| 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 | SMCI | 超微电脑 | 2,555,879.00 | 510,571,838.12 | 新增 |
| 2 | MRVL | 迈威尔科技 | -253,772.00 | 371,625,246.67 | 减仓 |
| 3 | META | Meta Platforms Inc-A | 16,460.00 | 46,883,929.07 | 仓增 |
| 4 | NVDA | 英伟达 | -84,569.00 | -5,769,370.71 | 减仓 |
| 5 | AAPL | 苹果 | -51,102.00 | -14,078,183.42 | 减仓 |
| 6 | MSFT | 微软 | -9,315.00 | -29,212,174.71 | 减仓 |
| 7 | AMZN | 亚马逊 | -64,934.00 | -32,315,516.38 | 减仓 |
| 8 | AVGO | 博通 | -80,072.00 | -69,558,443.18 | 减仓 |
| 9 | TSLA | 特斯拉 | -57,218.00 | -87,898,926.93 | 减仓 |
| 10 | NFLX | 奈飞 | 21,369.00 | -218,465,814.45 | 仓增 |
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