| SSANDISK COMSNDK |
| 11.43% | 2.23% | $26.94亿 | 118.5万股 | $3.52亿 | 55.4万股 | +63.0万股+113.67% | 加仓 |
| I景顺QQQ信托VOO |
| 11.1% | 10.8% | $26.15亿 | 355.2万股 | $17.08亿 | 295.9万股 | +59.2万股+20.02% | 加仓 |
 博通AVGO |
| 4.08% | 6.89% | $9.62亿 | 254.6万股 | $10.90亿 | 352.1万股 | -97.5万股-27.70% | 减仓 |
 微软MSFT |
| 3.82% | 4.35% | $9.01亿 | 241.6万股 | $6.88亿 | 185.8万股 | +55.8万股+30.05% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 3.59% | 0.15% | $8.46亿 | 571.0万股 | $2,446.1万 | 28.9万股 | +542.1万股+1,874.73% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 3.35% | 1.65% | $7.90亿 | 889.5万股 | $2.61亿 | 315.4万股 | +574.1万股+182.01% | 加仓 |
 迈威尔MRVL |
| 3.08% | 0.83% | $7.25亿 | 243.4万股 | $1.32亿 | 133.0万股 | +110.3万股+82.93% | 加仓 |
 LumentumLITE |
| 2.67% | 4.36% | $6.29亿 | 73.3万股 | $6.90亿 | 98.2万股 | -25.0万股-25.42% | 减仓 |
 礼来LLY |
| 2.41% | 2.45% | $5.69亿 | 47.4万股 | $3.87亿 | 42.1万股 | +5.4万股+12.77% | 加仓 |
 英伟达NVDA |
| 2.25% | 2.14% | $5.30亿 | 265.0万股 | $3.38亿 | 193.7万股 | +71.4万股+36.84% | 加仓 |
 联合健康UNH |
| 2.02% | 3.37% | $4.77亿 | 114.8万股 | $5.32亿 | 196.8万股 | -82.0万股-41.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.82% | 0.01% | $4.28亿 | 121.1万股 | $96.5万 | 3,365股 | +120.8万股+35,902.11% | 加仓 |
 特斯拉TSLA |
| 1.74% | 2.71% | $4.11亿 | 97.7万股 | $4.29亿 | 115.3万股 | -17.6万股-15.25% | 减仓 |
| AAXT·INCAXTI |
| 1.7% | <0.01% | $4.01亿 | 556.4万股 | $45.6万 | 8,009股 | +555.6万股+69,370.55% | 加仓 |
| SSpaceXSPCX |
| 1.65% | — | $3.88亿 | 227.3万股 | $0 | 0股 | +227.3万股 | 新买入 |
 高盛GS |
| 1.64% | 2.41% | $3.85亿 | 38.1万股 | $3.81亿 | 45.1万股 | -7.0万股-15.43% | 减仓 |
 ServiceNowNOW |
| 1.63% | 0.02% | $3.84亿 | 386.3万股 | $269.4万 | 2.6万股 | +383.8万股+14,894.32% | 加仓 |
 谷歌AGOOGL |
| 1.51% | 0.87% | $3.56亿 | 99.5万股 | $1.37亿 | 47.7万股 | +51.8万股+108.50% | 加仓 |
| SStrategyMSTR |
| 1.35% | 2.74% | $3.18亿 | 365.7万股 | $4.34亿 | 347.7万股 | +18.0万股+5.18% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.35% | 0.86% | $3.17亿 | 105.6万股 | $1.36亿 | 55.0万股 | +50.6万股+92.00% | 加仓 |
 COINSHARES BITCOIN ETFCPNG |
| 1.27% | 2.05% | $3.00亿 | 1,814.0万股 | $3.24亿 | 1,694.0万股 | +120.0万股+7.08% | 加仓 |
 亚马逊AMZN |
| 1.24% | 0.22% | $2.93亿 | 122.8万股 | $3,544.2万 | 17.0万股 | +105.8万股+621.46% | 加仓 |
 GE VernovaGEV |
| 1.21% | 1.13% | $2.86亿 | 24.4万股 | $1.79亿 | 20.5万股 | +3.9万股+19.12% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 1.04% | — | $2.45亿 | 331.4万股 | $0 | 0股 | +331.4万股 | 新买入 |
| IIONQIONQ |
| 1.02% | 0.73% | $2.40亿 | 450.8万股 | $1.15亿 | 400.6万股 | +50.2万股+12.52% | 加仓 |
