 希捷STX |
| 22.38% | 5.87% | $7.12亿 | 73.8万股 | $8,148.6万 | 20.8万股 | +53.0万股+254.70% | 加仓 |
 美光科技MU |
| 21.94% | 19.08% | $6.98亿 | 60.5万股 | $2.65亿 | 78.4万股 | -17.9万股-22.88% | 减仓 |
 西部数据WDC |
| 19.73% | 6.72% | $6.28亿 | 98.3万股 | $9,331.9万 | 34.5万股 | +63.8万股+184.81% | 加仓 |
 泛林集团LRCX |
| 11.72% | 12.55% | $3.73亿 | 86.0万股 | $1.74亿 | 81.6万股 | +4.4万股+5.43% | 加仓 |
| SSANDISK COMSNDK |
| 8.5% | 0.79% | $2.70亿 | 11.9万股 | $1,092.8万 | 1.7万股 | +10.2万股+591.08% | 加仓 |
 Bloom EnergyBE |
| 7.5% | 9.56% | $2.39亿 | 78.8万股 | $1.33亿 | 98.0万股 | -19.2万股-19.55% | 减仓 |
 英伟达NVDA |
| 2.79% | 4.52% | $8,887.2万 | 44.4万股 | $6,278.4万 | 36.0万股 | +8.4万股+23.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.6% | 2.94% | $5,088.0万 | 14.4万股 | $4,079.1万 | 14.2万股 | +1,800股+1.27% | 加仓 |
| EETP ON S&P 500 VIX STF 2024/23-JAN-2048 (BARCLAYS)VXX |
| 0.93% | 0.79% | $2,944.6万 | 133.3万股 | $1,103.1万 | 30.9万股 | +102.4万股+331.39% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.51% | — | $1,622.4万 | 66.2万股 | $0 | 0股 | +66.2万股 | 新买入 |
 ZoomZM |
| 0.5% | — | $1,577.7万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
| Q高通QCOM |
| 0.49% | — | $1,570.7万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 亚马逊AMZN |
| 0.49% | 1.3% | $1,548.3万 | 6.5万股 | $1,803.6万 | 8.7万股 | -2.2万股-24.99% | 减仓 |
 Meta平台META |
| 0.48% | 0.79% | $1,532.1万 | 2.7万股 | $1,098.5万 | 1.9万股 | +8,000股+41.67% | 加仓 |
| PPROSHARES ULTRAPRO SHORT QQQSQQQ |
| 0.45% | — | $1,419.4万 | 39.1万股 | $0 | 0股 | +39.1万股 | 新买入 |
