| 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 |
58.03 |
79088.46 |
7.00% |
| 英伟达科技 |
NVDA US |
58.03 |
79088.46 |
7.00% |
| 苹果公司 |
AAPL US |
35.22 |
69420.91 |
6.14% |
| 苹果公司 |
AAPL US |
35.22 |
69420.91 |
6.14% |
| 美光科技 |
MU US |
7.47 |
58696.64 |
5.19% |
| 美光科技 |
MU US |
7.47 |
58696.64 |
5.19% |
| 微软 |
MSFT US |
17.82 |
45268.70 |
4.01% |
| 微软 |
MSFT US |
17.82 |
45268.70 |
4.01% |
| ADVANCED MICRO DEVICES |
AMD US |
10.79 |
42709.05 |
3.78% |
| ADVANCED MICRO DEVICES |
AMD US |
10.79 |
42709.05 |
3.78% |
| 亚马逊公司 |
AMZN US |
25.80 |
41886.10 |
3.71% |
| 亚马逊公司 |
AMZN US |
25.80 |
41886.10 |
3.71% |
| 特斯拉 |
TSLA US |
11.98 |
34330.43 |
3.04% |
| 特斯拉 |
TSLA US |
11.98 |
34330.43 |
3.04% |
| 谷歌A |
GOOGL US |
13.97 |
34009.95 |
3.01% |
| 谷歌A |
GOOGL US |
13.97 |
34009.95 |
3.01% |
| 英特尔公司 |
INTC US |
33.28 |
31646.05 |
2.80% |
| 英特尔公司 |
INTC US |
33.28 |
31646.05 |
2.80% |
| 谷歌C |
GOOG US |
13.09 |
31500.30 |
2.79% |
| 谷歌C |
GOOG US |
13.09 |
31500.30 |
2.79% |
| 博通 |
AVGO US |
11.37 |
29262.20 |
2.59% |
| Meta |
META US |
7.10 |
27250.74 |
2.41% |
| 应用材料 |
AMAT US |
5.26 |
25905.16 |
2.29% |
| 沃尔玛 |
WMT US |
32.30 |
24916.30 |
2.20% |
| 拉姆研究 |
LRCX US |
8.28 |
24441.45 |
2.16% |
| 思科 |
CSCO US |
26.10 |
20880.94 |
1.85% |
| 好市多批发 |
COST US |
2.94 |
18753.56 |
1.66% |
| 科磊 |
KLAC US |
8.65 |
17777.08 |
1.57% |
| 晟碟 |
SNDK US |
0.99 |
15331.29 |
1.36% |
| 奈飞 |
NFLX US |
27.88 |
13559.45 |
1.20% |
| 派拓网络 |
PANW US |
5.40 |
12551.15 |
1.11% |
| 德州仪器 |
TXN US |
6.03 |
12246.53 |
1.08% |
| Palantir |
PLTR US |
15.20 |
12081.28 |
1.07% |
| 迈威尔科技 |
MRVL US |
5.79 |
11753.21 |
1.04% |
| Linde |
LIN US |
3.07 |
10851.11 |
0.96% |
| 西部数据 |
WDC US |
2.28 |
9918.59 |
0.88% |
| 希捷科技 |
STX US |
1.48 |
9727.33 |
0.86% |
| 高通 |
QCOM US |
6.98 |
8786.06 |
0.78% |
| CrowdStrike Holdings |
CRWD US |
1.69 |
8781.98 |
0.78% |
| 安进 |
AMGN US |
3.58 |
8835.75 |
0.78% |
| 模拟器件 |
ADI US |
3.23 |
8727.42 |
0.77% |
| PEPSICO INC |
PEP US |
9.06 |
8351.68 |
0.74% |
| 阿斯麦 |
ASML US |
0.60 |
8177.35 |
0.72% |
| T-Mobile US |
TMUS US |
7.17 |
8190.38 |
0.72% |
| Applovin |
APP US |
2.02 |
7104.33 |
0.63% |
| 吉里德科学公司 |
GILD US |
8.23 |
7080.53 |
0.63% |
| Arm Holdings |
ARM US |
2.80 |
6770.77 |
0.60% |
| Shopify |
SHOP US |
8.08 |
6283.87 |
0.56% |
| 直觉外科 |
ISRG US |
2.34 |
6350.76 |
0.56% |
| Booking Holdings |
BKNG US |
5.14 |
6236.80 |
0.55% |
| 福泰制药公司 |
VRTX US |
1.68 |
5693.89 |
0.50% |
| 星巴克 |
SBUX US |
7.55 |
5252.06 |
0.46% |
| 飞塔信息 |
FTNT US |
4.85 |
5079.43 |
0.45% |
| 铿腾电子 |
CDNS US |
1.84 |
4691.26 |
0.42% |
| 万豪酒店 |
MAR US |
1.75 |
4419.87 |
0.39% |
| 怪物饮料 |
MNST US |
6.48 |
4244.45 |
0.38% |
| Constellation Energy |
CEG US |
2.39 |
4049.75 |
0.36% |
| AUTOMATIC DATA PROCESSING INC |
ADP US |
2.65 |
4046.01 |
0.36% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
63.70 |
56.37% |
| 通信服务 |
12.59 |
11.14% |
| 非日常生活消费品 |
11.10 |
9.83% |
| 日常消费品 |
6.49 |
5.74% |
| 医疗保健 |
3.71 |
3.28% |
| 工业 |
3.60 |
3.18% |
| 公用事业 |
1.18 |
1.05% |
| 原材料 |
1.09 |
0.96% |
| 能源 |
0.47 |
0.42% |
| 金融 |
0.17 |
0.15% |
|
