| AACM RESHACMR |
| 4.96% | 2.18% | $2,319.2万 | 18.3万股 | $879.0万 | 22.3万股 | -4.1万股-18.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.61% | 5.34% | $2,154.5万 | 6.1万股 | $2,151.5万 | 7.5万股 | -1.4万股-18.70% | 减仓 |
 博通AVGO |
| 4.39% | 3.46% | $2,054.5万 | 5.4万股 | $1,392.8万 | 4.5万股 | +9,388股+20.86% | 加仓 |
 美光科技MU |
| 4.15% | 2.77% | $1,939.9万 | 1.7万股 | $1,114.9万 | 3.3万股 | -1.6万股-49.07% | 减仓 |
 AERCAP SHSAER |
| 3.82% | 2.57% | $1,785.6万 | 12.2万股 | $1,033.7万 | 7.5万股 | +4.7万股+62.54% | 加仓 |
 CompassCOMP |
| 3.65% | 2.71% | $1,706.9万 | 138.4万股 | $1,091.3万 | 149.3万股 | -10.8万股-7.27% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.65% | 2.47% | $1,706.0万 | 4.0万股 | $995.5万 | 6.1万股 | -2.1万股-34.81% | 减仓 |
| TTENET HEALTHCARETHC |
| 3.16% | 2.32% | $1,479.3万 | 7.9万股 | $935.7万 | 5.0万股 | +2.9万股+59.47% | 加仓 |
 CENTURY ALUMCENX |
| 2.92% | 4.03% | $1,365.0万 | 29.7万股 | $1,621.3万 | 27.6万股 | +2.0万股+7.39% | 加仓 |
 M/I HOMESMHO |
| 2.6% | 2.33% | $1,214.3万 | 7.6万股 | $936.5万 | 7.6万股 | -955股-1.25% | 减仓 |
 GLOBAL PMTS COMGPN |
| 2.29% | 2.34% | $1,069.3万 | 14.7万股 | $942.2万 | 14.0万股 | +7,367股+5.26% | 加仓 |
| CCALIFORNIA RESCRC |
| 2.24% | 4.25% | $1,045.5万 | 19.8万股 | $1,710.9万 | 24.7万股 | -4.9万股-19.99% | 减仓 |
| VVERSIGENT PLCVGNT |
| 2.22% | — | $1,038.5万 | 24.7万股 | $0 | 0股 | +24.7万股 | 新买入 |
| CCORE SCIENTIFIC NEWCORZ |
| 2.19% | 1.5% | $1,023.9万 | 40.0万股 | $605.5万 | 40.5万股 | -4,593股-1.13% | 减仓 |
 CorpayCPAY |
| 2.12% | 2.53% | $992.4万 | 3.0万股 | $1,018.5万 | 3.5万股 | -5,222股-14.92% | 减仓 |
| GGMR SOLUTIONS INCGMRS |
| 1.96% | — | $918.4万 | 59.4万股 | $0 | 0股 | +59.4万股 | 新买入 |
 IESIESC |
| 1.96% | 2.12% | $916.9万 | 1.2万股 | $855.4万 | 1.8万股 | -5,472股-30.48% | 减仓 |
| PPRIORITY TECHNOLOGY HLDGS INC COMPRTH |
| 1.91% | 1.5% | $890.9万 | 133.6万股 | $602.9万 | 127.7万股 | +5.8万股+4.56% | 加仓 |
 ZoomZM |
| 1.85% | 2.96% | $863.6万 | 10.0万股 | $1,190.7万 | 14.8万股 | -4.8万股-32.44% | 减仓 |
 HalozymeHALO |
| 1.81% | 1.76% | $848.2万 | 10.8万股 | $709.2万 | 11.0万股 | -1,371股-1.25% | 减仓 |
 Meta平台META |
| 1.79% | 2.86% | $835.2万 | 1.5万股 | $1,149.8万 | 2.0万股 | -5,268股-26.21% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 1.77% | 2.52% | $828.2万 | 60.0万股 | $1,015.2万 | 90.0万股 | -30.0万股-33.31% | 减仓 |
 达美航空DAL |
| 1.76% | 1.47% | $823.9万 | 8.8万股 | $592.2万 | 8.9万股 | -1,112股-1.25% | 减仓 |
| TTALEN ENERGYTLN |
| 1.66% | 1.62% | $774.5万 | 2.0万股 | $651.5万 | 2.0万股 | -254股-1.24% | 减仓 |
 第一资本COF |
| 1.65% | 1.77% | $773.3万 | 3.9万股 | $713.5万 | 3.9万股 | -563股-1.44% | 减仓 |
