| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 22.18% | — | $7,368.7万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 10.64% | — | $3,534.7万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 7.66% | — | $2,544.9万 | 104.0万股 | $0 | 0股 | +104.0万股 | 新买入 |
 AMD超威AMD |
| 5.87% | 3.51% | $1,951.5万 | 3.4万股 | $1,159.8万 | 5.7万股 | -2.3万股-41.07% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 5.45% | — | $1,812.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 希捷STX |
| 4.9% | — | $1,628.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 4.24% | — | $1,407.5万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 应用材料AMAT |
| 4.22% | 1.23% | $1,403.3万 | 1.9万股 | $406.0万 | 1.2万股 | +7,530股+63.38% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 4.04% | — | $1,342.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 3.91% | 2% | $1,297.4万 | 17.3万股 | $662.5万 | 19.2万股 | -1.9万股-9.65% | 减仓 |
| UUnityU |
| 3.32% | 4.64% | $1,104.3万 | 38.6万股 | $1,535.5万 | 70.0万股 | -31.3万股-44.79% | 减仓 |
 美光科技MU |
| 3.02% | — | $1,002.3万 | 8,683股 | $0 | 0股 | +8,683股 | 新买入 |
| UUpstart Holdings INC CORP COMMONUPST |
| 3% | — | $997.8万 | 28.2万股 | $0 | 0股 | +28.2万股 | 新买入 |
| IiShares安硕EWZ |
| 2.86% | — | $948.8万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 2.24% | — | $743.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 阿斯麦ASML |
| 2.01% | — | $666.5万 | 3,350股 | $0 | 0股 | +3,350股 | 新买入 |
| AASTERA LABSALAB |
| 1.93% | — | $642.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 1.87% | — | $622.8万 | 46.9万股 | $0 | 0股 | +46.9万股 | 新买入 |
 英特尔INTC |
| 1.47% | — | $487.6万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 AERCAP SHSAER |
| 1.19% | — | $396.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 阿里巴巴BABA |
| 1.16% | — | $384.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 PinterestPINS |
| 1.11% | — | $368.0万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.86% | — | $286.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 DraftKingsDKNG |
| 0.84% | — | $277.9万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
