| SSANDSTORM GOLD |
| 2.02% | 0.01% | $2.11亿 | 3.4万股 | $211.7万 | 16.9万股 | -13.5万股-79.77% | 减仓 |
| VVanEck ETF信托GDX |
| 1.64% | 1.19% | $1.71亿 | 223.9万股 | $2.50亿 | 327.5万股 | -103.6万股-31.63% | 减仓 |
| SSPDR黄金信托GLD |
| 1.58% | 1.46% | $1.65亿 | 46.3万股 | $3.06亿 | 86.2万股 | -39.9万股-46.28% | 减仓 |
 甲骨文ORCL |
| 1.3% | 1.25% | $1.36亿 | 48.3万股 | $2.63亿 | 93.6万股 | -45.4万股-48.46% | 减仓 |
 联合健康UNH |
| 1.11% | 0.94% | $1.16亿 | 33.7万股 | $1.98亿 | 57.4万股 | -23.7万股-41.30% | 减仓 |
 RobinhoodHOOD |
| 1.01% | 0.87% | $1.05亿 | 73.7万股 | $1.83亿 | 127.5万股 | -53.8万股-42.22% | 减仓 |
 帕兰提尔PLTR |
| 0.98% | 1.01% | $1.03亿 | 56.3万股 | $2.12亿 | 116.4万股 | -60.1万股-51.61% | 减仓 |
 NEBIUSNBIS |
| 0.94% | 0.68% | $9,852.8万 | 87.8万股 | $1.43亿 | 127.3万股 | -39.5万股-31.05% | 减仓 |
| IiShares安硕信托TLT |
| 0.82% | 0.61% | $8,526.8万 | 95.4万股 | $1.29亿 | 144.1万股 | -48.7万股-33.80% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.65% | 0.47% | $6,817.6万 | 9.5万股 | $9,860.4万 | 13.7万股 | -4.2万股-30.86% | 减仓 |
 阿里巴巴BABA |
| 0.65% | 0.61% | $6,741.7万 | 37.7万股 | $1.28亿 | 71.7万股 | -34.0万股-47.39% | 减仓 |
 特斯拉TSLA |
| 0.58% | 0.54% | $6,088.2万 | 13.7万股 | $1.13亿 | 25.5万股 | -11.8万股-46.29% | 减仓 |
 英伟达NVDA |
| 0.56% | 0.78% | $5,854.9万 | 31.4万股 | $1.64亿 | 87.8万股 | -56.4万股-64.26% | 减仓 |
| S道富XLI |
| 0.55% | 0.49% | $5,765.1万 | 37.4万股 | $1.03亿 | 66.5万股 | -29.2万股-43.81% | 减仓 |
 美光科技MU |
| 0.55% | 0.54% | $5,750.8万 | 34.4万股 | $1.13亿 | 67.8万股 | -33.4万股-49.31% | 减仓 |
 MONGODB CL AMDB |
| 0.55% | 0.54% | $5,714.1万 | 18.4万股 | $1.13亿 | 36.5万股 | -18.1万股-49.56% | 减仓 |
 Arm控股ARM |
| 0.54% | 0.48% | $5,685.1万 | 40.2万股 | $1.02亿 | 71.9万股 | -31.7万股-44.09% | 减仓 |
 VanEck ETF信托SMH |
| 0.54% | 0.42% | $5,662.3万 | 17.4万股 | $8,824.8万 | 27.0万股 | -9.7万股-35.84% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.53% | 0.42% | $5,533.1万 | 25.1万股 | $8,918.2万 | 40.4万股 | -15.4万股-37.96% | 减仓 |
 波音BA |
| 0.52% | 0.47% | $5,423.8万 | 25.1万股 | $9,764.1万 | 45.2万股 | -20.1万股-44.45% | 减仓 |
 Meta平台META |
| 0.52% | 0.66% | $5,397.7万 | 7.4万股 | $1.38亿 | 18.8万股 | -11.4万股-60.83% | 减仓 |
 CloudflareNET |
| 0.5% | 0.52% | $5,203.8万 | 24.3万股 | $1.09亿 | 50.8万股 | -26.5万股-52.23% | 减仓 |
 亚马逊AMZN |
| 0.49% | 0.71% | $5,120.4万 | 23.3万股 | $1.49亿 | 67.7万股 | -44.4万股-65.57% | 减仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.48% | 0.37% | $5,039.1万 | 55.2万股 | $7,867.9万 | 86.1万股 | -31.0万股-35.95% | 减仓 |
| AAPPLOVINAPP |
| 0.47% | 0.36% | $4,950.7万 | 6.9万股 | $7,472.8万 | 10.4万股 | -3.5万股-33.75% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.47% | 0.51% | $4,931.8万 | 33.9万股 | $1.06亿 | 73.0万股 | -39.2万股-53.63% | 减仓 |
