| 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 |
26.39 |
35970.10 |
7.33% |
| 英伟达 |
NVDA US |
26.39 |
35970.10 |
7.33% |
| 苹果 |
AAPL US |
16.02 |
31570.67 |
6.43% |
| 苹果 |
AAPL US |
16.02 |
31570.67 |
6.43% |
| 美光科技 |
MU US |
3.40 |
26695.37 |
5.44% |
| 美光科技 |
MU US |
3.40 |
26695.37 |
5.44% |
| 微软 |
MSFT US |
8.10 |
20583.96 |
4.19% |
| 微软 |
MSFT US |
8.10 |
20583.96 |
4.19% |
| 超威半导体 |
AMD US |
4.91 |
19425.72 |
3.96% |
| 超威半导体 |
AMD US |
4.91 |
19425.72 |
3.96% |
| 亚马逊 |
AMZN US |
11.73 |
19045.48 |
3.88% |
| 亚马逊 |
AMZN US |
11.73 |
19045.48 |
3.88% |
| 特斯拉 |
TSLA US |
5.45 |
15607.84 |
3.18% |
| 特斯拉 |
TSLA US |
5.45 |
15607.84 |
3.18% |
| 谷歌A |
GOOGL US |
6.35 |
15461.08 |
3.15% |
| 谷歌A |
GOOGL US |
6.35 |
15461.08 |
3.15% |
| 英特尔 |
INTC US |
15.13 |
14391.95 |
2.93% |
| 英特尔 |
INTC US |
15.13 |
14391.95 |
2.93% |
| 谷歌C |
GOOG US |
5.95 |
14320.33 |
2.92% |
| 谷歌C |
GOOG US |
5.95 |
14320.33 |
2.92% |
| 博通 |
AVGO US |
5.17 |
13304.55 |
2.71% |
| 博通 |
AVGO US |
5.17 |
13304.55 |
2.71% |
| Meta |
META US |
3.23 |
12391.17 |
2.52% |
| 应用材料 |
AMAT US |
2.39 |
11771.99 |
2.40% |
| 沃尔玛 |
WMT US |
14.69 |
11330.59 |
2.31% |
| 拉姆研究 |
LRCX US |
3.77 |
11113.37 |
2.26% |
| 思科 |
CSCO US |
11.87 |
9494.26 |
1.93% |
| 好市多 |
COST US |
1.34 |
8510.91 |
1.73% |
| 科磊 |
KLAC US |
3.93 |
8082.40 |
1.65% |
| 闪迪 |
SNDK US |
0.45 |
6905.27 |
1.41% |
| 奈飞 |
NFLX US |
12.68 |
6165.68 |
1.26% |
| 派拓网络 |
PANW US |
2.46 |
5706.76 |
1.16% |
| 德州仪器 |
TXN US |
2.74 |
5563.15 |
1.13% |
| Palantir |
PLTR US |
6.91 |
5493.66 |
1.12% |
| 迈威尔科技 |
MRVL US |
2.63 |
5344.12 |
1.09% |
| Linde |
LIN US |
1.39 |
4920.31 |
1.00% |
| 西部数据 |
WDC US |
1.04 |
4514.70 |
0.92% |
| 希捷科技 |
STX US |
0.68 |
4437.76 |
0.90% |
| 安进 |
AMGN US |
1.63 |
4008.09 |
0.82% |
| 亚德诺 |
ADI US |
1.47 |
3967.28 |
0.81% |
| 高通 |
QCOM US |
3.17 |
3994.25 |
0.81% |
| CrowdStrike Holdings |
CRWD US |
0.77 |
3984.01 |
0.81% |
| 百事 |
PEP US |
4.12 |
3795.20 |
0.77% |
| T-Mobile US |
TMUS US |
3.26 |
3722.49 |
0.76% |
| ASML HOLDING NV |
ASML US |
0.28 |
3738.41 |
0.76% |
| Applovin |
APP US |
0.92 |
3230.55 |
0.66% |
| 吉利德科学 |
GILD US |
3.74 |
3216.85 |
0.66% |
| ARM HOLDINGS PLC |
ARM US |
1.28 |
3083.15 |
0.63% |
| 直觉外科 |
ISRG US |
1.07 |
2888.41 |
0.59% |
| Booking Holdings |
BKNG US |
2.33 |
2832.45 |
0.58% |
| Shopify |
SHOP US |
3.67 |
2855.75 |
0.58% |
| 福泰制药 |
VRTX US |
0.76 |
2585.42 |
0.53% |
| 星巴克 |
SBUX US |
3.43 |
2388.48 |
0.49% |
| 飞塔信息 |
FTNT US |
2.21 |
2308.12 |
0.47% |
| 铿腾电子 |
CDNS US |
0.83 |
2122.98 |
0.43% |
| 万豪酒店 |
MAR US |
0.79 |
2004.10 |
0.41% |
| 怪物饮料 |
MNST US |
2.94 |
1927.85 |
0.39% |
| 康卡斯特 |
CMCSA US |
10.73 |
1793.74 |
0.37% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
28.96 |
58.98% |
| 电信服务 |
5.72 |
11.66% |
| 可选消费 |
5.04 |
10.27% |
| 日常消费 |
2.95 |
6.01% |
| 医疗保健 |
1.68 |
3.43% |
| 工业 |
1.63 |
3.32% |
| 公用事业 |
0.54 |
1.09% |
| 原材料 |
0.49 |
1.00% |
| 能源 |
0.21 |
0.44% |
| 金融 |
0.08 |
0.16% |
|
