| SSPDR标普500 ETFSPY |
| 12.97% | 5.81% | $7.09亿 | 95.0万股 | $2.28亿 | 35.0万股 | +60.0万股+171.43% | 加仓 |
| VVERADERMICSMANE |
| 9.37% | 6.72% | $5.13亿 | 416.9万股 | $2.63亿 | 416.9万股 | 00.00% | 持仓不变 |
 ARCUTIS BIOTHERAPEUTICSARQT |
| 5.96% | 7.42% | $3.26亿 | 1,243.7万股 | $2.90亿 | 1,232.7万股 | +11.0万股+0.89% | 加仓 |
| LLEGEND BIOTECHLEGN |
| 3.73% | 3.5% | $2.04亿 | 707.0万股 | $1.37亿 | 758.1万股 | -51.1万股-6.74% | 减仓 |
 PALVELLA THERAPEUTICS NEPVLA |
| 3.17% | 3.67% | $1.74亿 | 113.5万股 | $1.44亿 | 115.3万股 | -1.8万股-1.57% | 减仓 |
| AARRIVENT BIOPHARMAAVBP |
| 2.87% | 2.59% | $1.57亿 | 451.6万股 | $1.02亿 | 440.1万股 | +11.4万股+2.60% | 加仓 |
 BENITEC BIOPHARMABNTC |
| 2.83% | 3.14% | $1.55亿 | 1,154.8万股 | $1.23亿 | 1,154.8万股 | 00.00% | 持仓不变 |
 BIOHAVENBHVN |
| 2.8% | 2.22% | $1.53亿 | 1,028.7万股 | $8,702.7万 | 1,028.7万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.73% | 1.34% | $1.49亿 | 25.7万股 | $5,233.0万 | 25.7万股 | 00.00% | 持仓不变 |
 ARCUS BIOSCIENCESRCUS |
| 2.69% | 2.78% | $1.47亿 | 477.6万股 | $1.09亿 | 503.1万股 | -25.5万股-5.06% | 减仓 |
 台积电TSM |
| 2.66% | 2.58% | $1.45亿 | 30.5万股 | $1.01亿 | 29.9万股 | +5,920股+1.98% | 加仓 |
 英伟达NVDA |
| 2.64% | 2.56% | $1.44亿 | 72.1万股 | $1.00亿 | 57.5万股 | +14.6万股+25.40% | 加仓 |
| EEYEPOINTEYPT |
| 2.17% | 2.73% | $1.19亿 | 829.6万股 | $1.07亿 | 829.6万股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 2.16% | 2.11% | $1.18亿 | 141.2万股 | $8,268.3万 | 115.9万股 | +25.2万股+21.77% | 加仓 |
 GE航空GE |
| 2.12% | 2.25% | $1.16亿 | 31.0万股 | $8,804.3万 | 31.0万股 | 00.00% | 持仓不变 |
 IMMATICS N.VIMTX |
| 2.07% | 2.81% | $1.13亿 | 1,119.0万股 | $1.10亿 | 1,119.0万股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 2.03% | 2.04% | $1.11亿 | 232.5万股 | $7,989.7万 | 215.9万股 | +16.7万股+7.72% | 加仓 |
 Meta平台META |
| 1.81% | 2.48% | $9,903.0万 | 17.6万股 | $9,709.4万 | 17.0万股 | +6,100股+3.59% | 加仓 |
| CCAPRICOR THERAPEUTICS INC COM NEWCAPR |
| 1.8% | 2.97% | $9,855.4万 | 409.3万股 | $1.16亿 | 381.9万股 | +27.4万股+7.18% | 加仓 |
| KKURA ONCOLOGYKURA |
| 1.72% | 1.78% | $9,407.2万 | 857.5万股 | $6,971.8万 | 857.5万股 | 00.00% | 持仓不变 |
| MMONTE ROSA THERAPEUTICSGLUE |
| 1.57% | 1.78% | $8,589.9万 | 355.0万股 | $6,953.1万 | 422.7万股 | -67.7万股-16.02% | 减仓 |
| AAVALYN PHARMACEUTICALS INCAVLN |
| 1.51% | — | $8,240.2万 | 250.3万股 | $0 | 0股 | +250.3万股 | 新买入 |
 家得宝HD |
| 1.46% | 1.86% | $7,972.4万 | 22.6万股 | $7,287.9万 | 22.2万股 | +4,463股+2.01% | 加仓 |
| HHUT 8HUT |
| 1.41% | — | $7,734.8万 | 67.0万股 | $0 | 0股 | +67.0万股 | 新买入 |
 第一资本COF |
| 1.22% | 1.41% | $6,682.6万 | 33.3万股 | $5,516.7万 | 30.2万股 | +3.1万股+10.15% | 加仓 |
 Vulcan材料VMC |
