 博通AVGO |
| 2.08% | 2.33% | $2.71亿 | 71.7万股 | $1.98亿 | 64.1万股 | +7.6万股+11.89% | 加仓 |
 思科CSCO |
| 1.96% | 2.09% | $2.55亿 | 217.1万股 | $1.78亿 | 230.0万股 | -12.9万股-5.62% | 减仓 |
 CloudflareNET |
| 1.54% | 1.76% | $2.00亿 | 81.6万股 | $1.50亿 | 72.9万股 | +8.7万股+12.00% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.48% | 1.71% | $1.93亿 | 37.9万股 | $1.46亿 | 21.3万股 | +16.6万股+77.55% | 加仓 |
 PALO ALTOPANW |
| 1.34% | 1.29% | $1.75亿 | 51.3万股 | $1.10亿 | 68.7万股 | -17.5万股-25.43% | 减仓 |
| HHORIZON QUANTUMHQWWW |
| 1.17% | — | $1.52亿 | 546.5万股 | $0 | 0股 | +546.5万股 | 新买入 |
| AARQIT QUANTUM INC COM USD0.0025(POST REV SPT) |
| 1.16% | 0.23% | $1.51亿 | 508.1万股 | $1,924.3万 | 145.2万股 | +362.9万股+249.87% | 加仓 |
 CrowdStrikeCRWD |
| 1.12% | 1.22% | $1.46亿 | 19.2万股 | $1.04亿 | 26.5万股 | -7.4万股-27.77% | 减仓 |
 飞塔FTNT |
| 1.07% | 1.11% | $1.39亿 | 90.7万股 | $9,438.6万 | 115.5万股 | -24.8万股-21.44% | 减仓 |
 迈威尔MRVL |
| 1.02% | 0.77% | $1.33亿 | 44.5万股 | $6,576.7万 | 66.4万股 | -21.9万股-32.98% | 减仓 |
 通用动力GD |
| 0.99% | 1.11% | $1.28亿 | 36.3万股 | $9,468.4万 | 27.6万股 | +8.7万股+31.44% | 加仓 |
 F5FFIV |
| 0.97% | 1.1% | $1.26亿 | 30.2万股 | $9,398.7万 | 32.5万股 | -2.3万股-6.94% | 减仓 |
 英伟达NVDA |
| 0.9% | 0.99% | $1.17亿 | 58.4万股 | $8,400.8万 | 48.2万股 | +10.2万股+21.25% | 加仓 |
 OKTA CLASS AOKTA |
| 0.88% | 0.99% | $1.15亿 | 84.3万股 | $8,469.4万 | 107.6万股 | -23.3万股-21.66% | 减仓 |
| AA10 NETWORKSATEN |
| 0.88% | 0.97% | $1.15亿 | 306.8万股 | $8,309.4万 | 359.4万股 | -52.6万股-14.64% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 0.85% | 0.88% | $1.11亿 | 138.0万股 | $7,535.4万 | 153.9万股 | -15.9万股-10.34% | 减仓 |
 TENABLETENB |
| 0.84% | 0.67% | $1.09亿 | 295.3万股 | $5,732.0万 | 338.9万股 | -43.6万股-12.87% | 减仓 |
 泛林集团LRCX |
| 0.84% | 0.71% | $1.09亿 | 25.1万股 | $6,032.4万 | 28.2万股 | -3.1万股-11.15% | 减仓 |
| QQualysQLYS |
| 0.82% | 0.75% | $1.07亿 | 78.0万股 | $6,435.0万 | 73.3万股 | +4.8万股+6.49% | 加仓 |
 AMD超威AMD |
| 0.82% | 0.59% | $1.07亿 | 18.5万股 | $5,008.0万 | 24.6万股 | -6.2万股-25.03% | 减仓 |
 美光科技MU |
| 0.82% | 0.73% | $1.07亿 | 9.2万股 | $6,262.8万 | 18.5万股 | -9.3万股-50.19% | 减仓 |
 Varonis Systems,VRNS |
| 0.81% | 0.73% | $1.06亿 | 252.0万股 | $6,207.9万 | 289.1万股 | -37.1万股-12.84% | 减仓 |
 Arm控股ARM |
| 0.8% | 0.68% | $1.05亿 | 29.5万股 | $5,797.8万 | 38.3万股 | -8.8万股-23.01% | 减仓 |
 ZscalerZS |
| 0.8% | 0.92% | $1.04亿 | 73.9万股 | $7,798.8万 | 55.6万股 | +18.4万股+33.01% | 加仓 |
 应用材料AMAT |
| 0.8% | 0.63% | $1.04亿 | 14.4万股 | $5,381.2万 | 15.7万股 | -1.3万股-8.35% | 减仓 |
| AASTERA LABSALAB |
| 0.78% | 0.33% | $1.01亿 | 21.0万股 | $2,814.2万 | 25.7万股 | -4.7万股-18.36% | 减仓 |
