 美光科技MU |
| 22.97% | 6.76% | $9,884.0万 | 8.6万股 | $1,626.3万 | 4.8万股 | +3.7万股+77.88% | 加仓 |
| SSANDISK COMSNDK |
| 12.59% | 4.27% | $5,417.8万 | 2.4万股 | $1,028.6万 | 1.6万股 | +7,638股+47.18% | 加仓 |
 英伟达NVDA |
| 7.47% | 9.4% | $3,211.7万 | 16.1万股 | $2,263.2万 | 13.0万股 | +3.1万股+23.72% | 加仓 |
 特斯拉TSLA |
| 2.96% | 4.73% | $1,273.7万 | 3.0万股 | $1,139.0万 | 3.1万股 | -358股-1.17% | 减仓 |
 微软MSFT |
| 2.95% | 2.81% | $1,268.8万 | 3.4万股 | $675.7万 | 1.8万股 | +1.6万股+86.33% | 加仓 |
 迈威尔MRVL |
| 2.2% | 0.39% | $947.1万 | 3.2万股 | $92.9万 | 9,380股 | +2.2万股+238.97% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 2.16% | 2.6% | $930.6万 | 51.9万股 | $627.0万 | 39.5万股 | +12.4万股+31.44% | 加仓 |
 帕兰提尔PLTR |
| 1.86% | 5.22% | $801.9万 | 6.9万股 | $1,256.8万 | 8.6万股 | -1.7万股-20.00% | 减仓 |
 英特尔INTC |
| 1.81% | 0.7% | $780.2万 | 5.6万股 | $168.7万 | 3.8万股 | +1.8万股+46.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.74% | $598.0万 | 1.7万股 | $418.0万 | 1.5万股 | +2,358股+16.19% | 加仓 |
 Meta平台META |
| 1.29% | 1.44% | $556.3万 | 9,876股 | $345.6万 | 6,040股 | +3,836股+63.51% | 加仓 |
 西部数据WDC |
| 1.22% | 0.31% | $524.2万 | 8,207股 | $75.5万 | 2,791股 | +5,416股+194.05% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 1.19% | 1.07% | $511.7万 | 5.8万股 | $257.6万 | 3.1万股 | +2.6万股+85.22% | 加仓 |
| I景顺QQQ信托VOO |
| 1.14% | 1.5% | $490.1万 | 6,656股 | $361.3万 | 6,259股 | +397股+6.34% | 加仓 |
 博通AVGO |
| 1.14% | 2.05% | $488.6万 | 1.3万股 | $494.5万 | 1.6万股 | -3,041股-19.03% | 减仓 |
 台积电TSM |
| 0.98% | 1.07% | $422.6万 | 8,848股 | $258.7万 | 7,655股 | +1,193股+15.58% | 加仓 |
| IIONQIONQ |
| 0.98% | 0.89% | $419.5万 | 7.9万股 | $214.1万 | 7.4万股 | +4,496股+6.05% | 加仓 |
 Arm控股ARM |
| 0.89% | 0.67% | $383.3万 | 1.1万股 | $161.4万 | 1.1万股 | +143股+1.34% | 加仓 |
 NETFLIXNFLX |
| 0.89% | 1.78% | $381.3万 | 5.3万股 | $429.2万 | 4.5万股 | +8,747股+19.59% | 加仓 |
 谷歌AGOOGL |
| 0.85% | 1.49% | $364.2万 | 1.0万股 | $358.8万 | 1.2万股 | -2,288股-18.33% | 减仓 |
 AMD超威AMD |
| 0.84% | 0.68% | $360.7万 | 6,209股 | $163.2万 | 8,020股 | -1,811股-22.58% | 减仓 |
 LumentumLITE |
| 0.79% | 1.36% | $338.0万 | 3,939股 | $327.1万 | 4,654股 | -715股-15.36% | 减仓 |
 希捷STX |
| 0.76% | 0.3% | $324.9万 | 3,367股 | $72.3万 | 1,846股 | +1,521股+82.39% | 加仓 |
 亚马逊AMZN |
| 0.67% | 1.04% | $287.5万 | 1.2万股 | $251.0万 | 1.2万股 | +14股+0.12% | 加仓 |
 应用材料AMAT |
| 0.64% | 0.11% | $275.0万 | 3,803股 | $26.7万 | 781股 | +3,022股+386.94% | 加仓 |
| AASTERA LABSALAB |
