| AAST SPACEMOBILE COM CL AASTS |
| 5.67% | 1.45% | $2,235.0万 | 25.2万股 | $429.3万 | 5.2万股 | +20.0万股+385.56% | 加仓 |
 AMD超威AMD |
| 5.44% | 3.13% | $2,141.9万 | 3.7万股 | $928.6万 | 4.6万股 | -8,776股-19.23% | 减仓 |
 美光科技MU |
| 4.11% | 2.15% | $1,618.0万 | 1.4万股 | $638.4万 | 1.9万股 | -4,880股-25.82% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.96% | 4.42% | $1,559.2万 | 2.1万股 | $1,313.0万 | 2.0万股 | +689股+3.41% | 加仓 |
 IRENIREN |
| 3.74% | 3.58% | $1,475.5万 | 32.3万股 | $1,062.7万 | 31.0万股 | +1.3万股+4.08% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 3.74% | 2.94% | $1,475.3万 | 42.6万股 | $873.5万 | 42.1万股 | +4,778股+1.14% | 加仓 |
| AAPPLOVINAPP |
| 2.79% | 2.25% | $1,099.7万 | 2.1万股 | $667.8万 | 1.7万股 | +4,564股+27.20% | 加仓 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 2.22% | — | $874.0万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
 Meta平台META |
| 1.59% | 2.81% | $625.1万 | 1.1万股 | $834.9万 | 1.5万股 | -3,494股-23.94% | 减仓 |
 森科能源SU |
| 1.56% | 1.96% | $616.0万 | 11.5万股 | $581.9万 | 8.8万股 | +2.7万股+30.38% | 加仓 |
 UNITED RENTALSURI |
| 1.49% | 1.24% | $587.0万 | 5,181股 | $368.8万 | 5,063股 | +118股+2.33% | 加仓 |
 亚马逊AMZN |
| 1.47% | 1.52% | $578.0万 | 2.4万股 | $451.2万 | 2.2万股 | +2,589股+11.95% | 加仓 |
 英伟达NVDA |
| 1.41% | 1.63% | $557.0万 | 2.8万股 | $484.6万 | 2.8万股 | +51股+0.18% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.35% | 1.6% | $530.7万 | 1.1万股 | $474.6万 | 9,903股 | +703股+7.10% | 加仓 |
 NubankNU |
| 1.33% | 1.75% | $523.0万 | 39.1万股 | $518.1万 | 36.1万股 | +3.1万股+8.58% | 加仓 |
 TJXTJX |
| 1.3% | 1.77% | $511.9万 | 3.4万股 | $525.9万 | 3.3万股 | +854股+2.59% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.29% | 1.71% | $509.6万 | 3,002股 | $506.2万 | 2,928股 | +74股+2.53% | 加仓 |
| PPETROLEO BRASILEIROPBR |
| 1.27% | — | $500.8万 | 31.0万股 | $0 | 0股 | +31.0万股 | 新买入 |
| DDUOLINGODUOL |
| 1.26% | 1.43% | $496.7万 | 4.3万股 | $425.7万 | 4.3万股 | 00.00% | 持仓不变 |
 XPOXPO |
| 1.25% | 1.54% | $494.3万 | 2.4万股 | $457.7万 | 2.4万股 | +551股+2.34% | 加仓 |
 ServiceNowNOW |
| 1.25% | — | $492.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 GeneracGNRC |
| 1.19% | 1.02% | $467.5万 | 1.6万股 | $302.3万 | 1.5万股 | +488股+3.15% | 加仓 |
 摩根大通JPM |
| 1.06% | 1.22% | $417.1万 | 1.3万股 | $361.0万 | 1.2万股 | +470股+3.83% | 加仓 |
 通用动力GD |
| 1.05% | 1.31% | $413.4万 | 1.2万股 | $388.6万 | 1.1万股 | +347股+3.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 1.13% | $413.0万 | 1.2万股 | $336.4万 | 1.2万股 | -37股-0.32% | 减仓 |
