 亚马逊AMZN |
| 7.85% | 5.48% | $5,593.8万 | 23.5万股 | $2,284.7万 | 11.0万股 | +12.5万股+113.95% | 加仓 |
 美光科技MU |
| 4.86% | 2.02% | $3,462.9万 | 3.0万股 | $844.6万 | 2.5万股 | +5,000股+20.00% | 加仓 |
 英伟达NVDA |
| 4.21% | 6.06% | $3,001.4万 | 15.0万股 | $2,528.8万 | 14.5万股 | +5,000股+3.45% | 加仓 |
 微软MSFT |
| 3.48% | 2.79% | $2,476.9万 | 6.6万股 | $1,162.3万 | 3.1万股 | +3.5万股+111.46% | 加仓 |
 台积电TSM |
| 3.35% | 3.24% | $2,387.9万 | 5.0万股 | $1,351.8万 | 4.0万股 | +1.0万股+25.00% | 加仓 |
 英特尔INTC |
| 2.94% | 3.17% | $2,094.5万 | 15.0万股 | $1,323.9万 | 30.0万股 | -15.0万股-50.00% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.81% | 2.37% | $1,999.8万 | 8.0万股 | $987.5万 | 5.0万股 | +3.0万股+60.00% | 加仓 |
| VVICORVICR |
| 2.67% | 1.54% | $1,898.9万 | 5.0万股 | $644.0万 | 4.0万股 | +1.0万股+25.00% | 加仓 |
 苹果AAPL |
| 2.34% | 9.27% | $1,663.8万 | 5.8万股 | $3,870.3万 | 15.3万股 | -9.5万股-62.30% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 2.3% | — | $1,637.8万 | 81.6万股 | $0 | 0股 | +81.6万股 | 新买入 |
| FFLEXFLEX |
| 2.27% | 4.04% | $1,620.7万 | 10.0万股 | $1,685.4万 | 25.7万股 | -15.7万股-61.16% | 减仓 |
 应用材料AMAT |
| 2.03% | 2.05% | $1,446.0万 | 2.0万股 | $854.5万 | 2.5万股 | -5,000股-20.00% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 1.9% | 0.71% | $1,356.3万 | 53.0万股 | $296.7万 | 19.8万股 | +33.2万股+167.27% | 加仓 |
 惠普HPQ |
| 1.85% | — | $1,316.4万 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
 泛林集团LRCX |
| 1.82% | 1.54% | $1,300.0万 | 3.0万股 | $641.0万 | 3.0万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.82% | — | $1,295.3万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 迪尔DE |
| 1.78% | — | $1,268.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 Meta平台META |
| 1.62% | 1.44% | $1,154.7万 | 2.1万股 | $600.7万 | 1.1万股 | +1.0万股+95.24% | 加仓 |
| HHUT 8HUT |
| 1.62% | 1.69% | $1,154.5万 | 10.0万股 | $703.7万 | 15.0万股 | -5.0万股-33.33% | 减仓 |
 BlockXYZ |
| 1.6% | 0.72% | $1,140.0万 | 15.0万股 | $300.9万 | 5.0万股 | +10.0万股+200.00% | 加仓 |
| SSANDISK COMSNDK |
| 1.6% | 1.22% | $1,136.9万 | 5,000股 | $508.3万 | 8,000股 | -3,000股-37.50% | 减仓 |
 福特F |
| 1.37% | 1.38% | $973.0万 | 70.0万股 | $577.0万 | 50.0万股 | +20.0万股+40.00% | 加仓 |
 希捷STX |
| 1.35% | 0.94% | $965.0万 | 1.0万股 | $391.8万 | 1.0万股 | 00.00% | 持仓不变 |
 ROCKET COS COM CL ARKT |
| 1.27% | 1.96% | $905.6万 | 57.5万股 | $819.4万 | 57.5万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.26% | — | $894.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| TTyler科技TYL |
| 1.23% | — | $877.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| TTERAWULF COMWULF |
| 1.21% | 1.21% | $864.5万 | 35.0万股 | $505.1万 | 35.0万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 1.21% | 1.71% | $860.0万 | 8.0万股 | $712.7万 | 7.2万股 | +7,556股+10.43% | 加仓 |
 IRENIREN |
| 1.17% | 0.82% | $834.6万 | 18.3万股 | $342.8万 | 10.0万股 | +8.3万股+82.50% | 加仓 |
 阿斯麦ASML |
| 1.12% | 1.27% | $795.8万 | 4,000股 | $528.3万 | 4,000股 | 00.00% | 持仓不变 |
| FFERMIFRMI |
| 1.09% | — | $778.6万 | 85.0万股 | $0 | 0股 | +85.0万股 | 新买入 |
 博通AVGO |
| 1.06% | 2.23% | $755.5万 | 2.0万股 | $928.5万 | 3.0万股 | -1.0万股-33.33% | 减仓 |
 AMD超威AMD |
| 1.06% | 1.95% | $755.2万 | 1.3万股 | $813.7万 | 4.0万股 | -2.7万股-67.50% | 减仓 |
 科磊KLAC |
| 1.06% | 2.12% | $754.3万 | 2.5万股 | $883.4万 | 6,000股 | +1.9万股+316.67% | 加仓 |
| CCleanSparkCLSK |
| 1.02% | 1.02% | $727.5万 | 50.0万股 | $425.5万 | 50.0万股 | 00.00% | 持仓不变 |
| CCOGNEXCGNX |
| 1.02% | — | $724.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 PALO ALTOPANW |
| 0.98% | — | $699.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| OOPENDOOR TECHNOLOGIES INCLASS AOPEN |
| 0.97% | 0.73% | $693.0万 | 150.0万股 | $304.2万 | 65.0万股 | +85.0万股+130.77% | 加仓 |
 NETFLIXNFLX |
| 0.96% | 2.82% | $681.9万 | 9.6万股 | $1,177.8万 | 12.3万股 | -2.7万股-22.04% | 减仓 |
 西部数据WDC |
| 0.9% | 0.65% | $638.7万 | 1.0万股 | $270.5万 | 1.0万股 | 00.00% | 持仓不变 |
| NNUTANIXNTNX |
| 0.89% | — | $637.0万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 0.88% | 0.93% | $624.8万 | 25.5万股 | $386.1万 | 30.0万股 | -4.5万股-15.00% | 减仓 |
| AAPPLIED DIGITALAPLD |
| 0.87% | 0.57% | $618.4万 | 16.6万股 | $237.4万 | 10.0万股 | +6.6万股+65.80% | 加仓 |
| RRiot PlatformsRIOT |
| 0.86% | 1.78% | $616.1万 | 22.5万股 | $741.6万 | 60.0万股 | -37.5万股-62.50% | 减仓 |
 CrowdStrikeCRWD |
| 0.86% | — | $610.5万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.84% | — | $599.1万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| UUnityU |
| 0.8% | — | $571.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.8% | — | $571.4万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| AAMRIZE SHSAMRZ |
| 0.75% | 0.27% | $533.0万 | 10.0万股 | $112.0万 | 2.0万股 | +8.0万股+400.00% | 加仓 |
 卡特彼勒CAT |
| 0.75% | 1.7% | $532.5万 | 5,000股 | $708.5万 | 1.0万股 | -5,000股-50.00% | 减仓 |
