| SSPDR标普500 ETFSPY |
| 2.46% | 2.08% | $22.32亿 | 298.9万股 | $16.24亿 | 249.7万股 | +49.2万股+19.70% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.92% | 0.96% | $17.38亿 | 639.0万股 | $7.52亿 | 801.0万股 | -162.0万股-20.23% | 减仓 |
 亚马逊AMZN |
| 1.37% | 1.5% | $12.39亿 | 519.8万股 | $11.70亿 | 561.8万股 | -42.0万股-7.48% | 减仓 |
 阿斯麦ASML |
| 1.32% | 1.01% | $11.95亿 | 60.1万股 | $7.87亿 | 59.6万股 | +4,635股+0.78% | 加仓 |
 AMD超威AMD |
| 1.1% | 0.5% | $10.01亿 | 172.3万股 | $3.91亿 | 192.1万股 | -19.8万股-10.30% | 减仓 |
 美光科技MU |
| 1.1% | 0.47% | $9.97亿 | 86.4万股 | $3.68亿 | 108.8万股 | -22.4万股-20.59% | 减仓 |
 宝洁PG |
| 1.06% | 0.52% | $9.64亿 | 657.6万股 | $4.06亿 | 281.4万股 | +376.2万股+133.71% | 加仓 |
 Arista网络ANET |
| 1.01% | 1.07% | $9.16亿 | 538.9万股 | $8.37亿 | 681.7万股 | -142.8万股-20.95% | 减仓 |
| MMKSMKSI |
| 0.98% | 0.47% | $8.90亿 | 200.1万股 | $3.70亿 | 161.1万股 | +39.0万股+24.20% | 加仓 |
 希捷STX |
| 0.94% | 0.35% | $8.55亿 | 88.6万股 | $2.71亿 | 69.3万股 | +19.3万股+27.80% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.9% | 0.11% | $8.20亿 | 322.1万股 | $8,813.9万 | 58.4万股 | +263.6万股+451.14% | 加仓 |
 台积电TSM |
| 0.88% | 0.85% | $8.00亿 | 167.6万股 | $6.66亿 | 196.9万股 | -29.4万股-14.90% | 减仓 |
 甲骨文ORCL |
| 0.76% | 0.39% | $6.86亿 | 468.2万股 | $3.04亿 | 206.9万股 | +261.2万股+126.24% | 加仓 |
 雷神技术RTX |
| 0.74% | 0.51% | $6.67亿 | 351.6万股 | $3.99亿 | 206.9万股 | +144.7万股+69.94% | 加仓 |
 博通AVGO |
| 0.71% | 0.98% | $6.43亿 | 170.2万股 | $7.62亿 | 246.1万股 | -75.9万股-30.83% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.67% | 0.39% | $6.07亿 | 201.9万股 | $3.07亿 | 123.7万股 | +78.3万股+63.28% | 加仓 |
 应用材料AMAT |
| 0.61% | 0.82% | $5.56亿 | 76.9万股 | $6.43亿 | 188.3万股 | -111.3万股-59.14% | 减仓 |
 强生JNJ |
| 0.61% | 0.18% | $5.49亿 | 216.1万股 | $1.40亿 | 57.4万股 | +158.8万股+276.62% | 加仓 |
 英特尔INTC |
| 0.6% | 0.27% | $5.46亿 | 391.3万股 | $2.12亿 | 480.7万股 | -89.4万股-18.60% | 减仓 |
 Meta平台META |
| 0.57% | 0.87% | $5.21亿 | 92.5万股 | $6.77亿 | 118.3万股 | -25.9万股-21.87% | 减仓 |
 第一资本COF |
| 0.57% | 0.44% | $5.15亿 | 256.7万股 | $3.41亿 | 186.9万股 | +69.8万股+37.37% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.53% | 0.37% | $4.78亿 | 826.6万股 | $2.88亿 | 500.0万股 | +326.5万股+65.30% | 加仓 |
 联合健康UNH |
| 0.51% | 0.27% | $4.64亿 | 111.7万股 | $2.08亿 | 77.0万股 | +34.7万股+45.09% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.51% | 0.03% | $4.63亿 | 1,414.5万股 | $2,658.2万 | 101.0万股 | +1,313.6万股+1,301.09% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.51% | 0.82% | $4.61亿 | 100.4万股 | $6.38亿 | 131.6万股 | -31.2万股-23.72% | 减仓 |
 家得宝HD |
