 美光科技MU |
| 8.19% | <0.01% | $3,784.9万 | 3.3万股 | $3,378 | 10股 | +3.3万股+327,800.00% | 加仓 |
 台积电TSM |
| 8.05% | 9.29% | $3,720.7万 | 7.8万股 | $2,499.8万 | 7.4万股 | +3,940股+5.33% | 加仓 |
 AMD超威AMD |
| 8% | <0.01% | $3,697.5万 | 6.4万股 | $2,034 | 10股 | +6.4万股+636,400.00% | 加仓 |
 NEBIUSNBIS |
| 6.11% | 3.1% | $2,823.6万 | 10.2万股 | $833.6万 | 8.0万股 | +2.2万股+27.26% | 加仓 |
 Bloom EnergyBE |
| 5.96% | 4.12% | $2,757.3万 | 9.1万股 | $1,108.4万 | 8.2万股 | +9,280股+11.34% | 加仓 |
 西部数据WDC |
| 4.99% | <0.01% | $2,307.1万 | 3.6万股 | $2,705 | 10股 | +3.6万股+361,100.00% | 加仓 |
 迈威尔MRVL |
| 4.9% | 3.04% | $2,266.3万 | 7.6万股 | $818.0万 | 8.3万股 | -6,500股-7.87% | 减仓 |
 康宁GLW |
| 4.87% | 4.33% | $2,253.7万 | 8.8万股 | $1,165.1万 | 8.6万股 | +2,540股+2.96% | 加仓 |
 应用材料AMAT |
| 4.87% | 4.12% | $2,250.0万 | 3.1万股 | $1,109.8万 | 3.2万股 | -1,350股-4.16% | 减仓 |
 英特尔INTC |
| 4.86% | — | $2,245.8万 | 16.1万股 | $0 | 0股 | +16.1万股 | 新买入 |
 希捷STX |
| 4.09% | <0.01% | $1,890.4万 | 2.0万股 | $3,918 | 10股 | +2.0万股+195,800.00% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 4.08% | <0.01% | $1,886.8万 | 6.9万股 | $939 | 10股 | +6.9万股+693,700.00% | 加仓 |
| AASTERA LABSALAB |
| 3.44% | <0.01% | $1,588.2万 | 3.3万股 | $1,096 | 10股 | +3.3万股+328,700.00% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 3.35% | 2.05% | $1,547.5万 | 9.5万股 | $551.3万 | 4.8万股 | +4.7万股+98.33% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 3.19% | — | $1,476.0万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 3.02% | — | $1,395.2万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
| TTERADYNETER |
| 3.01% | 3.09% | $1,391.0万 | 2.9万股 | $831.3万 | 2.8万股 | +710股+2.53% | 加仓 |
| RROCKET LAB COMRKLB |
| 3.01% | <0.01% | $1,389.5万 | 13.7万股 | $642 | 10股 | +13.7万股+1,366,800.00% | 加仓 |
 Arm控股ARM |
| 2.98% | 4.52% | $1,377.1万 | 3.9万股 | $1,217.0万 | 8.0万股 | -4.2万股-51.72% | 减仓 |
| AAEHR TEST SYSAEHR |
| 2.96% | — | $1,370.2万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| MMAXLINEARMXL |
| 2.03% | — | $940.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 科磊KLAC |
| 2% | 0.01% | $925.0万 | 3.1万股 | $1.5万 | 10股 | +3.1万股+306,500.00% | 加仓 |
 泛林集团LRCX |
| 1.98% | <0.01% | $917.4万 | 2.1万股 | $2,137 | 10股 | +2.1万股+211,600.00% | 加仓 |
| SSANDISK COMSNDK |
| <0.01% | <0.01% | $2.3万 | 10股 | $6,353 | 10股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| <0.01% | 0.01% | $1.7万 | 10股 | $1.7万 | 10股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| <0.01% | <0.01% | $1.4万 | 42股 | $6,733 | 42股 | 00.00% | 持仓不变 |
 MONOLITHIC PWR SYSMPWR |
| <0.01% | <0.01% | $1.4万 | 10股 | $1.1万 | 10股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| <0.01% | 6.17% | $1.2万 | 10股 | $1,659.4万 | 1.9万股 | -1.9万股-99.95% | 减仓 |
 EquinixEQIX |
| <0.01% | — | $1.0万 | 10股 | $0 | 0股 | +10股 | 新买入 |
 LumentumLITE |
| <0.01% | 8.34% | $8,581 | 10股 | $2,245.3万 | 3.2万股 | -3.2万股-99.97% | 减仓 |
| AARGANAGX |
| <0.01% | <0.01% | $7,986 | 10股 | $5,447 | 10股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| <0.01% | <0.01% | $7,631 | 10股 | $3,904 | 10股 | 00.00% | 持仓不变 |
 SITIMESITM |
| <0.01% | <0.01% | $7,456 | 10股 | $3,454 | 10股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| <0.01% | <0.01% | $7,364 | 10股 | $5,772 | 10股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| <0.01% | <0.01% | $7,140 | 100股 | $9,615 | 100股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| <0.01% | <0.01% | $6,559 | 10股 | $3,834 | 10股 | 00.00% | 持仓不变 |
 Meta平台META |
| <0.01% | <0.01% | $5,633 | 10股 | $5,721 | 10股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| <0.01% | <0.01% | $5,152 | 10股 | $3,980 | 10股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| <0.01% | <0.01% | $4,964 | 50股 | $5,228 | 50股 | 00.00% | 持仓不变 |
 CienaCIEN |
| <0.01% | <0.01% | $4,906 | 10股 | $3,882 | 10股 | 00.00% | 持仓不变 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| <0.01% | <0.01% | $4,376 | 10股 | $4,746 | 10股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| <0.01% | <0.01% | $4,315 | 10股 | $1,641 | 10股 | 00.00% | 持仓不变 |
 伊顿ETN |
| <0.01% | <0.01% | $4,261 | 10股 | $3,577 | 10股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| <0.01% | <0.01% | $4,206 | 10股 | $3,718 | 10股 | 00.00% | 持仓不变 |
 相干公司COHR |
| <0.01% | 6.75% | $3,945 | 10股 | $1,817.5万 | 7.6万股 | -7.6万股-99.99% | 减仓 |
 捷普JBL |
| <0.01% | <0.01% | $3,855 | 10股 | $2,656 | 10股 | 00.00% | 持仓不变 |
| TTALEN ENERGYTLN |
| <0.01% | <0.01% | $3,843 | 10股 | $3,192 | 10股 | 00.00% | 持仓不变 |
 博通AVGO |
| <0.01% | <0.01% | $3,778 | 10股 | $3,095 | 10股 | 00.00% | 持仓不变 |
 GE航空GE |
| <0.01% | <0.01% | $3,737 | 10股 | $2,838 | 10股 | 00.00% | 持仓不变 |
 微软MSFT |
| <0.01% | <0.01% | $3,730 | 10股 | $3,702 | 10股 | 00.00% | 持仓不变 |
