 迈威尔MRVL |
| 19.2% | 0.11% | $17.72亿 | 594.7万股 | $741.9万 | 7.5万股 | +587.2万股+7,839.73% | 加仓 |
 AMD超威AMD |
| 14.3% | 5.56% | $13.20亿 | 227.2万股 | $3.77亿 | 185.2万股 | +42.0万股+22.68% | 加仓 |
 英特尔INTC |
| 8.49% | 1.54% | $7.83亿 | 561.0万股 | $1.04亿 | 236.5万股 | +324.5万股+137.17% | 加仓 |
 英伟达NVDA |
| 7.24% | 8.82% | $6.68亿 | 333.8万股 | $5.98亿 | 342.9万股 | -9.0万股-2.64% | 减仓 |
| SSpaceXSPCX |
| 5.27% | — | $4.86亿 | 284.4万股 | $0 | 0股 | +284.4万股 | 新买入 |
 博通AVGO |
| 3.86% | 2.19% | $3.56亿 | 94.2万股 | $1.48亿 | 47.8万股 | +46.4万股+96.89% | 加仓 |
 ServiceNowNOW |
| 3.73% | 1.5% | $3.44亿 | 346.9万股 | $1.01亿 | 97.0万股 | +249.8万股+257.45% | 加仓 |
 RobinhoodHOOD |
| 2.64% | 1.75% | $2.43亿 | 242.7万股 | $1.18亿 | 170.7万股 | +72.0万股+42.21% | 加仓 |
 IRENIREN |
| 2.24% | 2.9% | $2.06亿 | 451.5万股 | $1.97亿 | 573.8万股 | -122.3万股-21.31% | 减仓 |
 特斯拉TSLA |
| 1.99% | 4.09% | $1.83亿 | 43.6万股 | $2.77亿 | 74.6万股 | -31.0万股-41.53% | 减仓 |
| SSANDISK COMSNDK |
| 1.83% | 0.33% | $1.68亿 | 7.4万股 | $2,208.4万 | 3.5万股 | +3.9万股+113.18% | 加仓 |
 联合健康UNH |
| 1.54% | 2.46% | $1.42亿 | 34.2万股 | $1.67亿 | 61.6万股 | -27.4万股-44.50% | 减仓 |
| SStrategyMSTR |
| 1.53% | 4.24% | $1.42亿 | 162.8万股 | $2.87亿 | 230.3万股 | -67.5万股-29.32% | 减仓 |
| IIONQIONQ |
| 1.3% | 0.99% | $1.20亿 | 225.4万股 | $6,680.9万 | 231.7万股 | -6.4万股-2.74% | 减仓 |
 亚马逊AMZN |
| 1.29% | 1.38% | $1.19亿 | 49.9万股 | $9,351.8万 | 44.9万股 | +5.0万股+11.05% | 加仓 |
| RROCKET LAB COMRKLB |
| 1.21% | 0.75% | $1.11亿 | 109.5万股 | $5,070.5万 | 79.0万股 | +30.6万股+38.73% | 加仓 |
| IiShares安硕信托IVV |
| 1.18% | 1.33% | $1.09亿 | 14.5万股 | $8,983.1万 | 13.8万股 | +7,383股+5.37% | 加仓 |
| OOKLOOKLO |
| 1.14% | 0.82% | $1.05亿 | 200.6万股 | $5,576.6万 | 112.5万股 | +88.2万股+78.40% | 加仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.73% | 2.37% | $6,779.2万 | 108.2万股 | $1.61亿 | 168.4万股 | -60.1万股-35.71% | 减仓 |
 超微电脑SMCI |
| 0.73% | 0.79% | $6,718.2万 | 229.1万股 | $5,375.4万 | 236.1万股 | -7.0万股-2.97% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.71% | 1.12% | $6,539.2万 | 128.1万股 | $7,561.3万 | 128.1万股 | 00.00% | 持仓不变 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.66% | 0.2% | $6,094.7万 | 61.2万股 | $1,356.6万 | 17.5万股 | +43.7万股+249.65% | 加仓 |
| RRUM GROUP INC CLASS ARUM |
| 0.64% | 0.7% | $5,912.8万 | 932.6万股 | $4,756.4万 | 932.6万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.63% | 1.43% | $5,785.3万 | 39.5万股 | $9,668.4万 | 65.7万股 | -26.2万股-39.93% | 减仓 |
 应用材料AMAT |
