 美光科技MU |
| 30.82% | 5.49% | $257.01亿 | 2,226.5万股 | $20.72亿 | 613.3万股 | +1,613.2万股+263.01% | 加仓 |
| V先锋领航指数基金VOO |
| 7.42% | 5.9% | $61.89亿 | 840.4万股 | $22.26亿 | 385.7万股 | +454.7万股+117.88% | 加仓 |
 英伟达NVDA |
| 4.17% | 4.6% | $34.80亿 | 1,739.5万股 | $17.34亿 | 994.4万股 | +745.0万股+74.92% | 加仓 |
 VanEck ETF信托SMH |
| 4.17% | 0.17% | $34.77亿 | 530.2万股 | $6,387.4万 | 16.7万股 | +513.5万股+3,082.23% | 加仓 |
 特斯拉TSLA |
| 3.79% | 3.73% | $31.60亿 | 751.2万股 | $14.05亿 | 378.0万股 | +373.2万股+98.74% | 加仓 |
 AMD超威AMD |
| 3.24% | 1.85% | $27.00亿 | 464.8万股 | $6.98亿 | 343.1万股 | +121.8万股+35.50% | 加仓 |
 Meta平台META |
| 2.3% | 8.55% | $19.17亿 | 340.3万股 | $32.25亿 | 563.6万股 | -223.3万股-39.63% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2% | 2.27% | $16.66亿 | 223.1万股 | $8.57亿 | 131.8万股 | +91.3万股+69.25% | 加仓 |
 谷歌AGOOGL |
| 1.44% | 1.28% | $12.01亿 | 336.2万股 | $4.84亿 | 168.2万股 | +168.0万股+99.85% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.21% | 2.58% | $10.07亿 | 335.3万股 | $9.73亿 | 392.5万股 | -57.2万股-14.58% | 减仓 |
 霍尼韦尔HON |
| 1.21% | 2.91% | $10.07亿 | 449.6万股 | $10.97亿 | 485.4万股 | -35.8万股-7.37% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.94% | 0.97% | $7.86亿 | 209.4万股 | $3.66亿 | 131.8万股 | +77.7万股+58.97% | 加仓 |
 百事可乐PEP |
| 0.71% | 0.63% | $5.91亿 | 436.6万股 | $2.37亿 | 152.3万股 | +284.3万股+186.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.22% | $5.89亿 | 166.7万股 | $8,127.6万 | 28.3万股 | +138.3万股+488.23% | 加仓 |
 英特尔INTC |
| 0.67% | 0.24% | $5.59亿 | 400.3万股 | $9,227.1万 | 209.1万股 | +191.2万股+91.43% | 加仓 |
 LumentumLITE |
| 0.65% | 0.69% | $5.44亿 | 63.5万股 | $2.60亿 | 36.9万股 | +26.5万股+71.77% | 加仓 |
| TTERAWULF COMWULF |
| 0.65% | 0.52% | $5.42亿 | 2,194.4万股 | $1.97亿 | 1,367.2万股 | +827.2万股+60.51% | 加仓 |
 EquinixEQIX |
| 0.64% | 0.79% | $5.37亿 | 51.5万股 | $2.98亿 | 30.4万股 | +21.2万股+69.75% | 加仓 |
 AVIS BUDGETCAR |
| 0.64% | 0.21% | $5.33亿 | 360.5万股 | $7,958.6万 | 54.6万股 | +305.9万股+560.63% | 加仓 |
 微软MSFT |
| 0.63% | 1.91% | $5.23亿 | 140.2万股 | $7.21亿 | 194.8万股 | -54.6万股-28.02% | 减仓 |
 台积电TSM |
| 0.62% | 0.66% | $5.15亿 | 107.7万股 | $2.47亿 | 73.2万股 | +34.6万股+47.25% | 加仓 |
| MMKSMKSI |
| 0.61% | 0.18% | $5.12亿 | 115.1万股 | $6,856.5万 | 29.8万股 | +85.2万股+285.72% | 加仓 |
 亚马逊AMZN |
| 0.59% | 0.79% | $4.91亿 | 206.2万股 | $2.99亿 | 143.6万股 | +62.6万股+43.62% | 加仓 |
 苹果AAPL |
| 0.57% | 1.81% | $4.73亿 | 163.3万股 | $6.84亿 | 269.7万股 | -106.3万股-39.43% | 减仓 |
 TECK RESOURCESTECK |
| 0.51% | 1% | $4.28亿 | 720.3万股 | $3.77亿 | 729.4万股 | -9.1万股-1.25% | 减仓 |
 太平洋煤电PCG |
