| Q高通QCOM |
| 26.97% | 23.64% | $7,943.1万 | 42.6万股 | $5,640.6万 | 44.3万股 | -1.7万股-3.77% | 减仓 |
 AMD超威AMD |
| 10.07% | 6.47% | $2,966.5万 | 5.1万股 | $1,544.1万 | 7.7万股 | -2.5万股-33.16% | 减仓 |
 ServiceNowNOW |
| 5.56% | 7.4% | $1,638.3万 | 16.8万股 | $1,764.9万 | 16.6万股 | +1,425股+0.86% | 加仓 |
 美国运通AXP |
| 3.41% | 3.76% | $1,005.0万 | 3.0万股 | $898.0万 | 3.0万股 | -209股-0.70% | 减仓 |
| DDirexion股票ETF信托FAS |
| 3.14% | 3.09% | $923.6万 | 6.2万股 | $737.9万 | 6.4万股 | -1,885股-2.93% | 减仓 |
 亚马逊AMZN |
| 2.92% | 3.01% | $858.9万 | 3.6万股 | $718.4万 | 3.5万股 | +1,022股+2.94% | 加仓 |
 甲骨文ORCL |
| 2.65% | 3.58% | $781.2万 | 5.3万股 | $854.8万 | 6.0万股 | -6,472股-10.81% | 减仓 |
 泛林集团LRCX |
| 2.6% | 1.56% | $765.8万 | 1.8万股 | $373.0万 | 1.8万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 2.49% | 3.92% | $734.0万 | 30.4万股 | $934.6万 | 33.3万股 | -2.8万股-8.49% | 减仓 |
 礼来LLY |
| 2.15% | 2.02% | $634.0万 | 5,248股 | $481.1万 | 5,247股 | +1股+0.02% | 加仓 |
 迈威尔MRVL |
| 1.83% | 0.69% | $538.0万 | 1.8万股 | $165.8万 | 1.8万股 | +592股+3.38% | 加仓 |
 ShopifySHOP |
| 1.44% | 2.87% | $424.3万 | 3.7万股 | $684.6万 | 5.9万股 | -2.2万股-37.36% | 减仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 1.43% | — | $421.0万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 赛富时CRM |
| 1.38% | 1.91% | $406.9万 | 2.6万股 | $456.4万 | 2.4万股 | +1,774股+7.26% | 加仓 |
 微软MSFT |
| 1.33% | 1.54% | $390.7万 | 1.1万股 | $367.7万 | 1.0万股 | +513股+5.12% | 加仓 |
 WASTE MGMT DELWM |
| 1.28% | 1.62% | $378.4万 | 1.7万股 | $387.0万 | 1.7万股 | 00.00% | 持仓不变 |
| EEXTREME NETWORKSEXTR |
| 1.28% | — | $376.6万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 英伟达NVDA |
| 1.17% | 1.25% | $345.3万 | 1.7万股 | $298.0万 | 1.7万股 | -39股-0.22% | 减仓 |
| NNAVITAS SEMICONDUCTORNVTS |
| 1.11% | 0.51% | $326.0万 | 18.7万股 | $122.3万 | 15.0万股 | +3.6万股+24.20% | 加仓 |
 好市多COST |
| 1% | 1.22% | $295.6万 | 3,146股 | $291.9万 | 2,946股 | +200股+6.79% | 加仓 |
| WWOLFSPEEDWOLF |
| 0.92% | — | $269.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 诺和诺德NVO |
| 0.9% | 0.85% | $264.4万 | 5.5万股 | $201.7万 | 5.6万股 | -777股-1.39% | 减仓 |
 苹果AAPL |
| 0.84% | 0.95% | $247.6万 | 8,595股 | $225.9万 | 9,069股 | -474股-5.23% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.79% | 0.83% | $234.0万 | 13.1万股 | $197.0万 | 12.6万股 | +4,769股+3.78% | 加仓 |
 福泰制药VRTX |
