| IiShares安硕信托IVV |
| 2.09% | 1.97% | $1.54亿 | 20.6万股 | $1.38亿 | 21.1万股 | -4,780股-2.27% | 减仓 |
| HHORIZON QUANTUMHQWWW |
| 2.05% | — | $1.51亿 | 558.3万股 | $0 | 0股 | +558.3万股 | 新买入 |
| AARQIT QUANTUM INC COM USD0.0025(POST REV SPT) |
| 2% | 0.28% | $1.47亿 | 509.9万股 | $1,924.3万 | 145.2万股 | +364.7万股+251.10% | 加仓 |
 博通AVGO |
| 1.94% | 5.81% | $1.43亿 | 38.7万股 | $4.06亿 | 131.1万股 | -92.3万股-70.44% | 减仓 |
 英伟达NVDA |
| 1.86% | 1.19% | $1.37亿 | 69.2万股 | $8,322.3万 | 47.7万股 | +21.5万股+45.12% | 加仓 |
 迈威尔MRVL |
| 1.56% | 0.86% | $1.15亿 | 42.4万股 | $6,010.5万 | 60.7万股 | -18.3万股-30.13% | 减仓 |
| UUNITED STS OIL FDUSO |
| 1.56% | — | $1.15亿 | 108.0万股 | $0 | 0股 | +108.0万股 | 新买入 |
 AMD超威AMD |
| 1.44% | 0.62% | $1.06亿 | 19.6万股 | $4,330.6万 | 21.3万股 | -1.6万股-7.75% | 减仓 |
 Arm控股ARM |
| 1.41% | 0.84% | $1.04亿 | 30.8万股 | $5,863.1万 | 38.8万股 | -8.0万股-20.53% | 减仓 |
 思科CSCO |
| 1.37% | 0.93% | $1.01亿 | 86.5万股 | $6,470.9万 | 83.4万股 | +3.1万股+3.73% | 加仓 |
| QQUANTINUUM INCQNT |
| 1.29% | — | $9,529.0万 | 121.5万股 | $0 | 0股 | +121.5万股 | 新买入 |
| AASTERA LABSALAB |
| 1.24% | 0.42% | $9,173.7万 | 21.3万股 | $2,909.2万 | 26.5万股 | -5.3万股-19.79% | 减仓 |
 GE VernovaGEV |
| 1.24% | 0.32% | $9,159.5万 | 8.1万股 | $2,209.1万 | 2.5万股 | +5.5万股+219.06% | 加仓 |
 应用材料AMAT |
| 1.21% | 0.76% | $8,928.9万 | 13.7万股 | $5,316.5万 | 15.6万股 | -1.8万股-11.81% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.18% | 0.73% | $8,677.1万 | 24.7万股 | $5,123.9万 | 25.0万股 | -2,902股-1.16% | 减仓 |
| MMKSMKSI |
| 1.17% | 0.82% | $8,650.1万 | 21.0万股 | $5,759.4万 | 25.1万股 | -4.0万股-16.03% | 减仓 |
| BBTQ TECHNOLOGIES CORP COMBTQ |
| 1.15% | 0.24% | $8,504.8万 | 1,604.7万股 | $1,691.8万 | 633.6万股 | +971.0万股+153.24% | 加仓 |
 科磊KLAC |
| 1.15% | 0.73% | $8,442.6万 | 31.7万股 | $5,063.8万 | 3.4万股 | +28.3万股+822.23% | 加仓 |
| Q高通QCOM |
| 1.14% | 0.64% | $8,399.4万 | 46.2万股 | $4,464.3万 | 34.7万股 | +11.5万股+33.19% | 加仓 |
 泛林集团LRCX |
| 1.13% | 0.78% | $8,294.4万 | 21.2万股 | $5,456.0万 | 25.5万股 | -4.3万股-16.98% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 1.12% | 0.98% | $8,226.3万 | 637.2万股 | $6,823.3万 | 848.7万股 | -211.5万股-24.92% | 减仓 |
 美光科技MU |
| 1.11% | 0.79% | $8,216.8万 | 8.0万股 | $5,537.7万 | 16.4万股 | -8.4万股-51.44% | 减仓 |
| TTERADYNETER |
| 1.11% | 0.88% | $8,203.9万 | 19.2万股 | $6,129.0万 | 20.7万股 | -1.5万股-7.14% | 减仓 |
 英特尔INTC |
| 1.11% | 0.66% | $8,151.6万 | 64.2万股 | $4,622.8万 | 104.8万股 | -40.6万股-38.74% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 1.04% | 0.73% | $7,697.0万 | 52.6万股 | $5,085.1万 | 54.8万股 | -2.2万股-4.03% | 减仓 |