| 0.63% | 0.43% | $270.0万 | 5,590股 | $102.5万 | 9,355股 | -3,765股-40.25% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.62% | — | $266.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 IRENIREN |
| 0.62% | 1.18% | $266.4万 | 5.8万股 | $284.8万 | 8.3万股 | -2.5万股-29.88% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.61% | 1.42% | $262.8万 | 3.3万股 | $341.0万 | 3.7万股 | -3,695股-10.04% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.58% | 0.59% | $250.3万 | 9,203股 | $141.4万 | 1.5万股 | -5,865股-38.92% | 减仓 |
 CloudflareNET |
| 0.58% | 0.62% | $248.8万 | 1.0万股 | $149.8万 | 7,259股 | +2,886股+39.76% | 加仓 |
| SStrategyMSTR |
| 0.56% | 1.18% | $242.8万 | 2.8万股 | $284.8万 | 2.3万股 | +5,114股+22.42% | 加仓 |
 Bloom EnergyBE |
| 0.53% | 0.27% | $228.5万 | 7,550股 | $66.1万 | 4,875股 | +2,675股+54.87% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.51% | 1.16% | $220.0万 | 2.2万股 | $278.5万 | 3.6万股 | -1.4万股-38.53% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 0.48% | 0.21% | $205.9万 | 2.6万股 | $50.1万 | 1.0万股 | +1.5万股+150.58% | 加仓 |
| Q高通QCOM |
| 0.48% | 0.44% | $205.4万 | 1.1万股 | $106.1万 | 8,236股 | +2,882股+34.99% | 加仓 |
 ServiceNowNOW |
| 0.47% | 0.16% | $200.1万 | 2.0万股 | $37.4万 | 3,576股 | +1.7万股+463.59% | 加仓 |
 苹果AAPL |
| 0.46% | 0.65% | $197.5万 | 6,824股 | $155.4万 | 6,125股 | +699股+11.41% | 加仓 |
 VanEck ETF信托SMH |
| 0.45% | — | $192.7万 | 2,938股 | $0 | 0股 | +2,938股 | 新买入 |
 甲骨文ORCL |
| 0.44% | 1.08% | $189.3万 | 1.3万股 | $259.2万 | 1.8万股 | -4,703股-26.69% | 减仓 |
 COINBASE GLOBALCOIN |
| 0.42% | 1.08% | $182.7万 | 1.3万股 | $260.7万 | 1.5万股 | -2,432股-16.29% | 减仓 |
 礼来LLY |
| 0.42% | 0.7% | $180.5万 | 1,505股 | $168.5万 | 1,832股 | -327股-17.85% | 减仓 |
| IiShares白银信托SLV |
| 0.39% | 1.12% | $165.7万 | 3.1万股 | $269.4万 | 4.0万股 | -8,550股-21.63% | 减仓 |
 GE VernovaGEV |
| 0.38% | 0.38% | $163.8万 | 1,394股 | $91.0万 | 1,043股 | +351股+33.65% | 加仓 |
 联合健康UNH |
| 0.36% | 3.78% | $156.4万 | 3,764股 | $909.9万 | 3.4万股 | -3.0万股-88.81% | 减仓 |
| OOKLOOKLO |
| 0.35% | 0.42% | $152.0万 | 2.9万股 | $101.6万 | 2.0万股 | +8,566股+41.82% | 加仓 |
 REDDIT CL ARDDT |
| 0.35% | 0.29% | $150.5万 | 8,671股 | $70.2万 | 5,213股 | +3,458股+66.33% | 加仓 |
| JJOBY AVIATIONJOBY |
| 0.34% | 0.47% | $147.6万 | 16.6万股 | $113.8万 | 13.8万股 | +2.8万股+20.14% | 加仓 |
 ADOBE COMADBE |
| 0.32% | 0.57% | $138.0万 | 6,732股 | $136.4万 | 5,611股 | +1,121股+19.98% | 加仓 |
| IiShares安硕信托TLT |
| 0.32% | 0.63% | $135.7万 | 1.6万股 | $151.7万 | 1.7万股 | -1,790股-10.23% | 减仓 |