 GULFPORT ENERGYGPOR |
| 1.62% | 2.38% | $758.5万 | 4.5万股 | $957.5万 | 4.5万股 | -565股-1.25% | 减仓 |
 MEDIFAST INC COMMED |
| 1.6% | 1.79% | $749.8万 | 70.7万股 | $721.0万 | 70.8万股 | -891股-0.13% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.58% | 1.76% | $741.1万 | 6.3万股 | $708.1万 | 6.4万股 | -914股-1.44% | 减仓 |
 EAST WEST BANCORPEWBC |
| 1.57% | 1.28% | $733.7万 | 4.8万股 | $516.7万 | 4.9万股 | -610股-1.25% | 减仓 |
| CCRHCRH |
| 1.57% | 1.81% | $733.0万 | 6.9万股 | $729.3万 | 6.9万股 | -868股-1.25% | 减仓 |
| HHUT 8HUT |
| 1.56% | — | $729.8万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| AAPPLIED DIGITALAPLD |
| 1.54% | — | $720.3万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
| VVictory·CAP HLDGS INC DELVCTR |
| 1.51% | 1.38% | $705.4万 | 8.4万股 | $556.6万 | 8.5万股 | -1,085股-1.28% | 减仓 |
 台积电TSM |
| 1.5% | 1.26% | $699.2万 | 1.5万股 | $506.9万 | 1.5万股 | -360股-2.40% | 减仓 |
| RRESIDEO TECHNOLOGIES COMREZI |
| 1.45% | 2.08% | $678.6万 | 21.8万股 | $838.4万 | 24.9万股 | -3.1万股-12.27% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.32% | 1.94% | $615.7万 | 3.7万股 | $780.7万 | 3.7万股 | -463股-1.25% | 减仓 |
| CCIPHER DIGITALCIFR |
| 1.28% | — | $600.1万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
 英伟达NVDA |
| 1.26% | 1.29% | $587.2万 | 2.9万股 | $518.3万 | 3.0万股 | -372股-1.25% | 减仓 |
 亚马逊AMZN |
| 1.23% | 1.27% | $575.5万 | 2.4万股 | $509.3万 | 2.4万股 | -306股-1.25% | 减仓 |
 微软MSFT |
| 1.17% | 1.37% | $549.1万 | 1.5万股 | $551.8万 | 1.5万股 | -187股-1.25% | 减仓 |
| BBELLRING BRANDSBRBR |
| 1.09% | — | $511.8万 | 39.6万股 | $0 | 0股 | +39.6万股 | 新买入 |
| UUSA TODAYTDAY |
| 0.89% | 0.61% | $416.6万 | 48.7万股 | $244.4万 | 34.7万股 | +14.1万股+40.53% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.86% | 1.45% | $401.4万 | 4.0万股 | $585.4万 | 5.0万股 | -1.0万股-20.90% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.85% | — | $397.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 GRIFFONGFF |
| 0.82% | 0.71% | $381.4万 | 3.9万股 | $287.8万 | 4.0万股 | -494股-1.25% | 减仓 |
 TIPTREE INC COMTIPT |
| 0.71% | 2.9% | $332.0万 | 18.5万股 | $1,167.5万 | 69.0万股 | -50.5万股-73.15% | 减仓 |
 LOWES COS COMLOW |
| 0.68% | 0.86% | $318.3万 | 1.4万股 | $345.4万 | 1.5万股 | -183股-1.25% | 减仓 |
 iShares安硕·MBSACGL |
| 0.61% | 0.71% | $286.7万 | 3.0万股 | $287.2万 | 3.0万股 | -374股-1.25% | 减仓 |
 VistraVST |
| 0.6% | 0.67% | $281.2万 | 1.8万股 | $269.9万 | 1.8万股 | -225股-1.25% | 减仓 |
| UU S ENERGY CORP DELBSIN |
| 0.59% | — | $276.3万 | 251.2万股 | $0 | 0股 | +251.2万股 | 新买入 |
