持仓前10的股票
| 序号 | 股票代码 | 股票名称 | 持有量（万股） | 市值（万元） | 占净值比 |
|---|---|---|---|---|---|
| 1 | TSM | 台积电 | 20.04 | 46862.23 | 10.26% |
| 2 | NVDA | 英伟达 | 38.40 | 46340.27 | 10.14% |
| 3 | 000660 | SK海力士 | 10.80 | 39525.14 | 8.65% |
| 4 | AVGO | 博通 | 18.17 | 38908.37 | 8.52% |
| 5 | 005930 | 三星电子 | 40.74 | 30884.53 | 6.76% |
| 6 | SNDK | 闪迪 | 5.11 | 22452.57 | 4.91% |
| 7 | GLW | 康宁 | 20.82 | 19589.04 | 4.29% |
| 8 | WDC | 西部数据 | 9.12 | 17061.58 | 3.73% |
| 9 | LITE | Lumentum控股 | 3.37 | 16368.75 | 3.58% |
| 10 | MPWR | Monolithic Power | 2.11 | 15957.54 | 3.49% |
| 1 | NVDA | 英伟达 | 14.87 | 19488.72 | 9.86% |
| 2 | 000660 | SK海力士 | 6.10 | 19345.40 | 9.79% |
| 3 | TSM | 台积电 | 8.40 | 17933.92 | 9.07% |
| 4 | AVGO | 博通 | 6.48 | 15766.85 | 7.98% |
| 5 | 005930 | 三星电子 | 18.40 | 10743.89 | 5.44% |
| 6 | GLW | 康宁 | 14.29 | 8797.19 | 4.45% |
| 7 | MPWR | Monolithic Power | 1.21 | 7694.44 | 3.89% |
| 8 | LITE | Lumentum控股 | 2.89 | 7487.00 | 3.79% |
| 9 | CRDO | Credo Technology | 4.65 | 4706.23 | 2.38% |
| 10 | 2317 | 鸿海 | 90.00 | 4641.79 | 2.35% |
| 1 | NVDA | 英伟达 | 4.74 | 6286.94 | 9.71% |
| 2 | TSM | 台积电 | 3.02 | 6001.31 | 9.27% |
| 3 | AVGO | 博通 | 2.42 | 5680.87 | 8.78% |
| 4 | 000660 | SK海力士 | 3.20 | 5628.84 | 8.70% |
| 5 | MPWR | Monolithic Power | 0.83 | 5415.14 | 8.37% |
| 6 | 2317 | 鸿海 | 61.00 | 3073.10 | 4.75% |
| 7 | 2383 | 台光电 | 8.00 | 2285.70 | 3.53% |
| 8 | GLW | 康宁 | 3.79 | 2208.94 | 3.41% |
| 9 | CRDO | Credo Technology | 1.93 | 1996.84 | 3.08% |
| 10 | META | Meta | 0.35 | 1803.91 | 2.79% |
| 1 | NVDA | 英伟达 | 5.50 | 6220.43 | 10.51% |
| 2 | 000660 | SK海力士 | 3.87 | 5971.00 | 10.09% |
| 3 | TSM | 台积电 | 3.67 | 5950.36 | 10.05% |
| 4 | AVGO | 博通 | 3.00 | 5919.80 | 10.00% |
| 5 | MPWR | Monolithic Power | 0.76 | 3952.92 | 6.68% |
| 6 | ARM | Arm Holdings | 2.49 | 2883.00 | 4.87% |
| 7 | 2454 | 联发科 | 7.90 | 2418.20 | 4.09% |
| 8 | ASML | 阿斯麦 | 0.34 | 1950.52 | 3.30% |
| 9 | CRDO | Credo Technology | 1.93 | 1279.23 | 2.16% |
| 10 | META | Meta | 0.16 | 845.39 | 1.43% |
| 1 | TSM | 台积电 | 4.22 | 5028.47 | 9.28% |
| 2 | NVDA | 英伟达 | 6.37 | 4955.69 | 9.15% |
| 3 | AVGO | 博通 | 4.11 | 4939.59 | 9.12% |
| 4 | 000660 | SK海力士 | 5.02 | 4661.69 | 8.60% |
| 5 | MPWR | Monolithic Power | 0.68 | 2810.17 | 5.19% |
| 6 | 2454 | 联发科 | 7.90 | 2374.35 | 4.38% |
| 7 | ARM | Arm Holdings | 2.49 | 1908.73 | 3.52% |
| 8 | META | Meta | 0.36 | 1489.40 | 2.75% |
| 9 | CRDO | Credo Technology | 4.38 | 1262.65 | 2.33% |
