| SSpaceXSPCX |
| 51.84% | — | $22.10亿 | 1,293.5万股 | $0 | 0股 | +1,293.5万股 | 新买入 |
 台积电TSM |
| 8.2% | 12.78% | $3.50亿 | 73.2万股 | $2.32亿 | 68.7万股 | +4.5万股+6.59% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 5.61% | — | $2.39亿 | 108.1万股 | $0 | 0股 | +108.1万股 | 新买入 |
 亚马逊AMZN |
| 5.49% | 8.23% | $2.34亿 | 98.3万股 | $1.49亿 | 71.8万股 | +26.5万股+36.97% | 加仓 |
 谷歌AGOOGL |
| 3.87% | 9.77% | $1.65亿 | 46.2万股 | $1.77亿 | 61.7万股 | -15.5万股-25.09% | 减仓 |
 英伟达NVDA |
| 3.7% | 7.14% | $1.58亿 | 78.8万股 | $1.30亿 | 74.4万股 | +4.4万股+5.91% | 加仓 |
| IiShares黄金信托IAU |
| 3.51% | — | $1.50亿 | 198.0万股 | $0 | 0股 | +198.0万股 | 新买入 |
 微软MSFT |
| 3.43% | 10.46% | $1.46亿 | 39.2万股 | $1.90亿 | 51.3万股 | -12.1万股-23.54% | 减仓 |
 博通AVGO |
| 3% | 8.08% | $1.28亿 | 33.8万股 | $1.47亿 | 47.4万股 | -13.6万股-28.61% | 减仓 |
 Meta平台META |
| 2.83% | 6.13% | $1.21亿 | 21.5万股 | $1.11亿 | 19.5万股 | +2.0万股+10.25% | 加仓 |
| IiShares比特币ETFIBIT |
| 2.38% | 6.44% | $1.01亿 | 304.5万股 | $1.17亿 | 304.5万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.85% | — | $7,882.6万 | 110.4万股 | $0 | 0股 | +110.4万股 | 新买入 |
 BOOKING COMBKNG |
| 1.73% | 8.1% | $7,389.8万 | 41.5万股 | $1.47亿 | 3.5万股 | +38.0万股+1,087.01% | 加仓 |
| FFERVO ENERGY COFRVO |
| 0.86% | — | $3,669.4万 | 125.5万股 | $0 | 0股 | +125.5万股 | 新买入 |
 LumentumLITE |
| 0.55% | — | $2,337.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.51% | 11.01% | $2,168.4万 | 5.9万股 | $2.00亿 | 46.4万股 | -40.6万股-87.33% | 减仓 |
| GGENERATE BIOMEDICINES INGENB |
| 0.44% | 0.76% | $1,874.4万 | 111.1万股 | $1,388.9万 | 111.1万股 | 00.00% | 持仓不变 |
| 110X GENOMICSTXG |
| 0.15% | 0.2% | $651.8万 | 17.0万股 | $360.9万 | 17.0万股 | 00.00% | 持仓不变 |
| PPurecycle Technologies IncPCT |
| 0.04% | 0.03% | $185.7万 | 71.4万股 | $55.0万 | 71.4万股 | 00.00% | 持仓不变 |
