 应用材料AMAT |
| 5.81% | 4.55% | $1.59亿 | 22.0万股 | $9,535.7万 | 27.9万股 | -5.9万股-21.28% | 减仓 |
 安费诺APH |
| 5.23% | 4.71% | $1.43亿 | 81.0万股 | $9,867.4万 | 78.1万股 | +2.9万股+3.71% | 加仓 |
 台积电TSM |
| 5.18% | 4.89% | $1.42亿 | 29.6万股 | $1.02亿 | 30.3万股 | -6,398股-2.11% | 减仓 |
 美光科技MU |
| 5.03% | 2.32% | $1.38亿 | 11.9万股 | $4,865.2万 | 14.4万股 | -2.5万股-17.28% | 减仓 |
 英伟达NVDA |
| 4.96% | 6.25% | $1.36亿 | 67.8万股 | $1.31亿 | 75.0万股 | -7.2万股-9.66% | 减仓 |
| OONTO INNOVATIONONTO |
| 4.62% | — | $1.26亿 | 33.3万股 | $0 | 0股 | +33.3万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 4.54% | 5% | $1.24亿 | 33.3万股 | $1.05亿 | 32.5万股 | +8,294股+2.55% | 加仓 |
| AASTERA LABSALAB |
| 4.48% | 2.64% | $1.23亿 | 25.4万股 | $5,527.1万 | 50.4万股 | -25.1万股-49.71% | 减仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 4.42% | 2.89% | $1.21亿 | 36.3万股 | $6,049.6万 | 53.9万股 | -17.6万股-32.71% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.18% | — | $1.14亿 | 28.7万股 | $0 | 0股 | +28.7万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 4.13% | 4.63% | $1.13亿 | 29.6万股 | $9,689.9万 | 43.6万股 | -14.0万股-32.10% | 减仓 |
 CienaCIEN |
| 4.06% | 4.59% | $1.11亿 | 22.6万股 | $9,605.3万 | 24.7万股 | -2.1万股-8.57% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 4.01% | — | $1.09亿 | 58.5万股 | $0 | 0股 | +58.5万股 | 新买入 |
 LumentumLITE |
| 3.99% | 5.29% | $1.09亿 | 12.7万股 | $1.11亿 | 15.8万股 | -3.1万股-19.41% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 3.96% | 4.39% | $1.08亿 | 226.7万股 | $9,193.3万 | 276.2万股 | -49.5万股-17.93% | 减仓 |
 慧与HPEHPE |
| 3.87% | 4.13% | $1.06亿 | 234.2万股 | $8,655.3万 | 363.5万股 | -129.3万股-35.57% | 减仓 |
 迈威尔MRVL |
| 3.81% | 1.8% | $1.04亿 | 35.0万股 | $3,778.3万 | 38.1万股 | -3.2万股-8.35% | 减仓 |
 博通AVGO |
| 3.6% | 5.23% | $9,841.0万 | 26.1万股 | $1.10亿 | 35.4万股 | -9.4万股-26.42% | 减仓 |
 NEBIUSNBIS |
| 3.6% | — | $9,836.7万 | 35.6万股 | $0 | 0股 | +35.6万股 | 新买入 |
| IINSIGHT ENTERPRISESNSIT |
| 3.44% | — | $9,402.5万 | 77.2万股 | $0 | 0股 | +77.2万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 3.43% | 3.88% | $9,376.7万 | 36.0万股 | $8,125.1万 | 46.3万股 | -10.3万股-22.30% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 2.83% | 3.85% | $7,718.9万 | 103.1万股 | $8,064.0万 | 233.4万股 | -130.3万股-55.84% | 减仓 |
| SSANDISK COMSNDK |
| 2.41% | 1.01% | $6,579.9万 | 2.9万股 | $2,119.0万 | 3.3万股 | -4,413股-13.23% | 减仓 |
| FFABRINETFN |
| 2.32% | 4.27% | $6,334.4万 | 11.3万股 | $8,943.7万 | 17.1万股 | -5.9万股-34.29% | 减仓 |
 摩托罗拉解决方案MSI |
| 2.08% | 4.6% | $5,677.6万 | 13.7万股 | $9,638.8万 | 22.2万股 | -8.5万股-38.45% | 减仓 |
