 美光科技MU |
| 13.33% | 4.95% | $2,148.7万 | 1.9万股 | $562.6万 | 1.7万股 | +1,961股+11.77% | 加仓 |
 迈威尔MRVL |
| 8.28% | 4.27% | $1,334.1万 | 4.5万股 | $485.7万 | 4.9万股 | -4,256股-8.68% | 减仓 |
 谷歌AGOOGL |
| 6.33% | 7.65% | $1,019.6万 | 2.9万股 | $868.9万 | 3.0万股 | -1,683股-5.57% | 减仓 |
 英伟达NVDA |
| 5.91% | 7.38% | $952.8万 | 4.8万股 | $838.4万 | 4.8万股 | -459股-0.95% | 减仓 |
 帕兰提尔PLTR |
| 5.06% | 9.72% | $816.1万 | 7.0万股 | $1,104.3万 | 7.5万股 | -5,544股-7.34% | 减仓 |
 TECHNIPFMC COMFTI |
| 4.63% | 7.28% | $746.2万 | 11.3万股 | $827.3万 | 12.0万股 | -7,129股-5.96% | 减仓 |
 Bloom EnergyBE |
| 3.24% | 1.28% | $521.5万 | 1.7万股 | $144.9万 | 1.1万股 | +6,536股+61.12% | 加仓 |
 GE VernovaGEV |
| 3.13% | 3.65% | $505.0万 | 4,298股 | $414.9万 | 4,753股 | -455股-9.57% | 减仓 |
 AMD超威AMD |
| 3.08% | 1.03% | $496.3万 | 8,544股 | $116.5万 | 5,728股 | +2,816股+49.16% | 加仓 |
 亚马逊AMZN |
| 2.97% | 4.17% | $478.3万 | 2.0万股 | $474.3万 | 2.3万股 | -2,704股-11.87% | 减仓 |
| SSPDR黄金信托GLD |
| 2.55% | 4.73% | $411.7万 | 1.1万股 | $537.9万 | 1.3万股 | -1,326股-10.61% | 减仓 |
 博通AVGO |
| 2.36% | 3.38% | $380.1万 | 1.0万股 | $384.0万 | 1.2万股 | -2,347股-18.92% | 减仓 |
 礼来LLY |
| 2.32% | — | $374.7万 | 3,124股 | $0 | 0股 | +3,124股 | 新买入 |
 LumentumLITE |
| 2.29% | 0.48% | $369.9万 | 4,311股 | $54.2万 | 771股 | +3,540股+459.14% | 加仓 |
| CCOMFORT SYS USAFIX |
| 2.29% | 2.34% | $368.4万 | 1,859股 | $265.7万 | 1,927股 | -68股-3.53% | 减仓 |
 微软MSFT |
| 2.23% | 3.48% | $359.5万 | 9,638股 | $395.0万 | 1.1万股 | -1,033股-9.68% | 减仓 |
 斯伦贝谢SLB |
| 2.09% | 2.92% | $337.2万 | 7.3万股 | $331.3万 | 6.4万股 | +8,061股+12.50% | 加仓 |
| LLIBERTY ENERGYLBRT |
| 1.7% | 2.91% | $274.7万 | 10.5万股 | $330.9万 | 11.5万股 | -9,991股-8.70% | 减仓 |
 Arista网络ANET |
| 1.64% | 2.05% | $264.9万 | 1.6万股 | $233.4万 | 1.9万股 | -3,414股-17.96% | 减仓 |
 希捷STX |
| 1.59% | 1.06% | $255.7万 | 2,650股 | $120.5万 | 3,076股 | -426股-13.85% | 减仓 |
 西部数据WDC |
| 1.55% | 0.83% | $249.9万 | 3,912股 | $94.6万 | 3,496股 | +416股+11.90% | 加仓 |
| IiShares比特币ETFIBIT |
| 1.45% | 3.08% | $233.9万 | 7.0万股 | $350.2万 | 9.1万股 | -2.1万股-22.91% | 减仓 |
 OWENS CORNING NEW COMOC |
| 1.45% | 0.44% | $233.2万 | 1.5万股 | $50.1万 | 4,626股 | +1.0万股+217.14% | 加仓 |
 苹果AAPL |
| 1.37% | 1.71% | $221.4万 | 7,651股 | $194.1万 | 7,649股 | +2股+0.03% | 加仓 |
 泛林集团LRCX |
| 1.32% | — | $212.2万 | 4,896股 | $0 | 0股 | +4,896股 | 新买入 |