| 0.79% | 0.88% | $233.5万 | 4,710股 | $208.9万 | 4,710股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.79% | 0.8% | $233.3万 | 4.1万股 | $189.8万 | 4.0万股 | +1,051股+2.65% | 加仓 |
 威廉姆斯WMB |
| 0.78% | 0.99% | $228.4万 | 3.0万股 | $235.5万 | 3.2万股 | -2,100股-6.49% | 减仓 |
| FFIGMAFIG |
| 0.64% | 0.83% | $187.5万 | 10.4万股 | $199.1万 | 9.5万股 | +9,546股+10.06% | 加仓 |
| UUnityU |
| 0.64% | 0.72% | $187.5万 | 6.6万股 | $173.0万 | 7.9万股 | -1.3万股-16.48% | 减仓 |
 帕兰提尔PLTR |
| 0.61% | 1.48% | $181.1万 | 1.5万股 | $352.6万 | 2.5万股 | -9,420股-37.93% | 减仓 |
 优步UBER |
| 0.58% | 0.83% | $171.7万 | 2.3万股 | $198.5万 | 2.8万股 | -4,600股-16.42% | 减仓 |
| SSHOALS TECHNOLOGIES INSHLS |
| 0.57% | 0.47% | $168.1万 | 17.1万股 | $112.6万 | 17.6万股 | -5,026股-2.86% | 减仓 |
 VERICELVCEL |
| 0.57% | 0.6% | $167.5万 | 3.8万股 | $142.2万 | 4.5万股 | -6,375股-14.27% | 减仓 |
 PHOTRONICSPLAB |
| 0.57% | — | $166.7万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.55% | $151.8万 | 2,034股 | $130.5万 | 2,033股 | +1股+0.05% | 加仓 |
 威瑞森VZ |
| 0.49% | 0.89% | $143.1万 | 3.3万股 | $213.1万 | 4.3万股 | -9,230股-21.62% | 减仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.46% | 1.11% | $136.2万 | 5.3万股 | $264.3万 | 10.4万股 | -5.1万股-49.19% | 减仓 |
| FFATPIPE INC UTFATN |
| 0.46% | — | $134.4万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.42% | 0.34% | $122.2万 | 4,830股 | $81.8万 | 5,430股 | -600股-11.05% | 减仓 |
| IINTELLIA THERAPEUTICSNTLA |
| 0.4% | 0.37% | $117.8万 | 7.1万股 | $88.6万 | 7.1万股 | +122股+0.17% | 加仓 |
 超微电脑SMCI |
| 0.39% | 0.37% | $114.5万 | 3.9万股 | $88.6万 | 4.1万股 | -2,100股-5.14% | 减仓 |
 HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX |
| 0.37% | — | $107.6万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 艾伯维ABBV |
| 0.37% | 0.39% | $107.5万 | 4,254股 | $92.1万 | 4,253股 | +1股+0.02% | 加仓 |
 波音BA |
| 0.36% | 0.38% | $105.4万 | 4,883股 | $90.8万 | 4,683股 | +200股+4.27% | 加仓 |
| IIMMUNITYBIOIBRX |
| 0.35% | 0.17% | $102.6万 | 11.9万股 | $40.5万 | 5.5万股 | +6.3万股+114.36% | 加仓 |
| TTEMPUS AITEM |
| 0.35% | 0.69% | $102.1万 | 1.8万股 | $164.4万 | 3.7万股 | -2.0万股-52.22% | 减仓 |
 达登饭店DRI |
| 0.34% | 0.4% | $100.6万 | 4,905股 | $95.4万 | 4,905股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.33% | 0.37% | $98.3万 | 3,530股 | $89.3万 | 3,730股 | -200股-5.36% | 减仓 |
 美光科技MU |
| 0.33% | 0.12% | $97.1万 | 837股 | $27.8万 | 849股 | -12股-1.41% | 减仓 |
| IiShares安硕信托IVV |
| 0.33% | 0.36% | $96.9万 | 1,292股 | $85.8万 | 1,330股 | -38股-2.86% | 减仓 |
