| IiShares安硕信托IVV |
| 12.05% | 13.21% | $3,633.0万 | 4.9万股 | $2,904.9万 | 4.4万股 | +4,041股+9.09% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 5.76% | 12.99% | $1,738.2万 | 22.8万股 | $2,855.3万 | 27.9万股 | -5.2万股-18.45% | 减仓 |
 英伟达NVDA |
| 5.08% | 5.15% | $1,532.3万 | 7.7万股 | $1,132.8万 | 6.5万股 | +1.2万股+17.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.49% | 4.98% | $1,354.0万 | 1.8万股 | $1,094.3万 | 1.7万股 | +1,304股+7.75% | 加仓 |
 苹果AAPL |
| 3.67% | 3.26% | $1,105.7万 | 3.8万股 | $717.5万 | 2.8万股 | +9,940股+35.16% | 加仓 |
 美光科技MU |
| 3.6% | 1.09% | $1,086.1万 | 9,409股 | $240.4万 | 7,115股 | +2,294股+32.24% | 加仓 |
 AMD超威AMD |
| 2.55% | 0.79% | $770.4万 | 1.3万股 | $173.9万 | 8,547股 | +4,715股+55.17% | 加仓 |
 微软MSFT |
| 2.54% | 2.74% | $765.3万 | 2.1万股 | $601.9万 | 1.6万股 | +4,256股+26.17% | 加仓 |
 亚马逊AMZN |
| 2.47% | 2.08% | $745.9万 | 3.1万股 | $456.9万 | 2.2万股 | +9,358股+42.66% | 加仓 |
 博通AVGO |
| 2.07% | 1.92% | $623.5万 | 1.7万股 | $422.6万 | 1.4万股 | +2,851股+20.88% | 加仓 |
 谷歌AGOOGL |
| 1.9% | 1.5% | $573.2万 | 1.6万股 | $329.9万 | 1.1万股 | +4,565股+39.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.89% | 1.6% | $570.8万 | 1.6万股 | $351.7万 | 1.2万股 | +3,895股+31.77% | 加仓 |
| YYUM CHINAYUMC |
| 1.78% | 3.1% | $537.2万 | 13.2万股 | $681.8万 | 13.9万股 | -6,876股-4.96% | 减仓 |
 应用材料AMAT |
| 1.63% | 0.52% | $490.4万 | 6,783股 | $115.0万 | 3,364股 | +3,419股+101.63% | 加仓 |
 泛林集团LRCX |
| 1.63% | 0.55% | $490.1万 | 1.1万股 | $120.8万 | 5,652股 | +5,659股+100.12% | 加仓 |
 Meta平台META |
| 1.6% | 1.7% | $482.7万 | 8,570股 | $374.7万 | 6,550股 | +2,020股+30.84% | 加仓 |
 英特尔INTC |
| 1.53% | 0.53% | $460.8万 | 3.3万股 | $116.2万 | 2.6万股 | +6,674股+25.35% | 加仓 |
 台积电TSM |
| 1.47% | 1.25% | $443.5万 | 9,286股 | $273.9万 | 8,105股 | +1,181股+14.57% | 加仓 |
 特斯拉TSLA |
| 1.46% | 1.11% | $441.3万 | 1.0万股 | $245.1万 | 6,593股 | +3,899股+59.14% | 加仓 |
| SSANDISK COMSNDK |
| 1.22% | 0.28% | $369.3万 | 1,624股 | $61.1万 | 962股 | +662股+68.81% | 加仓 |
 科磊KLAC |
| 1.21% | 0.31% | $365.8万 | 1.2万股 | $68.2万 | 463股 | +1.2万股+2,518.79% | 加仓 |
 纽蒙特NEM |
| 1.03% | 2% | $309.2万 | 3.3万股 | $438.8万 | 4.1万股 | -7,430股-18.33% | 减仓 |
 沃尔玛WMT |
| 1.03% | 0.99% | $309.1万 | 2.7万股 | $218.2万 | 1.8万股 | +9,734股+55.45% | 加仓 |
 H WORLDHTHT |
| 1.01% | 1.79% | $304.4万 | 7.3万股 | $393.1万 | 7.8万股 | -5,206股-6.66% | 减仓 |
 思科CSCO |
