 英伟达NVDA |
| 7.97% | 8.12% | $4.99亿 | 249.5万股 | $4.33亿 | 248.3万股 | +1.1万股+0.46% | 加仓 |
 苹果AAPL |
| 5.78% | 5.74% | $3.62亿 | 125.1万股 | $3.06亿 | 120.7万股 | +4.4万股+3.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.69% | 4.62% | $2.94亿 | 83.1万股 | $2.46亿 | 85.9万股 | -2.8万股-3.21% | 减仓 |
 微软MSFT |
| 4.36% | 5.31% | $2.73亿 | 73.2万股 | $2.83亿 | 76.5万股 | -3.4万股-4.43% | 减仓 |
 亚马逊AMZN |
| 4.14% | 4.27% | $2.59亿 | 108.7万股 | $2.28亿 | 109.4万股 | -7,612股-0.70% | 减仓 |
 博通AVGO |
| 3.32% | 2.8% | $2.08亿 | 55.0万股 | $1.49亿 | 48.3万股 | +6.7万股+13.90% | 加仓 |
 Meta平台META |
| 2.36% | 2.83% | $1.48亿 | 26.3万股 | $1.51亿 | 26.4万股 | -1,626股-0.62% | 减仓 |
 美光科技MU |
| 2.32% | 0.33% | $1.45亿 | 12.6万股 | $1,747.4万 | 5.2万股 | +7.4万股+143.40% | 加仓 |
| BBANK OF AMERBAC |
| 1.62% | 2.05% | $1.02亿 | 178.2万股 | $1.10亿 | 224.7万股 | -46.5万股-20.70% | 减仓 |
 谷歌AGOOGL |
| 1.41% | 1.27% | $8,856.9万 | 24.8万股 | $6,784.5万 | 23.6万股 | +1.2万股+5.05% | 加仓 |
| AALIGNMENT HEALTHCAREALHC |
| 1.4% | 0.83% | $8,779.4万 | 368.7万股 | $4,411.3万 | 250.4万股 | +118.4万股+47.28% | 加仓 |
 特斯拉TSLA |
| 1.38% | 0.76% | $8,655.5万 | 20.6万股 | $4,061.7万 | 10.9万股 | +9.7万股+88.35% | 加仓 |
 台积电TSM |
| 1.38% | 1.46% | $8,620.6万 | 18.1万股 | $7,780.3万 | 23.0万股 | -5.0万股-21.59% | 减仓 |
 万事达MA |
| 1.37% | 2.17% | $8,556.1万 | 16.7万股 | $1.16亿 | 23.2万股 | -6.5万股-28.09% | 减仓 |
 MONGODB CL AMDB |
| 1.35% | 0.79% | $8,447.2万 | 25.1万股 | $4,216.9万 | 17.2万股 | +7.9万股+45.97% | 加仓 |
 AMD超威AMD |
| 1.32% | 0.72% | $8,284.0万 | 14.3万股 | $3,833.3万 | 18.8万股 | -4.6万股-24.32% | 减仓 |
 太平洋煤电PCG |
| 1.23% | 1.44% | $7,672.1万 | 456.1万股 | $7,687.4万 | 437.5万股 | +18.6万股+4.25% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.2% | 0.83% | $7,506.8万 | 27.6万股 | $4,430.2万 | 47.2万股 | -19.6万股-41.51% | 减仓 |
 摩根大通JPM |
| 1.19% | 1.44% | $7,435.4万 | 22.7万股 | $7,658.7万 | 26.0万股 | -3.3万股-12.75% | 减仓 |
| N新纪元能源NEE |
| 1.17% | 1.65% | $7,310.7万 | 83.3万股 | $8,815.9万 | 94.9万股 | -11.6万股-12.25% | 减仓 |
 礼来LLY |
| 1.1% | 1.01% | $6,878.6万 | 5.7万股 | $5,377.3万 | 5.8万股 | -1,115股-1.91% | 减仓 |
 波音BA |
| 0.98% | 1.06% | $6,128.2万 | 28.3万股 | $5,634.5万 | 28.3万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.96% | 1.52% | $6,020.6万 | 66.4万股 | $8,088.1万 | 78.8万股 | -12.4万股-15.78% | 减仓 |
 伊顿ETN |
| 0.95% | 1.1% | $5,939.0万 | 13.9万股 | $5,861.8万 | 16.4万股 | -2.5万股-14.96% | 减仓 |
 应用材料AMAT |
| 0.93% | 0.51% | $5,796.7万 | 8.0万股 | $2,696.9万 | 7.9万股 | +1,269股+1.61% | 加仓 |
