 NVIDIANVDA |
| 57.33% | — | $6.99亿 | 349.1万股 | $0 | 0股 | +349.1万股 | 新买入 |
 英伟达NVDA |
| 9.23% | 26.23% | $1.12亿 | 56.2万股 | $9,801.3万 | 56.2万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 5.97% | 6.82% | $7,278.8万 | 12.5万股 | $2,549.0万 | 12.5万股 | 00.00% | 持仓不变 |
| AAST SPACEMOBILE COM CL AASTS |
| 5.95% | 17.53% | $7,255.4万 | 81.7万股 | $6,550.9万 | 79.1万股 | +2.6万股+3.29% | 加仓 |
| RROCKET LAB COMRKLB |
| 5.38% | 10.62% | $6,556.4万 | 64.5万股 | $3,968.8万 | 61.8万股 | +2.7万股+4.37% | 加仓 |
 CrowdStrikeCRWD |
| 3.19% | 5.33% | $3,892.0万 | 5.1万股 | $1,991.1万 | 5.1万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 2.36% | 4.43% | $2,880.6万 | 9.7万股 | $1,654.1万 | 16.7万股 | -7.0万股-42.10% | 减仓 |
 苹果AAPL |
| 1.92% | 5.5% | $2,340.9万 | 8.1万股 | $2,053.2万 | 8.1万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.51% | 5.2% | $1,841.1万 | 4.0万股 | $1,944.5万 | 4.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.38% | 3.95% | $1,687.4万 | 7.1万股 | $1,474.6万 | 7.1万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.1% | 3.18% | $1,345.9万 | 3.2万股 | $1,189.6万 | 3.2万股 | 00.00% | 持仓不变 |
| PPLANET LABS PBC CLASS APL |
| 1.08% | 0.79% | $1,318.6万 | 39.8万股 | $293.5万 | 10.5万股 | +29.3万股+279.05% | 加仓 |
 微软MSFT |
| 1.02% | 3.29% | $1,238.4万 | 3.3万股 | $1,229.0万 | 3.3万股 | 00.00% | 持仓不变 |
| PPLANET LABS PBC COM CL APL |
| 0.82% | — | $993.9万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| NNUSCALE PWR CORP CLASS ASMR |
| 0.56% | 1.63% | $682.0万 | 68.0万股 | $610.4万 | 56.3万股 | +11.7万股+20.76% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.4% | 1.52% | $490.3万 | 10.8万股 | $568.2万 | 10.8万股 | 00.00% | 持仓不变 |
 CENTRUS ENERGY CL ALEU |
| 0.19% | 0.65% | $235.0万 | 1.4万股 | $243.0万 | 1.4万股 | 00.00% | 持仓不变 |
 SYMBOTIC CLASS A COMSYM |
| 0.18% | 0.57% | $224.8万 | 5.0万股 | $212.8万 | 4.0万股 | +1.0万股+25.00% | 加仓 |
 ENERGY FUELSUUUU |
| 0.13% | 0.54% | $159.5万 | 11.0万股 | $200.8万 | 11.0万股 | 00.00% | 持仓不变 |
 NOVANTANOVT |
| 0.09% | — | $107.1万 | 6,600股 | $0 | 0股 | +6,600股 | 新买入 |
 INTUITIVE MACHS INC CLASS ALUNR |
| 0.09% | 1.19% | $107.0万 | 5.0万股 | $445.4万 | 24.0万股 | -19.0万股-79.17% | 减仓 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.05% | 0.17% | $55.9万 | 2.2万股 | $64.6万 | 2.2万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.04% | 0.14% | $48.7万 | 2,500股 | $51.1万 | 2,500股 | 00.00% | 持仓不变 |
| RRICHTECH ROBOTICS INC CLASS BRR |
| <0.01% | 0.01% | $4.2万 | 2.0万股 | $4.2万 | 2.0万股 | 00.00% | 持仓不变 |
