| SSPDR标普500 ETFSPY |
| 17.76% | — | $5,787.5万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 13.35% | — | $4,350.5万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 6.02% | 10.33% | $1,961.9万 | 4.3万股 | $2,072.1万 | 4.3万股 | 00.00% | 持仓不变 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 5% | 8.11% | $1,627.8万 | 8.1万股 | $1,625.7万 | 8.1万股 | +239股+0.30% | 加仓 |
 微软MSFT |
| 4.83% | 9.94% | $1,573.7万 | 4.2万股 | $1,992.4万 | 5.4万股 | -1.2万股-21.62% | 减仓 |
 NETFLIXNFLX |
| 4.77% | 6.64% | $1,554.2万 | 21.8万股 | $1,330.5万 | 13.8万股 | +7.9万股+57.31% | 加仓 |
| AAPI COM STKAPG |
| 4.67% | 7.44% | $1,521.0万 | 35.9万股 | $1,491.7万 | 36.8万股 | -9,000股-2.44% | 减仓 |
 Meta平台META |
| 3.63% | — | $1,184.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| GGENIUS SPORTS LIMITEDGENI |
| 3.6% | 4.5% | $1,173.3万 | 193.6万股 | $902.0万 | 203.6万股 | -10.0万股-4.91% | 减仓 |
 CAECAE |
| 3.43% | 9.91% | $1,119.0万 | 44.7万股 | $1,986.9万 | 76.3万股 | -31.6万股-41.45% | 减仓 |
 NELNETNNI |
| 3.4% | 6.46% | $1,107.3万 | 8.3万股 | $1,295.8万 | 10.0万股 | -1.7万股-17.34% | 减仓 |
 AXON ENTERPRISEAXON |
| 3.34% | — | $1,087.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 3.28% | 6.83% | $1,070.4万 | 6,306股 | $1,369.6万 | 7,921股 | -1,615股-20.39% | 减仓 |
 ShopifySHOP |
| 3.13% | — | $1,021.1万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 3.07% | 1.16% | $999.4万 | 4.2万股 | $233.0万 | 9,990股 | +3.2万股+321.51% | 加仓 |
| FFLEXFLEX |
| 2.67% | — | $871.6万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.3% | — | $749.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 ServiceNowNOW |
| 2.14% | — | $698.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 DatadogDDOG |
| 2.04% | — | $664.6万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| QQXOQXO |
| 2.03% | 6.06% | $661.2万 | 38.3万股 | $1,215.2万 | 62.6万股 | -24.3万股-38.85% | 减仓 |
 标普全球SPGI |
| 1.99% | — | $647.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 帕兰提尔PLTR |
| 1.35% | 3.63% | $439.2万 | 3.8万股 | $728.9万 | 5.0万股 | -1.2万股-24.46% | 减仓 |
 GEOPARK USD SHSGPRK |
| 1.27% | 1.61% | $413.8万 | 45.5万股 | $322.2万 | 33.9万股 | +11.6万股+34.06% | 加仓 |
| IiShares安硕·MSCI MEXICO ETFEWW |
| 0.93% | — | $302.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
