| EEQUIPMENTSHARE COMEQPT |
| 20.21% | 19.34% | $2.66亿 | 1,352.7万股 | $2.76亿 | 1,352.7万股 | 00.00% | 持仓不变 |
| HHAWKEYE 360 INCHAWK |
| 13.94% | — | $1.83亿 | 906.8万股 | $0 | 0股 | +906.8万股 | 新买入 |
 英伟达NVDA |
| 9.78% | 8.2% | $1.29亿 | 64.3万股 | $1.17亿 | 67.0万股 | -2.7万股-3.97% | 减仓 |
 台积电TSM |
| 8.52% | 5.44% | $1.12亿 | 23.5万股 | $7,743.2万 | 22.9万股 | +5,530股+2.41% | 加仓 |
 亚马逊AMZN |
| 7.33% | 5.68% | $9,650.5万 | 40.5万股 | $8,088.7万 | 38.8万股 | +1.7万股+4.26% | 加仓 |
 谷歌AGOOGL |
| 7.08% | 5.8% | $9,310.6万 | 26.1万股 | $8,265.9万 | 28.7万股 | -2.7万股-9.37% | 减仓 |
 Meta平台META |
| 3.98% | 4.21% | $5,239.4万 | 9.3万股 | $6,004.8万 | 10.5万股 | -1.2万股-11.38% | 减仓 |
 COURSERACOUR |
| 3.83% | — | $5,043.6万 | 894.3万股 | $0 | 0股 | +894.3万股 | 新买入 |
| SSTUBHUBSTUB |
| 3.36% | 1.51% | $4,423.9万 | 343.7万股 | $2,144.9万 | 343.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.88% | — | $3,792.1万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
 Bloom EnergyBE |
| 2.02% | 0.78% | $2,655.4万 | 8.8万股 | $1,111.4万 | 8.2万股 | +5,695股+6.94% | 加仓 |
| SSpaceXSPCX |
| 1.95% | — | $2,562.9万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 应用材料AMAT |
| 1.74% | 0.9% | $2,284.3万 | 3.2万股 | $1,276.8万 | 3.7万股 | -5,760股-15.42% | 减仓 |
 美光科技MU |
| 1.42% | 0.02% | $1,868.2万 | 1.6万股 | $22.3万 | 660股 | +1.6万股+2,352.27% | 加仓 |
 ShopifySHOP |
| 1.33% | 0.79% | $1,752.0万 | 15.3万股 | $1,122.9万 | 9.5万股 | +5.9万股+62.10% | 加仓 |
 博通AVGO |
| 1.13% | 1.34% | $1,488.5万 | 3.9万股 | $1,911.5万 | 6.2万股 | -2.2万股-36.20% | 减仓 |
| TTHE REAL BROKERAGE INC COM NEWREAX |
| 0.96% | 1.22% | $1,268.3万 | 696.9万股 | $1,742.2万 | 696.9万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.9% | 0.27% | $1,183.3万 | 2.0万股 | $387.3万 | 1.9万股 | +1,330股+6.99% | 加仓 |
 泛林集团LRCX |
| 0.84% | — | $1,102.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.76% | 1.07% | $999.3万 | 2.2万股 | $1,522.6万 | 3.1万股 | -9,635股-30.68% | 减仓 |
 PALO ALTOPANW |
| 0.75% | 0.35% | $990.2万 | 2.9万股 | $497.5万 | 3.1万股 | -1,995股-6.43% | 减仓 |
 德州仪器TXN |
| 0.75% | 0.31% | $981.2万 | 3.3万股 | $438.2万 | 2.3万股 | +1.0万股+45.86% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.68% | 0.48% | $898.4万 | 1.6万股 | $678.7万 | 1.6万股 | +45股+0.28% | 加仓 |
| KKYVERNA THERAPEUTICS INC COMKYTX |
| 0.67% | 0.6% | $881.2万 | 98.9万股 | $853.6万 | 98.9万股 | 00.00% | 持仓不变 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.67% | 0.34% | $877.9万 | 2.3万股 | $479.4万 | 2.2万股 | +1,490股+6.90% | 加仓 |
 LumentumLITE |
| 0.61% | 0.29% | $804.9万 | 9,380股 | $419.5万 | 5,970股 | +3,410股+57.12% | 加仓 |
 希捷STX |
| 0.6% | — | $786.5万 | 8,150股 | $0 | 0股 | +8,150股 | 新买入 |
 星座能源CEG |
| 0.51% | 0.5% | $676.7万 | 2.7万股 | $711.4万 | 2.5万股 | +1,770股+6.95% | 加仓 |
 英特尔INTC |
| 0.48% | 0.39% | $636.8万 | 4.6万股 | $552.5万 | 12.5万股 | -8.0万股-63.58% | 减仓 |
| QQUANTINUUM INCQNT |
| 0.31% | — | $408.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
