| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| 英伟达科技 |
NVDA US |
26.96 |
36738.31 |
7.21% |
| 英伟达科技 |
NVDA US |
26.96 |
36738.31 |
7.21% |
| 英伟达科技 |
NVDA US |
26.96 |
36738.31 |
7.21% |
| 英伟达科技 |
NVDA US |
26.96 |
36738.31 |
7.21% |
| 苹果公司 |
AAPL US |
16.36 |
32244.88 |
6.33% |
| 苹果公司 |
AAPL US |
16.36 |
32244.88 |
6.33% |
| 苹果公司 |
AAPL US |
16.36 |
32244.88 |
6.33% |
| 苹果公司 |
AAPL US |
16.36 |
32244.88 |
6.33% |
| 美光科技 |
MU US |
3.47 |
27265.35 |
5.35% |
| 美光科技 |
MU US |
3.47 |
27265.35 |
5.35% |
| 美光科技 |
MU US |
3.47 |
27265.35 |
5.35% |
| 美光科技 |
MU US |
3.47 |
27265.35 |
5.35% |
| 微软 |
MSFT US |
8.28 |
21023.48 |
4.12% |
| 微软 |
MSFT US |
8.28 |
21023.48 |
4.12% |
| 微软 |
MSFT US |
8.28 |
21023.48 |
4.12% |
| 微软 |
MSFT US |
8.28 |
21023.48 |
4.12% |
| ADVANCED MICRO DEVICES |
AMD US |
5.01 |
19840.36 |
3.89% |
| ADVANCED MICRO DEVICES |
AMD US |
5.01 |
19840.36 |
3.89% |
| ADVANCED MICRO DEVICES |
AMD US |
5.01 |
19840.36 |
3.89% |
| ADVANCED MICRO DEVICES |
AMD US |
5.01 |
19840.36 |
3.89% |
| 亚马逊公司 |
AMZN US |
11.98 |
19452.28 |
3.82% |
| 亚马逊公司 |
AMZN US |
11.98 |
19452.28 |
3.82% |
| 亚马逊公司 |
AMZN US |
11.98 |
19452.28 |
3.82% |
| 亚马逊公司 |
AMZN US |
11.98 |
19452.28 |
3.82% |
| 特斯拉 |
TSLA US |
5.56 |
15941.29 |
3.13% |
| 特斯拉 |
TSLA US |
5.56 |
15941.29 |
3.13% |
| 特斯拉 |
TSLA US |
5.56 |
15941.29 |
3.13% |
| 特斯拉 |
TSLA US |
5.56 |
15941.29 |
3.13% |
| 谷歌A |
GOOGL US |
6.49 |
15791.14 |
3.10% |
| 谷歌A |
GOOGL US |
6.49 |
15791.14 |
3.10% |
| 谷歌A |
GOOGL US |
6.49 |
15791.14 |
3.10% |
| 谷歌A |
GOOGL US |
6.49 |
15791.14 |
3.10% |
| 英特尔公司 |
INTC US |
15.46 |
14699.32 |
2.88% |
| 英特尔公司 |
INTC US |
15.46 |
14699.32 |
2.88% |
| 英特尔公司 |
INTC US |
15.46 |
14699.32 |
2.88% |
| 英特尔公司 |
INTC US |
15.46 |
14699.32 |
2.88% |
| 谷歌C |
GOOG US |
6.08 |
14626.20 |
2.87% |
| 谷歌C |
GOOG US |
6.08 |
14626.20 |
2.87% |
| 谷歌C |
GOOG US |
6.08 |
14626.20 |
2.87% |
| 谷歌C |
GOOG US |
6.08 |
14626.20 |
2.87% |
| 博通 |
AVGO US |
5.28 |
13588.59 |
2.67% |
| 博通 |
AVGO US |
5.28 |
13588.59 |
2.67% |
| Meta |
META US |
3.30 |
12655.89 |
2.48% |
| Meta |
META US |
3.30 |
12655.89 |
2.48% |
| 应用材料 |
AMAT US |
2.44 |
12023.12 |
2.36% |
| 应用材料 |
AMAT US |
2.44 |
12023.12 |
2.36% |
| 沃尔玛 |
WMT US |
15.00 |
11572.58 |
2.27% |
| 沃尔玛 |
WMT US |
15.00 |
11572.58 |
2.27% |
| 拉姆研究 |
LRCX US |
3.85 |
11350.66 |
2.23% |
| 拉姆研究 |
LRCX US |
3.85 |
11350.66 |
2.23% |
| 思科 |
CSCO US |
12.12 |
9697.06 |
1.90% |
| 思科 |
CSCO US |
12.12 |
9697.06 |
1.90% |
| 好市多批发 |
COST US |
1.36 |
8692.49 |
1.71% |
| 好市多批发 |
COST US |
1.36 |
8692.49 |
1.71% |
| 科磊 |
KLAC US |
4.02 |
8255.01 |
1.62% |
| 科磊 |
KLAC US |
4.02 |
8255.01 |
1.62% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 科技 |
29.25 |
57.37% |
| 通讯 |
6.75 |
13.24% |
| 非必需消费品 |
4.63 |
9.09% |
| 必需消费品 |
3.01 |
5.91% |
| 医疗保健 |
1.72 |
3.37% |
| 工业 |
1.61 |
3.16% |
| 公用事业 |
0.55 |
1.08% |
| 材料 |
0.50 |
0.99% |
| 能源 |
0.22 |
0.43% |
| 金融 |
0.08 |
0.16% |
|
