 英伟达NVDA |
| 12.68% | 16.25% | $50.87亿 | 2,542.5万股 | $33.64亿 | 1,928.9万股 | +613.6万股+31.81% | 加仓 |
 谷歌AGOOGL |
| 11.94% | 11.13% | $47.90亿 | 1,340.4万股 | $23.05亿 | 801.7万股 | +538.7万股+67.20% | 加仓 |
 亚马逊AMZN |
| 11.82% | 10.04% | $47.42亿 | 1,989.7万股 | $20.80亿 | 998.5万股 | +991.2万股+99.26% | 加仓 |
 台积电TSM |
| 5.36% | 7.56% | $21.51亿 | 450.4万股 | $15.66亿 | 463.5万股 | -13.1万股-2.82% | 减仓 |
 美光科技MU |
| 5% | 1.6% | $20.06亿 | 173.8万股 | $3.32亿 | 98.3万股 | +75.5万股+76.81% | 加仓 |
 NEBIUSNBIS |
| 4.78% | 3.13% | $19.17亿 | 694.2万股 | $6.48亿 | 624.1万股 | +70.0万股+11.22% | 加仓 |
 英特尔INTC |
| 4.4% | 2.8% | $17.67亿 | 1,265.3万股 | $5.81亿 | 1,315.7万股 | -50.4万股-3.83% | 减仓 |
 Bloom EnergyBE |
| 4.24% | 3.01% | $17.01亿 | 562.1万股 | $6.24亿 | 460.2万股 | +101.9万股+22.14% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 4.16% | 3.66% | $16.69亿 | 1,676.4万股 | $7.58亿 | 978.4万股 | +697.9万股+71.33% | 加仓 |
 博通AVGO |
| 2.36% | 1.88% | $9.48亿 | 250.8万股 | $3.89亿 | 125.6万股 | +125.3万股+99.75% | 加仓 |
| SSANDISK COMSNDK |
| 2.19% | 0.49% | $8.80亿 | 38.7万股 | $1.02亿 | 16.1万股 | +22.6万股+139.98% | 加仓 |
 VertivVRT |
| 2.01% | 3% | $8.07亿 | 240.9万股 | $6.21亿 | 248.0万股 | -7.1万股-2.85% | 减仓 |
 AMD超威AMD |
| 1.99% | 0.75% | $7.99亿 | 137.6万股 | $1.55亿 | 76.3万股 | +61.3万股+80.34% | 加仓 |
 阿斯麦ASML |
| 1.94% | 1.78% | $7.78亿 | 39.1万股 | $3.69亿 | 27.9万股 | +11.2万股+40.07% | 加仓 |
 希捷STX |
| 1.71% | 1.73% | $6.85亿 | 70.9万股 | $3.58亿 | 91.5万股 | -20.5万股-22.44% | 减仓 |
 LumentumLITE |
| 1.59% | 3.59% | $6.37亿 | 74.2万股 | $7.43亿 | 105.7万股 | -31.5万股-29.81% | 减仓 |
 天弘CLS |
| 1.58% | 2.05% | $6.35亿 | 174.0万股 | $4.24亿 | 150.5万股 | +23.5万股+15.64% | 加仓 |
 西部数据WDC |
| 1.57% | 1.69% | $6.31亿 | 98.8万股 | $3.50亿 | 129.5万股 | -30.7万股-23.70% | 减仓 |
 微软MSFT |
| 1.37% | 0.81% | $5.50亿 | 147.5万股 | $1.68亿 | 45.4万股 | +102.2万股+225.16% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.2% | 1.42% | $4.83亿 | 24.4万股 | $2.95亿 | 21.4万股 | +3.0万股+14.03% | 加仓 |
 IRENIREN |
| 1.12% | 0.89% | $4.49亿 | 981.1万股 | $1.85亿 | 539.0万股 | +442.1万股+82.03% | 加仓 |
| FFTAI AVIATIONFTAI |
| 1% | 1.33% | $4.03亿 | 148.9万股 | $2.75亿 | 112.1万股 | +36.7万股+32.77% | 加仓 |
 甲骨文ORCL |
| 0.96% | 1.75% | $3.86亿 | 263.3万股 | $3.63亿 | 246.7万股 | +16.6万股+6.73% | 加仓 |
| TTERAWULF COMWULF |
| 0.92% | 0.63% | $3.71亿 | 1,501.7万股 | $1.31亿 | 907.5万股 | +594.2万股+65.48% | 加仓 |
 EQTEQT |
| 0.8% | 1.69% | $3.19亿 | 600.0万股 | $3.50亿 | 549.7万股 | +50.3万股+9.15% | 加仓 |
 EMCOREME |
