 苹果AAPL |
| 7.64% | 7.34% | $32.35亿 | 1,118.0万股 | $20.67亿 | 814.6万股 | +303.5万股+37.25% | 加仓 |
 英伟达NVDA |
| 6.53% | 7.31% | $27.67亿 | 1,382.9万股 | $20.59亿 | 1,180.6万股 | +202.3万股+17.14% | 加仓 |
 谷歌AGOOGL |
| 6.31% | 9.25% | $26.72亿 | 747.8万股 | $26.06亿 | 906.3万股 | -158.5万股-17.49% | 减仓 |
 微软MSFT |
| 6.17% | 5.61% | $26.13亿 | 700.4万股 | $15.79亿 | 426.6万股 | +273.8万股+64.18% | 加仓 |
 AMD超威AMD |
| 3.9% | 2.46% | $16.52亿 | 284.3万股 | $6.93亿 | 340.5万股 | -56.2万股-16.51% | 减仓 |
 美光科技MU |
| 3.33% | 1.23% | $14.09亿 | 122.0万股 | $3.47亿 | 102.6万股 | +19.4万股+18.91% | 加仓 |
| SSANDISK COMSNDK |
| 2.65% | 1.98% | $11.21亿 | 49.3万股 | $5.57亿 | 87.7万股 | -38.4万股-43.81% | 减仓 |
 泛林集团LRCX |
| 2.41% | 1.45% | $10.22亿 | 235.9万股 | $4.09亿 | 191.3万股 | +44.5万股+23.28% | 加仓 |
 希捷STX |
| 2.24% | 1.3% | $9.50亿 | 98.4万股 | $3.66亿 | 93.4万股 | +5.1万股+5.41% | 加仓 |
 英特尔INTC |
| 2.21% | 1.27% | $9.37亿 | 671.1万股 | $3.57亿 | 808.6万股 | -137.5万股-17.00% | 减仓 |
 科磊KLAC |
| 2.08% | 1.42% | $8.83亿 | 292.6万股 | $3.99亿 | 27.1万股 | +265.4万股+978.33% | 加仓 |
 博通AVGO |
| 1.9% | 3.16% | $8.05亿 | 213.2万股 | $8.89亿 | 287.3万股 | -74.2万股-25.81% | 减仓 |
 康宁GLW |
| 1.85% | 1.61% | $7.81亿 | 305.9万股 | $4.53亿 | 333.4万股 | -27.5万股-8.24% | 减仓 |
 相干公司COHR |
| 1.46% | 1.67% | $6.17亿 | 156.5万股 | $4.71亿 | 197.8万股 | -41.3万股-20.87% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.44% | 1.3% | $6.11亿 | 172.9万股 | $3.65亿 | 127.3万股 | +45.6万股+35.86% | 加仓 |
 PALO ALTOPANW |
| 1.35% | — | $5.70亿 | 167.3万股 | $0 | 0股 | +167.3万股 | 新买入 |
 Meta平台META |
| 1.25% | 2.13% | $5.29亿 | 93.9万股 | $6.00亿 | 104.9万股 | -11.0万股-10.47% | 减仓 |
 西部数据WDC |
| 1.2% | 0.93% | $5.07亿 | 79.3万股 | $2.63亿 | 97.2万股 | -17.9万股-18.42% | 减仓 |
 Arista网络ANET |
| 1.02% | 0.97% | $4.30亿 | 253.1万股 | $2.74亿 | 223.1万股 | +30.0万股+13.45% | 加仓 |
 天弘CLS |
| 0.99% | 1.07% | $4.18亿 | 114.7万股 | $3.00亿 | 106.5万股 | +8.2万股+7.67% | 加仓 |
 CrowdStrikeCRWD |
| 0.97% | — | $4.11亿 | 53.8万股 | $0 | 0股 | +53.8万股 | 新买入 |
| FFLEXFLEX |
| 0.95% | 0.84% | $4.04亿 | 249.4万股 | $2.36亿 | 361.1万股 | -111.6万股-30.92% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.87% | 1.01% | $3.68亿 | 196.6万股 | $2.85亿 | 292.4万股 | -95.8万股-32.77% | 减仓 |
 GE VernovaGEV |
| 0.84% | 0.89% | $3.58亿 | 30.4万股 | $2.51亿 | 28.8万股 | +1.6万股+5.71% | 加仓 |
| FFORMFACTORFORM |
| 0.81% | 0.79% | $3.43亿 | 214.6万股 | $2.22亿 | 229.2万股 | -14.6万股-6.38% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.8% | 0.29% | $3.39亿 | 133.3万股 | $8,232.0万 | 54.6万股 | +78.7万股+144.22% | 加仓 |
