| SSPDR标普500 ETFSPY |
| 15.12% | 0.32% | $1.02亿 | 13.6万股 | $195.1万 | 3,000股 | +13.3万股+4,433.33% | 加仓 |
| V先锋领航指数基金VOO |
| 6.03% | 10.44% | $4,050.2万 | 5.5万股 | $6,349.0万 | 11.0万股 | -5.5万股-50.00% | 减仓 |
| IiShares安硕信托DVY |
| 4.07% | 6.48% | $2,735.3万 | 17.5万股 | $3,936.7万 | 26.0万股 | -8.5万股-32.69% | 减仓 |
 亚马逊AMZN |
| 3.02% | 1.85% | $2,025.9万 | 8.5万股 | $1,124.7万 | 5.4万股 | +3.1万股+57.41% | 加仓 |
 美高梅MGM |
| 2.85% | 1.77% | $1,912.4万 | 40.0万股 | $1,077.0万 | 29.1万股 | +10.9万股+37.46% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 2.82% | 3.32% | $1,893.7万 | 74.0万股 | $2,019.6万 | 135.0万股 | -61.0万股-45.19% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.68% | 4% | $1,802.7万 | 6.0万股 | $2,430.4万 | 9.8万股 | -3.8万股-38.78% | 减仓 |
 BIOHAVENBHVN |
| 2.64% | 1.7% | $1,770.7万 | 119.0万股 | $1,036.4万 | 122.5万股 | -3.5万股-2.86% | 减仓 |
 VanEck ETF信托SMH |
| 2.44% | — | $1,639.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 英伟达NVDA |
| 2.29% | — | $1,540.7万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| AAMERICAN EXCEPTIONALISM ACQUAEXA |
| 2.07% | 0.8% | $1,389.2万 | 117.5万股 | $487.4万 | 45.0万股 | +72.5万股+161.17% | 加仓 |
 AEROVIRONMENTAVAV |
| 2.04% | 1.72% | $1,370.1万 | 8.3万股 | $1,043.4万 | 5.7万股 | +2.6万股+45.61% | 加仓 |
| VVERADERMICSMANE |
| 1.83% | 1.25% | $1,229.4万 | 10.0万股 | $757.8万 | 12.0万股 | -2.0万股-16.67% | 减仓 |
 NETFLIXNFLX |
| 1.81% | 0.76% | $1,213.8万 | 17.0万股 | $461.5万 | 4.8万股 | +12.2万股+254.17% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1.67% | 0.85% | $1,125.2万 | 2.8万股 | $514.2万 | 1.6万股 | +1.2万股+75.00% | 加仓 |
| SSpaceXSPCX |
| 1.4% | — | $939.7万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 切尼尔能源LNG |
| 1.36% | 2.01% | $910.6万 | 3.8万股 | $1,220.1万 | 4.3万股 | -4,899股-11.39% | 减仓 |
| SSANDISK COMSNDK |
| 1.35% | — | $909.5万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| SSPDR道富系列信托XHB |
| 1.29% | 1.3% | $866.7万 | 7.5万股 | $789.8万 | 8.0万股 | -5,000股-6.25% | 减仓 |
| AAT&TT |
| 1.17% | 1.24% | $786.6万 | 38.0万股 | $753.7万 | 26.0万股 | +12.0万股+46.15% | 加仓 |
 Arm控股ARM |
| 1.16% | — | $780.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| PPROCAP ACQUISITION |
| 1.15% | 1.51% | $771.0万 | 75.0万股 | $917.1万 | 90.0万股 | -15.0万股-16.67% | 减仓 |
| CCINEMARKCNK |
| 1.1% | 1.06% | $739.3万 | 23.3万股 | $641.7万 | 22.5万股 | +8,000股+3.56% | 加仓 |
 帕兰提尔PLTR |
| 1.04% | — | $700.0万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| B百度BIDU |
| 1.02% | — | $685.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 ARCUTIS BIOTHERAPEUTICSARQT |
| 0.94% | 0.93% | $629.3万 | 24.0万股 | $565.4万 | 24.0万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.87% | 0.3% | $585.4万 | 2.3万股 | $181.0万 | 1.2万股 | +1.1万股+91.67% | 加仓 |
 苹果AAPL |
| 0.86% | — | $578.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.86% | 0.19% | $577.3万 | 5.8万股 | $116.2万 | 1.5万股 | +4.3万股+286.67% | 加仓 |
| VVIA TRANSNVIA |
| 0.81% | — | $544.2万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 DatadogDDOG |
| 0.78% | 0.27% | $520.7万 | 2.0万股 | $165.3万 | 1.4万股 | +6,000股+42.86% | 加仓 |
 PELOTON INTERACTIVEPTON |
| 0.77% | 0.86% | $514.2万 | 87.0万股 | $521.2万 | 121.5万股 | -34.5万股-28.40% | 减仓 |
 MONGODB CL AMDB |
| 0.7% | 0.08% | $470.3万 | 1.4万股 | $49.0万 | 2,000股 | +1.2万股+600.00% | 加仓 |
| PProShares Ultra Ether ETFETHT |
| 0.69% | 0.19% | $464.6万 | 5.0万股 | $113.2万 | 1.8万股 | +3.2万股+177.78% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.67% | — | $453.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| FFUELCELL ENERGY INC COM NEWFCEL |
| 0.67% | — | $448.3万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 0.65% | — | $438.3万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 SPHERE ENTERTAINMENTSPHR |
| 0.64% | 0.68% | $432.6万 | 2.5万股 | $410.9万 | 3.5万股 | -1.0万股-28.57% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 0.63% | 0.07% | $426.6万 | 3.0万股 | $43.2万 | 2,000股 | +2.8万股+1,400.00% | 加仓 |
 PURE CYCLE CORP COM NEWPCYO |
| 0.63% | 0.59% | $422.6万 | 39.5万股 | $359.9万 | 35.8万股 | +3.7万股+10.30% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 0.61% | 1.35% | $408.7万 | 8.2万股 | $817.6万 | 15.1万股 | -6.9万股-45.73% | 减仓 |
 THE REALREALREAL |
| 0.6% | 0.51% | $400.9万 | 34.0万股 | $308.7万 | 34.0万股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.59% | 1% | $397.4万 | 1.6万股 | $608.8万 | 2.2万股 | -5,800股-26.61% | 减仓 |
| VVICORVICR |
| 0.57% | — | $379.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ZoomZM |
| 0.57% | 0.99% | $379.8万 | 4.4万股 | $602.9万 | 7.5万股 | -3.1万股-41.33% | 减仓 |
| LLINCOLN EDL SVCSLINC |
| 0.56% | 0.4% | $374.3万 | 7.5万股 | $244.1万 | 6.0万股 | +1.5万股+25.00% | 加仓 |
| EEYEPOINTEYPT |
| 0.53% | 0.7% | $357.5万 | 25.0万股 | $425.4万 | 33.0万股 | -8.0万股-24.24% | 减仓 |
 VeevaVEEV |
| 0.53% | — | $354.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.51% | 1.06% | $340.1万 | 7.5万股 | $642.5万 | 14.0万股 | -6.5万股-46.43% | 减仓 |
 HALLIBURTON COMHAL |
| 0.51% | 0.51% | $339.5万 | 10.0万股 | $311.9万 | 8.0万股 | +2.0万股+25.00% | 加仓 |
