 Meta平台META |
| 5.21% | 7.39% | $11.18亿 | 198.5万股 | $12.66亿 | 221.3万股 | -22.8万股-10.30% | 减仓 |
 英伟达NVDA |
| 3.62% | 4.05% | $7.77亿 | 388.1万股 | $6.94亿 | 397.9万股 | -9.8万股-2.46% | 减仓 |
 微软MSFT |
| 3.07% | 1.03% | $6.59亿 | 176.7万股 | $1.76亿 | 47.5万股 | +129.2万股+271.73% | 加仓 |
 西部数据WDC |
| 3.04% | 0.32% | $6.53亿 | 102.2万股 | $5,518.0万 | 20.4万股 | +81.8万股+400.98% | 加仓 |
 台积电TSM |
| 2.61% | 0.12% | $5.61亿 | 117.4万股 | $1,990.5万 | 5.9万股 | +111.5万股+1,892.70% | 加仓 |
 亚马逊AMZN |
| 2.44% | 2.45% | $5.24亿 | 219.8万股 | $4.19亿 | 201.4万股 | +18.4万股+9.13% | 加仓 |
| CCARVANA CL ACVNA |
| 2.08% | 3.15% | $4.46亿 | 677.2万股 | $5.40亿 | 171.7万股 | +505.5万股+294.40% | 加仓 |
 华纳兄弟探索WBD |
| 1.99% | 2.78% | $4.26亿 | 1,598.4万股 | $4.76亿 | 1,734.2万股 | -135.8万股-7.83% | 减仓 |
 United TherapeuticsUTHR |
| 1.9% | 3.99% | $4.09亿 | 75.4万股 | $6.83亿 | 115.2万股 | -39.8万股-34.52% | 减仓 |
| BBLUE OWL CAPITALOWL |
| 1.69% | 2.04% | $3.63亿 | 4,151.1万股 | $3.48亿 | 3,816.8万股 | +334.3万股+8.76% | 加仓 |
 特斯拉TSLA |
| 1.64% | 1.39% | $3.52亿 | 83.8万股 | $2.38亿 | 64.0万股 | +19.8万股+30.95% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.59% | 1.32% | $3.42亿 | 136.6万股 | $2.25亿 | 114.1万股 | +22.5万股+19.74% | 加仓 |
 CG ONCOLOGYCGON |
| 1.15% | 1.09% | $2.46亿 | 345.9万股 | $1.87亿 | 275.9万股 | +70.0万股+25.37% | 加仓 |
 艺电EA |
| 1.08% | 2.03% | $2.31亿 | 112.7万股 | $3.48亿 | 170.7万股 | -58.0万股-33.97% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.93% | 0.32% | $1.98亿 | 265.2万股 | $5,417.2万 | 83.2万股 | +182.0万股+218.93% | 加仓 |
 DatadogDDOG |
| 0.91% | 0.41% | $1.96亿 | 75.1万股 | $6,959.0万 | 59.0万股 | +16.2万股+27.46% | 加仓 |
| TTERAWULF COMWULF |
| 0.91% | 0.47% | $1.95亿 | 788.7万股 | $8,110.8万 | 562.1万股 | +226.7万股+40.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.03% | $1.91亿 | 54.0万股 | $537.8万 | 1.9万股 | +52.1万股+2,781.53% | 加仓 |
 VanEck ETF信托SMH |
| 0.87% | 0.06% | $1.88亿 | 28.6万股 | $951.6万 | 2.5万股 | +26.1万股+1,053.18% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.85% | 0.16% | $1.83亿 | 144.8万股 | $2,787.4万 | 20.0万股 | +124.8万股+623.80% | 加仓 |
 InsmedINSM |
| 0.8% | 0.14% | $1.71亿 | 160.7万股 | $2,346.5万 | 14.4万股 | +146.3万股+1,019.65% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.77% | 0.88% | $1.64亿 | 87.7万股 | $1.51亿 | 155.0万股 | -67.3万股-43.42% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.71% | 1.16% | $1.53亿 | 96.9万股 | $1.99亿 | 155.8万股 | -58.9万股-37.81% | 减仓 |
 LumentumLITE |
| 0.71% | 0.73% | $1.52亿 | 17.8万股 | $1.25亿 | 17.8万股 | 00.00% | 持仓不变 |
| SSEZZLESEZL |
| 0.67% | 0.3% | $1.43亿 | 83.2万股 | $5,099.3万 | 80.6万股 | +2.6万股+3.21% | 加仓 |
| SSpaceXSPCX |
