 英伟达NVDA |
| 5.75% | 5.84% | $3,888.70亿 | 19.43亿股 | $3,363.53亿 | 19.29亿股 | +1,484.6万股+0.77% | 加仓 |
 苹果AAPL |
| 4.98% | 5.04% | $3,370.05亿 | 11.65亿股 | $2,905.70亿 | 11.45亿股 | +1,973.4万股+1.72% | 加仓 |
 微软MSFT |
| 3.35% | 3.81% | $2,265.88亿 | 6.07亿股 | $2,196.80亿 | 5.93亿股 | +1,398.7万股+2.36% | 加仓 |
 亚马逊AMZN |
| 2.65% | 2.66% | $1,789.48亿 | 7.51亿股 | $1,534.31亿 | 7.37亿股 | +1,411.7万股+1.92% | 加仓 |
 谷歌AGOOGL |
| 2.44% | 2.23% | $1,647.38亿 | 4.61亿股 | $1,285.34亿 | 4.47亿股 | +1,399.2万股+3.13% | 加仓 |
 博通AVGO |
| 2.22% | 2.07% | $1,504.53亿 | 3.98亿股 | $1,194.75亿 | 3.86亿股 | +1,227.3万股+3.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.93% | 1.82% | $1,307.05亿 | 3.70亿股 | $1,046.35亿 | 3.65亿股 | +516.4万股+1.42% | 加仓 |
 美光科技MU |
| 1.79% | 0.61% | $1,210.45亿 | 1.05亿股 | $349.17亿 | 1.03亿股 | +151.2万股+1.46% | 加仓 |
 Meta平台META |
| 1.44% | 1.68% | $977.00亿 | 1.73亿股 | $966.13亿 | 1.69亿股 | +458.0万股+2.71% | 加仓 |
 特斯拉TSLA |
| 1.33% | 1.34% | $901.02亿 | 2.14亿股 | $773.72亿 | 2.08亿股 | +609.3万股+2.93% | 加仓 |
 AMD超威AMD |
| 1.29% | 0.51% | $873.12亿 | 1.50亿股 | $296.53亿 | 1.46亿股 | +453.5万股+3.11% | 加仓 |
 礼来LLY |
| 1.2% | 1.06% | $810.10亿 | 6,754.0万股 | $611.59亿 | 6,649.4万股 | +104.7万股+1.57% | 加仓 |
 摩根大通JPM |
| 1% | 1.06% | $675.25亿 | 2.06亿股 | $612.62亿 | 2.08亿股 | -197.0万股-0.95% | 减仓 |
| IiShares安硕信托IVV |
| 0.99% | 0.99% | $667.65亿 | 8,915.2万股 | $571.25亿 | 8,745.3万股 | +169.9万股+1.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.9% | 1.01% | $606.39亿 | 1.21亿股 | $580.83亿 | 1.21亿股 | -2.5万股-0.02% | 减仓 |
 英特尔INTC |
| 0.88% | 0.34% | $595.49亿 | 4.26亿股 | $197.61亿 | 4.48亿股 | -2,131.5万股-4.76% | 减仓 |
 应用材料AMAT |
| 0.86% | 0.47% | $579.94亿 | 8,021.3万股 | $269.93亿 | 7,897.5万股 | +123.8万股+1.57% | 加仓 |
 泛林集团LRCX |
| 0.85% | 0.49% | $575.60亿 | 1.33亿股 | $283.97亿 | 1.33亿股 | -7.5万股-0.06% | 减仓 |
 强生JNJ |
| 0.8% | 0.91% | $538.67亿 | 2.12亿股 | $521.60亿 | 2.13亿股 | -128.7万股-0.60% | 减仓 |
 VisaV |
| 0.7% | 0.71% | $472.33亿 | 1.38亿股 | $411.62亿 | 1.36亿股 | +147.8万股+1.09% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 0.95% | $457.67亿 | 3.35亿股 | $547.56亿 | 3.23亿股 | +1,200.5万股+3.72% | 加仓 |
 思科CSCO |
| 0.62% | 0.49% | $421.30亿 | 3.59亿股 | $283.37亿 | 3.65亿股 | -653.8万股-1.79% | 减仓 |
 卡特彼勒CAT |
| 0.6% | 0.46% | $404.57亿 | 3,799.2万股 | $263.45亿 | 3,718.6万股 | +80.6万股+2.17% | 加仓 |
 沃尔玛WMT |
| 0.59% | 0.76% | $401.99亿 | 3.55亿股 | $439.66亿 | 3.54亿股 | +115.4万股+0.33% | 加仓 |
 科磊KLAC |
| 0.56% | 0.32% | $380.75亿 | 1.26亿股 | $185.47亿 | 1,259.6万股 | +1.14亿股+901.88% | 加仓 |
