| SSECTOR SPDR INDUSTRIALXLI |
| 8.38% | — | $3.52亿 | 190.0万股 | $0 | 0股 | +190.0万股 | 新买入 |
| IiShares安硕信托 |
| 7.15% | 4.52% | $3.00亿 | 100.0万股 | $1.24亿 | 50.0万股 | +50.0万股+100.00% | 加仓 |
| SSPDR道富·SER TR |
| 6.24% | — | $2.62亿 | 350.0万股 | $0 | 0股 | +350.0万股 | 新买入 |
 3M COMMMM |
| 4.43% | — | $1.86亿 | 115.0万股 | $0 | 0股 | +115.0万股 | 新买入 |
| VVanEck ETF信托 |
| 3.9% | — | $1.64亿 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 AMETEK COMAME |
| 3.74% | 4.18% | $1.57亿 | 65.0万股 | $1.15亿 | 53.5万股 | +11.5万股+21.50% | 加仓 |
 ANALOG DEVICES COMADI |
| 3.64% | 3.36% | $1.53亿 | 38.5万股 | $9,226.1万 | 29.0万股 | +9.5万股+32.76% | 加仓 |
 泛林集团LRCX |
| 3.56% | 2.84% | $1.49亿 | 34.5万股 | $7,798.6万 | 36.5万股 | -2.0万股-5.48% | 减仓 |
 应用材料AMAT |
| 3.27% | — | $1.37亿 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 2.88% | — | $1.21亿 | 45.0万股 | $0 | 0股 | +45.0万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 2.87% | 1.82% | $1.20亿 | 29.0万股 | $4,990.7万 | 11.5万股 | +17.5万股+152.17% | 加仓 |
 亚马逊AMZN |
| 2.78% | 2.28% | $1.17亿 | 49.0万股 | $6,248.1万 | 30.0万股 | +19.0万股+63.33% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 2.71% | 1.96% | $1.14亿 | 32.5万股 | $5,365.0万 | 19.0万股 | +13.5万股+71.05% | 加仓 |
 NVIDIANVDA |
| 2.62% | 3.18% | $1.10亿 | 55.0万股 | $8,720.0万 | 50.0万股 | +5.0万股+10.00% | 加仓 |
 安费诺APH |
| 2.58% | 1.08% | $1.08亿 | 61.5万股 | $2,969.2万 | 23.5万股 | +38.0万股+161.70% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 2.52% | 0.2% | $1.06亿 | 135.0万股 | $554.4万 | 7.5万股 | +127.5万股+1,700.00% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 2.31% | — | $9,695.9万 | 33.5万股 | $0 | 0股 | +33.5万股 | 新买入 |
 谷歌AGOOGL |
| 1.91% | — | $8,040.8万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
| PPLEXUSPLXS |
| 1.9% | 0.85% | $7,967.8万 | 26.5万股 | $2,329.2万 | 11.5万股 | +15.0万股+130.43% | 加仓 |
 LINCOLN ELECLECO |
| 1.86% | 2.45% | $7,832.5万 | 29.5万股 | $6,725.2万 | 27.0万股 | +2.5万股+9.26% | 加仓 |
 Watts水技术WTS |
| 1.77% | 2.54% | $7,437.6万 | 19.0万股 | $6,967.0万 | 24.0万股 | -5.0万股-20.83% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.75% | — | $7,346.1万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
 固安捷GWW |
| 1.7% | — | $7,142.1万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| AARK·ETF TRARKK |
| 1.64% | — | $6,869.7万 | 85.0万股 | $0 | 0股 | +85.0万股 | 新买入 |
 CRANECR |
| 1.59% | — | $6,692.1万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 汽车地带AZO |
| 1.56% | — | $6,551.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 EquinixEQIX |
| 1.36% | — | $5,733.1万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| CCBRE CL ACBRE |
| 1.34% | — | $5,619.6万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
| WWILLSCOTWSC |
| 1.24% | — | $5,194.8万 | 180.0万股 | $0 | 0股 | +180.0万股 | 新买入 |
 3MMMM |
| 1.16% | — | $4,857.3万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 星巴克SBUX |
| 1.12% | — | $4,700.7万 | 46.0万股 | $0 | 0股 | +46.0万股 | 新买入 |
| GGARRETT MOTIONGTX |
| 1.06% | — | $4,438.2万 | 122.5万股 | $0 | 0股 | +122.5万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 1.05% | — | $4,402.1万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| SSOMNIGROUP INTERNATIONALSGI |
| 1.03% | — | $4,312.0万 | 55.0万股 | $0 | 0股 | +55.0万股 | 新买入 |
| DDYCOM INDSDY |
| 0.96% | — | $4,044.7万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 0.91% | — | $3,806.8万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 GE航空GE |
| 0.89% | 3.78% | $3,737.3万 | 10.0万股 | $1.04亿 | 36.5万股 | -26.5万股-72.60% | 减仓 |
 亚马逊AMZN |
| 0.85% | 1.9% | $3,575.1万 | 15.0万股 | $5,206.8万 | 25.0万股 | -10.0万股-40.00% | 减仓 |
 沃尔玛WMT |
| 0.81% | — | $3,397.8万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.77% | — | $3,223.2万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
| TTERAWULF COMWULF |
| 0.74% | — | $3,087.5万 | 125.0万股 | $0 | 0股 | +125.0万股 | 新买入 |
 XPOXPO |
| 0.68% | — | $2,874.1万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 TIMKENTKR |
| 0.61% | 0.55% | $2,543.1万 | 17.5万股 | $1,508.6万 | 15.0万股 | +2.5万股+16.67% | 加仓 |
| AAMETEK INCAME |
| 0.58% | — | $2,419.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| CCAPRI LIMITEDCPRI |
| 0.44% | 2% | $1,857.0万 | 100.0万股 | $5,488.6万 | 311.5万股 | -211.5万股-67.90% | 减仓 |
| OOREILLY AUTOMOTIVE |
| 0.44% | — | $1,841.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| KKARMANKRMN |
| 0.3% | — | $1,248.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| KKARMAN HLDGS INCKRMN |
| 0.22% | — | $923.5万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
| SSpaceXSPCX |
| 0.2% | — | $854.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
