| SSANDISK COMSNDK |
| 22.14% | — | $5,184.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 希捷STX |
| 11.38% | 25.41% | $2,664.9万 | 2.8万股 | $3,784.4万 | 9.7万股 | -6.9万股-71.41% | 减仓 |
 AMD超威AMD |
| 9.93% | — | $2,324.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 迈威尔MRVL |
| 9.47% | — | $2,216.3万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 7.15% | — | $1,674.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 BWX科技BWXT |
| 5.95% | — | $1,393.3万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 DAQO NEW ENERGYDQ |
| 5.46% | 6.53% | $1,277.4万 | 95.4万股 | $972.4万 | 45.7万股 | +49.7万股+108.68% | 加仓 |
 应用材料AMAT |
| 4.38% | — | $1,026.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| B百度BIDU |
| 4.1% | — | $958.9万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 3.23% | — | $755.2万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
| VVEECO INSTRS DELVECO |
| 3.1% | — | $725.0万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| PPOWER INTEGRATIONSPOWI |
| 2.38% | — | $557.7万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 台积电TSM |
| 2.33% | — | $544.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| NNAVITAS SEMICONDUCTORNVTS |
| 2.15% | — | $502.8万 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
| VVIAVI SOLUTIONSVIAV |
| 2.15% | — | $502.3万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| SSEMTECHSMTC |
| 2% | — | $469.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| SSIGMA LITHIUM CORPORATION COMSGML |
| 1.68% | 2.57% | $392.2万 | 31.0万股 | $382.6万 | 31.0万股 | 00.00% | 持仓不变 |
 JOYYJOYY |
| 0.6% | 1.67% | $140.8万 | 2.1万股 | $249.2万 | 4.3万股 | -2.1万股-50.00% | 减仓 |
 英特尔INTC |
| 0.45% | — | $105.3万 | 7,542股 | $0 | 0股 | +7,542股 | 新买入 |
