 亚马逊AMZN |
| 15.43% | 15.16% | $11.92亿 | 500.0万股 | $9.00亿 | 432.0万股 | +68.0万股+15.74% | 加仓 |
 美光科技MU |
| 14.57% | 9.48% | $11.25亿 | 97.5万股 | $5.63亿 | 166.5万股 | -69.0万股-41.44% | 减仓 |
 台积电TSM |
| 10.2% | 7.56% | $7.88亿 | 165.0万股 | $4.49亿 | 132.8万股 | +32.3万股+24.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 8.46% | 8.38% | $6.54亿 | 185.0万股 | $4.97亿 | 173.3万股 | +11.7万股+6.77% | 加仓 |
 优步UBER |
| 7.19% | 7.68% | $5.55亿 | 769.4万股 | $4.56亿 | 633.3万股 | +136.1万股+21.50% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 6.34% | 4.98% | $4.90亿 | 242.5万股 | $2.95亿 | 240.0万股 | +2.5万股+1.04% | 加仓 |
 Meta平台META |
| 4.92% | 4.21% | $3.80亿 | 67.5万股 | $2.50亿 | 43.7万股 | +23.9万股+54.64% | 加仓 |
 VistraVST |
| 4.55% | 5.12% | $3.51亿 | 221.5万股 | $3.04亿 | 202.2万股 | +19.3万股+9.54% | 加仓 |
 英伟达NVDA |
| 3.95% | 4.33% | $3.05亿 | 152.5万股 | $2.57亿 | 147.2万股 | +5.4万股+3.64% | 加仓 |
| NNRG ENERGYNRG |
| 3.33% | 4.27% | $2.57亿 | 176.0万股 | $2.53亿 | 173.4万股 | +2.6万股+1.47% | 加仓 |
 苹果AAPL |
| 3.13% | — | $2.42亿 | 83.5万股 | $0 | 0股 | +83.5万股 | 新买入 |
 阿里巴巴BABA |
| 2.48% | 7.33% | $1.92亿 | 200.0万股 | $4.35亿 | 346.5万股 | -146.5万股-42.28% | 减仓 |
 波音BA |
| 2.24% | — | $1.73亿 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
 泛林集团LRCX |
| 2.15% | 1.38% | $1.66亿 | 38.3万股 | $8,172.5万 | 38.3万股 | 00.00% | 持仓不变 |
| B百度BIDU |
| 1.92% | 1.3% | $1.48亿 | 129.5万股 | $7,711.4万 | 69.2万股 | +60.3万股+87.11% | 加仓 |
| AAMERICAN AIRLINESAAL |
| 1.75% | — | $1.36亿 | 750.0万股 | $0 | 0股 | +750.0万股 | 新买入 |
 AMD超威AMD |
| 1.49% | 0.76% | $1.15亿 | 19.8万股 | $4,503.9万 | 22.1万股 | -2.4万股-10.79% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.39% | — | $1.07亿 | 107.8万股 | $0 | 0股 | +107.8万股 | 新买入 |
 阿斯麦ASML |
| 1.29% | 1.1% | $9,947.2万 | 5.0万股 | $6,538.1万 | 5.0万股 | +500股+1.01% | 加仓 |
 博通AVGO |
| 0.73% | — | $5,666.3万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| Q高通QCOM |
| 0.6% | 1.08% | $4,619.8万 | 25.0万股 | $6,421.1万 | 49.9万股 | -24.9万股-49.86% | 减仓 |
| SSpaceXSPCX |
| 0.5% | — | $3,844.4万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.39% | 0.51% | $3,013.6万 | 157.6万股 | $3,041.9万 | 157.6万股 | 00.00% | 持仓不变 |
| MMPLXFFUT |
| 0.37% | 0.48% | $2,830.4万 | 50.2万股 | $2,867.5万 | 50.2万股 | 00.00% | 持仓不变 |
 WHIRLPOOL COMWHR |
| 0.36% | 1.77% | $2,818.5万 | 71.5万股 | $1.05亿 | 195.0万股 | -123.5万股-63.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | — | $1,251.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 GOODYEAR TIRE & RUBRGT |
| 0.13% | — | $995.7万 | 150.9万股 | $0 | 0股 | +150.9万股 | 新买入 |
