 英伟达NVDA |
| 12.01% | 11.72% | $4.37亿 | 218.2万股 | $3.19亿 | 183.1万股 | +35.1万股+19.18% | 加仓 |
 美光科技MU |
| 4.86% | 1.68% | $1.77亿 | 15.3万股 | $4,589.4万 | 13.6万股 | +1.7万股+12.67% | 加仓 |
 博通AVGO |
| 4.43% | 4.05% | $1.61亿 | 42.6万股 | $1.10亿 | 35.6万股 | +7.0万股+19.54% | 加仓 |
 苹果AAPL |
| 4.04% | 4.28% | $1.47亿 | 50.7万股 | $1.16亿 | 45.9万股 | +4.8万股+10.56% | 加仓 |
 AMD超威AMD |
| 3.6% | 1.47% | $1.31亿 | 22.5万股 | $4,003.0万 | 19.7万股 | +2.8万股+14.41% | 加仓 |
 微软MSFT |
| 2.68% | 3.21% | $9,734.2万 | 26.1万股 | $8,754.7万 | 23.7万股 | +2.4万股+10.34% | 加仓 |
 英特尔INTC |
| 2.59% | 0.94% | $9,413.6万 | 67.4万股 | $2,572.5万 | 58.3万股 | +9.1万股+15.65% | 加仓 |
 亚马逊AMZN |
| 2.48% | 2.8% | $9,023.4万 | 37.9万股 | $7,621.5万 | 36.6万股 | +1.3万股+3.46% | 加仓 |
 应用材料AMAT |
| 2.19% | 1.2% | $7,974.0万 | 11.0万股 | $3,274.1万 | 9.6万股 | +1.4万股+15.13% | 加仓 |
 泛林集团LRCX |
| 2.07% | 1.18% | $7,529.4万 | 17.4万股 | $3,220.3万 | 15.1万股 | +2.3万股+15.28% | 加仓 |
 谷歌AGOOGL |
| 1.95% | 1.91% | $7,103.8万 | 19.9万股 | $5,194.2万 | 18.1万股 | +1.8万股+10.05% | 加仓 |
 特斯拉TSLA |
| 1.78% | 1.99% | $6,455.4万 | 15.3万股 | $5,431.3万 | 14.6万股 | +7,379股+5.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.71% | 1.71% | $6,221.8万 | 17.6万股 | $4,669.9万 | 16.3万股 | +1.3万股+8.17% | 加仓 |
 Meta平台META |
| 1.65% | 1.97% | $6,009.1万 | 10.7万股 | $5,357.3万 | 9.4万股 | +1.3万股+13.93% | 加仓 |
 科磊KLAC |
| 1.51% | 0.85% | $5,475.9万 | 18.1万股 | $2,328.8万 | 1.6万股 | +16.6万股+1,047.53% | 加仓 |
 思科CSCO |
| 1.24% | 1.02% | $4,516.5万 | 38.5万股 | $2,788.9万 | 35.9万股 | +2.5万股+6.98% | 加仓 |
 沃尔玛WMT |
| 1.15% | 1.6% | $4,196.8万 | 37.1万股 | $4,346.3万 | 35.0万股 | +2.1万股+5.96% | 加仓 |
 德州仪器TXN |
| 1.03% | 0.78% | $3,751.7万 | 12.6万股 | $2,115.3万 | 10.9万股 | +1.7万股+15.52% | 加仓 |
 迈威尔MRVL |
| 0.99% | 0.34% | $3,613.6万 | 12.1万股 | $932.8万 | 9.4万股 | +2.7万股+28.81% | 加仓 |
 好市多COST |
| 0.87% | 1.16% | $3,148.4万 | 3.4万股 | $3,161.8万 | 3.2万股 | +1,925股+6.07% | 加仓 |
| SSANDISK COMSNDK |
| 0.77% | 0.04% | $2,814.2万 | 1.2万股 | $118.6万 | 1,867股 | +1.1万股+562.94% | 加仓 |
| Q高通QCOM |
| 0.74% | 0.61% | $2,693.7万 | 14.6万股 | $1,649.6万 | 12.8万股 | +1.8万股+13.80% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.74% | 0.68% | $2,678.6万 | 6.7万股 | $1,865.5万 | 5.9万股 | +8,805股+15.02% | 加仓 |
 NETFLIXNFLX |
| 0.73% | 1.26% | $2,637.9万 | 36.9万股 | $3,441.7万 | 35.8万股 | +1.1万股+3.21% | 加仓 |
 林德LIN |
| 0.64% | 0.68% | $2,322.6万 | 4.5万股 | $1,853.8万 | 3.7万股 | +7,362股+19.69% | 加仓 |
 PALO ALTOPANW |
