| 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 | AAPL | 苹果 | 35,608.00 | 89,007,362.27 | 仓增 |
| 2 | META | Meta Platforms Inc-A | 16,285.00 | 79,538,542.64 | 新增 |
| 3 | MSFT | 微软 | 10,805.00 | 59,765,177.19 | 仓增 |
| 4 | NVDA | 英伟达 | 24,703.00 | 54,850,370.65 | 仓增 |
| 5 | DELL | 戴尔科技 | 15,126.00 | 54,803,722.20 | 新增 |
| 6 | AMZN | 亚马逊 | 29,358.00 | 52,102,752.87 | 仓增 |
| 7 | TSM | 台积电 | 11,819.00 | 33,512,913.17 | 仓增 |
| 8 | MU | 美光科技 | 1,552.00 | 2,685,272.71 | 仓增 |
| 9 | GOOGL | 谷歌-A | 0.00 | -4,430,728.75 | 持有 |
| 10 | GOOG | 谷歌-C | -2,488.00 | -9,825,062.32 | 减仓 |
| 11 | AVGO | 博通 | -3,911.00 | -15,418,528.65 | 减仓 |