 VanEck ETF信托SMH |
| 39.2% | 2.36% | $9.37亿 | 142.9万股 | $2,301.0万 | 6.0万股 | +136.9万股+2,281.20% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 8.34% | — | $1.99亿 | 98.8万股 | $0 | 0股 | +98.8万股 | 新买入 |
| RROUNDHILL ETF TRUSTNCLD |
| 6.73% | — | $1.61亿 | 217.9万股 | $0 | 0股 | +217.9万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 3.75% | 12.33% | $8,961.2万 | 12.0万股 | $1.20亿 | 18.5万股 | -6.5万股-35.14% | 减仓 |
| V先锋领航指数基金VOO |
| 2.03% | 2.37% | $4,863.0万 | 6.6万股 | $2,308.7万 | 4.0万股 | +2.6万股+65.09% | 加仓 |
 美光科技MU |
| 1.95% | — | $4,654.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 英特尔INTC |
| 1.52% | 0.54% | $3,631.8万 | 26.0万股 | $529.6万 | 12.0万股 | +14.0万股+116.75% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 1.43% | 0.46% | $3,419.4万 | 257.5万股 | $446.9万 | 55.6万股 | +201.9万股+363.18% | 加仓 |
 希捷STX |
| 1.42% | — | $3,400.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| DDELEK US NEWDK |
| 1.18% | 0.61% | $2,830.6万 | 55.7万股 | $591.3万 | 13.1万股 | +42.6万股+324.62% | 加仓 |
 AMD超威AMD |
| 1.12% | — | $2,685.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 英伟达NVDA |
| 0.96% | 2.84% | $2,301.0万 | 11.5万股 | $2,771.5万 | 15.9万股 | -4.4万股-27.63% | 减仓 |
 谷歌AGOOGL |
| 0.93% | 1.81% | $2,222.2万 | 6.2万股 | $1,766.9万 | 6.1万股 | +740股+1.20% | 加仓 |
 联合健康UNH |
| 0.9% | 1.39% | $2,161.3万 | 5.2万股 | $1,353.0万 | 5.0万股 | +2,000股+4.00% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.89% | 0.75% | $2,120.0万 | 8.1万股 | $736.3万 | 3.0万股 | +5.2万股+173.15% | 加仓 |
 马拉松石油MPC |
| 0.75% | 0.75% | $1,785.3万 | 7.0万股 | $735.0万 | 3.0万股 | +4.0万股+131.99% | 加仓 |
 Meta平台META |
| 0.73% | 4.11% | $1,754.0万 | 3.1万股 | $4,009.7万 | 7.0万股 | -3.9万股-55.57% | 减仓 |
 微软MSFT |
| 0.64% | 1.06% | $1,529.4万 | 4.1万股 | $1,032.6万 | 2.8万股 | +1.3万股+46.99% | 加仓 |
 苹果AAPL |
| 0.64% | 0.13% | $1,521.2万 | 5.3万股 | $126.9万 | 5,000股 | +4.8万股+951.40% | 加仓 |
| IiShares安硕EZA |
| 0.63% | 1.67% | $1,516.6万 | 24.0万股 | $1,627.2万 | 24.0万股 | 00.00% | 持仓不变 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.63% | 0.6% | $1,510.2万 | 4.3万股 | $590.2万 | 2.1万股 | +2.2万股+106.41% | 加仓 |
 台积电TSM |
| 0.6% | 1.27% | $1,432.7万 | 3.0万股 | $1,234.8万 | 3.7万股 | -6,539股-17.90% | 减仓 |
 FULL TRUCK ALLIANCEYMM |
| 0.59% | — | $1,406.7万 | 173.2万股 | $0 | 0股 | +173.2万股 | 新买入 |
| GGlobal X·URANIUM ETFURA |
| 0.58% | — | $1,398.4万 | 32.0万股 | $0 | 0股 | +32.0万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.5% | 1.66% | $1,201.8万 | 4.0万股 | $1,620.3万 | 6.5万股 | -2.5万股-38.78% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.48% | 0.53% | $1,152.0万 | 1.9万股 | $516.2万 | 1.3万股 | +5,580股+42.61% | 加仓 |
