 美光科技MU |
| 9.56% | 2.37% | $1,544.4万 | 1.3万股 | $303.9万 | 8,995股 | +4,385股+48.75% | 加仓 |
 Bloom EnergyBE |
| 6.28% | 3.07% | $1,014.9万 | 3.4万股 | $394.0万 | 2.9万股 | +4,448股+15.30% | 加仓 |
 英伟达NVDA |
| 6.26% | 8% | $1,010.8万 | 5.1万股 | $1,027.2万 | 5.9万股 | -8,380股-14.23% | 减仓 |
 苹果AAPL |
| 4.07% | 4.72% | $657.2万 | 2.3万股 | $605.7万 | 2.4万股 | -1,154股-4.84% | 减仓 |
 亚马逊AMZN |
| 4.06% | 4.42% | $655.6万 | 2.8万股 | $567.6万 | 2.7万股 | +250股+0.92% | 加仓 |
 Meta平台META |
| 4.02% | 5.9% | $648.9万 | 1.2万股 | $758.1万 | 1.3万股 | -1,730股-13.06% | 减仓 |
 LumentumLITE |
| 3.56% | 1.48% | $575.8万 | 6,710股 | $190.4万 | 2,710股 | +4,000股+147.60% | 加仓 |
 CrowdStrikeCRWD |
| 3.56% | 2.31% | $574.3万 | 7,525股 | $296.7万 | 7,600股 | -75股-0.99% | 减仓 |
| AAPPLOVINAPP |
| 3.48% | 3.96% | $562.1万 | 1.1万股 | $508.8万 | 1.3万股 | -1,875股-14.67% | 减仓 |
 特斯拉TSLA |
| 3.42% | 4.43% | $552.0万 | 1.3万股 | $568.8万 | 1.5万股 | -2,175股-14.22% | 减仓 |
 博通AVGO |
| 3.08% | 3.36% | $496.7万 | 1.3万股 | $431.8万 | 1.4万股 | -800股-5.73% | 减仓 |
| CCOMFORT SYS USAFIX |
| 3.07% | 2.04% | $495.5万 | 2,500股 | $262.0万 | 1,900股 | +600股+31.58% | 加仓 |
 西部数据WDC |
| 2.74% | — | $442.0万 | 6,920股 | $0 | 0股 | +6,920股 | 新买入 |
 VertivVRT |
| 2.51% | 2.24% | $405.3万 | 1.2万股 | $287.2万 | 1.1万股 | +645股+5.63% | 加仓 |
 NETFLIXNFLX |
| 2.43% | 5.18% | $392.8万 | 5.5万股 | $665.7万 | 6.9万股 | -1.4万股-20.55% | 减仓 |
 AXON ENTERPRISEAXON |
| 2.27% | 2.13% | $367.2万 | 6,550股 | $273.9万 | 6,450股 | +100股+1.55% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.13% | 3.03% | $344.3万 | 7,500股 | $388.9万 | 8,020股 | -520股-6.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.03% | 1.84% | $327.6万 | 9,272股 | $236.1万 | 8,230股 | +1,042股+12.66% | 加仓 |
 NEBIUSNBIS |
| 1.89% | 0.57% | $305.4万 | 1.1万股 | $73.3万 | 7,065股 | +3,995股+56.55% | 加仓 |
 谷歌AGOOGL |
| 1.7% | 1.86% | $274.1万 | 7,670股 | $239.0万 | 8,310股 | -640股-7.70% | 减仓 |
 AMD超威AMD |
| 1.59% | 0.69% | $256.9万 | 4,422股 | $88.9万 | 4,372股 | +50股+1.14% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.55% | 0.82% | $250.1万 | 2,980股 | $105.9万 | 2,600股 | +380股+14.62% | 加仓 |
 天弘CLS |
| 1.51% | 0.94% | $244.4万 | 6,700股 | $121.1万 | 4,300股 | +2,400股+55.81% | 加仓 |
 康宁GLW |
| 1.28% | — | $206.9万 | 8,100股 | $0 | 0股 | +8,100股 | 新买入 |
 帕兰提尔PLTR |
| 1.25% | 3.21% | $201.3万 | 1.7万股 | $412.1万 | 2.8万股 | -1.1万股-38.75% | 减仓 |
