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 | LITE | Lumentum控股 | 5.08 | 24721.85 | 8.22% |
| 2 | GOOG | 谷歌C | 9.70 | 19248.96 | 6.40% |
| 3 | TSM | 台积电 | 7.76 | 18157.76 | 6.04% |
| 4 | WDC | 西部数据 | 8.34 | 15609.38 | 5.19% |
| 5 | COHR | Coherent | 9.44 | 15559.67 | 5.17% |
| 6 | MU | 美光科技 | 6.60 | 15428.49 | 5.13% |
| 7 | INTC | 英特尔 | 42.70 | 13038.58 | 4.34% |
| 8 | 285A | 铠侠 | 13.50 | 11152.18 | 3.71% |
| 9 | NFLX | 奈飞 | 16.03 | 10664.76 | 3.55% |
| 10 | ASML | 阿斯麦 | 1.07 | 9779.11 | 3.25% |
| 1 | NVDA | 英伟达 | 17.22 | 22570.58 | 8.11% |
| 2 | GOOG | 谷歌C | 9.93 | 21905.73 | 7.87% |
| 3 | TSM | 台积电 | 9.71 | 20729.71 | 7.45% |
| 4 | AVGO | 博通 | 8.36 | 20346.83 | 7.31% |
| 5 | TSLA | 特斯拉 | 5.48 | 17330.14 | 6.23% |
| 6 | MU | 美光科技 | 8.37 | 16790.97 | 6.03% |
| 7 | MSFT | 微软 | 3.23 | 10985.76 | 3.95% |
| 8 | AMZN | 亚马逊 | 6.32 | 10259.49 | 3.69% |
| 9 | AAPL | 苹果 | 4.80 | 9170.17 | 3.29% |
| 10 | LITE | Lumentum控股 | 3.17 | 8199.71 | 2.95% |
| 1 | TSM | 台积电 | 5.56 | 11039.75 | 8.74% |
| 2 | NVDA | 英伟达 | 8.22 | 10894.97 | 8.63% |
| 3 | GOOG | 谷歌C | 5.51 | 9538.24 | 7.55% |
| 4 | TSLA | 特斯拉 | 3.01 | 9505.15 | 7.53% |
| 5 | AVGO | 博通 | 3.40 | 7979.57 | 6.32% |
| 6 | MSFT | 微软 | 1.98 | 7275.20 | 5.76% |
| 7 | AAPL | 苹果 | 3.75 | 6782.97 | 5.37% |
| 8 | META | Meta | 1.22 | 6353.60 | 5.03% |
| 9 | AMZN | 亚马逊 | 4.01 | 6261.99 | 4.96% |
| 10 | ORCL | 甲骨文 | 1.46 | 2913.60 | 2.31% |
| 1 | MSFT | 微软 | 2.29 | 8139.18 | 8.43% |
| 2 | GOOG | 谷歌C | 6.06 | 7697.53 | 7.97% |
| 3 | TSM | 台积电 | 4.52 | 7333.37 | 7.59% |
| 4 | AMZN | 亚马逊 | 4.62 | 7250.80 | 7.51% |
| 5 | NVDA | 英伟达 | 6.31 | 7134.27 | 7.39% |
| 6 | META | Meta | 1.22 | 6433.42 | 6.66% |
| 7 | AVGO | 博通 | 3.05 | 6026.36 | 6.24% |
| 8 | AAPL | 苹果 | 3.13 | 4595.66 | 4.76% |
| 9 | NFLX | 奈飞 | 0.42 | 4035.83 | 4.18% |
| 10 | AMD | 超威半导体 | 2.08 | 2112.77 | 2.19% |
| 1 | AMZN | 亚马逊 | 5.21 | 7116.52 | 8.35% |
| 2 | GOOG | 谷歌C | 6.09 | 6831.54 | 8.02% |
| 3 | AAPL | 苹果 | 3.40 | 5421.28 | 6.36% |
| 4 | NVDA | 英伟达 | 6.81 | 5296.44 | 6.21% |
| 5 | TSM | 台积电 | 4.22 | 5032.05 | 5.90% |
| 6 | META | Meta | 1.14 | 4706.51 | 5.52% |
| 7 | MSFT | 微软 | 1.68 | 4521.04 | 5.30% |
| 8 | NFLX | 奈飞 | 0.42 | 2811.43 | 3.30% |
| 9 | MU | 美光科技 | 2.82 | 1761.37 | 2.07% |
| 10 | SNOW | Snowflake | 1.48 | 1552.77 | 1.82% |
| 1 | TSM | 台积电 | 6.38 | 9052.17 | 8.50% |
| 2 | NVDA | 英伟达 | 8.49 | 8193.72 | 7.69% |
| 3 | MSFT | 微软 | 2.56 | 7743.85 | 7.27% |
| 4 | AMZN | 亚马逊 | 4.83 | 7612.17 | 7.15% |
| 5 | AAPL | 苹果 | 4.22 | 7596.50 | 7.13% |
