 英伟达NVDA |
| 7.12% | 8.28% | $1.95亿 | 111.8万股 | $1.95亿 | 111.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 5.95% | 6.92% | $1.63亿 | 64.2万股 | $1.63亿 | 64.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 5.84% | 1.99% | $1.60亿 | 13.8万股 | $4,669.3万 | 13.8万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 4.25% | 1.73% | $1.16亿 | 20.0万股 | $4,067.7万 | 20.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.23% | 4.92% | $1.16亿 | 31.3万股 | $1.16亿 | 31.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.3% | 3.84% | $9,025.1万 | 31.4万股 | $9,025.1万 | 31.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.19% | 3.71% | $8,716.0万 | 28.2万股 | $8,716.0万 | 28.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.18% | 3.7% | $8,692.0万 | 41.7万股 | $8,692.0万 | 41.7万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 2.92% | 1.67% | $7,973.7万 | 18.4万股 | $3,931.6万 | 18.4万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 2.72% | 1% | $7,449.5万 | 53.2万股 | $2,347.7万 | 53.2万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 2.68% | 3.11% | $7,322.4万 | 19.7万股 | $7,322.4万 | 19.7万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.43% | 2.83% | $6,654.2万 | 11.6万股 | $6,654.2万 | 11.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.4% | 2.79% | $6,560.7万 | 22.9万股 | $6,560.7万 | 22.9万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 2.38% | 0.92% | $6,499.9万 | 21.8万股 | $2,160.0万 | 21.8万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 2.19% | 1.2% | $5,981.5万 | 8.3万股 | $2,825.1万 | 8.3万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 1.8% | 2.1% | $4,927.1万 | 48.2万股 | $4,927.1万 | 48.2万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.69% | 1.97% | $4,629.8万 | 37.3万股 | $4,629.8万 | 37.3万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.59% | 1.85% | $4,353.5万 | 4.4万股 | $4,353.5万 | 4.4万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 1.53% | 0.75% | $4,190.9万 | 6.6万股 | $1,774.2万 | 6.6万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.43% | 1.66% | $3,902.3万 | 40.6万股 | $3,902.3万 | 40.6万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 1.32% | 1.54% | $3,619.8万 | 24.8万股 | $3,619.8万 | 24.8万股 | 00.00% | 持仓不变 |
| PProShares信托OILK |
| 1.14% | 1.32% | $3,108.1万 | 57.5万股 | $3,108.1万 | 57.5万股 | 00.00% | 持仓不变 |
 希捷STX |
| 1.12% | 0.53% | $3,052.0万 | 3.2万股 | $1,237.9万 | 3.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.86% | 1% | $2,355.6万 | 7.0万股 | $2,355.6万 | 7.0万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.85% | 0.99% | $2,324.9万 | 12.0万股 | $2,324.9万 | 12.0万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.84% | 0.98% | $2,295.4万 | 29.6万股 | $2,295.4万 | 29.6万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.75% | 0.41% | $2,056.4万 | 6.0万股 | $966.7万 | 6.0万股 | 00.00% | 持仓不变 |
| UUNITED STS OIL FDUSO |
| 0.75% | 0.87% | $2,052.7万 | 16.1万股 | $2,052.7万 | 16.1万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.73% | 0.85% | $1,999.3万 | 1.5万股 | $1,999.3万 | 1.5万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.65% | 0.75% | $1,772.2万 | 5.0万股 | $1,772.2万 | 5.0万股 | 00.00% | 持仓不变 |
| UUNITED STS BRENT OIL FDBNO |
| 0.64% | 0.75% | $1,753.7万 | 33.7万股 | $1,753.7万 | 33.7万股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.63% | 0.73% | $1,709.3万 | 8.1万股 | $1,709.3万 | 8.1万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.62% | 0.72% | $1,697.4万 | 3.4万股 | $1,697.4万 | 3.4万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.61% | 0.7% | $1,654.6万 | 10.7万股 | $1,654.6万 | 10.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.55% | 0.64% | $1,516.3万 | 1.6万股 | $1,516.3万 | 1.6万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.55% | 0.27% | $1,502.2万 | 4.2万股 | $639.3万 | 4.2万股 | 00.00% | 持仓不变 |
 MONOLITHIC PWR SYSMPWR |
| 0.55% | 0.64% | $1,495.1万 | 1.4万股 | $1,495.1万 | 1.4万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.53% | 0.62% | $1,459.6万 | 10.5万股 | $1,459.6万 | 10.5万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.53% | 0.61% | $1,444.8万 | 3.4万股 | $1,444.8万 | 3.4万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.49% | 0.57% | $1,335.0万 | 2.9万股 | $1,335.0万 | 2.9万股 | 00.00% | 持仓不变 |
| EETFS GOLD TRSGOL |
| 0.49% | 0.57% | $1,334.6万 | 29.9万股 | $1,334.6万 | 29.9万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.48% | 0.56% | $1,315.4万 | 14.9万股 | $1,315.4万 | 14.9万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.46% | 0.53% | $1,251.8万 | 3.9万股 | $1,251.8万 | 3.9万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.45% | 0.52% | $1,220.5万 | 3.1万股 | $1,220.5万 | 3.1万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.41% | 0.48% | $1,130.6万 | 2.9万股 | $1,130.6万 | 2.9万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.4% | 0.47% | $1,098.1万 | 4.9万股 | $1,098.1万 | 4.9万股 | 00.00% | 持仓不变 |
| TTAL EDTAL |
| 0.4% | 0.47% | $1,097.9万 | 96.6万股 | $1,097.9万 | 96.6万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.39% | 0.46% | $1,074.2万 | 9.1万股 | $1,074.2万 | 9.1万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.38% | 0.44% | $1,045.1万 | 1.2万股 | $1,045.1万 | 1.2万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.38% | 0.44% | $1,032.4万 | 8.2万股 | $1,032.4万 | 8.2万股 | 00.00% | 持仓不变 |
