| 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 |
56.53 |
77043.05 |
18.05% |
| NVIDIA Corp |
NVDA US |
56.53 |
77043.05 |
18.05% |
| Apple Inc |
AAPL US |
34.29 |
67576.04 |
15.83% |
| 苹果 |
AAPL US |
34.29 |
67576.04 |
15.83% |
| 微软 |
MSFT US |
17.34 |
44045.40 |
10.32% |
| Microsoft Corp |
MSFT US |
17.34 |
44045.40 |
10.32% |
| Broadcom Inc |
AVGO US |
11.05 |
28417.28 |
6.66% |
| 博通 |
AVGO US |
11.05 |
28417.28 |
6.66% |
| 美光科技 |
MU US |
2.63 |
20682.70 |
4.85% |
| Micron Technology Inc |
MU US |
2.63 |
20682.70 |
4.85% |
| Advanced Micro Devices Inc |
AMD US |
3.80 |
15050.21 |
3.53% |
| 超威半导体 |
AMD US |
3.80 |
15050.21 |
3.53% |
| 英特尔 |
INTC US |
11.02 |
10481.32 |
2.46% |
| Intel Corp |
INTC US |
11.02 |
10481.32 |
2.46% |
| 应用材料 |
AMAT US |
1.85 |
9116.81 |
2.14% |
| Applied Materials Inc |
AMAT US |
1.85 |
9116.81 |
2.14% |
| 拉姆研究 |
LRCX US |
2.92 |
8610.32 |
2.02% |
| Lam Research Corp |
LRCX US |
2.92 |
8610.32 |
2.02% |
| 思科 |
CSCO US |
9.21 |
7371.60 |
1.73% |
| Cisco Systems Inc |
CSCO US |
9.21 |
7371.60 |
1.73% |
| KLA Corp |
KLAC US |
3.05 |
6262.15 |
1.47% |
| Sandisk Corp/DE |
SNDK US |
0.35 |
5350.46 |
1.25% |
| Palo Alto Networks Inc |
PANW US |
1.89 |
4394.46 |
1.03% |
| Texas Instruments Inc |
TXN US |
2.13 |
4316.25 |
1.01% |
| Palantir Technologies Inc |
PLTR US |
5.36 |
4262.22 |
1.00% |
| International Business Machines Corp |
IBM US |
2.19 |
4199.47 |
0.98% |
| Marvell Technology Ltd |
MRVL US |
2.04 |
4144.23 |
0.97% |
| Oracle Corp |
ORCL US |
3.96 |
3956.62 |
0.93% |
| Western Digital Corp |
WDC US |
0.80 |
3498.04 |
0.82% |
| Amphenol Corp |
APH US |
2.87 |
3446.58 |
0.81% |
| Seagate Technology Holdings PLC |
STX US |
0.52 |
3438.08 |
0.81% |
| Corning Inc |
GLW US |
1.83 |
3178.62 |
0.74% |
| QUALCOMM Inc |
QCOM US |
2.46 |
3094.61 |
0.73% |
| Crowdstrike Holdings Inc |
CRWD US |
0.59 |
3086.38 |
0.72% |
| Analog Devices Inc |
ADI US |
1.14 |
3080.82 |
0.72% |
| Arista Networks Inc |
ANET US |
2.41 |
2787.07 |
0.65% |
| AppLovin Corp |
APP US |
0.63 |
2209.03 |
0.52% |
| Salesforce Inc |
CRM US |
1.91 |
2042.23 |
0.48% |
| Dell Technologies Inc |
DELL US |
0.68 |
1989.16 |
0.47% |
| Cadence Design Systems Inc |
CDNS US |
0.64 |
1644.96 |
0.39% |
| ServiceNow Inc |
NOW US |
2.41 |
1631.57 |
0.38% |
| Fortinet Inc |
FTNT US |
1.46 |
1524.55 |
0.36% |
| Datadog Inc |
DDOG US |
0.77 |
1372.70 |
0.32% |
| Synopsys Inc |
SNPS US |
0.45 |
1361.69 |
0.32% |
| Adobe Inc |
ADBE US |
0.95 |
1320.55 |
0.31% |
| Coherent Corp |
COHR US |
0.46 |
1229.70 |
0.29% |
| Accenture PLC |
ACN US |
1.44 |
1217.42 |
0.29% |
| Teradyne Inc |
TER US |
0.37 |
1207.10 |
0.28% |
| Intuit Inc |
INTU US |
0.65 |
1150.31 |
0.27% |
| NXP Semiconductors NV |
NXPI US |
0.59 |
1130.64 |
0.26% |
| Motorola Solutions Inc |
MSI US |
0.39 |
1098.59 |
0.26% |
| Ciena Corp |
CIEN US |
0.33 |
1105.59 |
0.26% |
| Monolithic Power Systems Inc |
MPWR US |
0.11 |
1080.86 |
0.25% |
| Lumentum Holdings Inc |
LITE US |
0.18 |
1063.64 |
0.25% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
38.97 |
91.31% |
|
