 美光科技MU |
| 8.9% | 4.45% | $2,781.3万 | 2.4万股 | $1,203.4万 | 3.6万股 | -1.2万股-32.35% | 减仓 |
 英伟达NVDA |
| 7.05% | 7.1% | $2,205.4万 | 11.0万股 | $1,922.2万 | 11.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 6.87% | 5.74% | $2,147.4万 | 4.5万股 | $1,553.9万 | 4.6万股 | -1,014股-2.21% | 减仓 |
| SSEA SPONSORD ADSSE |
| 5.41% | 4.27% | $1,689.9万 | 17.6万股 | $1,156.7万 | 14.0万股 | +3.7万股+26.25% | 加仓 |
 RobinhoodHOOD |
| 5.27% | 3.3% | $1,648.1万 | 16.4万股 | $894.1万 | 12.9万股 | +3.5万股+27.39% | 加仓 |
 亚马逊AMZN |
| 5.11% | 5.15% | $1,596.9万 | 6.7万股 | $1,395.4万 | 6.7万股 | +3股+0.00% | 加仓 |
 谷歌AGOOGL |
| 4.56% | 1.89% | $1,425.8万 | 4.0万股 | $512.1万 | 1.8万股 | +2.2万股+124.02% | 加仓 |
 AXON ENTERPRISEAXON |
| 4.5% | 3.74% | $1,406.4万 | 2.5万股 | $1,011.2万 | 2.4万股 | +1,277股+5.36% | 加仓 |
 泛林集团LRCX |
| 4.26% | 2.43% | $1,332.1万 | 3.1万股 | $656.8万 | 3.1万股 | 00.00% | 持仓不变 |
 NubankNU |
| 4.15% | 4.72% | $1,298.7万 | 97.2万股 | $1,277.6万 | 88.9万股 | +8.3万股+9.33% | 加仓 |
 TJXTJX |
| 4.14% | 5.05% | $1,295.5万 | 8.6万股 | $1,365.6万 | 8.6万股 | 00.00% | 持仓不变 |
 BlockXYZ |
| 4.1% | 3.75% | $1,282.1万 | 16.9万股 | $1,015.2万 | 16.9万股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 3.84% | 4.8% | $1,199.9万 | 11.8万股 | $1,298.1万 | 12.0万股 | -1,725股-1.44% | 减仓 |
 ShopifySHOP |
| 2.7% | 3.28% | $842.7万 | 7.4万股 | $887.9万 | 7.5万股 | -1,048股-1.40% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.61% | 3.61% | $815.4万 | 4,804股 | $975.9万 | 5,644股 | -840股-14.88% | 减仓 |
 NETFLIXNFLX |
| 2.43% | 3.78% | $760.0万 | 10.6万股 | $1,023.4万 | 10.6万股 | 00.00% | 持仓不变 |
| WWINGSTOPWING |
| 2.24% | 1.77% | $701.8万 | 4.0万股 | $479.0万 | 3.1万股 | +9,560股+30.93% | 加仓 |
 微软MSFT |
| 2.21% | 3.49% | $690.3万 | 1.9万股 | $943.9万 | 2.5万股 | -6,993股-27.42% | 减仓 |
 嘉信理财SCHW |
| 2.16% | 1.98% | $676.2万 | 7.3万股 | $536.5万 | 5.7万股 | +1.6万股+28.38% | 加仓 |
 阿斯麦ASML |
| 2.11% | 1.63% | $660.7万 | 3,321股 | $442.3万 | 3,349股 | -28股-0.84% | 减仓 |
 ServiceNowNOW |
| 1.84% | 2.24% | $576.7万 | 5.8万股 | $607.3万 | 5.8万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.57% | 1.84% | $490.7万 | 8,712股 | $498.4万 | 8,712股 | 00.00% | 持仓不变 |
| MMEDLINE COM CL AMDLN |
| 1.46% | — | $457.2万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 财捷INTU |
| 1.46% | 2.79% | $456.5万 | 1.7万股 | $756.3万 | 1.7万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 1.37% | 3.47% | $427.6万 | 10.4万股 | $938.0万 | 17.8万股 | -7.3万股-41.35% | 减仓 |
 Bloom EnergyBE |
| 1.28% | — | $400.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 QUANTA SVCSPWR |
| 1.25% | — | $391.5万 | 5,437股 | $0 | 0股 | +5,437股 | 新买入 |
 ZILLOW CL AZ |
| 1.02% | 1.54% | $318.0万 | 10.1万股 | $417.5万 | 10.1万股 | 00.00% | 持仓不变 |
 AMER SPORTS INC COM SHSAS |
| 0.83% | — | $258.4万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 NEBIUSNBIS |
| 0.76% | — | $237.9万 | 8,616股 | $0 | 0股 | +8,616股 | 新买入 |
 布鲁克菲尔德BN |
| 0.7% | 0.77% | $218.8万 | 5.1万股 | $207.9万 | 5.1万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.66% | — | $206.1万 | 4,488股 | $0 | 0股 | +4,488股 | 新买入 |
| SSONY SPONSORED ADRSONY |
| 0.63% | 1.08% | $195.7万 | 9.8万股 | $291.5万 | 14.1万股 | -4.3万股-30.73% | 减仓 |
 SAP SPON ADRSAP |
| 0.53% | 0.72% | $166.6万 | 1.1万股 | $195.1万 | 1.1万股 | -585股-5.13% | 减仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| <0.01% | <0.01% | $8,742 | 177股 | $8,291 | 177股 | 00.00% | 持仓不变 |
| RROUNDHILL ETF TRUSTNCLD |
| <0.01% | — | $2,806 | 38股 | $0 | 0股 | +38股 | 新买入 |
