| IISHARES MSCI SOUTH KOREAETFEWY |
| 7.66% | — | $4,284.1万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
 美光科技MU |
| 7.59% | — | $4,245.5万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 台积电TSM |
| 6.7% | 0.78% | $3,745.6万 | 7.8万股 | $180.1万 | 5,330股 | +7.3万股+1,371.48% | 加仓 |
 卡特彼勒CAT |
| 6.25% | 5.08% | $3,492.9万 | 3.3万股 | $1,169.0万 | 1.7万股 | +1.6万股+98.79% | 加仓 |
 应用材料AMAT |
| 6.17% | — | $3,452.3万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| RRANPAK HOLDINGS CORP COM CL APACK |
| 6.05% | 7.19% | $3,384.7万 | 463.0万股 | $1,653.0万 | 463.0万股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 5.76% | — | $3,223.7万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 AMD超威AMD |
| 5.4% | — | $3,021.6万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| PPROPETROPUMP |
| 3.7% | 6.84% | $2,070.2万 | 144.4万股 | $1,572.2万 | 109.1万股 | +35.3万股+32.31% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 3.68% | — | $2,059.1万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
 VanEck ETF信托SMH |
| 3.6% | — | $2,013.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 阿斯麦ASML |
| 3.54% | 1.96% | $1,980.7万 | 9,956股 | $451.7万 | 3,420股 | +6,536股+191.11% | 加仓 |
| TTERAWULF COMWULF |
| 3.36% | 4.47% | $1,881.9万 | 76.2万股 | $1,028.2万 | 71.3万股 | +4.9万股+6.93% | 加仓 |
 英伟达NVDA |
| 2.77% | 0.88% | $1,546.7万 | 7.7万股 | $202.4万 | 1.2万股 | +6.6万股+566.21% | 加仓 |
 NEBIUSNBIS |
| 2.73% | — | $1,524.5万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 1.94% | 0.3% | $1,082.3万 | 32.0万股 | $69.2万 | 2.1万股 | +29.9万股+1,420.97% | 加仓 |
 GE VernovaGEV |
| 1.85% | 7.01% | $1,037.4万 | 8,830股 | $1,611.5万 | 1.8万股 | -9,632股-52.17% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.65% | 3.97% | $920.9万 | 5.6万股 | $913.1万 | 5.3万股 | +3,390股+6.41% | 加仓 |
 GeneracGNRC |
| 1.37% | 0.39% | $763.7万 | 2.6万股 | $89.2万 | 4,568股 | +2.2万股+470.99% | 加仓 |
 亚马逊AMZN |
| 1.25% | 3.14% | $699.1万 | 2.9万股 | $721.1万 | 3.5万股 | -5,292股-15.29% | 减仓 |
 德州仪器TXN |
| 1.22% | 2.14% | $679.6万 | 2.3万股 | $491.2万 | 2.5万股 | -2,500股-9.88% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 1.15% | — | $644.4万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| EEIKON THERAPEUTICSEIKN |
| 1.13% | 2.23% | $632.5万 | 48.5万股 | $512.8万 | 48.5万股 | 00.00% | 持仓不变 |
 ALCON ORD SHSALC |
| 0.94% | 3.09% | $525.4万 | 7.8万股 | $710.7万 | 9.4万股 | -1.6万股-16.99% | 减仓 |
 VisaV |
| 0.94% | 2.83% | $525.2万 | 1.5万股 | $651.7万 | 2.2万股 | -6,253股-29.00% | 减仓 |
 DANAHER DEL COMDHR |
| 0.91% | 2.72% | $508.1万 | 2.7万股 | $625.5万 | 3.3万股 | -6,316股-19.14% | 减仓 |
 Bloom EnergyBE |
| 0.82% | 2.24% | $459.2万 | 1.5万股 | $514.9万 | 3.8万股 | -2.3万股-60.08% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.77% | 2.68% | $433.3万 | 1.0万股 | $617.2万 | 1.4万股 | -3,790股-26.65% | 减仓 |
 CREDICORPBAP |
| 0.71% | — | $396.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 BOOKING COMBKNG |
| 0.64% | 1% | $360.2万 | 2.0万股 | $230.3万 | 547股 | +2.0万股+3,594.88% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.52% | 2.36% | $292.2万 | 3.4万股 | $542.4万 | 6.9万股 | -3.5万股-51.10% | 减仓 |
 家得宝HD |
| 0.5% | 1.83% | $281.3万 | 7,976股 | $420.4万 | 1.3万股 | -4,805股-37.59% | 减仓 |
 星巴克SBUX |
| 0.49% | 1.84% | $274.1万 | 2.7万股 | $422.4万 | 4.7万股 | -2.0万股-43.10% | 减仓 |
 联合太平洋铁路UNP |
| 0.46% | 1.92% | $259.9万 | 9,555股 | $441.4万 | 1.8万股 | -8,640股-47.49% | 减仓 |
 SKYWESTSKYW |
| 0.46% | 0.61% | $258.6万 | 2.6万股 | $140.2万 | 1.5万股 | +1.1万股+70.61% | 加仓 |
 LOWES COS COMLOW |
| 0.45% | 1.94% | $249.9万 | 1.1万股 | $446.4万 | 1.9万股 | -7,560股-40.02% | 减仓 |
 威瑞信VRSN |
| 0.43% | 2.23% | $241.2万 | 9,587股 | $512.0万 | 2.1万股 | -1.1万股-53.50% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.37% | 1.06% | $205.4万 | 1.7万股 | $242.8万 | 1.5万股 | +1,251股+8.10% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.35% | 1.67% | $194.2万 | 2,444股 | $383.9万 | 5,275股 | -2,831股-53.67% | 减仓 |
 CorpayCPAY |
| 0.34% | 1.62% | $192.7万 | 5,783股 | $373.4万 | 1.3万股 | -7,048股-54.93% | 减仓 |
 QUANTA SVCSPWR |
| 0.32% | 0.33% | $179.9万 | 2,499股 | $75.1万 | 1,368股 | +1,131股+82.68% | 加仓 |
 伊顿ETN |
| 0.31% | — | $175.2万 | 4,112股 | $0 | 0股 | +4,112股 | 新买入 |
 NubankNU |
| 0.3% | — | $167.0万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 Meta平台META |
| 0.26% | 0.74% | $147.3万 | 2,615股 | $171.0万 | 2,988股 | -373股-12.48% | 减仓 |
 耐克NKE |
| 0.26% | 1.58% | $143.0万 | 3.5万股 | $362.8万 | 6.9万股 | -3.4万股-49.30% | 减仓 |
 博通AVGO |
| 0.25% | 0.9% | $142.1万 | 3,763股 | $207.5万 | 6,705股 | -2,942股-43.88% | 减仓 |
 GoDaddyGDDY |
| 0.24% | 0.58% | $136.0万 | 1.6万股 | $132.5万 | 1.6万股 | 00.00% | 持仓不变 |
 TapestryTPR |
| 0.23% | 0.23% | $131.4万 | 8,975股 | $53.8万 | 3,815股 | +5,160股+135.26% | 加仓 |
| AARHAUSARHS |
| 0.19% | — | $108.0万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
| WWINGSTOPWING |
| 0.19% | — | $104.7万 | 6,040股 | $0 | 0股 | +6,040股 | 新买入 |
