 泛林集团LRCX |
| 7.9% | 5.97% | $1,177.9万 | 2.7万股 | $606.5万 | 2.8万股 | -1,204股-4.24% | 减仓 |
 应用材料AMAT |
| 6.81% | 4.86% | $1,015.8万 | 1.4万股 | $493.8万 | 1.4万股 | -398股-2.75% | 减仓 |
 美光科技MU |
| 5.15% | 2.22% | $766.9万 | 6,644股 | $225.4万 | 6,672股 | -28股-0.42% | 减仓 |
 康宁GLW |
| 4.5% | 3.64% | $670.2万 | 2.6万股 | $369.6万 | 2.7万股 | -944股-3.47% | 减仓 |
| IIBMIBM |
| 3.76% | 4.82% | $560.4万 | 2.0万股 | $489.5万 | 2.0万股 | -267股-1.32% | 减仓 |
 希捷STX |
| 3.68% | 2.2% | $547.8万 | 5,677股 | $223.7万 | 5,711股 | -34股-0.60% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 2.94% | 4.65% | $437.7万 | 11.8万股 | $472.1万 | 11.9万股 | -621股-0.52% | 减仓 |
| Q高通QCOM |
| 2.73% | 2.84% | $407.6万 | 2.2万股 | $288.2万 | 2.2万股 | -322股-1.44% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 2.52% | 3.24% | $375.5万 | 1.0万股 | $329.0万 | 1.0万股 | -123股-1.21% | 减仓 |
| AAXS GREEN ALPHA ETFNXTE |
| 2.3% | 0.43% | $343.3万 | 6.3万股 | $43.9万 | 1.1万股 | +5.2万股+462.21% | 加仓 |
 CRISPR THERAPEUTICSCRSP |
| 2.04% | 2.67% | $304.4万 | 5.6万股 | $271.3万 | 5.7万股 | -1,218股-2.14% | 减仓 |
| NNextPowerNXT |
| 1.89% | 2.87% | $282.0万 | 2.4万股 | $291.7万 | 2.4万股 | -527股-2.18% | 减仓 |
 CrowdStrikeCRWD |
| 1.88% | 1.43% | $280.6万 | 3,677股 | $144.9万 | 3,712股 | -35股-0.94% | 减仓 |
| TTEMPUS AITEM |
| 1.83% | 2.12% | $272.6万 | 4.7万股 | $214.8万 | 4.8万股 | -450股-0.95% | 减仓 |
 迈威尔MRVL |
| 1.74% | 0.86% | $258.9万 | 8,692股 | $86.9万 | 8,775股 | -83股-0.95% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.72% | 2.06% | $256.6万 | 6,461股 | $209.1万 | 6,572股 | -111股-1.69% | 减仓 |
 INTERFACETILE |
| 1.66% | 1.72% | $247.6万 | 6.9万股 | $174.4万 | 7.0万股 | -902股-1.29% | 减仓 |
 莫德纳MRNA |
| 1.59% | 1.72% | $236.4万 | 3.4万股 | $174.4万 | 3.4万股 | -580股-1.69% | 减仓 |
| FFLEXFLEX |
| 1.56% | 0.93% | $232.0万 | 1.4万股 | $94.2万 | 1.4万股 | -74股-0.51% | 减仓 |
| TT1 ENERGYTE |
| 1.52% | 1.05% | $227.0万 | 23.9万股 | $106.8万 | 24.3万股 | -3,815股-1.57% | 减仓 |
 博通AVGO |
| 1.49% | 1.79% | $222.7万 | 5,894股 | $181.7万 | 5,869股 | +25股+0.43% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.42% | 1.83% | $211.3万 | 12.2万股 | $185.8万 | 12.3万股 | -1,697股-1.37% | 减仓 |
| HHORIZON TECH FIN CORP COMHRZN |
| 1.36% | 2.45% | $203.3万 | 43.0万股 | $248.4万 | 59.0万股 | -16.0万股-27.15% | 减仓 |
 NATURAL GROCERS BY VITAMIN COMNGVC |
| 1.34% | 1.66% | $200.4万 | 6.5万股 | $168.4万 | 6.5万股 | -548股-0.84% | 减仓 |
 CloudflareNET |
| 1.22% | 1.5% | $181.5万 | 7,401股 | $152.6万 | 7,394股 | +7股+0.09% | 加仓 |
 Arista网络ANET |
