 VisaV |
| 9.78% | 11.08% | $1,227.5万 | 3.6万股 | $1,376.9万 | 4.6万股 | -9,778股-21.46% | 减仓 |
| V先锋领航指数基金VOO |
| 6.81% | 4.74% | $854.2万 | 1.2万股 | $588.7万 | 1.0万股 | +1,400股+13.73% | 加仓 |
 万事达MA |
| 6.75% | 11.15% | $846.9万 | 1.6万股 | $1,385.8万 | 2.8万股 | -1.1万股-40.55% | 减仓 |
 BOOKING COMBKNG |
| 5.16% | — | $647.7万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 康宁GLW |
| 5.1% | — | $639.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 4.66% | 4.01% | $585.1万 | 1.5万股 | $498.1万 | 1.6万股 | -925股-5.91% | 减仓 |
 泛林集团LRCX |
| 4.16% | 1.87% | $521.6万 | 1.2万股 | $231.8万 | 1.1万股 | +1,187股+10.94% | 加仓 |
 亚马逊AMZN |
| 3.93% | 4.77% | $492.7万 | 2.1万股 | $592.4万 | 2.8万股 | -7,773股-27.33% | 减仓 |
 台积电TSM |
| 3.75% | 5.17% | $471.3万 | 9,868股 | $643.2万 | 1.9万股 | -9,163股-48.15% | 减仓 |
 希捷STX |
| 3.69% | 3.66% | $463.4万 | 4,802股 | $455.3万 | 1.2万股 | -6,821股-58.69% | 减仓 |
 摩托罗拉解决方案MSI |
| 3.65% | — | $457.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 TENABLETENB |
| 3.17% | — | $397.8万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 2.85% | 1.5% | $358.1万 | 1,807股 | $186.0万 | 1,349股 | +458股+33.95% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.7% | 2.39% | $339.3万 | 7,389股 | $296.9万 | 6,123股 | +1,266股+20.68% | 加仓 |
 InsuletPODD |
| 2.69% | — | $337.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 Meta平台META |
| 2.47% | 4.65% | $310.0万 | 5,504股 | $577.6万 | 1.0万股 | -4,591股-45.48% | 减仓 |
| GGitLabGTLB |
| 2.27% | — | $285.0万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
| AAMBARELLAAMBA |
| 2.26% | — | $283.3万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 2.11% | 1.75% | $265.0万 | 1.0万股 | $218.1万 | 1.2万股 | -2,258股-18.17% | 减仓 |
 GeneracGNRC |
| 1.78% | — | $223.2万 | 7,623股 | $0 | 0股 | +7,623股 | 新买入 |
| VVERSIGENT PLCVGNT |
| 1.68% | — | $211.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 博通AVGO |
| 1.62% | 3.9% | $203.3万 | 5,383股 | $485.1万 | 1.6万股 | -1.0万股-65.66% | 减仓 |
| VVALMONT INDSVMI |
| 1.61% | — | $202.7万 | 3,509股 | $0 | 0股 | +3,509股 | 新买入 |
| SSEMTECHSMTC |
| 1.49% | 2.54% | $187.0万 | 1.2万股 | $315.9万 | 4.1万股 | -3.0万股-71.87% | 减仓 |
 相干公司COHR |
| 1.41% | 1.08% | $177.1万 | 4,489股 | $134.1万 | 5,631股 | -1,142股-20.28% | 减仓 |
 SITIMESITM |
| 1.41% | — | $176.8万 | 2,371股 | $0 | 0股 | +2,371股 | 新买入 |
 安费诺APH |
| 1.36% | 5.55% | $171.1万 | 9,702股 | $689.9万 | 5.5万股 | -4.5万股-82.23% | 减仓 |
 微软MSFT |
| 1.35% | 2.36% | $169.9万 | 4,555股 | $292.7万 | 7,907股 | -3,352股-42.39% | 减仓 |
| RROCKET LAB COMRKLB |
| 1.32% | 1.02% | $165.9万 | 1.6万股 | $127.2万 | 2.0万股 | -3,491股-17.62% | 减仓 |
 德州仪器TXN |
| 1.31% | 1.42% | $164.1万 | 5,506股 | $177.0万 | 9,116股 | -3,610股-39.60% | 减仓 |
 慧与HPEHPE |
| 1.28% | — | $161.2万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.17% | — | $147.2万 | 3,922股 | $0 | 0股 | +3,922股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.14% | 1.61% | $143.7万 | 3,777股 | $200.1万 | 9,009股 | -5,232股-58.08% | 减仓 |
 Bloom EnergyBE |
| 0.81% | 1.91% | $101.7万 | 3,360股 | $237.9万 | 1.8万股 | -1.4万股-80.87% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.73% | — | $92.2万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.55% | 4% | $69.5万 | 5,032股 | $497.2万 | 5.3万股 | -4.8万股-90.42% | 减仓 |