 亚马逊AMZN |
| 0.48% | 0.94% | $1,150.8万 | 4.8万股 | $916.2万 | 4.4万股 | +4,294股+9.76% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.44% | 0.27% | $1,061.7万 | 5,357股 | $258.8万 | 1,877股 | +3,480股+185.40% | 加仓 |
 ATOUR LIFESTYLEATAT |
| 0.43% | 0.47% | $1,039.1万 | 32.7万股 | $454.6万 | 12.4万股 | +20.3万股+164.59% | 加仓 |
| SSTAR BULK CARRIERSSBLK |
| 0.43% | 0.19% | $1,025.5万 | 41.1万股 | $188.4万 | 8.2万股 | +32.9万股+400.85% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.42% | 0.43% | $1,010.7万 | 8.0万股 | $418.1万 | 3.0万股 | +5.0万股+166.67% | 加仓 |
 联邦快递FDX |
| 0.41% | 1.2% | $979.4万 | 3.1万股 | $1,171.2万 | 3.3万股 | -1,604股-4.88% | 减仓 |
| IiShares安硕信托TLT |
| 0.39% | 1.54% | $937.1万 | 10.8万股 | $1,500.8万 | 17.3万股 | -6.5万股-37.37% | 减仓 |
 UNITED RENTALSURI |
| 0.39% | 0.34% | $929.0万 | 8,200股 | $334.9万 | 4,597股 | +3,603股+78.38% | 加仓 |
| IiShares白银信托SLV |
| 0.38% | 2.17% | $906.3万 | 17.0万股 | $2,119.5万 | 31.1万股 | -14.2万股-45.51% | 减仓 |
 科磊KLAC |
| 0.38% | — | $905.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 RobinhoodHOOD |
| 0.38% | 1.18% | $902.5万 | 9.0万股 | $1,148.8万 | 16.6万股 | -7.6万股-45.71% | 减仓 |
| KKANZHUN LIMITEDBZ |
| 0.38% | 0.69% | $901.9万 | 70.1万股 | $669.5万 | 50.0万股 | +20.1万股+40.16% | 加仓 |
| CCOGNEXCGNX |
| 0.37% | 0.36% | $892.4万 | 12.3万股 | $348.5万 | 7.1万股 | +5.2万股+73.25% | 加仓 |
| IINNIO NVINIO |
| 0.37% | — | $884.3万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 帕兰提尔PLTR |
| 0.36% | 0.53% | $870.4万 | 7.5万股 | $519.3万 | 3.6万股 | +3.9万股+110.16% | 加仓 |
| SSANDISK COMSNDK |
| 0.36% | 0.74% | $867.0万 | 3,813股 | $722.6万 | 1.1万股 | -7,560股-66.47% | 减仓 |
 泛林集团LRCX |
| 0.36% | — | $866.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSEADRILLSDRL |
| 0.35% | 0.31% | $840.7万 | 22.2万股 | $301.7万 | 6.6万股 | +15.6万股+235.29% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 0.35% | 0.53% | $839.1万 | 11.0万股 | $514.9万 | 5.0万股 | +6.0万股+118.30% | 加仓 |
| AATIATI |
| 0.35% | 0.34% | $826.2万 | 4.2万股 | $336.3万 | 2.3万股 | +1.9万股+81.31% | 加仓 |
 迈威尔MRVL |
| 0.34% | 0.65% | $822.2万 | 2.8万股 | $634.5万 | 6.4万股 | -3.6万股-56.92% | 减仓 |
 博通AVGO |
| 0.32% | 0.59% | $755.5万 | 2.0万股 | $572.9万 | 1.9万股 | +1,490股+8.05% | 加仓 |
 AMETEK COMAME |
| 0.3% | 0.23% | $711.3万 | 2.9万股 | $223.1万 | 1.0万股 | +1.9万股+182.42% | 加仓 |
 派克汉尼汾PH |
| 0.29% | 0.05% | $704.2万 | 7,200股 | $45.7万 | 510股 | +6,690股+1,311.76% | 加仓 |