 LumentumLITE |
| 0.79% | 1.8% | $3.35亿 | 39.0万股 | $5.06亿 | 71.9万股 | -32.9万股-45.75% | 减仓 |
 亚马逊AMZN |
| 0.78% | 1.2% | $3.32亿 | 139.4万股 | $3.38亿 | 162.4万股 | -23.0万股-14.17% | 减仓 |
| EENLIVEN THERAPEUTICSELVN |
| 0.77% | 0.71% | $3.26亿 | 643.1万股 | $1.99亿 | 506.6万股 | +136.5万股+26.94% | 加仓 |
 VertivVRT |
| 0.77% | 1.37% | $3.25亿 | 97.1万股 | $3.86亿 | 154.1万股 | -57.0万股-37.01% | 减仓 |
 迈威尔MRVL |
| 0.75% | 0.15% | $3.18亿 | 106.6万股 | $4,118.5万 | 41.6万股 | +65.0万股+156.44% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.73% | — | $3.10亿 | 93.1万股 | $0 | 0股 | +93.1万股 | 新买入 |
 CloudflareNET |
| 0.72% | 0.85% | $3.04亿 | 124.1万股 | $2.40亿 | 116.4万股 | +7.6万股+6.57% | 加仓 |
 礼来LLY |
| 0.71% | 0.92% | $3.02亿 | 25.2万股 | $2.59亿 | 28.1万股 | -2.9万股-10.35% | 减仓 |
 RENAISSANCERE COMRNR |
| 0.71% | 1.18% | $2.99亿 | 94.4万股 | $3.33亿 | 112.0万股 | -17.6万股-15.74% | 减仓 |
 iShares安硕·MBSACGL |
| 0.68% | 1.12% | $2.89亿 | 298.0万股 | $3.17亿 | 330.0万股 | -32.0万股-9.70% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.67% | 0.73% | $2.85亿 | 75.1万股 | $2.07亿 | 93.1万股 | -18.0万股-19.37% | 减仓 |
 XENON PHARMACEUTICALSXENE |
| 0.65% | 0.91% | $2.76亿 | 457.1万股 | $2.56亿 | 440.5万股 | +16.5万股+3.75% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.62% | 0.09% | $2.65亿 | 101.5万股 | $2,553.5万 | 14.6万股 | +87.0万股+597.65% | 加仓 |
 Bloom EnergyBE |
| 0.62% | 0.37% | $2.61亿 | 86.1万股 | $1.04亿 | 76.5万股 | +9.6万股+12.61% | 加仓 |
 RobinhoodHOOD |
| 0.62% | 0.34% | $2.60亿 | 259.8万股 | $9,505.6万 | 137.2万股 | +122.6万股+89.38% | 加仓 |
 TwilioTWLO |
| 0.59% | 0.08% | $2.49亿 | 120.5万股 | $2,330.6万 | 18.5万股 | +102.0万股+550.52% | 加仓 |
 阿斯利康AZN |
| 0.56% | — | $2.37亿 | 124.8万股 | $0 | 0股 | +124.8万股 | 新买入 |
 MONGODB CL AMDB |
| 0.55% | 0.29% | $2.31亿 | 68.9万股 | $8,096.8万 | 33.1万股 | +35.8万股+108.31% | 加仓 |
| FFABRINETFN |
| 0.54% | 0.68% | $2.28亿 | 40.6万股 | $1.91亿 | 36.6万股 | +4.1万股+11.09% | 加仓 |
 CHUBB LIMITEDCB |
| 0.54% | 0.86% | $2.28亿 | 67.0万股 | $2.42亿 | 74.4万股 | -7.3万股-9.86% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.51% | 0.75% | $2.17亿 | 130.0万股 | $2.12亿 | 122.0万股 | +8.0万股+6.56% | 加仓 |
 强生JNJ |
| 0.47% | — | $1.99亿 | 78.4万股 | $0 | 0股 | +78.4万股 | 新买入 |
 CYTOKINETICSCYTK |
| 0.45% | 0.39% | $1.92亿 | 225.4万股 | $1.09亿 | 166.1万股 | +59.2万股+35.66% | 加仓 |
 阿卡迈AKAM |
| 0.44% | 0.53% | $1.86亿 | 157.6万股 | $1.49亿 | 129.7万股 | +27.9万股+21.54% | 加仓 |
