 英伟达NVDA |
| 20.72% | 7.41% | $18.26亿 | 1,503.4万股 | $33.17亿 | 2,731.2万股 | -1,227.8万股-44.96% | 减仓 |
 苹果AAPL |
| 5.15% | 3.74% | $4.54亿 | 194.6万股 | $16.76亿 | 719.2万股 | -524.6万股-72.94% | 减仓 |
 博通AVGO |
| 3.71% | 1.95% | $3.27亿 | 189.8万股 | $8.73亿 | 506.0万股 | -316.2万股-62.49% | 减仓 |
 阿里巴巴BABA |
| 2.31% | 1.44% | $2.04亿 | 191.9万股 | $6.45亿 | 607.8万股 | -415.9万股-68.43% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 2.08% | 0.97% | $1.83亿 | 135.8万股 | $4.34亿 | 321.6万股 | -185.8万股-57.79% | 减仓 |
| IiShares安硕信托TLT |
| 2.05% | 0.58% | $1.81亿 | 184.1万股 | $2.58亿 | 262.8万股 | -78.7万股-29.93% | 减仓 |
 帕兰提尔PLTR |
| 1.86% | 0.6% | $1.64亿 | 215.5万股 | $2.70亿 | 726.7万股 | -511.2万股-70.35% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.08% | 1.01% | $9,536.2万 | 96.5万股 | $4.54亿 | 459.1万股 | -362.6万股-78.98% | 减仓 |
| B百度BIDU |
| 0.95% | 0.55% | $8,407.4万 | 79.9万股 | $2.48亿 | 235.7万股 | -155.9万股-66.13% | 减仓 |
 甲骨文ORCL |
| 0.93% | 0.79% | $8,192.8万 | 48.1万股 | $3.52亿 | 206.3万股 | -158.2万股-76.70% | 减仓 |
 台积电TSM |
| 0.85% | 1.9% | $7,490.3万 | 43.1万股 | $8.51亿 | 490.1万股 | -447.0万股-91.20% | 减仓 |
 亚马逊AMZN |
| 0.75% | 1.2% | $6,617.4万 | 35.5万股 | $5.36亿 | 287.7万股 | -252.1万股-87.65% | 减仓 |
 ShopifySHOP |
| 0.71% | 0.26% | $6,297.4万 | 78.6万股 | $1.16亿 | 144.2万股 | -65.6万股-45.51% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.71% | 0.14% | $6,245.6万 | 70.0万股 | $6,245.6万 | 70.0万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.69% | 0.31% | $6,091.3万 | 22.5万股 | $1.39亿 | 51.2万股 | -28.8万股-56.15% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.69% | 0.14% | $6,058.0万 | 51.0万股 | $6,058.0万 | 51.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.68% | 0.21% | $6,005.4万 | 74.4万股 | $9,182.9万 | 113.7万股 | -39.4万股-34.60% | 减仓 |
 Arm控股ARM |
| 0.66% | 1.1% | $5,817.6万 | 40.7万股 | $4.91亿 | 343.3万股 | -302.6万股-88.15% | 减仓 |
 迈威尔MRVL |
| 0.63% | 0.44% | $5,590.0万 | 77.5万股 | $1.96亿 | 272.2万股 | -194.7万股-71.53% | 减仓 |
 超微电脑SMCI |
| 0.62% | 1.11% | $5,448.3万 | 13.1万股 | $4.95亿 | 118.9万股 | -105.8万股-88.99% | 减仓 |
| IiShares白银信托SLV |
| 0.61% | 0.4% | $5,383.7万 | 189.5万股 | $1.80亿 | 635.2万股 | -445.7万股-70.17% | 减仓 |
 VertivVRT |
| 0.61% | 0.31% | $5,356.5万 | 53.8万股 | $1.39亿 | 140.0万股 | -86.1万股-61.53% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.6% | 0.27% | $5,320.6万 | 21.3万股 | $1.22亿 | 48.7万股 | -27.4万股-56.21% | 减仓 |
| AABERCROMBIE & FITCHANF |
| 0.58% | 0.13% | $5,142.7万 | 36.8万股 | $5,784.9万 | 41.4万股 | -4.6万股-11.10% | 减仓 |
 ADOBE COMADBE |
| 0.57% | 0.93% | $5,035.7万 | 9.7万股 | $4.17亿 | 80.5万股 | -70.7万股-87.91% | 减仓 |
