| AAT&TT |
| 11.86% | 12.03% | $268.0万 | 12.2万股 | $268.0万 | 12.2万股 | 00.00% | 持仓不变 |
 TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10ERIC |
| 10.66% | 10.81% | $240.7万 | 31.8万股 | $240.7万 | 31.8万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 8.6% | 8.72% | $194.3万 | 9,406股 | $194.3万 | 9,406股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 8.41% | 8.53% | $190.0万 | 3.0万股 | $190.0万 | 3.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 7.98% | 8.1% | $180.3万 | 1.0万股 | $180.3万 | 1.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 7.35% | 7.45% | $166.0万 | 1.4万股 | $166.0万 | 1.4万股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 6.54% | 6.63% | $147.7万 | 1,664股 | $147.7万 | 1,664股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 6.25% | 6.33% | $141.1万 | 2.1万股 | $141.1万 | 2.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 6.09% | 6.18% | $137.6万 | 2,404股 | $137.6万 | 2,404股 | 00.00% | 持仓不变 |
 希捷STX |
| 6.02% | 6.1% | $135.9万 | 1.2万股 | $135.9万 | 1.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 5.99% | 6.08% | $135.4万 | 7,268股 | $135.4万 | 7,268股 | 00.00% | 持仓不变 |
 博通AVGO |
| 4.52% | 4.58% | $102.1万 | 5,919股 | $102.1万 | 5,919股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 3.24% | 3.29% | $73.3万 | 6,380股 | $73.3万 | 6,380股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 2.69% | 1.31% | $60.7万 | 2.8万股 | $29.1万 | 2.8万股 | 00.00% | 持仓不变 |
| AAMDOCS SHSDOX |
| 2.07% | 2.1% | $46.7万 | 5,337股 | $46.7万 | 5,337股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.74% | 1.76% | $39.2万 | 634股 | $39.2万 | 634股 | 00.00% | 持仓不变 |
