| SSANDISK COMSNDK |
| 8.88% | 3.49% | $7.41亿 | 32.6万股 | $2.09亿 | 32.9万股 | -3,180股-0.97% | 减仓 |
 美光科技MU |
| 6.2% | 2.54% | $5.17亿 | 44.8万股 | $1.52亿 | 44.9万股 | -1,185股-0.26% | 减仓 |
 英伟达NVDA |
| 5.61% | 6.88% | $4.68亿 | 233.7万股 | $4.12亿 | 236.1万股 | -2.4万股-1.01% | 减仓 |
 苹果AAPL |
| 4.94% | 6.18% | $4.12亿 | 142.4万股 | $3.70亿 | 145.6万股 | -3.2万股-2.23% | 减仓 |
 AMD超威AMD |
| 4.31% | 1.12% | $3.60亿 | 61.9万股 | $6,715.9万 | 33.0万股 | +28.9万股+87.55% | 加仓 |
 泛林集团LRCX |
| 3.58% | 2.36% | $2.98亿 | 68.8万股 | $1.41亿 | 66.0万股 | +2.8万股+4.28% | 加仓 |
 亚马逊AMZN |
| 3.55% | 4.29% | $2.96亿 | 124.1万股 | $2.57亿 | 123.3万股 | +7,963股+0.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.41% | 3.86% | $2.84亿 | 80.4万股 | $2.31亿 | 80.5万股 | -1,748股-0.22% | 减仓 |
 应用材料AMAT |
| 3.25% | 1.35% | $2.71亿 | 37.4万股 | $8,085.4万 | 23.7万股 | +13.8万股+58.21% | 加仓 |
 博通AVGO |
| 2.84% | 2.99% | $2.36亿 | 62.6万股 | $1.79亿 | 57.7万股 | +4.9万股+8.41% | 加仓 |
 阿斯麦ASML |
| 2.55% | 2.29% | $2.13亿 | 10.7万股 | $1.37亿 | 10.4万股 | +3,302股+3.18% | 加仓 |
 微软MSFT |
| 2.43% | 4.02% | $2.03亿 | 54.4万股 | $2.40亿 | 64.9万股 | -10.5万股-16.23% | 减仓 |
| IINNIO NVINIO |
| 2.36% | — | $1.97亿 | 497.0万股 | $0 | 0股 | +497.0万股 | 新买入 |
| TTERADYNETER |
| 2.11% | 1.5% | $1.76亿 | 36.3万股 | $8,949.4万 | 30.2万股 | +6.1万股+20.23% | 加仓 |
 特斯拉TSLA |
| 1.89% | 3.11% | $1.58亿 | 37.5万股 | $1.86亿 | 50.1万股 | -12.6万股-25.15% | 减仓 |
 谷歌AGOOGL |
| 1.85% | 2.06% | $1.54亿 | 43.0万股 | $1.23亿 | 42.9万股 | +1,343股+0.31% | 加仓 |
 英特尔INTC |
| 1.8% | 0.89% | $1.50亿 | 107.3万股 | $5,336.5万 | 120.9万股 | -13.6万股-11.24% | 减仓 |
 Meta平台META |
| 1.56% | 2.49% | $1.30亿 | 23.1万股 | $1.49亿 | 26.1万股 | -3.0万股-11.53% | 减仓 |
| FFORMFACTORFORM |
| 1.49% | 0.02% | $1.24亿 | 77.6万股 | $116.4万 | 1.2万股 | +76.4万股+6,366.67% | 加仓 |
 希捷STX |
| 1.41% | 0.29% | $1.17亿 | 12.2万股 | $1,714.5万 | 4.4万股 | +7.8万股+177.85% | 加仓 |
 沃尔玛WMT |
| 1.34% | 2.43% | $1.12亿 | 98.9万股 | $1.45亿 | 116.9万股 | -18.0万股-15.41% | 减仓 |
 思科CSCO |
| 1.12% | 1.05% | $9,349.5万 | 79.6万股 | $6,282.4万 | 81.0万股 | -1.4万股-1.69% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.04% | — | $8,628.7万 | 22.8万股 | $0 | 0股 | +22.8万股 | 新买入 |
 好市多COST |
| 1.01% | 1.52% | $8,381.4万 | 9.0万股 | $9,103.1万 | 9.1万股 | -1,761股-1.93% | 减仓 |
 科磊KLAC |
| 0.98% | 0.66% | $8,130.5万 | 26.9万股 | $3,964.6万 | 2.7万股 | +24.3万股+900.82% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 0.83% | 1.42% | $6,925.4万 | 90.8万股 | $8,489.0万 | 83.1万股 | +7.7万股+9.28% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.79% | — | $6,584.5万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 PALO ALTOPANW |