 NEBIUSNBIS |
| 1.04% | 0.02% | $7,662.5万 | 33.4万股 | $135.0万 | 1.3万股 | +32.1万股+2,469.52% | 加仓 |
 伊顿ETN |
| 1.04% | 0.3% | $7,650.0万 | 18.6万股 | $2,124.2万 | 5.9万股 | +12.6万股+212.41% | 加仓 |
| RRADNETRDNT |
| 1.02% | 0.44% | $7,504.4万 | 114.4万股 | $3,048.7万 | 54.5万股 | +59.8万股+109.66% | 加仓 |
 VertivVRT |
| 1.02% | 0.28% | $7,498.0万 | 24.1万股 | $1,937.5万 | 7.7万股 | +16.3万股+211.38% | 加仓 |
 CloudflareNET |
| 1.02% | 0.59% | $7,488.2万 | 30.4万股 | $4,088.2万 | 19.8万股 | +10.6万股+53.44% | 加仓 |
 QUANTA SVCSPWR |
| 1% | 0.29% | $7,378.8万 | 10.7万股 | $2,027.2万 | 3.7万股 | +7.0万股+189.03% | 加仓 |
 雷神技术RTX |
| 1% | 0.68% | $7,378.1万 | 38.5万股 | $4,780.9万 | 24.8万股 | +13.7万股+55.23% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.99% | 0.42% | $7,275.1万 | 27.9万股 | $2,946.3万 | 19.5万股 | +8.3万股+42.58% | 加仓 |
 台积电TSM |
| 0.98% | 0.6% | $7,228.6万 | 16.3万股 | $4,208.2万 | 12.5万股 | +3.8万股+30.68% | 加仓 |
 德州仪器TXN |
| 0.97% | 0.65% | $7,156.5万 | 24.0万股 | $4,554.4万 | 23.5万股 | +5,225股+2.23% | 加仓 |
| QQUANTUM EMOTIONQNC |
| 0.97% | — | $7,155.6万 | 2,401.2万股 | $0 | 0股 | +2,401.2万股 | 新买入 |
| IIBMIBM |
| 0.96% | 0.48% | $7,102.7万 | 24.8万股 | $3,336.9万 | 13.8万股 | +11.0万股+80.24% | 加仓 |
 阿斯麦ASML |
| 0.96% | 0.71% | $7,068.6万 | 3.8万股 | $4,962.6万 | 3.8万股 | +781股+2.08% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.95% | 0.84% | $6,990.8万 | 28.5万股 | $5,835.9万 | 33.3万股 | -4.8万股-14.36% | 减仓 |
 相干公司COHR |
| 0.94% | 0.77% | $6,939.0万 | 18.8万股 | $5,389.4万 | 22.6万股 | -3.8万股-16.80% | 减仓 |
| TTERADATA DELTDC |
| 0.94% | 0.49% | $6,930.9万 | 201.1万股 | $3,406.1万 | 132.9万股 | +68.2万股+51.34% | 加仓 |
 MONGODB CL AMDB |
| 0.93% | 0.35% | $6,874.0万 | 19.1万股 | $2,415.7万 | 9.9万股 | +9.3万股+93.81% | 加仓 |
| NNUTANIXNTNX |
| 0.93% | 0.48% | $6,857.6万 | 133.9万股 | $3,339.3万 | 87.9万股 | +46.1万股+52.46% | 加仓 |
| DD-WAVE QUANTUMQBTS |
| 0.93% | 0.07% | $6,843.3万 | 291.2万股 | $493.3万 | 34.2万股 | +257.0万股+751.84% | 加仓 |
 甲骨文ORCL |
| 0.92% | 7% | $6,812.4万 | 47.8万股 | $4.89亿 | 332.3万股 | -284.5万股-85.61% | 减仓 |
 谷歌AGOOGL |
| 0.92% | 0.54% | $6,775.1万 | 18.8万股 | $3,801.7万 | 13.2万股 | +5.5万股+41.88% | 加仓 |
 亚马逊AMZN |
| 0.92% | — | $6,766.4万 | 28.0万股 | $0 | 0股 | +28.0万股 | 新买入 |
| XXANADU QUANTUM TECHNOLOXNDU |
| 0.92% | — | $6,753.6万 | 569.9万股 | $0 | 0股 | +569.9万股 | 新买入 |
| NNVENVEC |
| 0.91% | 0.54% | $6,732.0万 | 63.5万股 | $3,802.2万 | 58.0万股 | +5.5万股+9.44% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.91% | 0.58% | $6,729.2万 | 75.9万股 | $4,014.9万 | 62.1万股 | +13.7万股+22.10% | 加仓 |
