| V先锋领航指数基金VOO |
| 16.14% | 15.96% | $5.67亿 | 77.0万股 | $4.67亿 | 81.0万股 | -4.0万股-4.90% | 减仓 |
 AMD超威AMD |
| 13.24% | — | $4.65亿 | 80.1万股 | $0 | 0股 | +80.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 12.14% | 14.44% | $4.26亿 | 57.1万股 | $4.23亿 | 65.0万股 | -7.9万股-12.14% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 12.08% | 5.75% | $4.24亿 | 66.2万股 | $1.68亿 | 51.3万股 | +14.9万股+29.15% | 加仓 |
 泛林集团LRCX |
| 8.16% | — | $2.86亿 | 66.1万股 | $0 | 0股 | +66.1万股 | 新买入 |
 特斯拉TSLA |
| 6.87% | 1.03% | $2.41亿 | 57.3万股 | $3,015.3万 | 8.1万股 | +49.2万股+606.82% | 加仓 |
 英特尔INTC |
| 4.69% | — | $1.65亿 | 118.0万股 | $0 | 0股 | +118.0万股 | 新买入 |
 台积电TSM |
| 3.26% | 1.54% | $1.15亿 | 24.0万股 | $4,511.6万 | 13.4万股 | +10.7万股+79.78% | 加仓 |
 应用材料AMAT |
| 3.24% | — | $1.14亿 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
 迈威尔MRVL |
| 2.67% | 0.47% | $9,389.5万 | 31.5万股 | $1,379.7万 | 13.9万股 | +17.6万股+126.29% | 加仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 2.37% | — | $8,307.3万 | 154.5万股 | $0 | 0股 | +154.5万股 | 新买入 |
 美光科技MU |
| 1.97% | 1.22% | $6,926.9万 | 6.0万股 | $3,581.4万 | 10.6万股 | -4.6万股-43.39% | 减仓 |
| SSANDISK COMSNDK |
| 1.73% | 2.83% | $6,093.6万 | 2.7万股 | $8,295.6万 | 13.1万股 | -10.4万股-79.47% | 减仓 |
| Q高通QCOM |
| 1.48% | — | $5,195.6万 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.35% | — | $4,756.5万 | 52.5万股 | $0 | 0股 | +52.5万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.13% | — | $3,973.5万 | 71.1万股 | $0 | 0股 | +71.1万股 | 新买入 |
| PPOET TECHNOLOGIESPOET |
| 1.13% | — | $3,968.1万 | 386.0万股 | $0 | 0股 | +386.0万股 | 新买入 |
| WWOLFSPEEDWOLF |
| 0.99% | — | $3,469.8万 | 71.9万股 | $0 | 0股 | +71.9万股 | 新买入 |
 Bloom EnergyBE |
| 0.94% | — | $3,306.0万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 0.85% | — | $2,972.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 RobinhoodHOOD |
| 0.67% | — | $2,348.5万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
| MMKSMKSI |
| 0.53% | — | $1,849.9万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| FFUNDRISE INNOVATION FDVCX |
| 0.42% | 0.91% | $1,489.7万 | 17.2万股 | $2,659.6万 | 20.3万股 | -3.1万股-15.14% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.41% | — | $1,447.5万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| UULTRA CLEANUCTT |
| 0.37% | — | $1,311.4万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| EENTEGRISENTG |
| 0.37% | — | $1,308.1万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| IICHORICHR |
| 0.37% | — | $1,297.8万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| AASTERA LABSALAB |
| 0.28% | 0.12% | $975.7万 | 2.0万股 | $356.3万 | 3.3万股 | -1.2万股-37.87% | 减仓 |
 谷歌AGOOGL |
| 0.08% | 1.72% | $276.6万 | 7,740股 | $5,024.0万 | 17.5万股 | -16.7万股-95.57% | 减仓 |
| PPONY AI INC SPONSORED ADSPONY |
| 0.07% | — | $232.4万 | 33.4万股 | $0 | 0股 | +33.4万股 | 新买入 |
