| SSANDISK COMSNDK |
| 6.73% | 2.19% | $7,414.4万 | 3.3万股 | $1,578.8万 | 2.5万股 | +7,759股+31.22% | 加仓 |
 亚马逊AMZN |
| 4.9% | 10.37% | $5,400.3万 | 22.7万股 | $7,492.7万 | 36.0万股 | -13.3万股-37.02% | 减仓 |
 美光科技MU |
| 4.33% | 2.13% | $4,776.1万 | 4.1万股 | $1,537.2万 | 4.6万股 | -4,123股-9.06% | 减仓 |
 GENEDXWGS |
| 3.56% | 6.13% | $3,926.4万 | 57.2万股 | $4,426.6万 | 68.9万股 | -11.7万股-17.02% | 减仓 |
 应用材料AMAT |
| 3.55% | 3.09% | $3,913.5万 | 5.4万股 | $2,231.9万 | 6.5万股 | -1.1万股-17.11% | 减仓 |
 泛林集团LRCX |
| 3.5% | 2.85% | $3,855.2万 | 8.9万股 | $2,061.8万 | 9.7万股 | -7,534股-7.81% | 减仓 |
 AMD超威AMD |
| 3.33% | 0.98% | $3,672.9万 | 6.3万股 | $707.1万 | 3.5万股 | +2.8万股+81.90% | 加仓 |
 相干公司COHR |
| 3.31% | 3.85% | $3,643.8万 | 9.2万股 | $2,781.1万 | 11.7万股 | -2.4万股-20.88% | 减仓 |
| AAPPLOVINAPP |
| 3.21% | 4.46% | $3,538.3万 | 6.9万股 | $3,221.8万 | 8.1万股 | -1.2万股-15.16% | 减仓 |
 LumentumLITE |
| 2.85% | 3.97% | $3,136.5万 | 3.7万股 | $2,863.7万 | 4.1万股 | -4,197股-10.30% | 减仓 |
 台积电TSM |
| 2.8% | 3.62% | $3,091.2万 | 6.5万股 | $2,616.6万 | 7.7万股 | -1.3万股-16.40% | 减仓 |
 英伟达NVDA |
| 2.66% | 3.15% | $2,933.6万 | 14.7万股 | $2,278.4万 | 13.1万股 | +1.6万股+12.23% | 加仓 |
 VisaV |
| 2.4% | 2.79% | $2,646.9万 | 7.7万股 | $2,015.9万 | 6.7万股 | +1.0万股+15.67% | 加仓 |
 博通AVGO |
| 2.39% | 2.98% | $2,637.2万 | 7.0万股 | $2,154.2万 | 7.0万股 | +214股+0.31% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 2.04% | 0.11% | $2,251.1万 | 12.0万股 | $80.6万 | 8,287股 | +11.2万股+1,350.46% | 加仓 |
 恩智浦NXPI |
| 2.02% | 1.1% | $2,228.6万 | 7.9万股 | $795.6万 | 4.0万股 | +3.9万股+96.23% | 加仓 |
 NateraNTRA |
| 2.02% | 2.11% | $2,225.4万 | 8.2万股 | $1,524.9万 | 7.6万股 | +5,732股+7.52% | 加仓 |
| PPLANET LABS PBC CLASS APL |
| 1.98% | — | $2,187.2万 | 66.0万股 | $0 | 0股 | +66.0万股 | 新买入 |
 VertivVRT |
| 1.93% | 2.76% | $2,126.2万 | 6.4万股 | $1,994.2万 | 8.0万股 | -1.6万股-20.21% | 减仓 |
| TTERADYNETER |
| 1.67% | 1.56% | $1,840.2万 | 3.8万股 | $1,127.6万 | 3.8万股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 1.58% | 1.17% | $1,741.3万 | 5.8万股 | $846.8万 | 6.3万股 | -4,975股-7.96% | 减仓 |
 希捷STX |
| 1.56% | 0.97% | $1,721.9万 | 1.8万股 | $699.1万 | 1.8万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.47% | — | $1,618.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| TTERAWULF COMWULF |
| 1.43% | 1.33% | $1,575.8万 | 63.8万股 | $963.7万 | 66.8万股 | -3.0万股-4.47% | 减仓 |
 CrowdStrikeCRWD |
| 1.42% | 2.51% | $1,565.3万 | 2.1万股 | $1,815.4万 | 4.7万股 | -2.6万股-55.89% | 减仓 |
 第一资本COF |
