 英伟达NVDA |
| 17.81% | 26.25% | $70.41亿 | 3,519.1万股 | $64.61亿 | 3,704.4万股 | -185.4万股-5.00% | 减仓 |
| SSANDISK COMSNDK |
| 17.16% | 3.28% | $67.84亿 | 298.3万股 | $8.07亿 | 127.0万股 | +171.4万股+135.00% | 加仓 |
 AMD超威AMD |
| 9.05% | 8.15% | $35.77亿 | 615.8万股 | $20.06亿 | 986.1万股 | -370.3万股-37.55% | 减仓 |
 苹果AAPL |
| 5.5% | 7.76% | $21.76亿 | 752.0万股 | $19.11亿 | 751.6万股 | +3,323股+0.04% | 加仓 |
 微软MSFT |
| 5.41% | 8.58% | $21.38亿 | 573.0万股 | $21.12亿 | 570.0万股 | +3.0万股+0.53% | 加仓 |
 亚马逊AMZN |
| 5% | 6.34% | $19.77亿 | 829.5万股 | $15.61亿 | 749.3万股 | +80.2万股+10.70% | 加仓 |
 谷歌AGOOGL |
| 3.63% | 4.7% | $14.35亿 | 401.5万股 | $11.56亿 | 402.1万股 | -6,341股-0.16% | 减仓 |
 Meta平台META |
| 3.32% | 5.4% | $13.11亿 | 232.8万股 | $13.30亿 | 232.4万股 | +3,962股+0.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.77% | 3.6% | $10.96亿 | 310.3万股 | $8.87亿 | 309.0万股 | +1.3万股+0.41% | 加仓 |
 NEBIUSNBIS |
| 2.74% | 1.29% | $10.83亿 | 392.0万股 | $3.17亿 | 305.9万股 | +86.1万股+28.17% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 2.7% | — | $10.69亿 | 1,448.1万股 | $0 | 0股 | +1,448.1万股 | 新买入 |
 西部数据WDC |
| 1.32% | 0.26% | $5.22亿 | 81.8万股 | $6,512.0万 | 24.1万股 | +57.7万股+239.73% | 加仓 |
 LumentumLITE |
| 1.27% | 1.18% | $5.03亿 | 58.6万股 | $2.91亿 | 41.4万股 | +17.2万股+41.41% | 加仓 |
 COINBASE GLOBALCOIN |
| 0.86% | 1.99% | $3.38亿 | 231.4万股 | $4.90亿 | 280.4万股 | -49.0万股-17.48% | 减仓 |
| SSpaceXSPCX |
| 0.82% | — | $3.24亿 | 189.5万股 | $0 | 0股 | +189.5万股 | 新买入 |
 Bloom EnergyBE |
| 0.76% | 0.37% | $3.02亿 | 99.7万股 | $9,050.5万 | 66.8万股 | +32.9万股+49.25% | 加仓 |
 相干公司COHR |
| 0.74% | 0.29% | $2.92亿 | 74.0万股 | $7,038.5万 | 29.5万股 | +44.5万股+150.44% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.72% | 1.17% | $2.83亿 | 284.7万股 | $2.87亿 | 371.0万股 | -86.3万股-23.27% | 减仓 |
 帕兰提尔PLTR |
| 0.7% | 1.3% | $2.76亿 | 236.2万股 | $3.19亿 | 218.1万股 | +18.2万股+8.33% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.67% | 0.23% | $2.66亿 | 97.9万股 | $5,659.8万 | 60.3万股 | +37.6万股+62.41% | 加仓 |
| AASTERA LABSALAB |
| 0.66% | 0.22% | $2.60亿 | 53.9万股 | $5,477.5万 | 50.0万股 | +3.9万股+7.89% | 加仓 |
 特斯拉TSLA |
| 0.58% | 0.84% | $2.28亿 | 54.1万股 | $2.06亿 | 55.5万股 | -1.4万股-2.49% | 减仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.56% | 1.16% | $2.22亿 | 250.3万股 | $2.86亿 | 345.4万股 | -95.2万股-27.55% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.46% | — | $1.82亿 | 123.1万股 | $0 | 0股 | +123.1万股 | 新买入 |
 康宁GLW |
| 0.44% | 0.1% | $1.75亿 | 68.6万股 | $2,412.7万 | 17.7万股 | +50.8万股+286.47% | 加仓 |
