 美光科技MU |
| 12.76% | 4.33% | $1,731.4万 | 1.5万股 | $405.4万 | 1.2万股 | +3,000股+25.00% | 加仓 |
 英特尔INTC |
| 9.26% | 4.15% | $1,256.7万 | 9.0万股 | $388.3万 | 8.8万股 | +2,000股+2.27% | 加仓 |
 GE VernovaGEV |
| 8.66% | 9.32% | $1,174.9万 | 1.0万股 | $872.9万 | 1.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 8.35% | 9.26% | $1,133.3万 | 3.0万股 | $866.6万 | 2.8万股 | +2,000股+7.14% | 加仓 |
 英伟达NVDA |
| 7.08% | 8.94% | $960.4万 | 4.8万股 | $837.1万 | 4.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 6.88% | 7.35% | $932.8万 | 2.6万股 | $688.5万 | 2.4万股 | +2,400股+10.00% | 加仓 |
 VertivVRT |
| 6.17% | 6.69% | $837.1万 | 2.5万股 | $626.5万 | 2.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 5.83% | 6.48% | $791.6万 | 6,600股 | $607.0万 | 6,600股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 4.45% | 2.83% | $603.4万 | 2.0万股 | $265.0万 | 1,800股 | +1.8万股+1,011.11% | 加仓 |
 AMD超威AMD |
| 4.28% | 1.74% | $580.9万 | 1.0万股 | $162.7万 | 8,000股 | +2,000股+25.00% | 加仓 |
 康宁GLW |
| 3.01% | — | $408.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 相干公司COHR |
| 2.91% | 1.68% | $394.5万 | 1.0万股 | $157.2万 | 6,600股 | +3,400股+51.52% | 加仓 |
 LumentumLITE |
| 2.66% | 1.8% | $360.4万 | 4,200股 | $168.7万 | 2,400股 | +1,800股+75.00% | 加仓 |
 安费诺APH |
| 2.6% | 5.4% | $352.6万 | 2.0万股 | $505.4万 | 4.0万股 | -2.0万股-50.00% | 减仓 |
 Arista网络ANET |
| 2.5% | 2.89% | $338.9万 | 2.0万股 | $270.1万 | 2.2万股 | -2,048股-9.31% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.38% | 4.06% | $322.6万 | 1.2万股 | $380.3万 | 1.7万股 | -4,500股-27.27% | 减仓 |
| SSIEMENS ENERGY AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSMERY |
| 2.11% | 2.7% | $286.1万 | 7.5万股 | $253.1万 | 1.5万股 | +6.0万股+400.00% | 加仓 |
 GE航空GE |
| 1.93% | 2.42% | $261.6万 | 7,000股 | $227.0万 | 8,000股 | -1,000股-12.50% | 减仓 |
 NEBIUSNBIS |
| 1.63% | 1% | $220.9万 | 8,000股 | $93.4万 | 9,000股 | -1,000股-11.11% | 减仓 |
 天弘CLS |
| 1.61% | 1.5% | $218.9万 | 6,000股 | $140.8万 | 5,000股 | +1,000股+20.00% | 加仓 |
| CCHURCHILL CAP XI |
| 1.42% | — | $192.8万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 1.15% | — | $156.4万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
| AACM RESHACMR |
| 0.37% | — | $50.8万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
