 美光科技MU |
| 29.74% | 0.3% | $5.56亿 | 48.2万股 | $506.8万 | 1.5万股 | +46.7万股+3,113.33% | 加仓 |
 AMD超威AMD |
| 7.61% | 0.19% | $1.42亿 | 24.5万股 | $319.4万 | 1.6万股 | +23.0万股+1,461.95% | 加仓 |
 英特尔INTC |
| 7.09% | — | $1.33亿 | 95.0万股 | $0 | 0股 | +95.0万股 | 新买入 |
| RROUNDHILL ETF TRUSTNCLD |
| 6.41% | — | $1.20亿 | 162.5万股 | $0 | 0股 | +162.5万股 | 新买入 |
 泛林集团LRCX |
| 6.14% | — | $1.15亿 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
 英伟达NVDA |
| 4.76% | 5.77% | $8,904.0万 | 44.5万股 | $9,679.2万 | 55.5万股 | -11.0万股-19.82% | 减仓 |
 相干公司COHR |
| 4.11% | — | $7,692.2万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
 应用材料AMAT |
| 3.28% | — | $6,145.5万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 科磊KLAC |
| 3.23% | — | $6,034.2万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 微软MSFT |
| 3.02% | 3.09% | $5,651.3万 | 15.2万股 | $5,182.4万 | 14.0万股 | +1.2万股+8.21% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.86% | — | $5,350.1万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
 亚马逊AMZN |
| 2.68% | 1.49% | $5,005.1万 | 21.0万股 | $2,499.2万 | 12.0万股 | +9.0万股+75.00% | 加仓 |
 德州仪器TXN |
| 2.03% | — | $3,800.4万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.98% | 1.11% | $3,710.0万 | 10.5万股 | $1,864.6万 | 6.5万股 | +4.0万股+61.54% | 加仓 |
 苹果AAPL |
| 1.7% | 1.82% | $3,183.0万 | 11.0万股 | $3,045.5万 | 12.0万股 | -1.0万股-8.33% | 减仓 |
 迈威尔MRVL |
| 1.59% | — | $2,978.9万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.22% | — | $2,280.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 Arm控股ARM |
| 1.09% | — | $2,038.8万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.87% | — | $1,631.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| AAPPLOVINAPP |
| 0.76% | 0.91% | $1,416.9万 | 2.8万股 | $1,532.3万 | 3.9万股 | -1.1万股-28.57% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.71% | 0.62% | $1,332.0万 | 13.9万股 | $1,035.1万 | 12.5万股 | +1.4万股+11.20% | 加仓 |
 WorkdayWDAY |
| 0.65% | — | $1,224.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 博通AVGO |
| 0.61% | 2.4% | $1,133.3万 | 3.0万股 | $4,023.6万 | 13.0万股 | -10.0万股-76.92% | 减仓 |
 Meta平台META |
| 0.6% | 2.56% | $1,126.6万 | 2.0万股 | $4,291.0万 | 7.5万股 | -5.5万股-73.33% | 减仓 |
 超微电脑SMCI |
| 0.58% | — | $1,079.3万 | 36.8万股 | $0 | 0股 | +36.8万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 0.5% | 0.55% | $933.6万 | 5,500股 | $916.4万 | 5,300股 | +200股+3.77% | 加仓 |
 RobinhoodHOOD |
| 0.49% | 0.38% | $922.6万 | 9.2万股 | $641.0万 | 9.3万股 | -500股-0.54% | 减仓 |
| WWOLFSPEEDWOLF |
| 0.44% | — | $820.3万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
| DDOORDASHDASH |
| 0.43% | 0.3% | $800.7万 | 4.3万股 | $504.2万 | 3.4万股 | +9,810股+29.21% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.42% | — | $794.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| DDUOLINGODUOL |
| 0.42% | 0.4% | $787.3万 | 6.8万股 | $674.7万 | 6.8万股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 0.35% | — | $664.0万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
 NubankNU |
| 0.3% | 0.36% | $568.6万 | 42.6万股 | $611.6万 | 42.6万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.27% | — | $510.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 帕兰提尔PLTR |
| 0.25% | 0.31% | $477.0万 | 4.1万股 | $524.9万 | 3.6万股 | +5,000股+13.93% | 加仓 |
| WWIX COM SHSWIX |
| 0.23% | 0.42% | $431.0万 | 9.5万股 | $698.0万 | 7.8万股 | +1.8万股+22.58% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.2% | 0.14% | $381.4万 | 11.0万股 | $228.4万 | 11.0万股 | 00.00% | 持仓不变 |
| MMNTNMNTN |
| 0.17% | 0.17% | $313.2万 | 34.0万股 | $286.4万 | 32.5万股 | +1.5万股+4.61% | 加仓 |
| PPROEM ACQUISITION UNT |
| 0.13% | 0.15% | $244.9万 | 24.3万股 | $243.2万 | 24.3万股 | 00.00% | 持仓不变 |
| ZZETA GLOBALZETA |
| 0.06% | 0.05% | $108.2万 | 5.5万股 | $87.6万 | 5.5万股 | 00.00% | 持仓不变 |
