 美光科技MU |
| 7.38% | — | $1,731.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 AMD超威AMD |
| 5.94% | — | $1,394.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 XOMETRYXMTR |
| 5.59% | 6.91% | $1,312.7万 | 13.6万股 | $878.5万 | 21.5万股 | -7.9万股-36.77% | 减仓 |
| LLIGHTPATH TECHNOLOGIESLPTH |
| 4.6% | 3.15% | $1,079.1万 | 66.0万股 | $401.2万 | 40.0万股 | +26.0万股+65.00% | 加仓 |
 SITIMESITM |
| 4.58% | 5.54% | $1,075.1万 | 1.4万股 | $705.2万 | 2.0万股 | -6,000股-29.38% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 4.54% | 5.08% | $1,066.4万 | 7.0万股 | $646.7万 | 7.0万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 4.53% | — | $1,063.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 亚马逊AMZN |
| 4.34% | 7% | $1,018.7万 | 4.3万股 | $890.1万 | 4.3万股 | 00.00% | 持仓不变 |
 TIMKENTKR |
| 4.33% | 5.53% | $1,017.2万 | 7.0万股 | $704.0万 | 7.0万股 | 00.00% | 持仓不变 |
| IIMPINJPI |
| 4.33% | 5.69% | $1,017.1万 | 7.1万股 | $724.0万 | 7.0万股 | +518股+0.73% | 加仓 |
| SSEA SPONSORD ADSSE |
| 4.08% | — | $958.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 德州仪器TXN |
| 4.06% | — | $953.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 博通AVGO |
| 4.02% | 6.07% | $942.9万 | 2.5万股 | $772.5万 | 2.5万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 4.01% | 5.58% | $941.1万 | 2.5万股 | $709.4万 | 2.5万股 | +180股+0.72% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 3.93% | — | $923.1万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 3.86% | — | $905.6万 | 57.5万股 | $0 | 0股 | +57.5万股 | 新买入 |
 Arista网络ANET |
| 3.62% | — | $849.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 英伟达NVDA |
| 3.49% | 4.24% | $818.2万 | 4.1万股 | $538.7万 | 3.1万股 | +1.0万股+32.37% | 加仓 |
 Meta平台META |
| 3.3% | 6.19% | $775.7万 | 1.4万股 | $787.8万 | 1.4万股 | 00.00% | 持仓不变 |
 JFROGFROG |
| 3.1% | — | $727.0万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 MONGODB CL AMDB |
| 2.92% | 2% | $685.2万 | 2.0万股 | $254.6万 | 1.0万股 | +1.0万股+96.15% | 加仓 |
 谷歌AGOOGL |
| 2.54% | 3.77% | $596.1万 | 1.7万股 | $479.7万 | 1.7万股 | 00.00% | 持仓不变 |
| EEVERCOREEVR |
| 2.5% | 4.98% | $587.6万 | 1.7万股 | $633.1万 | 2.1万股 | -4,000股-18.86% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 2.21% | — | $519.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 VAIL RESORTSMTN |
| 1.16% | — | $272.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| BBEAM THERAPEUTICSBEAM |
| 1.02% | 4.87% | $240.2万 | 7.0万股 | $619.7万 | 26.0万股 | -19.0万股-73.08% | 减仓 |
