比大多数的个股都强劲啊。
SMH的YtD收益率超过30%
版主： Nimitz
Re: SMH的YtD收益率超过30%
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| Holding Name | Ticker | Shares | Market Value | % of Net Assets |
|---|---|---|---|---|
| Nvidia Corp | NVDA US | 262,026 | 215,592,373 | 13.05 |
| Broadcom Inc | AVGO US | 131,944 | 184,612,086 | 11.18 |
| Asml Holding Nv | ASML US | 172,278 | 170,717,161 | 10.34 |
| Taiwan Semiconductor Manufacturing Co | TSM US | 1,218,496 | 163,156,614 | 9.88 |
| Advanced Micro Devices Inc | AMD US | 792,029 | 160,496,757 | 9.72 |
| Intel Corp | INTC US | 2,042,367 | 89,496,522 | 5.42 |
| Qualcomm Inc | QCOM US | 532,677 | 86,874,292 | 5.26 |
| Applied Materials Inc | AMAT US | 371,067 | 78,016,837 | 4.72 |
| Texas Instruments Inc | TXN US | 429,362 | 73,442,370 | 4.45 |
| Lam Research Corp | LRCX US | 63,844 | 62,664,801 | 3.79 |
| Analog Devices Inc | ADI US | 240,405 | 47,157,845 | 2.85 |
| Kla Corp | KLAC US | 65,057 | 46,682,951 | 2.83 |
| Micron Technology Inc | MU US | 480,654 | 45,734,228 | 2.77 |
| Synopsys Inc | SNPS US | 74,547 | 44,083,368 | 2.67 |
| Cadence Design Systems Inc | CDNS US | 127,032 | 40,045,568 | 2.42 |
| Nxp Semiconductors Nv | NXPI US | 108,320 | 27,893,483 | 1.69 |
| Marvell Technology Inc | MRVL US | 317,878 | 24,670,512 | 1.49 |
| Microchip Technology Inc | MCHP US | 249,468 | 21,703,716 | 1.31 |
| Stmicroelectronics Nv | STM US | 308,242 | 14,539,775 | 0.88 |
| Monolithic Power Systems Inc | MPWR US | 18,736 | 13,934,900 | 0.84 |
| On Semiconductor Corp | ON US | 165,910 | 13,461,937 | 0.82 |
| Entegris Inc | ENTG US | 59,596 | 8,257,622 | 0.50 |
| Skyworks Solutions Inc | SWKS US | 74,687 | 7,949,684 | 0.48 |
| Teradyne Inc | TER US | 59,783 | 6,329,824 | 0.38 |
Re: SMH的YtD收益率超过30%
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| Name | Ticker | Shares | Market Value | Weight (%) |
|---|---|---|---|---|
| NVIDIA CORP | NVDA | 1,636,929.00 | $1,346,848,811.91 | 10.60 |
| ADVANCED MICRO DEVICES INC | AMD | 6,318,832.00 | $1,280,448,116.48 | 10.07 |
| BROADCOM INC | AVGO | 827,008.00 | $1,157,124,783.36 | 9.10 |
| QUALCOMM INC | QCOM | 4,764,711.00 | $777,076,716.99 | 6.11 |
| INTEL CORPORATION CORP | INTC | 13,755,828.00 | $602,780,382.96 | 4.74 |
| APPLIED MATERIAL INC | AMAT | 2,555,709.00 | $537,337,817.25 | 4.23 |
| MARVELL TECHNOLOGY INC | MRVL | 6,868,749.00 | $533,083,609.89 | 4.19 |
| LAM RESEARCH CORP | LRCX | 534,695.00 | $524,819,183.35 | 4.13 |
| KLA CORP | KLAC | 702,862.00 | $504,352,685.34 | 3.97 |
| ASML HOLDING ADR REPRESENTING NV | ASML | 502,886.00 | $498,329,852.84 | 3.92 |
| NXP SEMICONDUCTORS NV | NXPI | 1,875,707.00 | $483,013,309.57 | 3.80 |
| MICRON TECHNOLOGY INC | MU | 5,028,836.00 | $478,493,745.40 | 3.76 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | TSM | 3,533,543.00 | $473,141,407.70 | 3.72 |
| TEXAS INSTRUMENT INC | TXN | 2,506,675.00 | $428,766,758.75 | 3.37 |
| ON SEMICONDUCTOR CORP | ON | 5,067,440.00 | $411,172,081.60 | 3.23 |
| ANALOG DEVICES INC | ADI | 2,087,436.00 | $409,471,445.76 | 3.22 |
| MONOLITHIC POWER SYSTEMS INC | MPWR | 536,812.00 | $399,253,925.00 | 3.14 |
| MICROCHIP TECHNOLOGY INC | MCHP | 4,587,661.00 | $399,126,507.00 | 3.14 |
| ENTEGRIS INC | ENTG | 1,763,261.00 | $244,317,444.16 | 1.92 |
| SKYWORKS SOLUTIONS INC | SWKS | 1,883,207.00 | $200,448,553.08 | 1.58 |
| TERADYNE INC | TER | 1,799,716.00 | $190,553,930.08 | 1.50 |
| STMICROELECTRONICS ADR NV | STM | 3,008,227.00 | $141,898,067.59 | 1.12 |
| QORVO INC | QRVO | 1,142,130.00 | $136,621,590.60 | 1.07 |
| LATTICE SEMICONDUCTOR CORP | LSCC | 1,611,545.00 | $126,022,819.00 | 0.99 |
| MKS INSTRUMENTS INC | MKSI | 743,830.00 | $94,116,809.90 | 0.74 |
| RAMBUS INC | RMBS | 1,261,027.00 | $81,323,631.23 | 0.64 |
| ASE TECHNOLOGY HOLDING ADR REPRESE | ASX | 7,235,414.00 | $71,702,952.74 | 0.56 |
| UNITED MICRO ELECTRONICS ADR REP | UMC | 8,261,180.00 | $64,519,815.80 | 0.51 |
| AXCELIS TECHNOLOGIES INC | ACLS | 381,056.00 | $44,305,381.12 | 0.35 |
| WOLFSPEED INC | WOLF | 1,464,191.00 | $41,626,950.13 | 0.33 |