 英伟达NVDA |
| 29.65% | 30.08% | $6,811.3万 | 36.5万股 | $5,767.6万 | 36.5万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 28.85% | 27.4% | $6,627.8万 | 50.1万股 | $5,254.5万 | 50.2万股 | -590股-0.12% | 减仓 |
 台积电TSM |
| 14.54% | 14.12% | $3,339.7万 | 12.0万股 | $2,708.4万 | 12.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 7.77% | 12.57% | $1,784.5万 | 2.4万股 | $2,409.9万 | 3.3万股 | -8,350股-25.57% | 减仓 |
| LLuckin Coffee Inc F Unsponsored ADRLKNCY |
| 6.97% | 8.19% | $1,601.4万 | 42.1万股 | $1,570.3万 | 42.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.81% | — | $645.4万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 特斯拉TSLA |
| 2.48% | 2.12% | $569.9万 | 1.3万股 | $407.1万 | 1.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.19% | — | $273.5万 | 8,290股 | $0 | 0股 | +8,290股 | 新买入 |
| CCHAGEECHA |
| 1.13% | 2.14% | $260.6万 | 15.7万股 | $411.1万 | 15.7万股 | 00.00% | 持仓不变 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.06% | — | $244.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 ROBLOX CL ARBLX |
| 0.91% | 0.83% | $209.7万 | 1.5万股 | $159.9万 | 1.5万股 | -60股-0.39% | 减仓 |
| YYUANBAOYB |
| 0.57% | 0.73% | $130.9万 | 6.7万股 | $140.1万 | 6.7万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.37% | — | $85.7万 | 4,700股 | $0 | 0股 | +4,700股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 0.33% | — | $76.2万 | 4,266股 | $0 | 0股 | +4,266股 | 新买入 |
 ShopifySHOP |
| 0.33% | — | $76.1万 | 5,119股 | $0 | 0股 | +5,119股 | 新买入 |
| IiShares比特币ETFIBIT |
| 0.11% | 0.08% | $26.0万 | 3,993股 | $15.9万 | 2,603股 | +1,390股+53.40% | 加仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.1% | — | $22.2万 | 7,050股 | $0 | 0股 | +7,050股 | 新买入 |
 VENTAS COMVTR |
| 0.1% | 0.1% | $22.2万 | 3,172股 | $20.0万 | 3,172股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.1% | 0.1% | $21.9万 | 1,268股 | $19.0万 | 1,088股 | +180股+16.54% | 加仓 |
 PULTEPHM |
| 0.09% | 0.07% | $21.7万 | 1,640股 | $13.7万 | 1,300股 | +340股+26.15% | 加仓 |
 EquinixEQIX |
| 0.09% | 0.09% | $20.9万 | 267股 | $17.3万 | 217股 | +50股+23.04% | 加仓 |
 Host酒店HST |
| 0.08% | 0.09% | $19.4万 | 1.1万股 | $17.5万 | 1.1万股 | 00.00% | 持仓不变 |
 AMERICAN HEALTHCARE REITAHR |
| 0.08% | 0.08% | $18.4万 | 4,375股 | $16.1万 | 4,375股 | 00.00% | 持仓不变 |
 D R HORTONDHI |
| 0.08% | 0.04% | $18.3万 | 1,077股 | $8.1万 | 626股 | +451股+72.04% | 加仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.05% | 0.95% | $11.5万 | 870股 | $181.3万 | 1.0万股 | -9,130股-91.30% | 减仓 |
 WELLTOWER COMWELL |
| 0.04% | 0.06% | $10.1万 | 569股 | $11.8万 | 769股 | -200股-26.01% | 减仓 |
| KKEBEKE |
| 0.03% | — | $7.6万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 VICI PPTYS COMVICI |
| 0.03% | 0.04% | $7.5万 | 2,296股 | $7.5万 | 2,296股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 0.02% | 0.03% | $5.6万 | 7股 | $5.2万 | 7股 | 00.00% | 持仓不变 |
 IRON MTN DEL COMIRM |
| 0.02% | 0.02% | $4.6万 | 455股 | $4.7万 | 455股 | 00.00% | 持仓不变 |
