| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 12.71% | — | $3,920.7万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 英特尔INTC |
| 8.31% | 1.89% | $2,564.3万 | 18.4万股 | $508.8万 | 11.5万股 | +6.8万股+59.28% | 加仓 |
 亚马逊AMZN |
| 7.29% | 14.53% | $2,247.3万 | 9.4万股 | $3,913.6万 | 18.8万股 | -9.4万股-49.82% | 减仓 |
| Q高通QCOM |
| 6.5% | — | $2,003.7万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| FFERMIFRMI |
| 6.41% | — | $1,977.4万 | 215.9万股 | $0 | 0股 | +215.9万股 | 新买入 |
 Bloom EnergyBE |
| 5.13% | 3.09% | $1,581.6万 | 5.2万股 | $833.2万 | 6.1万股 | -9,245股-15.03% | 减仓 |
 Arm控股ARM |
| 5% | — | $1,542.9万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 美光科技MU |
| 4.87% | — | $1,500.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 VistraVST |
| 4.47% | 10.83% | $1,379.0万 | 8.7万股 | $2,916.6万 | 14.8万股 | -6.1万股-41.31% | 减仓 |
| MMAXLINEARMXL |
| 4.47% | — | $1,377.4万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 AMD超威AMD |
| 4.45% | 2.02% | $1,371.2万 | 2.4万股 | $543.1万 | 2.7万股 | -3,092股-11.58% | 减仓 |
| LLIONSGATE STUDIOSLION |
| 3.65% | 4.7% | $1,126.6万 | 73.6万股 | $1,266.9万 | 132.1万股 | -58.5万股-44.30% | 减仓 |
| V先锋领航指数基金VOO |
| 3.58% | 3.51% | $1,104.0万 | 1.5万股 | $946.6万 | 3.0万股 | -1.5万股-50.77% | 减仓 |
 谷歌AGOOGL |
| 2.4% | 3.76% | $739.6万 | 2.1万股 | $1,012.0万 | 3.5万股 | -1.4万股-41.19% | 减仓 |
| EENTRAVISION COMMUNICATIONS CEVC |
| 2.21% | — | $681.9万 | 52.3万股 | $0 | 0股 | +52.3万股 | 新买入 |
| BBausch Lomb Corp |
| 2.06% | 3.17% | $635.4万 | 38.4万股 | $853.5万 | 53.7万股 | -15.3万股-28.51% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.5% | — | $464.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| RRESOLUTE MGMTRHLD |
| 1.47% | 2.4% | $452.0万 | 3.1万股 | $647.0万 | 4.0万股 | -8,595股-21.56% | 减仓 |
| PPROPETROPUMP |
| 1.36% | 2.25% | $419.3万 | 29.2万股 | $605.9万 | 42.0万股 | -12.8万股-30.46% | 减仓 |
| SSANDISK COMSNDK |
| 1.28% | — | $395.6万 | 1,740股 | $0 | 0股 | +1,740股 | 新买入 |
 希捷STX |
| 1.17% | — | $361.9万 | 3,750股 | $0 | 0股 | +3,750股 | 新买入 |
| AAXT·INCAXTI |
| 1.17% | — | $360.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| RRACKSPACE TECHNOLOGYRXT |
| 0.86% | — | $264.5万 | 40.5万股 | $0 | 0股 | +40.5万股 | 新买入 |
| WWOLFSPEEDWOLF |
| 0.8% | — | $246.7万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| TT1 ENERGYTE |
| 0.61% | — | $189.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 阿斯麦ASML |
| 0.58% | — | $179.0万 | 900股 | $0 | 0股 | +900股 | 新买入 |
 万事达MA |
| 0.52% | 0.58% | $159.2万 | 3,100股 | $154.9万 | 3,100股 | 00.00% | 持仓不变 |
 INHIBRX BIOSCIENCESINBX |
| 0.51% | — | $157.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| SSOLVENTUM COM SHSSOLV |
| 0.5% | 0.48% | $154.3万 | 2.0万股 | $130.6万 | 2.0万股 | 00.00% | 持仓不变 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.41% | 0.38% | $127.8万 | 3,650股 | $103.1万 | 3,650股 | 00.00% | 持仓不变 |
 SHIFT4 PMTSFOUR |
| 0.4% | 0.74% | $121.9万 | 2.5万股 | $199.6万 | 4.6万股 | -2.1万股-45.11% | 减仓 |
 IRENIREN |
| 0.36% | — | $109.8万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.35% | 0.39% | $106.7万 | 5,600股 | $106.2万 | 5,600股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.31% | 0.36% | $94.9万 | 5,000股 | $96.5万 | 5,000股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.27% | 0.31% | $83.9万 | 2,250股 | $83.3万 | 2,250股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.25% | 0.28% | $77.7万 | 1,550股 | $76.2万 | 1,550股 | 00.00% | 持仓不变 |
| OOCULAR THERAPEUTIXOCUL |
| 0.23% | 0.59% | $69.5万 | 7.1万股 | $159.9万 | 18.9万股 | -11.8万股-62.50% | 减仓 |
 波音BA |
| 0.21% | 2.39% | $64.9万 | 3,000股 | $643.4万 | 3.2万股 | -2.9万股-90.72% | 减仓 |
 IQVIAIQV |
| 0.21% | 0.21% | $64.6万 | 3,342股 | $57.0万 | 3,342股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.2% | 0.2% | $61.4万 | 6,004股 | $53.8万 | 6,004股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.19% | 0.23% | $59.6万 | 6,000股 | $62.7万 | 6,000股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.18% | 12.03% | $56.3万 | 1,000股 | $3,241.9万 | 5.7万股 | -5.6万股-98.24% | 减仓 |
| FFEDERAL NATL MTG ASSNFNMA |
| 0.17% | — | $51.4万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| FFEDERAL HOME LN MTG CORP COMFMCC |
| 0.15% | — | $45.4万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 STARZ ENTERTAINMENT CORP. COMSTRZ |
| 0.12% | — | $36.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| HHDFC BANKHDB |
| 0.11% | 0.12% | $33.6万 | 1.3万股 | $32.3万 | 1.3万股 | 00.00% | 持仓不变 |
 VERALTO COM SHSVLTO |
| 0.05% | 0.06% | $16.5万 | 1,866股 | $16.5万 | 1,866股 | 00.00% | 持仓不变 |
