 VanEck ETF信托SMH |
| 28.04% | 26.81% | $5.54亿 | 84.5万股 | $3.10亿 | 80.9万股 | +3.5万股+4.36% | 加仓 |
| V先锋领航指数基金VOO |
| 21.97% | 10.97% | $4.34亿 | 58.9万股 | $1.27亿 | 22.0万股 | +36.9万股+167.94% | 加仓 |
| SSANDISK COMSNDK |
| 3.86% | 3.41% | $7,621.8万 | 3.4万股 | $3,942.0万 | 6.2万股 | -2.9万股-45.97% | 减仓 |
 礼来LLY |
| 3.44% | 3.45% | $6,789.6万 | 5.7万股 | $3,995.0万 | 4.3万股 | +1.3万股+30.33% | 加仓 |
 英伟达NVDA |
| 3.26% | 6.5% | $6,431.7万 | 32.1万股 | $7,518.7万 | 43.1万股 | -11.0万股-25.44% | 减仓 |
 应用材料AMAT |
| 2.27% | 0.1% | $4,481.6万 | 6.2万股 | $114.7万 | 3,356股 | +5.9万股+1,747.02% | 加仓 |
 美光科技MU |
| 1.75% | 0.83% | $3,458.0万 | 3.0万股 | $955.2万 | 2.8万股 | +1,685股+5.96% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 1.67% | 3.65% | $3,297.6万 | 43.2万股 | $4,224.7万 | 41.3万股 | +1.9万股+4.56% | 加仓 |
 Bloom EnergyBE |
| 1.6% | 0.23% | $3,167.7万 | 10.5万股 | $271.4万 | 2.0万股 | +8.5万股+422.51% | 加仓 |
 台积电TSM |
| 1.52% | 2.74% | $3,001.5万 | 6.3万股 | $3,166.8万 | 9.4万股 | -3.1万股-32.93% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 1.28% | — | $2,536.7万 | 34.3万股 | $0 | 0股 | +34.3万股 | 新买入 |
 阿里拉姆制药ALNY |
| 0.99% | 1.65% | $1,955.4万 | 6.5万股 | $1,911.9万 | 5.8万股 | +7,173股+12.41% | 加仓 |
 AMD超威AMD |
| 0.99% | 0.75% | $1,953.5万 | 3.4万股 | $871.3万 | 4.3万股 | -9,201股-21.48% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.86% | — | $1,704.8万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| FFRONTLINE PLC COM USD1FRO |
| 0.86% | 0.84% | $1,691.8万 | 48.6万股 | $976.1万 | 28.0万股 | +20.6万股+73.67% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.84% | — | $1,666.4万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
 西部数据WDC |
| 0.8% | 0.47% | $1,581.7万 | 2.5万股 | $546.1万 | 2.0万股 | +4,573股+22.65% | 加仓 |
 Ionis制药IONS |
| 0.71% | 0.4% | $1,410.5万 | 17.8万股 | $459.6万 | 6.1万股 | +11.7万股+190.68% | 加仓 |
| I景顺·KBW BANK ETFKBWB |
| 0.71% | — | $1,408.6万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
| DDUOLINGODUOL |
| 0.71% | — | $1,406.7万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
 泛林集团LRCX |
| 0.65% | — | $1,290.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 IRENIREN |
| 0.61% | 0.75% | $1,201.8万 | 26.3万股 | $865.9万 | 25.3万股 | +1.0万股+4.04% | 加仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.61% | 1.27% | $1,197.8万 | 90.3万股 | $1,465.1万 | 93.2万股 | -2.9万股-3.08% | 减仓 |
 德州仪器TXN |
| 0.6% | — | $1,183.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 CYTOKINETICSCYTK |
| 0.6% | — | $1,177.8万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
 安费诺APH |
| 0.58% | — | $1,140.4万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 0.54% | 0.71% | $1,058.0万 | 31.3万股 | $820.6万 | 24.9万股 | +6.3万股+25.42% | 加仓 |
 GILDAN ACTIVEWEARGIL |
| 0.51% | 1.15% | $1,006.9万 | 19.5万股 | $1,332.0万 | 23.9万股 | -4.4万股-18.47% | 减仓 |
| S道富XLI |
| 0.51% | 0.15% | $998.4万 | 5.4万股 | $169.8万 | 1.1万股 | +4.3万股+413.33% | 加仓 |
| EERASCAERAS |
| 0.44% | 0.5% | $875.7万 | 47.8万股 | $578.7万 | 35.8万股 | +12.0万股+33.65% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.95% | $866.6万 | 3.6万股 | $1,095.3万 | 5.3万股 | -1.6万股-30.86% | 减仓 |
| MMODINE MFGMOD |
| 0.44% | 0.69% | $866.3万 | 3.2万股 | $796.9万 | 3.7万股 | -4,330股-11.78% | 减仓 |
 渤健BIIB |
| 0.42% | — | $835.4万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 博通AVGO |
| 0.42% | 0.45% | $832.2万 | 2.2万股 | $517.2万 | 1.7万股 | +5,319股+31.83% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.41% | 0.3% | $819.1万 | 15.3万股 | $342.1万 | 6.9万股 | +8.3万股+120.48% | 加仓 |
 NetEase, Inc. ADRNTES |
| 0.41% | — | $816.2万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| SSpaceXSPCX |
| 0.41% | — | $810.0万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.4% | 0.15% | $799.7万 | 9.2万股 | $170.3万 | 2.5万股 | +6.6万股+261.92% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 1.11% | $736.2万 | 2.1万股 | $1,287.3万 | 4.5万股 | -2.4万股-53.57% | 减仓 |
 LumentumLITE |
| 0.37% | 0.64% | $730.1万 | 8,509股 | $743.2万 | 1.1万股 | -2,066股-19.54% | 减仓 |
 英特尔INTC |
| 0.36% | 0.18% | $720.4万 | 5.2万股 | $210.9万 | 4.8万股 | +3,802股+7.96% | 加仓 |
| BBANK OF AMERBAC |
| 0.36% | — | $719.9万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 伊顿ETN |
| 0.35% | 0.28% | $697.0万 | 1.6万股 | $323.7万 | 9,049股 | +7,309股+80.77% | 加仓 |
 TapestryTPR |
| 0.31% | 0.84% | $611.3万 | 4.2万股 | $975.1万 | 6.9万股 | -2.7万股-39.56% | 减仓 |
| AASE TECHNOLOGYASX |
| 0.31% | 0.83% | $606.9万 | 13.5万股 | $960.9万 | 44.3万股 | -30.9万股-69.65% | 减仓 |
 希捷STX |
| 0.31% | — | $604.7万 | 6,266股 | $0 | 0股 | +6,266股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.27% | 0.22% | $528.9万 | 2.1万股 | $250.2万 | 1.3万股 | +8,486股+66.98% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.29% | $528.8万 | 1.5万股 | $334.4万 | 1.2万股 | +3,169股+27.25% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.27% | — | $526.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 CloudflareNET |
| 0.26% | 0.14% | $512.1万 | 2.1万股 | $160.6万 | 7,781股 | +1.3万股+168.33% | 加仓 |
