 英伟达NVDA |
| 9.61% | 10.85% | $1.21亿 | 60.6万股 | $1.04亿 | 59.7万股 | +9,245股+1.55% | 加仓 |
 希捷STX |
| 3.61% | 1.81% | $4,561.3万 | 4.7万股 | $1,738.6万 | 4.4万股 | +2,887股+6.51% | 加仓 |
 Bloom EnergyBE |
| 3.38% | 1.82% | $4,263.5万 | 14.1万股 | $1,744.1万 | 12.9万股 | +1.2万股+9.42% | 加仓 |
| CCOMFORT SYS USAFIX |
| 3.2% | 2.85% | $4,034.9万 | 2.0万股 | $2,730.7万 | 2.0万股 | +556股+2.81% | 加仓 |
 EMCOREME |
| 2.69% | 3.11% | $3,396.2万 | 4.1万股 | $2,983.6万 | 4.0万股 | +513股+1.27% | 加仓 |
 VertivVRT |
| 2.65% | 2.48% | $3,344.6万 | 10.0万股 | $2,382.5万 | 9.5万股 | +4,816股+5.07% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 2.57% | 2.01% | $3,242.9万 | 5.3万股 | $1,925.1万 | 4.9万股 | +3,730股+7.64% | 加仓 |
 QUANTA SVCSPWR |
| 2.49% | 2.65% | $3,140.0万 | 4.4万股 | $2,545.6万 | 4.6万股 | -2,758股-5.95% | 减仓 |
 礼来LLY |
| 2.48% | 2.64% | $3,127.7万 | 2.6万股 | $2,528.8万 | 2.7万股 | -1,417股-5.15% | 减仓 |
| AARGANAGX |
| 2.42% | 1.7% | $3,054.2万 | 3.8万股 | $1,627.6万 | 3.0万股 | +8,364股+27.99% | 加仓 |
 美光科技MU |
| 1.82% | 0.64% | $2,298.8万 | 2.0万股 | $613.7万 | 1.8万股 | +1,751股+9.64% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.75% | 1.75% | $2,208.3万 | 8.2万股 | $1,678.0万 | 7.3万股 | +9,324股+12.81% | 加仓 |
 卡地纳健康CAH |
| 1.3% | 1.46% | $1,640.1万 | 6.9万股 | $1,397.8万 | 6.6万股 | +2,889股+4.37% | 加仓 |
 泛林集团LRCX |
| 1.19% | 0.77% | $1,499.3万 | 3.5万股 | $739.5万 | 3.5万股 | -10股-0.03% | 减仓 |
 NVENT ELECTRICNVT |
| 1.18% | 0.51% | $1,485.3万 | 8.8万股 | $486.4万 | 4.1万股 | +4.6万股+112.96% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 1.13% | 0.58% | $1,425.7万 | 7.6万股 | $561.3万 | 5.8万股 | +1.9万股+32.31% | 加仓 |
 苹果AAPL |
| 1.1% | 1.23% | $1,382.6万 | 4.8万股 | $1,182.9万 | 4.7万股 | +1,170股+2.51% | 加仓 |
 CienaCIEN |
| 1.09% | 0.97% | $1,375.5万 | 2.8万股 | $929.4万 | 2.4万股 | +4,100股+17.13% | 加仓 |
 金罗斯黄金KGC |
| 1.09% | 1.67% | $1,370.2万 | 58.0万股 | $1,603.0万 | 52.5万股 | +5.5万股+10.45% | 加仓 |
 沃尔玛WMT |
| 1.05% | 1.45% | $1,323.7万 | 11.7万股 | $1,390.2万 | 11.2万股 | +5,014股+4.48% | 加仓 |
 埃克森美孚XOM |
| 1.03% | 1.63% | $1,304.5万 | 9.5万股 | $1,562.1万 | 9.2万股 | +3,337股+3.62% | 加仓 |
 GE VernovaGEV |
| 1.02% | 0.77% | $1,283.5万 | 1.1万股 | $743.3万 | 8,515股 | +2,410股+28.30% | 加仓 |
| EElbit Systems LtdESLT |
| 0.98% | 1.3% | $1,232.7万 | 1.6万股 | $1,251.0万 | 1.5万股 | +1,514股+10.28% | 加仓 |
 相干公司COHR |
| 0.85% | 0.62% | $1,071.9万 | 2.7万股 | $598.2万 | 2.5万股 | +2,058股+8.19% | 加仓 |
 帕兰提尔PLTR |
| 0.85% | 1.32% | $1,071.2万 | 9.2万股 | $1,270.2万 | 8.7万股 | +4,980股+5.74% | 加仓 |
