 希捷STX |
| 26.96% | 14.6% | $6,811.5万 | 7.1万股 | $1,570.4万 | 4.0万股 | +3.0万股+76.08% | 加仓 |
 西部数据WDC |
| 23.86% | 18.5% | $6,028.6万 | 9.4万股 | $1,989.7万 | 7.4万股 | +2.1万股+28.31% | 加仓 |
 美光科技MU |
| 23.72% | 16.01% | $5,992.8万 | 5.2万股 | $1,722.3万 | 5.1万股 | +939股+1.84% | 加仓 |
| SSANDISK COMSNDK |
| 12.43% | 23.47% | $3,141.8万 | 1.4万股 | $2,524.5万 | 4.0万股 | -2.6万股-65.22% | 减仓 |
 台积电TSM |
| 6.33% | 10.15% | $1,600.5万 | 3.4万股 | $1,091.9万 | 3.2万股 | +1,204股+3.73% | 加仓 |
| AASTERA LABSALAB |
| 1.43% | — | $361.2万 | 7,477股 | $0 | 0股 | +7,477股 | 新买入 |
 阿斯麦ASML |
| 1.22% | 0.61% | $308.0万 | 1,548股 | $66.0万 | 500股 | +1,048股+209.60% | 加仓 |
 泛林集团LRCX |
| 0.88% | 0.38% | $222.6万 | 5,136股 | $40.6万 | 1,900股 | +3,236股+170.32% | 加仓 |
 迈威尔MRVL |
| 0.75% | — | $190.1万 | 6,382股 | $0 | 0股 | +6,382股 | 新买入 |
| TTERAWULF COMWULF |
| 0.47% | 0.17% | $118.6万 | 4.8万股 | $18.8万 | 1.3万股 | +3.5万股+269.23% | 加仓 |
 英伟达NVDA |
| 0.45% | 1.33% | $112.6万 | 5,626股 | $142.6万 | 8,175股 | -2,549股-31.18% | 减仓 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.38% | — | $96.8万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 Xpeng Inc ADRXPEV |
| 0.36% | — | $90.3万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| HHUT 8HUT |
| 0.34% | — | $85.4万 | 7,400股 | $0 | 0股 | +7,400股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 0.31% | — | $79.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| MMAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.07% | — | $18.2万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 BlockXYZ |
| 0.04% | 0.09% | $9.5万 | 10.0万股 | $9.4万 | 10.0万股 | 00.00% | 持仓不变 |
