| SSANDISK COMSNDK |
| 4.33% | 1.66% | $1,204.2万 | 5,296股 | $337.6万 | 5,314股 | -18股-0.34% | 减仓 |
| PPENGUIN SOLUTIONSPENG |
| 4.18% | 1.33% | $1,162.5万 | 15.3万股 | $270.1万 | 15.3万股 | -532股-0.35% | 减仓 |
 美光科技MU |
| 3.13% | 1.26% | $870.6万 | 7,542股 | $255.7万 | 7,568股 | -26股-0.34% | 减仓 |
 AMD超威AMD |
| 3.03% | 1.46% | $843.1万 | 1.5万股 | $296.3万 | 1.5万股 | -50股-0.34% | 减仓 |
 希捷STX |
| 2.74% | 1.53% | $763.9万 | 7,916股 | $311.2万 | 7,943股 | -27股-0.34% | 减仓 |
 西部数据WDC |
| 2.61% | 1.52% | $727.3万 | 1.1万股 | $309.1万 | 1.1万股 | -39股-0.34% | 减仓 |
 科磊KLAC |
| 2.25% | 1.51% | $626.6万 | 2.1万股 | $306.9万 | 2,084股 | +1.9万股+896.55% | 加仓 |
 应用材料AMAT |
| 2.23% | 1.45% | $621.8万 | 8,600股 | $294.9万 | 8,629股 | -29股-0.34% | 减仓 |
 泛林集团LRCX |
| 2.18% | 1.48% | $607.1万 | 1.4万股 | $300.4万 | 1.4万股 | -48股-0.34% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 2.13% | 1.53% | $594.1万 | 3.2万股 | $310.5万 | 3.2万股 | -110股-0.35% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.84% | 1.48% | $511.9万 | 1.3万股 | $299.9万 | 1.4万股 | -46股-0.34% | 减仓 |
| TTERADYNETER |
| 1.78% | 1.5% | $494.9万 | 1.0万股 | $304.3万 | 1.0万股 | -35股-0.34% | 减仓 |
 相干公司COHR |
| 1.68% | 1.39% | $467.3万 | 1.2万股 | $283.2万 | 1.2万股 | -41股-0.34% | 减仓 |
 ARROW ELECTRSARW |
| 1.55% | 1.43% | $430.7万 | 2.0万股 | $290.5万 | 2.0万股 | -70股-0.35% | 减仓 |
 LumentumLITE |
| 1.48% | 1.66% | $411.0万 | 4,790股 | $337.7万 | 4,806股 | -16股-0.33% | 减仓 |
 安费诺APH |
| 1.34% | 1.32% | $373.4万 | 2.1万股 | $268.5万 | 2.1万股 | -73股-0.34% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.29% | 1.43% | $358.9万 | 1.0万股 | $290.4万 | 1.0万股 | -35股-0.34% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.26% | 1.39% | $351.2万 | 8,843股 | $282.3万 | 8,873股 | -30股-0.34% | 减仓 |
 FIRST SOLAR COMFSLR |
| 1.25% | 1.44% | $348.3万 | 1.5万股 | $292.1万 | 1.5万股 | -51股-0.34% | 减仓 |
 苹果AAPL |
| 1.23% | 1.48% | $342.1万 | 1.2万股 | $301.0万 | 1.2万股 | -37股-0.31% | 减仓 |
 QorvoQRVO |
| 1.21% | 1.37% | $335.5万 | 3.6万股 | $279.4万 | 3.6万股 | -125股-0.35% | 减仓 |
| FFABRINETFN |
| 1.15% | 1.47% | $320.7万 | 5,706股 | $298.6万 | 5,725股 | -19股-0.33% | 减仓 |
 英伟达NVDA |
| 1.13% | 1.35% | $314.2万 | 1.6万股 | $274.8万 | 1.6万股 | -54股-0.34% | 减仓 |
| IIBMIBM |
| 1.09% | 1.29% | $303.4万 | 1.1万股 | $262.4万 | 1.1万股 | -37股-0.34% | 减仓 |
| NNCR VOYIXVYX |
| 1.04% | 1.11% | $290.6万 | 35.6万股 | $226.0万 | 35.7万股 | -1,239股-0.35% | 减仓 |
 CANADIAN SOLAR INC COMCSIQ |
