| G通用动力VTI |
| 42.84% | 42.55% | $1.26亿 | 33.9万股 | $1.08亿 | 33.7万股 | +2,440股+0.72% | 加仓 |
 迈威尔MRVL |
| 4.54% | 3.89% | $1,331.0万 | 4.5万股 | $989.1万 | 10.0万股 | -5.5万股-55.26% | 减仓 |
 KORNIT DIGITALKRNT |
| 3.99% | 4% | $1,168.9万 | 71.9万股 | $1,016.8万 | 69.4万股 | +2.6万股+3.71% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.87% | 3.79% | $1,134.5万 | 4.5万股 | $962.8万 | 4.9万股 | -3,363股-6.90% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.73% | 4.52% | $1,094.2万 | 41.3万股 | $1,146.8万 | 43.8万股 | -2.5万股-5.73% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 3.7% | 4.5% | $1,085.4万 | 20.7万股 | $1,142.4万 | 22.0万股 | -1.3万股-5.73% | 减仓 |
 XPELXPEL |
| 3.44% | 3.32% | $1,006.9万 | 20.3万股 | $843.9万 | 19.1万股 | +1.2万股+6.48% | 加仓 |
| IIPG PHOTONICSIPGP |
| 3.43% | 3.14% | $1,005.4万 | 8.6万股 | $798.2万 | 7.0万股 | +1.6万股+23.03% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 3.16% | 3.71% | $926.0万 | 5.9万股 | $942.1万 | 7.4万股 | -1.5万股-20.67% | 减仓 |
 德州仪器TXN |
| 3.12% | 2.32% | $914.0万 | 3.1万股 | $588.2万 | 3.0万股 | +366股+1.21% | 加仓 |
 谷歌AGOOGL |
| 3.11% | 2.56% | $912.1万 | 2.6万股 | $650.7万 | 2.3万股 | +2,892股+12.78% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.85% | 2.76% | $836.0万 | 9.2万股 | $699.8万 | 10.8万股 | -1.7万股-15.37% | 减仓 |
 亚马逊AMZN |
| 2.25% | 2.2% | $660.0万 | 2.8万股 | $558.3万 | 2.7万股 | +885股+3.30% | 加仓 |
 UNIVERSAL DISPLAYOLED |
| 2.2% | 2.69% | $645.5万 | 7.5万股 | $683.3万 | 7.5万股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 2.19% | — | $641.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 WESTERN ALLIANCE BANCORPWAL |
| 2.18% | 2.75% | $640.4万 | 7.8万股 | $699.1万 | 9.9万股 | -2.1万股-21.04% | 减仓 |
 MASTERCRAFT BOAT HLDGS INC COMMCFT |
| 1.93% | 1.77% | $566.4万 | 21.9万股 | $449.9万 | 21.9万股 | 00.00% | 持仓不变 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 1.93% | 2.59% | $566.1万 | 23.1万股 | $657.8万 | 23.1万股 | 00.00% | 持仓不变 |
| SSECURITY NATL FINL CORP CL A NEWSNFCA |
| 1.89% | 2.68% | $554.8万 | 60.1万股 | $680.2万 | 71.8万股 | -11.6万股-16.21% | 减仓 |
 WINNEBAGO INDSWGO |
| 1.64% | 1.88% | $480.2万 | 15.4万股 | $476.3万 | 15.4万股 | 00.00% | 持仓不变 |
 WHIRLPOOL COMWHR |
| 0.79% | 1.25% | $232.0万 | 5.9万股 | $317.4万 | 5.9万股 | 00.00% | 持仓不变 |
| SSONY SPONSORED ADRSONY |
| 0.47% | 0.24% | $138.9万 | 6.9万股 | $61.1万 | 3.0万股 | +4.0万股+134.61% | 加仓 |
 诺和诺德NVO |
| 0.41% | 0.89% | $120.4万 | 2.5万股 | $225.5万 | 6.0万股 | -3.5万股-58.11% | 减仓 |
 台积电TSM |
| 0.32% | — | $93.6万 | 1,959股 | $0 | 0股 | +1,959股 | 新买入 |