 RobinhoodHOOD |
| 1.14% | 1.18% | $183.6万 | 1.8万股 | $151.1万 | 2.2万股 | -3,490股-16.01% | 减仓 |
 泛林集团LRCX |
| 1.08% | 0.65% | $175.1万 | 4,040股 | $83.3万 | 3,900股 | +140股+3.59% | 加仓 |
| AARGANAGX |
| 0.98% | 0.83% | $158.9万 | 1,990股 | $106.2万 | 1,950股 | +40股+2.05% | 加仓 |
 微软MSFT |
| 0.97% | 1.89% | $157.2万 | 4,213股 | $242.2万 | 6,543股 | -2,330股-35.61% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 0.97% | 0.58% | $156.5万 | 1.9万股 | $74.4万 | 242股 | +1.9万股+7,937.19% | 加仓 |
 应用材料AMAT |
| 0.89% | 0.5% | $143.9万 | 1,990股 | $63.9万 | 1,870股 | +120股+6.42% | 加仓 |
 ServiceNowNOW |
| 0.82% | 2.21% | $132.1万 | 1.3万股 | $284.5万 | 2.7万股 | -1.4万股-51.08% | 减仓 |
 万事达MA |
| 0.81% | 1.03% | $131.5万 | 2,560股 | $132.9万 | 2,660股 | -100股-3.76% | 减仓 |
| CCARVANA CL ACVNA |
| 0.8% | 1.35% | $129.3万 | 2.0万股 | $173.9万 | 5,530股 | +1.4万股+255.33% | 加仓 |
 科磊KLAC |
| 0.76% | 0.46% | $122.2万 | 4,050股 | $58.9万 | 400股 | +3,650股+912.50% | 加仓 |
 台积电TSM |
| 0.74% | 0.77% | $119.4万 | 2,500股 | $98.5万 | 2,915股 | -415股-14.24% | 减仓 |
 UNITED RENTALSURI |
| 0.69% | 0.62% | $111.0万 | 980股 | $80.1万 | 1,100股 | -120股-10.91% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.67% | 0.66% | $108.7万 | 2.2万股 | $84.4万 | 2.2万股 | -250股-1.12% | 减仓 |
 星座能源CEG |
| 0.55% | 1% | $89.4万 | 3,600股 | $129.0万 | 4,620股 | -1,020股-22.08% | 减仓 |
 直觉外科ISRG |
| 0.49% | 0.72% | $79.5万 | 2,000股 | $92.2万 | 2,000股 | 00.00% | 持仓不变 |
| SStrategyMSTR |
| 0.46% | 1.44% | $73.9万 | 8,500股 | $184.7万 | 1.5万股 | -6,300股-42.57% | 减仓 |
 IRENIREN |
| 0.46% | 0.48% | $73.6万 | 1.6万股 | $61.6万 | 1.8万股 | -1,859股-10.35% | 减仓 |
| SSANDISK COMSNDK |
| 0.42% | — | $68.2万 | 300股 | $0 | 0股 | +300股 | 新买入 |
 礼来LLY |
| 0.41% | 0.47% | $66.3万 | 553股 | $60.1万 | 653股 | -100股-15.31% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.39% | — | $62.5万 | 2,300股 | $0 | 0股 | +2,300股 | 新买入 |
 BOOKING COMBKNG |
| 0.37% | 0.66% | $59.3万 | 3,325股 | $84.6万 | 201股 | +3,124股+1,554.23% | 加仓 |
 VistraVST |
| 0.34% | 1.28% | $54.9万 | 3,460股 | $164.8万 | 1.1万股 | -7,500股-68.43% | 减仓 |
| RROBINHOOD VENTURES FD IRVI |
| 0.34% | — | $54.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.34% | — | $54.8万 | 3,700股 | $0 | 0股 | +3,700股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.32% | 0.19% | $52.0万 | 5,220股 | $24.3万 | 3,140股 | +2,080股+66.24% | 加仓 |
