| 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 |
176.88 |
241050.14 |
6.95% |
| 英伟达 |
NVDA US |
176.88 |
241050.14 |
6.95% |
| 苹果 |
AAPL US |
107.35 |
211567.37 |
6.10% |
| 苹果 |
AAPL US |
107.35 |
211567.37 |
6.10% |
| 美光科技 |
MU US |
22.91 |
180145.80 |
5.19% |
| 美光科技 |
MU US |
22.91 |
180145.80 |
5.19% |
| 微软 |
MSFT US |
54.30 |
137941.98 |
3.98% |
| 微软 |
MSFT US |
54.30 |
137941.98 |
3.98% |
| 超威半导体 |
AMD US |
33.17 |
131252.40 |
3.78% |
| 超威半导体 |
AMD US |
33.17 |
131252.40 |
3.78% |
| 亚马逊 |
AMZN US |
78.62 |
127631.93 |
3.68% |
| 亚马逊 |
AMZN US |
78.62 |
127631.93 |
3.68% |
| 特斯拉 |
TSLA US |
36.51 |
104595.20 |
3.02% |
| 特斯拉 |
TSLA US |
36.51 |
104595.20 |
3.02% |
| 谷歌A |
GOOGL US |
42.57 |
103610.99 |
2.99% |
| 谷歌A |
GOOGL US |
42.57 |
103610.99 |
2.99% |
| 英特尔 |
INTC US |
101.88 |
96891.82 |
2.79% |
| 英特尔 |
INTC US |
101.88 |
96891.82 |
2.79% |
| 谷歌C |
GOOG US |
39.88 |
95966.94 |
2.77% |
| 谷歌C |
GOOG US |
39.88 |
95966.94 |
2.77% |
| 博通 |
AVGO US |
34.94 |
89902.22 |
2.59% |
| 博通 |
AVGO US |
34.94 |
89902.22 |
2.59% |
| Meta |
META US |
21.64 |
83039.38 |
2.39% |
| 应用材料 |
AMAT US |
16.33 |
80390.85 |
2.32% |
| 沃尔玛 |
WMT US |
98.43 |
75930.93 |
2.19% |
| 拉姆研究 |
LRCX US |
25.23 |
74475.10 |
2.15% |
| 思科 |
CSCO US |
79.53 |
63625.06 |
1.83% |
| 好市多 |
COST US |
8.95 |
57037.34 |
1.64% |
| 科磊 |
KLAC US |
26.93 |
55330.69 |
1.60% |
| 闪迪 |
SNDK US |
3.09 |
47824.32 |
1.38% |
| 奈飞 |
NFLX US |
84.97 |
41318.72 |
1.19% |
| 派拓网络 |
PANW US |
16.47 |
38243.18 |
1.10% |
| 德州仪器 |
TXN US |
18.36 |
37281.01 |
1.07% |
| Palantir |
PLTR US |
46.33 |
36815.34 |
1.06% |
| 迈威尔科技 |
MRVL US |
17.65 |
35813.72 |
1.03% |
| Linde |
LIN US |
9.33 |
32973.93 |
0.95% |
| 西部数据 |
WDC US |
7.16 |
31126.10 |
0.90% |
| 希捷科技 |
STX US |
4.62 |
30394.61 |
0.88% |
| 高通 |
QCOM US |
21.95 |
27623.20 |
0.80% |
| CrowdStrike Holdings |
CRWD US |
5.14 |
26699.91 |
0.77% |
| 亚德诺 |
ADI US |
9.83 |
26586.93 |
0.77% |
| 安进 |
AMGN US |
10.89 |
26859.43 |
0.77% |
| 百事 |
PEP US |
27.58 |
25432.96 |
0.73% |
| T-Mobile US |
TMUS US |
21.84 |
24946.19 |
0.72% |
| ASML HOLDING NV |
ASML US |
1.85 |
25053.72 |
0.72% |
| Applovin |
APP US |
6.17 |
21648.48 |
0.62% |
| 吉利德科学 |
GILD US |
25.05 |
21557.40 |
0.62% |
| ARM HOLDINGS PLC |
ARM US |
8.56 |
20661.51 |
0.60% |
| 直觉外科 |
ISRG US |
7.15 |
19356.17 |
0.56% |
| Booking Holdings |
BKNG US |
15.64 |
18981.22 |
0.55% |
| Shopify |
SHOP US |
24.61 |
19137.49 |
0.55% |
| 福泰制药 |
VRTX US |
5.12 |
17326.27 |
0.50% |
| 星巴克 |
SBUX US |
23.00 |
16005.98 |
0.46% |
| 飞塔信息 |
FTNT US |
14.78 |
15467.73 |
0.45% |
| 铿腾电子 |
CDNS US |
5.57 |
14226.65 |
0.41% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
195.09 |
56.25% |
| 通讯业务 |
38.35 |
11.06% |
| 非日常生活消费品 |
33.80 |
9.75% |
| 日常消费品 |
19.76 |
5.70% |
| 医疗保健 |
11.27 |
3.25% |
| 工业 |
10.94 |
3.15% |
| 公用事业 |
3.60 |
1.04% |
| 原材料 |
3.30 |
0.95% |
| 能源 |
1.44 |
0.41% |
| 金融 |
0.52 |
0.15% |
|
