| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 6.67% | 5.75% | $4,918.0万 | 14.8万股 | $4,129.3万 | 36.8万股 | -22.0万股-59.83% | 减仓 |
 天弘CLS |
| 4.08% | 8.21% | $3,009.9万 | 8.3万股 | $5,893.4万 | 21.0万股 | -12.7万股-60.60% | 减仓 |
| VVICORVICR |
| 3.97% | 4.93% | $2,925.7万 | 7.7万股 | $3,539.4万 | 22.0万股 | -14.3万股-64.95% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 3.5% | 4.06% | $2,577.8万 | 9.9万股 | $2,912.8万 | 16.6万股 | -6.7万股-40.36% | 减仓 |
| KKULICKE & SOFFA INDSKLIC |
| 3.2% | 2.24% | $2,361.3万 | 17.7万股 | $1,604.2万 | 24.4万股 | -6.8万股-27.65% | 减仓 |
| FFABRINETFN |
| 3.17% | 7.27% | $2,338.4万 | 4.2万股 | $5,218.7万 | 10.0万股 | -5.9万股-58.44% | 减仓 |
| DDIGITALOCEANDOCN |
| 3.14% | 2.59% | $2,316.2万 | 14.8万股 | $1,860.3万 | 21.7万股 | -7.0万股-32.03% | 减仓 |
 美光科技MU |
| 2.82% | 1.01% | $2,082.9万 | 1.8万股 | $725.7万 | 2.2万股 | -3,400股-15.81% | 减仓 |
| CCEVACEVA |
| 2.36% | 1.35% | $1,741.9万 | 36.9万股 | $970.8万 | 52.0万股 | -15.1万股-28.97% | 减仓 |
| PPEGASYSTEMSPEGA |
| 2.25% | 4.07% | $1,660.6万 | 55.4万股 | $2,922.2万 | 68.7万股 | -13.2万股-19.25% | 减仓 |
 RED VIOLET INC COMRDVT |
| 2.2% | 0.92% | $1,620.6万 | 25.4万股 | $657.2万 | 19.0万股 | +6.4万股+33.67% | 加仓 |
 Varonis Systems,VRNS |
| 2.17% | 1.39% | $1,596.8万 | 38.1万股 | $995.6万 | 46.4万股 | -8.3万股-17.84% | 减仓 |
 谷歌AGOOGL |
| 2.14% | 1.77% | $1,574.6万 | 4.4万股 | $1,268.0万 | 4.4万股 | 00.00% | 持仓不变 |
 ARLO TECHNOLOGIESARLO |
| 2.07% | 2.73% | $1,529.1万 | 113.4万股 | $1,959.5万 | 137.7万股 | -24.3万股-17.62% | 减仓 |
| AARTERISAIP |
| 1.95% | 0.92% | $1,440.4万 | 29.7万股 | $657.2万 | 40.0万股 | -10.3万股-25.80% | 减仓 |
 RADWARERDWR |
| 1.91% | 2.38% | $1,408.4万 | 45.7万股 | $1,710.8万 | 65.0万股 | -19.3万股-29.72% | 减仓 |
 JFROGFROG |
| 1.89% | 1.31% | $1,395.5万 | 15.4万股 | $939.6万 | 20.0万股 | -4.6万股-23.23% | 减仓 |
| VVISHAY PRECISION GROUP INC COMVPG |
| 1.7% | 1.03% | $1,253.5万 | 8.4万股 | $738.0万 | 17.0万股 | -8.6万股-50.74% | 减仓 |
 超微电脑SMCI |
| 1.68% | 2.22% | $1,236.6万 | 42.2万股 | $1,592.8万 | 70.0万股 | -27.8万股-39.73% | 减仓 |
 亚马逊AMZN |
| 1.6% | 1.43% | $1,176.6万 | 4.9万股 | $1,028.8万 | 4.9万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.48% | 0.59% | $1,091.9万 | 1.9万股 | $421.1万 | 2.1万股 | -1,900股-9.17% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 1.32% | 0.75% | $970.4万 | 18.0万股 | $540.3万 | 30.0万股 | -12.0万股-39.84% | 减仓 |
 微软MSFT |
| 1.3% | 1.33% | $961.7万 | 2.6万股 | $954.9万 | 2.6万股 | 00.00% | 持仓不变 |
 LEONARDO DRSDRS |
| 1.27% | 1.77% | $937.0万 | 22.0万股 | $1,269.1万 | 28.5万股 | -6.6万股-22.98% | 减仓 |
| PPDF SOLUTIONSPDFS |
| 1.15% | 0.91% | $846.3万 | 12.0万股 | $654.4万 | 20.0万股 | -8.0万股-40.17% | 减仓 |
