 英伟达NVDA |
| 7.78% | 6.33% | $8.98亿 | 448.7万股 | $4.86亿 | 278.4万股 | +170.3万股+61.16% | 加仓 |
 微软MSFT |
| 5.27% | 4.69% | $6.08亿 | 163.0万股 | $3.60亿 | 97.2万股 | +65.8万股+67.73% | 加仓 |
 苹果AAPL |
| 5.12% | 5.07% | $5.91亿 | 204.3万股 | $3.89亿 | 153.2万股 | +51.1万股+33.35% | 加仓 |
 亚马逊AMZN |
| 3.28% | 3.98% | $3.78亿 | 158.8万股 | $3.05亿 | 146.6万股 | +12.2万股+8.30% | 加仓 |
 博通AVGO |
| 3.16% | 2.64% | $3.65亿 | 96.6万股 | $2.02亿 | 65.4万股 | +31.2万股+47.78% | 加仓 |
 应用材料AMAT |
| 2.62% | 1.95% | $3.03亿 | 41.9万股 | $1.50亿 | 43.8万股 | -2.0万股-4.50% | 减仓 |
 谷歌AGOOGL |
| 2.61% | 3.33% | $3.01亿 | 84.3万股 | $2.56亿 | 89.0万股 | -4.6万股-5.21% | 减仓 |
 礼来LLY |
| 2.42% | 2.03% | $2.79亿 | 23.3万股 | $1.56亿 | 16.9万股 | +6.4万股+37.60% | 加仓 |
 林德LIN |
| 1.74% | 1.26% | $2.00亿 | 38.6万股 | $9,672.7万 | 19.5万股 | +19.1万股+97.82% | 加仓 |
| BBANK OF AMERBAC |
| 1.7% | 1.03% | $1.96亿 | 344.7万股 | $7,874.0万 | 161.5万股 | +183.2万股+113.44% | 加仓 |
 VisaV |
| 1.65% | 0.94% | $1.90亿 | 55.5万股 | $7,186.0万 | 23.8万股 | +31.7万股+133.32% | 加仓 |
 PALO ALTOPANW |
| 1.61% | 0.78% | $1.86亿 | 54.4万股 | $6,003.1万 | 37.4万股 | +17.0万股+45.27% | 加仓 |
 AMD超威AMD |
| 1.57% | 0.95% | $1.81亿 | 31.1万股 | $7,283.2万 | 35.8万股 | -4.7万股-13.06% | 减仓 |
 艾伯维ABBV |
| 1.42% | 0.67% | $1.63亿 | 64.9万股 | $5,161.4万 | 23.7万股 | +41.2万股+173.51% | 加仓 |
 标普全球SPGI |
| 1.39% | 1.17% | $1.61亿 | 39.5万股 | $8,996.3万 | 21.2万股 | +18.4万股+86.85% | 加仓 |
 特灵科技TT |
| 1.3% | 0.93% | $1.50亿 | 30.5万股 | $7,144.3万 | 17.1万股 | +13.4万股+78.08% | 加仓 |
 台积电TSM |
| 1.24% | 1.79% | $1.43亿 | 30.0万股 | $1.37亿 | 40.7万股 | -10.6万股-26.14% | 减仓 |
 史赛克SYK |
| 1.13% | 0.87% | $1.30亿 | 41.4万股 | $6,689.0万 | 20.4万股 | +21.1万股+103.54% | 加仓 |
 摩根大通JPM |
| 1.09% | 1.24% | $1.25亿 | 38.3万股 | $9,504.6万 | 32.3万股 | +6.0万股+18.58% | 加仓 |
 GE VernovaGEV |
| 1.01% | 0.66% | $1.17亿 | 10.0万股 | $5,093.7万 | 5.8万股 | +4.1万股+70.60% | 加仓 |
 科磊KLAC |
| 0.96% | 0.85% | $1.10亿 | 36.6万股 | $6,533.2万 | 4.4万股 | +32.1万股+724.08% | 加仓 |
 NETFLIXNFLX |
| 0.95% | 0.92% | $1.10亿 | 153.4万股 | $7,024.8万 | 73.1万股 | +80.3万股+109.92% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.9% | 0.53% | $1.04亿 | 113.1万股 | $4,058.4万 | 44.0万股 | +69.2万股+157.31% | 加仓 |
 赛莱默XYL |
| 0.88% | 0.58% | $1.01亿 | 85.4万股 | $4,429.0万 | 37.1万股 | +48.4万股+130.54% | 加仓 |
 Meta平台META |
| 0.87% | 1.09% | $1.01亿 | 17.9万股 | $8,345.8万 | 14.6万股 | +3.3万股+22.81% | 加仓 |
 EquinixEQIX |
