 英伟达NVDA |
| 6.08% | 6.16% | $276.12亿 | 1.38亿股 | $241.14亿 | 1.38亿股 | -26.9万股-0.19% | 减仓 |
 苹果AAPL |
| 5.32% | 5.46% | $241.54亿 | 8,347.4万股 | $213.68亿 | 8,419.5万股 | -72.1万股-0.86% | 减仓 |
 微软MSFT |
| 3.46% | 4.03% | $157.41亿 | 4,219.9万股 | $157.81亿 | 4,263.2万股 | -43.2万股-1.01% | 减仓 |
 亚马逊AMZN |
| 2.88% | 2.96% | $131.03亿 | 5,497.7万股 | $115.93亿 | 5,566.5万股 | -68.8万股-1.24% | 减仓 |
 谷歌AGOOGL |
| 2.65% | 2.44% | $120.41亿 | 3,369.4万股 | $95.51亿 | 3,321.5万股 | +47.9万股+1.44% | 加仓 |
 博通AVGO |
| 2.26% | 2.15% | $102.70亿 | 2,718.8万股 | $84.31亿 | 2,723.9万股 | -5.1万股-0.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.11% | 1.95% | $95.81亿 | 2,711.7万股 | $76.42亿 | 2,664.1万股 | +47.6万股+1.79% | 加仓 |
 美光科技MU |
| 1.65% | 0.55% | $74.80亿 | 648.1万股 | $21.40亿 | 633.4万股 | +14.6万股+2.31% | 加仓 |
 Meta平台META |
| 1.56% | 1.83% | $70.79亿 | 1,256.8万股 | $71.70亿 | 1,253.3万股 | +3.5万股+0.28% | 加仓 |
 特斯拉TSLA |
| 1.5% | 1.54% | $68.16亿 | 1,620.6万股 | $60.17亿 | 1,618.6万股 | +1.9万股+0.12% | 加仓 |
 礼来LLY |
| 1.21% | 1.08% | $55.08亿 | 459.2万股 | $42.49亿 | 461.9万股 | -2.7万股-0.59% | 减仓 |
 AMD超威AMD |
| 1.2% | 0.48% | $54.43亿 | 936.9万股 | $18.94亿 | 930.8万股 | +6.2万股+0.66% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.13% | 1.25% | $51.16亿 | 1,022.4万股 | $49.09亿 | 1,024.5万股 | -2.1万股-0.21% | 减仓 |
 摩根大通JPM |
| 1.01% | 1.06% | $45.72亿 | 1,396.7万股 | $41.48亿 | 1,410.2万股 | -13.5万股-0.96% | 减仓 |
 英特尔INTC |
| 0.8% | 0.29% | $36.21亿 | 2,593.4万股 | $11.40亿 | 2,584.1万股 | +9.4万股+0.36% | 加仓 |
 强生JNJ |
| 0.76% | 0.85% | $34.33亿 | 1,351.7万股 | $33.16亿 | 1,356.4万股 | -4.7万股-0.35% | 减仓 |
 应用材料AMAT |
| 0.73% | 0.39% | $32.97亿 | 456.1万股 | $15.38亿 | 449.9万股 | +6.1万股+1.36% | 加仓 |
 VisaV |
| 0.72% | 0.75% | $32.71亿 | 953.5万股 | $29.32亿 | 970.1万股 | -16.6万股-1.71% | 减仓 |
 埃克森美孚XOM |
| 0.7% | 1.02% | $31.82亿 | 2,327.6万股 | $39.90亿 | 2,351.9万股 | -24.3万股-1.03% | 减仓 |
 泛林集团LRCX |
| 0.69% | 0.39% | $31.14亿 | 718.6万股 | $15.40亿 | 720.7万股 | -2.1万股-0.29% | 减仓 |
 卡特彼勒CAT |
| 0.62% | 0.48% | $28.17亿 | 264.5万股 | $18.61亿 | 262.7万股 | +1.9万股+0.70% | 加仓 |
 沃尔玛WMT |
| 0.61% | 0.78% | $27.94亿 | 2,466.6万股 | $30.74亿 | 2,473.2万股 | -6.6万股-0.27% | 减仓 |
 思科CSCO |
| 0.57% | 0.43% | $25.68亿 | 2,186.1万股 | $17.02亿 | 2,192.9万股 | -6.8万股-0.31% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.57% | 0.51% | $25.67亿 | 1,239.9万股 | $19.90亿 | 1,231.0万股 | +8.9万股+0.72% | 加仓 |
 艾伯维ABBV |
| 0.55% | 0.57% | $25.01亿 | 994.0万股 | $22.18亿 | 1,019.9万股 | -26.0万股-2.55% | 减仓 |