 特斯拉TSLA |
| 1.22% | 1.46% | $196.0万 | 4,661股 | $165.4万 | 4,448股 | +213股+4.79% | 加仓 |
 Meta平台META |
| 1.05% | 2.73% | $169.7万 | 3,013股 | $310.5万 | 5,427股 | -2,414股-44.48% | 减仓 |
| IiShares安硕信托SHV |
| 0.96% | 1.37% | $155.1万 | 1.4万股 | $155.1万 | 1.4万股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 0.86% | 0.23% | $138.6万 | 9,488股 | $26.7万 | 2,038股 | +7,450股+365.55% | 加仓 |
 BUNGE GLOBALBG |
| 0.79% | — | $127.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.78% | 1.39% | $126.5万 | 1.3万股 | $158.0万 | 2.0万股 | -7,683股-37.68% | 减仓 |
 南方铜业SCCO |
| 0.78% | 0.96% | $125.1万 | 7,181股 | $108.5万 | 6,307股 | +874股+13.86% | 加仓 |
| DDeckersSGVT |
| 0.74% | 1.11% | $119.9万 | 1.2万股 | $126.4万 | 1.3万股 | -551股-4.36% | 减仓 |
| AASTERA LABSALAB |
| 0.73% | — | $117.5万 | 2,433股 | $0 | 0股 | +2,433股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.7% | 0.86% | $112.8万 | 1,511股 | $98.3万 | 1,511股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.69% | 0.38% | $111.1万 | 3,318股 | $43.2万 | 1,723股 | +1,595股+92.57% | 加仓 |
 LENNARLEN |
| 0.64% | — | $103.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 MAGNOLIA OIL & GASMGY |
| 0.6% | 1.08% | $97.3万 | 3.8万股 | $123.2万 | 3.9万股 | -1,001股-2.56% | 减仓 |
 NEBIUSNBIS |
| 0.51% | — | $81.6万 | 2,956股 | $0 | 0股 | +2,956股 | 新买入 |
 TENARIS S A SPONSORED ADSTS |
| 0.5% | — | $80.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.47% | — | $75.7万 | 2,906股 | $0 | 0股 | +2,906股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 0.45% | 0.49% | $73.0万 | 3.0万股 | $55.7万 | 4.3万股 | -1.3万股-31.14% | 减仓 |
 VanEck ETF信托SMH |
| 0.4% | 0.33% | $63.7万 | 971股 | $37.2万 | 971股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 0.37% | 0.61% | $60.3万 | 355股 | $69.2万 | 400股 | -45股-11.25% | 减仓 |
 3M COMMMM |
| 0.37% | 0.47% | $60.0万 | 3,706股 | $53.8万 | 3,706股 | 00.00% | 持仓不变 |
| QQXOQXO |
| 0.32% | — | $50.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.31% | — | $50.6万 | 3,412股 | $0 | 0股 | +3,412股 | 新买入 |
 雪佛龙CVX |
| 0.3% | 0.52% | $47.7万 | 2,877股 | $59.5万 | 2,877股 | 00.00% | 持仓不变 |
| AAXT·INCAXTI |
| 0.23% | — | $37.4万 | 5,189股 | $0 | 0股 | +5,189股 | 新买入 |
 慧与HPEHPE |
| 0.19% | — | $31.3万 | 6,939股 | $0 | 0股 | +6,939股 | 新买入 |
