 美光科技MU |
| 8.1% | 3.15% | $35.57亿 | 308.1万股 | $7.76亿 | 229.6万股 | +78.5万股+34.20% | 加仓 |
 英伟达NVDA |
| 5.83% | 5.44% | $25.60亿 | 1,279.3万股 | $13.39亿 | 767.8万股 | +511.5万股+66.61% | 加仓 |
 AMD超威AMD |
| 4.57% | 2.46% | $20.07亿 | 345.5万股 | $6.06亿 | 297.7万股 | +47.8万股+16.07% | 加仓 |
 博通AVGO |
| 3.85% | 3.61% | $16.91亿 | 447.7万股 | $8.90亿 | 287.5万股 | +160.1万股+55.69% | 加仓 |
 英特尔INTC |
| 3.54% | 1.58% | $15.54亿 | 1,112.8万股 | $3.88亿 | 880.3万股 | +232.4万股+26.40% | 加仓 |
| IiShares安硕信托TLT |
| 3.39% | 8.11% | $14.91亿 | 1,725.0万股 | $19.98亿 | 2,304.2万股 | -579.2万股-25.14% | 减仓 |
 应用材料AMAT |
| 3.18% | 2.18% | $13.96亿 | 193.1万股 | $5.36亿 | 156.9万股 | +36.3万股+23.12% | 加仓 |
 科磊KLAC |
| 2.98% | 1.55% | $13.09亿 | 434.0万股 | $3.82亿 | 25.9万股 | +408.0万股+1,574.50% | 加仓 |
 迈威尔MRVL |
| 2.77% | 1.71% | $12.19亿 | 409.0万股 | $4.21亿 | 425.5万股 | -16.5万股-3.87% | 减仓 |
 泛林集团LRCX |
| 2.74% | 1.55% | $12.02亿 | 277.5万股 | $3.81亿 | 178.5万股 | +98.9万股+55.40% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.34% | 2.28% | $10.28亿 | 509.3万股 | $5.60亿 | 455.6万股 | +53.7万股+11.79% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.33% | 3.68% | $10.25亿 | 341.1万股 | $9.07亿 | 365.7万股 | -24.6万股-6.73% | 减仓 |
 苹果AAPL |
| 2.23% | 2.17% | $9.81亿 | 339.1万股 | $5.36亿 | 211.0万股 | +128.1万股+60.70% | 加仓 |
 台积电TSM |
| 2.18% | 1.3% | $9.57亿 | 200.5万股 | $3.21亿 | 95.0万股 | +105.4万股+110.99% | 加仓 |
 德州仪器TXN |
| 1.87% | 1.47% | $8.23亿 | 276.2万股 | $3.62亿 | 186.4万股 | +89.8万股+48.16% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.79% | 1.42% | $7.84亿 | 197.5万股 | $3.50亿 | 109.9万股 | +87.6万股+79.68% | 加仓 |
 微软MSFT |
| 1.77% | 1.93% | $7.76亿 | 207.9万股 | $4.76亿 | 128.7万股 | +79.3万股+61.59% | 加仓 |
| TTERADYNETER |
| 1.67% | 1.31% | $7.33亿 | 151.5万股 | $3.23亿 | 109.0万股 | +42.5万股+38.99% | 加仓 |
 恩智浦NXPI |
| 1.55% | 1.28% | $6.80亿 | 241.9万股 | $3.15亿 | 160.3万股 | +81.6万股+50.92% | 加仓 |
 特斯拉TSLA |
| 1.53% | 2.62% | $6.71亿 | 159.6万股 | $6.46亿 | 173.7万股 | -14.1万股-8.13% | 减仓 |
| AASTERA LABSALAB |
| 1.45% | 0.42% | $6.38亿 | 132.1万股 | $1.04亿 | 94.6万股 | +37.6万股+39.76% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.45% | 1.41% | $6.35亿 | 45.9万股 | $3.47亿 | 31.7万股 | +14.2万股+44.67% | 加仓 |
| Q高通QCOM |
| 1.42% | 1.42% | $6.22亿 | 336.5万股 | $3.49亿 | 270.9万股 | +65.6万股+24.22% | 加仓 |
| VVanEck ETF信托GDX |
| 1.2% | 2.24% | $5.25亿 | 696.0万股 | $5.51亿 | 599.9万股 | +96.1万股+16.02% | 加仓 |
 阿斯麦ASML |
| 1.12% | 1.19% | $4.90亿 | 24.6万股 | $2.94亿 | 22.2万股 | +2.4万股+10.76% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.08% | 1.05% | $4.75亿 | 520.8万股 | $2.59亿 | 401.0万股 | +119.8万股+29.86% | 加仓 |
