| S道富SPYM |
| 4.5% | — | $1,921.9万 | 21.9万股 | $0 | 0股 | +21.9万股 | 新买入 |
 英伟达NVDA |
| 4.41% | — | $1,884.9万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 慧与HPEHPE |
| 3.99% | — | $1,704.9万 | 37.8万股 | $0 | 0股 | +37.8万股 | 新买入 |
| SSANDISK COMSNDK |
| 2.82% | — | $1,204.2万 | 5,296股 | $0 | 0股 | +5,296股 | 新买入 |
| PPENGUIN SOLUTIONSPENG |
| 2.72% | — | $1,162.5万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
 FIRST SOLAR COMFSLR |
| 2.37% | — | $1,012.5万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 EQTEQT |
| 2.34% | — | $1,001.0万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
| IIMMUNITYBIOIBRX |
| 2.3% | — | $981.3万 | 112.1万股 | $0 | 0股 | +112.1万股 | 新买入 |
 美光科技MU |
| 2.04% | — | $870.6万 | 7,542股 | $0 | 0股 | +7,542股 | 新买入 |
 AMD超威AMD |
| 1.97% | — | $843.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 博通AVGO |
| 1.92% | — | $821.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 希捷STX |
| 1.79% | — | $763.9万 | 7,916股 | $0 | 0股 | +7,916股 | 新买入 |
 PALO ALTOPANW |
| 1.75% | — | $749.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 西部数据WDC |
| 1.7% | — | $727.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 Meta平台META |
| 1.55% | — | $663.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| FFLUENCE ENERGYFLNC |
| 1.53% | — | $654.1万 | 32.9万股 | $0 | 0股 | +32.9万股 | 新买入 |
 优步UBER |
| 1.51% | — | $647.0万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 科磊KLAC |
| 1.47% | — | $626.6万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 应用材料AMAT |
| 1.45% | — | $621.8万 | 8,600股 | $0 | 0股 | +8,600股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 1.44% | — | $615.7万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 泛林集团LRCX |
| 1.42% | — | $607.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 1.39% | — | $594.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 ServiceNowNOW |
| 1.37% | — | $584.4万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| CCOEUR MNGCDE |
| 1.36% | — | $581.3万 | 35.6万股 | $0 | 0股 | +35.6万股 | 新买入 |
| UUSA RARE EARTH INC COMUSAR |
| 1.26% | — | $539.5万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.2% | — | $511.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| TTERADYNETER |
| 1.16% | — | $494.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ROYAL GOLD COMRGLD |
| 1.1% | — | $468.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 相干公司COHR |
| 1.09% | — | $467.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.04% | — | $444.9万 | 24.8万股 | $0 | 0股 | +24.8万股 | 新买入 |
 ARROW ELECTRSARW |
| 1.01% | — | $430.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 纽蒙特NEM |
| 0.96% | — | $411.2万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 LumentumLITE |
| 0.96% | — | $411.0万 | 4,790股 | $0 | 0股 | +4,790股 | 新买入 |
 安费诺APH |
| 0.87% | — | $373.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.84% | — | $358.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.82% | — | $351.2万 | 8,843股 | $0 | 0股 | +8,843股 | 新买入 |
 QorvoQRVO |
| 0.78% | — | $335.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| FFABRINETFN |
| 0.75% | — | $320.7万 | 5,706股 | $0 | 0股 | +5,706股 | 新买入 |
 苹果AAPL |
| 0.73% | — | $313.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IIBMIBM |
| 0.71% | — | $303.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| NNCR VOYIXVYX |
| 0.68% | — | $290.6万 | 35.6万股 | $0 | 0股 | +35.6万股 | 新买入 |
 CANADIAN SOLAR INC COMCSIQ |
| 0.65% | — | $279.6万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.64% | — | $273.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 微软MSFT |
| 0.6% | — | $254.7万 | 6,829股 | $0 | 0股 | +6,829股 | 新买入 |
 摩托罗拉解决方案MSI |
| 0.59% | — | $251.7万 | 6,061股 | $0 | 0股 | +6,061股 | 新买入 |
| CCLARIVATECLVT |
| 0.52% | — | $220.1万 | 101.9万股 | $0 | 0股 | +101.9万股 | 新买入 |
| PPTC COMPTC |
| 0.46% | — | $195.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| OORUKA THERAPEUTICS INC COMORKA |
| 0.3% | — | $127.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 VESTISVSTS |
| 0.28% | — | $118.0万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 GROCERY OUTLETGO |
| 0.22% | — | $95.9万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
