| 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 | AVGO | 博通 | 30,540.00 | 60,263,607.47 | 新增 |
| 2 | MSFT | 微软 | 6,080.00 | 36,181,424.56 | 仓增 |
| 3 | TSM | 台积电 | 3,000.00 | 23,013,245.85 | 仓增 |
| 4 | AMD | 超威半导体 | 20,799.00 | 21,127,735.27 | 新增 |
| 5 | NVDA | 英伟达 | -5,000.00 | 18,378,250.11 | 减仓 |
| 6 | META | Meta Platforms Inc-A | 800.00 | 17,269,124.16 | 仓增 |
| 7 | NFLX | 奈飞 | 10.00 | 12,243,981.49 | 仓增 |
| 8 | GOOG | 谷歌-C | -300.00 | 8,659,968.38 | 减仓 |
| 9 | AMZN | 亚马逊 | -5,940.00 | 1,342,846.44 | 减仓 |
| 10 | AAPL | 苹果 | -2,710.00 | -8,256,220.73 | 减仓 |
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