 英特尔INTC |
| 13.15% | 2.61% | $8,195.5万 | 58.7万股 | $1,254.5万 | 28.4万股 | +30.3万股+106.47% | 加仓 |
 迈威尔MRVL |
| 12.34% | — | $7,687.6万 | 25.8万股 | $0 | 0股 | +25.8万股 | 新买入 |
 台积电TSM |
| 12.14% | 1.9% | $7,564.2万 | 15.8万股 | $912.5万 | 2.7万股 | +13.1万股+486.63% | 加仓 |
| SSANDISK COMSNDK |
| 10.39% | — | $6,476.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 Meta平台META |
| 9.23% | 16.05% | $5,747.8万 | 10.2万股 | $7,723.8万 | 13.5万股 | -3.3万股-24.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 9.04% | 4.99% | $5,629.7万 | 15.9万股 | $2,401.0万 | 8.4万股 | +7.6万股+90.36% | 加仓 |
 西部数据WDC |
| 6.57% | — | $4,091.1万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 2.82% | 7.23% | $1,755.4万 | 23.0万股 | $3,476.4万 | 34.0万股 | -11.0万股-32.36% | 减仓 |
 希捷STX |
| 2.27% | — | $1,413.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 CENTRUS ENERGY CL ALEU |
| 2.07% | 3.96% | $1,291.7万 | 7.7万股 | $1,907.1万 | 11.0万股 | -3.3万股-29.96% | 减仓 |
| PPROSHARES ULTRA GOLD ETFBITU |
| 2% | 8.91% | $1,249.1万 | 28.5万股 | $4,288.3万 | 69.8万股 | -41.3万股-59.19% | 减仓 |
 康宁GLW |
| 1.92% | — | $1,195.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 NubankNU |
| 1.91% | — | $1,188.6万 | 89.0万股 | $0 | 0股 | +89.0万股 | 新买入 |
 TRIP COMTCOM |
| 1.84% | 3.37% | $1,144.3万 | 28.7万股 | $1,622.8万 | 32.6万股 | -3.9万股-11.87% | 减仓 |
 相干公司COHR |
| 1.83% | — | $1,141.6万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 ZoomZM |
| 1.67% | — | $1,037.7万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| PPARAMOUNT SKYDANCEPSKY |
| 1.49% | 1.42% | $926.5万 | 94.0万股 | $683.9万 | 75.8万股 | +18.1万股+23.94% | 加仓 |
 联合健康UNH |
| 1.05% | 2.65% | $651.5万 | 1.6万股 | $1,276.8万 | 4.7万股 | -3.2万股-66.78% | 减仓 |
 美光科技MU |
| 0.98% | — | $609.5万 | 5,280股 | $0 | 0股 | +5,280股 | 新买入 |
 GE VernovaGEV |
| 0.96% | — | $597.4万 | 5,085股 | $0 | 0股 | +5,085股 | 新买入 |
| RROCKET LAB COMRKLB |
| 0.86% | 4.79% | $535.7万 | 5.3万股 | $2,306.8万 | 35.9万股 | -30.7万股-85.33% | 减仓 |
| SSO YOUNG INTERNATIONAL INCSY |
| 0.73% | 1.74% | $454.0万 | 306.8万股 | $837.5万 | 306.8万股 | 00.00% | 持仓不变 |
| PPROSHARES ULTRA SILVERAGQ |
| 0.64% | 0.69% | $400.7万 | 5.9万股 | $331.8万 | 2.8万股 | +3.1万股+112.21% | 加仓 |
 FULL TRUCK ALLIANCEYMM |
| 0.54% | 0.81% | $335.2万 | 41.3万股 | $388.8万 | 46.8万股 | -5.6万股-11.87% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.52% | 2.4% | $322.1万 | 24.3万股 | $1,155.3万 | 143.7万股 | -119.4万股-83.12% | 减仓 |
| OOKLOOKLO |
| 0.32% | — | $199.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| MMogu Inc ADRMOGU |
| 0.18% | 0.32% | $114.3万 | 68.4万股 | $153.7万 | 68.9万股 | -4,964股-0.72% | 减仓 |
 腾讯音乐TME |
| 0.11% | 0.18% | $69.6万 | 8.3万股 | $87.8万 | 9.5万股 | -1.1万股-11.94% | 减仓 |
 莫德纳MRNA |
| 0.1% | — | $60.9万 | 8,700股 | $0 | 0股 | +8,700股 | 新买入 |
| AASTERA LABSALAB |
| 0.09% | — | $58.7万 | 1,215股 | $0 | 0股 | +1,215股 | 新买入 |
| YYOULIFE GROUP INCYOUL |
| 0.09% | 0.2% | $56.2万 | 100.0万股 | $97.5万 | 100.0万股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 0.09% | — | $55.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 博通AVGO |
| 0.07% | — | $43.5万 | 1,152股 | $0 | 0股 | +1,152股 | 新买入 |
| YYUNJI INCYJ |
| 0.01% | 0.01% | $4.6万 | 3.2万股 | $4.9万 | 3.2万股 | -112股-0.35% | 减仓 |
