| V先锋领航指数基金VOO |
| 14.17% | 2.52% | $6,999.7万 | 9.5万股 | $1,154.4万 | 2.0万股 | +7.5万股+375.27% | 加仓 |
 谷歌AGOOGL |
| 6.78% | 5% | $3,352.1万 | 9.4万股 | $2,290.4万 | 8.0万股 | +1.4万股+17.77% | 加仓 |
 微软MSFT |
| 6.38% | 3.72% | $3,152.8万 | 8.5万股 | $1,702.0万 | 4.6万股 | +3.9万股+83.82% | 加仓 |
 亚马逊AMZN |
| 6.25% | 8.76% | $3,089.4万 | 13.0万股 | $4,009.3万 | 19.3万股 | -6.3万股-32.67% | 减仓 |
 Meta平台META |
| 5.2% | 9.24% | $2,567.4万 | 4.6万股 | $4,230.9万 | 7.4万股 | -2.8万股-38.37% | 减仓 |
 博通AVGO |
| 3.7% | 1.73% | $1,830.3万 | 4.8万股 | $792.3万 | 2.6万股 | +2.3万股+89.27% | 加仓 |
| AAPPLOVINAPP |
| 3.27% | 2.39% | $1,617.0万 | 3.1万股 | $1,094.5万 | 2.8万股 | +3,884股+14.12% | 加仓 |
 英伟达NVDA |
| 3% | 5.29% | $1,480.5万 | 7.4万股 | $2,420.5万 | 13.9万股 | -6.5万股-46.69% | 减仓 |
 苹果AAPL |
| 2.84% | 1.27% | $1,403.4万 | 4.9万股 | $581.2万 | 2.3万股 | +2.6万股+111.79% | 加仓 |
 美光科技MU |
| 2.69% | 0.18% | $1,327.4万 | 1.2万股 | $84.5万 | 2,500股 | +9,000股+360.00% | 加仓 |
 台积电TSM |
| 2.31% | 4.29% | $1,143.2万 | 2.4万股 | $1,961.8万 | 5.8万股 | -3.4万股-58.76% | 减仓 |
 应用材料AMAT |
| 2.3% | — | $1,135.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 阿里巴巴BABA |
| 2.1% | 3.96% | $1,035.6万 | 10.8万股 | $1,813.2万 | 14.5万股 | -3.7万股-25.34% | 减仓 |
 NEBIUS N.VNBIS |
| 1.77% | — | $875.5万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.62% | — | $798.3万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
 HESAIHSAI |
| 1.59% | 1.03% | $785.2万 | 43.1万股 | $469.4万 | 24.6万股 | +18.5万股+75.55% | 加仓 |
 ServiceNowNOW |
| 1.58% | — | $779.3万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 AMD超威AMD |
| 1.53% | — | $755.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| UUpstart Holdings INC CORP COMMONUPST |
| 1.39% | 1.08% | $685.2万 | 19.3万股 | $496.1万 | 19.3万股 | 00.00% | 持仓不变 |
 HubSpotHUBS |
| 1.39% | 0.38% | $684.4万 | 3.8万股 | $173.3万 | 7,100股 | +3.0万股+428.17% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.3% | — | $644.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| DDOORDASHDASH |
| 1.24% | — | $612.6万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 BOOKING COMBKNG |
| 1.15% | 0.21% | $570.4万 | 3.2万股 | $97.7万 | 232股 | +3.2万股+13,693.10% | 加仓 |
 NETFLIXNFLX |
| 1.12% | 1.12% | $554.8万 | 7.8万股 | $510.9万 | 5.3万股 | +2.5万股+46.22% | 加仓 |
| GGDSGDS |
| 1.11% | 1.17% | $549.5万 | 18.3万股 | $535.9万 | 13.3万股 | +5.0万股+37.59% | 加仓 |
 赛富时CRM |
| 1.11% | 1.33% | $548.3万 | 3.5万股 | $610.6万 | 3.3万股 | +2,290股+7.00% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.02% | 0.32% | $502.4万 | 2,960股 | $147.7万 | 854股 | +2,106股+246.60% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.01% | — | $497.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.96% | 17.26% | $473.5万 | 4.7万股 | $7,899.8万 | 78.5万股 | -73.8万股-94.01% | 减仓 |
 史赛克SYK |
| 0.8% | — | $396.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| CCARIS LIFE SCIENCES INC COMCAI |
| 0.76% | — | $375.4万 | 21.1万股 | $0 | 0股 | +21.1万股 | 新买入 |
 POOLPOOL |
| 0.76% | — | $373.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.72% | — | $357.9万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| CCRHCRH |
| 0.69% | — | $341.3万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 PALO ALTOPANW |
| 0.69% | 0.18% | $341.0万 | 1.0万股 | $80.2万 | 5,000股 | +5,000股+100.00% | 加仓 |
 特斯拉TSLA |
| 0.68% | 0.5% | $338.2万 | 8,040股 | $230.5万 | 6,200股 | +1,840股+29.68% | 加仓 |
| DDUOLINGODUOL |
| 0.68% | — | $338.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 VistraVST |
| 0.65% | — | $318.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| KKINGSOFT CLOUDKC |
| 0.63% | 0.28% | $310.0万 | 34.3万股 | $128.6万 | 9.6万股 | +24.6万股+255.87% | 加仓 |
 Arm控股ARM |
| 0.6% | — | $294.3万 | 8,300股 | $0 | 0股 | +8,300股 | 新买入 |
 霍尼韦尔HON |
| 0.54% | — | $266.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.53% | — | $263.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 YUM BRANDS COMYUM |
| 0.52% | — | $255.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 相干公司COHR |
| 0.51% | — | $252.5万 | 6,400股 | $0 | 0股 | +6,400股 | 新买入 |
 REDDIT CL ARDDT |
| 0.5% | 0.12% | $246.5万 | 1.4万股 | $53.9万 | 4,000股 | +1.0万股+255.00% | 加仓 |
| TTWIST BIOSCIENCETWST |
| 0.5% | 0.13% | $244.9万 | 2.4万股 | $59.4万 | 1.3万股 | +1.1万股+90.40% | 加仓 |
| Q高通QCOM |
| 0.45% | — | $223.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 阿卡迈AKAM |
| 0.43% | — | $212.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 迈威尔MRVL |
| 0.43% | 1.1% | $211.5万 | 7,100股 | $503.3万 | 5.1万股 | -4.4万股-86.03% | 减仓 |
| VVICORVICR |
| 0.42% | — | $208.9万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