 NEBIUSNBIS |
| 0.91% | 0.47% | $2.14亿 | 77.6万股 | $7,398.7万 | 71.3万股 | +6.3万股+8.77% | 加仓 |
 甲骨文ORCL |
| 0.82% | 0.9% | $1.94亿 | 132.2万股 | $1.42亿 | 96.3万股 | +35.9万股+37.32% | 加仓 |
 ADOBE COMADBE |
| 0.8% | 0.1% | $1.88亿 | 91.8万股 | $1,574.0万 | 6.5万股 | +85.3万股+1,317.45% | 加仓 |
 VertivVRT |
| 0.76% | 0.38% | $1.79亿 | 53.5万股 | $6,014.4万 | 24.0万股 | +29.5万股+122.90% | 加仓 |
 康宁GLW |
| 0.74% | 0.1% | $1.74亿 | 68.0万股 | $1,574.2万 | 11.6万股 | +56.5万股+487.74% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.73% | 1.88% | $1.73亿 | 518.4万股 | $2.98亿 | 775.7万股 | -257.3万股-33.17% | 减仓 |
 美光科技MU |
| 0.7% | 0.34% | $1.66亿 | 14.4万股 | $5,346.4万 | 15.8万股 | -1.5万股-9.21% | 减仓 |
 TRAVELERS COSTRV |
| 0.7% | — | $1.65亿 | 50.1万股 | $0 | 0股 | +50.1万股 | 新买入 |
 RobinhoodHOOD |
| 0.69% | 0.59% | $1.62亿 | 161.8万股 | $9,325.1万 | 134.6万股 | +27.3万股+20.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.06% | $1.61亿 | 32.2万股 | $879.0万 | 1.8万股 | +30.4万股+1,656.06% | 加仓 |
 AMGEN COMAMGN |
| 0.6% | 0.01% | $1.42亿 | 39.3万股 | $80.3万 | 2,282股 | +39.0万股+17,107.32% | 加仓 |
 万事达MA |
| 0.55% | 3.48% | $1.30亿 | 25.3万股 | $5.50亿 | 110.2万股 | -84.9万股-77.04% | 减仓 |
| NNUSCALE PWR CORP CLASS ASMR |
| 0.54% | 0.62% | $1.27亿 | 1,271.1万股 | $9,862.4万 | 909.8万股 | +361.3万股+39.71% | 加仓 |
 REDDIT CL ARDDT |
| 0.49% | 0.66% | $1.16亿 | 66.9万股 | $1.05亿 | 77.9万股 | -11.0万股-14.08% | 减仓 |
 超微电脑SMCI |
| 0.47% | 0.32% | $1.12亿 | 381.5万股 | $5,111.0万 | 224.5万股 | +157.0万股+69.96% | 加仓 |
| V先锋领航指数基金VOO |
| 0.47% | 0.47% | $1.11亿 | 16.1万股 | $7,495.8万 | 12.5万股 | +3.6万股+28.63% | 加仓 |
| IiShares安硕信托FXI |
| 0.47% | 0.09% | $1.11亿 | 350.6万股 | $1,470.1万 | 40.9万股 | +309.6万股+756.13% | 加仓 |
| MMARA HLDGS INCMARA |
| 0.47% | 0.43% | $1.10亿 | 795.3万股 | $6,785.0万 | 831.5万股 | -36.2万股-4.35% | 减仓 |
 财捷INTU |
| 0.46% | 1.11% | $1.08亿 | 41.5万股 | $1.76亿 | 40.6万股 | +8,860股+2.18% | 加仓 |
 IRENIREN |
| 0.44% | 0.85% | $1.03亿 | 224.6万股 | $1.34亿 | 391.9万股 | -167.3万股-42.70% | 减仓 |
 Arm控股ARM |
| 0.4% | 0.03% | $9,445.1万 | 26.6万股 | $469.6万 | 3.1万股 | +23.5万股+758.22% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.4% | — | $9,342.4万 | 42.3万股 | $0 | 0股 | +42.3万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.39% | 0.41% | $9,151.6万 | 91.9万股 | $6,545.7万 | 84.5万股 | +7.4万股+8.81% | 加仓 |
 Bloom EnergyBE |
| 0.38% | 0.03% | $8,866.3万 | 29.3万股 | $414.1万 | 3.1万股 | +26.2万股+858.31% | 加仓 |
 英特尔INTC |
| 0.36% | 0.18% | $8,412.9万 | 60.3万股 | $2,915.6万 | 66.1万股 | -5.8万股-8.80% | 减仓 |
