 英伟达NVDA |
| 6.54% | 9.77% | $2.97亿 | 148.3万股 | $2.88亿 | 165.4万股 | -17.0万股-10.31% | 减仓 |
 GE VernovaGEV |
| 5.64% | 7.69% | $2.56亿 | 21.8万股 | $2.27亿 | 26.0万股 | -4.2万股-16.18% | 减仓 |
 谷歌AGOOGL |
| 4.91% | 4.25% | $2.23亿 | 62.4万股 | $1.25亿 | 43.6万股 | +18.8万股+43.15% | 加仓 |
 亚马逊AMZN |
| 4.84% | 5.64% | $2.20亿 | 92.2万股 | $1.66亿 | 79.9万股 | +12.3万股+15.45% | 加仓 |
 应用材料AMAT |
| 4.44% | — | $2.01亿 | 27.9万股 | $0 | 0股 | +27.9万股 | 新买入 |
 QUANTA SVCSPWR |
| 4.38% | 1.67% | $1.99亿 | 27.6万股 | $4,941.3万 | 9.0万股 | +18.6万股+206.97% | 加仓 |
 万事达MA |
| 3.5% | 3.49% | $1.59亿 | 30.9万股 | $1.03亿 | 20.6万股 | +10.3万股+49.89% | 加仓 |
 博通AVGO |
| 3.24% | 4.28% | $1.47亿 | 38.9万股 | $1.26亿 | 40.8万股 | -1.9万股-4.66% | 减仓 |
 江森自控JCI |
| 3.07% | 3.58% | $1.40亿 | 95.5万股 | $1.06亿 | 80.7万股 | +14.7万股+18.25% | 加仓 |
 LumentumLITE |
| 3.03% | 1.75% | $1.37亿 | 16.0万股 | $5,157.9万 | 7.3万股 | +8.7万股+118.30% | 加仓 |
| FFLEXFLEX |
| 2.87% | — | $1.30亿 | 80.4万股 | $0 | 0股 | +80.4万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 2.87% | 2.8% | $1.30亿 | 48.4万股 | $8,261.5万 | 35.8万股 | +12.5万股+35.00% | 加仓 |
| MMODINE MFGMOD |
| 2.61% | 0.87% | $1.18亿 | 44.3万股 | $2,564.1万 | 11.8万股 | +32.5万股+274.71% | 加仓 |
 礼来LLY |
| 2.57% | 3.18% | $1.17亿 | 9.7万股 | $9,388.6万 | 10.2万股 | -4,835股-4.74% | 减仓 |
 美光科技MU |
| 2.54% | — | $1.15亿 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 GE航空GE |
| 2.54% | 2.19% | $1.15亿 | 30.9万股 | $6,465.8万 | 22.8万股 | +8.1万股+35.47% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 2.49% | 4.17% | $1.13亿 | 56.2万股 | $1.23亿 | 61.1万股 | -4.9万股-8.03% | 减仓 |
 特斯拉TSLA |
| 2.49% | — | $1.13亿 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
 自由媒体FWONK |
| 2.32% | 3.08% | $1.05亿 | 110.6万股 | $9,082.1万 | 106.8万股 | +3.8万股+3.54% | 加仓 |
 雷神技术RTX |
| 2.26% | 2.93% | $1.03亿 | 54.2万股 | $8,657.1万 | 44.9万股 | +9.3万股+20.70% | 加仓 |
 AMD超威AMD |
| 2.2% | — | $9,975.2万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 伍德沃德WWD |
| 2.16% | — | $9,792.4万 | 23.0万股 | $0 | 0股 | +23.0万股 | 新买入 |
 威廉姆斯WMB |
| 2.01% | — | $9,104.2万 | 122.5万股 | $0 | 0股 | +122.5万股 | 新买入 |
| CCOGNEXCGNX |
| 1.67% | — | $7,580.6万 | 104.7万股 | $0 | 0股 | +104.7万股 | 新买入 |
 Arm控股ARM |
| 1.51% | — | $6,869.2万 | 19.4万股 | $0 | 0股 | +19.4万股 | 新买入 |
| IINNIO NVINIO |
| 1.51% | — | $6,867.1万 | 173.6万股 | $0 | 0股 | +173.6万股 | 新买入 |
