 VertivVRT |
| 9.53% | 9.11% | $418.1万 | 4.8万股 | $602.7万 | 7.4万股 | -2.6万股-34.56% | 减仓 |
 CAMTEKCAMT |
| 9.42% | 6.62% | $413.3万 | 3.3万股 | $437.8万 | 5.2万股 | -1.9万股-36.86% | 减仓 |
 亚马逊AMZN |
| 8.81% | 9.41% | $386.5万 | 2.0万股 | $622.3万 | 3.5万股 | -1.5万股-42.03% | 减仓 |
 西部数据WDC |
| 8.46% | — | $371.3万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| MMODINE MFGMOD |
| 6.16% | 1.73% | $270.5万 | 2.7万股 | $114.2万 | 1.2万股 | +1.5万股+125.00% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 5.76% | 1.13% | $252.9万 | 42.5万股 | $74.9万 | 17.5万股 | +25.0万股+142.86% | 加仓 |
 美光科技MU |
| 4.5% | 3.92% | $197.3万 | 1.5万股 | $259.4万 | 2.2万股 | -7,000股-31.82% | 减仓 |
 星座能源CEG |
| 3.08% | 2.8% | $135.1万 | 6,746股 | $184.9万 | 1.0万股 | -3,254股-32.54% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 3.02% | — | $132.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 博通AVGO |
| 2.93% | 2% | $128.4万 | 800股 | $132.5万 | 1,000股 | -200股-20.00% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 2.84% | — | $124.6万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 LumentumLITE |
| 2.78% | — | $122.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 迈威尔MRVL |
| 2.71% | 5.04% | $118.8万 | 1.7万股 | $333.1万 | 4.7万股 | -3.0万股-63.83% | 减仓 |
 相干公司COHR |
| 2.64% | — | $115.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 2.58% | 2.78% | $113.4万 | 1.4万股 | $183.9万 | 2.4万股 | -9,900股-41.42% | 减仓 |
 天弘CLS |
| 2.35% | 5.08% | $103.2万 | 1.8万股 | $336.0万 | 7.5万股 | -5.7万股-75.92% | 减仓 |
 NetAppNTAP |
| 2.05% | — | $90.2万 | 7,000股 | $0 | 0股 | +7,000股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.04% | — | $89.6万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
| GGlobal X·URANIUM ETFURA |
| 1.98% | 1.31% | $86.9万 | 3.0万股 | $86.5万 | 3.0万股 | 00.00% | 持仓不变 |
| HHIMS & HERS HEALTHHIMS |
| 1.89% | — | $82.8万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 慧与HPEHPE |
| 1.83% | — | $80.4万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| GGEOGEO |
| 1.83% | 3.22% | $80.4万 | 5.6万股 | $212.8万 | 15.1万股 | -9.5万股-62.84% | 减仓 |
 VistraVST |
| 1.76% | 1.05% | $77.4万 | 9,000股 | $69.7万 | 1.0万股 | -1,000股-10.00% | 减仓 |
| EEVERPURE CL AEVPR |
| 1.76% | — | $77.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 英伟达NVDA |
| 1.69% | 4.78% | $74.1万 | 6,000股 | $316.2万 | 3,500股 | +2,500股+71.43% | 加仓 |
| FFABRINETFN |
| 1.67% | — | $73.4万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 卡梅科CCJ |
| 1.46% | 0.85% | $64.0万 | 1.3万股 | $56.3万 | 1.3万股 | 00.00% | 持仓不变 |
| AACM RESHACMR |
| 0.89% | — | $39.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.77% | — | $33.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| SSEMTECHSMTC |
| 0.68% | 2.91% | $29.9万 | 1.0万股 | $192.4万 | 7.0万股 | -6.0万股-85.71% | 减仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.12% | — | $5.4万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