| 0.49% | 0.56% | $4.40亿 | 124.9万股 | $4.41亿 | 134.0万股 | -9.1万股-6.83% | 减仓 |
 德州仪器TXN |
| 0.48% | 0.02% | $4.39亿 | 147.4万股 | $1,714.3万 | 8.8万股 | +138.6万股+1,569.41% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 0.48% | 0.2% | $4.32亿 | 2,488.2万股 | $1.59亿 | 841.0万股 | +1,647.1万股+195.85% | 加仓 |
 BlockXYZ |
| 0.46% | 0.54% | $4.18亿 | 550.4万股 | $4.21亿 | 698.8万股 | -148.4万股-21.24% | 减仓 |
 VisaV |
| 0.46% | 0.33% | $4.18亿 | 121.9万股 | $2.54亿 | 84.0万股 | +37.9万股+45.06% | 加仓 |
| SSANDISK COMSNDK |
| 0.45% | 0.53% | $4.12亿 | 18.1万股 | $4.15亿 | 65.2万股 | -47.1万股-72.26% | 减仓 |
 星座品牌STZ |
| 0.44% | 0.43% | $3.95亿 | 283.9万股 | $3.34亿 | 222.6万股 | +61.3万股+27.52% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.41% | 0.46% | $3.73亿 | 18.8万股 | $3.61亿 | 26.2万股 | -7.3万股-27.99% | 减仓 |
| OONTO INNOVATIONONTO |
| 0.41% | 0.32% | $3.68亿 | 97.2万股 | $2.47亿 | 120.4万股 | -23.1万股-19.23% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.4% | 0.28% | $3.67亿 | 684.7万股 | $2.21亿 | 448.4万股 | +236.2万股+52.67% | 加仓 |
| BBANK OF AMERBAC |
| 0.37% | 0.35% | $3.33亿 | 584.2万股 | $2.76亿 | 565.2万股 | +19.0万股+3.36% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 0.37% | 0.42% | $3.31亿 | 979.4万股 | $3.26亿 | 991.3万股 | -12.0万股-1.21% | 减仓 |
 EquinixEQIX |
| 0.36% | 0.67% | $3.29亿 | 31.5万股 | $5.24亿 | 53.5万股 | -21.9万股-41.03% | 减仓 |
 谷歌AGOOGL |
| 0.35% | 0.42% | $3.22亿 | 90.0万股 | $3.29亿 | 114.5万股 | -24.4万股-21.36% | 减仓 |
 阿卡迈AKAM |
| 0.34% | 0.49% | $3.13亿 | 264.6万股 | $3.81亿 | 331.8万股 | -67.2万股-20.25% | 减仓 |
 新闻集团NWSA |
| 0.34% | 0.52% | $3.04亿 | 1,225.1万股 | $4.02亿 | 1,613.6万股 | -388.6万股-24.08% | 减仓 |
 西方石油OXY |
| 0.34% | 0.29% | $3.04亿 | 625.7万股 | $2.23亿 | 343.8万股 | +281.9万股+81.98% | 加仓 |
 PPL COMPPL |
| 0.33% | 0.28% | $3.04亿 | 835.5万股 | $2.16亿 | 565.9万股 | +269.5万股+47.63% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.33% | 0.22% | $3.02亿 | 315.5万股 | $1.71亿 | 206.4万股 | +109.1万股+52.88% | 加仓 |
 特斯拉TSLA |
| 0.32% | 0.2% | $2.88亿 | 68.6万股 | $1.59亿 | 42.8万股 | +25.8万股+60.29% | 加仓 |
 英伟达NVDA |
| 0.32% | 1.93% | $2.88亿 | 144.0万股 | $15.03亿 | 861.6万股 | -717.6万股-83.28% | 减仓 |
 PALO ALTOPANW |
| 0.31% | 0.17% | $2.80亿 | 82.1万股 | $1.36亿 | 85.1万股 | -3.1万股-3.58% | 减仓 |
 万事达MA |
| 0.3% | 0.07% | $2.76亿 | 53.8万股 | $5,454.0万 | 10.9万股 | +42.9万股+392.75% | 加仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.3% | 0.04% | $2.70亿 | 502.6万股 | $3,200.8万 | 177.8万股 | +324.7万股+182.62% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.3% | 0.23% | $2.70亿 | 944.7万股 | $1.82亿 | 704.3万股 | +240.4万股+34.13% | 加仓 |
