 西部数据WDC |
| 23.09% | 5.04% | $9.02亿 | 141.2万股 | $1.93亿 | 71.2万股 | +69.9万股+98.14% | 加仓 |
 泛林集团LRCX |
| 13.92% | 2.87% | $5.44亿 | 125.4万股 | $1.10亿 | 51.3万股 | +74.1万股+144.35% | 加仓 |
 康宁GLW |
| 8.64% | 10.67% | $3.38亿 | 132.2万股 | $4.08亿 | 300.3万股 | -168.1万股-55.99% | 减仓 |
| TTERADYNETER |
| 8.26% | 1.96% | $3.23亿 | 66.7万股 | $7,500.2万 | 25.3万股 | +41.4万股+163.68% | 加仓 |
 美光科技MU |
| 8.05% | 8.9% | $3.14亿 | 27.2万股 | $3.40亿 | 100.7万股 | -73.5万股-72.96% | 减仓 |
 台积电TSM |
| 7.76% | 6.69% | $3.03亿 | 63.4万股 | $2.56亿 | 75.8万股 | -12.3万股-16.29% | 减仓 |
| SSANDISK COMSNDK |
| 7.06% | 14.77% | $2.76亿 | 12.1万股 | $5.65亿 | 89.0万股 | -76.8万股-86.37% | 减仓 |
 希捷STX |
| 7% | 3.39% | $2.73亿 | 28.3万股 | $1.30亿 | 33.1万股 | -4.8万股-14.44% | 减仓 |
 应用材料AMAT |
| 5.26% | 4.09% | $2.06亿 | 28.4万股 | $1.57亿 | 45.8万股 | -17.4万股-37.94% | 减仓 |
 阿斯麦ASML |
| 5.01% | 7.92% | $1.96亿 | 9.8万股 | $3.03亿 | 22.9万股 | -13.1万股-57.15% | 减仓 |
 LumentumLITE |
| 4.28% | 9.7% | $1.67亿 | 19.5万股 | $3.71亿 | 52.8万股 | -33.3万股-63.06% | 减仓 |
 英特尔INTC |
| 1.44% | 5.94% | $5,617.0万 | 40.2万股 | $2.27亿 | 515.1万股 | -474.8万股-92.19% | 减仓 |
| UUNITED MICROELECTRONICSUMC |
| 0.06% | — | $234.3万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 迈威尔MRVL |
| 0.04% | 2.9% | $160.3万 | 5,380股 | $1.11亿 | 112.1万股 | -111.6万股-99.52% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.04% | 0.01% | $154.0万 | 11.6万股 | $49.8万 | 6.2万股 | +5.4万股+87.08% | 加仓 |
| AASTERA LABSALAB |
| 0.02% | 0.66% | $67.6万 | 1,400股 | $2,534.1万 | 23.1万股 | -23.0万股-99.39% | 减仓 |
 NEBIUSNBIS |
| 0.02% | 1.49% | $60.8万 | 2,200股 | $5,688.0万 | 54.8万股 | -54.6万股-99.60% | 减仓 |
 Bloom EnergyBE |
| 0.01% | — | $56.0万 | 1,850股 | $0 | 0股 | +1,850股 | 新买入 |
| UUNITED STS OIL FDUSO |
| 0.01% | 0.03% | $46.3万 | 4,350股 | $108.8万 | 8,550股 | -4,200股-49.12% | 减仓 |
| SSEMTECHSMTC |
| 0.01% | 0.01% | $33.2万 | 2,050股 | $31.1万 | 4,050股 | -2,000股-49.38% | 减仓 |
| DDINGDONG CAYMANDDL |
| 0.01% | 0.01% | $31.9万 | 16.5万股 | $42.5万 | 16.5万股 | 00.00% | 持仓不变 |