| 10 | 2317 | 鸿海 | 29.00 | 915.49 | 1.69% |
| 1 | TSM | 台积电 | 3.12 | 4429.27 | 9.88% |
| 2 | NVDA | 英伟达 | 4.56 | 4401.91 | 9.82% |
| 3 | AVGO | 博通 | 2.64 | 4399.71 | 9.81% |
| 4 | 2317 | 鸿海 | 97.00 | 3912.38 | 8.73% |
| 5 | 000660 | SK海力士 | 4.30 | 3638.18 | 8.11% |
| 6 | MRVL | 迈威尔科技 | 2.00 | 1587.92 | 3.54% |
| 7 | META | Meta | 0.34 | 1431.02 | 3.19% |
| 8 | 2454 | 联发科 | 4.10 | 1271.72 | 2.84% |
| 9 | CRDO | Credo Technology | 2.48 | 1198.17 | 2.67% |
| 10 | ALAB | Astera | 1.00 | 952.10 | 2.12% |
| 1 | NVDA | 英伟达 | 8.67 | 7377.98 | 10.47% |
| 2 | TSM | 台积电 | 5.94 | 7228.83 | 10.26% |
| 3 | 000660 | SK海力士 | 7.19 | 6695.16 | 9.50% |
| 4 | 2317 | 鸿海 | 160.00 | 6639.15 | 9.42% |
| 5 | MPWR | Monolithic Power | 0.72 | 4664.41 | 6.62% |
| 6 | LRCX | 拉姆研究 | 0.56 | 3208.13 | 4.55% |
| 7 | 6981 | Murata Manufacturing | 10.00 | 1377.35 | 1.95% |
| 1 | 000660 | SK海力士 | 8.65 | 10590.16 | 10.15% |
| 2 | NVDA | 英伟达 | 11.81 | 10398.05 | 9.96% |
| 3 | TSM | 台积电 | 8.37 | 10368.00 | 9.93% |
| 4 | ASML | 阿斯麦 | 1.34 | 9737.83 | 9.33% |
| 5 | 2454 | 联发科 | 27.20 | 8366.12 | 8.02% |
| 6 | 2317 | 鸿海 | 136.00 | 6394.11 | 6.13% |
| 7 | LRCX | 拉姆研究 | 0.36 | 2739.62 | 2.63% |
| 8 | CAMT | 康特科技 | 2.65 | 2365.29 | 2.27% |
| 序号 | 行业代码 | 行业类别 | 市值（万元） | 占净值比 |
|---|---|---|---|---|
| 1 | 45 | 信息技术 | 321169.78 | 70.29% |
| 2 | 5010 | 电信服务 | 3083.10 | 0.67% |
| 3 | 25 | 非必需消费品 | 7.07 | 0.00% |
| 1 | 45 | 信息技术 | 126539.43 | 64.02% |
| 2 | 20 | 工业 | 1246.12 | 0.63% |
| 3 | 5010 | 电信服务 | 647.95 | 0.33% |
| 4 | 25 | 非必需消费品 | 7.97 | 0.00% |
| 5 | 1010 | 能源 | 9.27 | 0.00% |
| 1 | 45 | 信息技术 | 41726.26 | 64.46% |
| 2 | 5010 | 电信服务 | 1877.59 | 2.90% |
| 3 | 1010 | 能源 | 9.21 | 0.01% |
| 4 | 25 | 非必需消费品 | 9.39 | 0.01% |
| 1 | 45 | 信息技术 | 37882.80 | 64.01% |
| 2 | 5010 | 电信服务 | 903.90 | 1.53% |
| 3 | 1010 | 能源 | 7.41 | 0.01% |
| 4 | 25 | 非必需消费品 | 7.49 | 0.01% |
| 1 | 45 | 信息技术 | 32508.15 | 60.00% |
| 2 | 5010 | 电信服务 | 1501.89 | 2.77% |
| 3 | 25 | 非必需消费品 | 129.42 | 0.24% |
| 4 | 1010 | 能源 | 7.76 | 0.01% |
| 1 | 45 | 信息技术 | 28657.55 | 63.91% |
| 2 | 5010 | 电信服务 | 1442.91 | 3.22% |
| 3 | 1010 | 能源 | 8.38 | 0.02% |
| 4 | 25 | 非必需消费品 | 10.13 | 0.02% |
| 1 | 45 | 信息技术 | 57196.90 | 81.18% |
| 2 | 5010 | 电信服务 | 10.59 | 0.02% |
| 3 | 25 | 非必需消费品 | 12.06 | 0.02% |
| 4 | 1010 | 能源 | 8.90 | 0.01% |
| 1 | 45 | 信息技术 | 86687.50 | 83.06% |
| 2 | 5010 | 电信服务 | 1316.79 | 1.26% |
| 3 | 25 | 非必需消费品 | 12.23 | 0.01% |
| 4 | 1010 | 能源 | 9.21 | 0.01% |