| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| NVIDIA Corp |
NVDA |
54.85 |
74742.65 |
7.52% |
| 英伟达 |
NVDA |
54.85 |
74742.65 |
7.52% |
| 英伟达 |
NVDA |
54.85 |
74742.65 |
7.52% |
| NVIDIA Corp |
NVDA |
54.85 |
74742.65 |
7.52% |
| 苹果 |
AAPL |
33.29 |
65600.71 |
6.60% |
| 苹果 |
AAPL |
33.29 |
65600.71 |
6.60% |
| Apple Inc |
AAPL |
33.29 |
65600.71 |
6.60% |
| Apple Inc |
AAPL |
33.29 |
65600.71 |
6.60% |
| 美光科技 |
MU |
7.06 |
55470.18 |
5.58% |
| 美光科技 |
MU |
7.06 |
55470.18 |
5.58% |
| Micron Technology Inc |
MU |
7.06 |
55470.18 |
5.58% |
| Micron Technology Inc |
MU |
7.06 |
55470.18 |
5.58% |
| Microsoft Corp |
MSFT |
16.84 |
42771.54 |
4.30% |
| 微软 |
MSFT |
16.84 |
42771.54 |
4.30% |
| 微软 |
MSFT |
16.84 |
42771.54 |
4.30% |
| Microsoft Corp |
MSFT |
16.84 |
42771.54 |
4.30% |
| 超威半导体 |
AMD |
10.20 |
40364.42 |
4.06% |
| 超威半导体 |
AMD |
10.20 |
40364.42 |
4.06% |
| 超威半导体 |
AMD |
10.20 |
40364.42 |
4.06% |
| 超威半导体 |
AMD |
10.20 |
40364.42 |
4.06% |
| Amazon.com Inc |
AMZN |
24.38 |
39574.83 |
3.98% |
| 亚马逊 |
AMZN |
24.38 |
39574.83 |
3.98% |
| 亚马逊 |
AMZN |
24.38 |
39574.83 |
3.98% |
| Amazon.com Inc |
AMZN |
24.38 |
39574.83 |
3.98% |
| 特斯拉 |
TSLA |
11.32 |
32431.73 |
3.26% |
| Tesla Inc |
TSLA |
11.32 |
32431.73 |
3.26% |
| Tesla Inc |
TSLA |
11.32 |
32431.73 |
3.26% |
| 特斯拉 |
TSLA |
11.32 |
32431.73 |
3.26% |
| 谷歌A |
GOOGL |
13.20 |
32126.52 |
3.23% |
| Alphabet Inc |
GOOGL |
13.20 |
32126.52 |
3.23% |
| 谷歌A |
GOOGL |
13.20 |
32126.52 |
3.23% |
| Alphabet Inc |
GOOGL |
13.20 |
32126.52 |
3.23% |
| 英特尔 |
INTC |
31.45 |
29905.14 |
3.01% |
| 英特尔 |
INTC |
31.45 |
29905.14 |
3.01% |
| 英特尔 |
INTC |
31.45 |
29905.14 |
3.01% |
| 英特尔 |
INTC |
31.45 |
29905.14 |
3.01% |
| Alphabet Inc |
GOOG |
12.37 |
29756.31 |
2.99% |
| Alphabet Inc |
GOOG |
12.37 |
29756.31 |
2.99% |
| 谷歌C |
GOOG |
12.37 |
29756.31 |
2.99% |
| 谷歌C |
GOOG |
12.37 |
29756.31 |
2.99% |
| 博通 |
AVGO |
10.75 |
27645.44 |
2.78% |
| Broadcom Inc |
AVGO |
10.75 |
27645.44 |
2.78% |
| 博通 |
AVGO |
10.75 |
27645.44 |
2.78% |
| Broadcom Inc |
AVGO |
10.75 |
27645.44 |
2.78% |
| 23andMe |
META |
6.71 |
25747.60 |
2.59% |
| 23andMe |
META |
6.71 |
25747.60 |
2.59% |
| Applied Materials Inc |
AMAT |
4.97 |
24460.87 |
2.46% |
| Applied Materials Inc |
AMAT |
4.97 |
24460.87 |
2.46% |
| Walmart Inc |
WMT |
30.52 |
23543.90 |
2.37% |
| Walmart Inc |
WMT |
30.52 |
23543.90 |
2.37% |
| 拉姆研究 |
LRCX |
7.82 |
23092.09 |
2.32% |
| 拉姆研究 |
LRCX |
7.82 |
23092.09 |
2.32% |
| Cisco Systems Inc |
CSCO |
24.66 |
19728.21 |
1.99% |
| Cisco Systems Inc |
CSCO |
24.66 |
19728.21 |
1.99% |
| Costco Wholesale Corp |
COST |
2.78 |
17685.07 |
1.78% |
| Costco Wholesale Corp |
COST |
2.78 |
17685.07 |
1.78% |
| KLA Corp |
KLAC |
8.17 |
16794.42 |
1.69% |
| KLA Corp |
KLAC |
8.17 |
16794.42 |
1.69% |
| Sandisk Corp |
SNDK |
0.93 |
14347.92 |
1.44% |
| Sandisk Corp |
SNDK |
0.93 |
14347.92 |
1.44% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
60.18 |
60.57% |
| 通信服务 |
12.31 |
12.39% |
| 非日常生活消费品 |
10.48 |
10.55% |
| 日常消费品 |
6.13 |
6.17% |
| 医疗保健 |
3.50 |
3.52% |
| 工业 |
3.39 |
3.41% |
| 公用事业 |
1.12 |
1.12% |
| 原材料 |
1.02 |
1.03% |
| 能源 |
0.45 |
0.45% |
| 金融 |
0.16 |
0.16% |
|
