 台积电TSM |
| 19.1% | 5.95% | $2.16亿 | 45.3万股 | $5,496.4万 | 16.3万股 | +29.0万股+178.41% | 加仓 |
 AMD超威AMD |
| 8.78% | 3.53% | $9,939.4万 | 17.1万股 | $3,263.0万 | 16.0万股 | +1.1万股+6.67% | 加仓 |
 LumentumLITE |
| 8.11% | 4.16% | $9,177.8万 | 10.7万股 | $3,847.3万 | 5.5万股 | +5.2万股+95.38% | 加仓 |
 迈威尔MRVL |
| 7.6% | — | $8,605.4万 | 28.9万股 | $0 | 0股 | +28.9万股 | 新买入 |
 康宁GLW |
| 6.64% | 3.98% | $7,514.0万 | 29.4万股 | $3,676.8万 | 27.0万股 | +2.4万股+8.78% | 加仓 |
 英特尔INTC |
| 5.79% | 4.07% | $6,553.4万 | 46.9万股 | $3,762.5万 | 85.3万股 | -38.3万股-44.95% | 减仓 |
| Q高通QCOM |
| 4.96% | — | $5,611.9万 | 30.4万股 | $0 | 0股 | +30.4万股 | 新买入 |
 雪佛龙CVX |
| 4.65% | — | $5,261.2万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
 RobinhoodHOOD |
| 4.54% | 3.87% | $5,143.9万 | 51.3万股 | $3,577.6万 | 51.6万股 | -3,300股-0.64% | 减仓 |
 天弘CLS |
| 3.48% | — | $3,939.8万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 博通AVGO |
| 3.31% | — | $3,745.8万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
 美光科技MU |
| 3.24% | 9.55% | $3,671.2万 | 3.2万股 | $8,828.0万 | 26.1万股 | -23.0万股-87.83% | 减仓 |
 贝克休斯BKR |
| 2.86% | 3.22% | $3,241.2万 | 58.4万股 | $2,980.1万 | 48.8万股 | +9.6万股+19.64% | 加仓 |
 CienaCIEN |
| 1.5% | — | $1,703.2万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 1.43% | — | $1,614.7万 | 121.6万股 | $0 | 0股 | +121.6万股 | 新买入 |
| TTERADYNETER |
| 1.37% | 1.7% | $1,548.3万 | 3.2万股 | $1,567.9万 | 5.3万股 | -2.1万股-39.49% | 减仓 |
| XX-ENERGY INCXE |
| 1.03% | — | $1,167.7万 | 63.6万股 | $0 | 0股 | +63.6万股 | 新买入 |
 斯伦贝谢SLB |
| 1.03% | 1.39% | $1,162.3万 | 25.0万股 | $1,284.8万 | 25.0万股 | 00.00% | 持仓不变 |
 TRIP COMTCOM |
| 0.97% | 1.01% | $1,092.5万 | 27.4万股 | $933.6万 | 18.8万股 | +8.7万股+46.25% | 加仓 |
| AAXT·INCAXTI |
| 0.89% | — | $1,009.1万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 SITIMESITM |
| 0.82% | — | $932.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 ROOTROOT |
| 0.79% | 0.77% | $899.2万 | 16.1万股 | $710.2万 | 16.1万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.75% | 2.51% | $844.6万 | 8.8万股 | $2,321.0万 | 18.5万股 | -9.7万股-52.43% | 减仓 |
| KKULICKE & SOFFA INDSKLIC |
| 0.74% | — | $839.8万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 BWX科技BWXT |
| 0.69% | — | $778.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 超微电脑SMCI |
| 0.62% | — | $698.9万 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 0.59% | — | $662.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IINNIO NVINIO |
| 0.56% | — | $629.4万 | 15.9万股 | $0 | 0股 | +15.9万股 | 新买入 |
| SSEMTECHSMTC |
| 0.53% | — | $600.5万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| PPOET TECHNOLOGIESPOET |
| 0.49% | — | $555.1万 | 54.0万股 | $0 | 0股 | +54.0万股 | 新买入 |
| NNEW ORIENTAL EDUCATIONEDU |
| 0.42% | 0.95% | $471.5万 | 10.3万股 | $879.5万 | 15.5万股 | -5.3万股-33.87% | 减仓 |
 SnapSNAP |
| 0.35% | 0.78% | $399.8万 | 90.1万股 | $722.2万 | 157.0万股 | -67.0万股-42.64% | 减仓 |
| B百度BIDU |
| 0.26% | — | $299.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.24% | 3.61% | $274.0万 | 1,205股 | $3,333.3万 | 5.2万股 | -5.1万股-97.70% | 减仓 |
| SSEADRILLSDRL |
| 0.21% | — | $233.0万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| TTRANSOCEANRIG |
| 0.19% | — | $217.7万 | 44.5万股 | $0 | 0股 | +44.5万股 | 新买入 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.19% | — | $216.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 SUPER MICRSMCI |
| 0.09% | — | $103.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 阿斯麦ASML |
| 0.06% | 3% | $68.6万 | 345股 | $2,773.7万 | 2.1万股 | -2.1万股-98.36% | 减仓 |
| UUNITED MICROELECTRONICSUMC |
| 0.04% | — | $47.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 甲骨文ORCL |
| 0.04% | — | $45.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 应用材料AMAT |
| 0.03% | 3.21% | $28.9万 | 400股 | $2,966.7万 | 8.7万股 | -8.6万股-99.54% | 减仓 |
 泛林集团LRCX |
| 0.02% | 3.24% | $26.0万 | 600股 | $2,992.1万 | 14.0万股 | -13.9万股-99.57% | 减仓 |
| DDINGDONG CAYMANDDL |
| 0.01% | 0.01% | $6.4万 | 3.3万股 | $8.5万 | 3.3万股 | 00.00% | 持仓不变 |