| 0.64% | — | $1.38亿 | 80.5万股 | $0 | 0股 | +80.5万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.62% | 0.7% | $1.33亿 | 76.7万股 | $1.20亿 | 88.9万股 | -12.2万股-13.68% | 减仓 |
 新思科技SNPS |
| 0.62% | 0.07% | $1.33亿 | 29.8万股 | $1,141.9万 | 2.9万股 | +26.9万股+932.99% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.62% | 0.57% | $1.33亿 | 41.8万股 | $9,823.9万 | 35.7万股 | +6.1万股+16.95% | 加仓 |
 希捷STX |
| 0.58% | 0.12% | $1.25亿 | 13.0万股 | $2,056.7万 | 5.3万股 | +7.8万股+147.62% | 加仓 |
| VVIASATVSAT |
| 0.58% | 0.01% | $1.23亿 | 137.4万股 | $114.5万 | 2.5万股 | +134.9万股+5,396.80% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.55% | 0.17% | $1.19亿 | 221.1万股 | $2,890.3万 | 58.5万股 | +162.5万股+277.64% | 加仓 |
 MP MATERIALSMP |
| 0.55% | 0.57% | $1.17亿 | 209.1万股 | $9,676.9万 | 200.5万股 | +8.6万股+4.29% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.5% | — | $1.08亿 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 泛林集团LRCX |
| 0.5% | — | $1.07亿 | 24.6万股 | $0 | 0股 | +24.6万股 | 新买入 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.49% | 0.01% | $1.06亿 | 665.7万股 | $230.7万 | 26.7万股 | +639.0万股+2,395.80% | 加仓 |
 IRENIREN |
| 0.49% | 0.26% | $1.05亿 | 228.8万股 | $4,411.8万 | 128.7万股 | +100.1万股+77.80% | 加仓 |
| IiShares安硕EWC |
| 0.48% | 0.58% | $1.03亿 | 179.4万股 | $9,852.9万 | 179.8万股 | -4,000股-0.22% | 减仓 |
| SSPDR道富系列信托XHB |
| 0.47% | <0.01% | $1.02亿 | 88.2万股 | $74.0万 | 7,500股 | +87.4万股+11,654.05% | 加仓 |
| EERASCAERAS |
| 0.47% | 0.06% | $1.01亿 | 550.5万股 | $991.0万 | 61.3万股 | +489.3万股+798.81% | 加仓 |
 超微电脑SMCI |
| 0.47% | 0.22% | $9,992.0万 | 340.7万股 | $3,727.4万 | 163.7万股 | +177.0万股+108.11% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.47% | 0.38% | $9,988.1万 | 196.5万股 | $6,468.2万 | 129.4万股 | +67.1万股+51.80% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.46% | 0.22% | $9,906.4万 | 387.1万股 | $3,741.6万 | 250.1万股 | +137.0万股+54.78% | 加仓 |
 VAXCYTEPCVX |
| 0.46% | 0.24% | $9,864.1万 | 169.7万股 | $4,086.3万 | 70.3万股 | +99.4万股+141.31% | 加仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.46% | 0.43% | $9,836.9万 | 18.3万股 | $7,328.6万 | 14.0万股 | +4.3万股+30.86% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.44% | 0.22% | $9,504.0万 | 387.9万股 | $3,724.6万 | 289.4万股 | +98.5万股+34.04% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.43% | 0.45% | $9,241.4万 | 104.0万股 | $7,789.8万 | 94.0万股 | +10.0万股+10.64% | 加仓 |
 WAYFAIRW |
| 0.43% | 0.32% | $9,149.6万 | 99.0万股 | $5,455.0万 | 72.5万股 | +26.5万股+36.50% | 加仓 |
 VistraVST |
| 0.41% | 0.1% | $8,716.7万 | 55.0万股 | $1,683.7万 | 11.2万股 | +43.8万股+390.63% | 加仓 |
 UNIQUREQURE |
| 0.4% | 0.24% | $8,492.1万 | 184.4万股 | $4,128.8万 | 252.5万股 | -68.2万股-26.99% | 减仓 |
