| IIPG PHOTONICSIPGP |
| 7.23% | — | $1,072.6万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
 LumentumLITE |
| 6.62% | — | $982.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 CienaCIEN |
| 5.17% | — | $766.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 相干公司COHR |
| 4.32% | — | $641.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| NNLIGHTLASR |
| 4.3% | — | $638.1万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 4.04% | — | $599.9万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| FFABRINETFN |
| 3.68% | — | $546.7万 | 9,726股 | $0 | 0股 | +9,726股 | 新买入 |
| VVIAVI SOLUTIONSVIAV |
| 3.56% | — | $527.8万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 美光科技MU |
| 3.1% | — | $460.6万 | 3,990股 | $0 | 0股 | +3,990股 | 新买入 |
| MMKSMKSI |
| 2.71% | — | $402.9万 | 9,058股 | $0 | 0股 | +9,058股 | 新买入 |
| OONTO INNOVATIONONTO |
| 2.55% | — | $378.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 阿斯麦ASML |
| 2.23% | — | $330.4万 | 1,661股 | $0 | 0股 | +1,661股 | 新买入 |
 应用材料AMAT |
| 2.15% | — | $319.6万 | 4,420股 | $0 | 0股 | +4,420股 | 新买入 |
| PPOET TECHNOLOGIESPOET |
| 1.94% | — | $288.5万 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
| PPENGUIN SOLUTIONSPENG |
| 1.74% | — | $258.9万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 泛林集团LRCX |
| 1.63% | — | $242.2万 | 5,590股 | $0 | 0股 | +5,590股 | 新买入 |
 NOVANTANOVT |
| 1.62% | — | $240.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 1.48% | — | $219.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.42% | — | $210.3万 | 6,310股 | $0 | 0股 | +6,310股 | 新买入 |
| SSANDISK COMSNDK |
| 1.39% | — | $206.9万 | 910股 | $0 | 0股 | +910股 | 新买入 |
 科磊KLAC |
| 1.37% | — | $203.7万 | 6,750股 | $0 | 0股 | +6,750股 | 新买入 |
 CAMTEKCAMT |
| 1.24% | — | $184.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| AAEVA TECHNOLOGIESAEVA |
| 1.19% | — | $176.6万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| RRAMBUS DELRMBS |
| 1.19% | — | $176.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 PHOTRONICSPLAB |
| 1.08% | — | $160.3万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| NNOVANVMI |
| 1.05% | — | $155.3万 | 2,860股 | $0 | 0股 | +2,860股 | 新买入 |
 台积电TSM |
| 0.93% | 1.45% | $137.4万 | 2,877股 | $87.9万 | 2,601股 | +276股+10.61% | 加仓 |
| FFRANKLIN BITCOIN ETFEZET |
| 0.92% | — | $136.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| VVEECO INSTRS DELVECO |
| 0.86% | — | $127.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 礼来LLY |
| 0.73% | 1.08% | $107.9万 | 900股 | $65.9万 | 716股 | +184股+25.70% | 加仓 |
 AMD超威AMD |
| 0.72% | — | $107.5万 | 1,850股 | $0 | 0股 | +1,850股 | 新买入 |
| LLIGHTWAVE LOGICLWLG |
| 0.69% | — | $102.3万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| FFEDERATED HERMES ETF TRUSTFHYS |
| 0.64% | — | $95.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.64% | — | $94.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 ROYAL BK CDA COMRY |
| 0.63% | 1.21% | $94.0万 | 4,540股 | $73.4万 | 4,540股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.63% | 1.34% | $93.3万 | 4,112股 | $81.3万 | 4,112股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.63% | — | $92.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.61% | 1.36% | $90.9万 | 1.0万股 | $82.5万 | 1.0万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.61% | 1.17% | $90.2万 | 4,317股 | $71.0万 | 4,317股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.59% | 1.26% | $88.2万 | 2,335股 | $76.4万 | 2,467股 | -132股-5.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 1.15% | $86.4万 | 2,445股 | $70.1万 | 2,445股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.58% | 1.29% | $85.8万 | 877股 | $78.5万 | 877股 | 00.00% | 持仓不变 |
| FFORMFACTORFORM |
| 0.56% | — | $83.2万 | 5,200股 | $0 | 0股 | +5,200股 | 新买入 |
 好市多COST |
| 0.56% | 1.72% | $83.2万 | 889股 | $104.7万 | 1,051股 | -162股-15.41% | 减仓 |
 英伟达NVDA |
| 0.56% | 5.03% | $82.7万 | 4,133股 | $306.2万 | 1.8万股 | -1.3万股-76.46% | 减仓 |
| PPROLOGIS COMPLD |
| 0.55% | 1.31% | $81.8万 | 6,039股 | $79.8万 | 6,039股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.53% | 1.13% | $78.8万 | 3,308股 | $68.9万 | 3,308股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.53% | 1.16% | $78.3万 | 2,391股 | $70.3万 | 2,391股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.51% | — | $75.5万 | 9,200股 | $0 | 0股 | +9,200股 | 新买入 |
 西部数据WDC |
| 0.5% | — | $74.7万 | 1,170股 | $0 | 0股 | +1,170股 | 新买入 |
