 美光科技MU |
| 20.62% | 21.23% | $3,847.3万 | 11.4万股 | $4,341.9万 | 15.2万股 | -3.8万股-25.14% | 减仓 |
 特斯拉TSLA |
| 11.65% | 12.86% | $2,174.3万 | 5.8万股 | $2,630.3万 | 5.8万股 | 00.00% | 持仓不变 |
 ZILLOW CL AZ |
| 8.35% | 8.29% | $1,558.5万 | 37.7万股 | $1,695.1万 | 24.8万股 | +12.8万股+51.56% | 加仓 |
 LGI HOMESLGIH |
| 7.74% | 5.95% | $1,444.5万 | 36.5万股 | $1,216.2万 | 28.3万股 | +8.2万股+29.08% | 加仓 |
 RAYONIERRYN |
| 7.42% | 1.69% | $1,384.8万 | 67.2万股 | $346.4万 | 16.0万股 | +51.2万股+319.78% | 加仓 |
| CCOGENT COMMCCOI |
| 6.97% | 5.73% | $1,300.7万 | 69.0万股 | $1,172.0万 | 54.4万股 | +14.7万股+27.00% | 加仓 |
 VAIL RESORTSMTN |
| 3.72% | 2.9% | $694.9万 | 5.4万股 | $592.9万 | 4.5万股 | +9,503股+21.28% | 加仓 |
 FORESTARFOR |
| 3.43% | 3.77% | $639.2万 | 26.2万股 | $771.3万 | 31.3万股 | -5.2万股-16.48% | 减仓 |
 CENTURY COMMUNITIESCCS |
| 3.29% | 3.17% | $614.3万 | 10.7万股 | $649.2万 | 10.9万股 | -2,322股-2.12% | 减仓 |
| BBEAZER HOMES USABZH |
| 3.2% | 2.62% | $597.9万 | 31.1万股 | $535.2万 | 26.4万股 | +4.7万股+17.70% | 加仓 |
 WEYERHAEUSERWY |
| 2.06% | 1.33% | $385.0万 | 15.8万股 | $271.4万 | 11.5万股 | +4.3万股+37.53% | 加仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 2.05% | — | $382.0万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 AXON ENTERPRISEAXON |
| 1.98% | — | $369.8万 | 8,708股 | $0 | 0股 | +8,708股 | 新买入 |
 台积电TSM |
| 1.19% | 0.97% | $221.4万 | 6,550股 | $199.0万 | 6,550股 | 00.00% | 持仓不变 |
| VVEECO INSTRS DELVECO |
| 0.9% | — | $168.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 CoStarCSGP |
| 0.89% | 0.18% | $165.3万 | 4.1万股 | $37.0万 | 5,500股 | +3.5万股+644.82% | 加仓 |
| WWOLFSPEEDWOLF |
| 0.88% | — | $164.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| AATKOREATKR |
| 0.76% | 0.83% | $140.9万 | 2.4万股 | $169.3万 | 2.7万股 | -2,850股-10.65% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.75% | — | $139.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| AACM RESHACMR |
| 0.73% | 0.56% | $135.4万 | 3.4万股 | $113.6万 | 2.9万股 | +5,600股+19.45% | 加仓 |
 Invitation HomesINVH |
| 0.6% | 0.4% | $112.3万 | 4.5万股 | $81.1万 | 2.9万股 | +1.6万股+54.79% | 加仓 |
| S六旗FUN |
| 0.59% | 1.28% | $109.9万 | 6.2万股 | $261.9万 | 17.1万股 | -10.9万股-63.73% | 减仓 |
| KKANZHUN LIMITEDBZ |
| 0.58% | <0.01% | $107.7万 | 8.0万股 | $9,171 | 450股 | +8.0万股+17,779.78% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.55% | 1% | $103.2万 | 8,171股 | $204.5万 | 1.5万股 | -6,900股-45.78% | 减仓 |
 EquifaxEFX |
| 0.5% | 1.37% | $92.5万 | 5,139股 | $279.7万 | 1.3万股 | -7,750股-60.13% | 减仓 |