| V先锋领航指数基金VOO |
| 0.95% | 1.29% | $4.17亿 | 56.6万股 | $3.18亿 | 55.1万股 | +1.5万股+2.64% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.94% | 0.43% | $4.12亿 | 151.5万股 | $1.06亿 | 112.4万股 | +39.1万股+34.78% | 加仓 |
 谷歌AGOOGL |
| 0.84% | 0.87% | $3.69亿 | 103.3万股 | $2.15亿 | 74.8万股 | +28.5万股+38.15% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 0.8% | 0.71% | $3.50亿 | 370.5万股 | $1.75亿 | 282.6万股 | +87.9万股+31.09% | 加仓 |
| IiShares安硕信托FXI |
| 0.73% | 1.6% | $3.21亿 | 1,015.1万股 | $3.94亿 | 1,098.6万股 | -83.5万股-7.60% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.89% | $2.98亿 | 125.1万股 | $2.19亿 | 105.2万股 | +19.9万股+18.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.92% | $2.82亿 | 56.4万股 | $2.26亿 | 47.1万股 | +9.3万股+19.76% | 加仓 |
 摩根大通JPM |
| 0.58% | 0.78% | $2.56亿 | 78.1万股 | $1.93亿 | 65.5万股 | +12.5万股+19.08% | 加仓 |
| EENTEGRISENTG |
| 0.57% | 0.5% | $2.50亿 | 139.0万股 | $1.23亿 | 105.2万股 | +33.8万股+32.14% | 加仓 |
| AASE TECHNOLOGYASX |
| 0.57% | 0.32% | $2.49亿 | 552.1万股 | $7,761.7万 | 358.0万股 | +194.1万股+54.22% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.55% | 0.42% | $2.41亿 | 63.3万股 | $1.04亿 | 46.8万股 | +16.5万股+35.33% | 加仓 |
 Meta平台META |
| 0.51% | 0.6% | $2.26亿 | 40.1万股 | $1.47亿 | 25.8万股 | +14.3万股+55.62% | 加仓 |
| UUNITED MICROELECTRONICSUMC |
| 0.47% | 0.18% | $2.08亿 | 765.3万股 | $4,475.3万 | 498.4万股 | +267.0万股+53.57% | 加仓 |
 帕兰提尔PLTR |
| 0.45% | 0.76% | $1.98亿 | 169.3万股 | $1.88亿 | 128.3万股 | +41.0万股+32.00% | 加仓 |
 Arm控股ARM |
| 0.4% | 0.23% | $1.76亿 | 49.5万股 | $5,780.1万 | 38.2万股 | +11.3万股+29.67% | 加仓 |
 思科CSCO |
| 0.4% | 0.36% | $1.75亿 | 148.6万股 | $8,771.6万 | 113.1万股 | +35.6万股+31.46% | 加仓 |
 VisaV |
| 0.38% | 0.5% | $1.66亿 | 48.3万股 | $1.24亿 | 41.0万股 | +7.4万股+17.94% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.37% | 0.2% | $1.62亿 | 215.8万股 | $4,852.3万 | 140.4万股 | +75.4万股+53.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.36% | $1.58亿 | 44.8万股 | $8,803.1万 | 30.7万股 | +14.1万股+45.95% | 加仓 |
| NNOVANVMI |
| 0.36% | 0.39% | $1.58亿 | 29.1万股 | $9,598.4万 | 22.1万股 | +7.0万股+31.56% | 加仓 |
| SSANDISK COMSNDK |
| 0.3% | 0.09% | $1.32亿 | 5.8万股 | $2,211.6万 | 3.5万股 | +2.3万股+66.88% | 加仓 |
| RRAMBUS DELRMBS |
| 0.3% | 0.26% | $1.31亿 | 98.4万股 | $6,413.7万 | 74.6万股 | +23.9万股+32.04% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.28% | 0.7% | $1.21亿 | 123.2万股 | $1.72亿 | 143.3万股 | -20.1万股-14.03% | 减仓 |
 万事达MA |
| 0.27% | 0.4% | $1.21亿 | 23.5万股 | $9,931.0万 | 19.9万股 | +3.6万股+18.26% | 加仓 |
