 美光科技MU |
| 65.35% | — | $6.60亿 | 57.2万股 | $0 | 0股 | +57.2万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 6.63% | 0.18% | $6,690.5万 | 73.5万股 | $116.3万 | 1.8万股 | +71.7万股+3,984.53% | 加仓 |
 微软MSFT |
| 5.29% | 0.36% | $5,337.6万 | 14.3万股 | $239.6万 | 6,472股 | +13.7万股+2,111.05% | 加仓 |
 应用材料AMAT |
| 5.29% | 0.67% | $5,336.0万 | 7.4万股 | $444.3万 | 1.3万股 | +6.1万股+467.72% | 加仓 |
| V先锋领航指数基金VOO |
| 1.72% | 69.66% | $1,733.3万 | 4.0万股 | $4.61亿 | 88.1万股 | -84.1万股-95.46% | 减仓 |
| SSEMTECHSMTC |
| 1.47% | — | $1,487.6万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.14% | 0.8% | $1,148.3万 | 4.0万股 | $529.1万 | 1.1万股 | +2.9万股+259.39% | 加仓 |
 苹果AAPL |
| 0.87% | 1.92% | $877.1万 | 2.5万股 | $1,272.4万 | 5.0万股 | -2.6万股-51.03% | 减仓 |
 SITIMESITM |
| 0.82% | 0.21% | $823.7万 | 1.1万股 | $138.1万 | 4,000股 | +7,041股+176.03% | 加仓 |
 万事达MA |
| 0.76% | 0.06% | $771.0万 | 1.5万股 | $37.4万 | 748股 | +1.4万股+1,905.35% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.76% | 0.51% | $770.0万 | 2.2万股 | $338.9万 | 1.2万股 | +1.0万股+83.33% | 加仓 |
 AMD超威AMD |
| 0.72% | 0.12% | $726.1万 | 1.3万股 | $81.4万 | 4,000股 | +8,500股+212.50% | 加仓 |
 雷神技术RTX |
| 0.68% | 0.12% | $684.0万 | 3.6万股 | $80.1万 | 4,150股 | +3.2万股+767.47% | 加仓 |
 科磊KLAC |
| 0.67% | 0.8% | $676.8万 | 2.7万股 | $530.1万 | 3,600股 | +2.3万股+636.11% | 加仓 |
| IiShares安硕·COREIJH |
| 0.61% | 0.9% | $616.0万 | 8.0万股 | $596.6万 | 8.8万股 | -8,349股-9.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.58% | $494.2万 | 1.4万股 | $384.6万 | 1.3万股 | +591股+4.41% | 加仓 |
 礼来LLY |
| 0.47% | 0.06% | $474.8万 | 3,960股 | $43.0万 | 467股 | +3,493股+747.97% | 加仓 |
 亚马逊AMZN |
| 0.47% | 2.34% | $470.5万 | 1.3万股 | $1,547.0万 | 7.4万股 | -6.1万股-82.07% | 减仓 |
 Arm控股ARM |
| 0.42% | — | $426.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 Bloom EnergyBE |
| 0.42% | — | $424.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.38% | 1.34% | $387.9万 | 1,706股 | $889.5万 | 1.4万股 | -1.2万股-87.81% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.37% | 0.17% | $370.0万 | 2.5万股 | $110.0万 | 1.3万股 | +1.2万股+92.31% | 加仓 |
| IiShares安硕信托ITA |
| 0.36% | 0.28% | $363.0万 | 1.5万股 | $184.2万 | 8,420股 | +6,580股+78.15% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.33% | 9.3% | $336.6万 | 3.3万股 | $6,161.1万 | 78.3万股 | -75.0万股-95.79% | 减仓 |
 特斯拉TSLA |
| 0.29% | — | $290.3万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.27% | — | $275.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 VisaV |
| 0.27% | 0.06% | $274.4万 | 8,000股 | $39.6万 | 1,309股 | +6,691股+511.15% | 加仓 |
 LumentumLITE |
| 0.26% | 0.64% | $266.4万 | 3,105股 | $421.7万 | 6,000股 | -2,895股-48.25% | 减仓 |
 康宁GLW |
| 0.21% | 0.46% | $212.7万 | 6,000股 | $305.9万 | 2.3万股 | -1.7万股-73.33% | 减仓 |
 迈威尔MRVL |
| 0.2% | — | $205.7万 | 6,902股 | $0 | 0股 | +6,902股 | 新买入 |
 台积电TSM |
| 0.2% | 1.17% | $204.3万 | 8,426股 | $777.3万 | 2.3万股 | -1.5万股-63.37% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 0.18% | — | $184.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 强生JNJ |
| 0.18% | 0.08% | $177.8万 | 7,000股 | $56.1万 | 2,294股 | +4,706股+205.14% | 加仓 |
| AAMBARELLAAMBA |
| 0.15% | — | $155.9万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 谷歌AGOOGL |
| 0.12% | 0.91% | $125.0万 | 3,500股 | $599.6万 | 2.1万股 | -1.7万股-83.22% | 减仓 |
 英特尔INTC |
| 0.11% | 0.87% | $112.0万 | 8,000股 | $574.1万 | 13.0万股 | -12.2万股-93.85% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.1% | — | $102.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 QorvoQRVO |
| 0.1% | — | $102.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| PPimco Active Bond ETFBOND |
| 0.1% | 0.04% | $96.6万 | 1.1万股 | $28.3万 | 3,066股 | +7,434股+242.47% | 加仓 |
| CCOGNEXCGNX |
| 0.09% | 0.11% | $93.6万 | 1.3万股 | $73.5万 | 1.5万股 | -2,000股-13.33% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.09% | — | $86.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 英伟达NVDA |
| 0.08% | 1.2% | $79.0万 | 4,165股 | $796.1万 | 4.6万股 | -4.1万股-90.87% | 减仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.08% | 0.04% | $76.9万 | 9,992股 | $27.8万 | 3,947股 | +6,045股+153.15% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.06% | 0.05% | $62.0万 | 2.0万股 | $33.5万 | 1.1万股 | +9,135股+84.08% | 加仓 |
| SSPDR黄金信托GLD |
| 0.05% | 0.11% | $55.2万 | 1,500股 | $73.4万 | 1,706股 | -206股-12.08% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.05% | — | $49.4万 | 9,244股 | $0 | 0股 | +9,244股 | 新买入 |
 优步UBER |
| 0.05% | 0.09% | $46.8万 | 6,500股 | $57.5万 | 8,000股 | -1,500股-18.75% | 减仓 |
| TTERADYNETER |
| 0.04% | 0.6% | $40.6万 | 1,600股 | $400.2万 | 1.4万股 | -1.2万股-88.15% | 减仓 |
 相干公司COHR |
| 0.04% | 0.43% | $38.4万 | 748股 | $285.7万 | 1.2万股 | -1.1万股-93.77% | 减仓 |
| CCHURCHILL CAP XI |
| 0.04% | — | $35.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
