 Meta平台META |
| 19.13% | 10.61% | $5.89亿 | 104.6万股 | $2.00亿 | 69.8万股 | +34.8万股+49.84% | 加仓 |
 迈威尔MRVL |
| 18.39% | — | $5.66亿 | 190.1万股 | $0 | 0股 | +190.1万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 9.62% | 6.08% | $2.96亿 | 68.7万股 | $1.14亿 | 69.7万股 | -1.1万股-1.54% | 减仓 |
| IiShares安硕信托IVV |
| 6.7% | 2.01% | $2.06亿 | 27.6万股 | $3,788.6万 | 5.8万股 | +21.8万股+375.37% | 加仓 |
 微软MSFT |
| 6.48% | 10.48% | $1.99亿 | 53.5万股 | $1.97亿 | 106.6万股 | -53.1万股-49.82% | 减仓 |
 PALO ALTOPANW |
| 6.31% | 0.02% | $1.94亿 | 57.0万股 | $37.9万 | 2,367股 | +56.8万股+23,985.55% | 加仓 |
 雅培ABT |
| 4.68% | — | $1.44亿 | 158.8万股 | $0 | 0股 | +158.8万股 | 新买入 |
 HalozymeHALO |
| 2.12% | — | $6,531.6万 | 83.5万股 | $0 | 0股 | +83.5万股 | 新买入 |
| TTyler科技TYL |
| 1.86% | — | $5,740.9万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
| MMKSMKSI |
| 1.63% | 2.14% | $5,030.2万 | 11.3万股 | $4,021.7万 | 17.5万股 | -6.2万股-35.38% | 减仓 |
| N新纪元能源NEE |
| 1.48% | — | $4,544.0万 | 51.8万股 | $0 | 0股 | +51.8万股 | 新买入 |
 西部数据WDC |
| 1.46% | — | $4,492.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.45% | — | $4,461.0万 | 44.8万股 | $0 | 0股 | +44.8万股 | 新买入 |
 HA SUSTAINABLE INFRA REIHASI |
| 1.14% | 1.76% | $3,514.5万 | 90.0万股 | $3,307.5万 | 90.0万股 | 00.00% | 持仓不变 |
| GGRANITE CONSTRSPHB |
| 1.03% | 1.27% | $3,161.7万 | 20.0万股 | $2,397.7万 | 20.0万股 | +3股+0.00% | 加仓 |
 鲍尔公司BALL |
| 1.01% | 1.57% | $3,108.8万 | 49.8万股 | $2,955.5万 | 50.0万股 | -1,800股-0.36% | 减仓 |
 波音BA |
| 1.01% | — | $3,107.6万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 0.9% | — | $2,762.3万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 PAYPAL COMPYPL |
| 0.87% | 1.66% | $2,680.4万 | 62.1万股 | $3,117.1万 | 68.9万股 | -6.8万股-9.93% | 减仓 |
 WESCO INTLWCC |
| 0.86% | — | $2,637.2万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.83% | — | $2,569.7万 | 33.0万股 | $0 | 0股 | +33.0万股 | 新买入 |
 AMD超威AMD |
| 0.79% | 0.6% | $2,420.4万 | 4.2万股 | $1,139.0万 | 5.6万股 | -1.4万股-25.58% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.59% | — | $1,830.6万 | 32.8万股 | $0 | 0股 | +32.8万股 | 新买入 |
 亚马逊AMZN |
| 0.59% | 0.02% | $1,825.4万 | 7.7万股 | $32.4万 | 4,389股 | +7.2万股+1,647.51% | 加仓 |
 新思科技SNPS |
| 0.48% | — | $1,490.2万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 英伟达NVDA |
| 0.47% | 1.26% | $1,448.3万 | 7.2万股 | $2,377.2万 | 6.8万股 | +4,574股+6.74% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.44% | 0.37% | $1,360.8万 | 9.5万股 | $696.9万 | 5.5万股 | +4.0万股+72.32% | 加仓 |
 COINBASE GLOBALCOIN |
| 0.42% | 0.83% | $1,300.8万 | 8.9万股 | $1,554.0万 | 8.9万股 | -23股-0.03% | 减仓 |
 CROCSCROX |
| 0.4% | 0.34% | $1,238.9万 | 10.3万股 | $633.1万 | 7.6万股 | +2.6万股+34.66% | 加仓 |
 IRENIREN |
| 0.38% | — | $1,179.6万 | 25.8万股 | $0 | 0股 | +25.8万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 0.38% | — | $1,179.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| CCRESCENT ENERGYCRGY |
| 0.35% | — | $1,084.8万 | 110.5万股 | $0 | 0股 | +110.5万股 | 新买入 |
 Arm控股ARM |
| 0.32% | 0.25% | $981.6万 | 2.8万股 | $478.9万 | 3.2万股 | -3,970股-12.54% | 减仓 |
 HEALTHCARE RLTY TRHR |
| 0.32% | — | $976.5万 | 48.4万股 | $0 | 0股 | +48.4万股 | 新买入 |
| VVOYAGER TECHNOLOGIESVOYG |
| 0.3% | — | $925.3万 | 28.7万股 | $0 | 0股 | +28.7万股 | 新买入 |
 RANGE RESRRC |
| 0.3% | 0.34% | $909.6万 | 24.5万股 | $635.1万 | 14.1万股 | +10.4万股+73.99% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.3% | 0.42% | $908.8万 | 9.3万股 | $800.1万 | 6.7万股 | +2.6万股+38.78% | 加仓 |
| AAPTIVAPTV |
| 0.27% | — | $835.1万 | 13.6万股 | $0 | 0股 | +13.6万股 | 新买入 |
| IiShares白银信托SLV |
| 0.25% | 0.11% | $766.2万 | 14.3万股 | $200.6万 | 2.9万股 | +11.4万股+386.82% | 加仓 |
 WorkdayWDAY |
| 0.23% | — | $718.2万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 L3哈里斯LHX |
| 0.22% | — | $683.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 Citizens金融CFG |
| 0.22% | — | $672.0万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| B巴里克黄金GOLD |
| 0.21% | 0.02% | $660.4万 | 18.0万股 | $41.3万 | 1.0万股 | +17.0万股+1,676.83% | 加仓 |
 瑞银UBS |
| 0.21% | — | $643.9万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 家得宝HD |
| 0.19% | 0.21% | $588.6万 | 1.7万股 | $395.0万 | 1.2万股 | +4,677股+38.94% | 加仓 |
| BBRIGHTSTAR LOTTERYBRSL |
| 0.19% | 0.17% | $581.8万 | 54.3万股 | $315.4万 | 24.8万股 | +29.5万股+119.22% | 加仓 |
| AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT |
| 0.18% | 0.2% | $565.8万 | 40.0万股 | $374.6万 | 2.1万股 | +37.9万股+1,804.95% | 加仓 |
| NNEWAMSTERDAM PHARMANAMS |
| 0.17% | 0.09% | $510.2万 | 15.1万股 | $167.2万 | 5.2万股 | +9.8万股+188.24% | 加仓 |
 通用汽车GM |
| 0.16% | 0.44% | $490.8万 | 6.4万股 | $823.4万 | 11.1万股 | -4.7万股-42.39% | 减仓 |
| LLIBERTY ENERGYLBRT |
| 0.16% | — | $485.9万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
