 台积电TSM |
| 14.53% | 7.4% | $6,810.6万 | 14.3万股 | $5,317.0万 | 15.7万股 | -1.5万股-9.36% | 减仓 |
 特斯拉TSLA |
| 12.36% | 6.99% | $5,790.4万 | 13.8万股 | $5,019.8万 | 13.5万股 | +2,639股+1.95% | 加仓 |
 英伟达NVDA |
| 10.51% | 12% | $4,924.1万 | 24.6万股 | $8,623.1万 | 49.4万股 | -24.8万股-50.23% | 减仓 |
 江森自控JCI |
| 6.74% | 4.4% | $3,160.3万 | 21.6万股 | $3,163.9万 | 24.2万股 | -2.5万股-10.48% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 5.97% | — | $2,798.7万 | 37.4万股 | $0 | 0股 | +37.4万股 | 新买入 |
 QUANTA SVCSPWR |
| 4.74% | 2.13% | $2,220.6万 | 3.1万股 | $1,533.3万 | 2.8万股 | +2,912股+10.43% | 加仓 |
 甲骨文ORCL |
| 4.61% | 2.88% | $2,159.3万 | 14.7万股 | $2,072.3万 | 14.1万股 | +6,481股+4.60% | 加仓 |
 GE VernovaGEV |
| 4.49% | 2.24% | $2,104.6万 | 1.8万股 | $1,610.4万 | 1.8万股 | -535股-2.90% | 减仓 |
 GE航空GE |
| 4.1% | 6.02% | $1,921.8万 | 5.1万股 | $4,326.8万 | 15.2万股 | -10.1万股-66.27% | 减仓 |
| AAEHR TEST SYSAEHR |
| 3.18% | — | $1,491.8万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 科磊KLAC |
| 3.09% | — | $1,447.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| DDIGI PWR X INC COM SUB VTGDGXX |
| 2.72% | — | $1,273.2万 | 233.6万股 | $0 | 0股 | +233.6万股 | 新买入 |
| TTEMPUS AITEM |
| 2.69% | 2.33% | $1,260.5万 | 21.8万股 | $1,677.1万 | 37.1万股 | -15.3万股-41.33% | 减仓 |
| CCOMFORT SYS USAFIX |
| 2.65% | — | $1,242.5万 | 6,269股 | $0 | 0股 | +6,269股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 2.27% | 1.73% | $1,064.6万 | 4.0万股 | $1,241.0万 | 5.4万股 | -1.4万股-26.47% | 减仓 |
 Arm控股ARM |
| 2.25% | — | $1,056.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 阿里巴巴BABA |
| 2.23% | 5.31% | $1,045.0万 | 10.9万股 | $3,814.5万 | 30.4万股 | -19.5万股-64.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.16% | — | $1,010.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| AAXT·INCAXTI |
| 1.77% | — | $829.3万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
| IiShares比特币ETFIBIT |
| 1.68% | 1.26% | $785.8万 | 23.6万股 | $906.9万 | 23.6万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.07% | — | $501.2万 | 4,342股 | $0 | 0股 | +4,342股 | 新买入 |
| KKANZHUN LIMITEDBZ |
| 1.06% | — | $495.5万 | 38.5万股 | $0 | 0股 | +38.5万股 | 新买入 |
| AAPPLOVINAPP |
| 0.89% | 1.65% | $416.8万 | 8,089股 | $1,186.2万 | 3.0万股 | -2.2万股-72.86% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.84% | — | $392.2万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 Bloom EnergyBE |
| 0.57% | — | $266.6万 | 8,808股 | $0 | 0股 | +8,808股 | 新买入 |
| SSpaceXSPCX |
| 0.41% | — | $192.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 AEROVIRONMENTAVAV |
| 0.26% | 1.12% | $122.2万 | 7,400股 | $803.1万 | 4.4万股 | -3.6万股-83.13% | 减仓 |
 康宁GLW |
| 0.17% | 2.45% | $79.6万 | 3,116股 | $1,760.9万 | 13.0万股 | -12.6万股-97.59% | 减仓 |
