 美光科技MU |
| 38.7% | 18.88% | $6,758.4万 | 5.9万股 | $2,079.4万 | 6.2万股 | -3,001股-4.88% | 减仓 |
 台积电TSM |
| 14.49% | 16.38% | $2,531.1万 | 5.3万股 | $1,804.7万 | 5.3万股 | -400股-0.75% | 减仓 |
 华纳兄弟探索WBD |
| 7.71% | 12.58% | $1,345.5万 | 50.5万股 | $1,385.9万 | 50.5万股 | -13股-0.00% | 减仓 |
 谷歌AGOOGL |
| 5.93% | 7.57% | $1,036.4万 | 2.9万股 | $833.9万 | 2.9万股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 5.15% | 3.69% | $899.0万 | 3.0万股 | $406.5万 | 3.0万股 | -300股-1.00% | 减仓 |
 FIRST SOLAR COMFSLR |
| 3.47% | 4.6% | $606.4万 | 2.6万股 | $507.0万 | 2.6万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 3.39% | 6.46% | $592.8万 | 14.0万股 | $711.8万 | 14.2万股 | -1,800股-1.27% | 减仓 |
 亚马逊AMZN |
| 2.87% | 3.97% | $500.5万 | 2.1万股 | $437.4万 | 2.1万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 2.06% | 2.3% | $360.3万 | 2.0万股 | $253.7万 | 2.0万股 | -200股-1.02% | 减仓 |
 NUTRIENNTR |
| 1.61% | 3.08% | $280.3万 | 4.5万股 | $339.6万 | 4.5万股 | -475股-1.06% | 减仓 |
 Meta平台META |
| 1.39% | 2.23% | $242.2万 | 4,300股 | $246.0万 | 4,300股 | 00.00% | 持仓不变 |
| TTRONOXTROX |
| 1.34% | 3.48% | $234.5万 | 37.2万股 | $383.2万 | 39.2万股 | -2.0万股-5.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.72% | $220.8万 | 6,250股 | $189.3万 | 6,600股 | -350股-5.30% | 减仓 |
| LLUMEN TECHNOLOGIESLUMN |
| 1.21% | 1.72% | $211.2万 | 27.5万股 | $189.7万 | 27.3万股 | +1,980股+0.73% | 加仓 |
 AES COMAES |
| 0.84% | 1.62% | $146.6万 | 10.0万股 | $178.9万 | 12.7万股 | -2.7万股-21.26% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.7% | 1.01% | $122.9万 | 4.3万股 | $111.3万 | 4.3万股 | 00.00% | 持仓不变 |
 希捷STX |
| 0.69% | 0.44% | $120.6万 | 1,250股 | $49.0万 | 1,250股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.69% | 0.79% | $120.1万 | 6,000股 | $87.2万 | 5,000股 | +1,000股+20.00% | 加仓 |
 西部数据WDC |
| 0.68% | — | $118.2万 | 1,850股 | $0 | 0股 | +1,850股 | 新买入 |
| FFLUENCE ENERGYFLNC |
| 0.56% | 0.62% | $97.4万 | 4.9万股 | $68.8万 | 5.0万股 | -1,000股-2.00% | 减仓 |
 ZoomZM |
| 0.53% | 0.77% | $92.4万 | 1.1万股 | $84.4万 | 1.1万股 | +200股+1.90% | 加仓 |
| AALASKA AIRALK |
| 0.45% | 0.5% | $78.3万 | 1.5万股 | $55.2万 | 1.5万股 | 00.00% | 持仓不变 |
| F富兰克林邓普顿ETF信托FLKR |
| 0.39% | 0.38% | $68.1万 | 1.0万股 | $41.9万 | 1.1万股 | -200股-1.90% | 减仓 |
 GE VernovaGEV |
| 0.37% | — | $64.6万 | 550股 | $0 | 0股 | +550股 | 新买入 |
 SOUTHWEST AIRLS COMLUV |
| 0.3% | 0.35% | $52.2万 | 1.0万股 | $38.1万 | 1.0万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 0.3% | — | $52.1万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| XXPLR INFRASTRUCTURE L LPXIFR |
| 0.27% | 0.39% | $47.2万 | 4.0万股 | $42.5万 | 4.0万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.27% | — | $47.2万 | 550股 | $0 | 0股 | +550股 | 新买入 |
 CienaCIEN |
| 0.27% | — | $46.6万 | 950股 | $0 | 0股 | +950股 | 新买入 |
 瑞银UBS |
| 0.26% | 0.35% | $44.6万 | 9,000股 | $39.1万 | 1.0万股 | -1,000股-10.00% | 减仓 |
 EXPAND ENERGYEXE |
| 0.24% | 0.2% | $41.2万 | 4,520股 | $22.0万 | 2,000股 | +2,520股+126.00% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.2% | 0.22% | $34.7万 | 175股 | $24.1万 | 175股 | 00.00% | 持仓不变 |
 雅保ALB |
| 0.19% | — | $33.8万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
 NETFLIXNFLX |
| 0.17% | 0.36% | $29.3万 | 4,100股 | $39.4万 | 4,100股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.15% | 0.24% | $26.4万 | 1,800股 | $26.0万 | 1,800股 | 00.00% | 持仓不变 |
| DDXC TECHNOLOGYDXC |
| 0.14% | — | $24.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 马拉松石油MPC |
| 0.14% | — | $24.3万 | 950股 | $0 | 0股 | +950股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 0.14% | — | $24.1万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 CHARTER COMMUNICATIONSCHTR |
| 0.13% | 0.31% | $22.8万 | 1,600股 | $34.5万 | 1,600股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.12% | — | $21.7万 | 1,200股 | $0 | 0股 | +1,200股 | 新买入 |
| CCHEMOURSCC |
| 0.12% | 0.2% | $20.5万 | 1.0万股 | $22.0万 | 1.0万股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 0.12% | 0.2% | $20.4万 | 2,000股 | $21.7万 | 2,000股 | 00.00% | 持仓不变 |
