 AMD超威AMD |
| 20.77% | 9.11% | $26.09亿 | 449.1万股 | $6.89亿 | 338.6万股 | +110.6万股+32.65% | 加仓 |
 美光科技MU |
| 9.59% | 6.08% | $12.05亿 | 104.4万股 | $4.60亿 | 136.1万股 | -31.7万股-23.26% | 减仓 |
 英伟达NVDA |
| 7.64% | 11% | $9.60亿 | 479.6万股 | $8.32亿 | 476.9万股 | +2.7万股+0.56% | 加仓 |
| SSPDR行业精选信托XLK |
| 6.07% | 7.03% | $7.62亿 | 400.0万股 | $5.32亿 | 400.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 4.9% | 1.5% | $6.16亿 | 900.0万股 | $1.14亿 | 200.0万股 | +700.0万股+350.00% | 加仓 |
 特斯拉TSLA |
| 4.78% | 10.87% | $6.01亿 | 142.8万股 | $8.22亿 | 221.2万股 | -78.4万股-35.44% | 减仓 |
| IiShares安硕信托HYG |
| 4.77% | 6.58% | $6.00亿 | 750.0万股 | $4.97亿 | 625.0万股 | +125.0万股+20.00% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.95% | 1.09% | $3.71亿 | 86.0万股 | $8,206.5万 | 50.0万股 | +36.0万股+72.00% | 加仓 |
 Meta平台META |
| 2.69% | 4.49% | $3.38亿 | 60.0万股 | $3.39亿 | 59.3万股 | +7,381股+1.24% | 加仓 |
| IIBMIBM |
| 2.66% | 2.29% | $3.34亿 | 118.8万股 | $1.73亿 | 71.4万股 | +47.3万股+66.24% | 加仓 |
 OKTA CLASS AOKTA |
| 2.43% | 2.02% | $3.05亿 | 223.7万股 | $1.52亿 | 193.7万股 | +30.0万股+15.49% | 加仓 |
 博通AVGO |
| 2.35% | 0.31% | $2.95亿 | 78.0万股 | $2,346.1万 | 7.6万股 | +70.4万股+928.95% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.82% | — | $2.29亿 | 90.0万股 | $0 | 0股 | +90.0万股 | 新买入 |
 ADOBE COMADBE |
| 1.77% | 2.54% | $2.22亿 | 108.2万股 | $1.92亿 | 79.1万股 | +29.1万股+36.73% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.56% | — | $1.95亿 | 55.3万股 | $0 | 0股 | +55.3万股 | 新买入 |
 联合健康UNH |
| 1.49% | 0.76% | $1.87亿 | 44.9万股 | $5,722.2万 | 21.1万股 | +23.8万股+112.51% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.42% | 1.32% | $1.78亿 | 350.0万股 | $9,994.0万 | 200.0万股 | +150.0万股+75.00% | 加仓 |
 英特尔INTC |
| 1.33% | — | $1.68亿 | 120.0万股 | $0 | 0股 | +120.0万股 | 新买入 |
 微软MSFT |
| 1.3% | 0.58% | $1.64亿 | 43.9万股 | $4,392.8万 | 11.9万股 | +32.0万股+269.74% | 加仓 |
 迈威尔MRVL |
| 0.95% | 1.31% | $1.19亿 | 40.0万股 | $9,905.0万 | 100.0万股 | -60.0万股-60.00% | 减仓 |
 帕兰提尔PLTR |
| 0.94% | 1.57% | $1.18亿 | 100.9万股 | $1.19亿 | 81.1万股 | +19.8万股+24.35% | 加仓 |
 亚马逊AMZN |
| 0.88% | 2.16% | $1.10亿 | 46.2万股 | $1.64亿 | 78.6万股 | -32.4万股-41.20% | 减仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.82% | 1.13% | $1.02亿 | 418.5万股 | $8,529.0万 | 300.0万股 | +118.5万股+39.49% | 加仓 |
 苹果AAPL |
| 0.74% | 2.69% | $9,246.1万 | 32.0万股 | $2.03亿 | 80.1万股 | -48.2万股-60.12% | 减仓 |
 甲骨文ORCL |
| 0.72% | 2.29% | $9,010.2万 | 61.5万股 | $1.73亿 | 117.5万股 | -56.0万股-47.67% | 减仓 |
 思科CSCO |
