| DDELL TECHNOLOGIES INC CLASS CDELL |
| 8.84% | 8.84% | $805.1万 | 20.0万股 | $805.1万 | 20.0万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 6.12% | 6.12% | $557.7万 | 1.5万股 | $557.7万 | 1.5万股 | 00.00% | 持仓不变 |
 SKYWORKS SOLUTIONSSWKS |
| 6% | 6% | $546.8万 | 6.0万股 | $546.8万 | 6.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 5.55% | 5.55% | $505.1万 | 2.4万股 | $505.1万 | 2.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 5.25% | 5.25% | $478.2万 | 8,552股 | $478.2万 | 8,552股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 5.06% | 5.06% | $461.0万 | 3.3万股 | $461.0万 | 3.3万股 | 00.00% | 持仓不变 |
 JUNIPER NETWORKS INC COMJNPR |
| 5.05% | 5.05% | $460.0万 | 14.4万股 | $460.0万 | 14.4万股 | 00.00% | 持仓不变 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 4.9% | 4.9% | $446.5万 | 1.7万股 | $446.5万 | 1.7万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 4.64% | 4.64% | $423.0万 | 2.6万股 | $423.0万 | 2.6万股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 4.43% | 4.43% | $403.5万 | 2.9万股 | $403.5万 | 2.9万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 4.38% | 4.38% | $399.0万 | 1.4万股 | $399.0万 | 1.4万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 4.36% | 4.36% | $397.0万 | 2.4万股 | $397.0万 | 2.4万股 | 00.00% | 持仓不变 |
 捷普JBL |
| 4.31% | 4.31% | $392.6万 | 5.8万股 | $392.6万 | 5.8万股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 3.95% | 3.95% | $359.7万 | 7.1万股 | $359.7万 | 7.1万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 3.54% | 3.54% | $322.5万 | 5.0万股 | $322.5万 | 5.0万股 | 00.00% | 持仓不变 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 3.5% | 3.5% | $318.9万 | 9.0万股 | $318.9万 | 9.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.21% | 3.21% | $292.1万 | 1.2万股 | $292.1万 | 1.2万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 2.72% | 2.72% | $248.2万 | 7.1万股 | $248.2万 | 7.1万股 | 00.00% | 持仓不变 |
 福克斯FOXA |
| 2.71% | 2.71% | $246.8万 | 8.1万股 | $246.8万 | 8.1万股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 2.34% | 2.34% | $213.3万 | 8.0万股 | $213.3万 | 8.0万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 2.13% | 2.13% | $194.5万 | 5.3万股 | $194.5万 | 5.3万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.96% | 1.96% | $178.5万 | 1.8万股 | $178.5万 | 1.8万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.93% | 1.93% | $175.5万 | 2.1万股 | $175.5万 | 2.1万股 | 00.00% | 持仓不变 |
 TENABLETENB |
| 1.45% | 1.45% | $132.0万 | 3.5万股 | $132.0万 | 3.5万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 1.13% | 1.13% | $103.0万 | 2,647股 | $103.0万 | 2,647股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.54% | 0.54% | $49.2万 | 3,431股 | $49.2万 | 3,431股 | 00.00% | 持仓不变 |
