 英伟达NVDA |
| 4.96% | 5.32% | $40.83亿 | 2,040.3万股 | $39.60亿 | 2,270.7万股 | -230.4万股-10.15% | 减仓 |
 苹果AAPL |
| 4.38% | 4.65% | $36.01亿 | 1,243.5万股 | $34.58亿 | 1,362.2万股 | -118.8万股-8.72% | 减仓 |
 微软MSFT |
| 3.52% | 4.3% | $28.96亿 | 776.0万股 | $32.01亿 | 864.6万股 | -88.6万股-10.25% | 减仓 |
 谷歌AGOOGL |
| 2.97% | 3.1% | $24.45亿 | 684.1万股 | $23.07亿 | 800.1万股 | -116.0万股-14.50% | 减仓 |
 亚马逊AMZN |
| 2.92% | 3.28% | $24.01亿 | 1,007.2万股 | $24.39亿 | 1,171.0万股 | -163.7万股-13.98% | 减仓 |
 博通AVGO |
| 1.82% | 1.64% | $15.01亿 | 397.3万股 | $12.21亿 | 394.4万股 | +2.9万股+0.74% | 加仓 |
 FLUTTER ENTMTFLUT |
| 1.56% | 1.02% | $12.85亿 | 1,257.9万股 | $7.61亿 | 746.3万股 | +511.6万股+68.56% | 加仓 |
 摩根大通JPM |
| 1.52% | 1.73% | $12.53亿 | 382.7万股 | $12.88亿 | 437.8万股 | -55.2万股-12.60% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.37% | $10.91亿 | 308.5万股 | $10.17亿 | 345.7万股 | -37.1万股-10.74% | 减仓 |
 礼来LLY |
| 1.32% | 1.12% | $10.88亿 | 90.6万股 | $8.32亿 | 90.5万股 | +1,825股+0.20% | 加仓 |
 Meta平台META |
| 1.29% | 1.62% | $10.62亿 | 188.4万股 | $12.05亿 | 210.5万股 | -22.1万股-10.52% | 减仓 |
 VisaV |
| 1.23% | 1.31% | $10.11亿 | 294.4万股 | $9.77亿 | 323.1万股 | -28.7万股-8.88% | 减仓 |
| V先锋领航指数基金VOO |
| 1.22% | 0.81% | $10.01亿 | 146.4万股 | $6.06亿 | 101.9万股 | +44.6万股+43.76% | 加仓 |
 美光科技MU |
| 1.21% | 0.2% | $9.98亿 | 86.5万股 | $1.49亿 | 44.0万股 | +42.5万股+96.53% | 加仓 |
 DraftKingsDKNG |
| 1.15% | 0.36% | $9.43亿 | 3,731.6万股 | $2.65亿 | 1,223.6万股 | +2,508.0万股+204.97% | 加仓 |
| V先锋领航·MIDVO |
| 1.03% | 0.95% | $8.44亿 | 1,048.4万股 | $7.04亿 | 246.0万股 | +802.4万股+326.25% | 加仓 |
 AMD超威AMD |
| 0.91% | 0.32% | $7.52亿 | 129.4万股 | $2.35亿 | 115.5万股 | +13.9万股+12.05% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.84% | 0.84% | $6.95亿 | 320.9万股 | $6.28亿 | 321.5万股 | -5,538股-0.17% | 减仓 |
 阿斯麦ASML |
| 0.84% | 0.71% | $6.94亿 | 34.9万股 | $5.27亿 | 39.9万股 | -5.0万股-12.53% | 减仓 |
 阿斯利康AZN |
| 0.83% | 1.17% | $6.81亿 | 377.3万股 | $8.70亿 | 459.6万股 | -82.3万股-17.91% | 减仓 |
 万事达MA |
| 0.8% | 0.85% | $6.55亿 | 127.4万股 | $6.29亿 | 125.9万股 | +1.5万股+1.16% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.72% | 0.58% | $5.93亿 | 833.7万股 | $4.31亿 | 677.2万股 | +156.5万股+23.11% | 加仓 |
| BBARCLAYS BANKATMP |
| 0.7% | 0.76% | $5.74亿 | 1,664.0万股 | $5.68亿 | 1,651.0万股 | +13.0万股+0.78% | 加仓 |
 林德LIN |
| 0.67% | 0.85% | $5.50亿 | 105.9万股 | $6.32亿 | 127.4万股 | -21.5万股-16.88% | 减仓 |
 卡特彼勒CAT |
| 0.66% | 0.46% | $5.45亿 | 51.2万股 | $3.42亿 | 48.3万股 | +2.9万股+5.95% | 加仓 |
 雷神技术RTX |
