| SSPDR标普500 ETFSPY |
| 16.87% | — | $806.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 高盛GS |
| 13.33% | — | $637.2万 | 6,300股 | $0 | 0股 | +6,300股 | 新买入 |
 礼来LLY |
| 11.04% | — | $527.7万 | 4,400股 | $0 | 0股 | +4,400股 | 新买入 |
 希捷STX |
| 8.48% | — | $405.3万 | 4,200股 | $0 | 0股 | +4,200股 | 新买入 |
 英特尔INTC |
| 8.03% | — | $384.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 思科CSCO |
| 6.14% | — | $293.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 应用材料AMAT |
| 5.14% | — | $245.8万 | 3,400股 | $0 | 0股 | +3,400股 | 新买入 |
 GE VernovaGEV |
| 4.91% | 8.01% | $235.0万 | 2,000股 | $375.3万 | 4,300股 | -2,300股-53.49% | 减仓 |
 GE航空GE |
| 4.85% | — | $231.7万 | 6,200股 | $0 | 0股 | +6,200股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 4.02% | — | $192.3万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 2.98% | — | $142.4万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 科磊KLAC |
| 2.21% | — | $105.6万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
| TTERADYNETER |
| 2.02% | 10% | $96.8万 | 2,000股 | $468.4万 | 1.6万股 | -1.4万股-87.34% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 1.99% | — | $95.1万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 美光科技MU |
| 1.21% | 13.98% | $57.7万 | 500股 | $654.7万 | 1.1万股 | -1.0万股-95.24% | 减仓 |
 Bloom EnergyBE |
| 1.14% | 1.56% | $54.5万 | 1,800股 | $73.2万 | 5,400股 | -3,600股-66.67% | 减仓 |
 康宁GLW |
| 1.12% | 3.02% | $53.6万 | 2,100股 | $141.4万 | 1.0万股 | -8,300股-79.81% | 减仓 |
 卡特彼勒CAT |
| 1.11% | 1.66% | $53.2万 | 500股 | $77.9万 | 1,100股 | -600股-54.55% | 减仓 |
| SSANDISK COMSNDK |
| 0.95% | — | $45.5万 | 200股 | $0 | 0股 | +200股 | 新买入 |
 阿斯麦ASML |
| 0.83% | 3.38% | $39.8万 | 200股 | $158.5万 | 1,200股 | -1,000股-83.33% | 减仓 |
| AATIATI |
| 0.82% | — | $39.4万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| TTALEN ENERGYTLN |
| 0.8% | — | $38.4万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
