 VanEck ETF信托SMH |
| 8.23% | 3.3% | $4.68亿 | 71.4万股 | $1.23亿 | 32.0万股 | +39.4万股+123.13% | 加仓 |
| SSANDISK COMSNDK |
| 7.61% | 5.22% | $4.33亿 | 19.0万股 | $1.94亿 | 30.6万股 | -11.5万股-37.69% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 2.85% | 5.36% | $1.62亿 | 62.2万股 | $2.00亿 | 113.7万股 | -51.6万股-45.34% | 减仓 |
| DDIGITALOCEANDOCN |
| 2.7% | 2.32% | $1.53亿 | 97.7万股 | $8,639.3万 | 100.7万股 | -3.0万股-2.95% | 减仓 |
 Guardant HealthGH |
| 2.55% | 3.01% | $1.45亿 | 96.8万股 | $1.12亿 | 121.3万股 | -24.5万股-20.22% | 减仓 |
| HHUT 8HUT |
| 2.53% | — | $1.44亿 | 124.5万股 | $0 | 0股 | +124.5万股 | 新买入 |
| MMKSMKSI |
| 2.5% | 1.74% | $1.42亿 | 32.0万股 | $6,485.4万 | 28.2万股 | +3.8万股+13.33% | 加仓 |
 NEBIUSNBIS |
| 2.4% | 1.69% | $1.37亿 | 49.4万股 | $6,287.9万 | 60.6万股 | -11.2万股-18.41% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 2.39% | 3.88% | $1.36亿 | 169.3万股 | $1.44亿 | 255.4万股 | -86.1万股-33.72% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.35% | 0.62% | $1.34亿 | 52.6万股 | $2,303.0万 | 15.3万股 | +37.4万股+244.73% | 加仓 |
 英伟达NVDA |
| 2.24% | 3.66% | $1.27亿 | 63.6万股 | $1.36亿 | 78.0万股 | -14.5万股-18.51% | 减仓 |
 DatadogDDOG |
| 2.1% | 0.51% | $1.20亿 | 46.0万股 | $1,888.8万 | 16.0万股 | +30.0万股+187.48% | 加仓 |
 NateraNTRA |
| 1.86% | 2% | $1.06亿 | 38.9万股 | $7,431.7万 | 37.2万股 | +1.7万股+4.68% | 加仓 |
| OONTO INNOVATIONONTO |
| 1.54% | — | $8,780.0万 | 23.2万股 | $0 | 0股 | +23.2万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.53% | 1.38% | $8,727.1万 | 26.2万股 | $5,124.6万 | 45.6万股 | -19.5万股-42.63% | 减仓 |
 CompassCOMP |
| 1.45% | 1.22% | $8,267.3万 | 670.5万股 | $4,533.3万 | 620.2万股 | +50.3万股+8.12% | 加仓 |
 SITIMESITM |
| 1.35% | 0.97% | $7,676.1万 | 10.3万股 | $3,626.8万 | 10.5万股 | -2,059股-1.96% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.34% | — | $7,636.8万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 ABIVAXABVX |
| 1.34% | — | $7,595.8万 | 57.0万股 | $0 | 0股 | +57.0万股 | 新买入 |
 科磊KLAC |
| 1.22% | 0.4% | $6,924.2万 | 23.0万股 | $1,472.4万 | 1.0万股 | +22.0万股+2,195.00% | 加仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 1.19% | 1.16% | $6,767.3万 | 83.0万股 | $4,327.2万 | 69.0万股 | +14.0万股+20.30% | 加仓 |
 AMD超威AMD |
| 1.13% | — | $6,419.1万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| OORUKA THERAPEUTICS INC COMORKA |
| 1.1% | — | $6,265.1万 | 65.8万股 | $0 | 0股 | +65.8万股 | 新买入 |
 Ionis制药IONS |
| 1.1% | 3.74% | $6,242.2万 | 78.7万股 | $1.39亿 | 185.4万股 | -106.7万股-57.54% | 减仓 |
| GGLAUKOS COMGKOS |