| AAPPLOVINAPP |
| 0.57% | 0.49% | $5,015.5万 | 15.5万股 | $2.21亿 | 169.6万股 | -154.2万股-90.87% | 减仓 |
 自由港麦克莫兰FCX |
| 0.56% | 0.36% | $4,972.5万 | 99.6万股 | $1.61亿 | 322.3万股 | -222.7万股-69.10% | 减仓 |
 The Trade DeskTTD |
| 0.54% | 0.24% | $4,750.0万 | 43.3万股 | $1.06亿 | 97.1万股 | -53.8万股-55.39% | 减仓 |
| DDOORDASHDASH |
| 0.53% | 0.14% | $4,698.7万 | 32.9万股 | $6,414.3万 | 44.9万股 | -12.0万股-26.75% | 减仓 |
 ROKU COM CL AROKU |
| 0.53% | 0.33% | $4,664.0万 | 62.5万股 | $1.49亿 | 199.8万股 | -137.3万股-68.74% | 减仓 |
 永利度假村WYNN |
| 0.52% | 0.38% | $4,608.0万 | 48.1万股 | $1.69亿 | 176.5万股 | -128.5万股-72.77% | 减仓 |
 微软MSFT |
| 0.5% | 1.09% | $4,430.5万 | 10.3万股 | $4.90亿 | 113.8万股 | -103.5万股-90.95% | 减仓 |
 嘉信理财SCHW |
| 0.5% | 0.12% | $4,410.3万 | 68.1万股 | $5,177.7万 | 79.9万股 | -11.8万股-14.82% | 减仓 |
| IINSIGHT ACQUISITION CORP |
| 0.48% | <0.01% | $4,205.0万 | 118.8万股 | $4.2万 | 118.8万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.48% | 0.35% | $4,196.1万 | 19.0万股 | $1.56亿 | 70.6万股 | -51.6万股-73.11% | 减仓 |
 波音BA |
| 0.42% | 0.5% | $3,733.4万 | 24.6万股 | $2.24亿 | 147.2万股 | -122.6万股-83.32% | 减仓 |
| CCARVANA CL ACVNA |
| 0.42% | 0.25% | $3,726.0万 | 21.4万股 | $1.10亿 | 63.1万股 | -41.7万股-66.09% | 减仓 |
 ChipotleCMG |
| 0.42% | 0.31% | $3,721.2万 | 64.6万股 | $1.41亿 | 244.2万股 | -179.6万股-73.55% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.41% | 0.26% | $3,611.9万 | 38.3万股 | $1.15亿 | 121.6万股 | -83.3万股-68.50% | 减仓 |
 黑石集团BX |
| 0.41% | 0.28% | $3,581.7万 | 23.4万股 | $1.26亿 | 82.4万股 | -59.1万股-71.63% | 减仓 |
 优步UBER |
| 0.4% | 0.19% | $3,518.2万 | 46.8万股 | $8,346.5万 | 111.1万股 | -64.2万股-57.85% | 减仓 |
| CCAVACAVA |
| 0.39% | 0.18% | $3,420.7万 | 27.6万股 | $8,067.6万 | 65.1万股 | -37.5万股-57.60% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.39% | 0.66% | $3,414.4万 | 28.8万股 | $2.97亿 | 250.4万股 | -221.6万股-88.50% | 减仓 |
 飞塔FTNT |
| 0.39% | 0.19% | $3,407.5万 | 43.9万股 | $8,443.6万 | 108.9万股 | -64.9万股-59.64% | 减仓 |
 谷歌AGOOGL |
| 0.39% | 1.12% | $3,399.2万 | 20.5万股 | $5.02亿 | 302.8万股 | -282.3万股-93.23% | 减仓 |
 美光科技MU |
| 0.38% | 0.99% | $3,342.3万 | 32.2万股 | $4.45亿 | 429.0万股 | -396.8万股-92.49% | 减仓 |
 西方石油OXY |
| 0.37% | 0.23% | $3,239.5万 | 62.9万股 | $1.02亿 | 198.4万股 | -135.6万股-68.32% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.36% | 0.22% | $3,195.2万 | 8.7万股 | $9,714.5万 | 26.4万股 | -17.7万股-67.11% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.34% | 0.17% | $2,960.0万 | 12.9万股 | $7,648.5万 | 33.2万股 | -20.4万股-61.30% | 减仓 |
| BBEST BUYBBY |
| 0.33% | 0.18% | $2,951.3万 | 28.6万股 | $8,238.2万 | 79.8万股 | -51.2万股-64.18% | 减仓 |
