 ROKU COM CL AROKU |
| 13.25% | 14.13% | $828.8万 | 6.0万股 | $662.3万 | 7.0万股 | -1.0万股-14.29% | 减仓 |
 Bloom EnergyBE |
| 12.1% | 9.25% | $756.8万 | 2.5万股 | $433.6万 | 3.2万股 | -7,000股-21.88% | 减仓 |
| RROCKET LAB COMRKLB |
| 9.75% | 8.22% | $609.9万 | 6.0万股 | $385.3万 | 6.0万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 6.31% | 5.08% | $394.5万 | 1.0万股 | $238.2万 | 1.0万股 | 00.00% | 持仓不变 |
| OOKLOOKLO |
| 5.02% | 3.17% | $314.0万 | 6.0万股 | $148.8万 | 3.0万股 | +3.0万股+100.00% | 加仓 |
| VVIASATVSAT |
| 4.31% | — | $269.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| AASM INTERNTNL NV ADR FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS |
| 3.67% | 4.02% | $229.8万 | 2,000股 | $188.5万 | 2,500股 | -500股-20.00% | 减仓 |
 博通AVGO |
| 3.02% | 3.3% | $188.9万 | 5,000股 | $154.8万 | 5,000股 | 00.00% | 持仓不变 |
 康宁GLW |
| 2.64% | 1.87% | $165.0万 | 6,460股 | $87.8万 | 6,460股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 2.42% | 4.06% | $151.7万 | 1.3万股 | $190.2万 | 1.3万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 2.42% | 2.46% | $151.2万 | 2,100股 | $115.3万 | 2,100股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 2.4% | 2.22% | $150.4万 | 1.5万股 | $104.0万 | 1.5万股 | 00.00% | 持仓不变 |
| FFIREFLY AEROSPACEFLY |
| 2.35% | — | $147.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 2.29% | 2.71% | $143.4万 | 8.0万股 | $127.0万 | 8.0万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 2.28% | 8.2% | $142.8万 | 2.0万股 | $384.6万 | 4.0万股 | -2.0万股-50.00% | 减仓 |
| VVOYAGER TECHNOLOGIESVOYG |
| 2.06% | — | $129.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 REDWIRERDW |
| 1.95% | — | $122.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 Arista网络ANET |
| 1.36% | 3.93% | $84.9万 | 5,000股 | $184.2万 | 1.5万股 | -1.0万股-66.67% | 减仓 |
| TTOAST CL ATOST |
| 1.33% | 3.39% | $83.5万 | 3.0万股 | $159.1万 | 6.0万股 | -3.0万股-50.00% | 减仓 |
| PPLANET LABS PBC CLASS APL |
| 1.32% | — | $82.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ASPEN AEROGELS INC COMASPN |
| 1.27% | 0.91% | $79.3万 | 12.5万股 | $42.8万 | 12.5万股 | 00.00% | 持仓不变 |
| DDOMO COM CL BDOMO |
| 1.25% | 1.63% | $78.3万 | 25.0万股 | $76.5万 | 25.0万股 | 00.00% | 持仓不变 |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 1.22% | 1.2% | $76.1万 | 7,000股 | $56.3万 | 7,000股 | 00.00% | 持仓不变 |
| AAXCELIS TECHNOLOGIESACLS |
| 1.21% | 0.79% | $75.8万 | 4,000股 | $37.2万 | 4,000股 | 00.00% | 持仓不变 |
 INTUITIVE MACHS INC CLASS ALUNR |
| 1.03% | — | $64.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 ENPHASE ENERGY COMENPH |
| 1.02% | 0.24% | $64.0万 | 1.3万股 | $11.3万 | 3,000股 | +1.0万股+333.33% | 加仓 |
 威廉姆斯WMB |
| 0.95% | — | $59.5万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
| WWOLFSPEEDWOLF |
| 0.94% | 0.43% | $59.1万 | 1.2万股 | $20.0万 | 1.2万股 | 00.00% | 持仓不变 |
 ON SEMICONDUCTOR COMON |
| 0.91% | 1.06% | $56.7万 | 6,000股 | $49.5万 | 8,000股 | -2,000股-25.00% | 减仓 |
 BLACKSKY TECHNOLOGYBKSY |
| 0.89% | — | $55.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 GE VernovaGEV |
| 0.75% | 0.74% | $47.0万 | 400股 | $34.9万 | 400股 | 00.00% | 持仓不变 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 0.75% | 0.33% | $46.8万 | 8,000股 | $15.3万 | 3,000股 | +5,000股+166.67% | 加仓 |
 BWX科技BWXT |
| 0.62% | 0.87% | $38.9万 | 2,000股 | $40.9万 | 2,000股 | 00.00% | 持仓不变 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.62% | — | $38.9万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.6% | 0.37% | $37.4万 | 5,000股 | $17.3万 | 5,000股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.58% | 3.84% | $36.1万 | 5,000股 | $179.8万 | 2.5万股 | -2.0万股-80.00% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.44% | 0.47% | $27.6万 | 200股 | $21.9万 | 200股 | 00.00% | 持仓不变 |
| CCHEGG INC COMCHGG |
| 0.42% | 0.41% | $26.3万 | 26.0万股 | $19.3万 | 26.0万股 | 00.00% | 持仓不变 |
 FIRST SOLAR COMFSLR |
| 0.38% | 0.42% | $23.6万 | 1,000股 | $19.7万 | 1,000股 | 00.00% | 持仓不变 |
 ORMAT TECHNOLOGIESORA |
| 0.35% | 0.48% | $21.8万 | 2,000股 | $22.4万 | 2,000股 | 00.00% | 持仓不变 |
 ITRONITRI |
| 0.28% | 0.38% | $17.3万 | 2,000股 | $17.9万 | 2,000股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.23% | 0.37% | $14.6万 | 1,000股 | $17.5万 | 1,000股 | 00.00% | 持仓不变 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.22% | 0.29% | $14.0万 | 5,146股 | $13.6万 | 4,962股 | +184股+3.71% | 加仓 |
| SSUNPOWER INC COMSPWR |
| 0.16% | 0.41% | $10.3万 | 15.0万股 | $19.1万 | 15.0万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.12% | 0.12% | $7.3万 | 1,000股 | $5.6万 | 1,000股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.1% | 0.28% | $6.5万 | 290股 | $13.1万 | 580股 | -290股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.1% | — | $6.4万 | 290股 | $0 | 0股 | +290股 | 新买入 |
 COURSERACOUR |
| 0.09% | 0.12% | $5.6万 | 1.0万股 | $5.8万 | 1.0万股 | 00.00% | 持仓不变 |
| NNUSCALE PWR CORP CLASS ASMR |
| 0.08% | 0.12% | $5.0万 | 5,000股 | $5.4万 | 5,000股 | 00.00% | 持仓不变 |
| AACCELLERON INDS AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSACLLY |
| 0.06% | 0.07% | $3.6万 | 350股 | $3.1万 | 350股 | 00.00% | 持仓不变 |
