 礼来LLY |
| 14.87% | 2.99% | $3,393.8万 | 2.8万股 | $509.1万 | 5,535股 | +2.3万股+411.20% | 加仓 |
 台积电TSM |
| 11.62% | 12.06% | $2,652.0万 | 5.6万股 | $2,052.9万 | 6.1万股 | -5,213股-8.58% | 减仓 |
 特斯拉TSLA |
| 8.62% | 11.76% | $1,967.3万 | 4.7万股 | $2,001.2万 | 5.4万股 | -7,059股-13.11% | 减仓 |
 英伟达NVDA |
| 6.05% | — | $1,380.6万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 应用材料AMAT |
| 5.23% | — | $1,194.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| HHUT 8HUT |
| 4.5% | — | $1,027.9万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 FIRST SOLAR COMFSLR |
| 4.3% | — | $980.5万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 4.2% | — | $959.6万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 卡梅科CCJ |
| 4.1% | 6.16% | $936.9万 | 9.2万股 | $1,048.3万 | 9.7万股 | -4,537股-4.70% | 减仓 |
 RobinhoodHOOD |
| 4.06% | — | $927.7万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 Bloom EnergyBE |
| 4.03% | 2.87% | $920.1万 | 3.0万股 | $488.7万 | 3.6万股 | -5,671股-15.72% | 减仓 |
| VVanEck ETF信托OIH |
| 3.65% | 5.11% | $832.7万 | 2.2万股 | $870.5万 | 2.2万股 | +847股+3.93% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 3.39% | — | $774.0万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| BBITDEER TECHNOLOGIESBTDR |
| 2.77% | — | $633.1万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
| C花旗集团C |
| 2.56% | — | $583.3万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 2.54% | — | $579.8万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 泛林集团LRCX |
| 2.47% | — | $564.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 NubankNU |
| 2.25% | — | $513.6万 | 38.4万股 | $0 | 0股 | +38.4万股 | 新买入 |
 CF INDSCF |
| 2.01% | — | $458.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| IIBMIBM |
| 1.93% | — | $441.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 BWX科技BWXT |
| 1.78% | 2.93% | $406.2万 | 2.1万股 | $499.2万 | 2.4万股 | -3,542股-14.51% | 减仓 |
| WWOLFSPEEDWOLF |
| 1.67% | — | $380.8万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| CCANTOR EQUITY PARTNERS II IN |
| 1.1% | 1.19% | $250.3万 | 18.7万股 | $203.1万 | 18.7万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.18% | — | $42.1万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| SSPDR道富系列信托 |
| 0.12% | — | $27.1万 | 3,472股 | $0 | 0股 | +3,472股 | 新买入 |
