 英伟达NVDA |
| 7.01% | 8.62% | $3.27亿 | 164.1万股 | $3.27亿 | 175.0万股 | -10.9万股-6.21% | 减仓 |
 台积电TSM |
| 4.25% | 3.46% | $1.98亿 | 42.3万股 | $1.31亿 | 43.3万股 | -1.0万股-2.41% | 减仓 |
| SSEA SPONSORD ADSSE |
| 3.96% | 6.03% | $1.85亿 | 192.7万股 | $2.29亿 | 179.2万股 | +13.5万股+7.53% | 加仓 |
 微软MSFT |
| 3.76% | 5.49% | $1.76亿 | 47.1万股 | $2.08亿 | 43.0万股 | +4.1万股+9.48% | 加仓 |
| TTERADYNETER |
| 3.36% | 1.6% | $1.57亿 | 32.4万股 | $6,063.9万 | 31.3万股 | +1.1万股+3.37% | 加仓 |
 AMD超威AMD |
| 3.19% | 2.46% | $1.49亿 | 27.6万股 | $9,349.0万 | 43.4万股 | -15.8万股-36.48% | 减仓 |
| I景顺QQQ信托VOO |
| 2.91% | 3.49% | $1.36亿 | 19.2万股 | $1.32亿 | 21.3万股 | -2.1万股-9.86% | 减仓 |
 亚马逊AMZN |
| 2.54% | 3.34% | $1.18亿 | 49.9万股 | $1.27亿 | 54.8万股 | -5.0万股-9.03% | 减仓 |
 苹果AAPL |
| 2.52% | 3.1% | $1.18亿 | 40.7万股 | $1.18亿 | 43.2万股 | -2.5万股-5.84% | 减仓 |
 谷歌AGOOGL |
| 2.49% | 2.89% | $1.16亿 | 32.6万股 | $1.10亿 | 35.0万股 | -2.4万股-6.94% | 减仓 |
 博通AVGO |
| 2.15% | 2.86% | $1.00亿 | 26.7万股 | $1.09亿 | 31.3万股 | -4.6万股-14.73% | 减仓 |
| V先锋领航指数基金VOO |
| 1.96% | 2.04% | $9,162.2万 | 12.5万股 | $7,739.6万 | 12.6万股 | -1,112股-0.88% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.79% | 1.83% | $8,327.7万 | 53.1万股 | $6,947.9万 | 49.1万股 | +4.0万股+8.14% | 加仓 |
 美光科技MU |
| 1.73% | 0.85% | $8,057.2万 | 7.0万股 | $3,214.5万 | 11.2万股 | -4.2万股-37.53% | 减仓 |
| C花旗集团C |
| 1.72% | 1.68% | $8,021.9万 | 57.3万股 | $6,372.5万 | 54.6万股 | +2.7万股+4.93% | 加仓 |
 甲骨文ORCL |
| 1.68% | 0.86% | $7,829.8万 | 52.8万股 | $3,245.8万 | 16.6万股 | +36.2万股+217.60% | 加仓 |
 迈威尔MRVL |
| 1.53% | 0.51% | $7,142.0万 | 25.9万股 | $1,950.0万 | 22.9万股 | +3.0万股+13.23% | 加仓 |
 AMD超威AMD |
| 1.52% | 0.38% | $7,093.5万 | 13.6万股 | $1,448.9万 | 6.7万股 | +6.9万股+102.38% | 加仓 |
 ServiceNowNOW |
| 1.2% | 1.33% | $5,592.7万 | 56.6万股 | $5,041.5万 | 32.9万股 | +23.7万股+72.20% | 加仓 |
 ILLUMINAILMN |
| 1.1% | 0.94% | $5,131.1万 | 29.2万股 | $3,579.6万 | 27.3万股 | +1.9万股+6.92% | 加仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.08% | 1.55% | $5,025.6万 | 1,336.7万股 | $5,892.8万 | 1,182.2万股 | +154.6万股+13.07% | 加仓 |
 Meta平台META |
| 0.98% | 0.21% | $4,567.1万 | 8.3万股 | $790.4万 | 1.2万股 | +7.1万股+591.67% | 加仓 |
 艺康ECL |
| 0.84% | 0.95% | $3,935.5万 | 14.1万股 | $3,607.2万 | 13.7万股 | +3,847股+2.80% | 加仓 |
 Meta平台META |
| 0.8% | 2.49% | $3,750.8万 | 6.7万股 | $9,437.8万 | 14.3万股 | -7.6万股-53.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.82% | $3,685.3万 | 10.4万股 | $3,113.4万 | 9.9万股 | +5,117股+5.16% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.77% | 0.92% | $3,591.9万 | 27.0万股 | $3,477.1万 | 25.6万股 | +1.5万股+5.82% | 加仓 |
