| 序号 | 股票代码 | 股票简称 | 变动数量(股) | 变动市值(元) | 变动类型 |
| 1 | APP | Applovin Corp-A | 12,500.00 | 63,819,824.63 | 新增 |
| 2 | NVDA | 英伟达 | 25,000.00 | 55,389,330.82 | 仓增 |
| 3 | GOOGL | 谷歌-A | 4,400.00 | 40,384,743.04 | 仓增 |
| 4 | AAPL | 苹果 | 4,800.00 | 25,110,969.04 | 仓增 |
| 5 | AVGO | 博通 | 2,750.00 | 24,896,159.28 | 仓增 |
| 6 | MSFT | 微软 | 0.00 | 5,773,516.30 | 持有 |
| 7 | META | Meta Platforms Inc-A | 200.00 | -15,069.43 | 仓增 |
| 8 | AMZN | 亚马逊 | -700.00 | -1,822,199.82 | 减仓 |
| 9 | V | 维萨 | 0.00 | -3,096,808.58 | 持有 |
| 10 | NFLX | 奈飞 | 0.00 | -7,738,432.19 | 持有 |