 博通AVGO |
| 17.96% | 13.2% | $6,640.8万 | 17.6万股 | $5,366.4万 | 17.3万股 | +2,500股+1.44% | 加仓 |
 美光科技MU |
| 13.04% | — | $4,820.7万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 LumentumLITE |
| 12.07% | 8.99% | $4,464.5万 | 5.2万股 | $3,655.7万 | 5.2万股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 10.48% | — | $3,876.3万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 迈威尔MRVL |
| 9.63% | — | $3,559.8万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 CienaCIEN |
| 8.35% | 5.32% | $3,087.1万 | 6.3万股 | $2,163.6万 | 5.6万股 | +7,200股+12.92% | 加仓 |
| AASTERA LABSALAB |
| 6.03% | — | $2,231.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 相干公司COHR |
| 4.59% | 2.2% | $1,696.2万 | 4.3万股 | $895.7万 | 3.8万股 | +5,400股+14.36% | 加仓 |
 Arista网络ANET |
| 3.95% | 2.6% | $1,461.0万 | 8.6万股 | $1,055.9万 | 8.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.53% | 0.63% | $1,306.6万 | 3.7万股 | $254.2万 | 8,860股 | +2.8万股+317.38% | 加仓 |
 VertivVRT |
| 3.36% | 1.66% | $1,242.2万 | 3.7万股 | $674.1万 | 2.7万股 | +1.0万股+37.92% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.02% | — | $1,117.7万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| SSpaceXSPCX |
| 1.59% | — | $589.5万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 0.96% | — | $353.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 Bloom EnergyBE |
| 0.66% | 0.27% | $245.2万 | 8,100股 | $109.7万 | 8,100股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.52% | 2.31% | $190.5万 | 1.9万股 | $939.0万 | 13.6万股 | -11.7万股-85.98% | 减仓 |
 AMD超威AMD |
| 0.27% | — | $98.8万 | 1,700股 | $0 | 0股 | +1,700股 | 新买入 |
