| 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 |
26.00 |
35435.21 |
7.07% |
| 英伟达 |
NVDA US |
26.00 |
35435.21 |
7.07% |
| 苹果 |
AAPL US |
15.78 |
31101.23 |
6.21% |
| 苹果 |
AAPL US |
15.78 |
31101.23 |
6.21% |
| 美光科技 |
MU US |
3.35 |
26297.57 |
5.25% |
| 美光科技 |
MU US |
3.35 |
26297.57 |
5.25% |
| 微软 |
MSFT US |
7.98 |
20277.56 |
4.05% |
| 微软 |
MSFT US |
7.98 |
20277.56 |
4.05% |
| 超威半导体 |
AMD US |
4.84 |
19135.71 |
3.82% |
| 超威半导体 |
AMD US |
4.84 |
19135.71 |
3.82% |
| 亚马逊 |
AMZN US |
11.56 |
18761.89 |
3.74% |
| 亚马逊 |
AMZN US |
11.56 |
18761.89 |
3.74% |
| 特斯拉 |
TSLA US |
5.37 |
15375.80 |
3.07% |
| 特斯拉 |
TSLA US |
5.37 |
15375.80 |
3.07% |
| 谷歌A |
GOOGL US |
6.26 |
15230.58 |
3.04% |
| 谷歌A |
GOOGL US |
6.26 |
15230.58 |
3.04% |
| 英特尔 |
INTC US |
14.91 |
14177.41 |
2.83% |
| 英特尔 |
INTC US |
14.91 |
14177.41 |
2.83% |
| 谷歌C |
GOOG US |
5.86 |
14107.12 |
2.82% |
| 谷歌C |
GOOG US |
5.86 |
14107.12 |
2.82% |
| 博通 |
AVGO US |
5.09 |
13107.48 |
2.62% |
| 博通 |
AVGO US |
5.09 |
13107.48 |
2.62% |
| Meta |
META US |
3.18 |
12208.16 |
2.44% |
| 应用材料 |
AMAT US |
2.35 |
11596.68 |
2.31% |
| 沃尔玛 |
WMT US |
14.47 |
11161.96 |
2.23% |
| 拉姆研究 |
LRCX US |
3.71 |
10947.80 |
2.18% |
| 思科 |
CSCO US |
11.69 |
9352.98 |
1.87% |
| 好市多 |
COST US |
1.32 |
8386.66 |
1.67% |
| 科磊 |
KLAC US |
3.87 |
7962.60 |
1.59% |
| 闪迪 |
SNDK US |
0.44 |
6801.52 |
1.36% |
| 奈飞 |
NFLX US |
12.49 |
6073.91 |
1.21% |
| 派拓网络 |
PANW US |
2.42 |
5621.52 |
1.12% |
| 德州仪器 |
TXN US |
2.70 |
5480.73 |
1.09% |
| Palantir |
PLTR US |
6.81 |
5411.73 |
1.08% |
| 迈威尔科技 |
MRVL US |
2.59 |
5264.79 |
1.05% |
| Linde |
LIN US |
1.37 |
4847.14 |
0.97% |
| 西部数据 |
WDC US |
1.02 |
4448.57 |
0.89% |
| 希捷科技 |
STX US |
0.67 |
4372.04 |
0.87% |
| 高通 |
QCOM US |
3.13 |
3935.22 |
0.79% |
| 安进 |
AMGN US |
1.60 |
3948.65 |
0.79% |
| CrowdStrike Holdings |
CRWD US |
0.76 |
3924.24 |
0.78% |
| 亚德诺 |
ADI US |
1.44 |
3907.77 |
0.78% |
| 百事 |
PEP US |
4.05 |
3738.40 |
0.75% |
| ASML HOLDING NV |
ASML US |
0.27 |
3686.92 |
0.74% |
| T-Mobile US |
TMUS US |
3.21 |
3666.74 |
0.73% |
| 吉利德科学 |
GILD US |
3.68 |
3169.10 |
0.63% |
| Applovin |
APP US |
0.91 |
3181.07 |
0.63% |
| ARM HOLDINGS PLC |
ARM US |
1.26 |
3037.75 |
0.61% |
| 直觉外科 |
ISRG US |
1.05 |
2845.34 |
0.57% |
| Shopify |
SHOP US |
3.62 |
2813.45 |
0.56% |
| Booking Holdings |
BKNG US |
2.30 |
2790.32 |
0.56% |
| 福泰制药 |
VRTX US |
0.75 |
2546.86 |
0.51% |
| 星巴克 |
SBUX US |
3.38 |
2352.99 |
0.47% |
| 飞塔信息 |
FTNT US |
2.17 |
2273.80 |
0.45% |
| 铿腾电子 |
CDNS US |
0.82 |
2092.30 |
0.42% |
| 万豪酒店 |
MAR US |
0.78 |
1974.57 |
0.39% |
| 怪物饮料 |
MNST US |
2.90 |
1899.18 |
0.38% |
| Constellation Energy |
CEG US |
1.07 |
1812.91 |
0.36% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
28.53 |
56.94% |
| 电信服务 |
5.64 |
11.25% |
| 非必需消费品 |
4.97 |
9.92% |
| 必需消费品 |
2.91 |
5.80% |
| 保健 |
1.66 |
3.31% |
| 工业 |
1.47 |
2.93% |
| 公用事业 |
0.53 |
1.06% |
| 材料 |
0.48 |
0.97% |
| 能源 |
0.21 |
0.42% |
| 其他-GICS未分类 |
0.14 |
0.28% |
|
