 特斯拉TSLA |
| 7.51% | 8.18% | $11.61亿 | 276.0万股 | $10.53亿 | 283.1万股 | -7.2万股-2.53% | 减仓 |
 AMD超威AMD |
| 5.32% | 4.29% | $8.23亿 | 141.6万股 | $5.52亿 | 271.3万股 | -129.6万股-47.79% | 减仓 |
| SSpaceXSPCX |
| 4.95% | — | $7.65亿 | 447.8万股 | $0 | 0股 | +447.8万股 | 新买入 |
| TTEMPUS AITEM |
| 3.76% | 3.38% | $5.81亿 | 1,002.3万股 | $4.34亿 | 960.8万股 | +41.5万股+4.32% | 加仓 |
 RobinhoodHOOD |
| 3.4% | 3.24% | $5.25亿 | 523.6万股 | $4.16亿 | 600.3万股 | -76.7万股-12.78% | 减仓 |
 CRISPR THERAPEUTICSCRSP |
| 3.34% | 4.19% | $5.16亿 | 946.1万股 | $5.38亿 | 1,131.4万股 | -185.3万股-16.38% | 减仓 |
 ShopifySHOP |
| 3.07% | 3.85% | $4.75亿 | 415.6万股 | $4.96亿 | 417.8万股 | -2.2万股-0.52% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 3.03% | 2.34% | $4.68亿 | 455.0万股 | $3.01亿 | 634.3万股 | -179.3万股-28.27% | 减仓 |
| 110X GENOMICSTXG |
| 2.48% | 1.93% | $3.84亿 | 1,000.3万股 | $2.49亿 | 1,171.7万股 | -171.4万股-14.63% | 减仓 |
 亚马逊AMZN |
| 2.45% | 2.19% | $3.79亿 | 159.1万股 | $2.82亿 | 135.5万股 | +23.6万股+17.41% | 加仓 |
 帕兰提尔PLTR |
| 2.42% | 3.54% | $3.75亿 | 321.2万股 | $4.55亿 | 311.0万股 | +10.2万股+3.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.38% | 1.61% | $3.69亿 | 104.3万股 | $2.07亿 | 72.0万股 | +32.3万股+44.82% | 加仓 |
 COINBASE GLOBALCOIN |
| 2.38% | 3.22% | $3.67亿 | 251.1万股 | $4.14亿 | 237.3万股 | +13.8万股+5.83% | 加仓 |
 ROBLOX CL ARBLX |
| 2.27% | 2.59% | $3.52亿 | 646.6万股 | $3.33亿 | 589.6万股 | +57.0万股+9.66% | 加仓 |
| BBEAM THERAPEUTICSBEAM |
| 2.27% | 2.25% | $3.51亿 | 1,023.5万股 | $2.89亿 | 1,213.3万股 | -189.9万股-15.65% | 减仓 |
| TTERADYNETER |
| 2.02% | 2.87% | $3.12亿 | 64.5万股 | $3.69亿 | 124.5万股 | -60.0万股-48.22% | 减仓 |
| IINTELLIA THERAPEUTICSNTLA |
| 1.85% | 1.45% | $2.86亿 | 1,687.6万股 | $1.86亿 | 1,450.9万股 | +236.6万股+16.31% | 加仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 1.85% | 3.35% | $2.85亿 | 455.8万股 | $4.30亿 | 450.9万股 | +4.9万股+1.08% | 加仓 |
 英伟达NVDA |
| 1.79% | 1.4% | $2.76亿 | 138.1万股 | $1.81亿 | 103.5万股 | +34.6万股+33.40% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.71% | 1.53% | $2.64亿 | 265.7万股 | $1.97亿 | 253.8万股 | +11.9万股+4.69% | 加仓 |
 迪尔DE |
| 1.61% | 1.75% | $2.49亿 | 39.3万股 | $2.25亿 | 39.9万股 | -6,049股-1.52% | 减仓 |
 BlockXYZ |
| 1.52% | 1.45% | $2.35亿 | 309.8万股 | $1.86亿 | 309.4万股 | +4,037股+0.13% | 加仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.51% | 1.91% | $2.33亿 | 467.3万股 | $2.46亿 | 349.1万股 | +118.1万股+33.84% | 加仓 |
 台积电TSM |
| 1.49% | 1.65% | $2.30亿 | 48.2万股 | $2.12亿 | 62.8万股 | -14.5万股-23.17% | 减仓 |
 NateraNTRA |
| 1.21% | 1.06% | $1.87亿 | 68.9万股 | $1.37亿 | 68.4万股 | +4,600股+0.67% | 加仓 |
