| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| 英伟达 |
NVDA US |
33.53 |
45698.67 |
6.19% |
| 英伟达 |
NVDA US |
33.53 |
45698.67 |
6.19% |
| 苹果 |
AAPL US |
20.35 |
40108.19 |
5.43% |
| 苹果 |
AAPL US |
20.35 |
40108.19 |
5.43% |
| 美光科技 |
MU US |
4.31 |
33910.10 |
4.59% |
| 美光科技 |
MU US |
4.31 |
33910.10 |
4.59% |
| 微软 |
MSFT US |
10.29 |
26148.89 |
3.54% |
| 微软 |
MSFT US |
10.29 |
26148.89 |
3.54% |
| 超威半导体 |
AMD US |
6.24 |
24680.38 |
3.34% |
| 超威半导体 |
AMD US |
6.24 |
24680.38 |
3.34% |
| 亚马逊 |
AMZN US |
14.91 |
24197.54 |
3.28% |
| 亚马逊 |
AMZN US |
14.91 |
24197.54 |
3.28% |
| 特斯拉 |
TSLA US |
6.92 |
19830.07 |
2.69% |
| 特斯拉 |
TSLA US |
6.92 |
19830.07 |
2.69% |
| 谷歌A |
GOOGL US |
8.07 |
19642.23 |
2.66% |
| 谷歌A |
GOOGL US |
8.07 |
19642.23 |
2.66% |
| 英特尔 |
INTC US |
19.23 |
18284.33 |
2.48% |
| 英特尔 |
INTC US |
19.23 |
18284.33 |
2.48% |
| 谷歌C |
GOOG US |
7.56 |
18195.03 |
2.46% |
| 谷歌C |
GOOG US |
7.56 |
18195.03 |
2.46% |
| 博通 |
AVGO US |
6.57 |
16903.67 |
2.29% |
| Meta |
META US |
4.10 |
15744.28 |
2.13% |
| 应用材料 |
AMAT US |
3.04 |
14958.49 |
2.03% |
| 沃尔玛 |
WMT US |
18.66 |
14394.45 |
1.95% |
| 拉姆研究 |
LRCX US |
4.78 |
14120.52 |
1.91% |
| 思科 |
CSCO US |
15.08 |
12061.89 |
1.63% |
| 好市多 |
COST US |
1.70 |
10814.16 |
1.46% |
| 科磊 |
KLAC US |
5.00 |
10267.19 |
1.39% |
| 闪迪 |
SNDK US |
0.57 |
8782.19 |
1.19% |
| 奈飞 |
NFLX US |
16.11 |
7833.15 |
1.06% |
| 派拓网络 |
PANW US |
3.12 |
7250.39 |
0.98% |
| 德州仪器 |
TXN US |
3.48 |
7067.88 |
0.96% |
| Palantir |
PLTR US |
8.78 |
6979.29 |
0.95% |
| 迈威尔科技 |
MRVL US |
3.35 |
6791.13 |
0.92% |
| Linde |
LIN US |
1.77 |
6250.67 |
0.85% |
| 西部数据 |
WDC US |
1.32 |
5737.56 |
0.78% |
| 希捷科技 |
STX US |
0.86 |
5631.99 |
0.76% |
| CrowdStrike Holdings |
CRWD US |
0.97 |
5063.57 |
0.69% |
| 安进 |
AMGN US |
2.06 |
5092.30 |
0.69% |
| 高通 |
QCOM US |
4.03 |
5075.50 |
0.69% |
| 亚德诺 |
ADI US |
1.86 |
5038.49 |
0.68% |
| 百事 |
PEP US |
5.23 |
4821.61 |
0.65% |
| T-Mobile US |
TMUS US |
4.14 |
4729.62 |
0.64% |
| ASML HOLDING NV |
ASML US |
0.35 |
4749.23 |
0.64% |
| Applovin |
APP US |
1.17 |
4101.88 |
0.56% |
| 吉利德科学 |
GILD US |
4.75 |
4087.50 |
0.55% |
| ARM HOLDINGS PLC |
ARM US |
1.62 |
3918.48 |
0.53% |
| 直觉外科 |
ISRG US |
1.35 |
3670.10 |
0.50% |
| Shopify |
SHOP US |
4.66 |
3627.59 |
0.49% |
| Booking Holdings |
BKNG US |
2.96 |
3597.37 |
0.49% |
| 福泰制药 |
VRTX US |
0.97 |
3286.08 |
0.45% |
| 星巴克 |
SBUX US |
4.36 |
3033.82 |
0.41% |
| 飞塔信息 |
FTNT US |
2.80 |
2932.33 |
0.40% |
| 铿腾电子 |
CDNS US |
1.05 |
2696.86 |
0.37% |
| 万豪酒店 |
MAR US |
1.01 |
2546.52 |
0.34% |
| 怪物饮料 |
MNST US |
3.74 |
2449.56 |
0.33% |
| Constellation Energy |
CEG US |
1.38 |
2337.32 |
0.32% |
| AUTOMATIC DATA PROCESSING INC |
ADP US |
1.53 |
2331.27 |
0.32% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 科技 |
36.39 |
49.28% |
| 通讯 |
8.39 |
11.37% |
| 非必需消费品 |
5.76 |
7.80% |
| 必需消费品 |
3.75 |
5.07% |
| 医疗保健 |
2.14 |
2.89% |
| 工业 |
2.01 |
2.72% |
| 公用事业 |
0.68 |
0.92% |
| 材料 |
0.63 |
0.85% |
| 能源 |
0.27 |
0.37% |
| 金融 |
0.10 |
0.13% |
|