| 1.1% | — | $6,241.0万 | 44.7万股 | $0 | 0股 | +44.7万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.05% | 0.21% | $5,966.4万 | 59.9万股 | $782.4万 | 10.1万股 | +49.8万股+493.47% | 加仓 |
 台积电TSM |
| 1.03% | 1.14% | $5,886.1万 | 12.3万股 | $4,229.8万 | 12.5万股 | -1,911股-1.53% | 减仓 |
 泛林集团LRCX |
| 1.02% | 1.21% | $5,806.6万 | 13.4万股 | $4,486.9万 | 21.0万股 | -7.6万股-36.19% | 减仓 |
 TwilioTWLO |
| 1.02% | — | $5,796.0万 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
 英特尔INTC |
| 0.99% | — | $5,627.1万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
| RRUSH STREET INTERACTIVERSI |
| 0.96% | 0.26% | $5,485.5万 | 184.4万股 | $950.5万 | 43.7万股 | +140.7万股+322.08% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.96% | 0.17% | $5,440.1万 | 35.7万股 | $635.4万 | 6.0万股 | +29.7万股+495.44% | 加仓 |
 VertivVRT |
| 0.95% | 1.08% | $5,387.8万 | 16.1万股 | $4,032.2万 | 16.1万股 | 00.00% | 持仓不变 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.94% | 0.07% | $5,364.2万 | 19.7万股 | $273.0万 | 2.9万股 | +16.8万股+578.23% | 加仓 |
| FFLEXFLEX |
| 0.88% | — | $5,034.2万 | 31.1万股 | $0 | 0股 | +31.1万股 | 新买入 |
 ALKERMESALKS |
| 0.88% | — | $4,978.8万 | 95.0万股 | $0 | 0股 | +95.0万股 | 新买入 |
| HHEARTFLOWHTFL |
| 0.87% | 0.58% | $4,972.1万 | 169.5万股 | $2,170.5万 | 89.2万股 | +80.3万股+89.96% | 加仓 |
 Arm控股ARM |
| 0.85% | 0.02% | $4,857.6万 | 13.7万股 | $75.6万 | 5,000股 | +13.2万股+2,640.00% | 加仓 |
 应用材料AMAT |
| 0.83% | — | $4,699.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 谷歌AGOOGL |
| 0.82% | — | $4,645.8万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 BridgeBioBBIO |
| 0.81% | 1% | $4,626.1万 | 62.1万股 | $3,734.0万 | 50.3万股 | +11.8万股+23.53% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.81% | 0.55% | $4,612.5万 | 82.6万股 | $2,051.0万 | 70.1万股 | +12.5万股+17.84% | 加仓 |
 XOMETRYXMTR |
| 0.8% | 0.78% | $4,526.8万 | 46.9万股 | $2,897.9万 | 71.0万股 | -24.1万股-33.90% | 减仓 |
 甲骨文ORCL |
| 0.77% | 0.58% | $4,396.5万 | 30.0万股 | $2,147.8万 | 14.6万股 | +15.4万股+105.48% | 加仓 |
 迈威尔MRVL |
| 0.77% | — | $4,393.9万 | 14.8万股 | $0 | 0股 | +14.8万股 | 新买入 |
| EESTABLISHMENT LABSESTA |
| 0.74% | 0.6% | $4,217.4万 | 49.1万股 | $2,230.3万 | 39.3万股 | +9.9万股+25.12% | 加仓 |
 MONGODB CL AMDB |
| 0.74% | 0.33% | $4,198.8万 | 12.5万股 | $1,223.9万 | 5.0万股 | +7.5万股+150.00% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.73% | 0.37% | $4,162.1万 | 2.1万股 | $1,379.0万 | 1.0万股 | +1.1万股+110.00% | 加仓 |
| CCARVANA CL ACVNA |
| 0.72% | 1.94% | $4,113.8万 | 62.5万股 | $7,216.4万 | 23.0万股 | +39.5万股+172.28% | 加仓 |
 西部数据WDC |
| 0.68% | 0.65% | $3,896.2万 | 6.1万股 | $2,434.4万 | 9.0万股 | -2.9万股-32.22% | 减仓 |