| 0.55% | — | $5,100.8万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.57% | $4,843.6万 | 13.7万股 | $3,840.2万 | 13.4万股 | +3,214股+2.40% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.47% | 0.58% | $4,346.5万 | 125.4万股 | $3,922.9万 | 189.0万股 | -63.6万股-33.65% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.46% | 0.19% | $4,281.8万 | 238.8万股 | $1,270.4万 | 80.0万股 | +158.8万股+198.51% | 加仓 |
 微软MSFT |
| 0.46% | 0.67% | $4,216.5万 | 11.3万股 | $4,570.9万 | 12.3万股 | -1.0万股-8.46% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.45% | 0.37% | $4,108.8万 | 123.4万股 | $2,527.1万 | 65.8万股 | +57.6万股+87.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 33.59% | $3,733.9万 | 5.0万股 | $22.76亿 | 350.0万股 | -345.0万股-98.57% | 减仓 |
| TTRULIEVE CANNABIS CORPTRLV |
| 0.4% | — | $3,686.3万 | 375.0万股 | $0 | 0股 | +375.0万股 | 新买入 |
 康宁GLW |
| 0.38% | 0.12% | $3,493.8万 | 13.7万股 | $819.9万 | 6.0万股 | +7.6万股+126.83% | 加仓 |
 帕兰提尔PLTR |
| 0.36% | 0.7% | $3,361.7万 | 28.8万股 | $4,718.5万 | 32.3万股 | -3.4万股-10.67% | 减仓 |
 阿斯麦ASML |
| 0.36% | — | $3,352.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 RIGETTI COMPUTINGRGTI |
| 0.33% | 0.37% | $3,069.4万 | 158.9万股 | $2,491.6万 | 177.5万股 | -18.6万股-10.48% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.33% | 0.02% | $3,050.0万 | 229.7万股 | $127.1万 | 16.0万股 | +213.7万股+1,334.09% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.33% | — | $3,011.7万 | 33.9万股 | $0 | 0股 | +33.9万股 | 新买入 |
 SATELLOGIC INC CLASS ASATL |
| 0.31% | 0.87% | $2,850.3万 | 498.3万股 | $5,876.7万 | 1,080.3万股 | -582.0万股-53.87% | 减仓 |
| AAIR Global PLCAIIR |
| 0.3% | — | $2,785.2万 | 418.2万股 | $0 | 0股 | +418.2万股 | 新买入 |
 ROBLOX CL ARBLX |
| 0.28% | 0.32% | $2,541.0万 | 46.7万股 | $2,199.6万 | 38.9万股 | +7.8万股+20.15% | 加仓 |
 礼来LLY |
| 0.26% | 0.25% | $2,438.0万 | 2.0万股 | $1,668.2万 | 1.8万股 | +2,189股+12.07% | 加仓 |
 希捷STX |
| 0.26% | — | $2,415.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| AAPPLOVINAPP |
| 0.25% | 1.21% | $2,337.0万 | 4.5万股 | $8,216.8万 | 20.6万股 | -16.1万股-78.03% | 减仓 |
 赛富时CRM |
| 0.24% | 0.14% | $2,228.0万 | 14.2万股 | $957.0万 | 5.1万股 | +9.1万股+177.41% | 加仓 |
 NETFLIXNFLX |
| 0.24% | 0.69% | $2,203.1万 | 30.9万股 | $4,655.7万 | 48.4万股 | -17.6万股-36.28% | 减仓 |
 NEBIUSNBIS |
| 0.23% | — | $2,156.7万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 ONDASONDS |
| 0.23% | 0.65% | $2,153.8万 | 261.4万股 | $4,435.1万 | 490.6万股 | -229.2万股-46.72% | 减仓 |
| TTWENTY ONE CAPXXI |
| 0.23% | 0.52% | $2,148.2万 | 434.0万股 | $3,527.2万 | 551.1万股 | -117.1万股-21.25% | 减仓 |
 露露乐蒙LULU |
| 0.23% | 0.1% | $2,094.9万 | 18.3万股 | $657.9万 | 4.3万股 | +14.1万股+326.99% | 加仓 |