| 1.05% | 1.11% | $156.3万 | 9,203股 | $113.2万 | 9,222股 | -19股-0.21% | 减仓 |
| GGARMIN SHSGRMN |
| 1% | 1.52% | $149.2万 | 6,281股 | $154.3万 | 6,649股 | -368股-5.53% | 减仓 |
 BUTTERFLY NETWORKBFLY |
| 0.95% | 0.68% | $142.0万 | 16.9万股 | $68.7万 | 17.0万股 | -1,259股-0.74% | 减仓 |
 PALO ALTOPANW |
| 0.95% | 0.66% | $141.4万 | 4,147股 | $66.9万 | 4,170股 | -23股-0.55% | 减仓 |
 思科CSCO |
| 0.92% | 0.9% | $137.7万 | 1.2万股 | $91.7万 | 1.2万股 | -97股-0.82% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 0.88% | 1.19% | $131.0万 | 1.5万股 | $120.6万 | 1.6万股 | -148股-0.95% | 减仓 |
 DatadogDDOG |
| 0.86% | 0.58% | $128.7万 | 4,944股 | $58.7万 | 4,969股 | -25股-0.50% | 减仓 |
| CCOMMERCIAL METALSCMC |
| 0.85% | 1.23% | $127.3万 | 2.0万股 | $125.1万 | 2.0万股 | -83股-0.41% | 减仓 |
 英伟达NVDA |
| 0.81% | 1.03% | $120.1万 | 6,001股 | $104.8万 | 6,007股 | -6股-0.10% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.74% | 0.91% | $110.4万 | 4,678股 | $91.9万 | 4,660股 | +18股+0.39% | 加仓 |
| HHONEST CO INC COMHNST |
| 0.73% | 0.87% | $109.2万 | 29.8万股 | $88.6万 | 30.1万股 | -3,020股-1.00% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.73% | 0.85% | $108.9万 | 788股 | $86.6万 | 792股 | -4股-0.51% | 减仓 |
| EEVERSPIN TECHNOLOGIES INC COMMRAM |
| 0.72% | 0.39% | $107.4万 | 4.4万股 | $39.2万 | 4.5万股 | -174股-0.39% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.7% | 0.76% | $103.6万 | 2,761股 | $77.0万 | 2,771股 | -10股-0.36% | 减仓 |
| QQUANTUMSCAPEQS |
| 0.68% | 0.86% | $101.7万 | 13.4万股 | $86.9万 | 13.6万股 | -1,685股-1.24% | 减仓 |
 PERSONALISPSNL |
| 0.61% | 0.42% | $90.4万 | 6.7万股 | $42.3万 | 6.6万股 | +1,058股+1.59% | 加仓 |
 TREXTREX |
| 0.6% | 0.65% | $88.8万 | 1.8万股 | $66.0万 | 1.8万股 | -373股-2.06% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.58% | 0.64% | $86.9万 | 1.1万股 | $65.4万 | 1.1万股 | -38股-0.34% | 减仓 |
 TwilioTWLO |
| 0.55% | 0.5% | $82.3万 | 3,989股 | $50.9万 | 4,047股 | -58股-1.43% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.54% | 0.61% | $80.2万 | 1.6万股 | $61.9万 | 1.6万股 | -86股-0.53% | 减仓 |
| EEXTREME NETWORKSEXTR |
| 0.54% | 0.37% | $80.0万 | 2.5万股 | $37.7万 | 2.5万股 | -252股-1.01% | 减仓 |
 ILLUMINAILMN |
| 0.52% | 0.53% | $77.3万 | 4,396股 | $54.1万 | 4,392股 | +4股+0.09% | 加仓 |
 SYMBOTIC CLASS A COMSYM |
| 0.51% | 0.91% | $75.9万 | 1.7万股 | $92.2万 | 1.7万股 | -442股-2.55% | 减仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.51% | 0.58% | $75.6万 | 4.5万股 | $58.6万 | 4.5万股 | -953股-2.09% | 减仓 |
| SSURO CAPITALNSLR |
| 0.5% | 0.62% | $74.5万 | 5.9万股 | $62.8万 | 5.9万股 | +764股+1.30% | 加仓 |
