| SSANDISK COMSNDK |
| 5.9% | 4.46% | $5,669.1万 | 2.5万股 | $3,496.9万 | 5.5万股 | -3.0万股-54.55% | 减仓 |
 AMD超威AMD |
| 5.63% | 0.21% | $5,402.5万 | 9.3万股 | $162.7万 | 8,000股 | +8.5万股+1,062.50% | 加仓 |
| SSEZZLESEZL |
| 3.84% | 2.42% | $3,690.0万 | 21.5万股 | $1,898.7万 | 30.0万股 | -8.5万股-28.33% | 减仓 |
| TTERAWULF COMWULF |
| 2.47% | 1.93% | $2,368.6万 | 96.6万股 | $1,512.0万 | 105.0万股 | -8.4万股-8.00% | 减仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 2.36% | 1.9% | $2,266.6万 | 32.5万股 | $1,491.4万 | 35.0万股 | -2.5万股-7.14% | 减仓 |
| EEBAY COMEBAY |
| 2.32% | 1.63% | $2,226.2万 | 20.1万股 | $1,278.8万 | 14.1万股 | +6.1万股+43.06% | 加仓 |
| SSUNRUNRUN |
| 2.23% | 1.96% | $2,140.8万 | 160.0万股 | $1,539.1万 | 113.5万股 | +46.5万股+40.97% | 加仓 |
| EEVERPURE CL AEVPR |
| 2.15% | — | $2,066.6万 | 26.3万股 | $0 | 0股 | +26.3万股 | 新买入 |
| VVIAVI SOLUTIONSVIAV |
| 1.94% | 1.7% | $1,862.3万 | 39.0万股 | $1,331.6万 | 40.0万股 | -1.0万股-2.50% | 减仓 |
 Arm控股ARM |
| 1.73% | 0.35% | $1,662.4万 | 4.7万股 | $272.3万 | 1.8万股 | +2.9万股+161.11% | 加仓 |
| SSHOALS TECHNOLOGIES INSHLS |
| 1.72% | 1.9% | $1,648.4万 | 166.5万股 | $1,487.1万 | 226.0万股 | -59.5万股-26.33% | 减仓 |
 亚马逊AMZN |
| 1.71% | 4.09% | $1,644.5万 | 6.9万股 | $3,207.4万 | 15.4万股 | -8.5万股-55.19% | 减仓 |
 United TherapeuticsUTHR |
| 1.69% | 3.78% | $1,625.5万 | 3.0万股 | $2,964.9万 | 5.0万股 | -2.0万股-40.00% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 1.64% | 2.13% | $1,575.4万 | 46.5万股 | $1,671.7万 | 55.5万股 | -9.0万股-16.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.6% | 1.1% | $1,534.8万 | 4.4万股 | $860.6万 | 3.0万股 | +1.4万股+45.00% | 加仓 |
 PALO ALTOPANW |
| 1.52% | — | $1,463.8万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 TwilioTWLO |
| 1.48% | 0.84% | $1,423.7万 | 6.9万股 | $656.8万 | 5.2万股 | +1.7万股+32.18% | 加仓 |
 ZoomZM |
| 1.42% | 1.09% | $1,363.7万 | 15.8万股 | $854.7万 | 10.6万股 | +5.2万股+49.06% | 加仓 |
| PPRIMORIS SVCSPRIM |
| 1.39% | — | $1,338.4万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
 苹果AAPL |
| 1.35% | 0.97% | $1,300.5万 | 4.5万股 | $761.4万 | 3.0万股 | +1.5万股+50.00% | 加仓 |
| MMODINE MFGMOD |
| 1.25% | 2.52% | $1,201.6万 | 4.5万股 | $1,974.2万 | 9.1万股 | -4.6万股-50.60% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.24% | — | $1,192.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 TD SYNNEXSNX |
| 1.21% | — | $1,162.9万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| BBROOKDALE SR LIVINGBKD |
| 1.16% | 1.64% | $1,110.2万 | 69.0万股 | $1,285.9万 | 94.0万股 | -25.0万股-26.60% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 1.12% | 0.41% | $1,078.2万 | 22.0万股 | $321.4万 | 8.5万股 | +13.5万股+158.82% | 加仓 |
| AALLEGIANT TRAVELALGT |
| 1.1% | — | $1,058.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 OKTA CLASS AOKTA |
| 1.09% | 0.73% | $1,043.8万 | 7.7万股 | $571.4万 | 7.3万股 | +3,900股+5.37% | 加仓 |
 EquinixEQIX |
| 1.09% | 1.49% | $1,042.4万 | 1.0万股 | $1,171.4万 | 1.2万股 | -1,950股-16.32% | 减仓 |
| HHUT 8HUT |
| 1.08% | 0.9% | $1,039.0万 | 9.0万股 | $703.7万 | 15.0万股 | -6.0万股-40.00% | 减仓 |
| AALPS ETF信托AMLP |
| 1.08% | 1.34% | $1,037.0万 | 20.0万股 | $1,052.8万 | 20.0万股 | 00.00% | 持仓不变 |
 OSCAR HEALTHOSCR |
| 1.04% | — | $998.2万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 Bloom EnergyBE |
| 0.98% | 0.22% | $939.9万 | 3.1万股 | $175.3万 | 1.3万股 | +1.8万股+138.46% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.96% | 0.74% | $918.0万 | 37.5万股 | $578.7万 | 45.0万股 | -7.5万股-16.67% | 减仓 |
 NubankNU |
| 0.94% | 1.24% | $900.5万 | 67.5万股 | $970.0万 | 67.5万股 | 00.00% | 持仓不变 |
| FFUELCELL ENERGY INC COM NEWFCEL |
| 0.92% | 0.04% | $885.6万 | 24.5万股 | $29.4万 | 4.5万股 | +20.0万股+444.44% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.9% | — | $865.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 LumentumLITE |
| 0.89% | 0.56% | $852.5万 | 1.0万股 | $436.5万 | 6,200股 | +3,800股+61.29% | 加仓 |
| RREMITLY GLOBALRELY |
| 0.88% | — | $840.4万 | 37.5万股 | $0 | 0股 | +37.5万股 | 新买入 |
 德文能源DVN |
| 0.86% | — | $826.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 博通AVGO |
| 0.83% | 5.51% | $792.7万 | 2.1万股 | $4,319.0万 | 14.0万股 | -11.9万股-84.95% | 减仓 |
| AALASKA AIRALK |
| 0.82% | 0.77% | $783.0万 | 15.0万股 | $606.9万 | 16.5万股 | -1.5万股-9.09% | 减仓 |
 康宁GLW |
| 0.8% | — | $766.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 FLUORFLR |
| 0.78% | 0.49% | $746.6万 | 14.3万股 | $384.9万 | 8.3万股 | +6.0万股+72.73% | 加仓 |
 福泰制药VRTX |
| 0.78% | — | $745.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| VVERACYTEVCYT |
| 0.76% | 0.51% | $734.1万 | 12.5万股 | $402.6万 | 12.5万股 | 00.00% | 持仓不变 |
| SSEMTECHSMTC |
| 0.76% | 2.83% | $728.3万 | 4.5万股 | $2,220.2万 | 28.9万股 | -24.4万股-84.42% | 减仓 |
 爵士制药JAZZ |
| 0.75% | — | $722.9万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| FFERROGLOBE PLC SHSGSM |
| 0.72% | — | $694.8万 | 218.5万股 | $0 | 0股 | +218.5万股 | 新买入 |
 阿卡迈AKAM |
| 0.69% | — | $662.0万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 甲骨文ORCL |
| 0.69% | — | $659.5万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