 耐克NKE |
| 0.46% | 0.46% | $4,853.2万 | 69.6万股 | $9,710.6万 | 139.3万股 | -69.7万股-50.02% | 减仓 |
 CrowdStrikeCRWD |
| 0.46% | 0.45% | $4,800.8万 | 9.8万股 | $9,405.5万 | 19.2万股 | -9.4万股-48.96% | 减仓 |
 COINBASE GLOBALCOIN |
| 0.46% | 0.45% | $4,785.6万 | 14.2万股 | $9,473.3万 | 28.1万股 | -13.9万股-49.48% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 0.45% | 0.53% | $4,751.5万 | 36.0万股 | $1.12亿 | 84.7万股 | -48.8万股-57.56% | 减仓 |
 GE航空GE |
| 0.45% | 0.4% | $4,653.7万 | 15.5万股 | $8,323.7万 | 27.7万股 | -12.2万股-44.09% | 减仓 |
 博通AVGO |
| 0.44% | 0.58% | $4,552.8万 | 13.8万股 | $1.23亿 | 37.2万股 | -23.4万股-62.88% | 减仓 |
 希捷STX |
| 0.44% | 0.42% | $4,548.9万 | 19.3万股 | $8,755.5万 | 37.1万股 | -17.8万股-48.05% | 减仓 |
 ShopifySHOP |
| 0.43% | 0.5% | $4,495.5万 | 30.3万股 | $1.05亿 | 70.7万股 | -40.5万股-57.23% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.43% | 0.21% | $4,473.4万 | 20.4万股 | $4,473.4万 | 20.4万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.42% | 0.41% | $4,425.3万 | 6.3万股 | $8,620.3万 | 12.4万股 | -6.0万股-48.66% | 减仓 |
 超微电脑SMCI |
| 0.39% | 0.51% | $4,110.8万 | 141.8万股 | $1.06亿 | 221.2万股 | -79.5万股-35.92% | 减仓 |
 优步UBER |
| 0.39% | 0.33% | $4,087.3万 | 41.7万股 | $6,880.4万 | 70.2万股 | -28.5万股-40.60% | 减仓 |
 GE VernovaGEV |
| 0.38% | 0.33% | $4,015.3万 | 6.5万股 | $6,997.6万 | 11.4万股 | -4.9万股-42.62% | 减仓 |
 天弘CLS |
| 0.38% | 0.33% | $3,959.3万 | 16.1万股 | $6,933.1万 | 28.1万股 | -12.1万股-42.89% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.38% | 0.68% | $3,941.1万 | 87.6万股 | $1.44亿 | 160.8万股 | -73.3万股-45.55% | 减仓 |
 台积电TSM |
| 0.38% | 0.43% | $3,940.8万 | 14.1万股 | $8,948.2万 | 32.0万股 | -17.9万股-55.96% | 减仓 |
 高盛GS |
| 0.38% | 0.47% | $3,918.0万 | 4.9万股 | $9,874.7万 | 12.4万股 | -7.5万股-60.32% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.35% | 0.42% | $3,630.7万 | 25.6万股 | $8,721.7万 | 61.5万股 | -35.9万股-58.37% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.33% | 0.29% | $3,433.2万 | 10.6万股 | $6,186.8万 | 19.1万股 | -8.5万股-44.51% | 减仓 |
 PALO ALTOPANW |
| 0.33% | 0.4% | $3,420.8万 | 16.8万股 | $8,352.5万 | 41.0万股 | -24.2万股-59.04% | 减仓 |
| SSANDISK COMSNDK |
| 0.32% | 0.08% | $3,350.2万 | 14.1万股 | $1,586.0万 | 14.1万股 | 00.00% | 持仓不变 |
 AEROVIRONMENTAVAV |
| 0.32% | 0.3% | $3,328.4万 | 10.6万股 | $6,247.4万 | 19.8万股 | -9.3万股-46.72% | 减仓 |
 沃尔玛WMT |
| 0.31% | 0.59% | $3,274.2万 | 31.8万股 | $1.23亿 | 119.5万股 | -87.7万股-73.42% | 减仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.31% | 0.15% | $3,224.1万 | 535.6万股 | $3,224.1万 | 535.6万股 | 00.00% | 持仓不变 |
