 Pdd Holdings Inc ADRPDD |
| 8.07% | 13.94% | $3.60亿 | 471.6万股 | $4.69亿 | 459.3万股 | +12.3万股+2.68% | 加仓 |
 泛林集团LRCX |
| 5.89% | 0.73% | $2.63亿 | 60.6万股 | $2,444.2万 | 11.4万股 | +49.2万股+429.67% | 加仓 |
 AMD超威AMD |
| 5.57% | 0.89% | $2.48亿 | 42.7万股 | $3,010.0万 | 14.8万股 | +27.9万股+188.62% | 加仓 |
 英伟达NVDA |
| 5.27% | 6.97% | $2.35亿 | 117.3万股 | $2.35亿 | 134.6万股 | -17.2万股-12.80% | 减仓 |
 英特尔INTC |
| 4.69% | 1.06% | $2.09亿 | 149.8万股 | $3,562.3万 | 80.7万股 | +69.1万股+85.58% | 加仓 |
 苹果AAPL |
| 4.5% | 5.4% | $2.00亿 | 69.3万股 | $1.82亿 | 71.6万股 | -2.3万股-3.25% | 减仓 |
 台积电TSM |
| 4.4% | 5.23% | $1.96亿 | 41.1万股 | $1.76亿 | 52.1万股 | -11.1万股-21.21% | 减仓 |
 阿斯麦ASML |
| 3.87% | 1.35% | $1.72亿 | 8.7万股 | $4,528.6万 | 3.4万股 | +5.2万股+152.67% | 加仓 |
 科磊KLAC |
| 3.72% | 1.04% | $1.66亿 | 54.9万股 | $3,500.2万 | 2.4万股 | +52.6万股+2,211.45% | 加仓 |
| SSANDISK COMSNDK |
| 3.47% | 1.09% | $1.55亿 | 6.8万股 | $3,668.9万 | 5.8万股 | +1.0万股+17.87% | 加仓 |
 美光科技MU |
| 3.06% | 1.46% | $1.36亿 | 11.8万股 | $4,904.5万 | 14.5万股 | -2.7万股-18.57% | 减仓 |
 微软MSFT |
| 2.92% | 3.77% | $1.30亿 | 34.9万股 | $1.27亿 | 34.2万股 | +6,478股+1.89% | 加仓 |
 迈威尔MRVL |
| 2.36% | 0.64% | $1.05亿 | 35.2万股 | $2,166.1万 | 21.9万股 | +13.4万股+61.10% | 加仓 |
| AASTERA LABSALAB |
| 2.13% | — | $9,509.6万 | 19.7万股 | $0 | 0股 | +19.7万股 | 新买入 |
 博通AVGO |
| 1.91% | 2.11% | $8,531.1万 | 22.6万股 | $7,109.7万 | 23.0万股 | -3,869股-1.68% | 减仓 |
 应用材料AMAT |
| 1.85% | 0.54% | $8,230.8万 | 11.4万股 | $1,807.8万 | 5.3万股 | +6.1万股+115.24% | 加仓 |
 亚马逊AMZN |
| 1.49% | 1.43% | $6,617.6万 | 27.8万股 | $4,815.2万 | 23.1万股 | +4.6万股+20.09% | 加仓 |
 谷歌AGOOGL |
| 1.34% | 3.75% | $5,958.3万 | 16.7万股 | $1.26亿 | 43.9万股 | -27.2万股-61.99% | 减仓 |
 康宁GLW |
| 1.22% | 2.79% | $5,415.4万 | 21.2万股 | $9,399.2万 | 69.1万股 | -47.9万股-69.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.98% | 1.43% | $4,367.3万 | 12.4万股 | $4,799.1万 | 16.7万股 | -4.4万股-26.12% | 减仓 |
 特斯拉TSLA |
| 0.96% | 1.05% | $4,294.1万 | 10.2万股 | $3,541.4万 | 9.5万股 | +6,833股+7.17% | 加仓 |
 希捷STX |
| 0.94% | 0.15% | $4,179.6万 | 4.3万股 | $505.8万 | 1.3万股 | +3.0万股+235.44% | 加仓 |
 FULL TRUCK ALLIANCEYMM |
| 0.85% | 1.11% | $3,789.8万 | 466.7万股 | $3,742.4万 | 450.9万股 | +15.8万股+3.51% | 加仓 |
| IiShares安硕信托IVV |
| 0.82% | 0.86% | $3,633.0万 | 4.9万股 | $2,904.9万 | 4.4万股 | +4,041股+9.09% | 加仓 |
 Meta平台META |
| 0.8% | 1.08% | $3,570.3万 | 6.3万股 | $3,626.7万 | 6.3万股 | -7股-0.01% | 减仓 |
 思科CSCO |
| 0.72% | 0.6% | $3,220.4万 | 27.4万股 | $2,034.0万 | 26.2万股 | +1.2万股+4.59% | 加仓 |
