| IiShares安硕信托IVV |
| 11.24% | 10.39% | $8,822.1万 | 11.8万股 | $6,974.0万 | 10.7万股 | +1.1万股+10.34% | 加仓 |
 英伟达NVDA |
| 5.18% | 5.27% | $4,063.9万 | 20.3万股 | $3,533.6万 | 20.3万股 | +491股+0.24% | 加仓 |
 CienaCIEN |
| 5.03% | 6.84% | $3,944.9万 | 8.0万股 | $4,593.2万 | 11.8万股 | -3.8万股-32.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.59% | 4.36% | $3,600.6万 | 10.2万股 | $2,924.1万 | 10.2万股 | -29股-0.03% | 减仓 |
 美光科技MU |
| 4.3% | 2.88% | $3,376.8万 | 2.9万股 | $1,933.2万 | 5.7万股 | -2.8万股-48.88% | 减仓 |
 亚马逊AMZN |
| 3.71% | 3.74% | $2,910.3万 | 12.2万股 | $2,510.7万 | 12.1万股 | +1,556股+1.29% | 加仓 |
 TransDigmTDG |
| 3.62% | 3.66% | $2,841.6万 | 2.1万股 | $2,456.8万 | 2.1万股 | +134股+0.63% | 加仓 |
 微软MSFT |
| 3.5% | 3.82% | $2,745.7万 | 7.4万股 | $2,564.1万 | 6.9万股 | +4,338股+6.26% | 加仓 |
 嘉信理财SCHW |
| 3.36% | 3.97% | $2,633.2万 | 28.5万股 | $2,664.3万 | 28.4万股 | +1,884股+0.66% | 加仓 |
 万事达MA |
| 3.28% | 3.71% | $2,575.7万 | 5.0万股 | $2,489.6万 | 5.0万股 | +323股+0.65% | 加仓 |
 URANIUM ENERGY COMUEC |
| 3.23% | 4.53% | $2,532.0万 | 237.5万股 | $3,043.0万 | 225.4万股 | +12.1万股+5.38% | 加仓 |
 博通AVGO |
| 3.12% | 2.66% | $2,444.8万 | 6.5万股 | $1,781.9万 | 5.8万股 | +7,149股+12.42% | 加仓 |
 标普全球SPGI |
| 3.02% | 3.67% | $2,369.8万 | 5.8万股 | $2,461.2万 | 5.8万股 | +326股+0.56% | 加仓 |
 Meta平台META |
| 3% | 3.55% | $2,355.6万 | 4.2万股 | $2,381.6万 | 4.2万股 | +192股+0.46% | 加仓 |
 优步UBER |
| 2.53% | 2.93% | $1,983.7万 | 27.5万股 | $1,964.6万 | 27.3万股 | +1,779股+0.65% | 加仓 |
| IiShares比特币ETFIBIT |
| 2.4% | 3.39% | $1,883.9万 | 56.6万股 | $2,277.4万 | 59.3万股 | -2.7万股-4.53% | 减仓 |
 LumentumLITE |
| 2.24% | 2.14% | $1,754.5万 | 2.0万股 | $1,433.2万 | 2.0万股 | +53股+0.26% | 加仓 |
| IiShares安硕·COREIJR |
| 2.16% | 1.96% | $1,691.7万 | 11.4万股 | $1,317.2万 | 10.6万股 | +8,102股+7.65% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 1.98% | — | $1,554.0万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 自由港麦克莫兰FCX |
| 1.95% | — | $1,526.7万 | 24.3万股 | $0 | 0股 | +24.3万股 | 新买入 |
 德州仪器TXN |
| 1.89% | — | $1,482.9万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.88% | 2.14% | $1,475.8万 | 2.9万股 | $1,435.3万 | 2.9万股 | +233股+0.80% | 加仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 1.85% | 2.98% | $1,450.7万 | 122.0万股 | $1,998.2万 | 126.2万股 | -4.2万股-3.34% | 减仓 |
| EEVERPURE CL AEVPR |
| 1.82% | 1.53% | $1,431.2万 | 18.2万股 | $1,024.2万 | 17.3万股 | +8,179股+4.71% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.66% | 1.67% | $1,300.7万 | 21.8万股 | $1,122.7万 | 20.8万股 | +1.0万股+4.91% | 加仓 |