| 0.72% | 0.8% | $2.90亿 | 35.0万股 | $1.65亿 | 22.4万股 | +12.6万股+56.57% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.71% | 0.71% | $2.85亿 | 1,164.5万股 | $1.47亿 | 1,145.1万股 | +19.4万股+1.69% | 加仓 |
| AASTERA LABSALAB |
| 0.68% | 0.3% | $2.75亿 | 56.8万股 | $6,228.7万 | 56.8万股 | 00.00% | 持仓不变 |
| AAPPLIED DIGITALAPLD |
| 0.61% | 0.79% | $2.46亿 | 659.3万股 | $1.65亿 | 693.3万股 | -33.9万股-4.89% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.6% | — | $2.42亿 | 109.5万股 | $0 | 0股 | +109.5万股 | 新买入 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.6% | 0.56% | $2.41亿 | 940.5万股 | $1.15亿 | 771.9万股 | +168.6万股+21.84% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.6% | 0.53% | $2.40亿 | 162.1万股 | $1.09亿 | 129.3万股 | +32.7万股+25.30% | 加仓 |
 ZoomZM |
| 0.56% | 0.43% | $2.24亿 | 260.1万股 | $8,856.6万 | 110.2万股 | +149.9万股+136.06% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.51% | — | $2.06亿 | 203.4万股 | $0 | 0股 | +203.4万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.5% | 1.75% | $2.02亿 | 320.7万股 | $3.62亿 | 616.4万股 | -295.7万股-47.97% | 减仓 |
| HHUT 8HUT |
| 0.48% | 0.7% | $1.93亿 | 166.9万股 | $1.46亿 | 311.2万股 | -144.2万股-46.35% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.44% | — | $1.76亿 | 315.9万股 | $0 | 0股 | +315.9万股 | 新买入 |
 应用材料AMAT |
| 0.4% | 1.46% | $1.60亿 | 22.1万股 | $3.02亿 | 88.3万股 | -66.2万股-74.97% | 减仓 |
| AACM RESHACMR |
| 0.33% | 0.18% | $1.34亿 | 105.4万股 | $3,762.0万 | 95.6万股 | +9.8万股+10.25% | 加仓 |
 泛林集团LRCX |
| 0.33% | 1.35% | $1.33亿 | 30.6万股 | $2.79亿 | 130.7万股 | -100.1万股-76.57% | 减仓 |
 相干公司COHR |
| 0.32% | 1.49% | $1.29亿 | 32.6万股 | $3.08亿 | 129.3万股 | -96.6万股-74.74% | 减仓 |
| RRiot PlatformsRIOT |
| 0.29% | 0.31% | $1.14亿 | 418.1万股 | $6,398.7万 | 517.7万股 | -99.6万股-19.23% | 减仓 |
| SSpaceXSPCX |
| 0.25% | — | $1.01亿 | 59.0万股 | $0 | 0股 | +59.0万股 | 新买入 |
 GE VernovaGEV |
| 0.24% | 0.34% | $9,532.0万 | 8.1万股 | $6,986.1万 | 8.0万股 | +1,100股+1.37% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.23% | — | $9,191.9万 | 33.8万股 | $0 | 0股 | +33.8万股 | 新买入 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.21% | 0.17% | $8,258.7万 | 520.4万股 | $3,500.1万 | 404.6万股 | +115.8万股+28.61% | 加仓 |
| FFERVO ENERGY COFRVO |
| 0.16% | — | $6,315.5万 | 216.1万股 | $0 | 0股 | +216.1万股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.15% | 0.18% | $6,157.5万 | 7.3万股 | $3,643.9万 | 8.9万股 | -1.6万股-18.01% | 减仓 |
| LLEGENCELGN |
| 0.15% | 0.08% | $5,899.2万 | 69.2万股 | $1,739.8万 | 30.8万股 | +38.4万股+124.62% | 加仓 |
 Meta平台META |
| 0.14% | — | $5,623.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
