 迈威尔MRVL |
| 17.78% | — | $1,948.2万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 英特尔INTC |
| 14.89% | 2.65% | $1,631.4万 | 11.7万股 | $110.3万 | 2.5万股 | +9.2万股+367.36% | 加仓 |
| SSANDISK COMSNDK |
| 13.7% | 15.69% | $1,500.7万 | 6,600股 | $654.4万 | 1.0万股 | -3,700股-35.92% | 减仓 |
| AASTERA LABSALAB |
| 12.57% | — | $1,376.6万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 美光科技MU |
| 11.17% | — | $1,223.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 AMD超威AMD |
| 10.13% | — | $1,109.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 Bloom EnergyBE |
| 7.54% | 1.4% | $826.4万 | 2.7万股 | $58.3万 | 4,300股 | +2.3万股+534.88% | 加仓 |
 应用材料AMAT |
| 5.54% | — | $607.3万 | 8,400股 | $0 | 0股 | +8,400股 | 新买入 |
| IiShares安硕·7-10YRIEF |
| 2.16% | 5.72% | $236.4万 | 2.5万股 | $238.6万 | 2.5万股 | 00.00% | 持仓不变 |
| MM-TRON INDS INC COMMPTI |
| 0.91% | — | $99.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 TwilioTWLO |
| 0.78% | — | $85.8万 | 4,160股 | $0 | 0股 | +4,160股 | 新买入 |
 LumentumLITE |
| 0.74% | 30% | $80.7万 | 940股 | $1,250.9万 | 1.8万股 | -1.7万股-94.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | — | $70.7万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.31% | 0.98% | $34.3万 | 4,500股 | $40.9万 | 4,000股 | +500股+12.50% | 加仓 |
 西方石油OXY |
| 0.27% | 0.94% | $29.1万 | 6,000股 | $39.0万 | 6,000股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.26% | 0.69% | $28.9万 | 4,000股 | $28.8万 | 4,000股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.11% | 0.38% | $12.3万 | 3,000股 | $15.8万 | 3,000股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.11% | 0.5% | $11.9万 | 500股 | $20.8万 | 1,000股 | -500股-50.00% | 减仓 |
 露露乐蒙LULU |
| 0.08% | 0.07% | $9.1万 | 800股 | $3.1万 | 200股 | +600股+300.00% | 加仓 |
| IiShares安硕信托TLT |
| 0.08% | 0.21% | $8.6万 | 1,000股 | $8.7万 | 1,000股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.07% | 1.72% | $7.1万 | 200股 | $71.9万 | 2,500股 | -2,300股-92.00% | 减仓 |
 ADOBE COMADBE |
| 0.04% | — | $4.1万 | 200股 | $0 | 0股 | +200股 | 新买入 |
 DIAGEO SPON ADR NEWDEO |
| 0.04% | 0.09% | $4.0万 | 500股 | $3.7万 | 500股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.03% | 0.09% | $3.7万 | 100股 | $3.7万 | 100股 | 00.00% | 持仓不变 |
 达美乐披萨DPZ |
| 0.03% | — | $3.0万 | 100股 | $0 | 0股 | +100股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.02% | — | $2.1万 | 400股 | $0 | 0股 | +400股 | 新买入 |