 艾伯维ABBV |
| 0.56% | 0.57% | $376.17亿 | 1.49亿股 | $327.87亿 | 1.51亿股 | -126.1万股-0.84% | 减仓 |
 万事达MA |
| 0.5% | 0.58% | $341.00亿 | 6,639.4万股 | $334.95亿 | 6,703.5万股 | -64.2万股-0.96% | 减仓 |
 GE航空GE |
| 0.49% | 0.45% | $333.21亿 | 8,915.9万股 | $257.60亿 | 9,077.9万股 | -162.0万股-1.79% | 减仓 |
| CCABLE ONECABO |
| 0.49% | 0.66% | $329.20亿 | 5,064.6万股 | $381.68亿 | 5,075.5万股 | -10.9万股-0.21% | 减仓 |
 好市多COST |
| 0.47% | 0.6% | $319.96亿 | 3,420.3万股 | $348.22亿 | 3,494.7万股 | -74.4万股-2.13% | 减仓 |
 联合健康UNH |
| 0.47% | 0.35% | $319.47亿 | 7,686.3万股 | $198.80亿 | 7,346.8万股 | +339.6万股+4.62% | 加仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.46% | $310.93亿 | 5.46亿股 | $263.01亿 | 5.40亿股 | +618.4万股+1.15% | 加仓 |
 默沙东MRK |
| 0.43% | 0.47% | $291.69亿 | 2.27亿股 | $271.77亿 | 2.26亿股 | +107.4万股+0.48% | 加仓 |
 家得宝HD |
| 0.43% | 0.45% | $287.71亿 | 8,157.9万股 | $259.11亿 | 7,878.4万股 | +279.5万股+3.55% | 加仓 |
 宝洁PG |
| 0.41% | 0.47% | $278.62亿 | 1.90亿股 | $270.15亿 | 1.87亿股 | +297.4万股+1.59% | 加仓 |
 可口可乐KO |
| 0.39% | 0.44% | $262.29亿 | 3.23亿股 | $253.70亿 | 3.34亿股 | -1,085.6万股-3.25% | 减仓 |
| IiShares安硕信托IXUS |
| 0.39% | 0.42% | $261.62亿 | 2.74亿股 | $241.26亿 | 2.78亿股 | -433.9万股-1.56% | 减仓 |
 PALO ALTOPANW |
| 0.38% | 0.2% | $258.33亿 | 7,575.4万股 | $116.12亿 | 7,243.1万股 | +332.2万股+4.59% | 加仓 |
 雪佛龙CVX |
| 0.38% | 0.52% | $256.64亿 | 1.55亿股 | $299.43亿 | 1.45亿股 | +1,010.5万股+6.98% | 加仓 |
 GE VernovaGEV |
| 0.38% | 0.32% | $255.70亿 | 2,176.4万股 | $182.39亿 | 2,089.4万股 | +87.0万股+4.16% | 加仓 |
 迈威尔MRVL |
| 0.38% | 0.11% | $255.12亿 | 8,564.1万股 | $63.24亿 | 6,384.3万股 | +2,179.8万股+34.14% | 加仓 |
 NETFLIXNFLX |
| 0.37% | 0.58% | $249.02亿 | 3.49亿股 | $333.04亿 | 3.46亿股 | +239.9万股+0.69% | 加仓 |
 德州仪器TXN |
| 0.36% | 0.27% | $246.07亿 | 8,255.5万股 | $158.25亿 | 8,151.6万股 | +104.0万股+1.28% | 加仓 |
 高盛GS |
| 0.36% | 0.35% | $241.72亿 | 2,390.0万股 | $202.95亿 | 2,398.9万股 | -8.9万股-0.37% | 减仓 |
| SSANDISK COMSNDK |
| 0.35% | 0.11% | $234.09亿 | 1,029.5万股 | $66.10亿 | 1,040.3万股 | -10.8万股-1.04% | 减仓 |
 帕兰提尔PLTR |
| 0.33% | 0.48% | $221.46亿 | 1.90亿股 | $276.56亿 | 1.89亿股 | +75.7万股+0.40% | 加仓 |
| IIBMIBM |
| 0.32% | 0.33% | $215.87亿 | 7,676.3万股 | $188.01亿 | 7,756.6万股 | -80.2万股-1.03% | 减仓 |
 甲骨文ORCL |
| 0.31% | 0.37% | $213.02亿 | 1.45亿股 | $210.93亿 | 1.43亿股 | +197.1万股+1.37% | 加仓 |
 西部数据WDC |
| 0.31% | 0.17% | $210.48亿 | 3,295.4万股 | $96.75亿 | 3,576.9万股 | -281.6万股-7.87% | 减仓 |
 雷神技术RTX |
| 0.31% | 0.37% | $209.71亿 | 1.11亿股 | $210.36亿 | 1.09亿股 | +147.8万股+1.36% | 加仓 |