 FICOFICO |
| 1.24% | 1.29% | $970.4万 | 8,122股 | $862.9万 | 8,084股 | +38股+0.47% | 加仓 |
 GE航空GE |
| 1.02% | 1.18% | $802.5万 | 2.1万股 | $791.0万 | 2.8万股 | -6,399股-22.96% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1% | 0.74% | $781.1万 | 1.3万股 | $499.8万 | 1.3万股 | -18股-0.14% | 减仓 |
 雷神技术RTX |
| 0.84% | 1.21% | $663.0万 | 3.5万股 | $810.3万 | 4.2万股 | -7,058股-16.80% | 减仓 |
 相干公司COHR |
| 0.74% | 0.52% | $576.9万 | 1.5万股 | $346.6万 | 1.5万股 | +77股+0.53% | 加仓 |
| DDENISON MINESDNN |
| 0.69% | 0.93% | $541.5万 | 177.0万股 | $622.5万 | 176.3万股 | +6,302股+0.36% | 加仓 |
 ServiceNowNOW |
| 0.69% | 0.79% | $537.7万 | 5.4万股 | $529.4万 | 5.1万股 | +3,525股+6.96% | 加仓 |
 穆迪MCO |
| 0.66% | 0.74% | $517.1万 | 1.1万股 | $495.3万 | 1.1万股 | +63股+0.55% | 加仓 |
| AAEVA TECHNOLOGIESAEVA |
| 0.58% | 0.31% | $457.6万 | 15.9万股 | $210.2万 | 16.0万股 | -420股-0.26% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.57% | 0.6% | $444.8万 | 2,138股 | $402.8万 | 2,138股 | 00.00% | 持仓不变 |
| VVIAVI SOLUTIONSVIAV |
| 0.54% | — | $425.7万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| V先锋领航·MALVERN FDSVTIP |
| 0.54% | 0.56% | $423.3万 | 8.4万股 | $378.4万 | 7.6万股 | +8,519股+11.25% | 加仓 |
 NEXGEN ENERGYNXE |
| 0.54% | 0.77% | $421.6万 | 44.9万股 | $517.8万 | 44.6万股 | +2,660股+0.60% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.5% | 0.52% | $391.0万 | 4.7万股 | $347.8万 | 4.2万股 | +5,271股+12.54% | 加仓 |
 卡梅科CCJ |
| 0.49% | 0.6% | $385.9万 | 3.8万股 | $404.7万 | 3.7万股 | +623股+1.67% | 加仓 |
 XOMETRYXMTR |
| 0.4% | 0.2% | $311.3万 | 3.2万股 | $131.2万 | 3.2万股 | +118股+0.37% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.38% | 0.76% | $301.8万 | 3.1万股 | $513.0万 | 4.3万股 | -1.2万股-28.12% | 减仓 |
| SSPDR黄金信托GLD |
| 0.37% | 0.77% | $291.8万 | 7,921股 | $519.2万 | 1.2万股 | -4,145股-34.35% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.35% | 0.33% | $278.1万 | 7,003股 | $219.5万 | 6,899股 | +104股+1.51% | 加仓 |
 VisaV |
| 0.33% | 0.34% | $262.1万 | 7,639股 | $226.9万 | 7,508股 | +131股+1.74% | 加仓 |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 0.33% | — | $261.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX |
| 0.33% | — | $260.8万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
| IiShares安硕EWJ |
| 0.31% | 0.33% | $245.3万 | 2.6万股 | $218.3万 | 2.6万股 | +446股+1.73% | 加仓 |
| PPENGUIN SOLUTIONSPENG |
| 0.31% | — | $243.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 NubankNU |
| 0.29% | 0.35% | $226.7万 | 17.0万股 | $238.1万 | 16.6万股 | +3,998股+2.41% | 加仓 |
