 美光科技MU |
| 14.59% | 7.34% | $1.05亿 | 9.1万股 | $3,502.4万 | 10.4万股 | -1.3万股-12.35% | 减仓 |
 英伟达NVDA |
| 5.85% | 7.59% | $4,203.4万 | 21.0万股 | $3,619.4万 | 20.8万股 | +2,542股+1.22% | 加仓 |
 苹果AAPL |
| 4.66% | 6.21% | $3,349.8万 | 11.6万股 | $2,961.3万 | 11.7万股 | -916股-0.79% | 减仓 |
 谷歌AGOOGL |
| 4.26% | 3.43% | $3,060.5万 | 8.6万股 | $1,635.0万 | 5.7万股 | +2.9万股+50.62% | 加仓 |
 博通AVGO |
| 3.92% | 4.86% | $2,819.9万 | 7.5万股 | $2,320.4万 | 7.5万股 | -319股-0.43% | 减仓 |
 相干公司COHR |
| 3.51% | 3.32% | $2,527.2万 | 6.4万股 | $1,581.6万 | 6.6万股 | -2,328股-3.51% | 减仓 |
 礼来LLY |
| 3.15% | 3.58% | $2,263.6万 | 1.9万股 | $1,707.4万 | 1.9万股 | +309股+1.66% | 加仓 |
 LumentumLITE |
| 2.92% | 3.7% | $2,101.0万 | 2.4万股 | $1,764.5万 | 2.5万股 | -623股-2.48% | 减仓 |
 科磊KLAC |
| 2.88% | 2.12% | $2,068.5万 | 6.9万股 | $1,010.2万 | 6,861股 | +6.2万股+899.27% | 加仓 |
 亚马逊AMZN |
| 2.76% | 2.9% | $1,984.1万 | 8.3万股 | $1,384.4万 | 6.6万股 | +1.7万股+25.24% | 加仓 |
 泛林集团LRCX |
| 2.5% | 1.68% | $1,794.2万 | 4.1万股 | $801.1万 | 3.7万股 | +3,913股+10.44% | 加仓 |
 微软MSFT |
| 2.31% | 1.74% | $1,660.9万 | 4.5万股 | $831.2万 | 2.2万股 | +2.2万股+98.30% | 加仓 |
 卡特彼勒CAT |
| 2.3% | 2.24% | $1,655.5万 | 1.6万股 | $1,067.0万 | 1.5万股 | +485股+3.22% | 加仓 |
 VertivVRT |
| 2.13% | 2.41% | $1,531.6万 | 4.6万股 | $1,147.2万 | 4.6万股 | -37股-0.08% | 减仓 |
 思科CSCO |
| 2.07% | 2.06% | $1,485.5万 | 12.6万股 | $984.7万 | 12.7万股 | -443股-0.35% | 减仓 |
 康宁GLW |
| 2% | 1.54% | $1,440.5万 | 5.6万股 | $735.1万 | 5.4万股 | +2,335股+4.32% | 加仓 |
 Arista网络ANET |
| 1.89% | 1.94% | $1,358.9万 | 8.0万股 | $923.1万 | 7.5万股 | +4,807股+6.39% | 加仓 |
 PALO ALTOPANW |
| 1.75% | 0.76% | $1,255.7万 | 3.7万股 | $362.6万 | 2.3万股 | +1.4万股+62.81% | 加仓 |
 应用材料AMAT |
| 1.7% | 0.45% | $1,219.2万 | 1.7万股 | $216.0万 | 6,319股 | +1.1万股+166.86% | 加仓 |
 GE VernovaGEV |
| 1.53% | 1.66% | $1,103.0万 | 9,388股 | $791.7万 | 9,070股 | +318股+3.51% | 加仓 |
 Arm控股ARM |
| 1.39% | 0.89% | $1,000.5万 | 2.8万股 | $426.9万 | 2.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.28% | 1.84% | $917.3万 | 1.8万股 | $879.2万 | 1.8万股 | -17股-0.09% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.68% | $904.9万 | 1.2万股 | $803.2万 | 1.2万股 | -232股-1.88% | 减仓 |
 林德LIN |
| 1.23% | 1.81% | $886.4万 | 1.7万股 | $863.0万 | 1.7万股 | -326股-1.87% | 减仓 |
 TJXTJX |