 泛林集团LRCX |
| 0.43% | 0.15% | $1.71亿 | 39.5万股 | $3,694.0万 | 17.2万股 | +22.3万股+129.97% | 加仓 |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.43% | 1.33% | $1.69亿 | 1,269.6万股 | $3.27亿 | 1,655.5万股 | -385.9万股-23.31% | 减仓 |
 IRENIREN |
| 0.4% | 0.29% | $1.57亿 | 343.9万股 | $7,075.9万 | 206.4万股 | +137.5万股+66.63% | 加仓 |
 迈威尔MRVL |
| 0.39% | — | $1.54亿 | 51.7万股 | $0 | 0股 | +51.7万股 | 新买入 |
| DD-WAVE QUANTUMQBTS |
| 0.38% | 0.33% | $1.49亿 | 620.7万股 | $8,238.0万 | 570.9万股 | +49.8万股+8.72% | 加仓 |
| AAPPLOVINAPP |
| 0.37% | 0.45% | $1.47亿 | 28.6万股 | $1.11亿 | 27.8万股 | +8,362股+3.01% | 加仓 |
 Arm控股ARM |
| 0.36% | 0.12% | $1.42亿 | 40.1万股 | $3,038.9万 | 20.1万股 | +20.1万股+99.86% | 加仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.35% | 0.75% | $1.40亿 | 223.7万股 | $1.85亿 | 193.6万股 | +30.1万股+15.56% | 加仓 |
 RobinhoodHOOD |
| 0.35% | 0.4% | $1.40亿 | 139.5万股 | $9,967.8万 | 143.8万股 | -4.3万股-2.99% | 减仓 |
 GE VernovaGEV |
| 0.35% | 0.25% | $1.37亿 | 11.7万股 | $6,118.6万 | 7.0万股 | +4.7万股+66.75% | 加仓 |
| SStrategyMSTR |
| 0.34% | 0.65% | $1.35亿 | 155.5万股 | $1.60亿 | 128.4万股 | +27.1万股+21.11% | 加仓 |
 博通AVGO |
| 0.34% | 0.31% | $1.34亿 | 35.5万股 | $7,684.5万 | 24.7万股 | +10.7万股+43.38% | 加仓 |
| SSPDR道富系列信托XRT |
| 0.33% | 0.33% | $1.32亿 | 150.0万股 | $8,047.0万 | 100.0万股 | +50.0万股+50.00% | 加仓 |
| I景顺QQQ信托VOO |
| 0.32% | — | $1.26亿 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 美光科技MU |
| 0.29% | 0.05% | $1.16亿 | 10.0万股 | $1,351.4万 | 4.0万股 | +6.0万股+151.17% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.25% | — | $9,783.5万 | 44.3万股 | $0 | 0股 | +44.3万股 | 新买入 |
| AAXT·INCAXTI |
| 0.24% | — | $9,434.7万 | 130.9万股 | $0 | 0股 | +130.9万股 | 新买入 |
| IIBMIBM |
| 0.23% | — | $9,182.6万 | 32.7万股 | $0 | 0股 | +32.7万股 | 新买入 |
 联合健康UNH |
| 0.23% | 0.66% | $8,985.6万 | 21.6万股 | $1.63亿 | 60.2万股 | -38.6万股-64.07% | 减仓 |
 超微电脑SMCI |
| 0.22% | 0.08% | $8,768.6万 | 299.0万股 | $2,041.7万 | 89.7万股 | +209.3万股+233.42% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.21% | — | $8,149.9万 | 51.5万股 | $0 | 0股 | +51.5万股 | 新买入 |
| TTEMPUS AITEM |
| 0.2% | 0.18% | $7,792.0万 | 134.5万股 | $4,321.1万 | 95.6万股 | +38.9万股+40.76% | 加仓 |
 科磊KLAC |
| 0.2% | 0.03% | $7,720.3万 | 25.6万股 | $629.3万 | 4,274股 | +25.2万股+5,886.99% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.19% | 0.09% | $7,320.4万 | 72.0万股 | $2,132.4万 | 33.2万股 | +38.8万股+116.88% | 加仓 |
 希捷STX |
| 0.18% | — | $7,056.4万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
