| 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 | MU | 美光科技 | 138,645.00 | 278,134,321.43 | 新增 |
| 2 | MU | 美光科技 | 138,645.00 | 278,134,321.43 | 新增 |
| 3 | LRCX | 拉姆研究 | 154,745.00 | 186,187,634.07 | 新增 |
| 4 | LRCX | 拉姆研究 | 154,745.00 | 186,187,634.07 | 新增 |
| 5 | NVDA | 英伟达 | 136,829.00 | 163,493,112.32 | 仓增 |
| 6 | NVDA | 英伟达 | 136,829.00 | 163,493,112.32 | 仓增 |
| 7 | META | Meta Platforms Inc-A | 51,316.00 | 135,726,312.28 | 仓增 |
| 8 | META | Meta Platforms Inc-A | 51,316.00 | 135,726,312.28 | 仓增 |
| 9 | MSFT | 微软 | 66,287.00 | 122,232,539.54 | 仓增 |
| 10 | MSFT | 微软 | 66,287.00 | 122,232,539.54 | 仓增 |
| 11 | AMD | 超威半导体 | -3,335.00 | 67,509,468.67 | 减仓 |
| 12 | AMD | 超威半导体 | -3,335.00 | 67,509,468.67 | 减仓 |
| 13 | GOOGL | 谷歌-A | -84,407.00 | 17,275,252.64 | 减仓 |
| 14 | GOOGL | 谷歌-A | -84,407.00 | 17,275,252.64 | 减仓 |
| 15 | GOOG | 谷歌-C | -80,210.00 | 13,526,340.82 | 减仓 |
| 16 | GOOG | 谷歌-C | -80,210.00 | 13,526,340.82 | 减仓 |
| 17 | AAPL | 苹果 | -36,485.00 | 11,617,280.16 | 减仓 |
| 18 | AAPL | 苹果 | -36,485.00 | 11,617,280.16 | 减仓 |
| 19 | PLTR | Palantir Technologies Inc-A | -4,331.00 | -18,789,423.68 | 减仓 |
| 20 | PLTR | Palantir Technologies Inc-A | -4,331.00 | -18,789,423.68 | 减仓 |
| 21 | AVGO | 博通 | -72,482.00 | -137,430,626.52 | 减仓 |
| 22 | AVGO | 博通 | -72,482.00 | -137,430,626.52 | 减仓 |
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