 TE CONNECTIVITY ORD SHSTEL |
| 6.26% | 6.26% | $724.7万 | 5.9万股 | $724.7万 | 5.9万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 5.85% | 5.85% | $676.9万 | 8.1万股 | $676.9万 | 8.1万股 | 00.00% | 持仓不变 |
 QorvoQRVO |
| 5.76% | 5.76% | $666.4万 | 7.0万股 | $666.4万 | 7.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.74% | 5.74% | $664.4万 | 1.5万股 | $664.4万 | 1.5万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 4.99% | 4.99% | $577.5万 | 1.0万股 | $577.5万 | 1.0万股 | 00.00% | 持仓不变 |
 惠普HPQ |
| 4.91% | 4.91% | $568.9万 | 22.1万股 | $568.9万 | 22.1万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 4.36% | 4.36% | $504.6万 | 4.8万股 | $504.6万 | 4.8万股 | 00.00% | 持仓不变 |
 AVNETAVT |
| 4.06% | 4.06% | $469.8万 | 9.7万股 | $469.8万 | 9.7万股 | 00.00% | 持仓不变 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 4.06% | 4.06% | $469.8万 | 10.9万股 | $469.8万 | 10.9万股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 3.89% | 3.89% | $449.9万 | 1.3万股 | $449.9万 | 1.3万股 | 00.00% | 持仓不变 |
| LLATTICE SEMICONDUCTORLSCC |
| 3.77% | 3.77% | $437.0万 | 5.1万股 | $437.0万 | 5.1万股 | 00.00% | 持仓不变 |
 DT MIDSTREAM COMMON STOCKDTM |
| 3.51% | 3.51% | $406.6万 | 5.5万股 | $406.6万 | 5.5万股 | 00.00% | 持仓不变 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 3.36% | 3.36% | $388.5万 | 6.7万股 | $388.5万 | 6.7万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 3.23% | 3.23% | $374.0万 | 11.5万股 | $374.0万 | 11.5万股 | 00.00% | 持仓不变 |
| AAMKOR TECHNOLOGYAMKR |
| 3.03% | 3.03% | $351.1万 | 15.5万股 | $351.1万 | 15.5万股 | 00.00% | 持仓不变 |
| EEXTREME NETWORKSEXTR |
| 2.93% | 2.93% | $338.7万 | 14.0万股 | $338.7万 | 14.0万股 | 00.00% | 持仓不变 |
| KKULICKE & SOFFA INDSKLIC |
| 2.92% | 2.92% | $337.6万 | 6.9万股 | $337.6万 | 6.9万股 | 00.00% | 持仓不变 |
| NNUTANIXNTNX |
| 2.84% | 2.84% | $329.0万 | 9.4万股 | $329.0万 | 9.4万股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 2.7% | 2.7% | $313.0万 | 2.0万股 | $313.0万 | 2.0万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 2.6% | 2.6% | $300.6万 | 5,107股 | $300.6万 | 5,107股 | 00.00% | 持仓不变 |
 MobileyeMBLY |
| 2.53% | 2.53% | $293.0万 | 7.1万股 | $293.0万 | 7.1万股 | 00.00% | 持仓不变 |
 SENSATA TECHNOLOGIES PLST |
| 2.5% | 2.5% | $289.0万 | 7.6万股 | $289.0万 | 7.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.28% | 2.28% | $263.9万 | 8,358股 | $263.9万 | 8,358股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 2.08% | 2.08% | $240.5万 | 5.3万股 | $240.5万 | 5.3万股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 1.95% | 1.95% | $225.5万 | 8.4万股 | $225.5万 | 8.4万股 | 00.00% | 持仓不变 |
 SITIMESITM |
| 1.82% | 1.82% | $210.2万 | 1.8万股 | $210.2万 | 1.8万股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 1.8% | 1.8% | $208.8万 | 2.1万股 | $208.8万 | 2.1万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.55% | 1.55% | $179.1万 | 2.6万股 | $179.1万 | 2.6万股 | 00.00% | 持仓不变 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.48% | 1.48% | $171.0万 | 3.3万股 | $171.0万 | 3.3万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.27% | 1.27% | $146.9万 | 2,880股 | $146.9万 | 2,880股 | 00.00% | 持仓不变 |