| SSpaceXSPCX |
| 0.77% | — | $9,989.5万 | 58.5万股 | $0 | 0股 | +58.5万股 | 新买入 |
 科磊KLAC |
| 0.77% | 0.6% | $9,984.0万 | 33.1万股 | $5,107.7万 | 3.5万股 | +29.6万股+853.92% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.76% | 0.61% | $9,859.0万 | 97.0万股 | $5,239.5万 | 81.6万股 | +15.4万股+18.88% | 加仓 |
| QQUANTINUUM INCQNT |
| 0.75% | — | $9,810.2万 | 120.0万股 | $0 | 0股 | +120.0万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.74% | 0.89% | $9,634.5万 | 73.3万股 | $7,570.2万 | 53.0万股 | +20.3万股+38.33% | 加仓 |
 GEN DIGITALGEN |
| 0.73% | 0.77% | $9,559.0万 | 384.0万股 | $6,574.7万 | 349.2万股 | +34.9万股+9.99% | 加仓 |
| TTERADYNETER |
| 0.73% | 0.72% | $9,505.6万 | 19.6万股 | $6,140.2万 | 20.7万股 | -1.1万股-5.15% | 减仓 |
 英特尔INTC |
| 0.72% | 0.55% | $9,382.1万 | 67.2万股 | $4,670.6万 | 105.8万股 | -38.6万股-36.52% | 减仓 |
| MMKSMKSI |
| 0.72% | 0.68% | $9,376.5万 | 21.1万股 | $5,759.4万 | 25.1万股 | -4.0万股-15.89% | 减仓 |
| OONTO INNOVATIONONTO |
| 0.72% | 0.61% | $9,346.1万 | 24.7万股 | $5,220.5万 | 25.5万股 | -7,620股-2.99% | 减仓 |
 雷神技术RTX |
| 0.72% | 0.65% | $9,326.2万 | 49.2万股 | $5,556.3万 | 28.8万股 | +20.3万股+70.65% | 加仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.71% | 0.81% | $9,244.9万 | 544.8万股 | $6,936.4万 | 538.5万股 | +6.2万股+1.16% | 加仓 |
| S道富SPYM |
| 0.69% | 0.72% | $8,978.2万 | 102.2万股 | $6,147.2万 | 80.3万股 | +21.9万股+27.21% | 加仓 |
 NEBIUSNBIS |
| 0.67% | <0.01% | $8,705.1万 | 31.5万股 | $22.7万 | 2,190股 | +31.3万股+14,293.01% | 加仓 |
| Q高通QCOM |
| 0.67% | 0.54% | $8,704.7万 | 47.1万股 | $4,598.9万 | 35.7万股 | +11.4万股+31.90% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.66% | 0.65% | $8,630.8万 | 97.1万股 | $5,502.0万 | 66.4万股 | +30.7万股+46.29% | 加仓 |
| BBTQ TECHNOLOGIES CORP COMBTQ |
| 0.66% | 0.2% | $8,597.3万 | 1,595.0万股 | $1,691.8万 | 633.6万股 | +961.4万股+151.72% | 加仓 |
| FFastlyFSLY |
| 0.65% | 1.21% | $8,485.8万 | 462.2万股 | $1.03亿 | 353.8万股 | +108.4万股+30.64% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.65% | 0.77% | $8,462.1万 | 637.2万股 | $6,587.8万 | 819.4万股 | -182.2万股-22.23% | 减仓 |
 洛克希德马丁LMT |
| 0.65% | 0.74% | $8,401.7万 | 16.5万股 | $6,272.2万 | 10.4万股 | +6.1万股+58.91% | 加仓 |
 RADWARERDWR |
| 0.65% | 0.91% | $8,397.7万 | 272.1万股 | $7,749.5万 | 294.4万股 | -22.3万股-7.58% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.62% | 0.4% | $8,116.5万 | 31.9万股 | $3,429.8万 | 22.7万股 | +9.1万股+40.23% | 加仓 |
 台积电TSM |
| 0.61% | 0.54% | $7,964.8万 | 16.7万股 | $4,609.5万 | 13.6万股 | +3.0万股+22.27% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.6% | 0.65% | $7,810.5万 | 104.3万股 | $5,523.1万 | 159.9万股 | -55.6万股-34.76% | 减仓 |