 ILLUMINAILMN |
| 1.19% | 1.08% | $1.84亿 | 104.5万股 | $1.39亿 | 112.9万股 | -8.4万股-7.48% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.09% | — | $1.69亿 | 76.5万股 | $0 | 0股 | +76.5万股 | 新买入 |
| RROCKET LAB COMRKLB |
| 1.07% | 1.12% | $1.66亿 | 163.1万股 | $1.44亿 | 224.4万股 | -61.2万股-27.30% | 减仓 |
| BBullish Ordinary SharesBLSH |
| 1.02% | 1.82% | $1.58亿 | 674.6万股 | $2.34亿 | 656.2万股 | +18.4万股+2.81% | 加仓 |
 博通AVGO |
| 1% | 0.98% | $1.54亿 | 40.7万股 | $1.26亿 | 40.8万股 | -601股-0.15% | 减仓 |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.98% | 0.96% | $1.52亿 | 4,133.8万股 | $1.23亿 | 4,021.3万股 | +112.5万股+2.80% | 加仓 |
| AARCHER AVIATIONACHR |
| 0.98% | 1.51% | $1.51亿 | 3,196.4万股 | $1.94亿 | 3,743.7万股 | -547.3万股-14.62% | 减仓 |
| AABSCI CORPORATION COMABSI |
| 0.97% | 0.32% | $1.50亿 | 1,292.5万股 | $4,117.9万 | 1,372.6万股 | -80.1万股-5.83% | 减仓 |
| VVERACYTEVCYT |
| 0.87% | 0.76% | $1.35亿 | 229.6万股 | $9,836.3万 | 305.4万股 | -75.8万股-24.82% | 减仓 |
 Meta平台META |
| 0.87% | 0.69% | $1.35亿 | 23.9万股 | $8,810.6万 | 15.4万股 | +8.5万股+55.18% | 加仓 |
| AARK·21SHARES BITCOIN ETFARKB |
| 0.81% | 1.17% | $1.26亿 | 645.5万股 | $1.51亿 | 669.8万股 | -24.4万股-3.64% | 减仓 |
 L3哈里斯LHX |
| 0.81% | 1.05% | $1.25亿 | 43.1万股 | $1.35亿 | 39.0万股 | +4.1万股+10.65% | 加仓 |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.76% | 1.49% | $1.17亿 | 881.2万股 | $1.92亿 | 969.9万股 | -88.8万股-9.15% | 减仓 |
 PERSONALISPSNL |
| 0.72% | 0.39% | $1.11亿 | 827.1万股 | $5,060.4万 | 794.4万股 | +32.7万股+4.12% | 加仓 |
 GENEDXWGS |
| 0.72% | 0.66% | $1.11亿 | 161.0万股 | $8,506.5万 | 132.5万股 | +28.6万股+21.56% | 加仓 |
 BWX科技BWXT |
| 0.69% | 0.99% | $1.07亿 | 55.0万股 | $1.27亿 | 62.3万股 | -7.3万股-11.67% | 减仓 |
 AEROVIRONMENTAVAV |
| 0.65% | 0.8% | $1.00亿 | 60.8万股 | $1.02亿 | 55.9万股 | +4.8万股+8.63% | 加仓 |
| XX-ENERGY INCXE |
| 0.64% | — | $9,936.1万 | 541.2万股 | $0 | 0股 | +541.2万股 | 新买入 |
 礼来LLY |
| 0.6% | 0.09% | $9,266.1万 | 7.7万股 | $1,165.9万 | 1.3万股 | +6.5万股+509.45% | 加仓 |
 ROKU COM CL AROKU |
| 0.53% | 2.81% | $8,231.5万 | 59.6万股 | $3.61亿 | 382.0万股 | -322.5万股-84.40% | 减仓 |
 Guardant HealthGH |
| 0.49% | 0.35% | $7,597.8万 | 50.6万股 | $4,495.4万 | 48.7万股 | +2.0万股+4.06% | 加仓 |
 CrowdStrikeCRWD |
| 0.47% | 0.32% | $7,210.4万 | 9.5万股 | $4,133.1万 | 10.6万股 | -1.1万股-10.74% | 减仓 |
| DDOORDASHDASH |
| 0.45% | 0.4% | $7,014.7万 | 38.0万股 | $5,197.4万 | 34.6万股 | +3.4万股+9.82% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.44% | — | $6,859.8万 | 27.0万股 | $0 | 0股 | +27.0万股 | 新买入 |
 TRIMBLE COMTRMB |
| 0.44% | 0.63% | $6,815.5万 | 133.2万股 | $8,140.2万 | 124.8万股 | +8.4万股+6.71% | 加仓 |
