| SSPDR标普500 ETFSPY |
| 13.23% | — | $1.46亿 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 3.36% | 3.49% | $3,710.9万 | 24.4万股 | $2,759.0万 | 26.1万股 | -1.7万股-6.46% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 3.33% | 2.9% | $3,678.8万 | 4.4万股 | $2,297.2万 | 5.6万股 | -1.3万股-22.30% | 减仓 |
| IINTERDIGITALIDCC |
| 3.31% | 3.96% | $3,659.3万 | 12.9万股 | $3,130.8万 | 10.4万股 | +2.6万股+24.67% | 加仓 |
| SSPX TECHNOLOGIESSPXC |
| 3.14% | 3.23% | $3,475.3万 | 14.2万股 | $2,554.8万 | 12.8万股 | +1.4万股+10.94% | 加仓 |
 林德LIN |
| 2.94% | 4.21% | $3,254.6万 | 6.3万股 | $3,332.3万 | 6.7万股 | -4,498股-6.69% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 2.8% | 3.3% | $3,096.1万 | 64.8万股 | $2,610.9万 | 78.5万股 | -13.6万股-17.35% | 减仓 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 2.79% | 2.83% | $3,087.1万 | 44.3万股 | $2,237.6万 | 71.0万股 | -26.6万股-37.52% | 减仓 |
 FLOOR & DECORFND |
| 2.74% | 3% | $3,028.6万 | 51.0万股 | $2,376.6万 | 46.8万股 | +4.2万股+9.06% | 加仓 |
 MILLICOM INTL CELLULARTIGO |
| 2.69% | 3.79% | $2,978.7万 | 32.8万股 | $3,002.6万 | 40.1万股 | -7.2万股-18.09% | 减仓 |
| CCAVACAVA |
| 2.57% | 4.51% | $2,835.8万 | 36.1万股 | $3,567.4万 | 44.1万股 | -8.0万股-18.06% | 减仓 |
 FEDERAL SIGNALFSS |
| 2.51% | 2.96% | $2,779.4万 | 21.6万股 | $2,339.2万 | 21.6万股 | 00.00% | 持仓不变 |
 NEBIUSNBIS |
| 2.49% | — | $2,756.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| LLATTICE SEMICONDUCTORLSCC |
| 2.45% | — | $2,709.7万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
| PPOWER INTEGRATIONSPOWI |
| 2.33% | — | $2,578.5万 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
| AAAONAAON |
| 2.28% | 1.91% | $2,516.4万 | 19.8万股 | $1,509.5万 | 18.2万股 | +1.6万股+8.74% | 加仓 |
 SITIMESITM |
| 2.28% | 3.83% | $2,516.0万 | 3.4万股 | $3,031.5万 | 8.8万股 | -5.4万股-61.56% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 2.21% | — | $2,446.1万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 HELIOS TECHNOLOGIESHLIO |
| 2.18% | 2.49% | $2,414.8万 | 27.1万股 | $1,967.2万 | 30.4万股 | -3.3万股-11.00% | 减仓 |
 台积电TSM |
| 2.09% | 0.81% | $2,307.3万 | 4.8万股 | $643.7万 | 1.9万股 | +2.9万股+153.66% | 加仓 |
 VAIL RESORTSMTN |
| 1.98% | 1.83% | $2,191.2万 | 16.1万股 | $1,449.7万 | 11.3万股 | +4.8万股+42.45% | 加仓 |
| PPOWELL INDSPOWL |
| 1.92% | 2.7% | $2,127.5万 | 7.4万股 | $2,135.4万 | 3.9万股 | +3.5万股+88.25% | 加仓 |
| HHAYWARDHAYW |
| 1.82% | 1.42% | $2,016.4万 | 116.5万股 | $1,126.7万 | 84.2万股 | +32.3万股+38.33% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.82% | 2.94% | $2,015.8万 | 36.1万股 | $2,327.2万 | 79.5万股 | -43.4万股-54.61% | 减仓 |
 VistraVST |
| 1.76% | 0.48% | $1,943.5万 | 12.3万股 | $381.8万 | 2.5万股 | +9.7万股+382.38% | 加仓 |