 阿斯利康AZN |
| 0.55% | 0.66% | $24.81亿 | 1,329.1万股 | $25.80亿 | 1,319.5万股 | +9.6万股+0.73% | 加仓 |
 万事达MA |
| 0.52% | 0.6% | $23.74亿 | 462.3万股 | $23.40亿 | 468.2万股 | -6.0万股-1.27% | 减仓 |
 好市多COST |
| 0.52% | 0.65% | $23.54亿 | 251.7万股 | $25.52亿 | 256.1万股 | -4.5万股-1.74% | 减仓 |
 科磊KLAC |
| 0.5% | 0.28% | $22.65亿 | 750.7万股 | $11.14亿 | 75.6万股 | +675.1万股+892.43% | 加仓 |
 GE航空GE |
| 0.49% | 0.44% | $22.40亿 | 599.3万股 | $17.05亿 | 600.8万股 | -1.5万股-0.25% | 减仓 |
 联合健康UNH |
| 0.47% | 0.35% | $21.19亿 | 509.9万股 | $13.80亿 | 509.9万股 | -582股-0.01% | 减仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.42% | $20.86亿 | 3,661.4万股 | $16.61亿 | 3,407.5万股 | +254.0万股+7.45% | 加仓 |
 家得宝HD |
| 0.44% | 0.48% | $20.07亿 | 569.1万股 | $18.78亿 | 571.1万股 | -2.0万股-0.35% | 减仓 |
| SSANDISK COMSNDK |
| 0.43% | 0.13% | $19.34亿 | 85.0万股 | $5.27亿 | 82.9万股 | +2.2万股+2.61% | 加仓 |
 宝洁PG |
| 0.42% | 0.48% | $19.17亿 | 1,307.5万股 | $18.90亿 | 1,308.5万股 | -9,764股-0.07% | 减仓 |
 GE VernovaGEV |
| 0.4% | 0.35% | $18.14亿 | 154.4万股 | $13.58亿 | 155.5万股 | -1.1万股-0.71% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.4% | 0.35% | $18.02亿 | 1,482.1万股 | $13.80亿 | 1,477.7万股 | +4.4万股+0.30% | 加仓 |
 默沙东MRK |
| 0.39% | 0.43% | $17.82亿 | 1,386.9万股 | $16.80亿 | 1,396.4万股 | -9.5万股-0.68% | 减仓 |
 雪佛龙CVX |
| 0.38% | 0.56% | $17.45亿 | 1,052.5万股 | $21.86亿 | 1,056.8万股 | -4.3万股-0.40% | 减仓 |
 可口可乐KO |
| 0.38% | 0.42% | $17.44亿 | 2,146.2万股 | $16.52亿 | 2,172.1万股 | -25.9万股-1.19% | 减仓 |
 NETFLIXNFLX |
| 0.38% | 0.6% | $17.27亿 | 2,419.4万股 | $23.43亿 | 2,436.7万股 | -17.3万股-0.71% | 减仓 |
 高盛GS |
| 0.35% | 0.35% | $16.07亿 | 158.9万股 | $13.55亿 | 160.2万股 | -1.3万股-0.82% | 减仓 |
 PALO ALTOPANW |
| 0.35% | 0.19% | $15.90亿 | 466.3万股 | $7.48亿 | 466.7万股 | -3,708股-0.08% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | 0.37% | $15.83亿 | 875.2万股 | $14.49亿 | 876.2万股 | -1.1万股-0.12% | 减仓 |
 德州仪器TXN |
| 0.34% | 0.26% | $15.59亿 | 523.0万股 | $10.02亿 | 516.1万股 | +6.9万股+1.33% | 加仓 |
 帕兰提尔PLTR |
| 0.34% | 0.49% | $15.27亿 | 1,308.6万股 | $19.12亿 | 1,307.0万股 | +1.6万股+0.12% | 加仓 |
 迈威尔MRVL |
| 0.33% | 0.14% | $15.04亿 | 504.8万股 | $5.37亿 | 542.0万股 | -37.2万股-6.87% | 减仓 |
| IIBMIBM |
| 0.33% | 0.33% | $14.84亿 | 527.8万股 | $12.76亿 | 526.4万股 | +1.4万股+0.27% | 加仓 |
 雷神技术RTX |
| 0.32% | — | $14.35亿 | 756.2万股 | $0 | 0股 | +756.2万股 | 新买入 |
 甲骨文ORCL |
| 0.32% | 0.37% | $14.33亿 | 977.8万股 | $14.42亿 | 980.4万股 | -2.6万股-0.26% | 减仓 |
