 美光科技MU |
| 33.03% | 21.77% | $1.53亿 | 13.3万股 | $5,422.3万 | 16.1万股 | -2.8万股-17.45% | 减仓 |
 美光科技MU |
| 19.94% | — | $9,234.3万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 莫德纳MRNA |
| 10.51% | 13.15% | $4,867.1万 | 69.5万股 | $3,276.6万 | 64.5万股 | +5.0万股+7.75% | 加仓 |
 AMD超威AMD |
| 6.27% | — | $2,904.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 英特尔INTC |
| 6.03% | 6.2% | $2,792.6万 | 20.0万股 | $1,544.6万 | 35.0万股 | -15.0万股-42.86% | 减仓 |
 博通AVGO |
| 4.08% | 6.21% | $1,888.8万 | 5.0万股 | $1,547.6万 | 5.0万股 | 00.00% | 持仓不变 |
 哔哩哔哩BILI |
| 3.68% | 9.06% | $1,703.0万 | 100.0万股 | $2,256.0万 | 100.0万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 3.02% | — | $1,396.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.85% | 0.47% | $1,319.5万 | 13.0万股 | $117.1万 | 1.0万股 | +12.0万股+1,200.00% | 加仓 |
 AMD超威AMD |
| 2.51% | 15.72% | $1,161.8万 | 2.0万股 | $3,916.0万 | 19.3万股 | -17.3万股-89.61% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 1.24% | 3.08% | $572.1万 | 7.5万股 | $766.4万 | 7.5万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.21% | 1.15% | $559.8万 | 3.8万股 | $286.9万 | 2.0万股 | +1.9万股+95.90% | 加仓 |
 PAYPAL COMPYPL |
| 0.98% | 1.91% | $453.4万 | 10.5万股 | $474.9万 | 10.5万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.93% | 0.81% | $429.6万 | 17.5万股 | $201.0万 | 7.0万股 | +10.5万股+150.00% | 加仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.72% | 0.83% | $334.3万 | 25.2万股 | $207.7万 | 13.2万股 | +12.0万股+90.81% | 加仓 |
 CROCSCROX |
| 0.52% | 1.02% | $241.3万 | 2.0万股 | $254.0万 | 3.1万股 | -1.1万股-34.64% | 减仓 |
 美盛MOS |
| 0.46% | 1.02% | $211.9万 | 10.0万股 | $255.0万 | 10.0万股 | 00.00% | 持仓不变 |
| RROCKET LAB COMRKLB |
| 0.44% | — | $203.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 0.32% | 6.37% | $146.2万 | 1.0万股 | $1,585.5万 | 9.1万股 | -8.1万股-88.99% | 减仓 |
 Xpeng Inc ADRXPEV |
| 0.3% | 0.72% | $139.0万 | 10.5万股 | $179.7万 | 10.5万股 | 00.00% | 持仓不变 |
 DocuSignDOCU |
| 0.29% | 0.57% | $133.3万 | 3.0万股 | $142.2万 | 3.0万股 | 00.00% | 持仓不变 |
| TTEMPUS AITEM |
| 0.25% | 0.36% | $115.9万 | 2.0万股 | $90.4万 | 2.0万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.19% | — | $89.4万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| PPETROLEO BRASILEIROPBR |
| 0.19% | 0.45% | $87.8万 | 6.0万股 | $112.5万 | 6.0万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.05% | 0.08% | $22.1万 | 525股 | $19.5万 | 525股 | 00.00% | 持仓不变 |
| CCEA INDUSTRIESBNC |
| 0.01% | 0.03% | $6.8万 | 2.5万股 | $7.3万 | 2.5万股 | 00.00% | 持仓不变 |
