 Meta平台META |
| 11.22% | 11.5% | $6.64亿 | 90.0万股 | $5.83亿 | 101.3万股 | -11.3万股-11.19% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.22% | 3.78% | $3.68亿 | 59.5万股 | $1.92亿 | 34.3万股 | +25.2万股+73.33% | 加仓 |
 COINBASE GLOBALCOIN |
| 4.03% | 1.95% | $2.39亿 | 68.2万股 | $9,872.9万 | 57.4万股 | +10.8万股+18.79% | 加仓 |
 博通AVGO |
| 3.66% | 2.74% | $2.16亿 | 78.4万股 | $1.39亿 | 83.1万股 | -4.8万股-5.74% | 减仓 |
| AAPPLOVINAPP |
| 3.25% | 2.76% | $1.92亿 | 65.0万股 | $1.40亿 | 65.7万股 | -7,300股-1.11% | 减仓 |
 英伟达NVDA |
| 3.15% | 3.01% | $1.86亿 | 117.9万股 | $1.52亿 | 141.1万股 | -23.2万股-16.44% | 减仓 |
 特斯拉TSLA |
| 2.95% | 2.68% | $1.75亿 | 54.9万股 | $1.36亿 | 52.6万股 | +2.3万股+4.45% | 加仓 |
 NETFLIXNFLX |
| 2.69% | 1.88% | $1.59亿 | 11.9万股 | $9,525.9万 | 10.2万股 | +1.7万股+16.36% | 加仓 |
 CencoraCOR |
| 2.24% | 2.48% | $1.33亿 | 44.2万股 | $1.26亿 | 45.3万股 | -1.1万股-2.34% | 减仓 |
 亚马逊AMZN |
| 2.17% | 1.46% | $1.28亿 | 58.6万股 | $7,425.2万 | 39.1万股 | +19.6万股+50.07% | 加仓 |
 微软MSFT |
| 2% | 1.73% | $1.18亿 | 23.8万股 | $8,783.6万 | 23.4万股 | +3,372股+1.44% | 加仓 |
| IiShares安硕EWC |
| 1.85% | 1.57% | $1.09亿 | 237.4万股 | $7,973.9万 | 194.5万股 | +42.9万股+22.08% | 加仓 |
| I景顺QQQ信托VOO |
| 1.77% | 1.52% | $1.05亿 | 19.0万股 | $7,686.9万 | 16.4万股 | +2.6万股+15.74% | 加仓 |
 AMD超威AMD |
| 1.57% | 1.22% | $9,280.5万 | 65.4万股 | $6,166.4万 | 59.9万股 | +5.5万股+9.17% | 加仓 |
| SSPDR黄金信托GLD |
| 1.31% | 0.66% | $7,777.5万 | 25.5万股 | $3,358.1万 | 11.7万股 | +13.8万股+118.70% | 加仓 |
 苹果AAPL |
| 1.31% | 1.28% | $7,755.2万 | 37.8万股 | $6,511.3万 | 29.3万股 | +8.5万股+28.98% | 加仓 |
 UNITED AIRLS COMUAL |
| 1.27% | 1.33% | $7,533.8万 | 94.2万股 | $6,739.2万 | 97.7万股 | -3.5万股-3.58% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.23% | 0.46% | $7,282.9万 | 33.8万股 | $2,336.0万 | 11.7万股 | +22.0万股+188.22% | 加仓 |
 PALO ALTOPANW |
| 1.23% | 1.28% | $7,257.0万 | 35.4万股 | $6,489.5万 | 38.0万股 | -2.6万股-6.72% | 减仓 |
| SSPDR道富系列信托XRT |
| 1.07% | 1.5% | $6,306.6万 | 81.8万股 | $7,602.0万 | 110.0万股 | -28.2万股-25.62% | 减仓 |
 帕兰提尔PLTR |
| 1.04% | 0.62% | $6,168.7万 | 45.4万股 | $3,150.8万 | 37.5万股 | +7.8万股+20.92% | 加仓 |
 GE航空GE |
| 1.03% | — | $6,097.0万 | 23.7万股 | $0 | 0股 | +23.7万股 | 新买入 |
 VanEck ETF信托SMH |
| 0.98% | 1.07% | $5,782.6万 | 20.7万股 | $5,416.4万 | 25.7万股 | -4.9万股-19.26% | 减仓 |
 联合健康UNH |
| 0.94% | 0.72% | $5,534.9万 | 17.7万股 | $3,631.3万 | 6.9万股 | +10.8万股+155.99% | 加仓 |
 沃尔玛WMT |
| 0.91% | 0.21% | $5,400.8万 | 55.1万股 | $1,045.7万 | 11.9万股 | +43.2万股+363.79% | 加仓 |
 台积电TSM |
