 SUPER MICRSMCI |
| 19.79% | — | $192.03亿 | 3.74亿股 | $0 | 0股 | +3.74亿股 | 新买入 |
 谷歌AGOOGL |
| 8.39% | — | $81.44亿 | 1.60亿股 | $0 | 0股 | +1.60亿股 | 新买入 |
| I景顺QQQ信托VOO |
| 8.39% | 23.16% | $81.39亿 | 1,105.2万股 | $153.81亿 | 2,664.8万股 | -1,559.6万股-58.53% | 减仓 |
 谷歌AGOOGL |
| 8.3% | — | $80.50亿 | 1.60亿股 | $0 | 0股 | +1.60亿股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 7.95% | 16.74% | $77.15亿 | 1,033.2万股 | $111.17亿 | 1,709.4万股 | -676.2万股-39.56% | 减仓 |
 甲骨文ORCL |
| 7.88% | 13.56% | $76.43亿 | 1.70亿股 | $90.02亿 | 1.70亿股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.07% | 3.83% | $39.50亿 | 1,974.1万股 | $25.44亿 | 1,459.0万股 | +515.1万股+35.31% | 加仓 |
 微软MSFT |
| 3.66% | 3.87% | $35.56亿 | 953.3万股 | $25.71亿 | 694.5万股 | +258.8万股+37.27% | 加仓 |
 亚马逊AMZN |
| 2.04% | 4.51% | $19.83亿 | 831.9万股 | $29.94亿 | 1,437.8万股 | -605.8万股-42.14% | 减仓 |
 苹果AAPL |
| 1.89% | 2% | $18.37亿 | 634.9万股 | $13.31亿 | 524.6万股 | +110.3万股+21.03% | 加仓 |
 特斯拉TSLA |
| 1.72% | 2.4% | $16.74亿 | 397.9万股 | $15.95亿 | 429.2万股 | -31.3万股-7.29% | 减仓 |
 西部数据WDC |
| 1.4% | 0.87% | $13.56亿 | 8,050.0万股 | $5.77亿 | 8,050.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.21% | 1.53% | $11.70亿 | 156.2万股 | $10.18亿 | 155.8万股 | +4,274股+0.27% | 加仓 |
 美光科技MU |
| 0.94% | 0.27% | $9.12亿 | 79.0万股 | $1.78亿 | 52.8万股 | +26.2万股+49.62% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.89% | 0.68% | $8.65亿 | 287.9万股 | $4.50亿 | 181.3万股 | +106.6万股+58.81% | 加仓 |
| IiShares安硕信托FXI |
| 0.89% | 1.23% | $8.59亿 | 2,720.3万股 | $8.18亿 | 2,278.9万股 | +441.4万股+19.37% | 加仓 |
 Meta平台META |
| 0.87% | 0.99% | $8.42亿 | 149.4万股 | $6.58亿 | 114.9万股 | +34.5万股+30.02% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.85% | 0.97% | $8.21亿 | 1,530.9万股 | $6.42亿 | 1,299.7万股 | +231.2万股+17.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 1.4% | $7.42亿 | 210.0万股 | $9.27亿 | 323.3万股 | -113.3万股-35.04% | 减仓 |
| IiShares安硕信托LQD |
| 0.7% | 0.84% | $6.81亿 | 624.8万股 | $5.57亿 | 510.9万股 | +113.9万股+22.29% | 加仓 |
 NEBIUSNBIS |
| 0.64% | 0.34% | $6.23亿 | 225.7万股 | $2.24亿 | 216.1万股 | +9.6万股+4.46% | 加仓 |
 博通AVGO |
| 0.61% | 0.67% | $5.92亿 | 156.6万股 | $4.42亿 | 142.8万股 | +13.8万股+9.68% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 1.14% | $5.91亿 | 165.2万股 | $7.59亿 | 263.8万股 | -98.5万股-37.36% | 减仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.77% | $5.89亿 | 85.8万股 | $5.11亿 | 85.5万股 | +2,589股+0.30% | 加仓 |
 AMD超威AMD |