| 1.16% | 1.26% | $6,342.1万 | 21.5万股 | $4,944.8万 | 18.2万股 | +3.3万股+18.38% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.07% | 1.26% | $5,856.3万 | 24.7万股 | $4,942.8万 | 21.2万股 | +3.5万股+16.45% | 加仓 |
 ZURA BIO LTD CLASS A ORD SHSZURA |
| 1.02% | 1.38% | $5,571.4万 | 944.3万股 | $5,394.9万 | 906.7万股 | +37.6万股+4.15% | 加仓 |
| IInflarx Nv |
| 0.94% | 0.18% | $5,137.2万 | 2,293.4万股 | $709.6万 | 793.4万股 | +1,500.0万股+189.06% | 加仓 |
| AAURA BIOSCIENCESAURA |
| 0.94% | 0.75% | $5,116.4万 | 720.6万股 | $2,925.5万 | 437.3万股 | +283.3万股+64.79% | 加仓 |
| FFAETH THERAPEUTICS INCFTH |
| 0.92% | 0.03% | $5,050.3万 | 202.0万股 | $108.9万 | 3.5万股 | +198.6万股+5,747.07% | 加仓 |
| AADVISORSHARES PURE US CANNABIS ETFMSOS |
| 0.9% | 0.82% | $4,947.2万 | 973.9万股 | $3,211.4万 | 904.6万股 | +69.2万股+7.65% | 加仓 |
 亚马逊AMZN |
| 0.89% | 1.35% | $4,882.6万 | 20.5万股 | $5,290.2万 | 25.4万股 | -4.9万股-19.35% | 减仓 |
| RREPLIMUNEREPL |
| 0.89% | 0.82% | $4,859.5万 | 439.0万股 | $3,229.7万 | 422.2万股 | +16.8万股+3.98% | 加仓 |
 安费诺APH |
| 0.87% | — | $4,748.3万 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.85% | 0.01% | $4,673.9万 | 10.2万股 | $53.3万 | 1,100股 | +10.1万股+9,154.55% | 加仓 |
 CONTINEUM THERAPEUTICSCTNM |
| 0.85% | 0.95% | $4,656.9万 | 284.1万股 | $3,710.8万 | 284.1万股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.83% | 1.1% | $4,534.8万 | 38.3万股 | $4,319.8万 | 38.8万股 | -4,400股-1.13% | 减仓 |
| BBANK OF AMERBAC |
| 0.82% | 1.61% | $4,499.8万 | 79.0万股 | $6,314.3万 | 129.5万股 | -50.6万股-39.03% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.81% | — | $4,453.2万 | 60.3万股 | $0 | 0股 | +60.3万股 | 新买入 |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 0.81% | 0.97% | $4,439.1万 | 118.6万股 | $3,791.4万 | 104.4万股 | +14.2万股+13.64% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.69% | — | $3,799.0万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 0.63% | — | $3,432.1万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
 博通AVGO |
| 0.58% | — | $3,158.0万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| CCOMPASS THERAPEUTICSCMPX |
| 0.56% | 1.93% | $3,088.2万 | 1,410.1万股 | $7,568.6万 | 1,430.7万股 | -20.6万股-1.44% | 减仓 |
 LEXEO THERAPEUTICSLXEO |
| 0.54% | 0.18% | $2,971.8万 | 638.4万股 | $717.5万 | 125.0万股 | +513.4万股+410.74% | 加仓 |
 联合健康UNH |
| 0.49% | 0.7% | $2,665.4万 | 6.4万股 | $2,722.9万 | 10.1万股 | -3.7万股-36.27% | 减仓 |
| PPROKIDNEY CORP SHS CL APROK |
| 0.46% | 0.56% | $2,517.6万 | 1,234.1万股 | $2,209.1万 | 1,234.1万股 | 00.00% | 持仓不变 |
| WWHITEHAWK THERAPEUTICSWHWK |
| 0.36% | 0.33% | $1,969.4万 | 430.0万股 | $1,276.5万 | 370.0万股 | +60.0万股+16.22% | 加仓 |
| SSpaceXSPCX |
| 0.32% | — | $1,729.1万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
