 道富·CORP COMSTT |
| 4.71% | 3.09% | $5,725.0万 | 33.8万股 | $1,725.6万 | 13.6万股 | +20.1万股+147.58% | 加仓 |
 GE航空GE |
| 4.5% | 3.16% | $5,470.8万 | 14.6万股 | $1,761.1万 | 6.2万股 | +8.4万股+135.87% | 加仓 |
 美光科技MU |
| 4.31% | 3.04% | $5,239.1万 | 4.5万股 | $1,696.9万 | 5.0万股 | -4,839股-9.63% | 减仓 |
 GE VernovaGEV |
| 4.19% | 7.88% | $5,089.3万 | 4.3万股 | $4,398.0万 | 5.0万股 | -7,066股-14.02% | 减仓 |
 VertivVRT |
| 3.37% | 7.42% | $4,092.8万 | 12.2万股 | $4,139.4万 | 16.5万股 | -4.3万股-26.00% | 减仓 |
| HHUT 8HUT |
| 3.34% | 3.58% | $4,063.4万 | 35.2万股 | $1,995.3万 | 42.5万股 | -7.3万股-17.25% | 减仓 |
 AMD超威AMD |
| 3.2% | — | $3,890.5万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 台积电TSM |
| 3.02% | 4.65% | $3,677.7万 | 7.7万股 | $2,595.1万 | 7.7万股 | +219股+0.29% | 加仓 |
 NEBIUSNBIS |
| 3.02% | — | $3,666.7万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
| MMKSMKSI |
| 2.9% | 2.79% | $3,531.5万 | 7.9万股 | $1,555.1万 | 6.8万股 | +1.2万股+17.33% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 2.79% | — | $3,387.2万 | 255.1万股 | $0 | 0股 | +255.1万股 | 新买入 |
| SSANDISK COMSNDK |
| 2.77% | 2.58% | $3,366.9万 | 1.5万股 | $1,438.2万 | 2.3万股 | -7,828股-34.58% | 减仓 |
| RRiot PlatformsRIOT |
| 2.71% | — | $3,290.0万 | 120.2万股 | $0 | 0股 | +120.2万股 | 新买入 |
 英特尔INTC |
| 2.57% | — | $3,123.9万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 科磊KLAC |
| 2.35% | — | $2,857.8万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| AASTERA LABSALAB |
| 2.29% | — | $2,788.6万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| TTERAWULF COMWULF |
| 2.21% | 2.03% | $2,692.8万 | 109.0万股 | $1,134.1万 | 78.6万股 | +30.4万股+38.71% | 加仓 |
 北方信托NTRS |
| 2.15% | — | $2,618.4万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 2.15% | 2.21% | $2,618.3万 | 7.0万股 | $1,234.9万 | 3.8万股 | +3.2万股+83.50% | 加仓 |
 安费诺APH |
| 2.06% | 3.3% | $2,506.2万 | 14.2万股 | $1,840.6万 | 14.6万股 | -3,536股-2.43% | 减仓 |
| FFLEXFLEX |
| 1.99% | — | $2,422.5万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
 英伟达NVDA |
| 1.91% | 3.63% | $2,324.4万 | 11.6万股 | $2,026.0万 | 11.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.88% | — | $2,281.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.83% | — | $2,228.3万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
| C花旗集团C |
| 1.76% | — | $2,141.9万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 1.71% | — | $2,079.5万 | 362.3万股 | $0 | 0股 | +362.3万股 | 新买入 |
 应用材料AMAT |
| 1.67% | — | $2,034.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 相干公司COHR |
| 1.49% | 2.33% | $1,809.9万 | 4.6万股 | $1,300.2万 | 5.5万股 | -8,698股-15.94% | 减仓 |
 苹果AAPL |
| 1.47% | 2.81% | $1,788.4万 | 6.2万股 | $1,568.6万 | 6.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.46% | 3.1% | $1,780.3万 | 3.5万股 | $1,732.0万 | 3.5万股 | 00.00% | 持仓不变 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.45% | 0.93% | $1,760.7万 | 5.3万股 | $520.4万 | 4.6万股 | +6,479股+13.98% | 加仓 |
 Varonis Systems,VRNS |
| 1.32% | — | $1,599.9万 | 38.1万股 | $0 | 0股 | +38.1万股 | 新买入 |
 VisaV |
| 1.29% | 2.47% | $1,566.6万 | 4.6万股 | $1,380.1万 | 4.6万股 | 00.00% | 持仓不变 |
| AARGANAGX |
| 1.28% | 3.56% | $1,558.3万 | 2.0万股 | $1,985.7万 | 3.6万股 | -1.7万股-46.48% | 减仓 |
| AAMKOR TECHNOLOGYAMKR |
| 1.26% | — | $1,528.9万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
| FFABRINETFN |
| 1.21% | 3.23% | $1,467.8万 | 2.6万股 | $1,804.3万 | 3.5万股 | -8,483股-24.52% | 减仓 |
| CCIPHER DIGITALCIFR |
| 1.2% | — | $1,459.1万 | 59.6万股 | $0 | 0股 | +59.6万股 | 新买入 |
| AARTERISAIP |
| 1.17% | 0.87% | $1,428.4万 | 29.4万股 | $483.3万 | 29.4万股 | 00.00% | 持仓不变 |
| PPENGUIN SOLUTIONSPENG |
| 1.16% | — | $1,407.2万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
 Meta平台META |
| 1.15% | 2.54% | $1,396.6万 | 2.5万股 | $1,418.5万 | 2.5万股 | 00.00% | 持仓不变 |
| BBROOKDALE SR LIVINGBKD |
| 1% | 1.86% | $1,219.2万 | 75.8万股 | $1,036.5万 | 75.8万股 | 00.00% | 持仓不变 |
 捷普JBL |
| 1% | 0.42% | $1,212.6万 | 3.1万股 | $235.7万 | 8,872股 | +2.3万股+254.56% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 0.88% | — | $1,074.9万 | 28.8万股 | $0 | 0股 | +28.8万股 | 新买入 |
 泛林集团LRCX |
| 0.8% | — | $969.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.74% | 2.5% | $904.0万 | 4,561股 | $1,394.0万 | 1.0万股 | -5,548股-54.88% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.62% | 1.14% | $755.6万 | 9,002股 | $637.9万 | 1.6万股 | -6,660股-42.52% | 减仓 |
 天弘CLS |
| 0.59% | 0.99% | $717.0万 | 2.0万股 | $553.6万 | 2.0万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.59% | 1.55% | $714.2万 | 8,324股 | $862.1万 | 1.2万股 | -3,943股-32.14% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.56% | 0.71% | $683.1万 | 1.8万股 | $398.8万 | 1.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.55% | — | $674.3万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
