 英特尔INTC |
| 3.73% | 2.07% | $1,989.7万 | 14.3万股 | $849.5万 | 19.3万股 | -5.0万股-25.97% | 减仓 |
 阿斯麦ASML |
| 3.54% | 3.87% | $1,890.0万 | 9,500股 | $1,585.0万 | 1.2万股 | -2,500股-20.83% | 减仓 |
 英伟达NVDA |
| 3.28% | 4.58% | $1,750.8万 | 8.8万股 | $1,874.8万 | 10.8万股 | -2.0万股-18.60% | 减仓 |
 台积电TSM |
| 3.13% | 3.3% | $1,671.5万 | 3.5万股 | $1,351.8万 | 4.0万股 | -5,000股-12.50% | 减仓 |
 亚马逊AMZN |
| 3.13% | 3.56% | $1,668.4万 | 7.0万股 | $1,457.9万 | 7.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.98% | 3.21% | $1,591.3万 | 2.8万股 | $1,315.9万 | 2.3万股 | +5,250股+22.83% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 2.98% | 2.62% | $1,590.8万 | 6.1万股 | $1,071.0万 | 6.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.9% | 3.75% | $1,548.0万 | 4.2万股 | $1,536.2万 | 4.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.88% | 3.02% | $1,536.7万 | 4.3万股 | $1,236.5万 | 4.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.83% | 3.02% | $1,511.0万 | 4.0万股 | $1,238.0万 | 4.0万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 2.66% | 2.92% | $1,415.8万 | 1.7万股 | $1,194.7万 | 1.7万股 | -500股-2.94% | 减仓 |
 安费诺APH |
| 2.65% | 2.39% | $1,410.6万 | 8.0万股 | $979.2万 | 7.8万股 | +2,500股+3.23% | 加仓 |
 科磊KLAC |
| 2.55% | 1.89% | $1,357.7万 | 4.5万股 | $773.0万 | 5,250股 | +4.0万股+757.14% | 加仓 |
 HEICOHEI |
| 2.45% | 2.39% | $1,309.0万 | 3.7万股 | $980.3万 | 3.6万股 | +1,000股+2.80% | 加仓 |
 VisaV |
| 2.19% | 2.03% | $1,166.5万 | 3.4万股 | $831.2万 | 2.8万股 | +6,500股+23.64% | 加仓 |
 苹果AAPL |
| 2.17% | 2.48% | $1,157.4万 | 4.0万股 | $1,015.2万 | 4.0万股 | 00.00% | 持仓不变 |
| SSEMTECHSMTC |
| 2.12% | — | $1,133.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| TTERADYNETER |
| 2.04% | 2.17% | $1,088.6万 | 2.3万股 | $889.4万 | 3.0万股 | -7,500股-25.00% | 减仓 |
 应用材料AMAT |
| 2.03% | 0.83% | $1,084.5万 | 1.5万股 | $341.8万 | 1.0万股 | +5,000股+50.00% | 加仓 |
 伍德沃德WWD |
| 1.95% | 1.88% | $1,042.3万 | 2.5万股 | $769.5万 | 2.2万股 | +3,000股+13.95% | 加仓 |
 TransDigmTDG |
| 1.84% | 2.08% | $979.0万 | 7,350股 | $851.8万 | 7,350股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.74% | 0.75% | $929.5万 | 1.6万股 | $305.1万 | 1.5万股 | +1,000股+6.67% | 加仓 |
 宣伟SHW |
| 1.55% | 1.88% | $826.4万 | 2.4万股 | $769.3万 | 2.4万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 1.48% | 1.44% | $788.3万 | 1.9万股 | $590.2万 | 1.7万股 | +2,000股+12.12% | 加仓 |
 希捷STX |
| 1.45% | 0.96% | $772.0万 | 8,000股 | $391.8万 | 1.0万股 | -2,000股-20.00% | 减仓 |
 相干公司COHR |
| 1.41% | 1.57% | $749.5万 | 1.9万股 | $643.2万 | 2.7万股 | -8,000股-29.63% | 减仓 |
 SITIMESITM |
| 1.4% | — | $745.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 Bloom EnergyBE |
| 1.37% | 0.88% | $729.5万 | 2.4万股 | $360.4万 | 2.7万股 | -2,500股-9.40% | 减仓 |
 穆迪MCO |
| 1.36% | 1.39% | $724.7万 | 1.6万股 | $567.1万 | 1.3万股 | +3,000股+23.08% | 加仓 |
 万事达MA |
| 1.35% | 2.32% | $719.0万 | 1.4万股 | $949.4万 | 1.9万股 | -5,000股-26.32% | 减仓 |
 康明斯CMI |
| 1.34% | 1.31% | $713.2万 | 1.0万股 | $538.0万 | 1.0万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.29% | 2.37% | $690.2万 | 5,875股 | $971.1万 | 1.1万股 | -5,250股-47.19% | 减仓 |
| T赛默飞世尔TMO |
| 1.22% | 1.2% | $651.8万 | 1.3万股 | $491.5万 | 1.0万股 | +3,000股+30.00% | 加仓 |
 美光科技MU |
| 1.19% | — | $634.9万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 1.17% | 1.2% | $622.1万 | 4,500股 | $492.0万 | 4,500股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.17% | 1.52% | $621.6万 | 6.8万股 | $623.1万 | 6.8万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.16% | 1.14% | $616.7万 | 1.7万股 | $468.2万 | 1.7万股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 1.15% | — | $615.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 好市多COST |
| 1.14% | 1.58% | $608.1万 | 6,500股 | $647.7万 | 6,500股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 1.1% | 1.31% | $586.9万 | 6,000股 | $537.1万 | 6,000股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 1.09% | — | $580.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSANDISK COMSNDK |
| 1.07% | 1.09% | $568.4万 | 2,500股 | $444.7万 | 7,000股 | -4,500股-64.29% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 1.05% | 0.95% | $561.1万 | 3.0万股 | $389.7万 | 4.0万股 | -1.0万股-25.00% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.05% | 0.99% | $560.8万 | 6.3万股 | $405.9万 | 5.3万股 | +1.0万股+18.76% | 加仓 |
 摩根大通JPM |
| 1.01% | 1.19% | $541.0万 | 1.7万股 | $486.2万 | 1.7万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.99% | 1.19% | $530.4万 | 2.5万股 | $487.6万 | 2.5万股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 0.94% | 0.24% | $498.7万 | 37.6万股 | $96.5万 | 12.0万股 | +25.6万股+212.92% | 加仓 |
| PPOWELL INDSPOWL |
| 0.89% | — | $472.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 标普全球SPGI |
| 0.87% | 1.97% | $462.3万 | 1.2万股 | $808.1万 | 1.9万股 | -7,000股-36.84% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.84% | 0.98% | $450.4万 | 1.2万股 | $402.9万 | 1.5万股 | -2,500股-17.24% | 减仓 |