| 0.74% | 0.43% | $6,193.0万 | 18.2万股 | $2,559.4万 | 16.0万股 | +2.2万股+13.75% | 加仓 |
 NETFLIXNFLX |
| 0.73% | 1.37% | $6,071.6万 | 85.0万股 | $8,219.3万 | 85.5万股 | -4,476股-0.52% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.71% | 3.36% | $5,886.7万 | 22.6万股 | $2.01亿 | 114.4万股 | -91.9万股-80.26% | 减仓 |
 迈威尔MRVL |
| 0.67% | 0.29% | $5,598.8万 | 18.8万股 | $1,749.9万 | 17.7万股 | +1.1万股+6.39% | 加仓 |
 德州仪器TXN |
| 0.66% | 0.61% | $5,478.3万 | 18.4万股 | $3,621.9万 | 18.7万股 | -2,767股-1.48% | 减仓 |
 帕兰提尔PLTR |
| 0.65% | 1.14% | $5,414.5万 | 46.4万股 | $6,815.2万 | 46.6万股 | -1,815股-0.39% | 减仓 |
 西部数据WDC |
| 0.64% | 0.32% | $5,372.1万 | 8.4万股 | $1,895.2万 | 7.0万股 | +1.4万股+20.04% | 加仓 |
 林德LIN |
| 0.59% | 0.78% | $4,878.3万 | 9.4万股 | $4,689.8万 | 9.5万股 | -592股-0.63% | 减仓 |
| Q高通QCOM |
| 0.56% | 0.47% | $4,700.0万 | 25.4万股 | $2,826.4万 | 21.9万股 | +3.5万股+15.89% | 加仓 |
 AMGEN COMAMGN |
| 0.56% | 0.78% | $4,686.1万 | 12.9万股 | $4,646.7万 | 13.2万股 | -2,659股-2.01% | 减仓 |
 CrowdStrikeCRWD |
| 0.52% | 0.37% | $4,344.7万 | 5.7万股 | $2,223.3万 | 5.7万股 | -16股-0.03% | 减仓 |
 Arm控股ARM |
| 0.51% | 0.07% | $4,252.1万 | 12.0万股 | $428.9万 | 2.8万股 | +9.2万股+322.98% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.47% | 0.53% | $3,906.8万 | 9.8万股 | $3,192.3万 | 10.0万股 | -1,977股-1.97% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.45% | 0.72% | $3,791.6万 | 30.0万股 | $4,293.3万 | 30.8万股 | -7,939股-2.58% | 减仓 |
 百事可乐PEP |
| 0.45% | 0.73% | $3,737.3万 | 27.6万股 | $4,351.3万 | 28.0万股 | -4,188股-1.49% | 减仓 |
 BOOKING COMBKNG |
| 0.45% | 0.6% | $3,731.2万 | 20.9万股 | $3,591.8万 | 8,531股 | +20.1万股+2,353.84% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.44% | 0.78% | $3,665.8万 | 21.9万股 | $4,688.3万 | 22.3万股 | -4,671股-2.09% | 减仓 |
 NEBIUSNBIS |
| 0.44% | 0.12% | $3,633.8万 | 13.2万股 | $717.2万 | 6.9万股 | +6.2万股+90.35% | 加仓 |
 ROSS STORES COMROST |
| 0.42% | 0.59% | $3,488.0万 | 16.4万股 | $3,537.1万 | 16.3万股 | +594股+0.36% | 加仓 |
 LumentumLITE |
| 0.39% | 3.33% | $3,255.1万 | 3.8万股 | $1.99亿 | 28.4万股 | -24.6万股-86.63% | 减仓 |
 直觉外科ISRG |
| 0.39% | 0.64% | $3,238.3万 | 8.1万股 | $3,800.8万 | 8.2万股 | -1,019股-1.24% | 减仓 |
| AAPPLOVINAPP |
| 0.38% | 0.54% | $3,181.2万 | 6.2万股 | $3,246.4万 | 8.2万股 | -2.0万股-24.30% | 减仓 |
 福泰制药VRTX |
| 0.37% | 0.48% | $3,113.4万 | 6.3万股 | $2,884.2万 | 6.5万股 | -1,913股-2.96% | 减仓 |