| 0.66% | 0.81% | $5.42亿 | 285.5万股 | $6.06亿 | 313.9万股 | -28.4万股-9.05% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.65% | 0.61% | $5.37亿 | 432.7万股 | $4.56亿 | 107.2万股 | +325.5万股+303.64% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.93% | $5.25亿 | 384.1万股 | $6.93亿 | 408.5万股 | -24.4万股-5.98% | 减仓 |
 联合健康UNH |
| 0.61% | 0.5% | $5.02亿 | 120.6万股 | $3.73亿 | 137.9万股 | -17.3万股-12.54% | 减仓 |
 GE VernovaGEV |
| 0.6% | 0.44% | $4.95亿 | 42.2万股 | $3.30亿 | 37.8万股 | +4.4万股+11.58% | 加仓 |
| V先锋领航指数基金VB |
| 0.58% | 0.53% | $4.80亿 | 158.5万股 | $3.94亿 | 150.7万股 | +7.8万股+5.19% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.5% | $4.68亿 | 186.0万股 | $3.76亿 | 172.7万股 | +13.3万股+7.71% | 加仓 |
 泛林集团LRCX |
| 0.56% | 0.28% | $4.59亿 | 105.8万股 | $2.05亿 | 95.9万股 | +9.8万股+10.26% | 加仓 |
 特斯拉TSLA |
| 0.54% | 0.59% | $4.44亿 | 105.5万股 | $4.39亿 | 118.2万股 | -12.7万股-10.71% | 减仓 |
 GE航空GE |
| 0.53% | 0.4% | $4.36亿 | 116.6万股 | $2.97亿 | 104.8万股 | +11.8万股+11.28% | 加仓 |
 家得宝HD |
| 0.52% | 0.59% | $4.30亿 | 122.0万股 | $4.40亿 | 133.8万股 | -11.9万股-8.87% | 减仓 |
 PALO ALTOPANW |
| 0.51% | 0.28% | $4.18亿 | 122.7万股 | $2.08亿 | 129.4万股 | -6.7万股-5.19% | 减仓 |
 TJXTJX |
| 0.51% | 0.68% | $4.17亿 | 275.4万股 | $5.06亿 | 317.1万股 | -41.7万股-13.16% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.5% | 0.57% | $4.11亿 | 144.2万股 | $4.25亿 | 184.3万股 | -40.1万股-21.77% | 减仓 |
 台积电TSM |
| 0.49% | 0.34% | $4.04亿 | 84.6万股 | $2.52亿 | 74.4万股 | +10.2万股+13.69% | 加仓 |
 标普全球SPGI |
| 0.46% | 0.52% | $3.81亿 | 93.5万股 | $3.84亿 | 90.2万股 | +3.3万股+3.66% | 加仓 |
| N新纪元能源NEE |
| 0.46% | 0.77% | $3.81亿 | 433.4万股 | $5.76亿 | 620.5万股 | -187.1万股-30.15% | 减仓 |
 黑石集团BX |
| 0.46% | 0.62% | $3.77亿 | 320.3万股 | $4.65亿 | 404.0万股 | -83.6万股-20.70% | 减仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.4% | $3.76亿 | 50.2万股 | $3.00亿 | 45.9万股 | +4.2万股+9.17% | 加仓 |
 应用材料AMAT |
| 0.45% | 0.12% | $3.71亿 | 51.3万股 | $8,950.9万 | 26.2万股 | +25.1万股+95.99% | 加仓 |
 伊顿ETN |
| 0.44% | 0.45% | $3.62亿 | 84.9万股 | $3.32亿 | 92.9万股 | -8.0万股-8.60% | 减仓 |
 QUANTA SVCSPWR |
| 0.44% | 0.39% | $3.61亿 | 50.2万股 | $2.87亿 | 52.3万股 | -2.1万股-4.02% | 减仓 |
 雅培ABT |
| 0.43% | 0.58% | $3.53亿 | 389.1万股 | $4.33亿 | 421.2万股 | -32.1万股-7.62% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.43% | 0.49% | $3.51亿 | 88.3万股 | $3.64亿 | 114.4万股 | -26.1万股-22.82% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.3% | $3.49亿 | 308.2万股 | $2.26亿 | 182.0万股 | +126.2万股+69.32% | 加仓 |
