| V先锋领航指数基金VOO |
| 14.98% | 2.3% | $8,291.9万 | 11.3万股 | $1,466.0万 | 2.5万股 | +8.7万股+343.31% | 加仓 |
 英特尔INTC |
| 6.88% | 1.77% | $3,808.4万 | 27.3万股 | $1,128.8万 | 25.6万股 | +1.7万股+6.63% | 加仓 |
 VanEck ETF信托SMH |
| 6.4% | — | $3,541.8万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 3.89% | — | $2,154.3万 | 162.2万股 | $0 | 0股 | +162.2万股 | 新买入 |
| RROUNDHILL ETF TRUSTNCLD |
| 3.74% | — | $2,068.5万 | 28.0万股 | $0 | 0股 | +28.0万股 | 新买入 |
 微软MSFT |
| 3.65% | 1.1% | $2,018.0万 | 5.4万股 | $699.6万 | 1.9万股 | +3.5万股+186.24% | 加仓 |
 博通AVGO |
| 3.31% | — | $1,832.1万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 应用材料AMAT |
| 3.03% | — | $1,677.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 超微电脑SMCI |
| 2.7% | 1.82% | $1,495.5万 | 51.0万股 | $1,161.0万 | 51.0万股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 2.54% | — | $1,405.2万 | 6,180股 | $0 | 0股 | +6,180股 | 新买入 |
 台积电TSM |
| 2.14% | 60.02% | $1,183.9万 | 2.5万股 | $3.83亿 | 5.0万股 | -2.5万股-50.10% | 减仓 |
| CCOHUCOHU |
| 2.1% | — | $1,163.0万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
| AAEHR TEST SYSAEHR |
| 2.05% | 0.47% | $1,132.2万 | 11.8万股 | $297.4万 | 8.0万股 | +3.8万股+46.96% | 加仓 |
 美光科技MU |
| 1.98% | 1.18% | $1,096.6万 | 9,500股 | $755.1万 | 2.2万股 | -1.3万股-57.49% | 减仓 |
 EQTEQT |
| 1.91% | — | $1,057.6万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 谷歌AGOOGL |
| 1.89% | 5.01% | $1,045.5万 | 2.9万股 | $3,194.8万 | 11.1万股 | -8.2万股-73.67% | 减仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 1.78% | — | $985.2万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
 英伟达NVDA |
| 1.77% | 1.31% | $979.1万 | 4.9万股 | $833.6万 | 4.8万股 | +1,135股+2.37% | 加仓 |
| SStrategyMSTR |
| 1.69% | — | $934.5万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 CrowdStrikeCRWD |
| 1.61% | 0.71% | $888.3万 | 1.2万股 | $454.4万 | 1.2万股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 1.52% | — | $840.8万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 阿斯麦ASML |
| 1.51% | 1.21% | $835.6万 | 4,200股 | $771.4万 | 5,840股 | -1,640股-28.08% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.43% | 0.49% | $790.4万 | 5.3万股 | $309.6万 | 3.7万股 | +1.7万股+45.75% | 加仓 |
 PALO ALTOPANW |
| 1.42% | — | $783.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 财捷INTU |
| 1.29% | — | $712.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 家得宝HD |
| 1.17% | — | $648.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 通用汽车GM |
| 1.14% | — | $633.6万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 Bloom EnergyBE |
| 1.13% | 0.39% | $628.1万 | 2.1万股 | $248.6万 | 1.8万股 | +2,400股+13.08% | 加仓 |
 RobinhoodHOOD |
| 1.07% | 0.97% | $590.6万 | 5.9万股 | $616.1万 | 8.9万股 | -3.0万股-33.75% | 减仓 |
| AASE TECHNOLOGYASX |
| 1.04% | — | $577.1万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 泛林集团LRCX |
| 1.01% | — | $558.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 LumentumLITE |
| 1% | 0.89% | $552.2万 | 6,435股 | $569.2万 | 8,100股 | -1,665股-20.56% | 减仓 |
| SSpaceXSPCX |
| 0.96% | — | $529.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.95% | — | $524.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 帕兰提尔PLTR |
| 0.92% | 0.61% | $511.0万 | 4.4万股 | $387.6万 | 2.7万股 | +1.7万股+65.28% | 加仓 |
 NEBIUSNBIS |
| 0.92% | 0.26% | $508.2万 | 1.8万股 | $162.9万 | 1.6万股 | +2,700股+17.20% | 加仓 |
| AACM RESHACMR |
| 0.87% | — | $478.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 AMD超威AMD |
| 0.79% | 2.21% | $435.7万 | 7,500股 | $1,409.8万 | 6.9万股 | -6.2万股-89.18% | 减仓 |
| PPROPETROPUMP |
| 0.79% | — | $434.5万 | 30.3万股 | $0 | 0股 | +30.3万股 | 新买入 |
| VVICORVICR |
| 0.77% | — | $427.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| BBoxBOX |
| 0.76% | — | $420.7万 | 15.9万股 | $0 | 0股 | +15.9万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.74% | — | $408.8万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| AAPPLOVINAPP |
| 0.7% | 0.86% | $389.5万 | 7,560股 | $551.6万 | 1.4万股 | -6,300股-45.45% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.66% | — | $366.7万 | 8,500股 | $0 | 0股 | +8,500股 | 新买入 |
| TTERADYNETER |
| 0.59% | — | $324.2万 | 6,700股 | $0 | 0股 | +6,700股 | 新买入 |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.51% | 0.24% | $284.5万 | 36.2万股 | $155.4万 | 30.5万股 | +5.6万股+18.41% | 加仓 |
 Arm控股ARM |
| 0.5% | — | $276.6万 | 7,800股 | $0 | 0股 | +7,800股 | 新买入 |
| FFERMIFRMI |
| 0.49% | 0.08% | $271.4万 | 29.6万股 | $53.1万 | 9.1万股 | +20.5万股+225.96% | 加仓 |
| OOKLOOKLO |
| 0.49% | 0.21% | $271.1万 | 5.2万股 | $130.9万 | 2.6万股 | +2.5万股+96.21% | 加仓 |
| BBACKBLAZEBLZE |
| 0.48% | — | $265.0万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
