 微软MSFT |
| 8.67% | 5.48% | $3.83亿 | 102.8万股 | $3.80亿 | 78.6万股 | +24.2万股+30.80% | 加仓 |
 英伟达NVDA |
| 6.18% | 7.1% | $2.73亿 | 136.6万股 | $4.93亿 | 264.3万股 | -127.7万股-48.33% | 减仓 |
 苹果AAPL |
| 5.81% | 6.24% | $2.57亿 | 88.8万股 | $4.33亿 | 159.3万股 | -70.5万股-44.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.02% | 1.13% | $2.22亿 | 62.8万股 | $7,824.0万 | 24.9万股 | +37.9万股+151.97% | 加仓 |
 谷歌AGOOGL |
| 3.11% | 5.03% | $1.38亿 | 38.5万股 | $3.49亿 | 111.5万股 | -72.9万股-65.44% | 减仓 |
 博通AVGO |
| 2.63% | 3.19% | $1.16亿 | 30.8万股 | $2.22亿 | 64.0万股 | -33.2万股-51.91% | 减仓 |
 美光科技MU |
| 2.21% | 0.57% | $9,780.0万 | 8.5万股 | $3,961.1万 | 13.9万股 | -5.4万股-38.95% | 减仓 |
 Meta平台META |
| 1.99% | 3.51% | $8,786.8万 | 15.6万股 | $2.44亿 | 37.0万股 | -21.4万股-57.80% | 减仓 |
 VisaV |
| 1.87% | 1.84% | $8,262.2万 | 24.1万股 | $1.28亿 | 36.4万股 | -12.4万股-33.91% | 减仓 |
 GE航空GE |
| 1.86% | 0.43% | $8,233.3万 | 22.0万股 | $2,987.6万 | 9.7万股 | +12.3万股+127.14% | 加仓 |
 AMD超威AMD |
| 1.67% | 0.49% | $7,372.6万 | 12.7万股 | $3,396.1万 | 15.9万股 | -3.2万股-19.97% | 减仓 |
 万事达MA |
| 1.41% | 1.09% | $6,250.1万 | 12.2万股 | $7,543.0万 | 13.2万股 | -1.0万股-7.90% | 减仓 |
 礼来LLY |
| 1.35% | 1.56% | $5,983.5万 | 5.0万股 | $1.08亿 | 10.1万股 | -5.1万股-50.59% | 减仓 |
 泛林集团LRCX |
| 1.3% | 1.42% | $5,748.9万 | 13.3万股 | $9,837.7万 | 57.5万股 | -44.2万股-76.92% | 减仓 |
 应用材料AMAT |
| 1.29% | 1.06% | $5,714.0万 | 7.9万股 | $7,369.0万 | 28.7万股 | -20.8万股-72.44% | 减仓 |
 英特尔INTC |
| 1.25% | 0.2% | $5,518.2万 | 39.5万股 | $1,366.8万 | 37.0万股 | +2.5万股+6.70% | 加仓 |
 摩根大通JPM |
| 1.16% | 2.04% | $5,121.1万 | 15.6万股 | $1.42亿 | 44.0万股 | -28.4万股-64.44% | 减仓 |
 家得宝HD |
| 1.05% | 1.06% | $4,630.7万 | 13.1万股 | $7,350.7万 | 21.4万股 | -8.2万股-38.54% | 减仓 |
 思科CSCO |
| 0.95% | 0.32% | $4,207.4万 | 35.8万股 | $2,232.4万 | 29.0万股 | +6.8万股+23.60% | 加仓 |
 强生JNJ |
| 0.92% | 0.63% | $4,057.9万 | 16.0万股 | $4,362.9万 | 21.1万股 | -5.1万股-24.21% | 减仓 |
 摩根士丹利MS |
| 0.9% | 0.38% | $3,972.2万 | 19.0万股 | $2,605.2万 | 14.7万股 | +4.3万股+29.49% | 加仓 |
 GE VernovaGEV |
| 0.86% | 0.24% | $3,823.3万 | 3.3万股 | $1,640.3万 | 2.5万股 | +7,446股+29.67% | 加仓 |
 嘉信理财SCHW |
| 0.86% | 0.22% | $3,793.7万 | 41.1万股 | $1,527.1万 | 15.3万股 | +25.8万股+169.00% | 加仓 |
 康宁GLW |
| 0.83% | 0.17% | $3,688.4万 | 14.4万股 | $1,148.2万 | 13.1万股 | +1.3万股+10.12% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.8% | 0.27% | $3,529.8万 | 14.9万股 | $1,892.9万 | 8.5万股 | +6.4万股+74.92% | 加仓 |
| C花旗集团C |
