| SSPDR标普500 ETFSPY |
| 4.98% | 0.64% | $104.76亿 | 1,402.8万股 | $10.70亿 | 164.6万股 | +1,238.3万股+752.52% | 加仓 |
 英伟达NVDA |
| 2.51% | 2.31% | $52.79亿 | 2,638.4万股 | $38.37亿 | 2,200.2万股 | +438.2万股+19.92% | 加仓 |
 谷歌AGOOGL |
| 1.7% | 1.62% | $35.83亿 | 1,002.7万股 | $27.01亿 | 939.3万股 | +63.4万股+6.75% | 加仓 |
 AMD超威AMD |
| 1.63% | 0.89% | $34.33亿 | 590.9万股 | $14.84亿 | 729.3万股 | -138.4万股-18.97% | 减仓 |
 亚马逊AMZN |
| 1.59% | 1.01% | $33.50亿 | 1,405.3万股 | $16.74亿 | 803.8万股 | +601.6万股+74.84% | 加仓 |
 美光科技MU |
| 1.46% | 1.18% | $30.77亿 | 266.6万股 | $19.65亿 | 581.5万股 | -314.9万股-54.16% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.4% | 1.21% | $29.50亿 | 835.0万股 | $20.05亿 | 698.9万股 | +136.1万股+19.48% | 加仓 |
 Meta平台META |
| 1.31% | 1.18% | $27.62亿 | 490.3万股 | $19.55亿 | 341.8万股 | +148.5万股+43.46% | 加仓 |
 特斯拉TSLA |
| 1.24% | 1.63% | $26.07亿 | 619.9万股 | $27.17亿 | 730.8万股 | -110.9万股-15.18% | 减仓 |
| V先锋领航指数基金VOO |
| 1.12% | 0.26% | $23.58亿 | 320.2万股 | $4.33亿 | 75.0万股 | +245.2万股+326.94% | 加仓 |
 苹果AAPL |
| 1.02% | 1.41% | $21.42亿 | 740.2万股 | $23.47亿 | 924.7万股 | -184.4万股-19.95% | 减仓 |
 微软MSFT |
| 1% | 1.81% | $20.95亿 | 561.7万股 | $30.06亿 | 811.9万股 | -250.3万股-30.82% | 减仓 |
 Bloom EnergyBE |
| 0.95% | 0.54% | $20.02亿 | 661.4万股 | $8.95亿 | 660.5万股 | +8,938股+0.14% | 加仓 |
 CrowdStrikeCRWD |
| 0.92% | 0.56% | $19.38亿 | 254.0万股 | $9.31亿 | 238.4万股 | +15.6万股+6.53% | 加仓 |
| SSANDISK COMSNDK |
| 0.88% | 0.74% | $18.52亿 | 81.4万股 | $12.27亿 | 193.1万股 | -111.7万股-57.83% | 减仓 |
 西部数据WDC |
| 0.87% | 0.64% | $18.33亿 | 286.9万股 | $10.64亿 | 393.3万股 | -106.4万股-27.05% | 减仓 |
 LumentumLITE |
| 0.86% | 0.57% | $18.15亿 | 211.5万股 | $9.46亿 | 134.7万股 | +76.8万股+57.04% | 加仓 |
 希捷STX |
| 0.86% | 0.43% | $18.00亿 | 186.6万股 | $7.09亿 | 181.0万股 | +5.6万股+3.08% | 加仓 |
 英特尔INTC |
| 0.85% | 0.58% | $17.89亿 | 1,281.3万股 | $9.58亿 | 2,171.2万股 | -889.9万股-40.99% | 减仓 |
 家得宝HD |
| 0.78% | 0.8% | $16.48亿 | 467.3万股 | $13.22亿 | 402.1万股 | +65.2万股+16.22% | 加仓 |
 博通AVGO |
| 0.66% | 1.46% | $13.93亿 | 368.6万股 | $24.24亿 | 783.3万股 | -414.7万股-52.94% | 减仓 |
 迈威尔MRVL |
| 0.57% | 0.13% | $11.99亿 | 402.4万股 | $2.17亿 | 219.6万股 | +182.8万股+83.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.21% | $11.93亿 | 238.4万股 | $3.57亿 | 74.6万股 | +163.8万股+219.64% | 加仓 |
 通用汽车GM |
| 0.55% | 0.58% | $11.65亿 | 1,510.9万股 | $9.57亿 | 1,284.8万股 | +226.1万股+17.60% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.55% | 0.92% | $11.64亿 | 2,726.7万股 | $15.33亿 | 2,443.2万股 | +283.5万股+11.60% | 加仓 |
