 英伟达NVDA |
| 6.09% | 6.46% | $7,093.4万 | 35.5万股 | $6,222.1万 | 35.7万股 | -2,264股-0.63% | 减仓 |
 苹果AAPL |
| 4.15% | 4.45% | $4,831.4万 | 16.7万股 | $4,279.3万 | 16.9万股 | -1,648股-0.98% | 减仓 |
 微软MSFT |
| 3.7% | 4.45% | $4,307.4万 | 11.5万股 | $4,283.0万 | 11.6万股 | -231股-0.20% | 减仓 |
 博通AVGO |
| 3.23% | 3.19% | $3,756.2万 | 9.9万股 | $3,071.3万 | 9.9万股 | +204股+0.21% | 加仓 |
 亚马逊AMZN |
| 3.18% | 2.92% | $3,702.5万 | 15.5万股 | $2,808.8万 | 13.5万股 | +2.0万股+15.19% | 加仓 |
 谷歌AGOOGL |
| 2.89% | 2.83% | $3,370.4万 | 9.4万股 | $2,724.5万 | 9.5万股 | -432股-0.46% | 减仓 |
 礼来LLY |
| 2.55% | 2.32% | $2,969.2万 | 2.5万股 | $2,229.7万 | 2.4万股 | +513股+2.12% | 加仓 |
 美光科技MU |
| 2.54% | 0.88% | $2,959.3万 | 2.6万股 | $848.1万 | 2.5万股 | +532股+2.12% | 加仓 |
 摩根大通JPM |
| 2.23% | 2.09% | $2,597.8万 | 7.9万股 | $2,009.8万 | 6.8万股 | +1.1万股+16.15% | 加仓 |
 Meta平台META |
| 1.77% | 2.34% | $2,063.5万 | 3.7万股 | $2,252.6万 | 3.9万股 | -2,739股-6.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.75% | 1.7% | $2,039.9万 | 5.8万股 | $1,636.3万 | 5.7万股 | +691股+1.21% | 加仓 |
 思科CSCO |
| 1.74% | 1.34% | $2,031.0万 | 17.3万股 | $1,291.3万 | 16.6万股 | +6,479股+3.89% | 加仓 |
 艾伯维ABBV |
| 1.64% | 1.67% | $1,912.8万 | 7.6万股 | $1,606.8万 | 7.4万股 | +2,133股+2.89% | 加仓 |
 泛林集团LRCX |
| 1.55% | 0.96% | $1,806.9万 | 4.2万股 | $919.4万 | 4.3万股 | -1,333股-3.10% | 减仓 |
 特斯拉TSLA |
| 1.38% | 1.37% | $1,602.3万 | 3.8万股 | $1,317.4万 | 3.5万股 | +2,656股+7.49% | 加仓 |
 VisaV |
| 1.29% | 1.27% | $1,501.6万 | 4.4万股 | $1,222.5万 | 4.0万股 | +3,319股+8.21% | 加仓 |
 AMD超威AMD |
| 1.25% | 0.48% | $1,451.6万 | 2.5万股 | $458.7万 | 2.3万股 | +2,440股+10.82% | 加仓 |
 宝洁PG |
| 1.21% | 1.46% | $1,410.5万 | 9.6万股 | $1,410.0万 | 9.8万股 | -1,432股-1.47% | 减仓 |
 应用材料AMAT |
| 1.07% | 0.48% | $1,240.0万 | 1.7万股 | $465.3万 | 1.4万股 | +3,538股+25.99% | 加仓 |
 万事达MA |
| 1.05% | 1.07% | $1,218.3万 | 2.4万股 | $1,031.5万 | 2.1万股 | +3,075股+14.89% | 加仓 |
 百事可乐PEP |
| 0.93% | 1.28% | $1,080.9万 | 8.0万股 | $1,230.5万 | 7.9万股 | +587股+0.74% | 加仓 |
 英特尔INTC |
| 0.88% | 0.21% | $1,018.8万 | 7.3万股 | $202.8万 | 4.6万股 | +2.7万股+58.77% | 加仓 |
 可口可乐KO |
| 0.83% | 1.24% | $963.1万 | 11.9万股 | $1,197.6万 | 15.7万股 | -3.9万股-24.75% | 减仓 |
 林德LIN |
| 0.83% | 0.83% | $962.6万 | 1.9万股 | $797.2万 | 1.6万股 | +2,469股+15.35% | 加仓 |
 联合太平洋铁路UNP |
| 0.82% | 0.85% | $950.3万 | 3.5万股 | $822.2万 | 3.4万股 | +1,047股+3.09% | 加仓 |
