| SSPDR标普500 ETFSPY |
| 4.17% | 2.88% | $36.52亿 | 489.1万股 | $17.30亿 | 266.0万股 | +223.1万股+83.85% | 加仓 |
 谷歌AGOOGL |
| 3.31% | 4% | $29.03亿 | 812.2万股 | $23.98亿 | 833.9万股 | -21.7万股-2.60% | 减仓 |
 英伟达NVDA |
| 2.92% | 3.47% | $25.56亿 | 1,277.4万股 | $20.82亿 | 1,193.9万股 | +83.4万股+6.99% | 加仓 |
 英特尔INTC |
| 2.85% | 1.67% | $24.92亿 | 1,784.5万股 | $10.01亿 | 2,269.1万股 | -484.7万股-21.36% | 减仓 |
 美光科技MU |
| 2.59% | 1.5% | $22.64亿 | 196.2万股 | $8.99亿 | 266.0万股 | -69.9万股-26.26% | 减仓 |
| I景顺QQQ信托VOO |
| 2.54% | 2.98% | $22.22亿 | 301.8万股 | $17.86亿 | 309.5万股 | -7.7万股-2.47% | 减仓 |
 苹果AAPL |
| 2.36% | 2.37% | $20.67亿 | 714.5万股 | $14.22亿 | 560.5万股 | +154.0万股+27.47% | 加仓 |
 联合健康UNH |
| 2.13% | 2.19% | $18.68亿 | 449.4万股 | $13.14亿 | 485.7万股 | -36.2万股-7.46% | 减仓 |
 特斯拉TSLA |
| 2.05% | 3.1% | $17.96亿 | 427.0万股 | $18.59亿 | 500.2万股 | -73.2万股-14.64% | 减仓 |
 AMD超威AMD |
| 1.89% | 1.13% | $16.58亿 | 285.4万股 | $6.79亿 | 333.8万股 | -48.4万股-14.50% | 减仓 |
 台积电TSM |
| 1.88% | 1.09% | $16.48亿 | 345.1万股 | $6.53亿 | 193.2万股 | +151.9万股+78.64% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.65% | 2.86% | $14.45亿 | 481.1万股 | $17.16亿 | 692.1万股 | -211.0万股-30.49% | 减仓 |
| SSANDISK COMSNDK |
| 1.61% | 0.54% | $14.13亿 | 62.2万股 | $3.22亿 | 50.7万股 | +11.5万股+22.67% | 加仓 |
 微软MSFT |
| 1.48% | 0.94% | $12.92亿 | 346.4万股 | $5.65亿 | 152.5万股 | +193.9万股+127.11% | 加仓 |
 博通AVGO |
| 1.27% | 1.46% | $11.09亿 | 293.6万股 | $8.79亿 | 284.0万股 | +9.6万股+3.39% | 加仓 |
 亚马逊AMZN |
| 1.25% | 1.12% | $10.91亿 | 457.7万股 | $6.71亿 | 322.4万股 | +135.3万股+41.98% | 加仓 |
 PALO ALTOPANW |
| 1.11% | 0.54% | $9.71亿 | 284.7万股 | $3.24亿 | 201.8万股 | +82.9万股+41.07% | 加仓 |
 Arm控股ARM |
| 1.01% | 0.94% | $8.85亿 | 249.6万股 | $5.64亿 | 372.9万股 | -123.3万股-33.06% | 减仓 |
 迈威尔MRVL |
| 1% | 0.54% | $8.73亿 | 293.0万股 | $3.26亿 | 329.6万股 | -36.6万股-11.11% | 减仓 |
 高盛GS |
| 0.98% | 0.88% | $8.54亿 | 84.5万股 | $5.30亿 | 62.7万股 | +21.8万股+34.79% | 加仓 |
 Meta平台META |
| 0.94% | 1.35% | $8.20亿 | 145.5万股 | $8.08亿 | 141.3万股 | +4.3万股+3.02% | 加仓 |
 西部数据WDC |
| 0.87% | 0.63% | $7.64亿 | 119.6万股 | $3.77亿 | 189.4万股 | -69.8万股-36.84% | 减仓 |
 CrowdStrikeCRWD |
| 0.82% | 0.68% | $7.21亿 | 109.1万股 | $4.10亿 | 105.0万股 | +4.1万股+3.90% | 加仓 |
 应用材料AMAT |
| 0.74% | 0.42% | $6.49亿 | 89.8万股 | $2.51亿 | 73.4万股 | +16.4万股+22.28% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.71% | 0.68% | $6.25亿 | 265.0万股 | $4.06亿 | 205.6万股 | +59.4万股+28.91% | 加仓 |
 VertivVRT |
