| SSANDISK COMSNDK |
| 19.64% | 8.53% | $4,092.7万 | 1.8万股 | $1,143.6万 | 1.8万股 | 00.00% | 持仓不变 |
| CCORE SCIENTIFIC NEWCORZ |
| 9.21% | 6.7% | $1,919.3万 | 75.0万股 | $897.6万 | 60.0万股 | +15.0万股+25.00% | 加仓 |
| LLEGENCELGN |
| 6.75% | 6.53% | $1,406.3万 | 16.5万股 | $875.1万 | 15.5万股 | +1.0万股+6.45% | 加仓 |
 M/I HOMESMHO |
| 6.17% | 6.39% | $1,286.3万 | 8.0万股 | $857.2万 | 7.0万股 | +1.0万股+14.29% | 加仓 |
 应用材料AMAT |
| 5.9% | 5.1% | $1,229.1万 | 1.7万股 | $683.6万 | 2.0万股 | -3,000股-15.00% | 减仓 |
 CloudflareNET |
| 4.71% | 6.16% | $981.1万 | 4.0万股 | $825.4万 | 4.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.42% | 4.29% | $920.4万 | 4.6万股 | $575.5万 | 3.3万股 | +1.3万股+39.39% | 加仓 |
 LumentumLITE |
| 4.12% | 5.24% | $858.1万 | 1.0万股 | $702.8万 | 1.0万股 | 00.00% | 持仓不变 |
| GGALAXY DIGITALGLXY |
| 3.02% | 2.82% | $628.8万 | 23.0万股 | $378.2万 | 20.5万股 | +2.5万股+12.20% | 加仓 |
 亚马逊AMZN |
| 2.86% | 3.88% | $595.9万 | 2.5万股 | $520.7万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 2.83% | 3.44% | $589.1万 | 8,000股 | $461.7万 | 8,000股 | 00.00% | 持仓不变 |
 TURNING PT BRANDSTPB |
| 2.65% | 1.81% | $553.0万 | 6.5万股 | $243.0万 | 2.8万股 | +3.7万股+132.86% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.48% | 1.4% | $516.7万 | 1.9万股 | $187.7万 | 2.0万股 | -1,000股-5.00% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.42% | 4.13% | $504.8万 | 2.5万股 | $553.5万 | 4.5万股 | -2.0万股-44.44% | 减仓 |
| IINFLEQTIONINFQ |
| 1.91% | 1.6% | $397.1万 | 57.8万股 | $214.5万 | 48.5万股 | +9.3万股+19.25% | 加仓 |
 相干公司COHR |
| 1.89% | 3.55% | $394.5万 | 1.0万股 | $476.4万 | 2.0万股 | -1.0万股-50.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 2.14% | $353.3万 | 1.0万股 | $286.9万 | 1.0万股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 1.66% | — | $345.3万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
| PPROPETROPUMP |
| 1.58% | 2.42% | $329.8万 | 23.0万股 | $324.2万 | 22.5万股 | +5,000股+2.22% | 加仓 |
 RobinhoodHOOD |
| 1.44% | — | $300.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 FERRARI COMRACE |
| 1.43% | — | $297.8万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 XOMETRYXMTR |
| 1.39% | — | $289.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| DDOORDASHDASH |
| 1.33% | 1.23% | $276.8万 | 1.5万股 | $165.2万 | 1.1万股 | +4,000股+36.36% | 加仓 |
| FFLEXFLEX |
| 1.17% | — | $243.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 CELSIUSCELH |
| 0.84% | — | $175.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.83% | — | $172.2万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.73% | — | $152.6万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 SYMBOTIC CLASS A COMSYM |
| 0.65% | — | $134.9万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| IINFLEQTIONINFQ |
| 0.64% | 1.46% | $133.2万 | 10.0万股 | $196.2万 | 20.0万股 | -10.0万股-50.00% | 减仓 |
 REDWIRERDW |
| 0.59% | 1.27% | $122.3万 | 10.0万股 | $170.0万 | 20.0万股 | -10.0万股-50.00% | 减仓 |
| AAMTECH SYSASYS |
| 0.55% | — | $115.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.54% | — | $112.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| MMIAMI INTLMIAX |
| 0.53% | — | $111.5万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| EENTEGRISENTG |
| 0.43% | — | $89.9万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| WWOLFSPEEDWOLF |
| 0.35% | — | $72.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| AALPHA & OMEGA SEMICONDUCTORAOSL |
| 0.34% | — | $71.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.33% | 2.82% | $69.1万 | 5,000股 | $378.5万 | 4.0万股 | -3.5万股-87.50% | 减仓 |
