| AAPPLOVINAPP |
| 15.41% | 18.71% | $8,753.0万 | 17.0万股 | $8,743.4万 | 22.0万股 | -5.0万股-22.67% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 10.77% | 14.87% | $6,116.6万 | 61.4万股 | $6,947.2万 | 89.7万股 | -28.2万股-31.48% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 10.37% | 10.26% | $5,891.3万 | 443.6万股 | $4,792.6万 | 596.1万股 | -152.5万股-25.58% | 减仓 |
 英伟达NVDA |
| 9.08% | 10.45% | $5,156.3万 | 25.8万股 | $4,883.2万 | 28.0万股 | -2.2万股-7.97% | 减仓 |
| VVanEck ETF信托GDX |
| 8.01% | 9.39% | $4,549.2万 | 60.3万股 | $4,387.9万 | 47.8万股 | +12.5万股+26.10% | 加仓 |
 VanEck ETF信托GDXJ |
| 7.02% | 8.77% | $3,987.5万 | 40.6万股 | $4,097.7万 | 34.1万股 | +6.4万股+18.89% | 加仓 |
 阿斯麦ASML |
| 6.98% | — | $3,966.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 6.56% | — | $3,727.0万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| FFORMFACTORFORM |
| 6.44% | — | $3,656.8万 | 22.9万股 | $0 | 0股 | +22.9万股 | 新买入 |
 VEON LTD SPONSORED ADSVEON |
| 5.8% | 5.53% | $3,292.4万 | 63.1万股 | $2,581.7万 | 55.8万股 | +7.3万股+13.09% | 加仓 |
 EQTEQT |
| 4.8% | 6.44% | $2,727.8万 | 51.3万股 | $3,007.6万 | 47.3万股 | +4.0万股+8.56% | 加仓 |
 DOLEDOLE |
| 4.15% | 4.15% | $2,355.4万 | 171.7万股 | $1,937.5万 | 135.6万股 | +36.1万股+26.62% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 3.38% | — | $1,921.0万 | 48.6万股 | $0 | 0股 | +48.6万股 | 新买入 |
| WWOLFSPEEDWOLF |
| 1.22% | — | $695.2万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