| 6 | GOOG | 谷歌C | 5.14 | 7030.56 | 6.60% |
| 7 | AVGO | 博通 | 3.53 | 5881.29 | 5.52% |
| 8 | META | Meta | 1.31 | 5524.58 | 5.19% |
| 9 | TSLA | 特斯拉 | 1.30 | 3784.59 | 3.55% |
| 10 | ANET | Arista Networks | 2.76 | 2194.50 | 2.06% |
| 1 | NVDA | 英伟达 | 7.30 | 6210.44 | 8.76% |
| 2 | TSM | 台积电 | 5.08 | 6177.85 | 8.71% |
| 3 | META | Meta | 1.34 | 5391.61 | 7.60% |
| 4 | GOOG | 谷歌C | 4.12 | 4826.51 | 6.81% |
| 5 | AMZN | 亚马逊 | 3.24 | 4232.78 | 5.97% |
| 6 | AAPL | 苹果 | 2.15 | 3510.36 | 4.95% |
| 1 | TSM | 台积电 | 4.29 | 5312.08 | 8.41% |
| 2 | MSFT | 微软 | 1.65 | 5258.33 | 8.32% |
| 3 | NVDA | 英伟达 | 5.76 | 5069.60 | 8.02% |
| 4 | AMZN | 亚马逊 | 3.25 | 4478.55 | 7.09% |
| 5 | GOOG | 谷歌C | 3.21 | 4197.67 | 6.64% |
| 6 | MU | 美光科技 | 3.72 | 3482.87 | 5.51% |
| 7 | META | Meta | 0.92 | 3306.36 | 5.23% |
| 8 | QCOM | 高通 | 2.16 | 3065.44 | 4.85% |
| 序号 | 行业代码 | 行业类别 | 市值（万元） | 占净值比 |
|---|---|---|---|---|
| 1 | 45 | 信息科技 | 205598.45 | 68.38% |
| 2 | 5010 | 电信服务 | 38178.10 | 12.70% |
| 3 | 25 | 非周期性消费品 | 8873.72 | 2.95% |
| 4 | 5510 | 公用事业 | 4534.97 | 1.51% |
| 5 | 20 | 工业 | 1716.49 | 0.57% |
| 1 | 45 | 信息科技 | 168990.51 | 60.71% |
| 2 | 5010 | 电信服务 | 36227.23 | 13.01% |
| 3 | 25 | 非周期性消费品 | 28892.15 | 10.38% |
| 4 | 40 | 金融 | 3327.56 | 1.20% |
| 5 | 20 | 工业 | 980.66 | 0.35% |
| 6 | 35 | 医疗 | 428.30 | 0.15% |
| 1 | 45 | 信息科技 | 72279.62 | 57.23% |
| 2 | 5010 | 电信服务 | 19887.58 | 15.75% |
| 3 | 25 | 非周期性消费品 | 16464.56 | 13.04% |
| 4 | 35 | 医疗 | 2869.86 | 2.27% |
| 5 | 40 | 金融 | 2279.25 | 1.80% |
| 6 | 20 | 工业 | 487.29 | 0.39% |
| 1 | 45 | 信息科技 | 52974.29 | 54.85% |
| 2 | 5010 | 电信服务 | 19342.31 | 20.03% |
| 3 | 25 | 非周期性消费品 | 11685.41 | 12.10% |
| 4 | 35 | 医疗 | 2243.98 | 2.32% |
| 5 | 40 | 金融 | 1790.59 | 1.85% |
| 1 | 45 | 信息科技 | 39852.47 | 46.76% |
| 2 | 5010 | 电信服务 | 15840.08 | 18.58% |
| 3 | 25 | 非周期性消费品 | 12544.32 | 14.72% |
| 4 | 35 | 医疗 | 3458.73 | 4.06% |
| 5 | 40 | 金融 | 1582.78 | 1.86% |
| 1 | 45 | 信息科技 | 56701.29 | 53.25% |
| 2 | 5010 | 电信服务 | 15049.08 | 14.13% |
| 3 | 25 | 非周期性消费品 | 12984.49 | 12.19% |
| 4 | 40 | 金融 | 2100.13 | 1.97% |
| 5 | 35 | 医疗 | 1454.63 | 1.37% |
| 1 | 45 | 信息科技 | 36000.99 | 50.76% |
| 2 | 5010 | 电信服务 | 14846.84 | 20.93% |
| 3 | 25 | 非周期性消费品 | 10268.87 | 14.48% |
| 4 | 35 | 医疗 | 3135.83 | 4.42% |
| 5 | 40 | 金融 | 1511.93 | 2.13% |
| 1 | 45 | 信息科技 | 36967.53 | 58.50% |
| 2 | 5010 | 电信服务 | 9019.74 | 14.27% |
| 3 | 25 | 非周期性消费品 | 5662.74 | 8.96% |
| 4 | 35 | 医疗 | 2964.37 | 4.69% |
| 5 | 40 | 金融 | 914.26 | 1.45% |
| 6 | 20 | 工业 | 227.53 | 0.36% |
| 7 | 6010 | 房地产 | 26.42 | 0.04% |