| IiShares安硕信托TLT |
| 36.91% | — | $5,420.3万 | 62.7万股 | $0 | 0股 | +62.7万股 | 新买入 |
 VanEck ETF信托SMH |
| 28.58% | — | $4,197.7万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 6.52% | 7.19% | $957.0万 | 4.7万股 | $467.4万 | 3.8万股 | +9,400股+24.74% | 加仓 |
 博通AVGO |
| 5.84% | 0.42% | $857.9万 | 2.3万股 | $27.4万 | 886股 | +2.2万股+2,463.21% | 加仓 |
| IiShares安硕EWZ |
| 2.42% | 22.37% | $355.4万 | 10.3万股 | $1,453.4万 | 37.9万股 | -27.6万股-72.79% | 减仓 |
| SSANDISK COMSNDK |
| 1.31% | 1.16% | $191.9万 | 844股 | $75.4万 | 1,186股 | -342股-28.84% | 减仓 |
 美光科技MU |
| 1.13% | 0.81% | $165.5万 | 1,434股 | $52.4万 | 1,552股 | -118股-7.60% | 减仓 |
 谷歌AGOOGL |
| 0.92% | 0.34% | $135.8万 | 3,801股 | $22.3万 | 776股 | +3,025股+389.82% | 加仓 |
 西部数据WDC |
| 0.77% | 0.88% | $113.4万 | 1,775股 | $57.3万 | 2,118股 | -343股-16.19% | 减仓 |
 迈威尔MRVL |
| 0.61% | 0.39% | $90.2万 | 3,028股 | $25.6万 | 2,586股 | +442股+17.09% | 加仓 |
 LumentumLITE |
| 0.6% | 1.01% | $87.8万 | 1,023股 | $65.4万 | 930股 | +93股+10.00% | 加仓 |
 AMD超威AMD |
| 0.56% | 0.4% | $82.7万 | 1,424股 | $25.9万 | 1,272股 | +152股+11.95% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.56% | 0.38% | $81.9万 | 3,012股 | $25.0万 | 2,659股 | +353股+13.28% | 加仓 |
 泛林集团LRCX |
| 0.47% | 0.62% | $68.5万 | 1,580股 | $40.1万 | 1,878股 | -298股-15.87% | 减仓 |
 Arm控股ARM |
| 0.47% | 0.34% | $68.3万 | 1,927股 | $22.0万 | 1,454股 | +473股+32.53% | 加仓 |
 英伟达NVDA |
| 0.45% | 1.51% | $66.5万 | 3,323股 | $98.1万 | 5,623股 | -2,300股-40.90% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | — | $66.5万 | 1,541股 | $0 | 0股 | +1,541股 | 新买入 |
 科磊KLAC |
| 0.43% | 0.48% | $62.5万 | 2,070股 | $31.1万 | 211股 | +1,859股+881.04% | 加仓 |
 VertivVRT |
| 0.41% | 1.08% | $60.7万 | 1,814股 | $70.3万 | 2,805股 | -991股-35.33% | 减仓 |
 应用材料AMAT |
| 0.41% | 0.59% | $60.7万 | 839股 | $38.1万 | 1,115股 | -276股-24.75% | 减仓 |
 希捷STX |
| 0.41% | 0.34% | $59.5万 | 617股 | $22.0万 | 561股 | +56股+9.98% | 加仓 |
 相干公司COHR |
| 0.37% | 0.67% | $54.8万 | 1,390股 | $43.7万 | 1,834股 | -444股-24.21% | 减仓 |
 慧与HPEHPE |
| 0.37% | — | $53.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 康宁GLW |
| 0.34% | — | $49.6万 | 1,943股 | $0 | 0股 | +1,943股 | 新买入 |
 思科CSCO |
| 0.32% | 0.37% | $47.6万 | 4,055股 | $23.8万 | 3,061股 | +994股+32.47% | 加仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.32% | 0.39% | $46.8万 | 9,806股 | $25.4万 | 7,647股 | +2,159股+28.23% | 加仓 |
 安费诺APH |
| 0.32% | 0.39% | $46.4万 | 2,633股 | $25.2万 | 1,996股 | +637股+31.91% | 加仓 |
 台积电TSM |
| 0.31% | 0.46% | $45.3万 | 949股 | $29.6万 | 877股 | +72股+8.21% | 加仓 |
 微软MSFT |
| 0.3% | — | $43.4万 | 1,164股 | $0 | 0股 | +1,164股 | 新买入 |
| FFLEXFLEX |
| 0.29% | — | $43.0万 | 2,654股 | $0 | 0股 | +2,654股 | 新买入 |
 捷普JBL |
| 0.29% | 0.44% | $42.6万 | 1,105股 | $28.6万 | 1,076股 | +29股+2.70% | 加仓 |
 Arista网络ANET |
| 0.28% | — | $41.6万 | 2,446股 | $0 | 0股 | +2,446股 | 新买入 |
 帕兰提尔PLTR |
| 0.28% | 0.51% | $40.9万 | 3,506股 | $33.1万 | 2,266股 | +1,240股+54.72% | 加仓 |
 NVENT ELECTRICNVT |
| 0.28% | 0.33% | $40.9万 | 2,409股 | $21.6万 | 1,828股 | +581股+31.78% | 加仓 |
 CrowdStrikeCRWD |
| 0.26% | — | $38.2万 | 501股 | $0 | 0股 | +501股 | 新买入 |
| S新美亚SANM |
| 0.26% | — | $37.7万 | 1,490股 | $0 | 0股 | +1,490股 | 新买入 |
 英特尔INTC |
| 0.25% | — | $37.0万 | 2,647股 | $0 | 0股 | +2,647股 | 新买入 |
 PALO ALTOPANW |
| 0.24% | — | $35.9万 | 1,052股 | $0 | 0股 | +1,052股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.23% | 0.37% | $33.1万 | 167股 | $23.7万 | 172股 | -5股-2.91% | 减仓 |
 EquinixEQIX |
| 0.22% | 0.36% | $32.7万 | 314股 | $23.5万 | 240股 | +74股+30.83% | 加仓 |
 QUANTA SVCSPWR |
| 0.21% | — | $31.2万 | 434股 | $0 | 0股 | +434股 | 新买入 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.21% | — | $30.6万 | 3,711股 | $0 | 0股 | +3,711股 | 新买入 |
 GE VernovaGEV |
| 0.21% | 0.34% | $30.5万 | 260股 | $21.9万 | 251股 | +9股+3.59% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.21% | — | $30.1万 | 3,027股 | $0 | 0股 | +3,027股 | 新买入 |
 伊顿ETN |
| 0.2% | — | $30.0万 | 703股 | $0 | 0股 | +703股 | 新买入 |
 亚马逊AMZN |
| 0.2% | — | $28.9万 | 1,214股 | $0 | 0股 | +1,214股 | 新买入 |
 特灵科技TT |
| 0.2% | — | $28.9万 | 589股 | $0 | 0股 | +589股 | 新买入 |
 江森自控JCI |
| 0.18% | — | $27.1万 | 1,856股 | $0 | 0股 | +1,856股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.18% | 0.33% | $26.8万 | 1,494股 | $21.2万 | 1,178股 | +316股+26.83% | 加仓 |
 阿斯麦ASML |
| 0.18% | 0.48% | $26.5万 | 133股 | $30.9万 | 234股 | -101股-43.16% | 减仓 |