| R力拓BBP |
| 0.49% | 0.53% | $91.9万 | 9,850股 | $108.4万 | 1.4万股 | -3,700股-27.31% | 减仓 |
 ChipotleCMG |
| 0.48% | 0.66% | $89.0万 | 2.8万股 | $134.7万 | 3.6万股 | -8,600股-23.63% | 减仓 |
 自由港麦克莫兰FCX |
| 0.43% | 0.43% | $80.5万 | 1.4万股 | $88.4万 | 1.7万股 | -3,700股-21.26% | 减仓 |
 LIMONEIRA CO COMLMNR |
| 0.41% | 0.33% | $75.7万 | 5.6万股 | $67.9万 | 5.4万股 | +2,622股+4.88% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.39% | 0.42% | $73.0万 | 3,700股 | $86.2万 | 3,300股 | +400股+12.12% | 加仓 |
 GLADSTONE LD CORP COMLAND |
| 0.39% | 0.33% | $72.1万 | 7.1万股 | $66.5万 | 7.3万股 | -2,000股-2.75% | 减仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.38% | 0.71% | $70.8万 | 2,203股 | $144.8万 | 5,600股 | -3,397股-60.66% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.38% | 1.04% | $70.4万 | 1.9万股 | $213.0万 | 6.6万股 | -4.8万股-72.00% | 减仓 |
 AMD超威AMD |
| 0.31% | 0.08% | $58.0万 | 2,850股 | $16.1万 | 750股 | +2,100股+280.00% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.26% | $56.4万 | 2,707股 | $53.3万 | 2,307股 | +400股+17.34% | 加仓 |
| GGitLabGTLB |
| 0.29% | — | $54.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| TTEJON RANCH CO COMTRC |
| 0.25% | — | $46.1万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 0.23% | 0.47% | $43.4万 | 9,345股 | $95.9万 | 2.0万股 | -1.0万股-52.32% | 减仓 |
| XXPLR INFRASTRUCTURE L LPXIFR |
| 0.23% | 0.3% | $42.5万 | 4.0万股 | $62.0万 | 6.2万股 | -2.2万股-35.49% | 减仓 |
| MMERITAGE HOMESMTH |
| 0.23% | — | $42.1万 | 6,800股 | $0 | 0股 | +6,800股 | 新买入 |
 环联TRU |
| 0.22% | 1.76% | $41.2万 | 5,948股 | $360.2万 | 4.2万股 | -3.6万股-85.84% | 减仓 |
| KKEBEKE |
| 0.22% | 8.66% | $41.0万 | 2.7万股 | $1,771.6万 | 112.4万股 | -109.7万股-97.57% | 减仓 |
| CCLEVELAND-CLIFFS NEWCLF |
| 0.21% | 0.14% | $39.1万 | 4.6万股 | $29.5万 | 2.2万股 | +2.4万股+108.04% | 加仓 |
| UUWMUWMC |
| 0.19% | 0.2% | $34.8万 | 9.6万股 | $41.7万 | 9.5万股 | +1,000股+1.05% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.17% | — | $31.0万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.16% | 0.11% | $29.6万 | 2,900股 | $21.5万 | 1,900股 | +1,000股+52.63% | 加仓 |
 GRAPHIC PACKAGINGGPK |
| 0.15% | 0.01% | $27.8万 | 2.8万股 | $1.5万 | 1,000股 | +2.7万股+2,700.00% | 加仓 |
| SSPDR黄金信托GLD |
| 0.15% | 0.01% | $27.3万 | 634股 | $1.8万 | 46股 | +588股+1,278.26% | 加仓 |
 JD COM INCJD |
| 0.15% | 0.08% | $27.2万 | 9,200股 | $16.4万 | 5,700股 | +3,500股+61.40% | 加仓 |
| HHOVNANIAN ENTERPRISES INC CL A NEWHOV |
| 0.15% | 0.12% | $27.1万 | 2,441股 | $25.4万 | 2,600股 | -159股-6.12% | 减仓 |