 好市多COST |
| 0.87% | 1.1% | $5,464.5万 | 5.8万股 | $5,888.7万 | 5.9万股 | -684股-1.16% | 减仓 |
 迈威尔MRVL |
| 0.86% | 0.57% | $5,393.0万 | 18.1万股 | $3,016.4万 | 30.5万股 | -12.3万股-40.55% | 减仓 |
 强生JNJ |
| 0.85% | 0.79% | $5,352.0万 | 21.1万股 | $4,239.8万 | 17.3万股 | +3.7万股+21.50% | 加仓 |
 沃尔玛WMT |
| 0.83% | 0.75% | $5,214.8万 | 46.0万股 | $3,983.7万 | 32.1万股 | +14.0万股+43.64% | 加仓 |
 MCKESSON COMMCK |
| 0.78% | 1.19% | $4,877.1万 | 6.5万股 | $6,349.5万 | 7.3万股 | -8,828股-12.03% | 减仓 |
 派克汉尼汾PH |
| 0.77% | 0.29% | $4,823.9万 | 4.9万股 | $1,528.9万 | 1.7万股 | +3.2万股+188.78% | 加仓 |
 摩根士丹利MS |
| 0.77% | 0.27% | $4,807.0万 | 23.0万股 | $1,441.1万 | 8.8万股 | +14.2万股+162.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.93% | $4,761.1万 | 9.5万股 | $4,983.3万 | 10.4万股 | -8,845股-8.51% | 减仓 |
| T赛默飞世尔TMO |
| 0.74% | 1.01% | $4,634.0万 | 9.2万股 | $5,370.0万 | 10.9万股 | -1.7万股-15.40% | 减仓 |
 第一资本COF |
| 0.73% | 0.48% | $4,589.4万 | 22.9万股 | $2,555.8万 | 14.0万股 | +8.9万股+63.29% | 加仓 |
 BlockXYZ |
| 0.72% | 0.98% | $4,482.9万 | 59.0万股 | $5,225.9万 | 86.8万股 | -27.9万股-32.07% | 减仓 |
| DDUTCH BROSBROS |
| 0.71% | 0.63% | $4,441.6万 | 61.9万股 | $3,356.9万 | 66.3万股 | -4.4万股-6.66% | 减仓 |
 IQVIAIQV |
| 0.7% | 0.68% | $4,396.8万 | 22.8万股 | $3,601.2万 | 21.1万股 | +1.6万股+7.76% | 加仓 |
 甲骨文ORCL |
| 0.7% | 0.68% | $4,384.1万 | 29.9万股 | $3,626.9万 | 24.7万股 | +5.3万股+21.34% | 加仓 |
 可口可乐KO |
| 0.66% | 1.48% | $4,136.0万 | 50.9万股 | $7,902.4万 | 103.9万股 | -53.0万股-51.02% | 减仓 |
 优步UBER |
| 0.66% | 0.76% | $4,129.5万 | 57.2万股 | $4,035.7万 | 56.1万股 | +1.1万股+2.00% | 加仓 |
 环联TRU |
| 0.61% | 0.76% | $3,846.8万 | 53.3万股 | $4,034.7万 | 58.3万股 | -5.0万股-8.56% | 减仓 |
 科磊KLAC |
| 0.6% | 0.25% | $3,776.5万 | 12.5万股 | $1,331.6万 | 9,044股 | +11.6万股+1,284.01% | 加仓 |
 BJS WHSL CLUBBJ |
| 0.6% | 0.83% | $3,765.2万 | 43.2万股 | $4,417.8万 | 44.9万股 | -1.7万股-3.83% | 减仓 |
 DANAHER DEL COMDHR |
| 0.6% | 0.86% | $3,762.8万 | 19.8万股 | $4,586.0万 | 24.2万股 | -4.4万股-18.33% | 减仓 |
 家得宝HD |
| 0.57% | 0.91% | $3,557.8万 | 10.1万股 | $4,857.3万 | 14.8万股 | -4.7万股-31.69% | 减仓 |
 NETFLIXNFLX |
| 0.57% | 0.48% | $3,545.4万 | 49.7万股 | $2,533.9万 | 26.4万股 | +23.3万股+88.42% | 加仓 |
 英特尔INTC |
| 0.56% | 0.16% | $3,484.1万 | 25.0万股 | $837.8万 | 19.0万股 | +6.0万股+31.43% | 加仓 |
 联合健康UNH |
| 0.54% | 0.39% | $3,376.8万 | 8.1万股 | $2,083.1万 | 7.7万股 | +4,262股+5.54% | 加仓 |
 VisaV |
| 0.53% | 0.52% | $3,342.6万 | 9.7万股 | $2,772.1万 | 9.2万股 | +5,709股+6.22% | 加仓 |