| 0.86% | 0.35% | $9,894.4万 | 9.5万股 | $2,659.5万 | 2.7万股 | +6.8万股+249.86% | 加仓 |
 美光科技MU |
| 0.85% | 0.33% | $9,864.0万 | 8.5万股 | $2,497.8万 | 7.4万股 | +1.2万股+15.58% | 加仓 |
 万事达MA |
| 0.82% | 1.15% | $9,476.9万 | 18.5万股 | $8,828.5万 | 17.7万股 | +7,829股+4.43% | 加仓 |
 QUANTA SVCSPWR |
| 0.77% | 0.34% | $8,895.7万 | 12.4万股 | $2,599.8万 | 4.7万股 | +7.6万股+160.90% | 加仓 |
 TJXTJX |
| 0.76% | 0.29% | $8,741.2万 | 57.7万股 | $2,224.4万 | 13.9万股 | +43.8万股+314.23% | 加仓 |
 特斯拉TSLA |
| 0.7% | 0.77% | $8,128.9万 | 19.3万股 | $5,905.1万 | 15.9万股 | +3.4万股+21.67% | 加仓 |
 迪尔DE |
| 0.67% | 1.09% | $7,772.6万 | 12.3万股 | $8,401.5万 | 14.9万股 | -2.7万股-17.84% | 减仓 |
 WASTE MGMT DELWM |
| 0.64% | 1.1% | $7,398.9万 | 33.2万股 | $8,466.7万 | 36.8万股 | -3.6万股-9.90% | 减仓 |
 强生JNJ |
| 0.59% | 0.52% | $6,865.2万 | 27.0万股 | $4,017.9万 | 16.4万股 | +10.6万股+64.45% | 加仓 |
 好市多COST |
| 0.59% | 0.8% | $6,860.1万 | 7.3万股 | $6,136.5万 | 6.2万股 | +1.2万股+19.08% | 加仓 |
| T赛默飞世尔TMO |
| 0.55% | 0.77% | $6,333.7万 | 12.6万股 | $5,889.6万 | 12.0万股 | +6,508股+5.43% | 加仓 |
 家得宝HD |
| 0.53% | 0.9% | $6,106.8万 | 17.3万股 | $6,937.9万 | 21.1万股 | -3.8万股-17.92% | 减仓 |
 固安捷GWW |
| 0.53% | 0.72% | $6,099.4万 | 4.5万股 | $5,561.8万 | 5.1万股 | -6,153股-12.07% | 减仓 |
 宝洁PG |
| 0.52% | 0.74% | $6,046.7万 | 41.2万股 | $5,673.3万 | 39.3万股 | +2.0万股+4.98% | 加仓 |
 埃克森美孚XOM |
| 0.51% | 0.67% | $5,912.6万 | 43.2万股 | $5,133.6万 | 30.3万股 | +13.0万股+42.93% | 加仓 |
 泛林集团LRCX |
| 0.51% | 0.35% | $5,837.3万 | 13.5万股 | $2,666.6万 | 12.5万股 | +9,903股+7.93% | 加仓 |
 VeevaVEEV |
| 0.49% | 0.21% | $5,681.2万 | 32.0万股 | $1,576.2万 | 9.0万股 | +23.0万股+256.76% | 加仓 |
 DANAHER DEL COMDHR |
| 0.49% | 0.85% | $5,658.0万 | 29.7万股 | $6,515.7万 | 34.4万股 | -4.7万股-13.56% | 减仓 |
 帕兰提尔PLTR |
| 0.48% | 0.18% | $5,598.1万 | 48.0万股 | $1,372.6万 | 9.4万股 | +38.6万股+411.35% | 加仓 |
 CrowdStrikeCRWD |
| 0.46% | 0.37% | $5,363.3万 | 7.0万股 | $2,845.3万 | 7.3万股 | -2,600股-3.57% | 减仓 |
 贝莱德·INC COMBLK |
| 0.46% | 0.66% | $5,329.7万 | 5.5万股 | $5,099.6万 | 5.3万股 | +2,402股+4.53% | 加仓 |
 优步UBER |
| 0.45% | 0.52% | $5,210.5万 | 72.2万股 | $3,968.7万 | 55.2万股 | +17.0万股+30.87% | 加仓 |
| DDOORDASHDASH |
| 0.44% | 0.04% | $5,117.8万 | 27.7万股 | $340.6万 | 2.3万股 | +25.5万股+1,122.68% | 加仓 |
 新思科技SNPS |
| 0.43% | 0.57% | $4,973.4万 | 11.1万股 | $4,399.2万 | 11.1万股 | +537股+0.48% | 加仓 |
 REALTY INCOME COMO |
| 0.43% | 0.81% | $4,942.4万 | 79.8万股 | $6,247.9万 | 102.1万股 | -22.4万股-21.89% | 减仓 |