| LLEGENCELGN |
| 1.46% | 1.43% | $6,644.7万 | 78.0万股 | $4,222.3万 | 74.8万股 | +3.2万股+4.25% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.32% | 0.97% | $5,991.4万 | 3.0万股 | $2,855.1万 | 2.1万股 | +9,526股+46.01% | 加仓 |
 林德LIN |
| 1.2% | 1.09% | $5,453.7万 | 10.5万股 | $3,220.4万 | 6.5万股 | +4.0万股+61.79% | 加仓 |
| OONTO INNOVATIONONTO |
| 1.14% | — | $5,161.1万 | 13.6万股 | $0 | 0股 | +13.6万股 | 新买入 |
 迈威尔MRVL |
| 1.13% | — | $5,110.7万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 1.11% | — | $5,035.6万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
| N新纪元能源NEE |
| 1.08% | 4.86% | $4,914.3万 | 56.0万股 | $1.43亿 | 154.4万股 | -98.4万股-63.74% | 减仓 |
| Q高通QCOM |
| 1.01% | — | $4,589.5万 | 24.8万股 | $0 | 0股 | +24.8万股 | 新买入 |
 CLEAN HARBORSCLH |
| 0.99% | 0.4% | $4,474.3万 | 15.0万股 | $1,166.1万 | 4.1万股 | +10.9万股+268.26% | 加仓 |
| PPOWELL INDSPOWL |
| 0.75% | 0.27% | $3,422.1万 | 12.0万股 | $794.3万 | 1.5万股 | +10.5万股+714.05% | 加仓 |
 卡梅科CCJ |
| 0.69% | 0.61% | $3,120.7万 | 30.6万股 | $1,794.9万 | 16.5万股 | +14.1万股+85.38% | 加仓 |
| UULTRA CLEANUCTT |
| 0.58% | — | $2,617.2万 | 18.4万股 | $0 | 0股 | +18.4万股 | 新买入 |
| TTERADYNETER |
| 0.54% | 0.15% | $2,442.0万 | 5.0万股 | $451.7万 | 1.5万股 | +3.5万股+231.28% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.52% | 0.24% | $2,370.8万 | 26.8万股 | $721.2万 | 9.5万股 | +17.3万股+182.56% | 加仓 |
 NISOURCE COMNI |
| 0.49% | 0.33% | $2,202.6万 | 46.3万股 | $977.7万 | 21.0万股 | +25.4万股+121.08% | 加仓 |
 LEONARDO DRSDRS |
| 0.48% | 0.95% | $2,161.5万 | 50.7万股 | $2,791.0万 | 62.7万股 | -12.0万股-19.20% | 减仓 |
| NNOVANVMI |
| 0.44% | 0.32% | $2,006.8万 | 3.7万股 | $931.5万 | 2.1万股 | +1.6万股+72.32% | 加仓 |
| AAARAIR |
| 0.44% | 0.44% | $1,988.7万 | 13.9万股 | $1,305.0万 | 11.9万股 | +2.0万股+16.70% | 加仓 |
| NNextPowerNXT |
| 0.44% | 0.27% | $1,974.8万 | 16.6万股 | $791.2万 | 6.6万股 | +10.0万股+152.54% | 加仓 |
 CienaCIEN |
| 0.41% | 2.83% | $1,861.5万 | 3.8万股 | $8,346.0万 | 21.5万股 | -17.7万股-82.35% | 减仓 |
 HEICOHEI |
| 0.36% | 0.45% | $1,629.5万 | 4.6万股 | $1,328.5万 | 4.8万股 | -2,703股-5.58% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.34% | 0.87% | $1,563.6万 | 42.9万股 | $2,571.3万 | 71.2万股 | -28.3万股-39.81% | 减仓 |
| MMYRMYRG |
| 0.34% | — | $1,532.5万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.32% | — | $1,473.4万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
