| QQXOQXO |
| 46.71% | 64.38% | $2.08亿 | 1,204.8万股 | $2.12亿 | 1,094.1万股 | +110.7万股+10.12% | 加仓 |
 KENVUE COMKVUE |
| 6.08% | 7.62% | $2,708.0万 | 139.8万股 | $2,516.4万 | 139.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 4.24% | 1.97% | $1,888.4万 | 2.9万股 | $649.0万 | 2.0万股 | +9,726股+49.26% | 加仓 |
 英伟达NVDA |
| 3.93% | 1.86% | $1,752.8万 | 8.8万股 | $615.5万 | 3.5万股 | +5.2万股+148.23% | 加仓 |
| F第一信托·USTCIBR |
| 3.34% | 1.99% | $1,489.2万 | 16.6万股 | $656.8万 | 10.5万股 | +6.1万股+58.18% | 加仓 |
 台积电TSM |
| 3.15% | 1% | $1,401.9万 | 2.9万股 | $331.2万 | 9,800股 | +2.0万股+199.53% | 加仓 |
| GGlobal X基金DTCR |
| 3.07% | — | $1,366.4万 | 45.0万股 | $0 | 0股 | +45.0万股 | 新买入 |
| F第一信托交易所交易基金FPX |
| 3.06% | 2.01% | $1,362.7万 | 7.1万股 | $664.2万 | 4.1万股 | +3.0万股+75.03% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 3.03% | 1.99% | $1,348.8万 | 14.9万股 | $655.8万 | 8.2万股 | +6.7万股+81.71% | 加仓 |
 谷歌AGOOGL |
| 2.91% | 1.67% | $1,298.9万 | 3.6万股 | $550.3万 | 1.9万股 | +1.7万股+89.91% | 加仓 |
 ShopifySHOP |
| 2.57% | 1.11% | $1,146.0万 | 10.0万股 | $366.5万 | 3.1万股 | +6.9万股+224.81% | 加仓 |
 微软MSFT |
| 2.4% | 1.5% | $1,067.8万 | 2.9万股 | $493.9万 | 1.3万股 | +1.5万股+114.55% | 加仓 |
 DatadogDDOG |
| 2.34% | 1.43% | $1,041.4万 | 4.0万股 | $472.2万 | 4.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.89% | 1.11% | $840.9万 | 1.5万股 | $367.7万 | 6,426股 | +8,502股+132.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.78% | 1.95% | $791.5万 | 2.2万股 | $642.6万 | 2.2万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 1.37% | 1.1% | $610.8万 | 2.4万股 | $362.0万 | 2.4万股 | 00.00% | 持仓不变 |
 第一资本COF |
| 1.27% | — | $567.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 博通AVGO |
| 1.22% | — | $545.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| KKINSALE CAPKNSL |
| 1.04% | 1.45% | $461.7万 | 1.4万股 | $478.3万 | 1.4万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.76% | 0.91% | $340.7万 | 8,100股 | $301.1万 | 8,100股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 0.74% | 0.73% | $329.2万 | 9,800股 | $239.9万 | 9,800股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.69% | 1.22% | $307.1万 | 3.2万股 | $401.5万 | 3.2万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.65% | 0.73% | $288.1万 | 4.0万股 | $240.4万 | 2.5万股 | +1.5万股+61.40% | 加仓 |
 ServiceNowNOW |
| 0.61% | 0.86% | $270.5万 | 2.7万股 | $284.9万 | 2.7万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.35% | — | $156.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.34% | 0.62% | $152.6万 | 2.0万股 | $204.4万 | 2.0万股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.3% | — | $131.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| KKALTURA INC COMKLTR |
| 0.13% | 0.17% | $59.1万 | 45.4万股 | $55.4万 | 45.4万股 | 00.00% | 持仓不变 |
| NNEUMORA THERAPEUTICS INC. COMNMRA |
| 0.06% | 0.09% | $26.9万 | 15.8万股 | $30.9万 | 15.8万股 | 00.00% | 持仓不变 |
