| FFABRINETFN |
| 10.54% | 12.57% | $1,911.1万 | 3.4万股 | $1,303.8万 | 2.5万股 | +9,000股+36.00% | 加仓 |
 天弘CLS |
| 9.26% | 8.69% | $1,678.0万 | 4.6万股 | $901.3万 | 3.2万股 | +1.4万股+43.75% | 加仓 |
| CCOMFORT SYS USAFIX |
| 7.76% | 8.11% | $1,407.2万 | 7,100股 | $841.2万 | 6,100股 | +1,000股+16.39% | 加仓 |
| OONTO INNOVATIONONTO |
| 7.51% | 7.12% | $1,362.4万 | 3.6万股 | $738.3万 | 3.6万股 | 00.00% | 持仓不变 |
 SITIMESITM |
| 6.58% | — | $1,192.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 DIODESDIOD |
| 5.61% | — | $1,017.8万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 5.47% | 3.19% | $991.2万 | 5.3万股 | $331.2万 | 3.4万股 | +1.9万股+55.88% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 5.35% | — | $969.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 4.41% | 4.22% | $800.0万 | 2.4万股 | $437.9万 | 3.9万股 | -1.5万股-38.46% | 减仓 |
| MMASTECMTZ |
| 4.36% | — | $790.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 西部数据WDC |
| 4.23% | — | $766.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 VertivVRT |
| 4.06% | 5.8% | $736.6万 | 2.2万股 | $601.4万 | 2.4万股 | -2,000股-8.33% | 减仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 2.97% | — | $538.9万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| FFORMFACTORFORM |
| 2.91% | — | $527.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| AAVEPOINTAVPT |
| 2.91% | 1.74% | $526.9万 | 47.0万股 | $180.7万 | 19.0万股 | +28.0万股+147.37% | 加仓 |
 美光科技MU |
| 2.55% | — | $461.7万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| LLEGENCELGN |
| 2.4% | 8.17% | $434.7万 | 5.1万股 | $846.9万 | 15.0万股 | -9.9万股-66.00% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 2.25% | — | $408.7万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| AAXT·INCAXTI |
| 1.99% | — | $360.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 1.93% | 2.89% | $349.5万 | 1.3万股 | $299.6万 | 1.3万股 | 00.00% | 持仓不变 |
| SSHOALS TECHNOLOGIES INSHLS |
| 1.37% | — | $247.5万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 COGNYTE SOFTWARECGNT |
| 1.13% | 4.29% | $205.1万 | 23.4万股 | $444.7万 | 54.9万股 | -31.5万股-57.45% | 减仓 |
| IInvestment Managers Ser Tr INVDS |
| 0.75% | — | $136.4万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| BBACKBLAZEBLZE |
| 0.66% | — | $119.0万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 ONESPAN INC COMOSPN |
| 0.61% | 0.32% | $110.0万 | 7.7万股 | $33.3万 | 3.2万股 | +4.5万股+142.22% | 加仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 0.43% | 0.64% | $77.4万 | 15.0万股 | $66.0万 | 11.0万股 | +4.0万股+36.36% | 加仓 |
| DDirexion股票ETF信托 |
| 0.02% | — | $3.3万 | 125股 | $0 | 0股 | +125股 | 新买入 |
