 波音BA |
| 10.93% | 10.88% | $2,707.5万 | 12.5万股 | $2,167.0万 | 10.9万股 | +1.6万股+14.88% | 加仓 |
| SSANDISK COMSNDK |
| 10.48% | 4.34% | $2,596.6万 | 1.1万股 | $865.0万 | 1.4万股 | -2,195股-16.12% | 减仓 |
 TIMKENTKR |
| 9.73% | — | $2,411.5万 | 16.6万股 | $0 | 0股 | +16.6万股 | 新买入 |
 GE航空GE |
| 7.9% | 4.01% | $1,957.8万 | 5.2万股 | $797.8万 | 2.8万股 | +2.4万股+86.32% | 加仓 |
 宣伟SHW |
| 6.48% | 7.66% | $1,605.0万 | 4.7万股 | $1,525.5万 | 4.8万股 | -975股-2.05% | 减仓 |
 西部数据WDC |
| 5.23% | 3.54% | $1,295.3万 | 2.0万股 | $705.7万 | 2.6万股 | -5,810股-22.27% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 4.78% | 5.44% | $1,185.2万 | 4.4万股 | $1,083.2万 | 4.7万股 | -2,920股-6.21% | 减仓 |
 天弘CLS |
| 4.74% | 7.11% | $1,175.8万 | 3.2万股 | $1,415.9万 | 5.0万股 | -1.8万股-35.88% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 4.43% | — | $1,097.6万 | 82.6万股 | $0 | 0股 | +82.6万股 | 新买入 |
 阿斯麦ASML |
| 4.39% | 3.68% | $1,088.2万 | 5,470股 | $733.7万 | 5,555股 | -85股-1.53% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 4.04% | — | $1,001.7万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 3.96% | — | $982.4万 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 3.89% | 6.32% | $963.3万 | 11.1万股 | $1,259.4万 | 16.0万股 | -4.9万股-30.56% | 减仓 |
| GGDSGDS |
| 3.82% | — | $945.8万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
| AASE TECHNOLOGYASX |
| 3.6% | — | $892.9万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
 台积电TSM |
| 2.87% | 4.32% | $710.4万 | 1.5万股 | $860.9万 | 2.5万股 | -1.1万股-41.61% | 减仓 |
| SSpaceXSPCX |
| 2.83% | — | $702.2万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 英伟达NVDA |
| 2.38% | 7.7% | $590.6万 | 3.0万股 | $1,534.4万 | 8.8万股 | -5.8万股-66.45% | 减仓 |
 LumentumLITE |
| 2.05% | 6.44% | $507.1万 | 5,910股 | $1,283.0万 | 1.8万股 | -1.2万股-67.63% | 减仓 |
| RROCKET LAB COMRKLB |
| 1.47% | — | $365.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
