | 0.99% | $1,733.3万 | 4.0万股 | $1,068.3万 | 5.0万股 | -1.0万股-20.00% | 减仓 |
 Meta平台META |
| 1.22% | 1.59% | $1,689.9万 | 3.0万股 | $1,716.4万 | 3.0万股 | 00.00% | 持仓不变 |
| LLIGHTPATH TECHNOLOGIESLPTH |
| 1.21% | 0.36% | $1,675.9万 | 102.5万股 | $386.2万 | 38.5万股 | +64.0万股+166.23% | 加仓 |
 BWX科技BWXT |
| 1.13% | 1.89% | $1,557.2万 | 8.0万股 | $2,044.9万 | 10.0万股 | -2.0万股-20.00% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.1% | — | $1,516.2万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| BBRIGHTVIEW HLDGS INC COMBV |
| 0.87% | 0.93% | $1,204.5万 | 85.0万股 | $1,002.2万 | 85.0万股 | 00.00% | 持仓不变 |
| DD-WAVE QUANTUMQBTS |
| 0.87% | 0.67% | $1,199.5万 | 50.0万股 | $721.5万 | 50.0万股 | 00.00% | 持仓不变 |
| NNextPowerNXT |
| 0.86% | 1.11% | $1,191.4万 | 10.0万股 | $1,205.5万 | 10.0万股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.81% | 0.79% | $1,121.2万 | 2.0万股 | $849.4万 | 2.0万股 | 00.00% | 持仓不变 |
| BBIODESIXBDSX |
| 0.8% | 0.66% | $1,104.6万 | 49.0万股 | $710.2万 | 49.0万股 | 00.00% | 持仓不变 |
| KKAROOOOOKARO |
| 0.77% | 0.99% | $1,062.0万 | 21.5万股 | $1,072.3万 | 21.5万股 | 00.00% | 持仓不变 |
 TwilioTWLO |
| 0.75% | 0.58% | $1,031.7万 | 5.0万股 | $629.1万 | 5.0万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.74% | 0.74% | $1,030.5万 | 2.0万股 | $796.0万 | 2.0万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.74% | 0.99% | $1,027.6万 | 9.0万股 | $1,067.6万 | 9.0万股 | 00.00% | 持仓不变 |
 TRIMBLE COMTRMB |
| 0.74% | 1.21% | $1,023.6万 | 20.0万股 | $1,304.6万 | 20.0万股 | 00.00% | 持仓不变 |
 HILLMAN SOLUTIONSHLMN |
| 0.67% | 0.73% | $928.4万 | 110.0万股 | $790.4万 | 95.0万股 | +15.0万股+15.79% | 加仓 |
 ORMAT TECHNOLOGIESORA |
| 0.63% | 0.83% | $871.2万 | 8.0万股 | $895.4万 | 8.0万股 | 00.00% | 持仓不变 |
| CCODEXIS INC COMCDXS |
| 0.63% | 0.58% | $869.3万 | 384.6万股 | $627.0万 | 384.6万股 | 00.00% | 持仓不变 |
| RROGERSROG |
| 0.59% | — | $818.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