| 0.44% | 0.54% | $4.30亿 | 74.0万股 | $3.57亿 | 175.7万股 | -101.7万股-57.86% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.4% | 0.06% | $3.93亿 | 524.5万股 | $4,259.8万 | 65.4万股 | +459.1万股+702.14% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.4% | — | $3.87亿 | 2,914.5万股 | $0 | 0股 | +2,914.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.23% | $3.74亿 | 74.7万股 | $1.52亿 | 31.8万股 | +42.9万股+134.97% | 加仓 |
 英特尔INTC |
| 0.33% | 0.15% | $3.17亿 | 227.0万股 | $9,745.9万 | 220.8万股 | +6.1万股+2.77% | 加仓 |
| IiShares安硕信托HYG |
| 0.32% | 0.54% | $3.14亿 | 392.5万股 | $3.55亿 | 446.7万股 | -54.2万股-12.14% | 减仓 |
 甲骨文ORCL |
| 0.29% | 0.31% | $2.80亿 | 191.2万股 | $2.07亿 | 140.4万股 | +50.8万股+36.17% | 加仓 |
| IiShares安硕信托EEM |
| 0.28% | 0.45% | $2.73亿 | 399.3万股 | $3.02亿 | 530.9万股 | -131.6万股-24.79% | 减仓 |
 VanEck ETF信托SMH |
| 0.25% | 0.01% | $2.44亿 | 37.2万股 | $524.5万 | 1.4万股 | +35.8万股+2,619.30% | 加仓 |
| SStrategyMSTR |
| 0.24% | 0.02% | $2.33亿 | 268.0万股 | $1,488.8万 | 11.9万股 | +256.1万股+2,146.77% | 加仓 |
 帕兰提尔PLTR |
| 0.22% | 0.26% | $2.16亿 | 185.0万股 | $1.71亿 | 117.2万股 | +67.8万股+57.85% | 加仓 |
 摩根大通JPM |
| 0.21% | 0.25% | $2.06亿 | 62.8万股 | $1.67亿 | 56.9万股 | +6.0万股+10.46% | 加仓 |
| EECHOSTARECHO |
| 0.21% | 0.28% | $2.05亿 | 6,558.8万股 | $1.87亿 | 5,238.8万股 | +1,320.0万股+25.20% | 加仓 |
| SSpaceXSPCX |
| 0.2% | — | $1.94亿 | 113.8万股 | $0 | 0股 | +113.8万股 | 新买入 |
 应用材料AMAT |
| 0.19% | 0.1% | $1.86亿 | 25.7万股 | $6,923.8万 | 20.3万股 | +5.5万股+26.90% | 加仓 |
| SSANDISK COMSNDK |
| 0.18% | 0.04% | $1.78亿 | 7.8万股 | $2,486.0万 | 3.9万股 | +3.9万股+100.46% | 加仓 |
 泛林集团LRCX |
| 0.17% | 0.08% | $1.69亿 | 39.1万股 | $5,546.4万 | 26.0万股 | +13.1万股+50.47% | 加仓 |
 礼来LLY |
| 0.17% | 0.16% | $1.64亿 | 13.6万股 | $1.09亿 | 11.9万股 | +1.8万股+14.89% | 加仓 |
 埃克森美孚XOM |
| 0.17% | 0.27% | $1.61亿 | 117.8万股 | $1.77亿 | 104.4万股 | +13.4万股+12.84% | 加仓 |
 华纳兄弟探索WBD |
| 0.15% | 0.81% | $1.50亿 | 562.9万股 | $5.35亿 | 1,947.8万股 | -1,384.9万股-71.10% | 减仓 |
 阿里巴巴BABA |
| 0.15% | 0.04% | $1.47亿 | 153.4万股 | $2,377.0万 | 18.9万股 | +134.5万股+709.75% | 加仓 |
| IInterDigitalIDCC |
| 0.13% | 0.2% | $1.28亿 | 3,488.6万股 | $1.35亿 | 3,453.2万股 | +35.4万股+1.03% | 加仓 |
| BBridgeBio Pharma,BBIO |
| 0.13% | 0.15% | $1.24亿 | 6,987.2万股 | $9,796.5万 | 5,437.2万股 | +1,550.0万股+28.51% | 加仓 |
 NETFLIXNFLX |
| 0.13% | 0.16% | $1.24亿 | 173.1万股 | $1.07亿 | 111.0万股 | +62.1万股+55.91% | 加仓 |
 思科CSCO |
| 0.12% | 0.07% | $1.18亿 | 100.0万股 | $4,697.6万 | 60.5万股 | +39.5万股+65.23% | 加仓 |
| BBANK OF AMERBAC |
| 0.11% | 0.16% | $1.09亿 | 190.8万股 | $1.08亿 | 221.5万股 | -30.7万股-13.88% | 减仓 |
