| IiShares比特币ETFIBIT |
| 12.08% | 15.88% | $5,950.8万 | 178.8万股 | $6,867.8万 | 178.8万股 | 00.00% | 持仓不变 |
 希捷STX |
| 9.78% | 4.33% | $4,820.9万 | 5.0万股 | $1,872.8万 | 4.8万股 | +2,152股+4.50% | 加仓 |
 谷歌AGOOGL |
| 8.2% | 14.94% | $4,043.3万 | 11.3万股 | $6,460.2万 | 22.5万股 | -11.2万股-49.64% | 减仓 |
 台积电TSM |
| 6.88% | 5.67% | $3,391.8万 | 7.1万股 | $2,450.9万 | 7.3万股 | -1,499股-2.07% | 减仓 |
| VVNET GROUPVNET |
| 5.5% | 0.1% | $2,708.4万 | 336.9万股 | $43.6万 | 5.2万股 | +331.7万股+6,381.93% | 加仓 |
| TTRIP COMTRPCF |
| 4.3% | 5.16% | $2,121.1万 | 2,150.0万股 | $2,230.3万 | 2,150.0万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 3.86% | 5.13% | $1,900.5万 | 5.2万股 | $2,219.9万 | 5.2万股 | 00.00% | 持仓不变 |
| FFRONTLINE PLC COM USD1FRO |
| 3.79% | 4.17% | $1,866.2万 | 53.6万股 | $1,802.5万 | 51.7万股 | +1.9万股+3.74% | 加仓 |
| QQFIN |
| 3.76% | 3.6% | $1,853.3万 | 2,100.0万股 | $1,557.0万 | 1,800.0万股 | +300.0万股+16.67% | 加仓 |
| IIQIYIIQ |
| 3.7% | 1.9% | $1,822.5万 | 2,000.0万股 | $823.5万 | 900.0万股 | +1,100.0万股+122.22% | 加仓 |
 亚马逊AMZN |
| 3.05% | — | $1,504.6万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| FFINVOLUTION |
| 2.68% | — | $1,319.3万 | 1,500.0万股 | $0 | 0股 | +1,500.0万股 | 新买入 |
| VVishay IntertechnologyVSH |
| 2.42% | — | $1,190.9万 | 600.0万股 | $0 | 0股 | +600.0万股 | 新买入 |
| TTERADYNETER |
| 2.27% | 1.89% | $1,117.5万 | 2.3万股 | $816.4万 | 2.8万股 | -4,443股-16.13% | 减仓 |
| GGDSGDS |
| 2.19% | 3.32% | $1,078.3万 | 35.9万股 | $1,435.8万 | 35.6万股 | +2,727股+0.77% | 加仓 |
 苹果AAPL |
| 1.81% | — | $890.0万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 FULL TRUCK ALLIANCEYMM |
| 1.59% | 3.67% | $781.9万 | 96.3万股 | $1,586.7万 | 191.2万股 | -94.9万股-49.63% | 减仓 |
 JOYYJOYY |
| 1.2% | 1.21% | $590.4万 | 8.9万股 | $521.8万 | 8.9万股 | +95股+0.11% | 加仓 |
 Meta平台META |
| 1.06% | 1.83% | $524.0万 | 9,303股 | $791.7万 | 1.4万股 | -4,535股-32.77% | 减仓 |
 西部数据WDC |
| 1.06% | — | $520.6万 | 8,150股 | $0 | 0股 | +8,150股 | 新买入 |
 京东JD |
| 1% | 1.15% | $492.7万 | 500.0万股 | $499.5万 | 500.0万股 | 00.00% | 持仓不变 |
 NetEase, Inc. ADRNTES |
| 0.95% | — | $467.3万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 CoinbaseCOIN |
| 0.91% | 1.08% | $449.8万 | 500.0万股 | $465.6万 | 500.0万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 0.86% | 1.56% | $426.0万 | 5.6万股 | $673.8万 | 6.6万股 | -1.0万股-15.31% | 减仓 |
| BBEONE MEDICINESONC |
| 0.64% | 0.66% | $313.7万 | 1.1万股 | $285.4万 | 9,610股 | +1,399股+14.56% | 加仓 |
