 英伟达NVDA |
| 8.94% | 8.94% | $5,341.8万 | 26.7万股 | $3,613.8万 | 20.7万股 | +6.0万股+28.84% | 加仓 |
 苹果AAPL |
| 6.62% | 6.65% | $3,953.6万 | 13.7万股 | $2,691.4万 | 10.6万股 | +3.1万股+28.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.56% | 6.16% | $3,920.7万 | 11.1万股 | $2,490.3万 | 8.7万股 | +2.4万股+27.82% | 加仓 |
 微软MSFT |
| 5.48% | 6.24% | $3,276.4万 | 8.8万股 | $2,523.6万 | 6.8万股 | +2.0万股+28.84% | 加仓 |
 美光科技MU |
| 4.84% | 1.77% | $2,890.1万 | 2.5万股 | $716.1万 | 2.1万股 | +3,843股+18.13% | 加仓 |
 亚马逊AMZN |
| 4.41% | 4.68% | $2,636.6万 | 11.1万股 | $1,893.5万 | 9.1万股 | +2.0万股+21.67% | 加仓 |
 博通AVGO |
| 3.97% | 3.73% | $2,372.0万 | 6.3万股 | $1,508.5万 | 4.9万股 | +1.4万股+28.84% | 加仓 |
 礼来LLY |
| 3.06% | 2.52% | $1,831.2万 | 1.5万股 | $1,018.4万 | 1.1万股 | +4,195股+37.89% | 加仓 |
 摩根大通JPM |
| 2.9% | 3.3% | $1,733.8万 | 5.3万股 | $1,333.0万 | 4.5万股 | +7,654股+16.89% | 加仓 |
 Meta平台META |
| 2.52% | 2.95% | $1,503.7万 | 2.7万股 | $1,195.0万 | 2.1万股 | +5,809股+27.81% | 加仓 |
 PALO ALTOPANW |
| 2.5% | 1.35% | $1,493.5万 | 4.4万股 | $545.0万 | 3.4万股 | +9,801股+28.83% | 加仓 |
 GE航空GE |
| 2.43% | 2.15% | $1,453.3万 | 3.9万股 | $871.5万 | 3.1万股 | +8,177股+26.63% | 加仓 |
 卡特彼勒CAT |
| 2.38% | 1.85% | $1,421.7万 | 1.3万股 | $747.1万 | 1.1万股 | +2,806股+26.61% | 加仓 |
 高盛GS |
| 2.13% | 2.29% | $1,270.7万 | 1.3万股 | $927.9万 | 1.1万股 | +1,596股+14.55% | 加仓 |
 AMD超威AMD |
| 2.03% | 0.81% | $1,212.2万 | 2.1万股 | $329.5万 | 1.6万股 | +4,670股+28.83% | 加仓 |
 康菲石油COP |
| 1.91% | 2.84% | $1,141.8万 | 11.0万股 | $1,147.0万 | 8.7万股 | +2.3万股+26.39% | 加仓 |
 VisaV |
| 1.71% | 1.82% | $1,022.3万 | 3.0万股 | $736.0万 | 2.4万股 | +5,444股+22.35% | 加仓 |
 应用材料AMAT |
| 1.71% | 0.93% | $1,021.2万 | 1.4万股 | $374.8万 | 1.1万股 | +3,159股+28.81% | 加仓 |
 美国运通AXP |
| 1.62% | 1.75% | $967.1万 | 2.9万股 | $706.9万 | 2.3万股 | +5,223股+22.35% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.51% | 1.75% | $900.7万 | 5.0万股 | $708.3万 | 4.3万股 | +6,952股+16.23% | 加仓 |
 WELLTOWER COMWELL |
| 1.47% | 1.65% | $877.2万 | 3.9万股 | $667.4万 | 3.4万股 | +4,894股+14.50% | 加仓 |
 可口可乐KO |
| 1.39% | 1.65% | $831.3万 | 10.2万股 | $669.3万 | 8.8万股 | +1.4万股+16.23% | 加仓 |
 沃尔玛WMT |
| 1.38% | 1.93% | $826.9万 | 7.3万股 | $780.7万 | 6.3万股 | +1.0万股+16.23% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.38% | 1.46% | $826.7万 | 2.6万股 | $588.9万 | 2.1万股 | +4,636股+21.66% | 加仓 |
 CORTEVA COMCTVA |
| 1.13% | 1.16% | $678.2万 | 8.0万股 | $470.7万 | 5.6万股 | +2.4万股+42.42% | 加仓 |