 沃特世WAT |
| 0.76% | 0.81% | $3,563.9万 | 9.5万股 | $3,070.1万 | 8.1万股 | +1.4万股+17.57% | 加仓 |
 EOG资源EOG |
| 0.76% | 0.01% | $3,537.0万 | 27.3万股 | $40.4万 | 3,849股 | +26.9万股+6,983.50% | 加仓 |
| IiShares安硕信托MTUM |
| 0.75% | — | $3,511.0万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 英伟达NVDA |
| 0.7% | 0.15% | $3,273.0万 | 17.0万股 | $564.7万 | 3.0万股 | +14.0万股+466.67% | 加仓 |
 金佰利KMB |
| 0.68% | 0.75% | $3,184.4万 | 29.0万股 | $2,860.9万 | 28.4万股 | +6,541股+2.31% | 加仓 |
| SSPDR黄金信托GLD |
| 0.67% | 1.61% | $3,127.3万 | 8.5万股 | $6,091.9万 | 15.4万股 | -6.9万股-44.77% | 减仓 |
 赛富时CRM |
| 0.66% | 1.03% | $3,099.2万 | 19.7万股 | $3,913.6万 | 14.8万股 | +4.9万股+33.47% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.64% | 1.48% | $2,963.7万 | 37.3万股 | $5,601.2万 | 65.6万股 | -28.3万股-43.12% | 减仓 |
 GE航空GE |
| 0.63% | 0.55% | $2,951.3万 | 7.9万股 | $2,088.5万 | 6.8万股 | +1.1万股+16.65% | 加仓 |
 帕兰提尔PLTR |
| 0.63% | 0.21% | $2,948.6万 | 25.9万股 | $795.9万 | 4.5万股 | +21.5万股+481.74% | 加仓 |
 美光科技MU |
| 0.63% | — | $2,944.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 VERALTO COM SHSVLTO |
| 0.61% | 0.83% | $2,838.2万 | 32.0万股 | $3,146.3万 | 31.5万股 | +4,724股+1.50% | 加仓 |
 MARVELL TECHNOLOGY COMMRVL |
| 0.58% | — | $2,726.4万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
| SSELECT STOXX EUROPE AEROSPACE & DEFEUAD |
| 0.55% | 0.52% | $2,552.9万 | 60.8万股 | $1,969.5万 | 47.1万股 | +13.8万股+29.22% | 加仓 |
 英特尔INTC |
| 0.55% | 0.2% | $2,552.1万 | 19.0万股 | $742.3万 | 20.2万股 | -1.1万股-5.70% | 减仓 |
| V先锋领航指数基金VTV |
| 0.54% | — | $2,516.3万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 特斯拉TSLA |
| 0.53% | 0.13% | $2,467.7万 | 6.3万股 | $501.8万 | 1.1万股 | +5.1万股+462.13% | 加仓 |
 BROADCOM COMAVGO |
| 0.52% | — | $2,442.0万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 微软MSFT |
| 0.52% | — | $2,424.3万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.51% | 1.61% | $2,387.1万 | 20.0万股 | $6,088.8万 | 65.4万股 | -45.4万股-69.43% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 0.51% | 1.2% | $2,377.2万 | 31.2万股 | $4,537.9万 | 40.0万股 | -8.8万股-22.10% | 减仓 |
 科磊KLAC |
| 0.5% | — | $2,326.5万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 赛莱默XYL |
| 0.49% | 0.67% | $2,302.3万 | 19.5万股 | $2,551.0万 | 18.7万股 | +7,438股+3.97% | 加仓 |
 WELLTOWER COMWELL |
| 0.49% | 0.51% | $2,298.9万 | 10.1万股 | $1,948.3万 | 10.5万股 | -3,680股-3.51% | 减仓 |
