 英伟达NVDA |
| 9.25% | 7.37% | $151.77亿 | 7,585.0万股 | $98.24亿 | 5,632.7万股 | +1,952.2万股+34.66% | 加仓 |
 台积电TSM |
| 5.01% | 4.89% | $82.19亿 | 1,721.1万股 | $65.10亿 | 1,926.2万股 | -205.1万股-10.65% | 减仓 |
 博通AVGO |
| 3.41% | 3.27% | $56.02亿 | 1,483.0万股 | $43.51亿 | 1,405.7万股 | +77.3万股+5.50% | 加仓 |
 应用材料AMAT |
| 3.4% | 1.7% | $55.77亿 | 771.4万股 | $22.69亿 | 664.0万股 | +107.4万股+16.17% | 加仓 |
 美光科技MU |
| 3.39% | 1.63% | $55.59亿 | 481.6万股 | $21.70亿 | 642.4万股 | -160.8万股-25.04% | 减仓 |
 AMD超威AMD |
| 3.36% | 1.84% | $55.11亿 | 948.6万股 | $24.57亿 | 1,207.9万股 | -259.2万股-21.46% | 减仓 |
 阿斯麦ASML |
| 2.98% | 1.85% | $48.93亿 | 245.9万股 | $24.66亿 | 186.7万股 | +59.2万股+31.71% | 加仓 |
 英特尔INTC |
| 2.93% | 1.55% | $48.08亿 | 3,443.3万股 | $20.67亿 | 4,683.3万股 | -1,240.0万股-26.48% | 减仓 |
 泛林集团LRCX |
| 2.93% | 0.35% | $48.05亿 | 1,108.9万股 | $4.63亿 | 216.7万股 | +892.3万股+411.85% | 加仓 |
 科磊KLAC |
| 2.9% | 1.65% | $47.54亿 | 1,575.7万股 | $22.03亿 | 149.6万股 | +1,426.1万股+953.01% | 加仓 |
 迈威尔MRVL |
| 2.38% | 0.8% | $39.11亿 | 1,312.9万股 | $10.64亿 | 1,074.6万股 | +238.4万股+22.18% | 加仓 |
 德州仪器TXN |
| 2.21% | 1.74% | $36.21亿 | 1,214.9万股 | $23.24亿 | 1,197.2万股 | +17.8万股+1.48% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.04% | 1.61% | $33.45亿 | 842.3万股 | $21.48亿 | 675.2万股 | +167.1万股+24.75% | 加仓 |
| Q高通QCOM |
| 1.94% | 1.36% | $31.79亿 | 1,720.3万股 | $18.06亿 | 1,402.3万股 | +318.0万股+22.68% | 加仓 |
 阿格尼科鹰矿AEM |
| 1.89% | 3.23% | $31.05亿 | 2,001.3万股 | $43.06亿 | 2,121.3万股 | -120.0万股-5.66% | 减仓 |
 纽蒙特NEM |
| 1.83% | 2.93% | $30.00亿 | 3,211.5万股 | $38.97亿 | 3,599.9万股 | -388.4万股-10.79% | 减仓 |
| B巴里克黄金GOLD |
| 1.34% | 2.05% | $22.05亿 | 6,003.3万股 | $27.30亿 | 6,691.8万股 | -688.6万股-10.29% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.12% | 0.84% | $18.35亿 | 489.0万股 | $11.16亿 | 401.5万股 | +87.4万股+21.78% | 加仓 |
 惠顿贵金属WPM |
| 0.99% | 1.41% | $16.19亿 | 1,441.1万股 | $18.78亿 | 1,433.2万股 | +7.9万股+0.55% | 加仓 |
 新思科技SNPS |
| 0.94% | 0.86% | $15.42亿 | 345.7万股 | $11.45亿 | 288.8万股 | +57.0万股+19.73% | 加仓 |
 FRANCO NEVFNV |
| 0.89% | 1.4% | $14.63亿 | 701.7万股 | $18.66亿 | 755.1万股 | -53.4万股-7.07% | 减仓 |
 盎格鲁黄金AU |
| 0.89% | 1.37% | $14.59亿 | 1,803.4万股 | $18.25亿 | 1,874.2万股 | -70.8万股-3.78% | 减仓 |
 金罗斯黄金KGC |
| 0.79% | 2.41% | $12.96亿 | 5,485.6万股 | $32.12亿 | 1.05亿股 | -5,037.7万股-47.87% | 减仓 |
| TTERADYNETER |
| 0.77% | 0.55% | $12.62亿 | 260.8万股 | $7.37亿 | 248.4万股 | +12.4万股+4.97% | 加仓 |
 恩智浦NXPI |
| 0.71% | 0.65% | $11.67亿 | 415.4万股 | $8.62亿 | 437.8万股 | -22.4万股-5.12% | 减仓 |
| GGOLD FIELDSGFI |
| 0.68% | 1.17% | $11.18亿 | 3,329.2万股 | $15.58亿 | 3,432.0万股 | -102.8万股-2.99% | 减仓 |