| 1% | 1.19% | $279.6万 | 17.5万股 | $242.6万 | 17.5万股 | -608股-0.35% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.98% | 1.4% | $273.5万 | 1.4万股 | $284.5万 | 1.4万股 | -47股-0.35% | 减仓 |
 微软MSFT |
| 0.92% | 1.25% | $254.7万 | 6,829股 | $253.6万 | 6,852股 | -23股-0.34% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.9% | 1.3% | $251.7万 | 6,061股 | $263.9万 | 6,082股 | -21股-0.35% | 减仓 |
| CCLARIVATECLVT |
| 0.79% | 1.27% | $220.1万 | 101.9万股 | $258.8万 | 102.3万股 | -3,551股-0.35% | 减仓 |
| PPTC COMPTC |
| 0.7% | 1.21% | $195.0万 | 1.7万股 | $245.4万 | 1.7万股 | -59股-0.34% | 减仓 |
| OORUKA THERAPEUTICS INC COMORKA |
| 0.46% | 0.32% | $127.5万 | 1.3万股 | $65.9万 | 1.3万股 | -46股-0.34% | 减仓 |
 VESTISVSTS |
| 0.42% | 0.32% | $118.0万 | 8.1万股 | $64.1万 | 8.2万股 | -283股-0.35% | 减仓 |
 GROCERY OUTLETGO |
| 0.34% | 0.33% | $95.9万 | 9.6万股 | $68.0万 | 9.6万股 | -334股-0.35% | 减仓 |
 纽威品牌NWL |
| 0.33% | 0.26% | $92.5万 | 15.1万股 | $51.8万 | 15.1万股 | -524股-0.35% | 减仓 |
| AA10 NETWORKSATEN |
| 0.32% | 0.27% | $88.5万 | 2.4万股 | $54.8万 | 2.4万股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 0.31% | 0.3% | $86.7万 | 5,697股 | $60.5万 | 5,716股 | -19股-0.33% | 减仓 |
 美高梅MGM |
| 0.31% | 0.33% | $85.8万 | 1.8万股 | $66.7万 | 1.8万股 | -62股-0.34% | 减仓 |
 CVS健康CVS |
| 0.3% | 0.29% | $84.0万 | 8,123股 | $58.5万 | 8,151股 | -28股-0.34% | 减仓 |
 BORGWARNERBWA |
| 0.29% | 0.33% | $81.9万 | 1.2万股 | $67.1万 | 1.2万股 | -42股-0.34% | 减仓 |
 DAVEDAVE |
| 0.29% | 0.19% | $81.4万 | 2,184股 | $38.1万 | 2,191股 | -7股-0.32% | 减仓 |
 PERFORMANCE FOODPFGC |
| 0.29% | 0.31% | $80.9万 | 7,237股 | $62.2万 | 7,262股 | -25股-0.34% | 减仓 |
| MMBX BIOSCIENCESMBX |
| 0.29% | 0.21% | $79.8万 | 1.4万股 | $43.3万 | 1.5万股 | -50股-0.34% | 减仓 |
| BBRINKER INTLEAT |
| 0.29% | 0.33% | $79.6万 | 4,737股 | $67.9万 | 4,753股 | -16股-0.34% | 减仓 |
 ADVANCE AUTO PARTSAAP |
| 0.28% | 0.33% | $78.9万 | 1.3万股 | $67.2万 | 1.3万股 | -44股-0.35% | 减仓 |
| CCOVISTACVSA |
| 0.28% | 0.36% | $78.0万 | 6,258股 | $72.4万 | 6,279股 | -21股-0.33% | 减仓 |
| FFRONTIERULCC |
| 0.27% | 0.17% | $76.5万 | 9.7万股 | $34.3万 | 9.7万股 | -336股-0.35% | 减仓 |
| EENLIVEN THERAPEUTICSELVN |
| 0.27% | 0.29% | $76.1万 | 1.5万股 | $59.0万 | 1.5万股 | -52股-0.35% | 减仓 |
| R拉夫劳伦RL |
| 0.27% | 0.32% | $75.7万 | 1,887股 | $65.1万 | 1,893股 | -6股-0.32% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.27% | 0.34% | $75.7万 | 952股 | $69.5万 | 955股 | -3股-0.31% | 减仓 |
