 英伟达NVDA |
| 23.81% | 11.9% | $600.3万 | 3.0万股 | $521.5万 | 3.0万股 | +100股+0.33% | 加仓 |
 BANCO SANTANDER ADRSAN |
| 13.68% | — | $345.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 台积电TSM |
| 9.47% | 3.86% | $238.8万 | 5,000股 | $169.0万 | 5,000股 | 00.00% | 持仓不变 |
 美光科技MU |
| 9.16% | 7.71% | $230.9万 | 2,000股 | $337.8万 | 1.0万股 | -8,000股-80.00% | 减仓 |
 谷歌AGOOGL |
| 8.5% | 1.97% | $214.4万 | 6,000股 | $86.3万 | 3,000股 | +3,000股+100.00% | 加仓 |
 亚马逊AMZN |
| 7.56% | 1.43% | $190.7万 | 8,000股 | $62.5万 | 3,000股 | +5,000股+166.67% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 6.9% | 3.06% | $174.1万 | 2.0万股 | $134.1万 | 2.0万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 5.97% | 1.26% | $150.4万 | 1.5万股 | $55.4万 | 8,000股 | +7,000股+87.50% | 加仓 |
 微软MSFT |
| 5.92% | 8.45% | $149.2万 | 4,000股 | $370.2万 | 1.0万股 | -6,000股-60.00% | 减仓 |
 Meta平台META |
| 3.35% | 2.61% | $84.5万 | 1,500股 | $114.4万 | 2,000股 | -500股-25.00% | 减仓 |
 FERRARI COMRACE |
| 2.21% | 1.16% | $55.8万 | 1,500股 | $50.8万 | 1,500股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.98% | 1.54% | $50.0万 | 7,000股 | $67.3万 | 7,000股 | 00.00% | 持仓不变 |
 SITIMESITM |
| 1.48% | 1.58% | $37.3万 | 500股 | $69.1万 | 2,000股 | -1,500股-75.00% | 减仓 |
