| 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 | CIEN | Ciena科技 | 71,068.00 | 218,118,282.36 | 仓增 |
| 2 | VIAV | Viavi Solutions Inc | 921,443.00 | 212,187,712.06 | 新增 |
| 3 | GLW | 康宁 | 207,146.00 | 194,889,340.63 | 新增 |
| 4 | LITE | Lumentum Holdings Inc | 20,434.00 | 156,437,160.53 | 仓增 |
| 5 | COHR | Coherent Corp | 81,411.00 | 151,504,629.44 | 仓增 |
| 6 | SNDK | 闪迪 | 28,407.00 | 124,882,046.53 | 新增 |
| 7 | MU | 美光科技 | 46,100.00 | 107,765,669.43 | 新增 |
| 8 | AEIS | 先进能源工业 | 34,286.00 | 76,559,251.95 | 新增 |
| 9 | TER | 泰瑞达 | 37,058.00 | 76,018,013.86 | 新增 |
| 10 | TSM | 台积电 | -5,917.00 | 7,142,573.11 | 减仓 |