 英伟达NVDA |
| 29.32% | 33.63% | $4,725.0万 | 23.6万股 | $4,232.6万 | 24.3万股 | -6,553股-2.70% | 减仓 |
 应用材料AMAT |
| 15.61% | 9.18% | $2,516.0万 | 3.5万股 | $1,155.8万 | 3.4万股 | +982股+2.90% | 加仓 |
 台积电TSM |
| 10.97% | 9.99% | $1,768.5万 | 3.7万股 | $1,256.6万 | 3.7万股 | -152股-0.41% | 减仓 |
 博通AVGO |
| 9.89% | 10.68% | $1,593.5万 | 4.2万股 | $1,344.5万 | 4.3万股 | -1,255股-2.89% | 减仓 |
 美光科技MU |
| 7.15% | 1.94% | $1,152.0万 | 9,980股 | $243.8万 | 7,216股 | +2,764股+38.30% | 加仓 |
 帕兰提尔PLTR |
| 6.17% | 10.33% | $994.0万 | 8.5万股 | $1,299.4万 | 8.9万股 | -3,632股-4.09% | 减仓 |
 Meta平台META |
| 5.79% | 7.75% | $932.6万 | 1.7万股 | $975.3万 | 1.7万股 | -489股-2.87% | 减仓 |
 迈威尔MRVL |
| 2.73% | 0.41% | $440.5万 | 1.5万股 | $51.4万 | 5,191股 | +9,597股+184.88% | 加仓 |
 亚马逊AMZN |
| 2.06% | 2.22% | $332.4万 | 1.4万股 | $278.7万 | 1.3万股 | +564股+4.21% | 加仓 |
 泛林集团LRCX |
| 1.76% | 1.12% | $283.8万 | 6,550股 | $141.4万 | 6,616股 | -66股-1.00% | 减仓 |
 AMD超威AMD |
| 1.68% | 0.7% | $270.1万 | 4,649股 | $88.7万 | 4,359股 | +290股+6.65% | 加仓 |
 PALO ALTOPANW |
| 1.64% | 0.95% | $264.4万 | 7,754股 | $120.1万 | 7,489股 | +265股+3.54% | 加仓 |
 谷歌AGOOGL |
| 1.64% | 1.67% | $264.3万 | 7,395股 | $210.1万 | 7,306股 | +89股+1.22% | 加仓 |
 苹果AAPL |
| 1.26% | 1.51% | $202.5万 | 6,998股 | $190.1万 | 7,492股 | -494股-6.59% | 减仓 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 0.35% | 0.49% | $57.2万 | 8.8万股 | $62.0万 | 9.0万股 | -1,800股-2.00% | 减仓 |
 CencoraCOR |
| 0.23% | 0.33% | $37.2万 | 1,314股 | $41.3万 | 1,314股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.22% | 0.19% | $35.7万 | 955股 | $24.1万 | 850股 | +105股+12.35% | 加仓 |
 GE VernovaGEV |
| 0.21% | 0.2% | $34.1万 | 290股 | $25.3万 | 290股 | 00.00% | 持仓不变 |
 VisaV |
| 0.2% | 0.22% | $31.5万 | 918股 | $27.7万 | 918股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.18% | 0.25% | $29.6万 | 316股 | $31.5万 | 316股 | 00.00% | 持仓不变 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.18% | — | $29.1万 | 1,725股 | $0 | 0股 | +1,725股 | 新买入 |
 QUANTA SVCSPWR |
| 0.18% | 0.17% | $28.8万 | 400股 | $22.0万 | 400股 | 00.00% | 持仓不变 |
 MONOLITHIC PWR SYSMPWR |
| 0.16% | — | $25.7万 | 186股 | $0 | 0股 | +186股 | 新买入 |
 万事达MA |
| 0.16% | 0.19% | $25.1万 | 488股 | $24.4万 | 488股 | 00.00% | 持仓不变 |
| AARCHER AVIATIONACHR |
| 0.14% | 0.2% | $22.5万 | 4.8万股 | $24.6万 | 4.8万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.12% | 0.16% | $20.1万 | 400股 | $20.6万 | 420股 | -20股-4.76% | 减仓 |
