 AMD超威AMD |
| 6.19% | 0.9% | $4,513.2万 | 7.8万股 | $487.6万 | 2.4万股 | +5.4万股+224.12% | 加仓 |
 英特尔INTC |
| 4.78% | 0.3% | $3,481.9万 | 24.9万股 | $160.9万 | 3.6万股 | +21.3万股+584.01% | 加仓 |
 康宁GLW |
| 4.2% | 0.8% | $3,061.5万 | 12.0万股 | $431.3万 | 3.2万股 | +8.8万股+277.83% | 加仓 |
| SStrategyMSTR |
| 3.99% | — | $2,905.4万 | 33.4万股 | $0 | 0股 | +33.4万股 | 新买入 |
 苹果AAPL |
| 3.54% | 1.16% | $2,577.7万 | 8.9万股 | $625.0万 | 2.5万股 | +6.4万股+261.71% | 加仓 |
 阿斯麦ASML |
| 2.88% | 0.36% | $2,098.1万 | 1.1万股 | $195.9万 | 1,483股 | +9,063股+611.13% | 加仓 |
 Bloom EnergyBE |
| 2.71% | — | $1,974.3万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 甲骨文ORCL |
| 1.92% | — | $1,403.2万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 希捷STX |
| 1.8% | 0.51% | $1,311.6万 | 1.4万股 | $274.9万 | 7,018股 | +6,574股+93.67% | 加仓 |
 谷歌AGOOGL |
| 1.66% | 0.26% | $1,211.3万 | 3.4万股 | $140.2万 | 4,877股 | +2.9万股+595.00% | 加仓 |
 科磊KLAC |
| 1.48% | 0.49% | $1,075.9万 | 3.6万股 | $265.6万 | 1,804股 | +3.4万股+1,876.77% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.4% | <0.01% | $1,020.6万 | 3.8万股 | $1.0万 | 108股 | +3.7万股+34,648.15% | 加仓 |
 台积电TSM |
| 1.37% | — | $996.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 1.22% | 0.03% | $887.8万 | 9.4万股 | $17.6万 | 2,849股 | +9.1万股+3,196.24% | 加仓 |
 思科CSCO |
| 1.09% | <0.01% | $791.6万 | 6.7万股 | $1.4万 | 176股 | +6.7万股+38,190.34% | 加仓 |
 泛林集团LRCX |
| 1.03% | 1.47% | $753.3万 | 1.7万股 | $795.9万 | 3.7万股 | -2.0万股-53.34% | 减仓 |
 IRENIREN |
| 0.99% | — | $720.4万 | 15.8万股 | $0 | 0股 | +15.8万股 | 新买入 |
 德州仪器TXN |
| 0.97% | 0.13% | $707.5万 | 2.4万股 | $72.9万 | 3,755股 | +2.0万股+532.09% | 加仓 |
 NEBIUSNBIS |
| 0.95% | 0.02% | $690.8万 | 2.5万股 | $9.3万 | 901股 | +2.4万股+2,676.25% | 加仓 |
| Q高通QCOM |
| 0.93% | <0.01% | $675.1万 | 3.7万股 | $1,417 | 11股 | +3.7万股+332,045.45% | 加仓 |
 应用材料AMAT |
| 0.89% | 0.35% | $646.2万 | 8,938股 | $188.8万 | 5,525股 | +3,413股+61.77% | 加仓 |
 礼来LLY |
| 0.88% | — | $641.3万 | 5,347股 | $0 | 0股 | +5,347股 | 新买入 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.88% | — | $640.9万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.83% | — | $603.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 特斯拉TSLA |
| 0.82% | 1.09% | $598.9万 | 1.4万股 | $591.3万 | 1.6万股 | -1,667股-10.48% | 减仓 |
 纽蒙特NEM |
| 0.57% | — | $416.4万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| OOUSTEROUST |
| 0.56% | — | $410.8万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.54% | — | $393.7万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| IIONQIONQ |
| 0.53% | 0.01% | $382.9万 | 7.2万股 | $5.3万 | 1,854股 | +7.0万股+3,777.67% | 加仓 |
 阿里巴巴BABA |
| 0.5% | — | $365.8万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 0.47% | — | $339.8万 | 110.3万股 | $0 | 0股 | +110.3万股 | 新买入 |
 WENDYSWEN |
| 0.42% | 0.01% | $303.7万 | 36.6万股 | $5.2万 | 7,424股 | +35.9万股+4,834.12% | 加仓 |
| CCOEUR MNGCDE |
| 0.41% | <0.01% | $300.8万 | 18.4万股 | $3,003 | 160股 | +18.4万股+115,108.13% | 加仓 |
 雪佛龙CVX |
| 0.41% | 1.42% | $299.1万 | 1.8万股 | $768.4万 | 3.7万股 | -1.9万股-51.41% | 减仓 |
 自由港麦克莫兰FCX |
| 0.4% | — | $292.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 GE VernovaGEV |
| 0.4% | — | $292.1万 | 2,486股 | $0 | 0股 | +2,486股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 0.4% | — | $290.4万 | 2,101股 | $0 | 0股 | +2,101股 | 新买入 |
 金罗斯黄金KGC |
| 0.39% | <0.01% | $287.4万 | 12.2万股 | $2,228 | 73股 | +12.2万股+166,593.15% | 加仓 |
 PAN AMERN SILVERPAAS |
| 0.38% | — | $277.9万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 慧与HPEHPE |
| 0.38% | 0.03% | $277.8万 | 6.2万股 | $16.1万 | 6,742股 | +5.5万股+813.56% | 加仓 |
| NNAVITAS SEMICONDUCTORNVTS |
| 0.36% | <0.01% | $262.9万 | 14.7万股 | $1.3万 | 1,463股 | +14.5万股+9,927.61% | 加仓 |
| B巴里克黄金GOLD |
| 0.35% | 0.05% | $257.2万 | 7.0万股 | $24.9万 | 6,209股 | +6.4万股+1,027.65% | 加仓 |
 DOW COMDOW |
| 0.35% | 0.2% | $255.9万 | 9.4万股 | $106.6万 | 2.6万股 | +6.8万股+265.43% | 加仓 |
 芝加哥商品交易所CME |
| 0.35% | 0.28% | $255.3万 | 1.2万股 | $151.1万 | 5,117股 | +6,446股+125.97% | 加仓 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 0.34% | 0.03% | $248.4万 | 4.5万股 | $14.1万 | 5,067股 | +4.0万股+793.63% | 加仓 |
| FFIREFLY AEROSPACEFLY |
| 0.34% | 0.13% | $246.7万 | 8.4万股 | $72.9万 | 2.6万股 | +5.8万股+227.84% | 加仓 |
 森科能源SU |
| 0.34% | 0.36% | $244.3万 | 4.6万股 | $195.7万 | 3.0万股 | +1.6万股+53.72% | 加仓 |
| AASTERA LABSALAB |
| 0.33% | — | $244.1万 | 5,054股 | $0 | 0股 | +5,054股 | 新买入 |
 阿格尼科鹰矿AEM |
| 0.33% | — | $239.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 亚马逊AMZN |
| 0.32% | 0.12% | $236.8万 | 9,936股 | $65.6万 | 3,149股 | +6,787股+215.53% | 加仓 |
