| VVICORVICR |
| 17.94% | 6.25% | $1.01亿 | 26.5万股 | $4,129.7万 | 25.7万股 | +8,500股+3.31% | 加仓 |
| SSPDR标普500 ETFSPY |
| 10.65% | 23.63% | $5,974.2万 | 8.0万股 | $1.56亿 | 24.0万股 | -16.0万股-66.67% | 减仓 |
 VanEck ETF信托SMH |
| 10.52% | 2.18% | $5,903.0万 | 9.0万股 | $1,437.8万 | 3.8万股 | +5.3万股+140.00% | 加仓 |
 ENPHASE ENERGY COMENPH |
| 5.84% | 0.98% | $3,274.5万 | 66.5万股 | $644.3万 | 17.0万股 | +49.5万股+290.27% | 加仓 |
 IRENIREN |
| 5.79% | 5.32% | $3,246.8万 | 71.0万股 | $3,513.6万 | 102.5万股 | -31.5万股-30.73% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 4.93% | 0.75% | $2,764.7万 | 2.0万股 | $492.0万 | 4,500股 | +1.6万股+344.44% | 加仓 |
| PPOWER INTEGRATIONSPOWI |
| 4.11% | — | $2,303.4万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 3.94% | 13.98% | $2,209.2万 | 3.0万股 | $9,234.9万 | 16.0万股 | -13.0万股-81.25% | 减仓 |
| AAPPLIED DIGITALAPLD |
| 3.59% | — | $2,014.2万 | 54.0万股 | $0 | 0股 | +54.0万股 | 新买入 |
| SSUNRUNRUN |
| 2.86% | — | $1,605.6万 | 120.0万股 | $0 | 0股 | +120.0万股 | 新买入 |
| SSHOALS TECHNOLOGIES INSHLS |
| 2.56% | 0.2% | $1,435.5万 | 145.0万股 | $131.6万 | 20.0万股 | +125.0万股+625.00% | 加仓 |
| CCIPHER DIGITALCIFR |
| 2.4% | 0.49% | $1,347.5万 | 55.0万股 | $321.8万 | 25.0万股 | +30.0万股+120.00% | 加仓 |
 Bloom EnergyBE |
| 2.16% | 0.45% | $1,210.8万 | 4.0万股 | $293.9万 | 2.2万股 | +1.8万股+84.40% | 加仓 |
 伊顿ETN |
| 1.9% | — | $1,065.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| AAXT·INCAXTI |
| 1.51% | 0.73% | $846.9万 | 11.8万股 | $484.3万 | 8.5万股 | +3.3万股+38.24% | 加仓 |
 恩智浦NXPI |
| 1.5% | — | $843.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| NNextPowerNXT |
| 1.49% | 0.91% | $834.0万 | 7.0万股 | $602.3万 | 5.0万股 | +2.0万股+40.11% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.46% | — | $816.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| GGlobal X·URANIUM ETFURA |
| 1.17% | 1.47% | $655.5万 | 15.0万股 | $968.6万 | 20.0万股 | -5.0万股-25.00% | 减仓 |
 德文能源DVN |
| 1.1% | — | $619.8万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 1.04% | — | $584.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 雅保ALB |
| 0.96% | — | $540.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IiShares安硕信托ICLN |
| 0.91% | — | $512.3万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| MMASTECMTZ |
| 0.89% | 4.38% | $499.3万 | 1.2万股 | $2,895.7万 | 9.0万股 | -7.8万股-86.67% | 减仓 |
| PPRIMORIS SVCSPRIM |
| 0.88% | — | $495.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| TTERAWULF COMWULF |
| 0.88% | 0.66% | $494.0万 | 20.0万股 | $432.9万 | 30.0万股 | -10.0万股-33.33% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.84% | 0.91% | $471.9万 | 2.0万股 | $601.6万 | 3.1万股 | -1.1万股-34.43% | 减仓 |
 威廉姆斯WMB |
| 0.79% | 0.83% | $446.0万 | 6.0万股 | $545.9万 | 7.5万股 | -1.5万股-20.00% | 减仓 |
 HALLIBURTON COMHAL |
| 0.73% | — | $407.4万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.69% | 1.28% | $387.8万 | 27.5万股 | $844.7万 | 57.5万股 | -30.0万股-52.17% | 减仓 |
| RROGERSROG |
| 0.64% | 0.71% | $360.2万 | 2.2万股 | $468.1万 | 4.4万股 | -2.2万股-49.56% | 减仓 |
| CCEVACEVA |
| 0.59% | — | $330.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 0.57% | 0.51% | $321.8万 | 4.0万股 | $339.1万 | 6.0万股 | -2.0万股-33.33% | 减仓 |
| AAMBARELLAAMBA |
| 0.54% | — | $300.3万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| FFLEXFLEX |
| 0.29% | — | $162.1万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 MATERIONMTRN |
| 0.21% | 0.55% | $119.0万 | 4,000股 | $361.6万 | 2.5万股 | -2.1万股-84.00% | 减仓 |
| EEOS ENERGY ENTERPRISESEOSEW |
| 0.21% | 0.55% | $117.6万 | 20.0万股 | $360.1万 | 72.6万股 | -52.6万股-72.45% | 减仓 |
| KKULR TECHNOLOGY GROUP INC COMKULR |
| 0.2% | 0.11% | $114.3万 | 30.0万股 | $71.1万 | 30.0万股 | 00.00% | 持仓不变 |
| NNEOVOLTANEOV |
| 0.18% | — | $100.8万 | 32.0万股 | $0 | 0股 | +32.0万股 | 新买入 |
| AALPHA & OMEGA SEMICONDUCTORAOSL |
| 0.13% | 0.1% | $71.0万 | 1.5万股 | $66.5万 | 3.0万股 | -1.5万股-50.00% | 减仓 |
| TTECOGEN NEWTGEN |
| 0.12% | 0.14% | $65.3万 | 12.5万股 | $89.6万 | 35.0万股 | -22.5万股-64.29% | 减仓 |
| TTERRESTRIAL ENERGYIMSR |
| 0.11% | 0.07% | $59.2万 | 17.5万股 | $45.3万 | 17.5万股 | 00.00% | 持仓不变 |
| EEAGLE NUCLEAR ENERGYNUCLW |
| 0.1% | 0.16% | $56.6万 | 39.0万股 | $104.3万 | 75.0万股 | -36.0万股-47.95% | 减仓 |
| EESS TECHGWH |
| 0.09% | 0.16% | $52.3万 | 55.0万股 | $106.5万 | 91.0万股 | -36.0万股-39.56% | 减仓 |
| NNET POWERNPWR/WS |
| 0.01% | <0.01% | $3.1万 | 10.6万股 | $2.9万 | 10.6万股 | 00.00% | 持仓不变 |