| NNLIGHTLASR |
| 1.15% | 1.47% | $845.4万 | 12.2万股 | $1,054.7万 | 18.5万股 | -6.4万股-34.32% | 减仓 |
| PPOWER INTEGRATIONSPOWI |
| 1.14% | 1.25% | $840.5万 | 10.0万股 | $896.0万 | 17.5万股 | -7.5万股-42.64% | 减仓 |
| BBANDWIDTH INC COM CL ABAND |
| 1.06% | 0.43% | $784.3万 | 12.4万股 | $311.9万 | 17.5万股 | -5.1万股-29.14% | 减仓 |
| FFIVE9FIVN |
| 1.02% | 0.77% | $755.4万 | 35.5万股 | $549.5万 | 36.2万股 | -7,500股-2.07% | 减仓 |
 DESCARTES SYSDSGX |
| 1.01% | 1.44% | $747.7万 | 10.8万股 | $1,036.9万 | 14.5万股 | -3.7万股-25.52% | 减仓 |
| EELECTROVAYA INC COM NEWELVA |
| 1% | 1.25% | $736.2万 | 70.5万股 | $900.5万 | 115.0万股 | -44.6万股-38.74% | 减仓 |
| TTERADYNETER |
| 0.98% | 0.62% | $724.8万 | 1.5万股 | $444.5万 | 1.5万股 | 00.00% | 持仓不变 |
 ALKAMI TECHNOLOGYALKT |
| 0.98% | 1.09% | $724.4万 | 40.0万股 | $783.5万 | 50.0万股 | -10.0万股-20.00% | 减仓 |
| OOUSTEROUST |
| 0.97% | 0.38% | $715.2万 | 11.5万股 | $275.7万 | 15.0万股 | -3.6万股-23.67% | 减仓 |
 DIGITAL TURBINE COM NEWAPPS |
| 0.96% | 0.23% | $709.4万 | 55.0万股 | $168.1万 | 58.8万股 | -3.8万股-6.38% | 减仓 |
 苹果AAPL |
| 0.96% | 0.79% | $708.3万 | 2.5万股 | $565.6万 | 2.2万股 | +2,200股+9.87% | 加仓 |
| QQualysQLYS |
| 0.88% | 0.67% | $652.4万 | 4.8万股 | $482.8万 | 5.5万股 | -7,500股-13.64% | 减仓 |
| AAVEPOINTAVPT |
| 0.87% | 1.03% | $644.9万 | 57.5万股 | $736.3万 | 77.5万股 | -20.0万股-25.77% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.83% | 1.04% | $612.1万 | 12.8万股 | $748.4万 | 22.5万股 | -9.7万股-43.04% | 减仓 |
| FFORMFACTORFORM |
| 0.82% | 1.02% | $602.2万 | 3.8万股 | $730.1万 | 7.5万股 | -3.8万股-50.00% | 减仓 |
| BBEL FUSEBELFB |
| 0.81% | 0.83% | $597.0万 | 1.8万股 | $594.0万 | 3.0万股 | -1.2万股-40.17% | 减仓 |
| EEVERSPIN TECHNOLOGIES INC COMMRAM |
| 0.79% | 0.73% | $583.8万 | 24.2万股 | $524.4万 | 60.0万股 | -35.8万股-59.71% | 减仓 |
| MM-TRON INDS INC COMMPTI |
| 0.79% | 0.51% | $579.0万 | 5.9万股 | $368.6万 | 5.5万股 | +3,500股+6.36% | 加仓 |
| FFIRST ADVANTAGE NEWFA |
| 0.76% | 0.57% | $563.8万 | 31.3万股 | $411.6万 | 35.0万股 | -3.8万股-10.71% | 减仓 |
 EPLUSPLUS |
| 0.76% | 0.79% | $561.1万 | 6.8万股 | $564.4万 | 7.5万股 | -7,500股-10.00% | 减仓 |
| KKOPINKOPN |
| 0.76% | 0.6% | $557.6万 | 124.8万股 | $429.4万 | 190.0万股 | -65.3万股-34.34% | 减仓 |
 DIGI INTLDGII |
| 0.76% | 0.67% | $557.0万 | 7.5万股 | $481.9万 | 10.0万股 | -2.6万股-25.50% | 减仓 |
| VVEECO INSTRS DELVECO |
| 0.71% | 0.94% | $526.8万 | 7.0万股 | $677.2万 | 20.0万股 | -13.1万股-65.25% | 减仓 |
| QQUICKLOGICQUIK |
| 0.71% | 0.8% | $520.9万 | 26.2万股 | $574.0万 | 61.3万股 | -35.1万股-57.31% | 减仓 |
| CCLIMB GLOBAL SOLUTIONSCLMB |
| 0.7% | 0.82% | $512.7万 | 22.2万股 | $588.0万 | 29.7万股 | -7.5万股-25.27% | 减仓 |
