 台积电TSM |
| 9.72% | 8.23% | $23.31亿 | 488.1万股 | $18.81亿 | 556.5万股 | -68.4万股-12.29% | 减仓 |
 亚马逊AMZN |
| 9.62% | 9.12% | $23.08亿 | 968.4万股 | $20.83亿 | 1,000.0万股 | -31.6万股-3.16% | 减仓 |
 英伟达NVDA |
| 9.34% | 9.17% | $22.41亿 | 1,119.9万股 | $20.95亿 | 1,201.2万股 | -81.3万股-6.77% | 减仓 |
 谷歌AGOOGL |
| 8.65% | 13.38% | $20.75亿 | 580.6万股 | $30.57亿 | 1,063.1万股 | -482.6万股-45.39% | 减仓 |
 Meta平台META |
| 6.63% | 7.73% | $15.90亿 | 282.3万股 | $17.66亿 | 308.7万股 | -26.4万股-8.54% | 减仓 |
 泛林集团LRCX |
| 5.72% | 3.65% | $13.71亿 | 316.3万股 | $8.33亿 | 390.0万股 | -73.7万股-18.89% | 减仓 |
| SSEA SPONSORD ADSSE |
| 5.02% | 5.59% | $12.04亿 | 1,255.9万股 | $12.77亿 | 1,541.6万股 | -285.7万股-18.53% | 减仓 |
 应用材料AMAT |
| 4.92% | 2.48% | $11.80亿 | 163.2万股 | $5.66亿 | 165.7万股 | -2.5万股-1.49% | 减仓 |
 GE VernovaGEV |
| 3.91% | 3.72% | $9.37亿 | 79.8万股 | $8.49亿 | 97.3万股 | -17.5万股-18.04% | 减仓 |
 微软MSFT |
| 3.53% | 4.05% | $8.46亿 | 226.7万股 | $9.25亿 | 250.0万股 | -23.3万股-9.32% | 减仓 |
 CorpayCPAY |
| 2.99% | 2.23% | $7.16亿 | 215.0万股 | $5.10亿 | 175.2万股 | +39.8万股+22.70% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.76% | — | $6.63亿 | 299.9万股 | $0 | 0股 | +299.9万股 | 新买入 |
 博通AVGO |
| 2.76% | 4.86% | $6.63亿 | 175.4万股 | $11.10亿 | 358.5万股 | -183.1万股-51.07% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 2.64% | 2.86% | $6.33亿 | 3,646.8万股 | $6.53亿 | 3,459.5万股 | +187.3万股+5.41% | 加仓 |
 英特尔INTC |
| 2.48% | 0.32% | $5.94亿 | 425.3万股 | $7,231.6万 | 163.9万股 | +261.4万股+159.52% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.24% | 3.36% | $5.38亿 | 117.1万股 | $7.67亿 | 158.1万股 | -40.9万股-25.89% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.89% | 1.73% | $4.52亿 | 180.9万股 | $3.95亿 | 200.0万股 | -19.1万股-9.53% | 减仓 |
 REDDIT CL ARDDT |
| 1.83% | 1.47% | $4.39亿 | 252.9万股 | $3.37亿 | 250.0万股 | +2.9万股+1.15% | 加仓 |
 AMD超威AMD |
| 1.63% | — | $3.92亿 | 67.5万股 | $0 | 0股 | +67.5万股 | 新买入 |
 BlockXYZ |
| 1.45% | 1.05% | $3.48亿 | 457.6万股 | $2.41亿 | 400.0万股 | +57.6万股+14.40% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.34% | 1.61% | $3.22亿 | 272.3万股 | $3.67亿 | 329.3万股 | -57.0万股-17.31% | 减仓 |
 希捷STX |
| 1.15% | — | $2.75亿 | 28.5万股 | $0 | 0股 | +28.5万股 | 新买入 |
 VisaV |
