 英伟达NVDA |
| 6.19% | 5.58% | $10.37亿 | 518.1万股 | $9.38亿 | 503.0万股 | +15.0万股+2.99% | 加仓 |
 苹果AAPL |
| 5.61% | 6.28% | $9.39亿 | 324.5万股 | $10.55亿 | 388.0万股 | -63.5万股-16.36% | 减仓 |
 微软MSFT |
| 3.39% | 5.03% | $5.68亿 | 152.3万股 | $8.45亿 | 174.7万股 | -22.4万股-12.81% | 减仓 |
 谷歌AGOOGL |
| 2.4% | 3.13% | $4.01亿 | 112.2万股 | $5.26亿 | 168.1万股 | -55.9万股-33.23% | 减仓 |
 亚马逊AMZN |
| 2.36% | 3.82% | $3.96亿 | 166.0万股 | $6.42亿 | 278.3万股 | -112.3万股-40.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.16% | 1.95% | $3.61亿 | 102.1万股 | $3.29亿 | 104.7万股 | -2.6万股-2.46% | 减仓 |
 美光科技MU |
| 1.85% | 0.68% | $3.10亿 | 26.9万股 | $1.14亿 | 39.9万股 | -13.0万股-32.61% | 减仓 |
 博通AVGO |
| 1.83% | 1.99% | $3.07亿 | 81.2万股 | $3.34亿 | 96.6万股 | -15.4万股-15.98% | 减仓 |
 Meta平台META |
| 1.4% | 2.59% | $2.35亿 | 41.7万股 | $4.35亿 | 65.9万股 | -24.1万股-36.64% | 减仓 |
 强生JNJ |
| 1.24% | 1.43% | $2.08亿 | 81.8万股 | $2.40亿 | 115.9万股 | -34.0万股-29.38% | 减仓 |
 VisaV |
| 1.05% | 0.82% | $1.76亿 | 51.3万股 | $1.37亿 | 39.2万股 | +12.1万股+30.97% | 加仓 |
 泛林集团LRCX |
| 1.02% | 0.59% | $1.70亿 | 39.3万股 | $9,959.3万 | 58.2万股 | -18.9万股-32.47% | 减仓 |
 AMD超威AMD |
| 0.99% | 0.25% | $1.65亿 | 28.4万股 | $4,154.7万 | 19.4万股 | +9.0万股+46.54% | 加仓 |
 埃克森美孚XOM |
| 0.98% | 0.4% | $1.64亿 | 120.1万股 | $6,735.1万 | 56.0万股 | +64.1万股+114.54% | 加仓 |
 特斯拉TSLA |
| 0.97% | 0.94% | $1.62亿 | 38.5万股 | $1.58亿 | 35.2万股 | +3.3万股+9.30% | 加仓 |
 礼来LLY |
| 0.87% | 0.61% | $1.45亿 | 12.1万股 | $1.02亿 | 9.5万股 | +2.6万股+27.31% | 加仓 |
 威瑞森VZ |
| 0.79% | 0.7% | $1.33亿 | 313.9万股 | $1.18亿 | 288.8万股 | +25.1万股+8.69% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.78% | 0.84% | $1.30亿 | 103.2万股 | $1.42亿 | 115.7万股 | -12.4万股-10.75% | 减仓 |
 思科CSCO |
| 0.77% | 0.17% | $1.29亿 | 109.6万股 | $2,866.4万 | 37.2万股 | +72.4万股+194.57% | 加仓 |
 摩根大通JPM |
| 0.76% | 0.83% | $1.28亿 | 39.1万股 | $1.40亿 | 43.5万股 | -4.4万股-10.16% | 减仓 |
 应用材料AMAT |
| 0.75% | 0.13% | $1.25亿 | 17.3万股 | $2,177.5万 | 8.5万股 | +8.8万股+104.02% | 加仓 |
 科磊KLAC |
| 0.74% | 0.4% | $1.24亿 | 41.1万股 | $6,793.9万 | 5.6万股 | +35.5万股+635.25% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.59% | $1.21亿 | 24.2万股 | $9,846.3万 | 19.6万股 | +4.6万股+23.60% | 加仓 |
 希捷STX |
| 0.7% | 0.33% | $1.18亿 | 12.2万股 | $5,502.3万 | 20.0万股 | -7.8万股-38.85% | 减仓 |
 高露洁CL |
| 0.66% | 0.6% | $1.11亿 | 121.2万股 | $1.00亿 | 126.9万股 | -5.7万股-4.47% | 减仓 |
 PROGRESSIVEPGR |
| 0.64% | — | $1.07亿 | 48.9万股 | $0 | 0股 | +48.9万股 | 新买入 |
