 台积电TSM |
| 40.65% | 45.45% | $3.94亿 | 82.6万股 | $3.08亿 | 91.0万股 | -8.5万股-9.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 25.19% | 13.44% | $2.44亿 | 69.1万股 | $9,099.5万 | 31.7万股 | +37.4万股+117.97% | 加仓 |
 亚马逊AMZN |
| 12.36% | 3.66% | $1.20亿 | 50.3万股 | $2,480.1万 | 11.9万股 | +38.4万股+322.51% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 11.57% | 16.95% | $1.12亿 | 17.5万股 | $1.15亿 | 34.9万股 | -17.4万股-49.85% | 减仓 |
| NNOVANVMI |
| 8.19% | 7.57% | $7,947.9万 | 14.6万股 | $5,123.9万 | 11.8万股 | +2.8万股+24.07% | 加仓 |
 谷歌AGOOGL |
| 0.77% | — | $750.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.53% | 0.59% | $511.1万 | 6,940股 | $400.6万 | 6,940股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.46% | $358.0万 | 4,794股 | $311.8万 | 4,794股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.25% | 2.47% | $244.3万 | 6,550股 | $1,671.3万 | 4.5万股 | -3.9万股-85.49% | 减仓 |
 ODYSIGHT AIODYS |
| 0.09% | 0.21% | $83.6万 | 20.1万股 | $139.7万 | 20.1万股 | 00.00% | 持仓不变 |
| GG WILLI FOOD INTL LTD |
| 0.03% | 0.03% | $26.6万 | 7,996股 | $19.8万 | 7,996股 | 00.00% | 持仓不变 |
