| EEA SERIES TRUSTAFOS |
| 11.46% | 10.58% | $2.62亿 | 562.6万股 | $2.04亿 | 563.2万股 | -6,398股-0.11% | 减仓 |
 泛林集团LRCX |
| 6.73% | 4.28% | $1.54亿 | 35.5万股 | $8,225.8万 | 38.5万股 | -3.0万股-7.68% | 减仓 |
 美光科技MU |
| 6.46% | 4.04% | $1.48亿 | 12.8万股 | $7,780.6万 | 23.0万股 | -10.2万股-44.36% | 减仓 |
 苹果AAPL |
| 4.22% | 4.42% | $9,662.1万 | 33.4万股 | $8,496.0万 | 33.5万股 | -851股-0.25% | 减仓 |
| EEA SERIES TRUSTACEP |
| 3.57% | 3.79% | $8,167.4万 | 413.8万股 | $7,296.6万 | 418.8万股 | -4.9万股-1.17% | 减仓 |
 西部数据WDC |
| 3.42% | 2.7% | $7,839.1万 | 12.3万股 | $5,190.4万 | 19.2万股 | -6.9万股-36.04% | 减仓 |
 GE VernovaGEV |
| 3.27% | 2.88% | $7,491.5万 | 6.4万股 | $5,538.3万 | 6.3万股 | +318股+0.50% | 加仓 |
 纽蒙特NEM |
| 2.8% | 4.47% | $6,412.6万 | 68.7万股 | $8,608.8万 | 79.5万股 | -10.9万股-13.67% | 减仓 |
 英伟达NVDA |
| 2.63% | 2.72% | $6,028.0万 | 30.1万股 | $5,227.9万 | 30.0万股 | +1,502股+0.50% | 加仓 |
 自由港麦克莫兰FCX |
| 2.59% | 3.28% | $5,927.1万 | 94.2万股 | $6,301.5万 | 107.2万股 | -13.0万股-12.09% | 减仓 |
 马拉松石油MPC |
| 2.47% | 2.1% | $5,649.1万 | 22.1万股 | $4,044.8万 | 16.6万股 | +5.5万股+33.39% | 加仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 2.45% | 2.49% | $5,613.4万 | 21.0万股 | $4,790.9万 | 20.9万股 | +1,006股+0.48% | 加仓 |
 黑石集团BX |
| 2.24% | 2.3% | $5,127.8万 | 43.6万股 | $4,433.4万 | 38.6万股 | +5.0万股+13.03% | 加仓 |
 QUANTA SVCSPWR |
| 2.2% | 1.99% | $5,036.2万 | 7.0万股 | $3,821.0万 | 7.0万股 | +347股+0.50% | 加仓 |
| CCRHCRH |
| 2.06% | 2.39% | $4,711.4万 | 44.0万股 | $4,594.5万 | 43.7万股 | +3,246股+0.74% | 加仓 |
 博通AVGO |
| 1.99% | 1.96% | $4,561.5万 | 12.1万股 | $3,773.1万 | 12.2万股 | -1,152股-0.94% | 减仓 |
 VertivVRT |
| 1.94% | 2.16% | $4,433.1万 | 13.2万股 | $4,149.4万 | 16.6万股 | -3.3万股-20.04% | 减仓 |
 波音BA |
| 1.86% | 2.02% | $4,255.4万 | 19.7万股 | $3,887.7万 | 19.5万股 | +1,252股+0.64% | 加仓 |
 VistraVST |
| 1.72% | 1.49% | $3,934.6万 | 24.8万股 | $2,870.8万 | 19.1万股 | +5.7万股+29.89% | 加仓 |
 伊顿ETN |
| 1.44% | 1.43% | $3,302.4万 | 7.7万股 | $2,753.3万 | 7.7万股 | +521股+0.68% | 加仓 |
 希捷STX |
| 1.38% | 1.16% | $3,149.3万 | 3.3万股 | $2,240.9万 | 5.7万股 | -2.5万股-42.95% | 减仓 |
 AEROVIRONMENTAVAV |
| 1.35% | 0.62% | $3,096.3万 | 18.8万股 | $1,196.3万 | 6.5万股 | +12.2万股+187.03% | 加仓 |
 卡梅科CCJ |
| 1.32% | — | $3,026.6万 | 29.7万股 | $0 | 0股 | +29.7万股 | 新买入 |
 安费诺APH |
| 1.27% | — | $2,900.2万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
| IIBMIBM |
| 1.26% | 0.45% | $2,889.1万 | 10.3万股 | $861.7万 | 3.6万股 | +6.7万股+188.99% | 加仓 |
