| 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 | AVGO | 博通 | 30,422.00 | 75,334,883.71 | 仓增 |
| 2 | NVDA | 英伟达 | 45,917.00 | 59,524,918.32 | 仓增 |
| 3 | 300136 | 信维通信 | 798,572.00 | 49,511,464.00 | 新增 |
| 4 | GOOG | 谷歌-C | 19,301.00 | 47,824,585.68 | 仓增 |
| 5 | PDD | 拼多多 | 54,489.00 | 43,427,494.99 | 新增 |
| 6 | GEV | GE Vernova Inc | 9,270.00 | 42,584,644.80 | 新增 |
| 7 | MMYT | MakeMyTrip Ltd | 62,209.00 | 35,907,349.33 | 新增 |
| 8 | TSM | 台积电 | 15,062.00 | 33,752,018.63 | 仓增 |
| 9 | META | Meta Platforms Inc-A | 4,523.00 | 18,169,551.94 | 仓增 |
| 10 | 02259 | 紫金黄金国际 | -17,400.00 | 4,245,761.88 | 减仓 |
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