| MMASTECMTZ |
| 0.81% | 0.72% | $1,028.0万 | 2.5万股 | $688.8万 | 2.1万股 | +3,300股+15.41% | 加仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 0.81% | — | $1,018.5万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| SSEZZLESEZL |
| 0.8% | 0.35% | $1,013.9万 | 5.9万股 | $337.6万 | 5.3万股 | +5,737股+10.76% | 加仓 |
 Phillips 66PSX |
| 0.8% | 0.76% | $1,013.6万 | 6.0万股 | $733.6万 | 4.0万股 | +2.0万股+48.91% | 加仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.77% | 1.4% | $970.4万 | 32.0万股 | $1,343.3万 | 30.2万股 | +1.8万股+5.79% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.74% | — | $934.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.65% | — | $814.5万 | 9,704股 | $0 | 0股 | +9,704股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 0.6% | 0.56% | $755.8万 | 2.0万股 | $541.3万 | 1.7万股 | +3,496股+20.84% | 加仓 |
 AMD超威AMD |
| 0.6% | 0.04% | $752.9万 | 1.3万股 | $40.9万 | 2,011股 | +1.1万股+544.46% | 加仓 |
| CCENOVUS ENERGY COMCVE |
| 0.58% | — | $727.2万 | 29.3万股 | $0 | 0股 | +29.3万股 | 新买入 |
 艾伯维ABBV |
| 0.57% | 0.64% | $719.1万 | 2.9万股 | $615.6万 | 2.8万股 | +270股+0.95% | 加仓 |
| IINDIVIOR PHARMACEUTICALSINDV |
| 0.57% | 0.43% | $713.3万 | 17.4万股 | $408.8万 | 13.4万股 | +4.0万股+29.64% | 加仓 |
 TECHNIPFMC COMFTI |
| 0.56% | 0.68% | $711.7万 | 10.7万股 | $655.5万 | 9.5万股 | +1.3万股+13.20% | 加仓 |
 钢铁动力STLD |
| 0.56% | 0.56% | $705.5万 | 3.1万股 | $534.9万 | 3.0万股 | +1,033股+3.48% | 加仓 |
 科磊KLAC |
| 0.56% | 0.33% | $702.7万 | 2.3万股 | $320.0万 | 2,173股 | +2.1万股+971.79% | 加仓 |
 微软MSFT |
| 0.56% | 0.68% | $702.4万 | 1.9万股 | $656.5万 | 1.8万股 | +1,095股+6.17% | 加仓 |
 UBIQUITIUI |
| 0.56% | 1.73% | $700.6万 | 1.3万股 | $1,657.2万 | 2.1万股 | -7,850股-37.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.29% | $698.3万 | 2.0万股 | $277.9万 | 9,686股 | +1.0万股+104.05% | 加仓 |
 思科CSCO |
| 0.54% | 0.45% | $683.7万 | 5.8万股 | $431.3万 | 5.6万股 | +2,622股+4.72% | 加仓 |
 超微电脑SMCI |
| 0.54% | 0.75% | $681.4万 | 23.2万股 | $718.6万 | 31.6万股 | -8.3万股-26.38% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 0.53% | 0.53% | $673.3万 | 7,257股 | $512.9万 | 7,023股 | +234股+3.33% | 加仓 |
| MMYRMYRG |
| 0.52% | — | $656.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| CCOCA COLA CONSCOKE |
| 0.5% | 0.67% | $625.0万 | 3.3万股 | $645.0万 | 3.4万股 | -905股-2.69% | 减仓 |
 纽柯钢铁NUE |
| 0.46% | 0.47% | $580.7万 | 2.6万股 | $451.3万 | 2.7万股 | -620股-2.32% | 减仓 |
 Targa资源TRGP |
| 0.44% | 0.53% | $554.9万 | 2.1万股 | $509.8万 | 2.0万股 | +363股+1.79% | 加仓 |
