 特斯拉TSLA |
| 12.31% | 17.21% | $1.89亿 | 44.9万股 | $1.67亿 | 44.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 9.88% | 13.63% | $1.51亿 | 75.7万股 | $1.32亿 | 75.7万股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 8.68% | 3.34% | $1.33亿 | 5.9万股 | $3,233.9万 | 5.1万股 | +7,600股+14.93% | 加仓 |
 博通AVGO |
| 8.02% | 9.59% | $1.23亿 | 32.5万股 | $9,294.6万 | 30.0万股 | +2.5万股+8.33% | 加仓 |
 帕兰提尔PLTR |
| 6.39% | 12.67% | $9,788.5万 | 83.9万股 | $1.23亿 | 83.9万股 | 00.00% | 持仓不变 |
| DD-WAVE QUANTUMQBTS |
| 4.89% | 4.65% | $7,488.1万 | 312.1万股 | $4,504.1万 | 312.1万股 | 00.00% | 持仓不变 |
| RROCKET LAB COMRKLB |
| 4.66% | 4.36% | $7,142.3万 | 70.3万股 | $4,220.8万 | 65.7万股 | +4.5万股+6.91% | 加仓 |
 RIGETTI COMPUTINGRGTI |
| 4.44% | 5.1% | $6,804.4万 | 352.2万股 | $4,944.8万 | 352.2万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 4.23% | 2.53% | $6,489.4万 | 10.2万股 | $2,447.9万 | 9.1万股 | +1.1万股+12.27% | 加仓 |
 美光科技MU |
| 3.83% | 0.91% | $5,863.8万 | 5.1万股 | $878.4万 | 2.6万股 | +2.5万股+95.38% | 加仓 |
 阿斯麦ASML |
| 3.76% | 3.95% | $5,769.4万 | 2.9万股 | $3,830.4万 | 2.9万股 | 00.00% | 持仓不变 |
 希捷STX |
| 2.74% | 1.49% | $4,197.8万 | 4.4万股 | $1,441.7万 | 3.7万股 | +6,700股+18.21% | 加仓 |
| IIONQIONQ |
| 2.67% | 2.29% | $4,095.2万 | 76.9万股 | $2,216.7万 | 76.9万股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 2.49% | 2.95% | $3,817.1万 | 48.4万股 | $2,860.3万 | 48.4万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 2.06% | 1.39% | $3,155.7万 | 8.9万股 | $1,346.4万 | 8.9万股 | 00.00% | 持仓不变 |
 NetAppNTAP |
| 1.55% | 1.62% | $2,375.6万 | 15.4万股 | $1,571.7万 | 15.4万股 | 00.00% | 持仓不变 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.47% | 0.6% | $2,259.2万 | 15.2万股 | $580.2万 | 6.9万股 | +8.4万股+122.31% | 加仓 |
 Bloom EnergyBE |
| 1.46% | 1.03% | $2,240.0万 | 7.4万股 | $1,002.6万 | 7.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.14% | 1.83% | $1,745.4万 | 3.1万股 | $1,772.7万 | 3.1万股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 1.13% | 0.67% | $1,728.3万 | 3.5万股 | $653.4万 | 1.7万股 | +1.8万股+109.32% | 加仓 |
 联合健康UNH |
| 1.12% | 1.16% | $1,722.1万 | 4.1万股 | $1,121.2万 | 4.1万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 1.11% | 1.03% | $1,699.0万 | 2.0万股 | $997.9万 | 1.4万股 | +5,600股+39.44% | 加仓 |
| AAPPLOVINAPP |
| 1.07% | 1.31% | $1,643.6万 | 3.2万股 | $1,269.6万 | 3.2万股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 1% | 1.15% | $1,528.3万 | 4.6万股 | $1,113.7万 | 4.6万股 | 00.00% | 持仓不变 |
| MMAXLINEARMXL |
| 0.96% | — | $1,471.1万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.9% | — | $1,373.3万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 康宁GLW |
| 0.89% | — | $1,361.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 谷歌AGOOGL |
| 0.72% | 0.92% | $1,107.8万 | 3.1万股 | $891.4万 | 3.1万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.67% | — | $1,024.7万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 PALO ALTOPANW |
| 0.66% | 0.49% | $1,006.0万 | 3.0万股 | $472.9万 | 3.0万股 | 00.00% | 持仓不变 |
| UUSA RARE EARTH INC COMUSAR |
| 0.65% | 0.72% | $991.3万 | 45.9万股 | $695.3万 | 45.9万股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 0.51% | — | $788.6万 | 37.5万股 | $0 | 0股 | +37.5万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.39% | — | $591.0万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 甲骨文ORCL |
| 0.38% | 0.61% | $586.2万 | 4.0万股 | $588.4万 | 4.0万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.36% | — | $552.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.3% | — | $453.2万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| QQUANTUM COMPUTINGQUBT |
| 0.23% | 0.26% | $351.4万 | 36.2万股 | $248.2万 | 36.2万股 | 00.00% | 持仓不变 |
 CELSIUSCELH |
| 0.21% | 0.4% | $322.1万 | 11.0万股 | $390.3万 | 11.0万股 | 00.00% | 持仓不变 |
 SYMBOTIC CLASS A COMSYM |
| 0.08% | 0.15% | $122.0万 | 2.7万股 | $144.4万 | 2.7万股 | 00.00% | 持仓不变 |