| 1.14% | — | $2.74亿 | 79.9万股 | $0 | 0股 | +79.9万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 1.08% | 1.02% | $2.60亿 | 15.3万股 | $2.33亿 | 13.5万股 | +1.8万股+13.42% | 加仓 |
 自由媒体FWONK |
| 0.9% | 1% | $2.17亿 | 227.9万股 | $2.28亿 | 268.2万股 | -40.3万股-15.04% | 减仓 |
 NubankNU |
| 0.61% | 0.69% | $1.47亿 | 1,103.3万股 | $1.59亿 | 1,103.3万股 | 00.00% | 持仓不变 |
| WWEALTHFRONTWLTH |
| 0.57% | 0.61% | $1.36亿 | 1,515.7万股 | $1.40亿 | 1,515.7万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.52% | 0.42% | $1.24亿 | 29.7万股 | $9,482.7万 | 35.0万股 | -5.3万股-15.12% | 减仓 |
| CCHIME FINLCHYM |
| 0.45% | 0.91% | $1.08亿 | 528.4万股 | $2.08亿 | 1,108.2万股 | -579.8万股-52.32% | 减仓 |
| EEQUIPMENTSHARE COMEQPT |
| 0.38% | 0.41% | $9,003.6万 | 458.0万股 | $9,328.7万 | 458.0万股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.37% | 0.36% | $8,851.9万 | 25.7万股 | $8,240.8万 | 25.7万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.36% | — | $8,685.9万 | 45.6万股 | $0 | 0股 | +45.6万股 | 新买入 |
 ServiceNowNOW |
| 0.36% | 0.69% | $8,672.0万 | 87.3万股 | $1.57亿 | 150.0万股 | -62.7万股-41.77% | 减仓 |
| SSpaceXSPCX |
| 0.27% | — | $6,407.3万 | 37.5万股 | $0 | 0股 | +37.5万股 | 新买入 |
| WWEBULLBULL |
| 0.18% | 0.14% | $4,384.1万 | 672.4万股 | $3,227.6万 | 672.4万股 | 00.00% | 持仓不变 |
| AATRENEWRERE |
| 0.16% | 0.2% | $3,804.7万 | 983.1万股 | $4,610.8万 | 983.1万股 | 00.00% | 持仓不变 |
| AAPPLIED DIGITALAPLD |
| 0.14% | — | $3,301.1万 | 88.5万股 | $0 | 0股 | +88.5万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 0.09% | — | $2,271.2万 | 92.7万股 | $0 | 0股 | +92.7万股 | 新买入 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.09% | — | $2,090.7万 | 81.7万股 | $0 | 0股 | +81.7万股 | 新买入 |
 优步UBER |
| 0.05% | 0.05% | $1,090.9万 | 15.1万股 | $1,087.4万 | 15.1万股 | 00.00% | 持仓不变 |
 JD COM INCJD |
| 0.02% | 0.04% | $513.4万 | 20.2万股 | $1,018.1万 | 34.4万股 | -14.3万股-41.48% | 减仓 |
| DDOORDASHDASH |
| 0.02% | 0.02% | $467.5万 | 2.5万股 | $380.4万 | 2.5万股 | 00.00% | 持仓不变 |
| PPONY AI INC SPONSORED ADSPONY |
| 0.01% | 0.12% | $215.6万 | 31.0万股 | $2,737.6万 | 290.0万股 | -259.0万股-89.30% | 减仓 |
| AACCELERANTARX |
| <0.01% | <0.01% | $87.9万 | 7.5万股 | $100.2万 | 7.5万股 | 00.00% | 持仓不变 |
| GGEMINI SPACE STAGEMI |
| <0.01% | <0.01% | $29.8万 | 7.0万股 | $30.9万 | 7.0万股 | 00.00% | 持仓不变 |
| MMNTNMNTN |
| <0.01% | <0.01% | $18.4万 | 2.0万股 | $17.6万 | 2.0万股 | 00.00% | 持仓不变 |
