 英伟达NVDA |
| 16.35% | 17.93% | $3,159.0万 | 15.8万股 | $2,741.2万 | 15.7万股 | +700股+0.45% | 加仓 |
 博通AVGO |
| 6.64% | 6.71% | $1,283.6万 | 3.4万股 | $1,026.5万 | 3.3万股 | +815股+2.46% | 加仓 |
 Meta平台META |
| 6.36% | 8.06% | $1,229.3万 | 2.2万股 | $1,231.5万 | 2.2万股 | +298股+1.38% | 加仓 |
 谷歌AGOOGL |
| 6.34% | 6.26% | $1,224.4万 | 3.4万股 | $957.0万 | 3.3万股 | +981股+2.95% | 加仓 |
 亚马逊AMZN |
| 6.16% | 6.59% | $1,190.0万 | 5.0万股 | $1,007.4万 | 4.8万股 | +1,562股+3.23% | 加仓 |
 微软MSFT |
| 5.84% | 7.21% | $1,127.3万 | 3.0万股 | $1,102.5万 | 3.0万股 | +438股+1.47% | 加仓 |
| RROUNDHILL GENERATIVE AI & TECHNOLOGY ETFCHAT |
| 4.08% | 1.1% | $787.6万 | 8.0万股 | $167.9万 | 2.7万股 | +5.3万股+193.99% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.44% | 1.78% | $665.5万 | 12.6万股 | $271.4万 | 8.2万股 | +4.4万股+53.27% | 加仓 |
 苹果AAPL |
| 3.15% | 3.5% | $609.3万 | 2.1万股 | $534.4万 | 2.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 3% | 3.44% | $580.2万 | 1.7万股 | $526.3万 | 1.7万股 | -500股-2.87% | 减仓 |
 台积电TSM |
| 2.94% | 2.53% | $568.8万 | 1.2万股 | $386.4万 | 1.1万股 | +475股+4.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.95% | $556.8万 | 1.6万股 | $451.5万 | 1.6万股 | +20股+0.13% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 2.88% | 2.63% | $556.2万 | 3.4万股 | $401.7万 | 3.6万股 | -1,400股-3.91% | 减仓 |
 VanEck ETF信托SMH |
| 2.56% | 1.4% | $494.1万 | 7,534股 | $213.7万 | 5,574股 | +1,960股+35.16% | 加仓 |
 万事达MA |
| 2.41% | 3.47% | $464.6万 | 9,046股 | $531.2万 | 1.1万股 | -1,585股-14.91% | 减仓 |
| VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS |
| 2.06% | 0.75% | $397.6万 | 4.7万股 | $114.8万 | 2.7万股 | +1.9万股+70.11% | 加仓 |
 好市多COST |
| 1.98% | 2.66% | $382.1万 | 4,085股 | $407.0万 | 4,085股 | 00.00% | 持仓不变 |
| WWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWTAI |
| 1.84% | 0.48% | $355.8万 | 7.5万股 | $74.1万 | 2.6万股 | +4.9万股+185.67% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.82% | 0.6% | $352.0万 | 5,493股 | $92.0万 | 2,800股 | +2,693股+96.18% | 加仓 |
 科磊KLAC |
| 1.47% | 0.91% | $283.6万 | 9,400股 | $138.4万 | 940股 | +8,460股+900.00% | 加仓 |
| V先锋领航指数基金VOO |
| 1.42% | 1.41% | $274.7万 | 3,730股 | $215.3万 | 3,730股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.19% | 0.73% | $229.7万 | 5,300股 | $111.1万 | 5,200股 | +100股+1.92% | 加仓 |
| TTHE ALGER ETF TRUSTALAI |
| 1.17% | 1.01% | $226.0万 | 5.0万股 | $155.0万 | 4.7万股 | +2,600股+5.54% | 加仓 |
| IiShares安硕信托MTUM |
| 1.1% | 0.88% | $212.1万 | 6,187股 | $134.1万 | 5,587股 | +600股+10.74% | 加仓 |
 VertivVRT |
| 1.02% | 0.97% | $197.5万 | 5,900股 | $147.8万 | 5,900股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.94% | 1.28% | $182.3万 | 3,539股 | $195.6万 | 4,915股 | -1,376股-28.00% | 减仓 |
 天弘CLS |
| 0.9% | 0.88% | $173.6万 | 4,760股 | $133.8万 | 4,750股 | +10股+0.21% | 加仓 |
 相干公司COHR |
| 0.9% | 0.69% | $173.6万 | 4,400股 | $104.8万 | 4,400股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.66% | 2.1% | $127.0万 | 3,600股 | $321.7万 | 9,780股 | -6,180股-63.19% | 减仓 |
 阿斯麦ASML |
| 0.64% | 0.54% | $123.3万 | 620股 | $81.9万 | 620股 | 00.00% | 持仓不变 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.54% | 0.25% | $105.1万 | 1.4万股 | $38.4万 | 8,254股 | +5,544股+67.17% | 加仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.53% | — | $103.3万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
 Arista网络ANET |
| 0.49% | 0.42% | $94.5万 | 5,560股 | $64.6万 | 5,260股 | +300股+5.70% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.49% | 0.5% | $94.1万 | 3,500股 | $76.1万 | 3,300股 | +200股+6.06% | 加仓 |
 应用材料AMAT |
| 0.43% | 0.25% | $82.4万 | 1,140股 | $39.0万 | 1,140股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.37% | 0.16% | $71.2万 | 1,226股 | $24.9万 | 1,226股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 0.28% | 0.13% | $53.1万 | 1,100股 | $19.7万 | 1,800股 | -700股-38.89% | 减仓 |
 波音BA |
| 0.22% | 0.22% | $42.6万 | 1,969股 | $34.2万 | 1,719股 | +250股+14.54% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.21% | 0.08% | $40.4万 | 2,000股 | $12.3万 | 1,000股 | +1,000股+100.00% | 加仓 |
 安费诺APH |
| 0.18% | 0.17% | $35.3万 | 2,000股 | $25.3万 | 2,000股 | 00.00% | 持仓不变 |
 NEBIUSNBIS |
| 0.17% | 0.08% | $33.1万 | 1,200股 | $12.5万 | 1,200股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 0.17% | — | $32.7万 | 3,010股 | $0 | 0股 | +3,010股 | 新买入 |
 伍德沃德WWD |
| 0.14% | 0.14% | $27.7万 | 650股 | $21.5万 | 600股 | +50股+8.33% | 加仓 |
| IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT |
| 0.14% | — | $27.2万 | 2,616股 | $0 | 0股 | +2,616股 | 新买入 |
 康宁GLW |
| 0.13% | 0.09% | $25.5万 | 1,000股 | $13.6万 | 1,000股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.11% | 0.11% | $20.7万 | 520股 | $16.5万 | 520股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.11% | 0.39% | $20.6万 | 1,800股 | $59.5万 | 5,013股 | -3,213股-64.09% | 减仓 |
| TTERADYNETER |
| 0.09% | 0.06% | $16.5万 | 340股 | $9.6万 | 325股 | +15股+4.62% | 加仓 |
| FFABRINETFN |
| 0.08% | 0.09% | $14.6万 | 260股 | $13.6万 | 260股 | 00.00% | 持仓不变 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.07% | — | $14.2万 | 500股 | $0 | 0股 | +500股 | 新买入 |