| MMKSMKSI |
| 0.61% | 0.26% | $300.7万 | 6,761股 | $110.9万 | 4,826股 | +1,935股+40.10% | 加仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.58% | — | $285.8万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 相干公司COHR |
| 0.58% | 0.58% | $285.4万 | 7,235股 | $251.4万 | 1.1万股 | -3,318股-31.44% | 减仓 |
 英特尔INTC |
| 0.56% | 0.12% | $277.9万 | 2.0万股 | $53.0万 | 1.2万股 | +7,901股+65.84% | 加仓 |
 科磊KLAC |
| 0.48% | — | $238.7万 | 7,912股 | $0 | 0股 | +7,912股 | 新买入 |
| MMARAMARA |
| 0.43% | 0.5% | $211.0万 | 225.0万股 | $216.5万 | 225.0万股 | 00.00% | 持仓不变 |
 CHINA YUCHAI INTLCYD |
| 0.42% | 0.44% | $205.7万 | 4.3万股 | $190.1万 | 4.9万股 | -5,977股-12.11% | 减仓 |
 应用材料AMAT |
| 0.41% | <0.01% | $204.5万 | 2,828股 | $342 | 1股 | +2,827股+282,700.00% | 加仓 |
| SSEADRILLSDRL |
| 0.41% | 1.03% | $202.8万 | 5.4万股 | $445.0万 | 9.8万股 | -4.4万股-45.16% | 减仓 |
| MMARAMARA |
| 0.41% | 0.41% | $200.9万 | 200.0万股 | $176.9万 | 200.0万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.39% | 0.15% | $191.3万 | 1,796股 | $65.7万 | 927股 | +869股+93.74% | 加仓 |
 GE VernovaGEV |
| 0.39% | 0.03% | $189.7万 | 1,615股 | $11.0万 | 126股 | +1,489股+1,181.75% | 加仓 |
| OONTO INNOVATIONONTO |
| 0.38% | 0.14% | $185.8万 | 4,910股 | $59.3万 | 2,892股 | +2,018股+69.78% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.53% | $182.0万 | 5,152股 | $229.3万 | 7,995股 | -2,843股-35.56% | 减仓 |
| GGARRETT MOTIONGTX |
| 0.35% | 0.12% | $170.4万 | 4.7万股 | $53.4万 | 2.9万股 | +1.8万股+60.20% | 加仓 |
| VVICORVICR |
| 0.29% | — | $141.1万 | 3,714股 | $0 | 0股 | +3,714股 | 新买入 |
 新思科技SNPS |
| 0.26% | 0.13% | $129.0万 | 2,892股 | $57.3万 | 1,446股 | +1,446股+100.00% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.26% | 0.14% | $126.6万 | 3,374股 | $60.3万 | 2,169股 | +1,205股+55.56% | 加仓 |
| SSANDISK COMSNDK |
| 0.25% | 0.72% | $122.8万 | 540股 | $313.4万 | 4,933股 | -4,393股-89.05% | 减仓 |
 自由港麦克莫兰FCX |
| 0.24% | — | $119.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 纽蒙特NEM |
| 0.24% | — | $119.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| NNEW ORIENTAL EDUCATIONEDU |
| 0.24% | 1.68% | $119.4万 | 2.6万股 | $727.9万 | 12.9万股 | -10.3万股-79.77% | 减仓 |
| Q高通QCOM |
| 0.24% | — | $119.1万 | 6,446股 | $0 | 0股 | +6,446股 | 新买入 |
| EElbit Systems LtdESLT |
| 0.23% | 0.04% | $114.0万 | 1,502股 | $15.8万 | 186股 | +1,316股+707.53% | 加仓 |
 贝克休斯BKR |
| 0.21% | — | $105.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
