| V先锋领航指数基金VOO |
| 7.98% | 4.12% | $38.80亿 | 526.8万股 | $17.58亿 | 304.5万股 | +222.3万股+73.01% | 加仓 |
 特斯拉TSLA |
| 5.01% | 5.28% | $24.34亿 | 578.7万股 | $22.49亿 | 604.9万股 | -26.2万股-4.34% | 减仓 |
 美光科技MU |
| 4.71% | 2.88% | $22.91亿 | 198.4万股 | $12.27亿 | 363.3万股 | -164.8万股-45.37% | 减仓 |
| IiShares安硕信托TLT |
| 2.96% | 2.05% | $14.41亿 | 1,667.4万股 | $8.73亿 | 1,007.6万股 | +659.8万股+65.49% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 2.84% | 3.46% | $13.82亿 | 1,388.1万股 | $14.75亿 | 1,903.5万股 | -515.4万股-27.08% | 减仓 |
 Meta平台META |
| 2.26% | 2.51% | $10.97亿 | 194.8万股 | $10.68亿 | 186.7万股 | +8.1万股+4.32% | 加仓 |
 VanEck ETF信托SMH |
| 2.17% | 0.72% | $10.55亿 | 160.8万股 | $3.08亿 | 80.3万股 | +80.5万股+100.22% | 加仓 |
 台积电TSM |
| 1.81% | 1.9% | $8.81亿 | 184.5万股 | $8.10亿 | 239.8万股 | -55.3万股-23.06% | 减仓 |
 微软MSFT |
| 1.74% | 1.49% | $8.46亿 | 226.7万股 | $6.35亿 | 171.5万股 | +55.2万股+32.21% | 加仓 |
 AMD超威AMD |
| 1.67% | 1.38% | $8.13亿 | 140.0万股 | $5.88亿 | 289.2万股 | -149.2万股-51.59% | 减仓 |
 英伟达NVDA |
| 1.66% | 2.83% | $8.05亿 | 402.3万股 | $12.07亿 | 692.0万股 | -289.7万股-41.86% | 减仓 |
 苹果AAPL |
| 1.62% | 1.88% | $7.86亿 | 271.6万股 | $8.00亿 | 315.0万股 | -43.5万股-13.80% | 减仓 |
 Arm控股ARM |
| 1.55% | 1.03% | $7.52亿 | 212.2万股 | $4.37亿 | 288.8万股 | -76.6万股-26.53% | 减仓 |
 亚马逊AMZN |
| 1.43% | 1.27% | $6.94亿 | 291.1万股 | $5.42亿 | 260.1万股 | +31.1万股+11.94% | 加仓 |
 GE VernovaGEV |
| 1.35% | 0.98% | $6.57亿 | 55.9万股 | $4.18亿 | 47.9万股 | +8.0万股+16.80% | 加仓 |
| SSANDISK COMSNDK |
| 1.33% | 0.53% | $6.48亿 | 28.5万股 | $2.25亿 | 35.4万股 | -6.9万股-19.49% | 减仓 |
 VertivVRT |
| 1.24% | 1.21% | $6.01亿 | 179.6万股 | $5.15亿 | 205.4万股 | -25.8万股-12.54% | 减仓 |
 谷歌AGOOGL |
| 1.19% | 1.85% | $5.77亿 | 161.6万股 | $7.86亿 | 273.5万股 | -111.9万股-40.92% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.12% | 0.51% | $5.45亿 | 344.4万股 | $2.16亿 | 169.3万股 | +175.1万股+103.40% | 加仓 |
| SSPDR黄金信托GLD |
| 1.09% | 3.33% | $5.29亿 | 143.7万股 | $14.20亿 | 329.9万股 | -186.2万股-56.45% | 减仓 |
 迈威尔MRVL |
| 1.08% | 0.44% | $5.27亿 | 177.0万股 | $1.87亿 | 189.2万股 | -12.2万股-6.45% | 减仓 |
 阿斯麦ASML |
| 0.88% | 0.89% | $4.29亿 | 21.6万股 | $3.79亿 | 28.7万股 | -7.2万股-24.89% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.88% | 1.89% | $4.27亿 | 803.7万股 | $8.05亿 | 1,314.0万股 | -510.3万股-38.84% | 减仓 |
 CrowdStrikeCRWD |
| 0.85% | 0.53% | $4.12亿 | 54.0万股 | $2.26亿 | 57.8万股 | -3.8万股-6.50% | 减仓 |
 NEBIUSNBIS |
| 0.77% | 0.22% | $3.73亿 | 135.0万股 | $9,490.9万 | 91.5万股 | +43.5万股+47.58% | 加仓 |
