Uncertainty with my portfolio, should I reallocate, trim, hold?

My portfolio is heavily tilted into semi/ai/tech ETFs.
My core is QQQM, but this month has made me evaluate my portfolio and consider if it’s the right move to hold it as a core position for long term.

I’m in my 20s, and my approach is long term / growth / and some trading (take profit and add to core).

My question is, should I keep a high amount invested into QQQM and let it ride out ? Hold and buy a position in VOO or trim my QQQM position for VOO?

Any advice is greatly appreciated.