 甲骨文ORCL |
| 26.55% | — | $2,738.0万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 阿里巴巴BABA |
| 19.81% | 12.6% | $2,042.6万 | 21.3万股 | $1,867.1万 | 14.9万股 | +6.4万股+43.00% | 加仓 |
 英伟达NVDA |
| 14.63% | 6.41% | $1,508.9万 | 7.5万股 | $950.2万 | 5.4万股 | +2.1万股+38.41% | 加仓 |
| SSpaceXSPCX |
| 12.55% | — | $1,293.6万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 京东JD |
| 8.58% | 14.07% | $884.9万 | 900.0万股 | $2,084.9万 | 2,100.0万股 | -1,200.0万股-57.14% | 减仓 |
| RROGERSROG |
| 8.51% | 3.88% | $877.0万 | 5.4万股 | $574.9万 | 5.4万股 | 00.00% | 持仓不变 |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| 4.03% | 2.06% | $415.8万 | 19.5万股 | $304.8万 | 8.9万股 | +10.7万股+120.13% | 加仓 |
| KKANZHUN LIMITEDBZ |
| 3.7% | 2.68% | $381.5万 | 29.6万股 | $396.9万 | 29.6万股 | 00.00% | 持仓不变 |
 Super Micro Computer, Inc.SMCI |
| 0.9% | 0.54% | $92.6万 | 100.0万股 | $79.5万 | 100.0万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 0.74% | — | $76.1万 | 9,973股 | $0 | 0股 | +9,973股 | 新买入 |