| CCOEUR MNGCDE |
| 0.67% | 1.14% | $10.94亿 | 6,703.0万股 | $15.20亿 | 8,096.0万股 | -1,393.0万股-17.21% | 减仓 |
| AASTERA LABSALAB |
| 0.66% | 0.15% | $10.81亿 | 223.8万股 | $2.04亿 | 186.4万股 | +37.4万股+20.04% | 加仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.66% | 1.24% | $10.77亿 | 3,550.2万股 | $16.54亿 | 3,722.3万股 | -172.1万股-4.62% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.64% | 0.3% | $10.51亿 | 1,403.9万股 | $4.03亿 | 1,165.8万股 | +238.2万股+20.43% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.63% | 0.43% | $10.32亿 | 74.6万股 | $5.74亿 | 52.5万股 | +22.2万股+42.26% | 加仓 |
 Arm控股ARM |
| 0.56% | 0.25% | $9.22亿 | 260.1万股 | $3.35亿 | 221.3万股 | +38.8万股+17.52% | 加仓 |
 PAN AMERN SILVERPAAS |
| 0.52% | 0.88% | $8.54亿 | 1,906.7万股 | $11.76亿 | 2,152.7万股 | -246.0万股-11.43% | 减仓 |
| EEQUINOX GOLDEQX |
| 0.52% | 0.92% | $8.50亿 | 8,743.6万股 | $12.30亿 | 8,508.1万股 | +235.5万股+2.77% | 加仓 |
 卡梅科CCJ |
| 0.47% | 0.57% | $7.68亿 | 754.1万股 | $7.54亿 | 694.5万股 | +59.7万股+8.60% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.46% | 0.34% | $7.50亿 | 822.5万股 | $4.49亿 | 695.2万股 | +127.3万股+18.31% | 加仓 |
 雷神技术RTX |
| 0.39% | 0.86% | $6.44亿 | 339.6万股 | $11.51亿 | 596.6万股 | -257.0万股-43.08% | 减仓 |
 FIRST MAJESTIC SILVERAG |
| 0.37% | 0.61% | $6.05亿 | 3,566.8万股 | $8.16亿 | 3,801.3万股 | -234.5万股-6.17% | 减仓 |
| IIAMGOLDIAG |
| 0.37% | 0.52% | $6.04亿 | 3,811.1万股 | $6.99亿 | 3,712.5万股 | +98.6万股+2.66% | 加仓 |
 微软MSFT |
| 0.36% | 0.38% | $5.93亿 | 159.1万股 | $5.11亿 | 138.0万股 | +21.1万股+15.29% | 加仓 |
| HHECLA MININGHL |
| 0.36% | 0.46% | $5.89亿 | 3,817.4万股 | $6.17亿 | 3,312.0万股 | +505.4万股+15.26% | 加仓 |
 百时美施贵宝BMY |
| 0.36% | 0.47% | $5.89亿 | 1,021.8万股 | $6.22亿 | 1,025.7万股 | -4.0万股-0.39% | 减仓 |
 ROYAL GOLD COMRGLD |
| 0.36% | 0.61% | $5.85亿 | 293.0万股 | $8.15亿 | 320.4万股 | -27.4万股-8.56% | 减仓 |
 帕兰提尔PLTR |
| 0.36% | 0.65% | $5.84亿 | 500.8万股 | $8.66亿 | 592.2万股 | -91.4万股-15.44% | 减仓 |
| EELDORADO GOLD NEWEGO |
| 0.35% | 0.35% | $5.81亿 | 1,867.8万股 | $4.61亿 | 1,343.7万股 | +524.1万股+39.01% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 0.3% | 0.21% | $4.86亿 | 514.3万股 | $2.73亿 | 441.2万股 | +73.2万股+16.58% | 加仓 |
 百事可乐PEP |
| 0.29% | 0.51% | $4.80亿 | 354.7万股 | $6.82亿 | 439.4万股 | -84.7万股-19.28% | 减仓 |
 斯伦贝谢SLB |
| 0.29% | 0.41% | $4.77亿 | 1,026.2万股 | $5.48亿 | 1,066.0万股 | -39.8万股-3.74% | 减仓 |
| HHARMONY GOLD MNGHMY |
| 0.28% | 0.36% | $4.53亿 | 2,980.7万股 | $4.76亿 | 3,096.1万股 | -115.4万股-3.73% | 减仓 |
 柯蒂斯怀特CW |
| 0.27% | 0.33% | $4.44亿 | 58.6万股 | $4.46亿 | 65.5万股 | -6.9万股-10.54% | 减仓 |