 英特尔INTC |
| 0.62% | — | $1.04亿 | 74.3万股 | $0 | 0股 | +74.3万股 | 新买入 |
 YUM BRANDS COMYUM |
| 0.6% | 0.68% | $9,962.1万 | 62.3万股 | $1.14亿 | 75.2万股 | -12.9万股-17.13% | 减仓 |
 百时美施贵宝BMY |
| 0.59% | 0.72% | $9,923.5万 | 172.2万股 | $1.21亿 | 223.4万股 | -51.2万股-22.93% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.53% | 0.35% | $8,929.7万 | 49.4万股 | $5,865.8万 | 36.6万股 | +12.8万股+34.97% | 加仓 |
 杜克能源DUK |
| 0.53% | 0.36% | $8,865.7万 | 70.0万股 | $6,023.5万 | 51.4万股 | +18.7万股+36.29% | 加仓 |
 ALTRIAMO |
| 0.53% | 0.68% | $8,839.2万 | 122.9万股 | $1.15亿 | 199.3万股 | -76.4万股-38.34% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.52% | — | $8,774.8万 | 91.3万股 | $0 | 0股 | +91.3万股 | 新买入 |
 Arista网络ANET |
| 0.52% | 0.36% | $8,639.5万 | 50.9万股 | $5,999.6万 | 45.8万股 | +5.1万股+11.07% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.5% | 0.47% | $8,390.4万 | 37.5万股 | $7,864.0万 | 42.5万股 | -5.0万股-11.69% | 减仓 |
 实耐宝SNA |
| 0.49% | 0.43% | $8,232.0万 | 20.5万股 | $7,296.3万 | 21.2万股 | -7,160股-3.38% | 减仓 |
 摩根士丹利MS |
| 0.49% | 0.46% | $8,198.5万 | 39.2万股 | $7,669.3万 | 43.2万股 | -4.0万股-9.21% | 减仓 |
 GE航空GE |
| 0.48% | 0.47% | $8,094.2万 | 21.7万股 | $7,958.9万 | 25.8万股 | -4.2万股-16.18% | 减仓 |
 默沙东MRK |
| 0.48% | 0.85% | $7,955.9万 | 61.9万股 | $1.43亿 | 135.6万股 | -73.7万股-54.35% | 减仓 |
 沃尔玛WMT |
| 0.47% | 0.87% | $7,931.0万 | 70.0万股 | $1.46亿 | 130.7万股 | -60.6万股-46.41% | 减仓 |
 安费诺APH |
| 0.47% | 0.17% | $7,891.9万 | 44.8万股 | $2,863.6万 | 21.2万股 | +23.6万股+111.23% | 加仓 |
 芝加哥期权交易所CBOE |
| 0.47% | 0.48% | $7,885.7万 | 32.5万股 | $8,107.0万 | 32.3万股 | +1,964股+0.61% | 加仓 |
 帕兰提尔PLTR |
| 0.46% | 0.34% | $7,779.4万 | 66.7万股 | $5,728.9万 | 32.2万股 | +34.4万股+106.88% | 加仓 |
 百事可乐PEP |
| 0.44% | 0.23% | $7,336.2万 | 54.2万股 | $3,915.5万 | 27.3万股 | +26.9万股+98.60% | 加仓 |
| IIBMIBM |
| 0.44% | 0.46% | $7,334.2万 | 26.1万股 | $7,723.4万 | 26.1万股 | +70股+0.03% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.43% | 0.42% | $7,252.9万 | 22.8万股 | $7,062.8万 | 27.2万股 | -4.4万股-16.28% | 减仓 |
 HCA医疗HCA |
| 0.43% | 0.8% | $7,244.3万 | 18.6万股 | $1.35亿 | 28.9万股 | -10.3万股-35.67% | 减仓 |
 BOOKING COMBKNG |
| 0.43% | 0.44% | $7,157.9万 | 40.2万股 | $7,476.6万 | 1.4万股 | +38.8万股+2,776.51% | 加仓 |
| B纽约梅隆银行BK |
| 0.42% | 0.35% | $7,097.6万 | 49.1万股 | $5,806.3万 | 50.0万股 | -9,350股-1.87% | 减仓 |
 SYSCO COMSYY |
| 0.42% | 0.35% | $7,007.3万 | 83.8万股 | $5,905.5万 | 80.1万股 | +3.7万股+4.62% | 加仓 |