| 1.22% | 1.75% | $877.2万 | 5.8万股 | $835.8万 | 5.2万股 | +5,569股+10.64% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.15% | 0.76% | $830.4万 | 2.2万股 | $361.2万 | 1.3万股 | +9,126股+70.20% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.11% | 1.37% | $801.3万 | 3.0万股 | $654.0万 | 2.8万股 | +1,423股+5.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.01% | 1.23% | $723.7万 | 2.0万股 | $588.9万 | 2.1万股 | -45股-0.22% | 减仓 |
 好市多COST |
| 0.9% | 1.44% | $646.2万 | 6,908股 | $685.8万 | 6,883股 | +25股+0.36% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.89% | 0.15% | $641.7万 | 1.5万股 | $69.3万 | 4,220股 | +1.1万股+252.42% | 加仓 |
 CrowdStrikeCRWD |
| 0.85% | — | $608.5万 | 7,974股 | $0 | 0股 | +7,974股 | 新买入 |
 阿斯麦ASML |
| 0.71% | 0.68% | $510.3万 | 2,565股 | $322.2万 | 2,439股 | +126股+5.17% | 加仓 |
| IiShares安硕信托ITA |
| 0.68% | 0.92% | $485.5万 | 2.0万股 | $438.2万 | 2.0万股 | -3股-0.01% | 减仓 |
| IIBMIBM |
| 0.65% | — | $468.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 CloudflareNET |
| 0.64% | 0.85% | $463.0万 | 1.9万股 | $404.6万 | 2.0万股 | -732股-3.73% | 减仓 |
 CVS健康CVS |
| 0.63% | — | $450.5万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 默沙东MRK |
| 0.62% | 0.88% | $445.7万 | 3.5万股 | $420.6万 | 3.5万股 | -281股-0.80% | 减仓 |
 GE航空GE |
| 0.62% | 0.76% | $445.1万 | 1.2万股 | $364.3万 | 1.3万股 | -928股-7.23% | 减仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.58% | 0.69% | $415.5万 | 4.8万股 | $328.9万 | 7.3万股 | -2.5万股-34.04% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.57% | 0.68% | $413.2万 | 1.4万股 | $326.2万 | 1.4万股 | -91股-0.66% | 减仓 |
 台积电TSM |
| 0.55% | 0.56% | $397.2万 | 8,317股 | $267.2万 | 7,907股 | +410股+5.19% | 加仓 |
 艾伯维ABBV |
| 0.51% | 0.7% | $366.5万 | 1.5万股 | $333.6万 | 1.5万股 | -771股-5.03% | 减仓 |
 英特尔INTC |
| 0.49% | — | $349.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 安费诺APH |
| 0.47% | — | $341.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 EquinixEQIX |
| 0.47% | — | $340.8万 | 3,269股 | $0 | 0股 | +3,269股 | 新买入 |
 CienaCIEN |
| 0.41% | 0.56% | $291.5万 | 5,943股 | $268.4万 | 6,913股 | -970股-14.03% | 减仓 |
| FFABRINETFN |
| 0.39% | 0.74% | $280.9万 | 4,998股 | $354.0万 | 6,787股 | -1,789股-26.36% | 减仓 |
 VisaV |
| 0.36% | 0.48% | $259.1万 | 7,553股 | $228.7万 | 7,566股 | -13股-0.17% | 减仓 |
 Bloom EnergyBE |
| 0.34% | — | $242.9万 | 8,025股 | $0 | 0股 | +8,025股 | 新买入 |
 NETFLIXNFLX |
| 0.33% | 0.7% | $238.1万 | 3.3万股 | $331.9万 | 3.5万股 | -1,174股-3.40% | 减仓 |
