 亚马逊AMZN |
| 18.38% | 9.34% | $4.55亿 | 191.0万股 | $1.63亿 | 78.0万股 | +113.0万股+144.80% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 14.46% | 11.39% | $3.58亿 | 1,400.2万股 | $1.98亿 | 1,325.9万股 | +74.3万股+5.60% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 10.47% | 12.93% | $2.59亿 | 86.3万股 | $2.25亿 | 90.8万股 | -4.5万股-4.92% | 减仓 |
| SSPDR标普500 ETFSPY |
| 10.14% | 12.94% | $2.51亿 | 33.6万股 | $2.25亿 | 34.6万股 | -9,900股-2.86% | 减仓 |
 台积电TSM |
| 7.89% | 7.95% | $1.95亿 | 40.9万股 | $1.38亿 | 40.9万股 | 00.00% | 持仓不变 |
| RRHRH |
| 5.66% | 2.42% | $1.40亿 | 85.1万股 | $4,212.4万 | 30.1万股 | +55.0万股+182.56% | 加仓 |
| SSOLARIS ENERGY INFRASSEI |
| 5.21% | 3.63% | $1.29亿 | 160.4万股 | $6,326.3万 | 112.0万股 | +48.5万股+43.31% | 加仓 |
 GE VernovaGEV |
| 4.63% | 4.74% | $1.15亿 | 9.8万股 | $8,253.9万 | 9.5万股 | +3,055股+3.23% | 加仓 |
| TTERAWULF COMWULF |
| 2.89% | — | $7,155.0万 | 289.7万股 | $0 | 0股 | +289.7万股 | 新买入 |
| PPROPETROPUMP |
| 2.46% | 3.35% | $6,083.7万 | 424.2万股 | $5,826.0万 | 404.3万股 | +19.9万股+4.93% | 加仓 |
| GGUARDIAN PHARMACY SVCSGRDN |
| 2.01% | 2.57% | $4,968.5万 | 118.7万股 | $4,469.0万 | 118.7万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 1.98% | 2.06% | $4,916.1万 | 6.8万股 | $3,593.9万 | 6.5万股 | +2,814股+4.30% | 加仓 |
 博通AVGO |
| 1.93% | 2.25% | $4,782.4万 | 12.7万股 | $3,918.5万 | 12.7万股 | 00.00% | 持仓不变 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.46% | 2.09% | $3,625.9万 | 18.0万股 | $3,632.1万 | 18.0万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 1.37% | 1% | $3,401.8万 | 4.5万股 | $1,740.3万 | 4.5万股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 1.29% | 2.24% | $3,208.2万 | 42.5万股 | $3,902.1万 | 42.5万股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.23% | 1.39% | $3,052.1万 | 12.2万股 | $2,411.4万 | 12.2万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.18% | 1.28% | $2,912.9万 | 2.4万股 | $2,233.8万 | 2.4万股 | 00.00% | 持仓不变 |
| HHDFC BANKHDB |
| 1.07% | 1.47% | $2,650.8万 | 102.6万股 | $2,553.3万 | 102.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.05% | 1.3% | $2,592.7万 | 13.0万股 | $2,259.9万 | 13.0万股 | 00.00% | 持仓不变 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.02% | 0.5% | $2,538.7万 | 9.3万股 | $876.3万 | 9.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1% | 1.41% | $2,477.4万 | 6.6万股 | $2,458.5万 | 6.6万股 | 00.00% | 持仓不变 |
 ZILLOW CL AZ |
| 0.6% | 1.13% | $1,491.9万 | 47.3万股 | $1,958.6万 | 47.3万股 | 00.00% | 持仓不变 |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.31% | — | $775.5万 | 55.0万股 | $0 | 0股 | +55.0万股 | 新买入 |
 优步UBER |
| 0.17% | 0.25% | $429.1万 | 5.9万股 | $427.7万 | 5.9万股 | 00.00% | 持仓不变 |
 POWER SOLUTIONS INTLPSIX |
| 0.13% | 0.24% | $317.6万 | 8.2万股 | $422.4万 | 6.9万股 | +1.2万股+17.71% | 加仓 |