| 0.7% | 0.77% | $8,809.5万 | 75.0万股 | $5,826.9万 | 75.1万股 | -981股-0.13% | 减仓 |
 礼来LLY |
| 0.67% | 1.04% | $8,396.0万 | 7.0万股 | $7,898.3万 | 8.6万股 | -1.6万股-18.48% | 减仓 |
| EEBAY COMEBAY |
| 0.67% | 0.9% | $8,381.3万 | 75.0万股 | $6,826.5万 | 75.0万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.66% | 0.36% | $8,315.6万 | 45.0万股 | $2,750.6万 | 21.4万股 | +23.6万股+110.69% | 加仓 |
 赛富时CRM |
| 0.66% | 0.98% | $8,303.1万 | 53.0万股 | $7,409.9万 | 39.7万股 | +13.3万股+33.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 1.06% | $8,031.3万 | 16.1万股 | $7,987.9万 | 16.7万股 | -6,192股-3.71% | 减仓 |
 PAYPAL COMPYPL |
| 0.52% | 0.9% | $6,477.0万 | 150.0万股 | $6,784.5万 | 150.0万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.48% | 1.15% | $6,033.4万 | 20.2万股 | $8,700.4万 | 44.8万股 | -24.6万股-54.83% | 减仓 |
 AMERICAN INTL COM NEWAIG |
| 0.47% | 0.8% | $5,962.4万 | 80.0万股 | $6,020.0万 | 80.0万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.44% | 0.67% | $5,538.3万 | 43.8万股 | $5,061.4万 | 36.3万股 | +7.5万股+20.71% | 加仓 |
 星巴克SBUX |
| 0.44% | 0.66% | $5,533.6万 | 54.2万股 | $5,016.3万 | 56.0万股 | -1.8万股-3.29% | 减仓 |
 优步UBER |
| 0.43% | 0.71% | $5,412.0万 | 75.0万股 | $5,394.8万 | 75.0万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.38% | 0.56% | $4,733.6万 | 196.6万股 | $4,212.0万 | 150.0万股 | +46.6万股+31.05% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.36% | 0.59% | $4,485.0万 | 100.0万股 | $4,445.0万 | 100.0万股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.34% | 0.5% | $4,293.0万 | 30.0万股 | $3,799.9万 | 30.1万股 | -912股-0.30% | 减仓 |
| BBANK OF AMERBAC |
| 0.34% | 0.54% | $4,273.5万 | 75.0万股 | $4,050.0万 | 83.1万股 | -8.1万股-9.72% | 减仓 |
 ETSY COMETSY |
| 0.34% | 0.37% | $4,248.6万 | 56.4万股 | $2,818.9万 | 56.4万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.34% | 0.6% | $4,233.4万 | 100.0万股 | $4,518.0万 | 90.0万股 | +10.0万股+11.10% | 加仓 |
 VanEck ETF信托SMH |
| 0.33% | — | $4,191.9万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 欧特克ADSK |
| 0.32% | 0.52% | $4,026.4万 | 20.7万股 | $3,902.7万 | 16.3万股 | +4.4万股+27.04% | 加仓 |
 康菲石油COP |
| 0.32% | 0.61% | $4,009.8万 | 38.6万股 | $4,620.0万 | 35.0万股 | +3.6万股+10.20% | 加仓 |
 ServiceNowNOW |
| 0.32% | — | $3,971.2万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.3% | 0.48% | $3,768.4万 | 45.6万股 | $3,635.5万 | 45.7万股 | -660股-0.14% | 减仓 |
 耐克NKE |
| 0.3% | 0.48% | $3,736.1万 | 91.0万股 | $3,638.5万 | 68.9万股 | +22.1万股+32.13% | 加仓 |
 惠普HPQ |
| 0.26% | 0.42% | $3,291.0万 | 150.0万股 | $3,142.2万 | 163.6万股 | -13.6万股-8.30% | 减仓 |
