| SSpaceXSPCX |
| 12.18% | — | $3.02亿 | 177.0万股 | $0 | 0股 | +177.0万股 | 新买入 |
| MMEDLINE COM CL AMDLN |
| 5.8% | 7.43% | $1.44亿 | 365.1万股 | $1.11亿 | 250.0万股 | +115.1万股+46.04% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 4.14% | — | $1.03亿 | 57.2万股 | $0 | 0股 | +57.2万股 | 新买入 |
 英伟达NVDA |
| 3.67% | — | $9,124.1万 | 45.6万股 | $0 | 0股 | +45.6万股 | 新买入 |
 L3哈里斯LHX |
| 3.51% | 6.34% | $8,717.7万 | 30.0万股 | $9,491.6万 | 27.5万股 | +2.5万股+9.09% | 加仓 |
 谷歌AGOOGL |
| 2.88% | — | $7,147.4万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.84% | — | $7,066.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 2.81% | 1.71% | $6,974.0万 | 100.0万股 | $2,556.6万 | 60.0万股 | +40.0万股+66.67% | 加仓 |
| B百度BIDU |
| 2.3% | — | $5,714.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.22% | — | $5,525.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 美国电力AEP |
| 2.2% | — | $5,472.4万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 戴蒙德能源FANG |
| 2.12% | 3.96% | $5,273.4万 | 30.0万股 | $5,933.7万 | 30.0万股 | 00.00% | 持仓不变 |
| LLEGENCELGN |
| 2.06% | 2.26% | $5,113.8万 | 60.0万股 | $3,387.6万 | 60.0万股 | 00.00% | 持仓不变 |
 EntergyETR |
| 1.85% | — | $4,594.4万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
| IINNIO NVINIO |
| 1.67% | — | $4,152.8万 | 105.0万股 | $0 | 0股 | +105.0万股 | 新买入 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.51% | 0.47% | $3,739.5万 | 75.0万股 | $705.1万 | 10.0万股 | +65.0万股+650.00% | 加仓 |
| GGALAXY DIGITALGLXY |
| 1.38% | 1.54% | $3,417.5万 | 125.0万股 | $2,306.3万 | 125.0万股 | 00.00% | 持仓不变 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.24% | 0.59% | $3,072.3万 | 55.0万股 | $878.1万 | 30.0万股 | +25.0万股+83.33% | 加仓 |
 LIFE TIMELTH |
| 1.23% | — | $3,063.0万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 1.1% | — | $2,730.0万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
| KKODIAK GAS SVCSKGS |
| 1.06% | 0.97% | $2,629.6万 | 35.0万股 | $1,458.0万 | 25.0万股 | +10.0万股+40.00% | 加仓 |
 ITTITT |
| 1% | 3.18% | $2,472.0万 | 12.5万股 | $4,763.3万 | 25.0万股 | -12.5万股-50.00% | 减仓 |
| AARXIS INCARXS |
| 0.93% | — | $2,307.0万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.83% | 0.74% | $2,060.3万 | 25.0万股 | $1,112.0万 | 25.0万股 | 00.00% | 持仓不变 |
| VVSEVSEC |
| 0.83% | 1.11% | $2,056.5万 | 9.0万股 | $1,659.6万 | 9.0万股 | 00.00% | 持仓不变 |
| FFERVO ENERGY COFRVO |
| 0.82% | — | $2,046.1万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
| MMIAMI INTLMIAX |
| 0.82% | 1.43% | $2,043.8万 | 55.0万股 | $2,140.6万 | 55.0万股 | 00.00% | 持仓不变 |
| SSPYRE THERAPEUTICSSYRE |
| 0.8% | 0.34% | $1,997.6万 | 22.5万股 | $504.4万 | 10.0万股 | +12.5万股+125.00% | 加仓 |
| N纳斯达克NDAQ |
| 0.79% | 1.42% | $1,970.5万 | 25.0万股 | $2,122.3万 | 25.0万股 | 00.00% | 持仓不变 |
| AANDERSENANDG |
| 0.76% | 0.91% | $1,886.0万 | 50.0万股 | $1,360.0万 | 50.0万股 | 00.00% | 持仓不变 |
| TTERAWULF COMWULF |
| 0.75% | — | $1,852.5万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.67% | 0.6% | $1,675.4万 | 24.0万股 | $899.4万 | 12.5万股 | +11.5万股+92.00% | 加仓 |
| QQUANTINUUM INCQNT |
| 0.66% | — | $1,634.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| VVERADERMICSMANE |
| 0.62% | 0.32% | $1,536.8万 | 12.5万股 | $472.0万 | 7.5万股 | +5.0万股+67.22% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.62% | 1.15% | $1,527.9万 | 15.0万股 | $1,714.2万 | 20.0万股 | -5.0万股-25.00% | 减仓 |
 STANDARDAEROSARO |
| 0.6% | 1.1% | $1,495.5万 | 50.0万股 | $1,646.7万 | 63.8万股 | -13.8万股-21.57% | 减仓 |
| VV2XVVX |
| 0.6% | 0.69% | $1,491.2万 | 20.0万股 | $1,027.5万 | 15.0万股 | +5.0万股+33.33% | 加仓 |
 超微电脑SMCI |
| 0.59% | — | $1,466.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| NNRG ENERGYNRG |
| 0.59% | 1.71% | $1,460.6万 | 10.0万股 | $2,557.5万 | 17.5万股 | -7.5万股-42.86% | 减仓 |
| SSOLV ENERGYMWH |
| 0.55% | 0.3% | $1,362.0万 | 40.0万股 | $450.5万 | 15.0万股 | +25.0万股+166.67% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 0.54% | 0.88% | $1,353.6万 | 40.0万股 | $1,316.8万 | 40.0万股 | 00.00% | 持仓不变 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.54% | — | $1,333.7万 | 24.8万股 | $0 | 0股 | +24.8万股 | 新买入 |
 APOGEE THERAPEUTICSAPGE |
| 0.53% | 0.56% | $1,327.3万 | 10.0万股 | $841.7万 | 10.0万股 | 00.00% | 持仓不变 |
| AAMKOR TECHNOLOGYAMKR |
| 0.52% | 0.75% | $1,293.5万 | 15.0万股 | $1,125.8万 | 25.0万股 | -10.0万股-40.00% | 减仓 |
| IINGRAM MICRO HLDG CORP COMINGM |
| 0.5% | 0.31% | $1,234.4万 | 45.0万股 | $466.2万 | 20.0万股 | +25.0万股+125.00% | 加仓 |
 XOMETRYXMTR |
| 0.49% | — | $1,206.5万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 ABIVAXABVX |
| 0.48% | 0.37% | $1,199.3万 | 9.0万股 | $556.8万 | 5.0万股 | +4.0万股+80.00% | 加仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.48% | — | $1,193.8万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 微软MSFT |
| 0.48% | 1.76% | $1,193.7万 | 3.2万股 | $2,628.2万 | 7.1万股 | -3.9万股-54.93% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.48% | — | $1,189.2万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
