 华纳兄弟探索WBD |
| 11.63% | 5.49% | $1.22亿 | 458.4万股 | $5,567.8万 | 202.8万股 | +255.6万股+126.07% | 加仓 |
 TXNM ENERGYTXNM |
| 7.4% | 6.06% | $7,780.2万 | 137.0万股 | $6,143.8万 | 105.1万股 | +31.9万股+30.38% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 7.27% | 4.55% | $7,642.8万 | 24.3万股 | $4,616.3万 | 16.1万股 | +8.2万股+51.04% | 加仓 |
 艺电EA |
| 6.95% | 7.43% | $7,304.8万 | 35.6万股 | $7,540.1万 | 37.0万股 | -1.4万股-3.67% | 减仓 |
 CYTOKINETICSCYTK |
| 6.22% | 5.48% | $6,538.5万 | 76.8万股 | $5,562.5万 | 84.4万股 | -7.6万股-9.06% | 减仓 |
 PENUMBRAPEN |
| 5.58% | 2.65% | $5,864.6万 | 18.6万股 | $2,686.8万 | 8.2万股 | +10.4万股+127.00% | 加仓 |
| CCHART INDSGTLS |
| 4.27% | 5.41% | $4,484.8万 | 21.5万股 | $5,483.8万 | 26.5万股 | -5.1万股-19.07% | 减仓 |
 ABIVAXABVX |
| 3.9% | — | $4,094.4万 | 30.7万股 | $0 | 0股 | +30.7万股 | 新买入 |
 GLOBAL PMTS COMGPN |
| 3.68% | 2.85% | $3,865.2万 | 53.3万股 | $2,889.1万 | 42.9万股 | +10.3万股+24.09% | 加仓 |
 AES COMAES |
| 2.93% | 1.28% | $3,083.2万 | 210.3万股 | $1,295.2万 | 91.9万股 | +118.4万股+128.79% | 加仓 |
 AMD超威AMD |
| 2.6% | 1.4% | $2,728.6万 | 4.7万股 | $1,421.5万 | 7.0万股 | -2.3万股-32.78% | 减仓 |
 阿斯麦ASML |
| 2.43% | 2.46% | $2,551.3万 | 1.3万股 | $2,492.4万 | 1.9万股 | -6,046股-32.04% | 减仓 |
 英伟达NVDA |
| 2.37% | 4.23% | $2,489.2万 | 12.4万股 | $4,286.8万 | 24.6万股 | -12.1万股-49.39% | 减仓 |
| IINDIVIOR PHARMACEUTICALSINDV |
| 2.29% | 2.06% | $2,403.0万 | 58.6万股 | $2,085.8万 | 68.4万股 | -9.9万股-14.42% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 2.16% | 2.59% | $2,271.9万 | 12.1万股 | $2,629.3万 | 27.0万股 | -14.9万股-55.13% | 减仓 |
 UNIFIRST MASSUNF |
| 2.14% | 1.83% | $2,244.3万 | 8.5万股 | $1,857.1万 | 7.4万股 | +1.1万股+14.97% | 加仓 |
 台积电TSM |
| 1.95% | 3.88% | $2,048.9万 | 4.3万股 | $3,936.1万 | 11.6万股 | -7.4万股-63.16% | 减仓 |
 CAESARS ENTERTAINMENT NECZR |
| 1.91% | — | $2,008.2万 | 66.5万股 | $0 | 0股 | +66.5万股 | 新买入 |
 亚马逊AMZN |
| 1.55% | — | $1,623.6万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 APOGEE THERAPEUTICSAPGE |
| 1.48% | — | $1,556.2万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 TWO HARBORS INVESTMETWO |
| 1.42% | 0.42% | $1,490.8万 | 120.1万股 | $430.5万 | 37.7万股 | +82.4万股+218.66% | 加仓 |
 迈威尔MRVL |
| 1.31% | 2.33% | $1,372.6万 | 4.6万股 | $2,366.3万 | 23.9万股 | -19.3万股-80.71% | 减仓 |
 泛林集团LRCX |
| 1.28% | — | $1,341.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| SSANDISK COMSNDK |
| 1.27% | 3.08% | $1,335.6万 | 5,874股 | $3,127.1万 | 4.9万股 | -4.3万股-88.07% | 减仓 |
 Arista网络ANET |
| 1.26% | — | $1,327.2万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.23% | 0.61% | $1,294.3万 | 3.9万股 | $619.0万 | 5.5万股 | -1.6万股-29.56% | 减仓 |
| GGlobal X·URANIUM ETFURA |
| 1.22% | 1.18% | $1,285.9万 | 29.4万股 | $1,192.9万 | 24.6万股 | +4.8万股+19.46% | 加仓 |
| AAEVA TECHNOLOGIESAEVA |
| 1.21% | 0.68% | $1,275.5万 | 44.4万股 | $690.5万 | 52.5万股 | -8.1万股-15.36% | 减仓 |
 Ares管理ARES |
| 1.14% | — | $1,201.0万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 AXALTA COATING SYSAXTA |
| 1.13% | 2.52% | $1,184.2万 | 34.6万股 | $2,554.8万 | 92.2万股 | -57.6万股-62.48% | 减仓 |
 希捷STX |
| 1.11% | — | $1,168.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| CCMB TECH NV FCMBT |
| 1.11% | 0.52% | $1,161.7万 | 83.0万股 | $529.0万 | 41.8万股 | +41.2万股+98.58% | 加仓 |
| RRENATUS TACTICAL ACQUIS SHS CL ARTAC |
| 0.8% | 0.7% | $841.4万 | 80.3万股 | $713.5万 | 69.4万股 | +10.9万股+15.67% | 加仓 |
| CCATALYST PHARMACEUTICALS |
| 0.74% | — | $778.1万 | 24.8万股 | $0 | 0股 | +24.8万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.62% | — | $646.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| AAVANTORAVTR |
| 0.6% | — | $629.4万 | 63.6万股 | $0 | 0股 | +63.6万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.58% | — | $605.5万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.57% | — | $599.0万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| IIHEARTMEDIA INC COM CL AIHRT |
| 0.36% | 0.28% | $374.9万 | 87.4万股 | $283.2万 | 97.0万股 | -9.6万股-9.89% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.35% | — | $366.3万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
