 英特尔INTC |
| 9.75% | 15.78% | $1,501.6万 | 10.8万股 | $2,232.1万 | 50.6万股 | -39.8万股-78.74% | 减仓 |
 Arm控股ARM |
| 8.38% | — | $1,289.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 迈威尔MRVL |
| 7.66% | — | $1,179.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| SSANDISK COMSNDK |
| 7.47% | 13.73% | $1,149.8万 | 5,057股 | $1,941.9万 | 3.1万股 | -2.6万股-83.45% | 减仓 |
 NEBIUSNBIS |
| 7.14% | — | $1,098.7万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 相干公司COHR |
| 6.03% | 8.92% | $928.5万 | 2.4万股 | $1,261.6万 | 5.3万股 | -2.9万股-55.56% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 4.83% | 4.5% | $743.4万 | 2.0万股 | $636.9万 | 2.9万股 | -9,137股-31.86% | 减仓 |
 谷歌AGOOGL |
| 4.7% | — | $724.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 AMD超威AMD |
| 4.35% | — | $669.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| UUnityU |
| 3.88% | 8.07% | $597.8万 | 20.9万股 | $1,141.5万 | 52.0万股 | -31.1万股-59.80% | 减仓 |
| WWOLFSPEEDWOLF |
| 3.61% | — | $555.3万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
| AAXT·INCAXTI |
| 3.48% | 3.82% | $536.1万 | 7.4万股 | $540.3万 | 9.5万股 | -2.0万股-21.56% | 减仓 |
| AASTERA LABSALAB |
| 3.03% | — | $466.9万 | 9,666股 | $0 | 0股 | +9,666股 | 新买入 |
| MMAXLINEARMXL |
| 3.03% | — | $465.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 2.63% | 1.96% | $405.3万 | 4.7万股 | $277.4万 | 6.2万股 | -1.5万股-23.69% | 减仓 |
 西部数据WDC |
| 1.88% | — | $289.7万 | 4,536股 | $0 | 0股 | +4,536股 | 新买入 |
 HESAIHSAI |
| 1.87% | — | $288.6万 | 15.8万股 | $0 | 0股 | +15.8万股 | 新买入 |
| PPOET TECHNOLOGIESPOET |
| 1.81% | 0.98% | $278.8万 | 27.1万股 | $139.0万 | 23.4万股 | +3.7万股+15.90% | 加仓 |
| TTRANSOCEANRIG |
| 1.73% | — | $266.9万 | 54.6万股 | $0 | 0股 | +54.6万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.69% | — | $260.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 LumentumLITE |
| 1.55% | 10.77% | $238.1万 | 2,775股 | $1,523.7万 | 2.2万股 | -1.9万股-87.20% | 减仓 |
| UUNITED MICROELECTRONICSUMC |
| 1.52% | — | $234.7万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.04% | — | $160.7万 | 7,271股 | $0 | 0股 | +7,271股 | 新买入 |
 TRIP COMTCOM |
| 0.83% | 1.13% | $127.5万 | 3.2万股 | $159.3万 | 3.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.68% | — | $105.3万 | 912股 | $0 | 0股 | +912股 | 新买入 |
| AAXCELIS TECHNOLOGIESACLS |
| 0.62% | — | $95.0万 | 5,012股 | $0 | 0股 | +5,012股 | 新买入 |
 博通AVGO |
| 0.58% | — | $89.5万 | 2,368股 | $0 | 0股 | +2,368股 | 新买入 |
| HHUT 8HUT |
| 0.5% | — | $77.2万 | 6,684股 | $0 | 0股 | +6,684股 | 新买入 |
 CienaCIEN |
| 0.46% | — | $70.7万 | 1,441股 | $0 | 0股 | +1,441股 | 新买入 |
| NNAVITAS SEMICONDUCTORNVTS |
| 0.45% | — | $68.6万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| RRAMBUS DELRMBS |
| 0.43% | — | $66.5万 | 5,012股 | $0 | 0股 | +5,012股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.42% | — | $65.1万 | 2,497股 | $0 | 0股 | +2,497股 | 新买入 |
| Q高通QCOM |
| 0.42% | — | $64.3万 | 3,480股 | $0 | 0股 | +3,480股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.35% | 2.23% | $53.3万 | 2,848股 | $315.3万 | 3.2万股 | -3.0万股-91.20% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.3% | — | $46.5万 | 4,920股 | $0 | 0股 | +4,920股 | 新买入 |
| VVICORVICR |
| 0.3% | — | $45.5万 | 1,199股 | $0 | 0股 | +1,199股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.18% | — | $27.5万 | 1,013股 | $0 | 0股 | +1,013股 | 新买入 |
| CCHEMOURSCC |
| 0.15% | — | $22.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 VertivVRT |
| 0.13% | — | $19.4万 | 578股 | $0 | 0股 | +578股 | 新买入 |
| FFORMFACTORFORM |
| 0.09% | — | $14.6万 | 911股 | $0 | 0股 | +911股 | 新买入 |
| AAELUMA INC COMALMU |
| 0.02% | 0.68% | $3.6万 | 1,633股 | $96.2万 | 7.3万股 | -7.2万股-97.78% | 减仓 |
| AAMPLIFY ETF TRSILJ |
| 0.01% | 0.01% | $1.7万 | 640股 | $1.9万 | 640股 | 00.00% | 持仓不变 |
| GGLOBAL X SILVER MINERS ETFSIL |
| 0.01% | 0.01% | $1.3万 | 168股 | $1.5万 | 168股 | 00.00% | 持仓不变 |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| <0.01% | <0.01% | $1,022 | 48股 | $1,649 | 48股 | 00.00% | 持仓不变 |