| RRALLIANT CORP COMRAL |
| 1.25% | — | $2,861.9万 | 38.9万股 | $0 | 0股 | +38.9万股 | 新买入 |
 再生元REGN |
| 1.24% | 1.82% | $2,836.1万 | 4.5万股 | $3,497.7万 | 4.5万股 | +214股+0.47% | 加仓 |
 雷神技术RTX |
| 1.12% | 2.36% | $2,571.8万 | 13.6万股 | $4,540.7万 | 23.5万股 | -10.0万股-42.42% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.96% | 1.07% | $2,203.0万 | 9.6万股 | $2,060.4万 | 9.5万股 | +825股+0.87% | 加仓 |
 BWX科技BWXT |
| 0.93% | 0.38% | $2,121.8万 | 10.9万股 | $725.7万 | 3.5万股 | +7.4万股+207.15% | 加仓 |
 BIOHAVENBHVN |
| 0.89% | 0.61% | $2,044.8万 | 137.4万股 | $1,166.5万 | 137.9万股 | -4,643股-0.34% | 减仓 |
 雪佛龙CVX |
| 0.85% | 0.87% | $1,954.1万 | 11.8万股 | $1,669.2万 | 8.1万股 | +3.7万股+46.12% | 加仓 |
 百时美施贵宝BMY |
| 0.78% | 0.96% | $1,781.3万 | 30.9万股 | $1,856.7万 | 30.6万股 | +3,015股+0.98% | 加仓 |
 Targa资源TRGP |
| 0.78% | 0.86% | $1,779.1万 | 6.6万股 | $1,655.1万 | 6.6万股 | +335股+0.51% | 加仓 |
 MP MATERIALSMP |
| 0.72% | 0.05% | $1,652.8万 | 29.5万股 | $96.4万 | 2.0万股 | +27.5万股+1,376.92% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 0.67% | 0.85% | $1,526.9万 | 30.6万股 | $1,639.4万 | 30.3万股 | +3,390股+1.12% | 加仓 |
 应用材料AMAT |
| 0.66% | 0.37% | $1,511.5万 | 2.1万股 | $719.3万 | 2.1万股 | -140股-0.67% | 减仓 |
 强生JNJ |
| 0.65% | 0.74% | $1,497.4万 | 5.9万股 | $1,430.3万 | 5.9万股 | +443股+0.76% | 加仓 |
 钢铁动力STLD |
| 0.63% | 0.6% | $1,432.5万 | 6.2万股 | $1,161.6万 | 6.5万股 | -2,106股-3.26% | 减仓 |
 诺和诺德NVO |
| 0.61% | 0.28% | $1,385.3万 | 28.9万股 | $547.8万 | 14.9万股 | +14.0万股+93.87% | 加仓 |
 贝莱德·INC COMBLK |
| 0.58% | 0.68% | $1,329.0万 | 1.4万股 | $1,312.2万 | 1.4万股 | +177股+1.30% | 加仓 |
 慧与HPEHPE |
| 0.58% | 0.35% | $1,320.2万 | 29.3万股 | $679.5万 | 28.5万股 | +7,263股+2.54% | 加仓 |
 埃森哲ACN |
| 0.5% | — | $1,146.8万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 NORTHROP GRUMMAN COMNOC |
| 0.5% | 0.81% | $1,140.4万 | 2.2万股 | $1,562.3万 | 2.3万股 | -509股-2.22% | 减仓 |
 南方铜业SCCO |
| 0.49% | — | $1,124.7万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.46% | 0.43% | $1,043.0万 | 2.6万股 | $835.2万 | 2.6万股 | +7股+0.03% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.41% | — | $947.0万 | 21.1万股 | $0 | 0股 | +21.1万股 | 新买入 |
 VanEck ETF信托SMH |
| 0.4% | 0.28% | $921.3万 | 1.4万股 | $545.7万 | 1.4万股 | -187股-1.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.37% | $902.8万 | 2.6万股 | $719.6万 | 2.5万股 | +463股+1.85% | 加仓 |
| B巴里克黄金GOLD |
| 0.38% | — | $864.3万 | 23.5万股 | $0 | 0股 | +23.5万股 | 新买入 |