| 0.67% | 0.68% | $5.90亿 | 176.3万股 | $4.09亿 | 163.3万股 | +13.1万股+8.00% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.65% | 0.39% | $5.68亿 | 131.6万股 | $2.33亿 | 141.8万股 | -10.1万股-7.15% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.6% | 0.4% | $5.25亿 | 206.2万股 | $2.39亿 | 158.5万股 | +47.7万股+30.07% | 加仓 |
 Bloom EnergyBE |
| 0.59% | 0.43% | $5.16亿 | 170.5万股 | $2.56亿 | 189.3万股 | -18.8万股-9.94% | 减仓 |
 好市多COST |
| 0.57% | 0.49% | $5.00亿 | 53.4万股 | $2.96亿 | 29.7万股 | +23.7万股+79.70% | 加仓 |
 ADOBE COMADBE |
| 0.55% | 0.71% | $4.81亿 | 234.6万股 | $4.27亿 | 175.7万股 | +58.9万股+33.55% | 加仓 |
 艺电EA |
| 0.53% | 0.83% | $4.62亿 | 225.4万股 | $4.97亿 | 244.0万股 | -18.7万股-7.65% | 减仓 |
 帕兰提尔PLTR |
| 0.52% | 0.73% | $4.55亿 | 390.2万股 | $4.36亿 | 298.1万股 | +92.1万股+30.91% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.51% | 0.43% | $4.49亿 | 442.2万股 | $2.57亿 | 219.9万股 | +222.3万股+101.11% | 加仓 |
 希捷STX |
| 0.51% | 0.48% | $4.48亿 | 46.5万股 | $2.86亿 | 73.1万股 | -26.6万股-36.42% | 减仓 |
 VanEck ETF信托SMH |
| 0.5% | 0.41% | $4.42亿 | 67.4万股 | $2.45亿 | 63.8万股 | +3.5万股+5.53% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.49% | 0.81% | $4.30亿 | 809.0万股 | $4.85亿 | 792.3万股 | +16.7万股+2.11% | 加仓 |
 永利度假村WYNN |
| 0.45% | 0.68% | $3.98亿 | 410.3万股 | $4.07亿 | 400.9万股 | +9.4万股+2.35% | 加仓 |
 甲骨文ORCL |
| 0.45% | 0.43% | $3.93亿 | 268.4万股 | $2.59亿 | 176.0万股 | +92.4万股+52.51% | 加仓 |
 阿斯麦ASML |
| 0.44% | 0.44% | $3.85亿 | 19.4万股 | $2.62亿 | 19.8万股 | -4,680股-2.36% | 减仓 |
| C花旗集团C |
| 0.43% | 0.5% | $3.80亿 | 271.5万股 | $3.00亿 | 264.3万股 | +7.2万股+2.74% | 加仓 |
 赛富时CRM |
| 0.43% | 0.41% | $3.74亿 | 238.5万股 | $2.49亿 | 133.3万股 | +105.2万股+78.92% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.44% | $3.71亿 | 31.6万股 | $2.66亿 | 30.4万股 | +1.1万股+3.76% | 加仓 |
 星巴克SBUX |
| 0.41% | 0.47% | $3.60亿 | 352.0万股 | $2.82亿 | 315.1万股 | +36.9万股+11.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.01% | $3.59亿 | 71.8万股 | $382.2万 | 7,975股 | +71.0万股+8,904.93% | 加仓 |
 LumentumLITE |
| 0.39% | 0.39% | $3.46亿 | 40.3万股 | $2.36亿 | 33.6万股 | +6.7万股+19.82% | 加仓 |
 卡特彼勒CAT |
| 0.39% | 0.32% | $3.42亿 | 32.1万股 | $1.92亿 | 27.1万股 | +4.9万股+18.15% | 加仓 |
| Q高通QCOM |
| 0.38% | 0.19% | $3.29亿 | 177.9万股 | $1.13亿 | 87.8万股 | +90.1万股+102.52% | 加仓 |
 COINBASE GLOBALCOIN |
| 0.35% | 0.63% | $3.07亿 | 210.3万股 | $3.80亿 | 217.9万股 | -7.5万股-3.46% | 减仓 |
| SSPDR黄金信托GLD |
| 0.34% | 0.48% | $2.96亿 | 80.4万股 | $2.85亿 | 66.3万股 | +14.1万股+21.32% | 加仓 |
