| SSANDISK COMSNDK |
| 36.49% | 12.53% | $8,276.8万 | 3.6万股 | $1,111.8万 | 1.8万股 | +1.9万股+108.01% | 加仓 |
 AMD超威AMD |
| 22.38% | — | $5,075.4万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 英特尔INTC |
| 7.76% | — | $1,761.0万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 美光科技MU |
| 7.69% | 12.86% | $1,744.7万 | 1.5万股 | $1,141.6万 | 3.4万股 | -1.9万股-55.27% | 减仓 |
| SSpaceXSPCX |
| 5.49% | — | $1,245.1万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 台积电TSM |
| 2.78% | 1.45% | $629.4万 | 1.3万股 | $128.6万 | 3,804股 | +9,376股+246.48% | 加仓 |
| V先锋领航指数基金VOO |
| 2.68% | 4.68% | $607.5万 | 8,250股 | $415.6万 | 7,200股 | +1,050股+14.58% | 加仓 |
 英伟达NVDA |
| 2.38% | 17.15% | $540.2万 | 2.7万股 | $1,522.4万 | 8.7万股 | -6.0万股-69.07% | 减仓 |
 应用材料AMAT |
| 1.81% | — | $411.4万 | 5,690股 | $0 | 0股 | +5,690股 | 新买入 |
 迈威尔MRVL |
| 1.42% | 3.65% | $322.0万 | 1.1万股 | $323.9万 | 3.3万股 | -2.2万股-66.95% | 减仓 |
 科磊KLAC |
| 1.36% | — | $309.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 NEBIUSNBIS |
| 1.07% | 0.57% | $243.0万 | 8,800股 | $50.8万 | 4,900股 | +3,900股+79.59% | 加仓 |
 VanEck ETF信托SMH |
| 1.04% | — | $236.1万 | 3,600股 | $0 | 0股 | +3,600股 | 新买入 |
| DDirexion股票ETF信托SOXL |
| 0.98% | — | $221.3万 | 8,296股 | $0 | 0股 | +8,296股 | 新买入 |
 特斯拉TSLA |
| 0.96% | 1.65% | $218.7万 | 5,200股 | $146.3万 | 3,936股 | +1,264股+32.11% | 加仓 |
 泛林集团LRCX |
| 0.55% | — | $125.0万 | 2,884股 | $0 | 0股 | +2,884股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.42% | — | $96.1万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| IINVESTMENT MANAGERS SER TR ISNXX |
| 0.4% | — | $91.7万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| QQUANTINUUM INCQNT |
| 0.38% | — | $85.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.31% | — | $69.4万 | 9,400股 | $0 | 0股 | +9,400股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.27% | — | $60.6万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.59% | $59.7万 | 800股 | $52.0万 | 800股 | 00.00% | 持仓不变 |
| FFUELCELL ENERGY INC COM NEWFCEL |
| 0.26% | — | $58.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| DDirexion股票ETF信托KORU |
| 0.24% | — | $54.7万 | 700股 | $0 | 0股 | +700股 | 新买入 |
| OOUSTEROUST |
| 0.17% | — | $38.8万 | 6,200股 | $0 | 0股 | +6,200股 | 新买入 |
 康宁GLW |
| 0.17% | — | $38.3万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 UNIQUREQURE |
| 0.12% | — | $27.6万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
| AASTERA LABSALAB |
| 0.11% | — | $24.2万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| LLUCAS GC LTDLGCL |
| 0.03% | — | $7.7万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| DDIGITAL BRANDS GROUP INCDBGI |
| 0.01% | — | $1.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| CCOSMOS HEALTH INCCOSM |
| <0.01% | — | $6,649 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| GGENIUS GROUP LTDGNS |
| <0.01% | — | $2,992 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