 NETFLIXNFLX |
| 0.8% | 1.04% | $933.8万 | 13.1万股 | $1,001.7万 | 10.4万股 | +2.7万股+25.53% | 加仓 |
 TJXTJX |
| 0.78% | 0.93% | $912.0万 | 6.0万股 | $898.9万 | 5.6万股 | +3,914股+6.95% | 加仓 |
 科磊KLAC |
| 0.73% | 0.41% | $849.6万 | 2.8万股 | $396.1万 | 2,690股 | +2.5万股+946.80% | 加仓 |
 家得宝HD |
| 0.72% | 0.77% | $837.9万 | 2.4万股 | $737.7万 | 2.2万股 | +1,327股+5.92% | 加仓 |
 WASTE MGMT DELWM |
| 0.69% | 0.68% | $797.6万 | 3.6万股 | $650.6万 | 2.8万股 | +7,475股+26.40% | 加仓 |
 强生JNJ |
| 0.66% | 0.85% | $772.7万 | 3.0万股 | $822.0万 | 3.4万股 | -3,206股-9.53% | 减仓 |
 芝加哥商品交易所CME |
| 0.64% | 0.97% | $750.1万 | 3.4万股 | $936.6万 | 3.2万股 | +2,257股+7.12% | 加仓 |
 PALO ALTOPANW |
| 0.64% | 0.3% | $743.9万 | 2.2万股 | $284.7万 | 1.8万股 | +4,057股+22.85% | 加仓 |
 高盛GS |
| 0.61% | 0.64% | $706.6万 | 6,987股 | $616.7万 | 7,290股 | -303股-4.16% | 减仓 |
 甲骨文ORCL |
| 0.61% | 0.56% | $705.4万 | 4.8万股 | $541.3万 | 3.7万股 | +1.1万股+30.81% | 加仓 |
 CHUBB LIMITEDCB |
| 0.6% | 0.69% | $694.2万 | 2.0万股 | $664.5万 | 2.0万股 | -15股-0.07% | 减仓 |
 沃尔玛WMT |
| 0.6% | 0.78% | $693.2万 | 6.1万股 | $747.3万 | 6.0万股 | +1,079股+1.79% | 加仓 |
 Arista网络ANET |
| 0.58% | 0.42% | $673.1万 | 4.0万股 | $404.5万 | 3.3万股 | +6,679股+20.27% | 加仓 |
 PROGRESSIVEPGR |
| 0.56% | 0.59% | $653.5万 | 3.0万股 | $563.8万 | 2.8万股 | +1,477股+5.19% | 加仓 |
 雅培ABT |
| 0.56% | 0.71% | $653.1万 | 7.2万股 | $687.5万 | 6.7万股 | +5,015股+7.49% | 加仓 |
| FFASTENAL COMFAST |
| 0.55% | 0.65% | $643.4万 | 13.4万股 | $621.6万 | 13.4万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.54% | 0.66% | $633.1万 | 8.8万股 | $632.4万 | 8.8万股 | -178股-0.20% | 减仓 |
| IIBMIBM |
| 0.53% | 0.53% | $621.8万 | 2.2万股 | $512.3万 | 2.1万股 | +975股+4.61% | 加仓 |
 康宁GLW |
| 0.53% | 0.3% | $616.5万 | 2.4万股 | $285.5万 | 2.1万股 | +3,137股+14.94% | 加仓 |
 迪尔DE |
| 0.53% | 0.42% | $612.4万 | 9,655股 | $401.5万 | 7,127股 | +2,528股+35.47% | 加仓 |
| C花旗集团C |
| 0.51% | 0.49% | $596.1万 | 4.3万股 | $472.7万 | 4.2万股 | +909股+2.18% | 加仓 |
 麦当劳MCD |
| 0.51% | 0.74% | $589.7万 | 2.2万股 | $714.8万 | 2.3万股 | -1,181股-5.14% | 减仓 |
 联合健康UNH |
| 0.5% | 0.32% | $578.8万 | 1.4万股 | $308.5万 | 1.1万股 | +2,527股+22.17% | 加仓 |
 ADPADP |
| 0.49% | 0.53% | $575.1万 | 2.6万股 | $505.8万 | 2.5万股 | +785股+3.15% | 加仓 |
 特灵科技TT |
| 0.49% | 0.43% | $574.2万 | 1.2万股 | $416.3万 | 9,989股 | +1,701股+17.03% | 加仓 |