 CloudflareNET |
| 0.54% | 0.5% | $11.37亿 | 463.4万股 | $8.28亿 | 401.5万股 | +61.9万股+15.42% | 加仓 |
 礼来LLY |
| 0.53% | 0.65% | $11.08亿 | 92.4万股 | $10.74亿 | 116.8万股 | -24.4万股-20.89% | 减仓 |
 VisaV |
| 0.53% | 0.51% | $11.08亿 | 322.9万股 | $8.48亿 | 280.5万股 | +42.4万股+15.10% | 加仓 |
 华纳兄弟探索WBD |
| 0.52% | 0.25% | $10.89亿 | 4,083.1万股 | $4.19亿 | 1,525.7万股 | +2,557.5万股+167.63% | 加仓 |
 万事达MA |
| 0.52% | 0.34% | $10.86亿 | 211.5万股 | $5.68亿 | 113.6万股 | +97.9万股+86.17% | 加仓 |
 帕兰提尔PLTR |
| 0.48% | 0.8% | $10.14亿 | 869.3万股 | $13.32亿 | 910.5万股 | -41.2万股-4.52% | 减仓 |
| C花旗集团C |
| 0.47% | 0.46% | $9.97亿 | 712.1万股 | $7.71亿 | 679.9万股 | +32.2万股+4.74% | 加仓 |
 第一资本COF |
| 0.46% | 0.27% | $9.72亿 | 484.4万股 | $4.49亿 | 246.4万股 | +238.0万股+96.59% | 加仓 |
 好市多COST |
| 0.46% | 0.62% | $9.64亿 | 103.1万股 | $10.36亿 | 104.0万股 | -9,242股-0.89% | 减仓 |
| SSpaceXSPCX |
| 0.43% | — | $9.12亿 | 534.0万股 | $0 | 0股 | +534.0万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.42% | 0.13% | $8.85亿 | 205.2万股 | $2.10亿 | 128.1万股 | +77.1万股+60.18% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.42% | 0.13% | $8.76亿 | 1,059.6万股 | $2.10亿 | 263.8万股 | +795.8万股+301.62% | 加仓 |
 联合健康UNH |
| 0.39% | 0.52% | $8.27亿 | 199.0万股 | $8.65亿 | 319.8万股 | -120.8万股-37.77% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.39% | 0.39% | $8.18亿 | 260.1万股 | $6.50亿 | 226.3万股 | +33.8万股+14.92% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.39% | 0.27% | $8.11亿 | 3,310.6万股 | $4.51亿 | 3,506.1万股 | -195.5万股-5.58% | 减仓 |
 甲骨文ORCL |
| 0.39% | 0.47% | $8.10亿 | 552.4万股 | $7.80亿 | 530.4万股 | +22.0万股+4.15% | 加仓 |
 3M COMMMM |
| 0.38% | 0.46% | $7.96亿 | 491.4万股 | $7.72亿 | 531.4万股 | -40.1万股-7.54% | 减仓 |
 摩根大通JPM |
| 0.36% | 0.81% | $7.61亿 | 232.5万股 | $13.39亿 | 455.1万股 | -222.7万股-48.92% | 减仓 |
 飞塔FTNT |
| 0.35% | 0.14% | $7.45亿 | 485.0万股 | $2.39亿 | 292.6万股 | +192.3万股+65.72% | 加仓 |
 天弘CLS |
| 0.35% | 0.2% | $7.42亿 | 203.5万股 | $3.27亿 | 116.0万股 | +87.5万股+75.43% | 加仓 |
 宣伟SHW |
| 0.34% | 0.29% | $7.23亿 | 210.1万股 | $4.77亿 | 148.7万股 | +61.4万股+41.32% | 加仓 |
 NETFLIXNFLX |
| 0.34% | 0.4% | $7.16亿 | 1,002.5万股 | $6.70亿 | 696.4万股 | +306.1万股+43.96% | 加仓 |
 高盛GS |
| 0.34% | 0.2% | $7.11亿 | 70.3万股 | $3.27亿 | 38.7万股 | +31.7万股+81.86% | 加仓 |
 相干公司COHR |
| 0.34% | 0.02% | $7.08亿 | 179.4万股 | $2,918.1万 | 12.3万股 | +167.1万股+1,364.44% | 加仓 |
 TARGET COMTGT |
| 0.31% | 0.72% | $6.54亿 | 500.5万股 | $11.92亿 | 983.5万股 | -483.0万股-49.11% | 减仓 |