| 0.64% | 0.37% | $2,315.5万 | 6.8万股 | $999.7万 | 6.2万股 | +5,545股+8.89% | 加仓 |
 帕兰提尔PLTR |
| 0.62% | 0.94% | $2,238.9万 | 19.2万股 | $2,573.4万 | 17.6万股 | +1.6万股+9.08% | 加仓 |
 AMGEN COMAMGN |
| 0.51% | 0.65% | $1,858.4万 | 5.1万股 | $1,762.0万 | 5.0万股 | +1,243股+2.48% | 加仓 |
 西部数据WDC |
| 0.5% | 0.26% | $1,826.0万 | 2.9万股 | $698.5万 | 2.6万股 | +2,763股+10.70% | 加仓 |
 希捷STX |
| 0.5% | 0.24% | $1,803.7万 | 1.9万股 | $654.2万 | 1.7万股 | +1,991股+11.92% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.82% | $1,657.5万 | 12.1万股 | $2,233.7万 | 13.2万股 | -1.0万股-7.92% | 减仓 |
 CrowdStrikeCRWD |
| 0.45% | 0.28% | $1,623.7万 | 2.1万股 | $756.0万 | 1.9万股 | +1,912股+9.87% | 加仓 |
 BOOKING COMBKNG |
| 0.41% | 0.48% | $1,492.6万 | 8.4万股 | $1,313.2万 | 3,119股 | +8.1万股+2,584.90% | 加仓 |
 阿斯麦ASML |
| 0.4% | 0.32% | $1,439.6万 | 7,236股 | $870.3万 | 6,589股 | +647股+9.82% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.39% | 0.59% | $1,423.2万 | 8.5万股 | $1,614.7万 | 7.7万股 | +7,974股+10.37% | 加仓 |
 百事可乐PEP |
| 0.39% | 0.56% | $1,407.7万 | 10.4万股 | $1,517.2万 | 9.8万股 | +6,265股+6.41% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.39% | 0.55% | $1,400.7万 | 11.1万股 | $1,497.3万 | 10.7万股 | +3,435股+3.20% | 加仓 |
| AAPPLOVINAPP |
| 0.35% | 0.34% | $1,288.9万 | 2.5万股 | $920.6万 | 2.3万股 | +1,885股+8.15% | 加仓 |
 Arm控股ARM |
| 0.35% | 0.09% | $1,258.0万 | 3.5万股 | $233.0万 | 1.5万股 | +2.0万股+130.31% | 加仓 |
 台积电TSM |
| 0.33% | 0.35% | $1,208.3万 | 2.5万股 | $940.1万 | 2.8万股 | -2,518股-9.05% | 减仓 |
 雪佛龙CVX |
| 0.33% | 0.61% | $1,202.5万 | 7.3万股 | $1,656.4万 | 8.0万股 | -7,510股-9.38% | 减仓 |
 福泰制药VRTX |
| 0.32% | 0.38% | $1,162.2万 | 2.3万股 | $1,033.2万 | 2.3万股 | +261股+1.13% | 加仓 |
 礼来LLY |
| 0.31% | 0.32% | $1,144.0万 | 9,538股 | $882.2万 | 9,591股 | -53股-0.55% | 减仓 |
 直觉外科ISRG |
| 0.31% | 0.46% | $1,136.5万 | 2.9万股 | $1,244.0万 | 2.7万股 | +1,591股+5.90% | 加仓 |
 纽蒙特NEM |
| 0.3% | 0.54% | $1,078.8万 | 11.6万股 | $1,479.1万 | 13.7万股 | -2.1万股-15.47% | 减仓 |
| TTERADYNETER |
| 0.29% | 0.1% | $1,050.3万 | 2.2万股 | $261.2万 | 8,809股 | +1.3万股+146.43% | 加仓 |
 恩智浦NXPI |
| 0.27% | 0.22% | $981.2万 | 3.5万股 | $596.1万 | 3.0万股 | +4,635股+15.31% | 加仓 |
 DatadogDDOG |
| 0.27% | 0.16% | $973.6万 | 3.7万股 | $422.2万 | 3.6万股 | +1,628股+4.55% | 加仓 |
 ShopifySHOP |
| 0.26% | 0.34% | $959.6万 | 8.4万股 | $933.4万 | 7.9万股 | +5,353股+6.80% | 加仓 |
 星巴克SBUX |
| 0.26% | 0.29% | $949.8万 | 9.3万股 | $783.2万 | 8.7万股 | +5,525股+6.32% | 加仓 |