 腾讯音乐TME |
| 0.65% | 0.77% | $2,904.9万 | 347.9万股 | $2,607.2万 | 280.9万股 | +66.9万股+23.83% | 加仓 |
| KKANZHUN LIMITEDBZ |
| 0.62% | 0.69% | $2,752.9万 | 213.9万股 | $2,329.0万 | 173.9万股 | +40.0万股+22.98% | 加仓 |
| UUNITED MICROELECTRONICSUMC |
| 0.61% | — | $2,709.5万 | 99.6万股 | $0 | 0股 | +99.6万股 | 新买入 |
| TTAL EDTAL |
| 0.56% | 0.72% | $2,512.6万 | 262.5万股 | $2,433.8万 | 214.1万股 | +48.5万股+22.65% | 加仓 |
 沃尔玛WMT |
| 0.55% | 0.74% | $2,467.8万 | 21.8万股 | $2,501.5万 | 20.1万股 | +1.7万股+8.25% | 加仓 |
 GE VernovaGEV |
| 0.52% | 0.4% | $2,299.6万 | 2.0万股 | $1,350.4万 | 1.5万股 | +4,103股+26.52% | 加仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.46% | 0.63% | $2,071.8万 | 156.2万股 | $2,113.0万 | 134.4万股 | +21.8万股+16.24% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.46% | 0.49% | $2,033.5万 | 12.9万股 | $1,641.3万 | 12.9万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.43% | 0.56% | $1,920.1万 | 2.1万股 | $1,891.8万 | 1.9万股 | +1,540股+8.11% | 加仓 |
 西部数据WDC |
| 0.43% | 0.17% | $1,919.8万 | 3.0万股 | $556.4万 | 2.1万股 | +9,487股+46.12% | 加仓 |
 Bloom EnergyBE |
| 0.43% | 0.33% | $1,911.6万 | 6.3万股 | $1,119.8万 | 8.3万股 | -1.9万股-23.59% | 减仓 |
 帕兰提尔PLTR |
| 0.42% | 0.67% | $1,881.8万 | 16.1万股 | $2,266.6万 | 15.5万股 | +6,341股+4.09% | 加仓 |
 德州仪器TXN |
| 0.42% | 0.48% | $1,876.1万 | 6.3万股 | $1,605.9万 | 8.3万股 | -2.0万股-23.91% | 减仓 |
| FFUTU SPON ADS CL AFUTU |
| 0.4% | 1.04% | $1,781.8万 | 19.0万股 | $3,503.0万 | 25.6万股 | -6.6万股-25.79% | 减仓 |
 PALO ALTOPANW |
| 0.4% | 0.23% | $1,766.8万 | 5.2万股 | $772.2万 | 4.8万股 | +3,640股+7.56% | 加仓 |
| I景顺·DB MULTI-SECTOR COMMDBO |
| 0.39% | 0.57% | $1,729.2万 | 98.0万股 | $1,927.1万 | 98.0万股 | 00.00% | 持仓不变 |
| UUNITED STS OIL FDUSO |
| 0.36% | 0.44% | $1,619.7万 | 15.2万股 | $1,481.9万 | 11.6万股 | +3.6万股+30.66% | 加仓 |
 LumentumLITE |
| 0.33% | 4.37% | $1,467.7万 | 1.7万股 | $1.47亿 | 20.9万股 | -19.2万股-91.83% | 减仓 |
 CienaCIEN |
| 0.32% | 0.55% | $1,410.8万 | 2.9万股 | $1,861.6万 | 4.8万股 | -1.9万股-40.03% | 减仓 |
 NETFLIXNFLX |
| 0.31% | 0.52% | $1,391.5万 | 19.5万股 | $1,741.2万 | 18.1万股 | +1.4万股+7.62% | 加仓 |
 ATOUR LIFESTYLEATAT |
| 0.31% | 0.49% | $1,367.4万 | 43.0万股 | $1,656.5万 | 45.0万股 | -2.0万股-4.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.33% | $1,354.0万 | 1.8万股 | $1,094.3万 | 1.7万股 | +1,304股+7.75% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.29% | — | $1,276.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.28% | 0.17% | $1,227.1万 | 1.6万股 | $583.5万 | 1.5万股 | +1,133股+7.58% | 加仓 |