| 0.88% | 1.09% | $5,227.5万 | 23.1万股 | $5,544.8万 | 33.4万股 | -10.3万股-30.75% | 减仓 |
| IiShares安硕信托EEM |
| 0.83% | 0.85% | $4,915.7万 | 101.9万股 | $4,309.2万 | 97.9万股 | +4.0万股+4.05% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.77% | 1.31% | $4,568.5万 | 25.1万股 | $6,628.1万 | 43.3万股 | -18.2万股-42.06% | 减仓 |
| KKB HOMEKBH |
| 0.75% | 0.96% | $4,433.1万 | 83.7万股 | $4,869.3万 | 83.8万股 | -900股-0.11% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.71% | 0.14% | $4,220.1万 | 34.3万股 | $726.7万 | 8.0万股 | +26.3万股+329.65% | 加仓 |
 阿里巴巴BABA |
| 0.69% | 1.09% | $4,057.8万 | 35.9万股 | $5,505.3万 | 41.7万股 | -5.8万股-13.90% | 减仓 |
 埃克森美孚XOM |
| 0.67% | 0.83% | $3,977.6万 | 36.8万股 | $4,195.9万 | 35.3万股 | +1.6万股+4.45% | 加仓 |
 波音BA |
| 0.67% | 0.64% | $3,973.2万 | 18.9万股 | $3,223.1万 | 18.8万股 | +713股+0.38% | 加仓 |
| IiShares安硕信托TLT |
| 0.63% | 0.65% | $3,705.6万 | 42.0万股 | $3,274.3万 | 36.0万股 | +6.0万股+16.74% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.62% | 0.5% | $3,655.7万 | 16.3万股 | $2,530.5万 | 17.3万股 | -1.0万股-5.84% | 减仓 |
 礼来LLY |
| 0.58% | 0.24% | $3,439.8万 | 4.4万股 | $1,197.7万 | 1.5万股 | +3.0万股+204.14% | 加仓 |
 WAYFAIRW |
| 0.58% | 0.4% | $3,416.3万 | 67.0万股 | $2,053.8万 | 64.2万股 | +2.8万股+4.37% | 加仓 |
 谷歌AGOOGL |
| 0.57% | 0.79% | $3,347.5万 | 19.0万股 | $4,031.6万 | 26.0万股 | -7.0万股-26.87% | 减仓 |
 好市多COST |
| 0.54% | 0.75% | $3,217.5万 | 3.3万股 | $3,821.0万 | 4.0万股 | -7,900股-19.55% | 减仓 |
 西部数据WDC |
| 0.53% | 1.6% | $3,108.3万 | 48.6万股 | $8,091.3万 | 202.3万股 | -153.7万股-75.99% | 减仓 |
 优步UBER |
| 0.52% | 0.35% | $3,085.7万 | 33.2万股 | $1,795.8万 | 24.6万股 | +8.6万股+34.88% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.52% | — | $3,073.8万 | 27.7万股 | $0 | 0股 | +27.7万股 | 新买入 |
| IiShares安硕信托GVI |
| 0.5% | — | $2,947.2万 | 28.3万股 | $0 | 0股 | +28.3万股 | 新买入 |
| CCARVANA CL ACVNA |
| 0.48% | 0.55% | $2,834.2万 | 8.4万股 | $2,767.2万 | 13.2万股 | -4.8万股-36.48% | 减仓 |
 高盛GS |
| 0.46% | 0.47% | $2,740.0万 | 3.9万股 | $2,396.9万 | 4.4万股 | -5,200股-11.85% | 减仓 |
 CrowdStrikeCRWD |
| 0.42% | 0.27% | $2,509.4万 | 4.9万股 | $1,352.0万 | 3.8万股 | +1.1万股+28.72% | 加仓 |
| Q高通QCOM |
| 0.4% | 0.21% | $2,348.4万 | 14.8万股 | $1,065.2万 | 6.9万股 | +7.9万股+113.53% | 加仓 |
| GGRANITE CONSTRSPHB |
| 0.37% | 0.36% | $2,186.6万 | 23.3万股 | $1,819.3万 | 24.3万股 | -9,956股-4.10% | 减仓 |
 Arista网络ANET |
| 0.37% | 0.2% | $2,173.6万 | 21.3万股 | $1,028.1万 | 13.4万股 | +8.0万股+59.61% | 加仓 |
 DatadogDDOG |
| 0.37% | 0.41% | $2,161.4万 | 16.1万股 | $2,069.2万 | 20.9万股 | -4.8万股-22.83% | 减仓 |
