| 序号 | 股票代码 | 股票简称 | 变动数量(股) | 变动市值(元) | 变动类型 |
| 1 | NFLX | 奈飞 | 69,500.00 | 46,238,371.55 | 新增 |
| 2 | MU | 美光科技 | 18,550.00 | 43,363,409.28 | 新增 |
| 3 | TSM | 台积电 | 2,000.00 | 9,956,985.66 | 仓增 |
| 4 | META | Meta Platforms Inc-A | 1,083.00 | -6,742,300.76 | 仓增 |
| 5 | AAPL | 苹果 | -1,300.00 | -10,181,995.92 | 减仓 |
| 6 | AMZN | 亚马逊 | -202.00 | -12,273,987.06 | 减仓 |
| 7 | NVDA | 英伟达 | 1,100.00 | -13,742,275.69 | 仓增 |
| 8 | GOOGL | 谷歌-A | 0.00 | -16,881,666.32 | 持有 |
| 9 | AVGO | 博通 | -18,800.00 | -56,122,101.47 | 减仓 |
| 10 | MSFT | 微软 | -11,100.00 | -69,865,877.93 | 减仓 |
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