| SSpaceXSPCX |
| 23.13% | — | $6.41亿 | 375.0万股 | $0 | 0股 | +375.0万股 | 新买入 |
 谷歌AGOOGL |
| 6.45% | — | $1.79亿 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 6.38% | — | $1.77亿 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 4.86% | 6.7% | $1.35亿 | 75.0万股 | $1.35亿 | 75.0万股 | 00.00% | 持仓不变 |
| FFORGENT POWER SOLUTIONSFPS |
| 3.03% | 2.47% | $8,379.0万 | 150.0万股 | $4,975.9万 | 170.0万股 | -20.0万股-11.76% | 减仓 |
 苹果AAPL |
| 2.82% | — | $7,812.7万 | 27.0万股 | $0 | 0股 | +27.0万股 | 新买入 |
 REALTY INCOME COMO |
| 2.8% | — | $7,745.0万 | 125.0万股 | $0 | 0股 | +125.0万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 2.52% | 2.69% | $6,967.8万 | 70.0万股 | $5,422.9万 | 70.0万股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 2.47% | — | $6,840.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| MMEDLINE COM CL AMDLN |
| 2.14% | 4.3% | $5,916.0万 | 150.0万股 | $8,677.5万 | 195.0万股 | -45.0万股-23.08% | 减仓 |
 新思科技SNPS |
| 2.09% | 2.56% | $5,798.9万 | 13.0万股 | $5,154.2万 | 13.0万股 | 00.00% | 持仓不变 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.6% | — | $4,420.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 MACERICHMAC |
| 1.59% | — | $4,408.3万 | 175.0万股 | $0 | 0股 | +175.0万股 | 新买入 |
 AMERICAN HEALTHCARE REITAHR |
| 1.51% | — | $4,172.0万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
 英伟达NVDA |
| 1.44% | — | $4,001.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| IINNIO NVINIO |
| 1.14% | — | $3,164.0万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
 STANDARDAEROSARO |
| 1.08% | 2.43% | $2,991.0万 | 100.0万股 | $4,906.8万 | 190.0万股 | -90.0万股-47.36% | 减仓 |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 1.02% | — | $2,827.5万 | 72.5万股 | $0 | 0股 | +72.5万股 | 新买入 |
 NEBIUSNBIS |
| 1% | 0.51% | $2,761.7万 | 10.0万股 | $1,037.6万 | 10.0万股 | 00.00% | 持仓不变 |
 WEC ENERGY GROUP, INC.WEC |
| 0.87% | 0.9% | $2,421.2万 | 2,000.0万股 | $1,810.8万 | 1,500.0万股 | +500.0万股+33.33% | 加仓 |
 Dollar TreeDLTR |
| 0.87% | — | $2,419.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 EvergyEVRG |
| 0.77% | 1.67% | $2,136.3万 | 1,500.0万股 | $3,375.3万 | 2,500.0万股 | -1,000.0万股-40.00% | 减仓 |
 VIKING ORD SHSVIK |
| 0.76% | 1.18% | $2,093.4万 | 20.0万股 | $2,388.1万 | 32.5万股 | -12.5万股-38.46% | 减仓 |
| QQUANTINUUM INCQNT |
| 0.68% | — | $1,880.0万 | 23.0万股 | $0 | 0股 | +23.0万股 | 新买入 |
| J骏利·LIVING INCJAN |
| 0.67% | 0.76% | $1,868.1万 | 65.0万股 | $1,532.1万 | 65.0万股 | 00.00% | 持仓不变 |
| AARXIS INCARXS |
| 0.62% | — | $1,730.3万 | 37.5万股 | $0 | 0股 | +37.5万股 | 新买入 |
| LLEGENCELGN |
| 0.62% | 1.19% | $1,704.6万 | 20.0万股 | $2,399.6万 | 42.5万股 | -22.5万股-52.94% | 减仓 |
| YYORK SPACE SYSTEMS INC COMYSS |
| 0.59% | 0.74% | $1,646.4万 | 66.9万股 | $1,482.5万 | 66.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.55% | — | $1,526.7万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 SOUTHERN/THESO |
| 0.55% | — | $1,516.9万 | 1,500.0万股 | $0 | 0股 | +1,500.0万股 | 新买入 |
 谷歌AGOOGL |
| 0.54% | — | $1,509.0万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| GGDSGDS |
| 0.54% | 1.4% | $1,501.5万 | 50.0万股 | $2,820.3万 | 70.0万股 | -20.0万股-28.57% | 减仓 |
| KKARMANKRMN |
| 0.54% | 0.69% | $1,497.6万 | 30.0万股 | $1,400.9万 | 17.5万股 | +12.5万股+71.43% | 加仓 |
| DDPC HOLDINGS PLCDPC |
| 0.53% | — | $1,471.8万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| FFERVO ENERGY COFRVO |
| 0.5% | — | $1,373.8万 | 47.0万股 | $0 | 0股 | +47.0万股 | 新买入 |
| SSOLV ENERGYMWH |
| 0.49% | 0.21% | $1,362.0万 | 40.0万股 | $420.4万 | 14.0万股 | +26.0万股+185.71% | 加仓 |
 TREVI THERAPEUTICSTRVI |
| 0.49% | 0.31% | $1,352.1万 | 72.5万股 | $626.3万 | 52.5万股 | +20.0万股+38.10% | 加仓 |
 COGENT BIOSCIENCESCOGT |
| 0.45% | 1.29% | $1,257.8万 | 32.5万股 | $2,598.1万 | 67.5万股 | -35.0万股-51.85% | 减仓 |
| AALLIANCE LAUNDRYALH |
| 0.43% | 0.46% | $1,193.4万 | 45.0万股 | $933.3万 | 45.0万股 | 00.00% | 持仓不变 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.42% | 0.56% | $1,171.8万 | 3.5万股 | $1,127.7万 | 3.5万股 | 00.00% | 持仓不变 |
| BBBB FOODSTBBB |
| 0.41% | — | $1,145.9万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
 甲骨文ORCL |
| 0.41% | — | $1,123.8万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| IINGRAM MICRO HLDG CORP COMINGM |
| 0.4% | 0.33% | $1,097.2万 | 40.0万股 | $664.3万 | 28.5万股 | +11.5万股+40.35% | 加仓 |
| MMIAMI INTLMIAX |
| 0.39% | 0.56% | $1,077.6万 | 29.0万股 | $1,128.7万 | 29.0万股 | 00.00% | 持仓不变 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.39% | — | $1,075.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.38% | 0.53% | $1,044.8万 | 35.0万股 | $1,062.6万 | 35.0万股 | 00.00% | 持仓不变 |
| RRAPPORT THERAPEUTICSRAPP |
| 0.38% | 0.39% | $1,041.8万 | 25.0万股 | $782.3万 | 25.0万股 | 00.00% | 持仓不变 |
| EEtsyETSY |
| 0.34% | — | $946.4万 | 1,000.0万股 | $0 | 0股 | +1,000.0万股 | 新买入 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.34% | — | $936.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| HHUDSON PACIFIC PROPERTIES INC COMHPP |
| 0.31% | 0.17% | $868.0万 | 57.1万股 | $337.7万 | 57.1万股 | 00.00% | 持仓不变 |