| 1.37% | — | $1,504.7万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 Meta平台META |
| 1.36% | 2.88% | $1,493.8万 | 2.7万股 | $2,078.0万 | 3.6万股 | -9,800股-26.98% | 减仓 |
 谷歌AGOOGL |
| 1.34% | 2.06% | $1,481.3万 | 4.1万股 | $1,486.0万 | 5.2万股 | -1.0万股-19.79% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.31% | — | $1,439.7万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 迈威尔MRVL |
| 1.3% | — | $1,436.8万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 QUANTA SVCSPWR |
| 1.3% | 1.18% | $1,429.3万 | 2.0万股 | $853.7万 | 1.6万股 | +4,300股+27.65% | 加仓 |
| SSOLARIS ENERGY INFRASSEI |
| 1.26% | 0.37% | $1,389.1万 | 17.3万股 | $268.4万 | 4.8万股 | +12.5万股+263.47% | 加仓 |
 英特尔INTC |
| 1.25% | — | $1,374.0万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 达美航空DAL |
| 1.14% | 1.95% | $1,253.6万 | 13.4万股 | $1,409.8万 | 21.2万股 | -7.8万股-36.88% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.13% | 1.84% | $1,240.6万 | 2.7万股 | $1,328.9万 | 2.7万股 | -384股-1.40% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.12% | — | $1,233.7万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.04% | 1.32% | $1,145.9万 | 12.6万股 | $949.8万 | 14.7万股 | -2.1万股-14.53% | 减仓 |
| CCAREDXCDNA |
| 1.01% | 0.94% | $1,108.1万 | 38.9万股 | $677.5万 | 39.0万股 | -1,443股-0.37% | 减仓 |
 微软MSFT |
| 0.99% | 1.43% | $1,089.2万 | 2.9万股 | $1,030.9万 | 2.8万股 | +1,350股+4.85% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.97% | 0.94% | $1,064.3万 | 7.2万股 | $677.1万 | 8.0万股 | -8,215股-10.26% | 减仓 |
 Arista网络ANET |
| 0.96% | 1.33% | $1,058.4万 | 6.2万股 | $963.8万 | 7.9万股 | -1.6万股-20.63% | 减仓 |
 PORCHPRCH |
| 0.95% | 0.83% | $1,043.4万 | 69.4万股 | $601.9万 | 84.0万股 | -14.6万股-17.36% | 减仓 |
| QQXOQXO |
| 0.94% | 1.57% | $1,034.9万 | 59.9万股 | $1,131.2万 | 58.3万股 | +1.6万股+2.82% | 加仓 |
 XOMETRYXMTR |
| 0.9% | 0.58% | $990.8万 | 10.3万股 | $419.2万 | 10.3万股 | 00.00% | 持仓不变 |
 SIRIUSPOINTSPNT |
| 0.87% | 1.19% | $953.6万 | 39.7万股 | $855.9万 | 39.7万股 | 00.00% | 持仓不变 |
| TTHREDUPTDUP |
| 0.72% | 0.66% | $790.5万 | 115.4万股 | $477.1万 | 145.5万股 | -30.1万股-20.66% | 减仓 |
| EEMBRAER S.AFGM |
| 0.71% | 1% | $779.4万 | 12.2万股 | $724.9万 | 12.2万股 | 00.00% | 持仓不变 |
| FFABRINETFN |
| 0.66% | 0.93% | $725.1万 | 1.3万股 | $672.8万 | 1.3万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.65% | 1.34% | $721.1万 | 10.1万股 | $971.1万 | 10.1万股 | 00.00% | 持仓不变 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.65% | 1.51% | $713.1万 | 14.3万股 | $1,093.1万 | 15.5万股 | -1.2万股-7.74% | 减仓 |
