| 序号 | 股票代码 | 股票简称 | 持股数量(股) | 持股市值(元) | 占基金净值比(%) |
| 1 | SNDK | 闪迪 | 23,000.00 | 356,181,396.11 | 9.12 |
| 2 | MU | 美光科技 | 42,000.00 | 330,193,657.96 | 8.46 |
| 3 | LRCX | 拉姆研究 | 48,500.00 | 143,141,313.90 | 3.67 |
| 4 | TSM | 台积电 | 43,800.00 | 142,467,450.27 | 3.65 |
| 5 | MKSI | MKS Inc | 46,500.00 | 140,871,206.88 | 3.61 |
| 6 | AMAT | 应用材料 | 28,000.00 | 137,879,859.60 | 3.53 |
| 7 | ASML | 阿斯麦 | 10,000.00 | 135,498,768.96 | 3.47 |
| 8 | AMD | 超威半导体 | 24,000.00 | 94,956,478.06 | 2.43 |
| 9 | NBIS | Nebius Group NV-A | 50,000.00 | 94,048,312.65 | 2.41 |
| 10 | NVDA | 英伟达 | 68,000.00 | 92,669,922.71 | 2.37 |
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