| I景顺QQQ信托VOO |
| 23.79% | 11.77% | $1.29亿 | 17.5万股 | $4,328.9万 | 7.5万股 | +10.0万股+133.33% | 加仓 |
 COURSERACOUR |
| 6.33% | 2.69% | $3,431.9万 | 608.5万股 | $989.4万 | 170.0万股 | +438.5万股+257.94% | 加仓 |
| VVIAVI SOLUTIONSVIAV |
| 5.07% | 3.85% | $2,745.6万 | 57.5万股 | $1,414.4万 | 42.5万股 | +15.0万股+35.29% | 加仓 |
 Arista网络ANET |
| 3.92% | — | $2,123.5万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
| AASANAASAN |
| 3.91% | 2.22% | $2,121.0万 | 303.0万股 | $815.4万 | 127.4万股 | +175.6万股+137.83% | 加仓 |
 HUDSON TECHNOLOGIES INC COMHDSN |
| 3.58% | 5.08% | $1,940.1万 | 338.0万股 | $1,866.9万 | 317.5万股 | +20.5万股+6.46% | 加仓 |
| HHIPPOHIPO |
| 3.36% | 3.54% | $1,822.8万 | 64.5万股 | $1,303.0万 | 50.0万股 | +14.5万股+29.00% | 加仓 |
 ADOBE COMADBE |
| 2.76% | — | $1,496.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 FLUORFLR |
| 2.74% | 3.17% | $1,482.6万 | 28.3万股 | $1,166.3万 | 25.0万股 | +3.3万股+13.20% | 加仓 |
 赛富时CRM |
| 2.66% | — | $1,441.3万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 ENPHASE ENERGY COMENPH |
| 2.5% | 4.11% | $1,354.1万 | 27.5万股 | $1,512.4万 | 40.0万股 | -12.5万股-31.25% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 2.45% | 3.93% | $1,328.0万 | 100.0万股 | $1,447.2万 | 180.0万股 | -80.0万股-44.44% | 减仓 |
| CCOGNEXCGNX |
| 2.27% | 1.67% | $1,231.1万 | 17.0万股 | $612.4万 | 12.5万股 | +4.5万股+36.00% | 加仓 |
| NNEXTDOORNXDR |
| 2.03% | 2.09% | $1,101.0万 | 485.0万股 | $770.0万 | 550.0万股 | -65.0万股-11.82% | 减仓 |
| LLUMEN TECHNOLOGIESLUMN |
| 1.98% | 4.16% | $1,075.2万 | 140.0万股 | $1,529.0万 | 220.0万股 | -80.0万股-36.36% | 减仓 |
| CCOMSCORE INCSCOR |
| 1.79% | 1.69% | $967.5万 | 131.1万股 | $622.5万 | 89.7万股 | +41.4万股+46.15% | 加仓 |
| NNextPowerNXT |
| 1.65% | — | $893.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.59% | — | $861.4万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| MMATRIX SVC CO COMMTRX |
| 1.51% | 3.01% | $816.4万 | 59.6万股 | $1,107.8万 | 96.5万股 | -36.9万股-38.25% | 减仓 |
| FFRESHWORKSFRSH |
| 1.49% | 4.15% | $809.6万 | 80.0万股 | $1,525.7万 | 190.0万股 | -110.0万股-57.89% | 减仓 |
 CALIXCALX |
| 1.41% | — | $765.1万 | 20.5万股 | $0 | 0股 | +20.5万股 | 新买入 |
| AAEVEX CORPAVEX |
| 1.31% | — | $710.3万 | 34.0万股 | $0 | 0股 | +34.0万股 | 新买入 |
 安费诺APH |
| 1.3% | — | $705.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 BLACKLINEBL |
| 1.3% | 3.12% | $701.8万 | 25.0万股 | $1,147.0万 | 31.0万股 | -6.0万股-19.35% | 减仓 |
| OORION GROUP HLDGS INC COMORN |
| 1.29% | 1.3% | $698.0万 | 41.5万股 | $479.6万 | 44.0万股 | -2.5万股-5.68% | 减仓 |
| AADTRANADTN |
| 1.28% | 2.74% | $695.0万 | 50.0万股 | $1,006.4万 | 80.0万股 | -30.0万股-37.50% | 减仓 |
| AAMBARELLAAMBA |
| 1.27% | 1.82% | $686.4万 | 8.0万股 | $669.2万 | 13.0万股 | -5.0万股-38.46% | 减仓 |
 COGNYTE SOFTWARECGNT |
| 1.23% | 2.73% | $667.3万 | 76.0万股 | $1,004.4万 | 124.0万股 | -48.0万股-38.71% | 减仓 |
 思科CSCO |
| 1.19% | 4.75% | $646.0万 | 5.5万股 | $1,745.8万 | 22.5万股 | -17.0万股-75.56% | 减仓 |
 FERRARI COMRACE |
| 1.17% | — | $632.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 英伟达NVDA |
| 1.11% | — | $600.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| AAPPLIED AEROSPACE & DEFENSEAADX |
| 1.05% | — | $569.5万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 TRANSALTATAC |
| 1.02% | 1.69% | $553.2万 | 40.0万股 | $622.3万 | 47.5万股 | -7.5万股-15.79% | 减仓 |
 NETFLIXNFLX |
| 0.92% | — | $499.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 Bloom EnergyBE |
| 0.84% | 1.84% | $454.1万 | 1.5万股 | $677.5万 | 5.0万股 | -3.5万股-70.00% | 减仓 |
| FFIGMAFIG |
| 0.83% | 1.44% | $452.3万 | 25.0万股 | $528.5万 | 25.0万股 | 00.00% | 持仓不变 |
 SnowflakeSNOW |
| 0.7% | — | $381.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 FIRST SOLAR COMFSLR |
| 0.65% | 0.54% | $353.9万 | 1.5万股 | $197.3万 | 1.0万股 | +5,000股+50.00% | 加仓 |
| EELASTICESTC |
| 0.53% | 2.04% | $285.1万 | 5.0万股 | $749.9万 | 15.0万股 | -10.0万股-66.67% | 减仓 |
| GGUARDIAN METAL RESGMTL |
| 0.52% | <0.01% | $280.2万 | 20.0万股 | $1.7万 | 1,000股 | +19.9万股+19,900.00% | 加仓 |
| AANGI INC CL A NEWANGI |
| 0.48% | 1.15% | $262.3万 | 44.1万股 | $421.3万 | 61.5万股 | -17.4万股-28.31% | 减仓 |
 Arm控股ARM |
| 0.33% | — | $177.3万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| AAMPLITUDEAMPL |
| 0.28% | 0.93% | $153.0万 | 20.0万股 | $341.0万 | 50.0万股 | -30.0万股-60.00% | 减仓 |
| HHARTE HANKSHHS |
| 0.25% | 0.39% | $137.2万 | 63.5万股 | $142.3万 | 62.7万股 | +8,000股+1.28% | 加仓 |
 AVIAT NETWORKS INC COM NEWAVNW |
| 0.2% | — | $111.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| SSUNPOWER INC COMSPWR |
| 0.13% | 0.22% | $68.7万 | 100.0万股 | $82.6万 | 65.0万股 | +35.0万股+53.85% | 加仓 |
