 VanEck ETF信托SMH |
| 5.1% | 0.72% | $2.62亿 | 40.0万股 | $2,712.6万 | 7.1万股 | +32.9万股+465.21% | 加仓 |
 Meta平台META |
| 5.01% | 6.42% | $2.58亿 | 45.8万股 | $2.43亿 | 42.5万股 | +3.3万股+7.75% | 加仓 |
 博通AVGO |
| 4.22% | 2.27% | $2.17亿 | 57.5万股 | $8,601.3万 | 27.8万股 | +29.7万股+107.00% | 加仓 |
 美光科技MU |
| 3.95% | 1.59% | $2.03亿 | 17.6万股 | $6,028.1万 | 17.8万股 | -2,231股-1.25% | 减仓 |
 NETFLIXNFLX |
| 3.33% | 6.28% | $1.72亿 | 240.3万股 | $2.38亿 | 247.1万股 | -6.8万股-2.74% | 减仓 |
 台积电TSM |
| 3.32% | 2.57% | $1.71亿 | 35.8万股 | $9,724.8万 | 28.8万股 | +7.0万股+24.24% | 加仓 |
| SSANDISK COMSNDK |
| 2.92% | 1.12% | $1.50亿 | 6.6万股 | $4,225.0万 | 6.7万股 | -500股-0.75% | 减仓 |
| SSPDR黄金信托GLD |
| 2.81% | 6.92% | $1.45亿 | 39.3万股 | $2.62亿 | 60.8万股 | -21.6万股-35.42% | 减仓 |
| V先锋领航指数基金VOO |
| 2.78% | 0.91% | $1.43亿 | 19.4万股 | $3,451.5万 | 6.0万股 | +13.5万股+224.92% | 加仓 |
 Arm控股ARM |
| 2.27% | 1.52% | $1.17亿 | 32.9万股 | $5,738.1万 | 37.9万股 | -5.0万股-13.23% | 减仓 |
 AMD超威AMD |
| 2.24% | 0.95% | $1.15亿 | 19.8万股 | $3,577.1万 | 17.6万股 | +2.2万股+12.76% | 加仓 |
 谷歌AGOOGL |
| 2.18% | 0.83% | $1.12亿 | 31.4万股 | $3,136.9万 | 10.9万股 | +20.5万股+187.77% | 加仓 |
 英伟达NVDA |
| 2.03% | 2.52% | $1.04亿 | 52.2万股 | $9,522.2万 | 54.6万股 | -2.4万股-4.38% | 减仓 |
 微软MSFT |
| 1.99% | 2.41% | $1.02亿 | 27.4万股 | $9,113.6万 | 24.6万股 | +2.8万股+11.25% | 加仓 |
 特斯拉TSLA |
| 1.76% | 1.95% | $9,039.1万 | 21.5万股 | $7,392.0万 | 19.9万股 | +1.6万股+8.08% | 加仓 |
 赛富时CRM |
| 1.72% | 2.19% | $8,845.0万 | 56.5万股 | $8,275.1万 | 44.3万股 | +12.1万股+27.36% | 加仓 |
 联合健康UNH |
| 1.3% | 1.58% | $6,693.5万 | 16.1万股 | $5,967.9万 | 22.1万股 | -6.0万股-26.98% | 减仓 |
 亚马逊AMZN |
| 1.25% | 1% | $6,448.7万 | 27.1万股 | $3,770.6万 | 18.1万股 | +9.0万股+49.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.2% | 0.31% | $6,172.3万 | 8.3万股 | $1,170.6万 | 1.8万股 | +6.5万股+359.18% | 加仓 |
| IiShares安硕EWZ |
| 1.18% | 4.11% | $6,084.1万 | 176.4万股 | $1.55亿 | 405.0万股 | -228.6万股-56.45% | 减仓 |
| IiShares安硕信托LQD |
| 1.15% | 0.65% | $5,928.8万 | 54.4万股 | $2,457.6万 | 22.5万股 | +31.8万股+141.06% | 加仓 |
 阿斯麦ASML |
| 1.11% | 0.82% | $5,689.8万 | 2.9万股 | $3,090.7万 | 2.3万股 | +5,200股+22.22% | 加仓 |
| IiShares安硕信托TLT |
| 0.98% | — | $5,046.9万 | 58.4万股 | $0 | 0股 | +58.4万股 | 新买入 |
| IiShares安硕信托HYG |
| 0.96% | 0.42% | $4,950.9万 | 61.9万股 | $1,587.2万 | 20.0万股 | +42.0万股+210.32% | 加仓 |
 Live NationLYV |
| 0.95% | 0.53% | $4,881.7万 | 26.7万股 | $2,007.0万 | 13.2万股 | +13.5万股+102.58% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.88% | 0.19% | $4,542.8万 | 22.5万股 | $708.8万 | 5.8万股 | +16.7万股+290.50% | 加仓 |
