| 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 | AVGO | 博通 | 52,000.00 | 111,364,421.69 | 5.37 |
| 2 | MU | 美光科技 | 43,000.00 | 100,518,954.13 | 4.85 |
| 3 | MRVL | 迈威尔科技 | 132,000.00 | 90,468,387.24 | 4.37 |
| 4 | 688498 | 源杰科技 | 87,495.00 | 87,970,972.80 | 4.25 |
| 5 | NVDA | 英伟达 | 65,000.00 | 78,438,318.40 | 3.79 |
| 6 | ASML | 阿斯麦 | 8,400.00 | 76,770,549.26 | 3.70 |
| 7 | 688256 | 寒武纪 | 77,410.00 | 75,818,828.99 | 3.66 |
| 8 | KLAC | 科磊 | 7,000.00 | 71,317,356.28 | 3.44 |
| 9 | TSM | 台积电 | 30,000.00 | 70,152,336.90 | 3.39 |
| 10 | AMD | 超威半导体 | 49,000.00 | 68,973,063.56 | 3.33 |
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