| IiShares安硕·MSCI TAIWAN ETFEWT |
| 42.36% | — | $1.27亿 | 116.7万股 | $0 | 0股 | +116.7万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 21.26% | — | $6,361.9万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 11.56% | — | $3,460.1万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 英伟达NVDA |
| 3.09% | 9.28% | $924.4万 | 4.6万股 | $586.0万 | 3.4万股 | +1.3万股+37.50% | 加仓 |
 博通AVGO |
| 1.59% | 4.49% | $474.8万 | 1.3万股 | $283.5万 | 9,160股 | +3,410股+37.23% | 加仓 |
 微软MSFT |
| 1.54% | 4.67% | $461.1万 | 1.2万股 | $294.7万 | 7,960股 | +4,400股+55.28% | 加仓 |
 谷歌AGOOGL |
| 1.29% | 5.01% | $385.2万 | 1.1万股 | $316.3万 | 1.1万股 | -220股-2.00% | 减仓 |
 iShares安硕·MBSACGL |
| 1.26% | — | $378.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 应用材料AMAT |
| 1.17% | 2.44% | $349.9万 | 4,840股 | $153.8万 | 4,500股 | +340股+7.56% | 加仓 |
 VisaV |
| 1.03% | 4.31% | $308.8万 | 9,000股 | $272.0万 | 9,000股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.03% | 2.4% | $307.7万 | 7,100股 | $151.7万 | 7,100股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.95% | 2.43% | $283.6万 | 9,400股 | $153.1万 | 1,040股 | +8,360股+803.85% | 加仓 |
 美光科技MU |
| 0.8% | 1.02% | $240.1万 | 2,080股 | $64.2万 | 1,900股 | +180股+9.47% | 加仓 |
 阿斯麦ASML |
| 0.76% | 2.38% | $226.8万 | 1,140股 | $150.6万 | 1,140股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.71% | 1.13% | $213.6万 | 1.5万股 | $71.5万 | 1.6万股 | -900股-5.56% | 减仓 |
 AMD超威AMD |
| 0.7% | 2.48% | $209.1万 | 3,600股 | $156.6万 | 7,700股 | -4,100股-53.25% | 减仓 |
 德州仪器TXN |
| 0.7% | 2.15% | $208.6万 | 7,000股 | $135.9万 | 7,000股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.69% | 3.14% | $207.6万 | 4,000股 | $198.3万 | 4,000股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.67% | 3.11% | $200.5万 | 4,000股 | $196.6万 | 4,000股 | 00.00% | 持仓不变 |
 NEBIUSNBIS |
| 0.66% | — | $198.8万 | 7,200股 | $0 | 0股 | +7,200股 | 新买入 |
 苹果AAPL |
| 0.56% | 1.17% | $168.4万 | 5,820股 | $73.6万 | 2,900股 | +2,920股+100.69% | 加仓 |
 Meta平台META |
| 0.55% | 2.07% | $164.5万 | 2,920股 | $130.4万 | 2,280股 | +640股+28.07% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.55% | — | $163.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 亚马逊AMZN |
| 0.54% | 2.41% | $162.1万 | 6,800股 | $152.0万 | 7,300股 | -500股-6.85% | 减仓 |
 安费诺APH |
| 0.43% | — | $128.7万 | 7,300股 | $0 | 0股 | +7,300股 | 新买入 |
| SSpaceXSPCX |
| 0.36% | — | $108.8万 | 6,370股 | $0 | 0股 | +6,370股 | 新买入 |
| PPOWER INTEGRATIONSPOWI |
| 0.35% | — | $104.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.34% | — | $101.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.32% | — | $96.8万 | 4,800股 | $0 | 0股 | +4,800股 | 新买入 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.3% | — | $90.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 康宁GLW |
| 0.28% | — | $84.3万 | 3,300股 | $0 | 0股 | +3,300股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 0.26% | — | $76.6万 | 8,100股 | $0 | 0股 | +8,100股 | 新买入 |
 Arista网络ANET |
| 0.23% | — | $68.0万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 相干公司COHR |
| 0.2% | — | $59.2万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 CienaCIEN |
| 0.2% | — | $58.9万 | 1,200股 | $0 | 0股 | +1,200股 | 新买入 |
 思科CSCO |
| 0.2% | — | $58.7万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 LumentumLITE |
| 0.17% | — | $51.5万 | 600股 | $0 | 0股 | +600股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.17% | — | $50.5万 | 2,700股 | $0 | 0股 | +2,700股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.16% | — | $47.4万 | 3,200股 | $0 | 0股 | +3,200股 | 新买入 |
