| IISHARES TRIVV |
| 12.05% | 13.21% | $36.3M | 48,512 | $29.0M | 44,471 | +4,041+9.09% | Add |
 Pdd Holdings Inc ADRPDD |
| 5.76% | 12.99% | $17.4M | 227,874 | $28.6M | 279,435 | -51,561-18.45% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.08% | 5.15% | $15.3M | 76,581 | $11.3M | 64,953 | +11,628+17.90% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 4.49% | 4.98% | $13.5M | 18,131 | $10.9M | 16,827 | +1,304+7.75% | Add |
 APPLE INCAAPL |
| 3.67% | 3.26% | $11.1M | 38,212 | $7.2M | 28,272 | +9,940+35.16% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.6% | 1.09% | $10.9M | 9,409 | $2.4M | 7,115 | +2,294+32.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.55% | 0.79% | $7.7M | 13,262 | $1.7M | 8,547 | +4,715+55.17% | Add |
 MICROSOFT CORPMSFT |
| 2.54% | 2.74% | $7.7M | 20,516 | $6.0M | 16,260 | +4,256+26.17% | Add |
 AMAZON COM INCAMZN |
| 2.47% | 2.08% | $7.5M | 31,295 | $4.6M | 21,937 | +9,358+42.66% | Add |
 BROADCOM INCAVGO |
| 2.07% | 1.92% | $6.2M | 16,506 | $4.2M | 13,655 | +2,851+20.88% | Add |
 ALPHABET INCGOOGL |
| 1.9% | 1.5% | $5.7M | 16,039 | $3.3M | 11,474 | +4,565+39.79% | Add |
| AAlphabet Inc Class CGOOG |
| 1.89% | 1.6% | $5.7M | 16,155 | $3.5M | 12,260 | +3,895+31.77% | Add |
| YYUM CHINA HLDGS INCYUMC |
| 1.78% | 3.1% | $5.4M | 131,824 | $6.8M | 138,700 | -6,876-4.96% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.63% | 0.52% | $4.9M | 6,783 | $1.1M | 3,364 | +3,419+101.63% | Add |
 LAM RESEARCH CORPLRCX |
| 1.63% | 0.55% | $4.9M | 11,311 | $1.2M | 5,652 | +5,659+100.12% | Add |
 META PLATFORMS INCMETA |
| 1.6% | 1.7% | $4.8M | 8,570 | $3.7M | 6,550 | +2,020+30.84% | Add |
 INTEL CORPINTC |
| 1.53% | 0.53% | $4.6M | 32,998 | $1.2M | 26,324 | +6,674+25.35% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.47% | 1.25% | $4.4M | 9,286 | $2.7M | 8,105 | +1,181+14.57% | Add |
 TESLA INCTSLA |
| 1.46% | 1.11% | $4.4M | 10,492 | $2.5M | 6,593 | +3,899+59.14% | Add |
| SSANDISK CORP COMSNDK |
| 1.22% | 0.28% | $3.7M | 1,624 | $611,197 | 962 | +662+68.81% | Add |
 KLA CORPKLAC |
| 1.21% | 0.31% | $3.7M | 12,125 | $681,726 | 463 | +11,662+2,518.79% | Add |
 NEWMONT CORPNEM |
| 1.03% | 2% | $3.1M | 33,110 | $4.4M | 40,540 | -7,430-18.33% | Reduce |
 WALMART INCWMT |
| 1.03% | 0.99% | $3.1M | 27,290 | $2.2M | 17,556 | +9,734+55.45% | Add |
 H WORLD GROUP LTDHTHT |
| 1.01% | 1.79% | $3.0M | 72,964 | $3.9M | 78,170 | -5,206-6.66% | Reduce |
 CISCO SYS INCCSCO |
| 0.92% | 0.55% | $2.8M | 23,724 | $1.2M | 15,661 | +8,063+51.48% | Add |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.89% | 0.8% | $2.7M | 8,865 | $1.8M | 7,365 | +1,500+20.37% | Add |
 ASML HLDG NVASML |
| 0.88% | 0.4% | $2.7M | 1,339 | $878,352 | 665 | +674+101.35% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.84% | 0.83% | $2.5M | 2,714 | $1.8M | 1,833 | +881+48.06% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 0.78% | 1.62% | $2.3M | 15,083 | $3.6M | 17,588 | -2,505-14.24% | Reduce |
 FULL TRUCK ALLIANCE CO LTDYMM |
| 0.75% | — | $2.2M | 276,764 | $0 | 0 | +276,764 | New Buy |
 PALO ALTOPANW |
| 0.67% | 0.21% | $2.0M | 5,903 | $461,722 | 2,880 | +3,023+104.97% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.66% | 0.2% | $2.0M | 3,112 | $447,931 | 1,656 | +1,456+87.92% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.63% | 0.82% | $1.9M | 16,330 | $1.8M | 12,256 | +4,074+33.24% | Add |
 TENCENT MUSIC ENTMT GROUPTME |
| 0.63% | 0.94% | $1.9M | 226,808 | $2.1M | 223,866 | +2,942+1.31% | Add |
| KKANZHUN LIMITEDBZ |
| 0.62% | 0.9% | $1.9M | 145,501 | $2.0M | 146,994 | -1,493-1.02% | Reduce |
 NETFLIX INCNFLX |
| 0.61% | 0.78% | $1.8M | 25,859 | $1.7M | 17,831 | +8,028+45.02% | Add |
| BBARRICK MNG CORPGOLD |
| 0.61% | 1.09% | $1.8M | 50,053 | $2.4M | 58,436 | -8,383-14.35% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.58% | 0.14% | $1.8M | 1,814 | $300,088 | 766 | +1,048+136.81% | Add |
 GE VERNOVA INCGEV |
| 0.53% | 0.3% | $1.6M | 1,362 | $668,641 | 766 | +596+77.81% | Add |
| ZZHIHU INCZH |
| 0.53% | 0.86% | $1.6M | 508,019 | $1.9M | 664,671 | -156,652-23.57% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.51% | 0.28% | $1.5M | 5,139 | $625,131 | 3,220 | +1,919+59.60% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.49% | 0.24% | $1.5M | 4,950 | $525,658 | 5,307 | -357-6.73% | Reduce |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.48% | 0.87% | $1.4M | 108,846 | $1.9M | 121,667 | -12,821-10.54% | Reduce |
 LINDE PLCLIN |
| 0.45% | 0.37% | $1.4M | 2,602 | $812,551 | 1,639 | +963+58.76% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.43% | 0.16% | $1.3M | 1,716 | $349,417 | 895 | +821+91.73% | Add |
| SSOHU COM LTDSOHU |
| 0.42% | 0.84% | $1.3M | 104,522 | $1.9M | 119,935 | -15,413-12.85% | Reduce |
| TTAL ED GROUPTAL |
| 0.42% | 0.84% | $1.3M | 131,807 | $1.8M | 162,585 | -30,778-18.93% | Reduce |
 ANGLOGOLD ASHANTI PLCAU |
| 0.41% | 0.79% | $1.2M | 15,183 | $1.7M | 17,747 | -2,564-14.45% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.41% | 0.31% | $1.2M | 3,080 | $679,865 | 2,137 | +943+44.13% | Add |
 AMGEN INC COMAMGN |
| 0.38% | 0.31% | $1.1M | 3,127 | $684,348 | 1,945 | +1,182+60.77% | Add |
