| MMKSMKSI |
| 24.7% | 14.49% | $2.59亿 | 58.2万股 | $1.05亿 | 45.6万股 | +12.5万股+27.47% | 加仓 |
 德州仪器TXN |
| 16.36% | — | $1.71亿 | 57.5万股 | $0 | 0股 | +57.5万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 16.14% | 1.25% | $1.69亿 | 62.2万股 | $902.1万 | 9.6万股 | +52.6万股+546.98% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 8% | — | $8,383.1万 | 31.2万股 | $0 | 0股 | +31.2万股 | 新买入 |
 台积电TSM |
| 7.57% | 5.18% | $7,931.2万 | 16.6万股 | $3,746.2万 | 11.1万股 | +5.5万股+49.82% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 5.77% | — | $6,049.3万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
| MMODINE MFGMOD |
| 4.75% | 1.88% | $4,980.6万 | 18.7万股 | $1,358.8万 | 6.3万股 | +12.4万股+197.49% | 加仓 |
 SITIMESITM |
| 3.47% | 5.14% | $3,630.1万 | 4.9万股 | $3,719.2万 | 10.8万股 | -5.9万股-54.79% | 减仓 |
 伍德沃德WWD |
| 2.77% | 0.68% | $2,901.5万 | 6.8万股 | $490.4万 | 1.4万股 | +5.5万股+397.81% | 加仓 |
 CienaCIEN |
| 2.42% | 4.79% | $2,534.6万 | 5.2万股 | $3,465.1万 | 8.9万股 | -3.8万股-42.11% | 减仓 |
| AASTERA LABSALAB |
| 2.4% | 1.13% | $2,511.7万 | 5.2万股 | $814.1万 | 7.4万股 | -2.2万股-29.99% | 减仓 |
 AMD超威AMD |
| 1.57% | 2.99% | $1,645.1万 | 2.8万股 | $2,163.3万 | 10.6万股 | -7.8万股-73.37% | 减仓 |
 西部数据WDC |
| 1.56% | — | $1,639.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 BWX科技BWXT |
| 0.68% | 11.11% | $716.4万 | 3.7万股 | $8,040.5万 | 39.3万股 | -35.6万股-90.66% | 减仓 |
 英伟达NVDA |
| 0.64% | 0.75% | $674.3万 | 3.4万股 | $544.1万 | 3.1万股 | +2,500股+8.01% | 加仓 |
 谷歌AGOOGL |
| 0.5% | 5.15% | $528.9万 | 1.5万股 | $3,723.5万 | 12.9万股 | -11.5万股-88.57% | 减仓 |
 阿里巴巴BABA |
| 0.5% | 0.76% | $523.1万 | 5.5万股 | $549.5万 | 4.4万股 | +1.1万股+24.43% | 加仓 |
 DAQO NEW ENERGYDQ |
| 0.18% | — | $187.9万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