 ServiceNowNOW |
| 0.83% | 0.59% | $4,275.8万 | 43.1万股 | $2,233.2万 | 21.4万股 | +21.7万股+101.63% | 加仓 |
| VVanEck ETF信托GDX |
| 0.8% | 0.29% | $4,101.5万 | 54.4万股 | $1,094.8万 | 11.9万股 | +42.4万股+355.66% | 加仓 |
 NEBIUSNBIS |
| 0.8% | 0.01% | $4,095.4万 | 14.8万股 | $55.8万 | 5,377股 | +14.3万股+2,657.93% | 加仓 |
 迈威尔MRVL |
| 0.76% | 0.05% | $3,898.2万 | 13.1万股 | $186.2万 | 1.9万股 | +11.2万股+596.07% | 加仓 |
 VistraVST |
| 0.71% | 0.13% | $3,650.1万 | 23.0万股 | $499.1万 | 3.3万股 | +19.7万股+593.07% | 加仓 |
 苹果AAPL |
| 0.69% | 1.67% | $3,544.7万 | 12.3万股 | $6,314.3万 | 24.9万股 | -12.6万股-50.76% | 减仓 |
 西部数据WDC |
| 0.68% | 0.1% | $3,487.4万 | 5.5万股 | $386.8万 | 1.4万股 | +4.0万股+281.82% | 加仓 |
| SSpaceXSPCX |
| 0.65% | — | $3,352.3万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 英特尔INTC |
| 0.61% | 0.27% | $3,162.6万 | 22.7万股 | $1,017.6万 | 23.1万股 | -4,081股-1.77% | 减仓 |
 CrowdStrikeCRWD |
| 0.54% | 0.21% | $2,790.0万 | 3.7万股 | $777.3万 | 2.0万股 | +1.7万股+83.63% | 加仓 |
| Q高通QCOM |
| 0.51% | 0.29% | $2,607.7万 | 14.1万股 | $1,098.1万 | 8.5万股 | +5.6万股+65.49% | 加仓 |
 甲骨文ORCL |
| 0.49% | 0.98% | $2,519.2万 | 17.2万股 | $3,694.6万 | 25.1万股 | -7.9万股-31.55% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.46% | — | $2,357.8万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| IiShares白银信托SLV |
| 0.44% | 1.17% | $2,260.2万 | 42.3万股 | $4,425.7万 | 65.0万股 | -22.7万股-34.92% | 减仓 |
 耐克NKE |
| 0.42% | 0.34% | $2,155.0万 | 52.5万股 | $1,280.4万 | 24.2万股 | +28.3万股+116.57% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.41% | 0.09% | $2,132.7万 | 8.4万股 | $345.1万 | 2.3万股 | +6.1万股+266.19% | 加仓 |
 泛林集团LRCX |
| 0.39% | 0.08% | $2,012.4万 | 4.6万股 | $284.2万 | 1.3万股 | +3.3万股+249.10% | 加仓 |
 摩根士丹利MS |
| 0.39% | 0.45% | $1,993.2万 | 9.5万股 | $1,694.1万 | 10.3万股 | -7,590股-7.37% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.38% | 0.55% | $1,957.4万 | 19.7万股 | $2,084.6万 | 26.9万股 | -7.2万股-26.92% | 减仓 |
 VisaV |
| 0.37% | 0.54% | $1,917.9万 | 5.6万股 | $2,059.3万 | 6.8万股 | -1.2万股-17.96% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.37% | 0.22% | $1,890.6万 | 18.2万股 | $821.7万 | 8.5万股 | +9.7万股+115.13% | 加仓 |
 GE VernovaGEV |
| 0.36% | 0.75% | $1,836.1万 | 1.6万股 | $2,845.7万 | 3.3万股 | -1.7万股-52.06% | 减仓 |
 Bloom EnergyBE |
| 0.35% | 0.24% | $1,822.3万 | 6.0万股 | $902.4万 | 6.7万股 | -6,400股-9.61% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.29% | $1,797.0万 | 5.5万股 | $1,100.2万 | 3.7万股 | +1.8万股+46.79% | 加仓 |
