 应用材料AMAT |
| 11.86% | 0.78% | $387.9万 | 5,365股 | $31.5万 | 923股 | +4,442股+481.26% | 加仓 |
 博通AVGO |
| 10.32% | 2.31% | $337.5万 | 8,935股 | $93.8万 | 3,030股 | +5,905股+194.88% | 加仓 |
 英伟达NVDA |
| 4.37% | 2.58% | $142.9万 | 7,140股 | $105.1万 | 6,025股 | +1,115股+18.51% | 加仓 |
 美光科技MU |
| 3.47% | 3.12% | $113.5万 | 983股 | $127.1万 | 3,762股 | -2,779股-73.87% | 减仓 |
 AMD超威AMD |
| 2.54% | 1.53% | $83.0万 | 1,429股 | $62.4万 | 3,067股 | -1,638股-53.41% | 减仓 |
 迈威尔MRVL |
| 2.52% | — | $82.3万 | 2,763股 | $0 | 0股 | +2,763股 | 新买入 |
| SSpaceXSPCX |
| 2.09% | — | $68.3万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 PALO ALTOPANW |
| 1.89% | 0.79% | $61.9万 | 1,815股 | $32.0万 | 1,999股 | -184股-9.20% | 减仓 |
 谷歌AGOOGL |
| 1.75% | 0.79% | $57.3万 | 1,603股 | $32.0万 | 1,112股 | +491股+44.15% | 加仓 |
 亚马逊AMZN |
| 1.71% | 1.28% | $55.9万 | 2,345股 | $52.2万 | 2,506股 | -161股-6.42% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.69% | — | $55.3万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
 相干公司COHR |
| 1.68% | 0.75% | $54.8万 | 1,390股 | $30.6万 | 1,285股 | +105股+8.17% | 加仓 |
 阿斯麦ASML |
| 1.67% | 1.41% | $54.7万 | 275股 | $57.5万 | 435股 | -160股-36.78% | 减仓 |
 沃尔玛WMT |
| 1.66% | 0.47% | $54.3万 | 4,792股 | $19.1万 | 1,535股 | +3,257股+212.18% | 加仓 |
 VertivVRT |
| 1.54% | 0.76% | $50.3万 | 1,503股 | $31.0万 | 1,238股 | +265股+21.41% | 加仓 |
 GE VernovaGEV |
| 1.48% | 0.46% | $48.4万 | 412股 | $18.8万 | 215股 | +197股+91.63% | 加仓 |
| SSANDISK COMSNDK |
| 1.45% | 0.81% | $47.3万 | 208股 | $32.9万 | 518股 | -310股-59.85% | 减仓 |
 西部数据WDC |
| 1.34% | 2.28% | $43.9万 | 687股 | $92.8万 | 3,430股 | -2,743股-79.97% | 减仓 |
 QUANTA SVCSPWR |
| 1.34% | 0.46% | $43.8万 | 608股 | $18.9万 | 344股 | +264股+76.74% | 加仓 |
 科磊KLAC |
| 1.3% | 0.78% | $42.6万 | 1,412股 | $31.7万 | 215股 | +1,197股+556.74% | 加仓 |
 LumentumLITE |
| 1.28% | 0.78% | $41.8万 | 487股 | $31.9万 | 454股 | +33股+7.27% | 加仓 |
 希捷STX |
| 1.22% | 2.38% | $40.0万 | 415股 | $97.0万 | 2,475股 | -2,060股-83.23% | 减仓 |
| AASTERA LABSALAB |
| 1.19% | 0.74% | $39.0万 | 808股 | $30.2万 | 2,751股 | -1,943股-70.63% | 减仓 |
 Arista网络ANET |
| 1.12% | 0.77% | $36.7万 | 2,159股 | $31.3万 | 2,550股 | -391股-15.33% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.11% | 0.77% | $36.4万 | 1,039股 | $31.4万 | 1,112股 | -73股-6.56% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.04% | 1.54% | $34.0万 | 1,132股 | $62.6万 | 2,526股 | -1,394股-55.19% | 减仓 |
 派克汉尼汾PH |
| 0.87% | — | $28.5万 | 291股 | $0 | 0股 | +291股 | 新买入 |
 帕兰提尔PLTR |
| 0.84% | 1.52% | $27.5万 | 2,353股 | $62.0万 | 4,236股 | -1,883股-44.45% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.84% | — | $27.3万 | 9,566股 | $0 | 0股 | +9,566股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.82% | — | $26.7万 | 1,026股 | $0 | 0股 | +1,026股 | 新买入 |
 VIKING ORD SHSVIK |
| 0.8% | — | $26.3万 | 2,511股 | $0 | 0股 | +2,511股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.66% | 0.72% | $21.7万 | 503股 | $29.2万 | 1,777股 | -1,274股-71.69% | 减仓 |
 微软MSFT |
| 0.65% | 0.78% | $21.2万 | 567股 | $31.6万 | 854股 | -287股-33.61% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.63% | — | $20.7万 | 812股 | $0 | 0股 | +812股 | 新买入 |
 CINTAS COMCTAS |
| 0.58% | 0.46% | $18.9万 | 1,111股 | $18.8万 | 1,111股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.52% | 0.77% | $17.1万 | 671股 | $31.4万 | 2,309股 | -1,638股-70.94% | 减仓 |
 泛林集团LRCX |
| 0.52% | 0.78% | $17.1万 | 394股 | $31.6万 | 1,477股 | -1,083股-73.32% | 减仓 |
 雪佛龙CVX |
| 0.52% | 0.46% | $17.0万 | 1,027股 | $18.7万 | 902股 | +125股+13.86% | 加仓 |
| MMKSMKSI |
| 0.51% | 0.78% | $16.8万 | 378股 | $31.9万 | 1,388股 | -1,010股-72.77% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.47% | 0.75% | $15.3万 | 562股 | $30.4万 | 3,241股 | -2,679股-82.66% | 减仓 |
| TTERADYNETER |
| 0.45% | 0.77% | $14.7万 | 304股 | $31.2万 | 1,051股 | -747股-71.08% | 减仓 |
 FERRARI COMRACE |
| 0.42% | 0.62% | $13.6万 | 366股 | $25.3万 | 749股 | -383股-51.13% | 减仓 |
 思科CSCO |
| 0.41% | 0.73% | $13.5万 | 1,153股 | $29.5万 | 3,804股 | -2,651股-69.69% | 减仓 |
 台积电TSM |
| 0.4% | 0.8% | $13.2万 | 276股 | $32.4万 | 958股 | -682股-71.19% | 减仓 |
| DD-WAVE QUANTUMQBTS |
| 0.37% | 0.76% | $12.1万 | 5,047股 | $30.8万 | 2.1万股 | -1.6万股-76.34% | 减仓 |
 洛克希德马丁LMT |
| 0.37% | — | $12.0万 | 235股 | $0 | 0股 | +235股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.36% | 0.78% | $11.9万 | 259股 | $31.7万 | 654股 | -395股-60.40% | 减仓 |
| V先锋领航指数基金VOO |
| 0.36% | — | $11.7万 | 159股 | $0 | 0股 | +159股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.35% | 0.76% | $11.5万 | 307股 | $31.0万 | 1,114股 | -807股-72.44% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.35% | 0.76% | $11.5万 | 172股 | $30.9万 | 511股 | -339股-66.34% | 减仓 |
