| S道富SPYM |
| 13.71% | 10.26% | $10.34亿 | 1,176.1万股 | $5.83亿 | 762.0万股 | +414.1万股+54.35% | 加仓 |
 英伟达NVDA |
| 5.23% | 3.31% | $3.95亿 | 197.3万股 | $1.88亿 | 107.8万股 | +89.5万股+82.98% | 加仓 |
| V先锋领航指数基金VOO |
| 5.01% | — | $3.78亿 | 55.0万股 | $0 | 0股 | +55.0万股 | 新买入 |
 AMD超威AMD |
| 4.2% | 14.22% | $3.17亿 | 54.6万股 | $8.08亿 | 397.3万股 | -342.8万股-86.27% | 减仓 |
 特斯拉TSLA |
| 3.98% | 6.79% | $3.00亿 | 71.4万股 | $3.86亿 | 103.8万股 | -32.4万股-31.22% | 减仓 |
 英特尔INTC |
| 3.18% | — | $2.39亿 | 171.5万股 | $0 | 0股 | +171.5万股 | 新买入 |
 苹果AAPL |
| 3.1% | 4.66% | $2.34亿 | 80.7万股 | $2.65亿 | 104.4万股 | -23.7万股-22.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.61% | 6.05% | $1.97亿 | 39.4万股 | $3.44亿 | 71.8万股 | -32.4万股-45.19% | 减仓 |
 亚马逊AMZN |
| 1.98% | 3.75% | $1.49亿 | 62.5万股 | $2.13亿 | 102.4万股 | -39.8万股-38.90% | 减仓 |
 飞塔FTNT |
| 1.7% | 1.04% | $1.28亿 | 83.4万股 | $5,901.4万 | 72.2万股 | +11.2万股+15.49% | 加仓 |
| SSANDISK COMSNDK |
| 1.69% | 0.65% | $1.27亿 | 5.6万股 | $3,712.7万 | 5.8万股 | -2,535股-4.34% | 减仓 |
 高盛GS |
| 1.63% | 2.22% | $1.23亿 | 12.2万股 | $1.26亿 | 14.9万股 | -2.7万股-18.41% | 减仓 |
 微软MSFT |
| 1.5% | — | $1.13亿 | 30.4万股 | $0 | 0股 | +30.4万股 | 新买入 |
 礼来LLY |
| 1.44% | — | $1.08亿 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| C花旗集团C |
| 1.27% | — | $9,561.1万 | 68.3万股 | $0 | 0股 | +68.3万股 | 新买入 |
 应用材料AMAT |
| 1.22% | 1.13% | $9,212.7万 | 12.7万股 | $6,398.6万 | 18.7万股 | -6.0万股-31.94% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.18% | — | $8,914.2万 | 23.6万股 | $0 | 0股 | +23.6万股 | 新买入 |
 ADOBE COMADBE |
| 1.03% | 1.6% | $7,783.6万 | 38.0万股 | $9,118.6万 | 37.5万股 | +4,522股+1.21% | 加仓 |
 帕兰提尔PLTR |
| 1.03% | 1.64% | $7,757.7万 | 66.5万股 | $9,343.0万 | 63.9万股 | +2.6万股+4.11% | 加仓 |
 摩根士丹利MS |
| 0.96% | — | $7,262.1万 | 34.7万股 | $0 | 0股 | +34.7万股 | 新买入 |
 摩根大通JPM |
| 0.94% | 0.11% | $7,113.4万 | 21.7万股 | $612.2万 | 2.1万股 | +19.7万股+944.13% | 加仓 |
 卡特彼勒CAT |
| 0.87% | — | $6,563.0万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 0.65% | 0.88% | $4,885.8万 | 2.9万股 | $5,007.1万 | 2.9万股 | -175股-0.60% | 减仓 |
 QorvoQRVO |
| 0.65% | 0.55% | $4,866.3万 | 52.2万股 | $3,153.7万 | 40.7万股 | +11.4万股+28.05% | 加仓 |
 MONGODB CL AMDB |
| 0.63% | 0.65% | $4,721.4万 | 14.1万股 | $3,698.3万 | 15.1万股 | -1.1万股-6.97% | 减仓 |
 RobinhoodHOOD |
