 西部数据WDC |
| 28.97% | — | $1,373.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 甲骨文ORCL |
| 15.94% | — | $755.6万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 美光科技MU |
| 11.17% | 19.07% | $529.5万 | 4,587股 | $1,131.8万 | 3.4万股 | -2.9万股-86.31% | 减仓 |
 RobinhoodHOOD |
| 10.87% | — | $515.2万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 8.28% | 1.43% | $392.6万 | 2.7万股 | $84.7万 | 1.0万股 | +1.6万股+164.63% | 加仓 |
 IRENIREN |
| 5.16% | — | $244.7万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 LumentumLITE |
| 4.25% | 3.55% | $201.6万 | 2,350股 | $210.8万 | 3,000股 | -650股-21.67% | 减仓 |
 相干公司COHR |
| 4.16% | 15.19% | $197.2万 | 5,000股 | $901.6万 | 3.8万股 | -3.3万股-86.79% | 减仓 |
 希捷STX |
| 2.83% | — | $134.1万 | 1,390股 | $0 | 0股 | +1,390股 | 新买入 |
 迈威尔MRVL |
| 2.19% | — | $103.8万 | 3,485股 | $0 | 0股 | +3,485股 | 新买入 |
 ServiceNowNOW |
| 1.68% | — | $79.4万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
| SSpaceXSPCX |
| 1.62% | — | $76.9万 | 4,500股 | $0 | 0股 | +4,500股 | 新买入 |
 VistraVST |
| 0.84% | — | $39.7万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| 0.82% | — | $38.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 亚马逊AMZN |
| 0.63% | 16.84% | $29.8万 | 1,250股 | $999.0万 | 4.8万股 | -4.7万股-97.39% | 减仓 |
 Meta平台META |
| 0.6% | 21.32% | $28.6万 | 507股 | $1,264.8万 | 2.2万股 | -2.2万股-97.71% | 减仓 |
