| SSPDR标普500 ETFSPY |
| 10.34% | — | $4.03亿 | 54.0万股 | $0 | 0股 | +54.0万股 | 新买入 |
 AMD超威AMD |
| 4.3% | 1.59% | $1.67亿 | 28.8万股 | $3,654.5万 | 18.0万股 | +10.9万股+60.48% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 3.1% | 4.4% | $1.21亿 | 38.4万股 | $1.01亿 | 35.2万股 | +3.3万股+9.30% | 加仓 |
 艺电EA |
| 2.96% | 6.82% | $1.16亿 | 56.4万股 | $1.56亿 | 76.7万股 | -20.3万股-26.51% | 减仓 |
 应用材料AMAT |
| 2.94% | 1.4% | $1.15亿 | 15.9万股 | $3,206.7万 | 9.4万股 | +6.5万股+69.26% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.87% | 0.52% | $1.12亿 | 25.9万股 | $1,185.3万 | 7.2万股 | +18.7万股+259.28% | 加仓 |
 华纳兄弟探索WBD |
| 2.69% | 3.73% | $1.05亿 | 393.5万股 | $8,541.4万 | 311.0万股 | +82.5万股+26.51% | 加仓 |
 康宁GLW |
| 2.6% | 1.05% | $1.01亿 | 39.7万股 | $2,414.2万 | 17.8万股 | +21.9万股+123.37% | 加仓 |
 BridgeBioBBIO |
| 2.58% | 4.09% | $1.01亿 | 135.2万股 | $9,376.4万 | 126.3万股 | +9.0万股+7.09% | 加仓 |
 RobinhoodHOOD |
| 2.56% | 1% | $9,990.6万 | 99.6万股 | $2,289.6万 | 33.0万股 | +66.6万股+201.54% | 加仓 |
 DatadogDDOG |
| 2.33% | 0.68% | $9,068.3万 | 34.8万股 | $1,568.7万 | 13.3万股 | +21.5万股+162.11% | 加仓 |
| CCARVANA CL ACVNA |
| 2.27% | — | $8,841.8万 | 134.3万股 | $0 | 0股 | +134.3万股 | 新买入 |
| Q高通QCOM |
| 2.27% | — | $8,836.1万 | 47.8万股 | $0 | 0股 | +47.8万股 | 新买入 |
 英特尔INTC |
| 2.24% | 0.63% | $8,719.9万 | 62.5万股 | $1,448.2万 | 32.8万股 | +29.6万股+90.30% | 加仓 |
 CloudflareNET |
| 1.93% | 0.27% | $7,530.1万 | 30.7万股 | $613.4万 | 3.0万股 | +27.7万股+932.66% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.89% | — | $7,372.9万 | 29.0万股 | $0 | 0股 | +29.0万股 | 新买入 |
 泛林集团LRCX |
| 1.87% | 1.2% | $7,279.9万 | 16.8万股 | $2,754.0万 | 12.9万股 | +3.9万股+30.34% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.79% | 0.79% | $6,967.9万 | 3.5万股 | $1,801.0万 | 1.3万股 | +2.2万股+169.20% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.78% | — | $6,940.8万 | 38.7万股 | $0 | 0股 | +38.7万股 | 新买入 |
 MINERALYS THERAPEUTICSMLYS |
| 1.73% | 2.64% | $6,761.6万 | 250.6万股 | $6,046.6万 | 223.2万股 | +27.4万股+12.28% | 加仓 |
| AAPPLOVINAPP |
| 1.66% | — | $6,471.3万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 相干公司COHR |
| 1.48% | — | $5,784.0万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 科磊KLAC |
| 1.2% | 0.44% | $4,697.6万 | 15.6万股 | $1,016.0万 | 6,900股 | +14.9万股+2,156.52% | 加仓 |
 帕兰提尔PLTR |
| 1.17% | 1.02% | $4,566.5万 | 39.1万股 | $2,338.2万 | 16.0万股 | +23.2万股+144.86% | 加仓 |
| NNUVATION BIONUVB |
| 1.14% | 1.46% | $4,441.8万 | 782.0万股 | $3,355.9万 | 782.3万股 | -2,625股-0.03% | 减仓 |
