| SSERVICETITAN INC SHS CL ATTAN |
| 23.29% | 16.38% | $8.08亿 | 1,143.3万股 | $7.32亿 | 1,152.8万股 | -9.4万股-0.82% | 减仓 |
| NNETSKOPENTSK |
| 20.88% | 12.6% | $7.25亿 | 6,626.8万股 | $5.63亿 | 6,626.8万股 | 00.00% | 持仓不变 |
| PPROCORE TECHNOLOGIESPCOR |
| 17.11% | 18.67% | $5.94亿 | 1,462.2万股 | $8.33亿 | 1,462.1万股 | +1,088股+0.01% | 加仓 |
| BBLUE OWL CAPITALOWL |
| 8.66% | 7.02% | $3.01亿 | 3,435.4万股 | $3.14亿 | 3,435.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 6.13% | 4.08% | $2.13亿 | 135.7万股 | $1.82亿 | 131.6万股 | +4.1万股+3.11% | 加仓 |
 RobinhoodHOOD |
| 4.69% | 2.28% | $1.63亿 | 162.2万股 | $1.02亿 | 146.8万股 | +15.4万股+10.51% | 加仓 |
 台积电TSM |
| 2.74% | 1.51% | $9,496.3万 | 19.9万股 | $6,720.0万 | 19.9万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.01% | 0.03% | $6,970.7万 | 19.7万股 | $149.4万 | 5,208股 | +19.2万股+3,688.13% | 加仓 |
 CrowdStrikeCRWD |
| 1.82% | 0.72% | $6,326.7万 | 8.3万股 | $3,236.7万 | 8.3万股 | 00.00% | 持仓不变 |
 BLACKLINEBL |
| 1.69% | 1.73% | $5,858.4万 | 208.7万股 | $7,722.2万 | 208.7万股 | 00.00% | 持仓不变 |
| KKODIAK SCIENCESKOD |
| 1.42% | 1.08% | $4,934.5万 | 126.7万股 | $4,828.1万 | 126.7万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 1.06% | 0.64% | $3,677.2万 | 7.1万股 | $2,840.5万 | 7.1万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.83% | 6.52% | $2,885.4万 | 25.3万股 | $2.91亿 | 245.6万股 | -220.3万股-89.71% | 减仓 |
 英伟达NVDA |
| 0.82% | 4.28% | $2,839.0万 | 14.2万股 | $1.91亿 | 109.5万股 | -95.3万股-87.05% | 减仓 |
| IiShares安硕信托IVV |
| 0.57% | 0.39% | $1,969.5万 | 2.6万股 | $1,761.1万 | 2.7万股 | -661股-2.45% | 减仓 |
 谷歌AGOOGL |
| 0.41% | 5.05% | $1,414.6万 | 4.0万股 | $2.25亿 | 78.4万股 | -74.4万股-94.95% | 减仓 |
| SSPDR黄金信托GLD |
| 0.37% | 0.36% | $1,300.9万 | 3.5万股 | $1,588.6万 | 3.7万股 | -1,607股-4.35% | 减仓 |
 亚马逊AMZN |
| 0.36% | 1.17% | $1,237.4万 | 5.2万股 | $5,228.8万 | 25.1万股 | -19.9万股-79.32% | 减仓 |
 ServiceNowNOW |
| 0.33% | 1.4% | $1,148.8万 | 11.6万股 | $6,263.3万 | 59.9万股 | -48.3万股-80.68% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.32% | 0.25% | $1,094.1万 | 6,446股 | $1,114.5万 | 6,446股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.31% | 0.23% | $1,078.2万 | 11.2万股 | $1,023.7万 | 11.3万股 | -1,441股-1.27% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.31% | 0.22% | $1,065.5万 | 14.0万股 | $1,003.0万 | 14.6万股 | -6,490股-4.43% | 减仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.21% | $1,049.4万 | 1.5万股 | $936.0万 | 1.6万股 | -385股-2.46% | 减仓 |
| PPARABILIS MEDICINES INCPBLS |
| 0.28% | — | $958.0万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 0.26% | 0.25% | $916.8万 | 6.3万股 | $1,095.0万 | 6.3万股 | 00.00% | 持仓不变 |
 NubankNU |
| 0.21% | 0.17% | $712.5万 | 53.3万股 | $766.4万 | 53.3万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.2% | 0.14% | $691.4万 | 4.4万股 | $619.5万 | 4.5万股 | -735股-1.64% | 减仓 |
| EELEVATION SERIES TRUSTSOVF |
| 0.18% | 0.13% | $636.7万 | 21.4万股 | $574.4万 | 21.4万股 | 00.00% | 持仓不变 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 0.17% | 0.16% | $599.0万 | 116.1万股 | $696.5万 | 116.1万股 | 00.00% | 持仓不变 |
| IiShares安硕URTH |
| 0.17% | 0.12% | $589.9万 | 2.9万股 | $524.0万 | 2.9万股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 0.16% | 0.11% | $567.5万 | 2.3万股 | $477.4万 | 2.3万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.16% | 0.1% | $552.2万 | 7,499股 | $432.8万 | 7,499股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.1% | $531.8万 | 7,122股 | $463.2万 | 7,122股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.15% | 0.1% | $511.8万 | 1.2万股 | $467.0万 | 1.3万股 | -597股-4.56% | 减仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.13% | 0.12% | $462.4万 | 10.2万股 | $535.9万 | 10.2万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.13% | 0.1% | $435.1万 | 6.0万股 | $433.8万 | 6.0万股 | 00.00% | 持仓不变 |
| NNEUMORA THERAPEUTICS INC. COMNMRA |
| 0.13% | 0.11% | $435.0万 | 255.9万股 | $499.0万 | 255.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.11% | 0.02% | $376.6万 | 3.0万股 | $80.8万 | 7,583股 | +2.3万股+300.00% | 加仓 |
 博通AVGO |
| 0.1% | 2.96% | $336.1万 | 8,898股 | $1.32亿 | 42.7万股 | -41.8万股-97.92% | 减仓 |
| G通用动力VTI |
| 0.09% | 0.06% | $323.5万 | 8,741股 | $280.4万 | 8,741股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.07% | 0.05% | $254.3万 | 1.0万股 | $224.1万 | 1.0万股 | 00.00% | 持仓不变 |
| EETF系列解决方案AKAF |
| 0.07% | 0.05% | $237.6万 | 7.5万股 | $232.8万 | 7.5万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 0.06% | 0.04% | $212.3万 | 1.2万股 | $172.7万 | 1.2万股 | 00.00% | 持仓不变 |
 RELAY THERAPEUTICSRLAY |
| 0.05% | 0.02% | $177.2万 | 9.5万股 | $94.2万 | 9.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HDV |
| 0.05% | 0.01% | $158.5万 | 5.8万股 | $31.4万 | 1.2万股 | +4.6万股+400.00% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.05% | 0.08% | $157.2万 | 6,644股 | $354.1万 | 1.6万股 | -9,822股-59.65% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.04% | 0.02% | $149.2万 | 5,862股 | $101.6万 | 6,739股 | -877股-13.01% | 减仓 |
| T汤森路透TRI |
| 0.03% | — | $103.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares黄金信托IAU |
| 0.03% | 0.03% | $92.5万 | 1.2万股 | $113.0万 | 1.3万股 | -572股-4.46% | 减仓 |
 微软MSFT |
| 0.03% | 1.24% | $91.5万 | 2,452股 | $5,527.4万 | 14.9万股 | -14.7万股-98.36% | 减仓 |