| 0.79% | 0.3% | $3,506.1万 | 25.1万股 | $2,091.3万 | 17.9万股 | +7.1万股+39.78% | 加仓 |
 好市多COST |
| 0.79% | 1.66% | $3,503.7万 | 3.7万股 | $1.16亿 | 13.4万股 | -9.7万股-72.05% | 减仓 |
 联合健康UNH |
| 0.78% | 0.28% | $3,427.5万 | 8.2万股 | $1,952.0万 | 5.9万股 | +2.3万股+39.46% | 加仓 |
 康明斯CMI |
| 0.77% | 0.45% | $3,385.3万 | 4.7万股 | $3,154.9万 | 6.2万股 | -1.4万股-23.20% | 减仓 |
 德州仪器TXN |
| 0.75% | 0.22% | $3,326.2万 | 11.2万股 | $1,493.3万 | 8.6万股 | +2.6万股+29.65% | 加仓 |
| SSANDISK COMSNDK |
| 0.73% | — | $3,211.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 希尔顿HLT |
| 0.72% | 0.31% | $3,201.6万 | 9.7万股 | $2,149.2万 | 7.5万股 | +2.2万股+29.49% | 加仓 |
 艺康ECL |
| 0.72% | 0.26% | $3,163.6万 | 11.4万股 | $1,828.2万 | 7.0万股 | +4.4万股+63.05% | 加仓 |
 空气化工APD |
| 0.68% | 0.28% | $3,015.6万 | 10.3万股 | $1,935.5万 | 7.8万股 | +2.5万股+31.27% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.67% | 0.49% | $2,981.8万 | 7.5万股 | $3,433.5万 | 12.7万股 | -5.2万股-40.70% | 减仓 |
 CORTEVA COMCTVA |
| 0.67% | 0.23% | $2,963.9万 | 35.0万股 | $1,598.0万 | 23.8万股 | +11.2万股+46.80% | 加仓 |
 宣伟SHW |
| 0.67% | 0.3% | $2,947.1万 | 8.6万股 | $2,112.7万 | 6.5万股 | +2.0万股+31.27% | 加仓 |
 派克汉尼汾PH |
| 0.67% | 0.42% | $2,943.9万 | 3.0万股 | $2,898.0万 | 3.3万股 | -2,873股-8.71% | 减仓 |
 CrowdStrikeCRWD |
| 0.65% | 0.44% | $2,894.8万 | 3.8万股 | $3,042.1万 | 6.5万股 | -2.7万股-41.55% | 减仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.33% | $2,745.3万 | 48.2万股 | $2,281.6万 | 41.5万股 | +6.7万股+16.14% | 加仓 |
 第一资本COF |
| 0.61% | 0.38% | $2,713.9万 | 13.5万股 | $2,604.4万 | 10.7万股 | +2.8万股+25.89% | 加仓 |
 福特F |
| 0.61% | 0.23% | $2,709.3万 | 194.9万股 | $1,579.1万 | 120.4万股 | +74.5万股+61.94% | 加仓 |
 迪尔DE |
| 0.59% | 0.19% | $2,613.3万 | 4.1万股 | $1,301.3万 | 2.8万股 | +1.3万股+47.39% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.58% | 0.34% | $2,582.7万 | 1.5万股 | $2,346.8万 | 1.2万股 | +3,565股+30.60% | 加仓 |
| IIBMIBM |
| 0.58% | 0.81% | $2,561.8万 | 9.1万股 | $5,618.8万 | 19.0万股 | -9.9万股-51.97% | 减仓 |
 EquinixEQIX |
| 0.58% | 0.24% | $2,554.2万 | 2.5万股 | $1,654.8万 | 2.2万股 | +2,904股+13.45% | 加仓 |
 星巴克SBUX |
| 0.58% | 0.22% | $2,547.7万 | 24.9万股 | $1,494.7万 | 17.8万股 | +7.2万股+40.46% | 加仓 |
 NETFLIXNFLX |
| 0.58% | 1.04% | $2,547.1万 | 35.7万股 | $7,188.9万 | 76.7万股 | -41.0万股-53.47% | 减仓 |
 通用汽车GM |
| 0.57% | 0.47% | $2,541.8万 | 33.0万股 | $3,255.5万 | 40.0万股 | -7.1万股-17.63% | 减仓 |
 美国运通AXP |
| 0.57% | 0.55% | $2,535.2万 | 7.5万股 | $3,838.5万 | 10.4万股 | -2.9万股-27.76% | 减仓 |
