 英特尔INTC |
| 42.77% | 42.02% | $2.68亿 | 191.8万股 | $6,447.4万 | 146.1万股 | +45.7万股+31.25% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 9.62% | — | $6,023.1万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| V先锋领航指数基金VOO |
| 8.23% | — | $5,154.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 英伟达NVDA |
| 6.39% | — | $4,001.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 ATOUR LIFESTYLEATAT |
| 5.17% | — | $3,235.7万 | 101.8万股 | $0 | 0股 | +101.8万股 | 新买入 |
 NETFLIXNFLX |
| 5.13% | — | $3,213.0万 | 45.0万股 | $0 | 0股 | +45.0万股 | 新买入 |
| SSANDISK COMSNDK |
| 4.43% | — | $2,774.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 3.59% | 7.33% | $2,250.3万 | 29.5万股 | $1,124.0万 | 11.0万股 | +18.5万股+168.18% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 2.95% | — | $1,846.3万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| AACM RESHACMR |
| 2.39% | — | $1,497.3万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 JOYYJOYY |
| 2.09% | 11.79% | $1,306.6万 | 19.8万股 | $1,808.9万 | 31.0万股 | -11.2万股-36.09% | 减仓 |
 应用材料AMAT |
| 2.08% | — | $1,301.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| FFUTU SPON ADS CL AFUTU |
| 1.34% | — | $839.0万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 NetEase, Inc. ADRNTES |
| 1.02% | — | $640.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 VIPSHOP HOLDINGS LTDVIPS |
| 1.02% | 18.18% | $636.5万 | 48.0万股 | $2,789.2万 | 177.4万股 | -129.4万股-72.95% | 减仓 |
| DDOUYU INTL HLDGS LTDDOYU |
| 0.99% | 4.37% | $620.4万 | 133.4万股 | $669.8万 | 133.4万股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 0.47% | — | $296.8万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 微软MSFT |
| 0.3% | — | $186.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 FINVOLUTIONFINV |
| <0.01% | — | $1.5万 | 3,169股 | $0 | 0股 | +3,169股 | 新买入 |
