 美光科技MU |
| 14.82% | 3.34% | $9.19亿 | 79.6万股 | $1.46亿 | 43.2万股 | +36.4万股+84.30% | 加仓 |
 英特尔INTC |
| 11.74% | 11.53% | $7.28亿 | 521.3万股 | $5.04亿 | 1,141.7万股 | -620.4万股-54.34% | 减仓 |
 台积电TSM |
| 9.99% | 2.78% | $6.20亿 | 129.8万股 | $1.22亿 | 36.0万股 | +93.8万股+260.54% | 加仓 |
 康宁GLW |
| 9.19% | 6.25% | $5.70亿 | 223.2万股 | $2.73亿 | 201.0万股 | +22.3万股+11.08% | 加仓 |
 Arm控股ARM |
| 5.61% | — | $3.48亿 | 98.1万股 | $0 | 0股 | +98.1万股 | 新买入 |
 LumentumLITE |
| 5.53% | 1.09% | $3.43亿 | 40.0万股 | $4,754.5万 | 6.8万股 | +33.2万股+491.02% | 加仓 |
 AMD超威AMD |
| 5.12% | 2.45% | $3.17亿 | 54.6万股 | $1.07亿 | 52.7万股 | +1.9万股+3.70% | 加仓 |
 GE航空GE |
| 3.82% | 13.68% | $2.37亿 | 63.4万股 | $5.98亿 | 210.8万股 | -147.4万股-69.91% | 减仓 |
 希捷STX |
| 3.29% | — | $2.04亿 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
 迈威尔MRVL |
| 3.25% | 0.16% | $2.02亿 | 67.8万股 | $706.2万 | 7.1万股 | +60.6万股+850.39% | 加仓 |
| Q高通QCOM |
| 3.23% | — | $2.00亿 | 108.4万股 | $0 | 0股 | +108.4万股 | 新买入 |
 穆迪MCO |
| 2.95% | 3.37% | $1.83亿 | 40.4万股 | $1.47亿 | 33.7万股 | +6.7万股+19.87% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 2.43% | — | $1.51亿 | 39.7万股 | $0 | 0股 | +39.7万股 | 新买入 |
 标普全球SPGI |
| 2.27% | 2.63% | $1.41亿 | 34.6万股 | $1.15亿 | 27.1万股 | +7.5万股+27.79% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.91% | 5.49% | $1.18亿 | 148.8万股 | $2.40亿 | 258.7万股 | -110.0万股-42.50% | 减仓 |
| EENTEGRISENTG |
| 1.86% | — | $1.15亿 | 64.1万股 | $0 | 0股 | +64.1万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.82% | — | $1.13亿 | 69.2万股 | $0 | 0股 | +69.2万股 | 新买入 |
| KKULICKE & SOFFA INDSKLIC |
| 1.72% | — | $1.07亿 | 79.9万股 | $0 | 0股 | +79.9万股 | 新买入 |
 德州仪器TXN |
| 1.26% | — | $7,827.3万 | 26.3万股 | $0 | 0股 | +26.3万股 | 新买入 |
| MMKSMKSI |
| 1.18% | — | $7,303.6万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
| B巴里克黄金GOLD |
| 0.9% | 3.86% | $5,587.7万 | 152.1万股 | $1.69亿 | 414.0万股 | -261.9万股-63.25% | 减仓 |
| EEQUINOX GOLDEQX |
| 0.86% | 4.18% | $5,322.3万 | 547.6万股 | $1.83亿 | 1,263.6万股 | -716.0万股-56.67% | 减仓 |
| SSANDISK COMSNDK |
| 0.63% | 5.14% | $3,910.8万 | 1.7万股 | $2.25亿 | 35.4万股 | -33.7万股-95.14% | 减仓 |
 BlockXYZ |
| 0.61% | 2.58% | $3,799.3万 | 50.0万股 | $1.13亿 | 187.1万股 | -137.1万股-73.28% | 减仓 |
| IICHORICHR |
| 0.59% | — | $3,647.3万 | 32.5万股 | $0 | 0股 | +32.5万股 | 新买入 |
 英伟达NVDA |
| 0.54% | 0.07% | $3,371.5万 | 16.9万股 | $298.2万 | 1.7万股 | +15.1万股+885.38% | 加仓 |
| PPAYPAYPAYP |
| 0.5% | 0.55% | $3,088.2万 | 215.5万股 | $2,424.7万 | 113.6万股 | +101.9万股+89.67% | 加仓 |
| EERASCAERAS |
| 0.41% | — | $2,519.5万 | 137.5万股 | $0 | 0股 | +137.5万股 | 新买入 |
 ZoomZM |
| 0.39% | — | $2,422.7万 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
 Bloom EnergyBE |
| 0.33% | — | $2,070.5万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.2% | 0.2% | $1,265.5万 | 95.1万股 | $885.8万 | 95.1万股 | 00.00% | 持仓不变 |
| OONTO INNOVATIONONTO |
| 0.16% | 0.06% | $976.4万 | 2.6万股 | $280.9万 | 1.4万股 | +1.2万股+88.32% | 加仓 |
 COGENT BIOSCIENCESCOGT |
| 0.16% | 0.22% | $967.5万 | 25.0万股 | $962.3万 | 25.0万股 | 00.00% | 持仓不变 |
| FFRONTLINE PLC COM USD1FRO |
| 0.15% | — | $935.9万 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
 FULL TRUCK ALLIANCEYMM |
| 0.13% | — | $829.2万 | 102.1万股 | $0 | 0股 | +102.1万股 | 新买入 |
| IINNIO NVINIO |
| 0.11% | — | $692.1万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
| AAEHR TEST SYSAEHR |
| 0.1% | — | $599.2万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| FFORMFACTORFORM |
| 0.07% | — | $422.2万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 谷歌AGOOGL |
| 0.05% | 20.52% | $332.0万 | 9,290股 | $8.97亿 | 311.9万股 | -311.0万股-99.70% | 减仓 |
 星座能源CEG |
| 0.05% | — | $298.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.02% | 1.9% | $124.5万 | 1.6万股 | $8,306.4万 | 81.3万股 | -79.7万股-97.99% | 减仓 |
| AATRENEWRERE |
| 0.02% | 0.03% | $110.9万 | 28.7万股 | $134.4万 | 28.7万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.01% | — | $51.1万 | 800股 | $0 | 0股 | +800股 | 新买入 |
