| DDirexion股票ETF信托MUU |
| 22.9% | — | $3,565.7万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| OONONON |
| 18.11% | 31.69% | $2,818.9万 | 79.6万股 | $3,388.6万 | 99.6万股 | -20.0万股-20.10% | 减仓 |
 ABIVAXABVX |
| 11.18% | — | $1,740.4万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
| QQFIN HOLDINGS INC AMERICAN DEPQFIN |
| 9.91% | 12.46% | $1,543.3万 | 97.6万股 | $1,332.4万 | 103.2万股 | -5.6万股-5.41% | 减仓 |
| SSUMMIT THERAPEUTICS COMSMMT |
| 9% | 23.21% | $1,401.4万 | 96.2万股 | $2,482.1万 | 130.9万股 | -34.7万股-26.53% | 减仓 |
 台积电TSM |
| 5.49% | 2.78% | $854.9万 | 1.8万股 | $297.4万 | 8,800股 | +9,100股+103.41% | 加仓 |
 西部数据WDC |
| 5.33% | — | $830.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 4.77% | — | $743.0万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 3.23% | — | $502.6万 | 37.9万股 | $0 | 0股 | +37.9万股 | 新买入 |
 希捷STX |
| 3.1% | — | $482.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| SSANDISK COMSNDK |
| 2.31% | — | $359.2万 | 1,580股 | $0 | 0股 | +1,580股 | 新买入 |
 LumentumLITE |
| 1.93% | — | $300.3万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
 TRIP COMTCOM |
| 1.79% | 3.26% | $278.9万 | 7.0万股 | $348.5万 | 7.0万股 | 00.00% | 持仓不变 |
| PPOET TECHNOLOGIESPOET |
| 0.94% | — | $146.0万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