 博通AVGO |
| 1.08% | 1.77% | $4,205.2万 | 11.1万股 | $4,055.2万 | 13.1万股 | -2.0万股-15.03% | 减仓 |
 COINBASE GLOBALCOIN |
| 1.05% | 0.19% | $4,077.9万 | 27.9万股 | $441.2万 | 2.5万股 | +25.4万股+1,003.87% | 加仓 |
 Arista网络ANET |
| 1.04% | 0.7% | $4,063.5万 | 23.9万股 | $1,600.0万 | 13.0万股 | +10.9万股+83.56% | 加仓 |
 台积电TSM |
| 1% | 0.39% | $3,901.7万 | 8.2万股 | $898.9万 | 2.7万股 | +5.5万股+207.14% | 加仓 |
 LumentumLITE |
| 0.97% | — | $3,800.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 高盛GS |
| 0.91% | 0.43% | $3,560.0万 | 3.5万股 | $981.3万 | 1.2万股 | +2.4万股+203.45% | 加仓 |
| AASTERA LABSALAB |
| 0.83% | — | $3,247.9万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 迈威尔MRVL |
| 0.83% | 0.1% | $3,233.6万 | 10.9万股 | $229.3万 | 2.3万股 | +8.5万股+368.88% | 加仓 |
 西部数据WDC |
| 0.79% | 0.07% | $3,086.1万 | 4.8万股 | $157.7万 | 5,829股 | +4.2万股+728.91% | 加仓 |
 自由港麦克莫兰FCX |
| 0.71% | 0.87% | $2,768.5万 | 44.0万股 | $1,997.1万 | 34.0万股 | +10.0万股+29.56% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.69% | 0.22% | $2,706.5万 | 2.0万股 | $502.9万 | 4,600股 | +1.5万股+325.63% | 加仓 |
| IIBMIBM |
| 0.67% | 0.13% | $2,629.3万 | 9.4万股 | $305.5万 | 1.3万股 | +8.1万股+641.77% | 加仓 |
 VertivVRT |
| 0.67% | 0.12% | $2,602.3万 | 7.8万股 | $270.6万 | 1.1万股 | +6.7万股+619.65% | 加仓 |
 慧与HPEHPE |
| 0.63% | 0.35% | $2,470.2万 | 54.8万股 | $805.2万 | 33.8万股 | +20.9万股+61.93% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.57% | 0.46% | $2,227.7万 | 24.4万股 | $1,043.5万 | 16.2万股 | +8.3万股+51.25% | 加仓 |
 CienaCIEN |
| 0.55% | — | $2,146.8万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| BBridgeBioBBIO |
| 0.54% | 0.94% | $2,121.9万 | 1,910.0万股 | $2,153.2万 | 1,910.0万股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.51% | 1.49% | $1,983.2万 | 14.2万股 | $3,414.3万 | 30.1万股 | -15.9万股-52.93% | 减仓 |
 特斯拉TSLA |
| 0.49% | 1.12% | $1,905.3万 | 4.5万股 | $2,564.8万 | 6.9万股 | -2.4万股-34.34% | 减仓 |
 黑石集团BX |
| 0.49% | 0.74% | $1,903.3万 | 16.2万股 | $1,705.3万 | 14.8万股 | +1.3万股+9.07% | 加仓 |
 Bloom EnergyBE |
| 0.49% | — | $1,900.5万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| RROCKET LAB COMRKLB |
| 0.48% | — | $1,879.4万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.48% | 0.03% | $1,865.4万 | 18.7万股 | $77.4万 | 9,989股 | +17.7万股+1,776.06% | 加仓 |
| SSANDISK COMSNDK |
| 0.48% | 0.15% | $1,862.4万 | 8,191股 | $336.1万 | 5,290股 | +2,901股+54.84% | 加仓 |
 赛富时CRM |
| 0.46% | 0.37% | $1,786.1万 | 11.4万股 | $841.9万 | 4.5万股 | +6.9万股+152.80% | 加仓 |
