 Pdd Holdings Inc ADRPDD |
| 17.64% | 18.71% | $3,797.7万 | 49.8万股 | $5,087.1万 | 49.8万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 10.09% | 0.78% | $2,170.9万 | 3.7万股 | $213.2万 | 1.0万股 | +2.7万股+256.58% | 加仓 |
 台积电TSM |
| 9.77% | 12.01% | $2,103.2万 | 4.4万股 | $3,267.3万 | 9.7万股 | -5.3万股-54.45% | 减仓 |
 英伟达NVDA |
| 9.17% | 20.93% | $1,973.3万 | 9.9万股 | $5,691.9万 | 32.6万股 | -22.8万股-69.78% | 减仓 |
| YYUANBAOYB |
| 8.6% | 3.46% | $1,851.0万 | 121.5万股 | $941.7万 | 53.4万股 | +68.1万股+127.52% | 加仓 |
| SSANDISK COMSNDK |
| 7.94% | 1% | $1,709.8万 | 7,520股 | $272.6万 | 4,290股 | +3,230股+75.29% | 加仓 |
 美光科技MU |
| 7.18% | 1.03% | $1,544.4万 | 1.3万股 | $280.7万 | 8,310股 | +5,070股+61.01% | 加仓 |
 博通AVGO |
| 6.14% | 3.91% | $1,321.4万 | 3.5万股 | $1,063.5万 | 3.4万股 | +620股+1.80% | 加仓 |
| IiShares比特币ETFIBIT |
| 3.87% | 0.06% | $832.2万 | 25.0万股 | $15.3万 | 3,993股 | +24.6万股+6,160.86% | 加仓 |
 NEBIUSNBIS |
| 3.27% | — | $703.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 西部数据WDC |
| 3.18% | — | $684.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 泛林集团LRCX |
| 2.95% | — | $635.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 希捷STX |
| 2.26% | — | $485.4万 | 5,030股 | $0 | 0股 | +5,030股 | 新买入 |
 LumentumLITE |
| 1.83% | 4.95% | $394.7万 | 4,600股 | $1,345.8万 | 1.9万股 | -1.5万股-75.98% | 减仓 |
| TTERADYNETER |
| 1.12% | 0.55% | $241.9万 | 5,000股 | $148.2万 | 5,000股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.99% | — | $213.6万 | 4,950股 | $0 | 0股 | +4,950股 | 新买入 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.94% | — | $201.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.85% | — | $182.7万 | 4,600股 | $0 | 0股 | +4,600股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.37% | — | $79.7万 | 3,130股 | $0 | 0股 | +3,130股 | 新买入 |
 应用材料AMAT |
| 0.29% | — | $61.5万 | 850股 | $0 | 0股 | +850股 | 新买入 |
 Arm控股ARM |
| 0.21% | — | $44.3万 | 1,250股 | $0 | 0股 | +1,250股 | 新买入 |
 VENTAS COMVTR |
| 0.15% | 0.02% | $32.2万 | 3,631股 | $4.1万 | 500股 | +3,131股+626.20% | 加仓 |
 PULTEPHM |
| 0.12% | 0.08% | $26.9万 | 1,960股 | $23.1万 | 1,960股 | 00.00% | 持仓不变 |
 AMERICAN HEALTHCARE REITAHR |
| 0.12% | 0.03% | $25.2万 | 4,838股 | $7.4万 | 1,575股 | +3,263股+207.17% | 加仓 |
 CARETRUST REITCTRE |
| 0.11% | — | $23.2万 | 5,738股 | $0 | 0股 | +5,738股 | 新买入 |
 WELLTOWER COMWELL |
| 0.1% | 0.03% | $22.4万 | 988股 | $8.9万 | 449股 | +539股+120.04% | 加仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.09% | 0.04% | $19.9万 | 1.7万股 | $11.8万 | 7,450股 | +9,300股+124.83% | 加仓 |
 D R HORTONDHI |
| 0.08% | 0.05% | $17.5万 | 1,077股 | $14.8万 | 1,077股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 0.08% | — | $17.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.08% | 0.08% | $16.8万 | 938股 | $22.9万 | 1,268股 | -330股-26.03% | 减仓 |
| GGDSGDS |
| 0.06% | — | $13.9万 | 4,640股 | $0 | 0股 | +4,640股 | 新买入 |
 AMERICOLD REALTY TRUSTCOLD |
| 0.06% | 0.04% | $13.7万 | 8,730股 | $10.0万 | 8,730股 | 00.00% | 持仓不变 |
 Host酒店HST |
| 0.06% | 0.08% | $12.8万 | 5,395股 | $21.8万 | 1.1万股 | -6,000股-52.65% | 减仓 |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.06% | 0.03% | $12.2万 | 9,200股 | $8.7万 | 4,400股 | +4,800股+109.09% | 加仓 |
 IRON MTN DEL COMIRM |
| 0.05% | 0.02% | $10.3万 | 815股 | $4.6万 | 455股 | +360股+79.12% | 加仓 |
 EquinixEQIX |
| 0.04% | 0.1% | $8.3万 | 80股 | $26.2万 | 267股 | -187股-70.04% | 减仓 |
 VICI PPTYS COMVICI |
| 0.03% | 0.02% | $6.1万 | 2,296股 | $6.3万 | 2,296股 | 00.00% | 持仓不变 |
| KKEBEKE |
| 0.03% | 0.02% | $5.8万 | 4,000股 | $6.0万 | 4,000股 | 00.00% | 持仓不变 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.03% | 15.57% | $5.4万 | 870股 | $4,233.5万 | 44.4万股 | -44.3万股-99.80% | 减仓 |
