| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| 英伟达科技 |
NVDA US |
144.39 |
196769.59 |
13.01% |
| 英伟达科技 |
NVDA US |
144.39 |
196769.59 |
13.01% |
| 苹果公司 |
AAPL US |
97.69 |
192532.38 |
12.73% |
| 苹果公司 |
AAPL US |
97.69 |
192532.38 |
12.73% |
| 微软 |
MSFT US |
56.68 |
144006.65 |
9.52% |
| 微软 |
MSFT US |
56.68 |
144006.65 |
9.52% |
| 谷歌A |
GOOGL US |
41.59 |
101234.18 |
6.69% |
| 谷歌A |
GOOGL US |
41.59 |
101234.18 |
6.69% |
| 谷歌C |
GOOG US |
38.96 |
93765.24 |
6.20% |
| 谷歌C |
GOOG US |
38.96 |
93765.24 |
6.20% |
| 博通 |
AVGO US |
36.18 |
93079.13 |
6.15% |
| 博通 |
AVGO US |
36.18 |
93079.13 |
6.15% |
| 美光科技 |
MU US |
10.90 |
85662.46 |
5.66% |
| 美光科技 |
MU US |
10.90 |
85662.46 |
5.66% |
| Meta |
META US |
21.22 |
81403.49 |
5.38% |
| Meta |
META US |
21.22 |
81403.49 |
5.38% |
| ADVANCED MICRO DEVICES |
AMD US |
15.75 |
62334.58 |
4.12% |
| ADVANCED MICRO DEVICES |
AMD US |
15.75 |
62334.58 |
4.12% |
| 英特尔公司 |
INTC US |
48.56 |
46181.90 |
3.05% |
| 英特尔公司 |
INTC US |
48.56 |
46181.90 |
3.05% |
| 应用材料 |
AMAT US |
7.67 |
37775.14 |
2.50% |
| 应用材料 |
AMAT US |
7.67 |
37775.14 |
2.50% |
| 拉姆研究 |
LRCX US |
12.08 |
35661.37 |
2.36% |
| 科磊 |
KLAC US |
12.62 |
25935.51 |
1.71% |
| 晟碟 |
SNDK US |
1.43 |
22157.58 |
1.46% |
| 派拓网络 |
PANW US |
7.88 |
18312.26 |
1.21% |
| 德州仪器 |
TXN US |
8.79 |
17851.50 |
1.18% |
| Palantir |
PLTR US |
22.18 |
17628.50 |
1.17% |
| 迈威尔科技 |
MRVL US |
8.45 |
17148.86 |
1.13% |
| 西部数据 |
WDC US |
3.33 |
14487.66 |
0.96% |
| 希捷科技 |
STX US |
2.17 |
14238.70 |
0.94% |
| 高通 |
QCOM US |
10.18 |
12817.19 |
0.85% |
| CrowdStrike Holdings |
CRWD US |
2.46 |
12784.71 |
0.85% |
| 模拟器件 |
ADI US |
4.71 |
12730.94 |
0.84% |
| 阿斯麦 |
ASML US |
0.89 |
11995.71 |
0.79% |
| Applovin |
APP US |
2.95 |
10366.12 |
0.69% |
| Arm Holdings |
ARM US |
4.10 |
9893.53 |
0.65% |
| Shopify |
SHOP US |
11.78 |
9163.74 |
0.61% |
| 飞塔信息 |
FTNT US |
7.08 |
7406.59 |
0.49% |
| 铿腾电子 |
CDNS US |
2.67 |
6812.45 |
0.45% |
| Datadog |
DDOG US |
3.20 |
5668.31 |
0.37% |
| 新思科技 |
SNPS US |
1.85 |
5620.86 |
0.37% |
| Astera |
ALAB US |
1.66 |
5448.57 |
0.36% |
| 奥多比 |
ADBE US |
3.91 |
5453.39 |
0.36% |
| Doordash |
DASH US |
3.97 |
4995.09 |
0.33% |
| 泰瑞达 |
TER US |
1.51 |
4984.60 |
0.33% |
| 直觉软件公司 |
INTU US |
2.64 |
4698.32 |
0.31% |
| 恩智浦 |
NXPI US |
2.44 |
4669.18 |
0.31% |
| Monolithic Power |
MPWR US |
0.47 |
4468.41 |
0.30% |
| Nebius Group |
NBIS US |
2.13 |
4005.71 |
0.26% |
| 微晶片科技 |
MCHP US |
5.24 |
3253.36 |
0.22% |
| 拼多多 |
PDD US |
6.45 |
3352.82 |
0.22% |
| CoreWeave |
CRWV US |
4.32 |
2931.82 |
0.19% |
| 欧特克 |
ADSK US |
2.04 |
2699.60 |
0.18% |
| 儒博实业 |
ROP US |
0.98 |
2247.35 |
0.15% |
| 汤森路透 |
TRI US |
3.68 |
2048.04 |
0.14% |
| Strategy |
MSTR US |
3.20 |
1892.44 |
0.13% |
| Workday |
WDAY US |
1.94 |
1619.30 |
0.11% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 科技 |
118.50 |
78.33% |
| 通讯 |
29.18 |
19.29% |
| 非必需消费品 |
0.34 |
0.22% |
| 工业 |
0.20 |
0.14% |
|