 SENSIENT TECHNOLOGIESSXT |
| 1.46% | 0.39% | $1,616.8万 | 13.1万股 | $307.1万 | 3.6万股 | +9.6万股+269.05% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.42% | 1.8% | $1,571.8万 | 26.3万股 | $1,423.3万 | 26.3万股 | 00.00% | 持仓不变 |
 ORMAT TECHNOLOGIESORA |
| 1.42% | 3.97% | $1,567.0万 | 14.4万股 | $3,143.8万 | 28.1万股 | -13.7万股-48.77% | 减仓 |
 PELOTON INTERACTIVEPTON |
| 1.4% | 1.12% | $1,552.1万 | 262.6万股 | $888.2万 | 207.0万股 | +55.6万股+26.84% | 加仓 |
 英伟达NVDA |
| 1.28% | 1.49% | $1,417.8万 | 7.1万股 | $1,178.0万 | 6.8万股 | +3,314股+4.91% | 加仓 |
 威廉姆斯WMB |
| 1.04% | 1.53% | $1,150.1万 | 15.5万股 | $1,211.9万 | 16.7万股 | -1.2万股-7.09% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.95% | 2.83% | $1,046.2万 | 12.2万股 | $2,243.2万 | 29.1万股 | -16.9万股-57.93% | 减仓 |
| TTETRA TECHNOLOGIES DELTTI |
| 0.93% | 0.8% | $1,026.4万 | 90.6万股 | $635.5万 | 74.6万股 | +16.0万股+21.45% | 加仓 |
 UL SOLUTIONSHSBC |
| 0.91% | 0.94% | $1,009.4万 | 9.9万股 | $746.5万 | 8.7万股 | +1.2万股+13.79% | 加仓 |
| PPRIMO BRANDSPRMB |
| 0.89% | 0.63% | $979.3万 | 40.1万股 | $501.9万 | 26.7万股 | +13.4万股+50.33% | 加仓 |
 阿斯麦ASML |
| 0.84% | 0.73% | $926.9万 | 4,659股 | $575.7万 | 4,359股 | +300股+6.88% | 加仓 |
| AACM RESHACMR |
| 0.81% | 0.1% | $895.5万 | 7.1万股 | $80.6万 | 2.0万股 | +5.0万股+244.51% | 加仓 |
| FFIREFLY AEROSPACEFLY |
| 0.69% | — | $760.0万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
| CCRHCRH |
| 0.67% | 1.4% | $743.9万 | 7.0万股 | $1,108.0万 | 10.5万股 | -3.6万股-34.05% | 减仓 |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 0.56% | 0.51% | $620.7万 | 20.2万股 | $402.3万 | 11.8万股 | +8.4万股+70.57% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.46% | 0.49% | $512.7万 | 3.8万股 | $384.6万 | 4.2万股 | -4,071股-9.75% | 减仓 |
 TradewebTW |
| 0.45% | — | $495.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 阿斯利康AZN |
| 0.44% | — | $490.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| HHDFC BANKHDB |
| 0.44% | 0.59% | $487.6万 | 18.9万股 | $469.6万 | 18.9万股 | 00.00% | 持仓不变 |
| NNRG ENERGYNRG |
| 0.44% | 0.55% | $485.9万 | 3.3万股 | $438.4万 | 3.0万股 | +3,269股+10.90% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.09% | $409.2万 | 1.7万股 | $68.7万 | 3,298股 | +1.4万股+420.56% | 加仓 |
| MMASTECMTZ |
| 0.37% | 0.6% | $408.4万 | 9,816股 | $476.3万 | 1.5万股 | -4,987股-33.69% | 减仓 |
| VVIASATVSAT |
| 0.36% | 0.73% | $395.2万 | 4.4万股 | $577.1万 | 12.6万股 | -8.2万股-65.08% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 0.35% | 0.44% | $387.0万 | 13.3万股 | $345.3万 | 13.3万股 | 00.00% | 持仓不变 |
 ALCON ORD SHSALC |
| 0.34% | 0.54% | $378.6万 | 5.6万股 | $425.1万 | 5.6万股 | 00.00% | 持仓不变 |