| 0.92% | 0.55% | $278.7万 | 2.4万股 | $121.5万 | 1.6万股 | +8,063股+51.48% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.89% | 0.8% | $268.6万 | 8,865股 | $175.0万 | 7,365股 | +1,500股+20.37% | 加仓 |
 阿斯麦ASML |
| 0.88% | 0.4% | $266.4万 | 1,339股 | $87.8万 | 665股 | +674股+101.35% | 加仓 |
 好市多COST |
| 0.84% | 0.83% | $253.9万 | 2,714股 | $182.6万 | 1,833股 | +881股+48.06% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.78% | 1.62% | $234.0万 | 1.5万股 | $357.0万 | 1.8万股 | -2,505股-14.24% | 减仓 |
 FULL TRUCK ALLIANCEYMM |
| 0.75% | — | $224.7万 | 27.7万股 | $0 | 0股 | +27.7万股 | 新买入 |
 PALO ALTOPANW |
| 0.67% | 0.21% | $201.3万 | 5,903股 | $46.2万 | 2,880股 | +3,023股+104.97% | 加仓 |
 西部数据WDC |
| 0.66% | 0.2% | $198.8万 | 3,112股 | $44.8万 | 1,656股 | +1,456股+87.92% | 加仓 |
 帕兰提尔PLTR |
| 0.63% | 0.82% | $190.5万 | 1.6万股 | $179.3万 | 1.2万股 | +4,074股+33.24% | 加仓 |
 腾讯音乐TME |
| 0.63% | 0.94% | $189.4万 | 22.7万股 | $207.7万 | 22.4万股 | +2,942股+1.31% | 加仓 |
| KKANZHUN LIMITEDBZ |
| 0.62% | 0.9% | $187.3万 | 14.6万股 | $196.8万 | 14.7万股 | -1,493股-1.02% | 减仓 |
 NETFLIXNFLX |
| 0.61% | 0.78% | $184.6万 | 2.6万股 | $171.4万 | 1.8万股 | +8,028股+45.02% | 加仓 |
| B巴里克黄金GOLD |
| 0.61% | 1.09% | $183.9万 | 5.0万股 | $238.8万 | 5.8万股 | -8,383股-14.35% | 减仓 |
 希捷STX |
| 0.58% | 0.14% | $175.1万 | 1,814股 | $30.0万 | 766股 | +1,048股+136.81% | 加仓 |
 GE VernovaGEV |
| 0.53% | 0.3% | $160.0万 | 1,362股 | $66.9万 | 766股 | +596股+77.81% | 加仓 |
| ZZHIHUZH |
| 0.53% | 0.86% | $159.0万 | 50.8万股 | $188.8万 | 66.5万股 | -15.7万股-23.57% | 减仓 |
 德州仪器TXN |
| 0.51% | 0.28% | $153.2万 | 5,139股 | $62.5万 | 3,220股 | +1,919股+59.60% | 加仓 |
 迈威尔MRVL |
| 0.49% | 0.24% | $147.5万 | 4,950股 | $52.6万 | 5,307股 | -357股-6.73% | 减仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.48% | 0.87% | $144.3万 | 10.9万股 | $191.3万 | 12.2万股 | -1.3万股-10.54% | 减仓 |
 林德LIN |
| 0.45% | 0.37% | $135.0万 | 2,602股 | $81.3万 | 1,639股 | +963股+58.76% | 加仓 |
 CrowdStrikeCRWD |
| 0.43% | 0.16% | $131.0万 | 1,716股 | $34.9万 | 895股 | +821股+91.73% | 加仓 |
| SSOHU COMSOHU |
| 0.42% | 0.84% | $126.7万 | 10.5万股 | $185.3万 | 12.0万股 | -1.5万股-12.85% | 减仓 |
| TTAL EDTAL |
| 0.42% | 0.84% | $126.1万 | 13.2万股 | $184.9万 | 16.3万股 | -3.1万股-18.93% | 减仓 |
 盎格鲁黄金AU |
| 0.41% | 0.79% | $122.8万 | 1.5万股 | $172.8万 | 1.8万股 | -2,564股-14.45% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.41% | 0.31% | $122.3万 | 3,080股 | $68.0万 | 2,137股 | +943股+44.13% | 加仓 |
 AMGEN COMAMGN |
| 0.38% | 0.31% | $113.2万 | 3,127股 | $68.4万 | 1,945股 | +1,182股+60.77% | 加仓 |
