 应用材料AMAT |
| 12.56% | 8.7% | $5,730.4万 | 7.9万股 | $3,036.7万 | 8.9万股 | -9,590股-10.79% | 减仓 |
 博通AVGO |
| 11.7% | 12.54% | $5,340.2万 | 14.1万股 | $4,380.0万 | 14.2万股 | -146股-0.10% | 减仓 |
 VistraVST |
| 8.91% | 10.97% | $4,065.8万 | 25.6万股 | $3,832.0万 | 25.5万股 | +1,397股+0.55% | 加仓 |
 阿斯麦ASML |
| 6.07% | 5.28% | $2,771.5万 | 1.4万股 | $1,844.3万 | 1.4万股 | -32股-0.23% | 减仓 |
 科磊KLAC |
| 5.75% | 5.05% | $2,625.5万 | 8.7万股 | $1,765.0万 | 1.2万股 | +7.5万股+625.95% | 加仓 |
| C花旗集团C |
| 5.44% | 5.75% | $2,480.9万 | 17.7万股 | $2,009.0万 | 17.7万股 | +110股+0.06% | 加仓 |
 摩根大通JPM |
| 4.46% | 5.23% | $2,034.2万 | 6.2万股 | $1,826.7万 | 6.2万股 | +45股+0.07% | 加仓 |
| TTERADYNETER |
| 4.45% | 4.25% | $2,030.0万 | 4.2万股 | $1,484.2万 | 5.0万股 | -8,107股-16.19% | 减仓 |
 恩智浦NXPI |
| 4.06% | 3.71% | $1,852.0万 | 6.6万股 | $1,296.6万 | 6.6万股 | +40股+0.06% | 加仓 |
| GGARRETT MOTIONGTX |
| 3.82% | 1.64% | $1,745.0万 | 48.2万股 | $571.9万 | 31.5万股 | +16.7万股+53.03% | 加仓 |
| EENERSYSENS |
| 3.78% | 3.66% | $1,724.7万 | 7.4万股 | $1,279.7万 | 7.4万股 | +95股+0.13% | 加仓 |
 VALERO ENERGY COMVLO |
| 3.76% | 3.72% | $1,717.2万 | 6.6万股 | $1,299.3万 | 5.3万股 | +1.3万股+25.38% | 加仓 |
 EAST WEST BANCORPEWBC |
| 3.56% | 3.85% | $1,625.0万 | 12.6万股 | $1,346.0万 | 12.6万股 | -200股-0.16% | 减仓 |
| RRBC BEARINGSRBC |
| 3.48% | 3.84% | $1,586.0万 | 2.5万股 | $1,341.9万 | 2.5万股 | -83股-0.34% | 减仓 |
 雷神技术RTX |
| 3.35% | 4.43% | $1,527.8万 | 8.1万股 | $1,546.6万 | 8.0万股 | +350股+0.44% | 加仓 |
 苹果AAPL |
| 3.15% | 3.61% | $1,435.6万 | 5.0万股 | $1,260.4万 | 5.0万股 | -50股-0.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.76% | 3.42% | $1,258.2万 | 2.5万股 | $1,195.6万 | 2.5万股 | +195股+0.78% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.43% | 2.84% | $1,110.0万 | 17.3万股 | $991.6万 | 17.2万股 | +1,225股+0.71% | 加仓 |
| EEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFROBO |
| 1.89% | 1.94% | $860.8万 | 10.0万股 | $677.0万 | 9.9万股 | +1,550股+1.57% | 加仓 |
 汽车地带AZO |
| 1.75% | 2.42% | $799.3万 | 2,501股 | $844.8万 | 2,501股 | 00.00% | 持仓不变 |
 ICICI BANK LIMITEDIBN |
| 1.72% | 1.57% | $785.3万 | 27.1万股 | $546.5万 | 21.1万股 | +6.0万股+28.21% | 加仓 |
 VanEck ETF信托SMH |
| 0.71% | 0.54% | $323.8万 | 4,937股 | $189.3万 | 4,937股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.27% | $76.1万 | 2,039股 | $94.0万 | 2,539股 | -500股-19.69% | 减仓 |
| SSPDR黄金信托GLD |
| 0.09% | 0.14% | $41.3万 | 1,120股 | $48.2万 | 1,120股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.05% | — | $24.8万 | 831股 | $0 | 0股 | +831股 | 新买入 |
| S嘉信·USSCHA |
| 0.05% | — | $23.3万 | 6,456股 | $0 | 0股 | +6,456股 | 新买入 |
 艾默生电气EMR |
| 0.05% | — | $21.5万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| S嘉信·USSCHX |
| 0.05% | — | $21.2万 | 7,200股 | $0 | 0股 | +7,200股 | 新买入 |