| 0.58% | — | $4,352.7万 | 43.4万股 | $0 | 0股 | +43.4万股 | 新买入 |
 谷歌AGOOGL |
| 0.57% | 0.86% | $4,335.5万 | 12.1万股 | $4,874.2万 | 17.0万股 | -4.8万股-28.43% | 减仓 |
 CrowdStrikeCRWD |
| 0.56% | 0.86% | $4,218.0万 | 5.5万股 | $4,889.0万 | 12.5万股 | -7.0万股-55.86% | 减仓 |
 家得宝HD |
| 0.55% | — | $4,165.8万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 FLUTTER ENTMTFLUT |
| 0.55% | 0.02% | $4,128.5万 | 40.4万股 | $88.3万 | 8,667股 | +39.6万股+4,563.40% | 加仓 |
| TTERADYNETER |
| 0.53% | — | $3,974.0万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.52% | 0.81% | $3,958.3万 | 8.8万股 | $4,581.6万 | 8.8万股 | +121股+0.14% | 加仓 |
 博通AVGO |
| 0.51% | 4.39% | $3,815.6万 | 10.1万股 | $2.50亿 | 80.6万股 | -70.5万股-87.47% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.5% | 0.55% | $3,807.4万 | 26.6万股 | $3,146.0万 | 24.9万股 | +1.7万股+6.80% | 加仓 |
 嘉信理财SCHW |
| 0.49% | — | $3,717.9万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
 Meta平台META |
| 0.48% | 0.43% | $3,586.0万 | 6.4万股 | $2,453.1万 | 4.3万股 | +2.1万股+48.48% | 加仓 |
 LumentumLITE |
| 0.47% | 0.48% | $3,580.5万 | 4.2万股 | $2,756.6万 | 3.9万股 | +2,503股+6.38% | 加仓 |
 德州仪器TXN |
| 0.46% | — | $3,470.2万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.46% | — | $3,433.0万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 直觉外科ISRG |
| 0.44% | 0.66% | $3,311.8万 | 8.3万股 | $3,754.5万 | 8.1万股 | +1,835股+2.25% | 加仓 |
 ChipotleCMG |
| 0.42% | — | $3,163.3万 | 93.0万股 | $0 | 0股 | +93.0万股 | 新买入 |
| AAPPLOVINAPP |
| 0.41% | 0.38% | $3,101.2万 | 6.0万股 | $2,169.1万 | 5.4万股 | +5,692股+10.44% | 加仓 |
 联合健康UNH |
| 0.41% | 0.56% | $3,076.4万 | 7.4万股 | $3,189.3万 | 11.8万股 | -4.4万股-37.20% | 减仓 |
| AASTERA LABSALAB |
| 0.41% | 0.25% | $3,070.4万 | 6.4万股 | $1,436.5万 | 13.1万股 | -6.8万股-51.50% | 减仓 |
 MCKESSON COMMCK |
| 0.41% | 0.25% | $3,056.3万 | 4.0万股 | $1,444.8万 | 1.7万股 | +2.4万股+142.26% | 加仓 |
 优步UBER |
| 0.39% | 0.88% | $2,910.9万 | 40.3万股 | $4,975.1万 | 69.2万股 | -28.8万股-41.68% | 减仓 |
 欧特克ADSK |
| 0.38% | 1.05% | $2,839.7万 | 14.6万股 | $5,966.1万 | 24.9万股 | -10.3万股-41.39% | 减仓 |
| DDOORDASHDASH |
| 0.37% | 0.51% | $2,780.6万 | 15.1万股 | $2,919.7万 | 19.4万股 | -4.4万股-22.51% | 减仓 |
 科磊KLAC |
| 0.37% | — | $2,775.4万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.34% | — | $2,530.6万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
