 亚马逊AMZN |
| 15.4% | 4.1% | $6,170.6万 | 25.9万股 | $1,228.8万 | 5.9万股 | +20.0万股+338.81% | 加仓 |
 微软MSFT |
| 6.99% | 16.31% | $2,801.0万 | 7.5万股 | $4,882.6万 | 13.2万股 | -5.7万股-43.07% | 减仓 |
 英伟达NVDA |
| 6.64% | 0.73% | $2,659.3万 | 13.3万股 | $218.0万 | 1.3万股 | +12.0万股+963.25% | 加仓 |
 REDDIT CL ARDDT |
| 4.09% | 4.52% | $1,640.3万 | 9.5万股 | $1,353.2万 | 10.1万股 | -6,000股-5.97% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.86% | 0.63% | $1,547.4万 | 5.7万股 | $189.8万 | 2.0万股 | +3.7万股+181.39% | 加仓 |
 AFFIRM COM CL AAFRM |
| 3.61% | 4.9% | $1,448.1万 | 17.8万股 | $1,468.4万 | 32.0万股 | -14.3万股-44.59% | 减仓 |
 博通AVGO |
| 2.94% | 2.17% | $1,178.6万 | 3.1万股 | $650.0万 | 2.1万股 | +1.0万股+48.57% | 加仓 |
 台积电TSM |
| 2.89% | 1.68% | $1,155.7万 | 2.4万股 | $503.5万 | 1.5万股 | +9,300股+62.42% | 加仓 |
 CompassCOMP |
| 2.74% | 2.18% | $1,097.6万 | 89.0万股 | $653.1万 | 89.3万股 | -3,237股-0.36% | 减仓 |
| SSEA SPONSORD ADSSE |
| 2.73% | 2.43% | $1,094.3万 | 11.4万股 | $726.4万 | 8.8万股 | +2.6万股+30.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.61% | 0.48% | $1,045.5万 | 1.4万股 | $143.1万 | 2,200股 | +1.2万股+536.36% | 加仓 |
 DAVEDAVE |
| 2.51% | 2.29% | $1,006.0万 | 2.7万股 | $685.7万 | 3.9万股 | -1.2万股-31.45% | 减仓 |
 波音BA |
| 2.44% | 2.59% | $976.3万 | 4.5万股 | $776.2万 | 3.9万股 | +6,100股+15.64% | 加仓 |
| IiShares安硕信托TLT |
| 2.37% | 2.03% | $950.6万 | 11.0万股 | $606.8万 | 7.0万股 | +4.0万股+57.14% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.19% | — | $875.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| FFIGMAFIG |
| 1.95% | 0.5% | $779.2万 | 43.1万股 | $148.3万 | 7.0万股 | +36.1万股+513.86% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.7% | — | $681.8万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 1.31% | 3.61% | $522.8万 | 3,080股 | $1,080.6万 | 6,250股 | -3,170股-50.72% | 减仓 |
 NETFLIXNFLX |
| 1.3% | — | $521.2万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 可口可乐KO |
| 1.3% | — | $520.9万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 CELSIUSCELH |
| 1.21% | — | $483.1万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.19% | — | $477.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 阿里巴巴BABA |
| 1.15% | 0.46% | $460.7万 | 4.8万股 | $138.0万 | 1.1万股 | +3.7万股+336.36% | 加仓 |
 VanEck ETF信托SMH |
| 1.15% | 1.28% | $459.1万 | 7,000股 | $383.4万 | 1.0万股 | -3,000股-30.00% | 减仓 |
 特斯拉TSLA |
| 0.89% | 0.99% | $357.5万 | 8,500股 | $297.4万 | 8,000股 | +500股+6.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | — | $353.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 永利度假村WYNN |
| 0.82% | — | $330.1万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 0.79% | 0.18% | $314.7万 | 20.0万股 | $54.4万 | 3.8万股 | +16.2万股+423.90% | 加仓 |
 COMSTOCK RESCRK |
| 0.75% | — | $301.4万 | 20.2万股 | $0 | 0股 | +20.2万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.74% | — | $294.6万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| OOUSTEROUST |
| 0.72% | — | $287.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| DDUOLINGODUOL |
| 0.59% | 3.87% | $235.8万 | 2.1万股 | $1,158.2万 | 11.8万股 | -9.7万股-82.55% | 减仓 |
 ShopifySHOP |
| 0.59% | 0.74% | $235.2万 | 2.1万股 | $220.6万 | 1.9万股 | +2,000股+10.76% | 加仓 |
 美光科技MU |
| 0.58% | 0.51% | $230.9万 | 2,000股 | $152.0万 | 4,500股 | -2,500股-55.56% | 减仓 |
| OONONON |
| 0.57% | 0.32% | $228.5万 | 6.5万股 | $97.0万 | 2.9万股 | +3.6万股+126.32% | 加仓 |
 甲骨文ORCL |
| 0.57% | 2.24% | $227.2万 | 1.6万股 | $669.4万 | 4.6万股 | -3.0万股-65.93% | 减仓 |
 LPL金融LPLA |
| 0.56% | 0.8% | $225.3万 | 8,000股 | $240.7万 | 8,000股 | 00.00% | 持仓不变 |
 ZILLOW CL AZ |
| 0.56% | — | $223.8万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 露露乐蒙LULU |
| 0.56% | 6.8% | $222.7万 | 2.0万股 | $2,036.2万 | 13.3万股 | -11.4万股-85.34% | 减仓 |
 AMD超威AMD |
| 0.55% | — | $220.7万 | 3,800股 | $0 | 0股 | +3,800股 | 新买入 |
| SSPDR SER TR S&PXSD |
| 0.54% | — | $218.3万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
 VistraVST |
| 0.51% | — | $204.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 摩根大通JPM |
| 0.49% | 0.79% | $196.4万 | 6,000股 | $235.3万 | 8,000股 | -2,000股-25.00% | 减仓 |
 耐克NKE |
| 0.48% | 0.88% | $192.9万 | 4.7万股 | $264.6万 | 5.0万股 | -3,100股-6.19% | 减仓 |
 CrowdStrikeCRWD |
| 0.48% | — | $190.8万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
 HESAIHSAI |
| 0.45% | — | $181.7万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| AAPPLOVINAPP |
| 0.45% | 0.4% | $180.3万 | 3,500股 | $119.4万 | 3,000股 | +500股+16.67% | 加仓 |
| DDUTCH BROSBROS |
| 0.45% | 0.41% | $179.5万 | 2.5万股 | $121.3万 | 2.4万股 | +1,055股+4.41% | 加仓 |
 沃尔玛WMT |
| 0.44% | 0.08% | $175.6万 | 1.6万股 | $24.9万 | 2,000股 | +1.4万股+675.00% | 加仓 |
 Meta平台META |
| 0.42% | 0.1% | $169.0万 | 3,000股 | $28.6万 | 500股 | +2,500股+500.00% | 加仓 |