| 0.47% | 0.06% | $3.95亿 | 2,348.8万股 | $2,150.0万 | 122.4万股 | +2,226.4万股+1,819.44% | 加仓 |
 联合健康UNH |
| 0.47% | 0.58% | $3.94亿 | 94.8万股 | $2.18亿 | 80.6万股 | +14.2万股+17.63% | 加仓 |
 COINBASE GLOBALCOIN |
| 0.45% | 0.36% | $3.75亿 | 256.4万股 | $1.35亿 | 77.5万股 | +178.9万股+230.99% | 加仓 |
 新思科技SNPS |
| 0.45% | 0.1% | $3.71亿 | 83.3万股 | $3,595.5万 | 9.1万股 | +74.2万股+818.04% | 加仓 |
 博通AVGO |
| 0.41% | 0.68% | $3.38亿 | 89.5万股 | $2.58亿 | 83.2万股 | +6.2万股+7.48% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 0.4% | <0.01% | $3.32亿 | 490.3万股 | $35.9万 | 6,703股 | +489.6万股+73,043.71% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.36% | 0.18% | $3.02亿 | 180.1万股 | $6,633.3万 | 31.6万股 | +148.5万股+470.31% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 0.34% | 0.49% | $2.86亿 | 767.3万股 | $1.85亿 | 780.9万股 | -13.6万股-1.74% | 减仓 |
 帕兰提尔PLTR |
| 0.33% | 0.38% | $2.72亿 | 232.7万股 | $1.42亿 | 96.9万股 | +135.9万股+140.26% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.29% | — | $2.45亿 | 337.3万股 | $0 | 0股 | +337.3万股 | 新买入 |
| DDOORDASHDASH |
| 0.29% | 0.53% | $2.44亿 | 132.2万股 | $1.99亿 | 132.8万股 | -5,736股-0.43% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.29% | 0.95% | $2.43亿 | 628.5万股 | $3.58亿 | 584.2万股 | +44.3万股+7.59% | 加仓 |
 GE航空GE |
| 0.29% | 0.1% | $2.41亿 | 64.6万股 | $3,724.5万 | 13.1万股 | +51.5万股+392.11% | 加仓 |
| IiShares安硕信托TLT |
| 0.29% | 0.03% | $2.39亿 | 276.0万股 | $1,300.4万 | 15.0万股 | +261.0万股+1,739.93% | 加仓 |
 CrowdStrikeCRWD |
| 0.28% | 0.17% | $2.36亿 | 31.0万股 | $6,551.0万 | 16.8万股 | +14.2万股+84.59% | 加仓 |
 VistraVST |
| 0.28% | 0.07% | $2.35亿 | 148.2万股 | $2,667.3万 | 17.7万股 | +130.5万股+735.52% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.28% | — | $2.33亿 | 105.6万股 | $0 | 0股 | +105.6万股 | 新买入 |
 迈威尔MRVL |
| 0.28% | 0.2% | $2.30亿 | 77.3万股 | $7,395.3万 | 74.7万股 | +2.7万股+3.56% | 加仓 |
| SSPDR黄金信托GLD |
| 0.27% | 1.25% | $2.23亿 | 60.7万股 | $4.73亿 | 109.9万股 | -49.3万股-44.81% | 减仓 |
 UNITED PARKS & RESORTSPRKS |
| 0.26% | 0.39% | $2.13亿 | 447.1万股 | $1.46亿 | 447.6万股 | -4,687股-0.10% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.25% | 0.38% | $2.06亿 | 804.9万股 | $1.43亿 | 953.5万股 | -148.6万股-15.59% | 减仓 |
 美国运通AXP |
| 0.25% | 0.53% | $2.05亿 | 60.5万股 | $2.00亿 | 66.1万股 | -5.5万股-8.39% | 减仓 |
| Q高通QCOM |
| 0.24% | 0.09% | $2.03亿 | 109.8万股 | $3,492.7万 | 27.1万股 | +82.7万股+304.98% | 加仓 |
 强生JNJ |
| 0.24% | 0.12% | $2.01亿 | 79.0万股 | $4,660.4万 | 19.1万股 | +60.0万股+314.53% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.24% | 0.27% | $1.96亿 | 366.5万股 | $1.01亿 | 205.1万股 | +161.4万股+78.68% | 加仓 |