 AMGEN COMAMGN |
| 1% | 1.25% | $395.0万 | 1.1万股 | $369.8万 | 1.1万股 | +397股+3.78% | 加仓 |
 超微电脑SMCI |
| 0.96% | 0.22% | $377.2万 | 12.9万股 | $64.9万 | 2.8万股 | +10.0万股+351.31% | 加仓 |
 甲骨文ORCL |
| 0.96% | 1.25% | $376.6万 | 2.6万股 | $370.1万 | 2.5万股 | +544股+2.16% | 加仓 |
 艾伯维ABBV |
| 0.96% | 1.04% | $376.6万 | 1.5万股 | $309.1万 | 1.4万股 | +750股+5.28% | 加仓 |
 BOOKING COMBKNG |
| 0.86% | 1.03% | $337.1万 | 1.9万股 | $304.9万 | 724股 | +1.8万股+2,511.88% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.85% | 1.01% | $333.1万 | 1.8万股 | $300.0万 | 1.8万股 | +268股+1.48% | 加仓 |
 ExpediaEXPE |
| 0.82% | 0.95% | $324.0万 | 1.3万股 | $280.9万 | 1.2万股 | +499股+4.10% | 加仓 |
 苹果AAPL |
| 0.8% | 1.01% | $313.7万 | 1.1万股 | $300.6万 | 1.2万股 | -1,000股-8.44% | 减仓 |
 TransDigmTDG |
| 0.78% | 0.87% | $308.1万 | 2,313股 | $258.3万 | 2,229股 | +84股+3.77% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.78% | 1.2% | $307.3万 | 9.2万股 | $355.4万 | 9.2万股 | -185股-0.20% | 减仓 |
 特斯拉TSLA |
| 0.74% | 0.86% | $293.5万 | 6,978股 | $256.3万 | 6,895股 | +83股+1.20% | 加仓 |
 CROCSCROX |
| 0.74% | 0.66% | $293.1万 | 2.4万股 | $196.6万 | 2.4万股 | +615股+2.60% | 加仓 |
 微软MSFT |
| 0.72% | 0.81% | $285.0万 | 7,640股 | $240.4万 | 6,495股 | +1,145股+17.63% | 加仓 |
| V先锋领航指数基金VOO |
| 0.71% | 0.69% | $279.5万 | 3,795股 | $205.1万 | 3,553股 | +242股+6.81% | 加仓 |
 VALEVALE |
| 0.68% | 0.92% | $269.4万 | 17.9万股 | $271.9万 | 17.1万股 | +8,183股+4.79% | 加仓 |
 好市多COST |
| 0.66% | 0.9% | $260.2万 | 2,782股 | $268.0万 | 2,690股 | +92股+3.42% | 加仓 |
 COPART COMCPRT |
| 0.65% | 0.87% | $255.6万 | 9.1万股 | $258.0万 | 7.8万股 | +1.3万股+16.64% | 加仓 |
 阿斯麦ASML |
| 0.64% | 0.54% | $251.5万 | 1,264股 | $159.7万 | 1,209股 | +55股+4.55% | 加仓 |
 PEABODY ENGRBTU |
| 0.63% | 0.51% | $247.0万 | 10.7万股 | $152.7万 | 4.6万股 | +6.1万股+130.59% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.84% | $245.0万 | 2.2万股 | $249.5万 | 2.0万股 | +1,557股+7.76% | 加仓 |
 OFG BANCORPOFG |
| 0.61% | 0.67% | $240.8万 | 4.9万股 | $199.6万 | 4.9万股 | -260股-0.53% | 减仓 |
| FFIRST BANCORPFBP |
| 0.61% | 0.66% | $240.1万 | 9.2万股 | $196.7万 | 9.2万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.56% | 0.71% | $219.5万 | 2.4万股 | $211.9万 | 2.3万股 | +874股+3.81% | 加仓 |
| XXSQUARE SER TRZTAX |
| 0.56% | 0.73% | $219.0万 | 8.6万股 | $216.3万 | 8.5万股 | +961股+1.13% | 加仓 |
 ChipotleCMG |
| 0.54% | 0.57% | $213.8万 | 6.3万股 | $169.4万 | 5.3万股 | +9,956股+18.81% | 加仓 |
