 波音BA |
| 7.46% | 10.3% | $2,573.1万 | 11.9万股 | $1,695.0万 | 8.5万股 | +3.4万股+39.57% | 加仓 |
 KENVUE COMKVUE |
| 5.49% | 10.33% | $1,892.9万 | 99.1万股 | $1,700.1万 | 98.6万股 | +4,401股+0.45% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 5.45% | 1.81% | $1,880.4万 | 21.2万股 | $297.2万 | 3.6万股 | +17.6万股+490.12% | 加仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 5.34% | 5.39% | $1,842.4万 | 270.2万股 | $886.5万 | 215.2万股 | +55.0万股+25.56% | 加仓 |
 礼来LLY |
| 4.38% | 7.27% | $1,512.1万 | 1.3万股 | $1,195.7万 | 1.3万股 | -393股-3.02% | 减仓 |
 ZoomZM |
| 4.21% | — | $1,453.1万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 微软MSFT |
| 4.14% | — | $1,428.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 3.88% | — | $1,336.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| AAST SPACEMOBILEASTS |
| 3.72% | 0.86% | $1,281.4万 | 14.4万股 | $140.9万 | 1.7万股 | +12.7万股+748.24% | 加仓 |
 亚马逊AMZN |
| 3.37% | — | $1,162.6万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 VisaV |
| 2.6% | 1.15% | $896.0万 | 2.6万股 | $189.7万 | 6,276股 | +2.0万股+316.11% | 加仓 |
| NNLIGHTLASR |
| 2.58% | 4.35% | $890.2万 | 12.8万股 | $715.7万 | 12.6万股 | +2,359股+1.88% | 加仓 |
 英伟达NVDA |
| 2.46% | 1.71% | $846.9万 | 4.2万股 | $281.4万 | 1.6万股 | +2.6万股+162.28% | 加仓 |
 金佰利KMB |
| 2.01% | 7.36% | $691.9万 | 6.3万股 | $1,210.8万 | 12.6万股 | -6.2万股-49.78% | 减仓 |
| VVIKING THERAPEUTICSVKTX |
| 1.88% | 0.32% | $649.9万 | 16.7万股 | $52.5万 | 1.6万股 | +15.0万股+932.47% | 加仓 |
 BLACKSKY TECHNOLOGYBKSY |
| 1.6% | 0.69% | $553.1万 | 19.8万股 | $112.8万 | 4.5万股 | +15.3万股+341.96% | 加仓 |
| I景顺QQQ信托VOO |
| 1.43% | — | $493.4万 | 6,700股 | $0 | 0股 | +6,700股 | 新买入 |
| AAMPRIUS TECHNOLOGIESAMPX |
| 1.43% | 1.84% | $493.0万 | 35.6万股 | $302.2万 | 17.9万股 | +17.6万股+98.44% | 加仓 |
| UUSA RARE EARTH INC COMUSAR |
| 1.35% | — | $466.4万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
 FICOFICO |
| 1.25% | 2.15% | $430.4万 | 3,602股 | $354.0万 | 3,316股 | +286股+8.62% | 加仓 |
 Live NationLYV |
| 1.15% | — | $395.7万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 1.11% | — | $384.1万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 赛富时CRM |
| 1.1% | — | $380.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.99% | 6.79% | $342.9万 | 2.2万股 | $1,117.2万 | 7.6万股 | -5.5万股-71.64% | 减仓 |
 微软MSFT |
| 0.97% | — | $335.1万 | 8,983股 | $0 | 0股 | +8,983股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 0.97% | 0.18% | $334.8万 | 25.2万股 | $28.8万 | 3.6万股 | +21.6万股+603.14% | 加仓 |
| KKRANESHARES TRUSTKWEB |
| 0.95% | — | $327.9万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
| TTERAWULFWULF |
| 0.9% | — | $311.5万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.89% | — | $308.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| LLEMONADELMND |
| 0.85% | — | $292.7万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 波音BA |
| 0.85% | — | $292.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 0.84% | — | $289.4万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| WWARBY PARKERWRBY |
| 0.79% | 0.73% | $273.2万 | 9.0万股 | $120.9万 | 5.7万股 | +3.3万股+56.95% | 加仓 |
 谷歌AGOOGL |
| 0.75% | — | $257.4万 | 7,204股 | $0 | 0股 | +7,204股 | 新买入 |
| PPAPA JOHNS INTLPZZA |
| 0.72% | — | $248.2万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| UUpstart Holdings INC CORP COMMONUPST |
| 0.65% | — | $223.2万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 家得宝HD |
| 0.64% | — | $222.4万 | 6,305股 | $0 | 0股 | +6,305股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.6% | — | $206.7万 | 4,502股 | $0 | 0股 | +4,502股 | 新买入 |
 天弘CLS |
| 0.57% | — | $197.1万 | 5,403股 | $0 | 0股 | +5,403股 | 新买入 |
| TT1 ENERGYTE |
| 0.52% | 0.24% | $179.3万 | 18.9万股 | $39.4万 | 9.0万股 | +9.9万股+110.94% | 加仓 |
 优步UBER |
| 0.52% | — | $179.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 NEXTNAVNN |
| 0.51% | 1.97% | $176.6万 | 9.9万股 | $324.6万 | 20.3万股 | -10.4万股-51.11% | 减仓 |
 帕兰提尔PLTR |
| 0.5% | — | $173.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| QQUANTUMSCAPEQS |
| 0.49% | — | $170.3万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
 博通AVGO |
| 0.49% | — | $170.1万 | 4,503股 | $0 | 0股 | +4,503股 | 新买入 |
| Q高通QCOM |
| 0.48% | — | $165.4万 | 8,950股 | $0 | 0股 | +8,950股 | 新买入 |
| FFUELCELL ENERGYFCEL |
| 0.47% | — | $162.0万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| VVanEck ETF信托GDX |
| 0.39% | — | $135.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 苹果AAPL |
| 0.38% | 4.01% | $131.3万 | 4,538股 | $659.8万 | 2.6万股 | -2.1万股-82.54% | 减仓 |
 MobileyeMBLY |
| 0.38% | 0.15% | $130.8万 | 13.5万股 | $24.6万 | 3.6万股 | +9.9万股+276.67% | 加仓 |
