| AAlphabet Inc Class CGOOG |
| 23.9% | 18.02% | $2,207.8万 | 6.2万股 | $1,549.0万 | 5.4万股 | +7,812股+14.47% | 加仓 |
 亚马逊AMZN |
| 13.93% | 13.08% | $1,287.0万 | 5.4万股 | $1,124.7万 | 5.4万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 11.62% | 8.27% | $1,073.7万 | 2.7万股 | $711.1万 | 1.5万股 | +1.2万股+75.04% | 加仓 |
 帕兰提尔PLTR |
| 7.4% | 9.98% | $684.0万 | 5.9万股 | $857.6万 | 5.9万股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 6.06% | 5.61% | $560.1万 | 10.0万股 | $482.6万 | 10.0万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 5.71% | 6.16% | $527.6万 | 3.6万股 | $529.6万 | 3.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.11% | 3.85% | $380.0万 | 1.9万股 | $331.2万 | 1.9万股 | 00.00% | 持仓不变 |
 好市多COST |
| 4.1% | 4.69% | $378.9万 | 4,050股 | $403.6万 | 4,050股 | 00.00% | 持仓不变 |
| IIMPERIAL PETROLEUM NEW |
| 3.94% | 4.12% | $364.2万 | 79.0万股 | $353.9万 | 82.7万股 | -3.7万股-4.45% | 减仓 |
 ENERGY FUELSUUUU |
| 3.14% | 1.06% | $290.0万 | 20.0万股 | $91.3万 | 5.0万股 | +15.0万股+300.00% | 加仓 |
 微软MSFT |
| 3.03% | 3.23% | $279.8万 | 7,500股 | $277.6万 | 7,500股 | 00.00% | 持仓不变 |
| IiShares安硕·ETHEREUM TRETHA |
| 2.48% | 3.55% | $229.1万 | 19.3万股 | $305.1万 | 19.3万股 | 00.00% | 持仓不变 |
| IINTELLIA THERAPEUTICSNTLA |
| 1.83% | — | $169.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 CRISPR THERAPEUTICSCRSP |
| 1.48% | 1.38% | $136.4万 | 2.5万股 | $118.9万 | 2.5万股 | 00.00% | 持仓不变 |
 MATERIONMTRN |
| 1.46% | 0.76% | $135.0万 | 4,540股 | $65.7万 | 4,540股 | 00.00% | 持仓不变 |
| GGlobal X·URANIUM ETFURA |
| 1.29% | 1.53% | $118.7万 | 2.7万股 | $131.6万 | 2.7万股 | 00.00% | 持仓不变 |
| EENOVIXENVX |
| 0.91% | 0.83% | $84.0万 | 13.8万股 | $71.7万 | 13.8万股 | 00.00% | 持仓不变 |
| SSPROTT FDS TRURNM |
| 0.85% | 1.1% | $78.9万 | 1.5万股 | $94.7万 | 1.5万股 | 00.00% | 持仓不变 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.79% | 1.14% | $72.6万 | 1.0万股 | $98.0万 | 1.0万股 | 00.00% | 持仓不变 |
| FFIREFLY AEROSPACEFLY |
| 0.64% | — | $58.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 URANIUM ENERGY COMUEC |
| 0.48% | 0.66% | $44.6万 | 4.2万股 | $56.5万 | 4.2万股 | 00.00% | 持仓不变 |
| DDENISON MINESDNN |
| 0.4% | 0.49% | $36.8万 | 12.0万股 | $42.4万 | 12.0万股 | 00.00% | 持仓不变 |
| TTRANSOCEANRIG |
| 0.32% | 0.46% | $29.3万 | 6.0万股 | $39.8万 | 6.0万股 | 00.00% | 持仓不变 |
| GGRAYSCALE ETHEREUM STAKING EETHE |
| 0.14% | 0.2% | $12.8万 | 1.0万股 | $17.1万 | 1.0万股 | 00.00% | 持仓不变 |