 甲骨文ORCL |
| 0.72% | 0.52% | $3.51亿 | 239.8万股 | $2.21亿 | 150.1万股 | +89.8万股+59.84% | 加仓 |
 博通AVGO |
| 0.72% | 0.7% | $3.49亿 | 92.3万股 | $2.99亿 | 96.7万股 | -4.4万股-4.56% | 减仓 |
 赛富时CRM |
| 0.72% | 0.89% | $3.49亿 | 222.5万股 | $3.79亿 | 203.2万股 | +19.2万股+9.46% | 加仓 |
 英特尔INTC |
| 0.71% | 0.4% | $3.45亿 | 247.2万股 | $1.71亿 | 387.8万股 | -140.5万股-36.24% | 减仓 |
| SSpaceXSPCX |
| 0.68% | — | $3.29亿 | 192.8万股 | $0 | 0股 | +192.8万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.67% | 0.25% | $3.26亿 | 161.5万股 | $1.09亿 | 88.2万股 | +73.3万股+83.05% | 加仓 |
 帕兰提尔PLTR |
| 0.63% | 1.07% | $3.08亿 | 264.0万股 | $4.57亿 | 312.2万股 | -48.1万股-15.42% | 减仓 |
 卡特彼勒CAT |
| 0.59% | 0.42% | $2.87亿 | 27.0万股 | $1.78亿 | 25.2万股 | +1.8万股+7.32% | 加仓 |
 PALO ALTOPANW |
| 0.59% | 0.32% | $2.87亿 | 84.2万股 | $1.37亿 | 85.7万股 | -1.5万股-1.77% | 减仓 |
| AAPPLIED DIGITALAPLD |
| 0.58% | 0.39% | $2.80亿 | 750.5万股 | $1.66亿 | 698.2万股 | +52.3万股+7.49% | 加仓 |
 思科CSCO |
| 0.56% | 0.12% | $2.72亿 | 231.5万股 | $4,936.3万 | 63.6万股 | +167.8万股+263.80% | 加仓 |
 LumentumLITE |
| 0.54% | 0.55% | $2.61亿 | 30.4万股 | $2.34亿 | 33.3万股 | -2.9万股-8.64% | 减仓 |
 应用材料AMAT |
| 0.51% | 0.2% | $2.50亿 | 34.6万股 | $8,404.7万 | 24.6万股 | +10.0万股+40.75% | 加仓 |
 西部数据WDC |
| 0.49% | 0.19% | $2.39亿 | 37.3万股 | $8,009.6万 | 29.6万股 | +7.7万股+26.11% | 加仓 |
 高盛GS |
| 0.49% | 0.45% | $2.37亿 | 23.5万股 | $1.92亿 | 22.7万股 | +7,352股+3.23% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.47% | 0.26% | $2.27亿 | 96.0万股 | $1.10亿 | 55.9万股 | +40.1万股+71.82% | 加仓 |
 礼来LLY |
| 0.46% | 0.47% | $2.26亿 | 18.8万股 | $1.99亿 | 21.6万股 | -2.8万股-13.03% | 减仓 |
| IiShares白银信托SLV |
| 0.43% | 0.93% | $2.07亿 | 387.1万股 | $3.96亿 | 581.9万股 | -194.7万股-33.47% | 减仓 |
 强生JNJ |
| 0.41% | 0.3% | $1.98亿 | 78.0万股 | $1.27亿 | 51.8万股 | +26.2万股+50.65% | 加仓 |
 Bloom EnergyBE |
| 0.41% | 0.17% | $1.98亿 | 65.3万股 | $7,102.4万 | 52.4万股 | +12.9万股+24.57% | 加仓 |
| Q高通QCOM |
| 0.4% | 0.35% | $1.95亿 | 105.7万股 | $1.48亿 | 115.0万股 | -9.3万股-8.06% | 减仓 |
| SStrategyMSTR |
| 0.4% | 0.36% | $1.95亿 | 224.3万股 | $1.55亿 | 124.5万股 | +99.8万股+80.12% | 加仓 |
| WWEBULLBULL |
| 0.4% | 0.34% | $1.94亿 | 2,980.0万股 | $1.46亿 | 3,046.7万股 | -66.7万股-2.19% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.37% | 0.26% | $1.79亿 | 31.9万股 | $1.13亿 | 26.5万股 | +5.4万股+20.47% | 加仓 |
 ADOBE COMADBE |
| 0.36% | 0.35% | $1.77亿 | 86.4万股 | $1.48亿 | 61.1万股 | +25.4万股+41.58% | 加仓 |
