 英特尔INTC |
| 16.24% | 9.32% | $2.01亿 | 144.3万股 | $9,935.6万 | 225.1万股 | -80.9万股-35.91% | 减仓 |
 RobinhoodHOOD |
| 14.55% | — | $1.80亿 | 180.0万股 | $0 | 0股 | +180.0万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 12.8% | — | $1.59亿 | 212.0万股 | $0 | 0股 | +212.0万股 | 新买入 |
 安费诺APH |
| 10.01% | — | $1.24亿 | 70.4万股 | $0 | 0股 | +70.4万股 | 新买入 |
 希捷STX |
| 5.62% | — | $6,975.0万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 5.33% | — | $6,616.6万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 福特F |
| 4.68% | — | $5,799.1万 | 417.2万股 | $0 | 0股 | +417.2万股 | 新买入 |
 应用材料AMAT |
| 3.79% | — | $4,697.9万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 科磊KLAC |
| 3.77% | — | $4,675.9万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 3.17% | — | $3,930.8万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| SSEMTECHSMTC |
| 2.61% | 2.05% | $3,239.7万 | 20.0万股 | $2,180.9万 | 28.4万股 | -8.3万股-29.43% | 减仓 |
 霍尼韦尔HON |
| 2.61% | — | $3,237.1万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 2.58% | — | $3,196.3万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 LITTELFUSELFUS |
| 2.24% | — | $2,772.6万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 泛林集团LRCX |
| 1.81% | — | $2,248.7万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 1.72% | — | $2,127.6万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| EENTEGRISENTG |
| 1.59% | — | $1,967.0万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 1.5% | — | $1,866.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| NNAVANNAVN |
| 1.38% | — | $1,708.7万 | 74.7万股 | $0 | 0股 | +74.7万股 | 新买入 |
| DDIGITALOCEANDOCN |
| 0.96% | — | $1,193.8万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.59% | 0.5% | $727.1万 | 4.5万股 | $533.8万 | 4.6万股 | -1,740股-3.76% | 减仓 |
 美光科技MU |
| 0.45% | 4.19% | $558.7万 | 4,840股 | $4,462.4万 | 13.2万股 | -12.7万股-96.34% | 减仓 |
