| SSPDR行业精选信托XLK |
| 12.92% | 9.27% | $9,804.2万 | 51.5万股 | $6,839.0万 | 51.5万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 8.37% | 7.66% | $6,354.3万 | 187.6万股 | $5,649.1万 | 187.6万股 | 00.00% | 持仓不变 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 7.11% | 10.66% | $5,395.0万 | 20.7万股 | $7,861.3万 | 44.8万股 | -24.1万股-53.80% | 减仓 |
| NNOVANVMI |
| 6% | — | $4,553.4万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| F第一信托交易所交易基金FPX |
| 5% | 4.39% | $3,796.7万 | 19.8万股 | $3,238.9万 | 19.8万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 4.76% | 4.51% | $3,611.2万 | 67.4万股 | $3,325.6万 | 67.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 4.03% | — | $3,062.2万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 3.73% | 3.34% | $2,832.6万 | 3.8万股 | $2,466.8万 | 3.8万股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.72% | 4.88% | $2,821.0万 | 17.8万股 | $3,603.7万 | 24.6万股 | -6.8万股-27.66% | 减仓 |
| V先锋领航指数基金VOO |
| 3.48% | 3.12% | $2,641.9万 | 3.8万股 | $2,298.5万 | 3.8万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 3.36% | 3.5% | $2,548.1万 | 56.2万股 | $2,579.0万 | 56.2万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 3.12% | 3.32% | $2,368.6万 | 22.1万股 | $2,451.1万 | 22.1万股 | 00.00% | 持仓不变 |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 2.76% | 2.17% | $2,092.0万 | 23.5万股 | $1,604.1万 | 23.5万股 | 00.00% | 持仓不变 |
 ORMAT TECHNOLOGIESORA |
| 2.61% | 2.76% | $1,978.3万 | 18.2万股 | $2,033.2万 | 18.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.35% | 1.57% | $1,784.8万 | 8.9万股 | $1,159.8万 | 6.7万股 | +2.3万股+34.14% | 加仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 2.09% | 2.94% | $1,588.9万 | 27.2万股 | $2,169.5万 | 42.5万股 | -15.3万股-36.02% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.94% | 1.22% | $1,473.9万 | 7.3万股 | $898.0万 | 7.3万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.67% | 1.23% | $1,264.5万 | 1.1万股 | $903.9万 | 2.7万股 | -1.6万股-59.05% | 减仓 |
| F第一信托交易所交易基金FYC |
| 1.61% | 1.38% | $1,225.9万 | 9.2万股 | $1,019.2万 | 9.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.55% | 1.13% | $1,179.7万 | 2.5万股 | $834.8万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托FXI |
| 1.55% | 4.56% | $1,175.1万 | 37.2万股 | $3,363.8万 | 93.7万股 | -56.5万股-60.30% | 减仓 |
| IINVESCO MSCI SUSTAINABLEFUTURE ETFPBUS |
| 1.52% | — | $1,157.0万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.47% | 1.3% | $1,117.1万 | 5.1万股 | $957.4万 | 5.1万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 1.37% | 1.42% | $1,037.2万 | 9.7万股 | $1,047.7万 | 9.7万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.36% | 2.26% | $1,033.5万 | 6.5万股 | $1,664.4万 | 13.0万股 | -6.5万股-49.88% | 减仓 |
| F第一信托·UST NATURAL GAS ETFFCG |
| 1.11% | — | $840.9万 | 31.6万股 | $0 | 0股 | +31.6万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 0.99% | 0.95% | $753.1万 | 6.4万股 | $699.8万 | 6.4万股 | 00.00% | 持仓不变 |
 CAMTEKCAMT |
| 0.9% | 0.86% | $685.6万 | 4.2万股 | $637.2万 | 4.2万股 | 00.00% | 持仓不变 |
 Nice Ltd ADRNICE |
| 0.79% | 0.99% | $600.5万 | 6.6万股 | $728.8万 | 6.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.75% | 1.24% | $566.6万 | 1.5万股 | $913.1万 | 3.0万股 | -1.5万股-49.15% | 减仓 |
 礼来LLY |
| 0.74% | 0.59% | $563.7万 | 4,700股 | $432.3万 | 4,700股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.69% | 0.6% | $525.9万 | 5,200股 | $439.9万 | 5,200股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.65% | — | $493.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| AATIATI |
| 0.62% | 0.47% | $473.0万 | 2.4万股 | $349.1万 | 2.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.59% | — | $450.6万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 相干公司COHR |
| 0.57% | — | $433.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| CCARPENTER TECHNOLOGYCRS |
| 0.57% | 0.37% | $431.8万 | 7,000股 | $275.9万 | 7,000股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.54% | — | $408.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 ENPHASE ENERGY COMENPH |
| 0.5% | — | $379.1万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 VistraVST |
| 0.4% | 0.97% | $301.4万 | 1.9万股 | $714.1万 | 4.8万股 | -2.9万股-60.00% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.14% | 0.13% | $106.8万 | 1.8万股 | $96.7万 | 1.8万股 | 00.00% | 持仓不变 |