 CHUBB LIMITEDCB |
| 1.12% | 1.3% | $672.1万 | 2.0万股 | $525.5万 | 1.6万股 | +3,603股+22.35% | 加仓 |
| N新纪元能源NEE |
| 1.12% | 1.49% | $671.8万 | 7.7万股 | $602.8万 | 6.5万股 | +1.2万股+17.94% | 加仓 |
 WASTE MGMT DELWM |
| 1.1% | 1.32% | $654.6万 | 2.9万股 | $533.0万 | 2.3万股 | +6,175股+26.62% | 加仓 |
 雷神技术RTX |
| 1.03% | 1.22% | $615.2万 | 3.2万股 | $493.9万 | 2.6万股 | +6,817股+26.62% | 加仓 |
 优步UBER |
| 1.02% | 1.19% | $611.4万 | 8.5万股 | $481.3万 | 6.7万股 | +1.8万股+26.63% | 加仓 |
 威廉姆斯WMB |
| 1.02% | 1.17% | $611.2万 | 8.2万股 | $473.4万 | 6.5万股 | +1.7万股+26.39% | 加仓 |
 特斯拉TSLA |
| 0.99% | 1.06% | $589.6万 | 1.4万股 | $428.3万 | 1.2万股 | +2,495股+21.65% | 加仓 |
 TJXTJX |
| 0.98% | 0.86% | $586.1万 | 3.9万股 | $346.0万 | 2.2万股 | +1.7万股+78.56% | 加仓 |
 家得宝HD |
| 0.91% | 1.03% | $544.0万 | 1.5万股 | $417.0万 | 1.3万股 | +2,747股+21.67% | 加仓 |
 美国电力AEP |
| 0.9% | 1.07% | $534.8万 | 3.9万股 | $434.5万 | 3.3万股 | +5,945股+17.93% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.89% | 1.05% | $530.6万 | 4.2万股 | $424.4万 | 3.0万股 | +1.2万股+37.91% | 加仓 |
 PROGRESSIVEPGR |
| 0.87% | 0.95% | $519.4万 | 2.4万股 | $385.3万 | 1.9万股 | +4,343股+22.35% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.82% | 1% | $490.8万 | 5.3万股 | $404.3万 | 4.4万股 | +9,493股+21.67% | 加仓 |
 宣伟SHW |
| 0.82% | 0.79% | $489.0万 | 1.4万股 | $319.7万 | 9,973股 | +4,228股+42.39% | 加仓 |
 ServiceNowNOW |
| 0.81% | 0.98% | $486.4万 | 4.9万股 | $397.6万 | 3.8万股 | +1.1万股+28.84% | 加仓 |
 标普全球SPGI |
| 0.81% | 1.02% | $484.7万 | 1.2万股 | $413.8万 | 9,728股 | +2,173股+22.34% | 加仓 |
 AMGEN COMAMGN |
| 0.81% | 0.84% | $483.3万 | 1.3万股 | $340.6万 | 9,679股 | +3,668股+37.90% | 加仓 |
 GE VernovaGEV |
| 0.79% | 0.69% | $474.2万 | 4,036股 | $278.4万 | 3,189股 | +847股+26.56% | 加仓 |
 史赛克SYK |
| 0.73% | 0.82% | $437.5万 | 1.4万股 | $331.1万 | 1.0万股 | +3,818股+37.89% | 加仓 |
 迪尔DE |
| 0.71% | 0.74% | $425.9万 | 6,714股 | $298.8万 | 5,304股 | +1,410股+26.58% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.69% | 0.78% | $410.6万 | 3.3万股 | $316.2万 | 2.0万股 | +1.3万股+65.93% | 加仓 |
 联合健康UNH |
| 0.58% | 0.4% | $345.0万 | 8,301股 | $162.9万 | 6,021股 | +2,280股+37.87% | 加仓 |
 LumentumLITE |
| 0.55% | — | $327.3万 | 3,815股 | $0 | 0股 | +3,815股 | 新买入 |
| T赛默飞世尔TMO |
| 0.53% | 0.56% | $318.8万 | 6,359股 | $226.7万 | 4,612股 | +1,747股+37.88% | 加仓 |
 迪士尼DIS |
| 0.5% | 0.58% | $298.6万 | 3.1万股 | $233.9万 | 2.4万股 | +6,752股+27.82% | 加仓 |
