 英伟达NVDA |
| 5.99% | 6.67% | $1.58亿 | 78.9万股 | $1.39亿 | 79.8万股 | -8,133股-1.02% | 减仓 |
 台积电TSM |
| 5% | 4.49% | $1.32亿 | 27.6万股 | $9,365.1万 | 27.7万股 | -840股-0.30% | 减仓 |
 谷歌AGOOGL |
| 4.6% | 4.69% | $1.21亿 | 34.0万股 | $9,774.4万 | 34.0万股 | -366股-0.11% | 减仓 |
 苹果AAPL |
| 4.58% | 5.03% | $1.21亿 | 41.8万股 | $1.05亿 | 41.3万股 | +4,696股+1.14% | 加仓 |
 微软MSFT |
| 3.53% | 4.14% | $9,313.3万 | 25.0万股 | $8,632.5万 | 23.3万股 | +1.6万股+7.06% | 加仓 |
 亚马逊AMZN |
| 3.27% | 3.59% | $8,625.5万 | 36.2万股 | $7,491.3万 | 36.0万股 | +2,205股+0.61% | 加仓 |
 博通AVGO |
| 3.26% | 3.38% | $8,599.8万 | 22.8万股 | $7,058.0万 | 22.8万股 | -380股-0.17% | 减仓 |
 美光科技MU |
| 3.2% | 1.12% | $8,446.5万 | 7.3万股 | $2,336.1万 | 6.9万股 | +4,028股+5.83% | 加仓 |
 AMD超威AMD |
| 2.36% | 1.05% | $6,225.0万 | 10.7万股 | $2,188.9万 | 10.8万股 | -442股-0.41% | 减仓 |
 泛林集团LRCX |
| 2.02% | 1.19% | $5,332.7万 | 12.3万股 | $2,483.5万 | 11.6万股 | +6,830股+5.88% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.91% | 0.94% | $5,044.0万 | 11.7万股 | $1,960.5万 | 11.9万股 | -2,542股-2.13% | 减仓 |
 Meta平台META |
| 1.78% | 2.23% | $4,684.8万 | 8.3万股 | $4,647.2万 | 8.1万股 | +1,943股+2.39% | 加仓 |
 礼来LLY |
| 1.63% | 1.88% | $4,310.3万 | 3.6万股 | $3,916.9万 | 4.3万股 | -6,650股-15.62% | 减仓 |
 英特尔INTC |
| 1.54% | 0.62% | $4,053.1万 | 29.0万股 | $1,294.2万 | 29.3万股 | -2,996股-1.02% | 减仓 |
 特斯拉TSLA |
| 1.22% | 1.34% | $3,223.8万 | 7.7万股 | $2,805.2万 | 7.5万股 | +1,189股+1.58% | 加仓 |
 帕兰提尔PLTR |
| 1.14% | 1.81% | $3,014.5万 | 25.8万股 | $3,772.2万 | 25.8万股 | +506股+0.20% | 加仓 |
 Arista网络ANET |
| 1.12% | 0.99% | $2,953.1万 | 17.4万股 | $2,054.7万 | 16.7万股 | +6,483股+3.87% | 加仓 |
 摩根大通JPM |
| 1.12% | 1.3% | $2,943.1万 | 9.0万股 | $2,710.5万 | 9.2万股 | -2,234股-2.42% | 减仓 |
 应用材料AMAT |
| 1.09% | 0.66% | $2,876.5万 | 4.0万股 | $1,375.7万 | 4.0万股 | -463股-1.15% | 减仓 |
 迈威尔MRVL |
| 1.05% | 0.38% | $2,773.1万 | 9.3万股 | $793.5万 | 8.0万股 | +1.3万股+16.21% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.48% | $2,711.4万 | 5.4万股 | $3,092.2万 | 6.5万股 | -1.0万股-16.03% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.98% | 0.43% | $2,576.6万 | 9.5万股 | $889.4万 | 9.5万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.96% | 0.91% | $2,538.1万 | 6.8万股 | $1,898.8万 | 6.7万股 | +1,000股+1.49% | 加仓 |
 VisaV |
| 0.94% | 1.02% | $2,476.0万 | 7.2万股 | $2,125.0万 | 7.0万股 | +1,861股+2.65% | 加仓 |
 科磊KLAC |
| 0.92% | 0.57% | $2,438.1万 | 8.1万股 | $1,189.9万 | 8,081股 | +7.3万股+900.00% | 加仓 |
 卡特彼勒CAT |
| 0.88% | 0.72% | $2,314.8万 | 2.2万股 | $1,504.8万 | 2.1万股 | +496股+2.34% | 加仓 |
 PALO ALTOPANW |
| 0.84% | 0.47% | $2,206.9万 | 6.5万股 | $970.1万 | 6.1万股 | +4,205股+6.95% | 加仓 |
| Q高通QCOM |
| 0.8% | 0.64% | $2,103.5万 | 11.4万股 | $1,342.4万 | 10.4万股 | +9,594股+9.20% | 加仓 |
 CrowdStrikeCRWD |
| 0.78% | 0.49% | $2,053.9万 | 2.7万股 | $1,028.9万 | 2.6万股 | +559股+2.12% | 加仓 |
 甲骨文ORCL |
| 0.74% | 0.93% | $1,957.5万 | 13.4万股 | $1,930.2万 | 13.1万股 | +2,368股+1.80% | 加仓 |
 联合健康UNH |
| 0.71% | 0.56% | $1,881.1万 | 4.5万股 | $1,159.7万 | 4.3万股 | +2,401股+5.60% | 加仓 |
 艾伯维ABBV |
| 0.7% | 0.85% | $1,838.4万 | 7.3万股 | $1,764.3万 | 8.1万股 | -8,064股-9.94% | 减仓 |
 安费诺APH |
| 0.7% | 0.63% | $1,837.4万 | 10.4万股 | $1,316.7万 | 10.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.68% | 0.76% | $1,800.6万 | 7.1万股 | $1,575.4万 | 6.4万股 | +6,446股+10.00% | 加仓 |
| N新纪元能源NEE |
| 0.63% | 0.82% | $1,654.2万 | 18.8万股 | $1,700.9万 | 18.3万股 | +5,346股+2.92% | 加仓 |
 阿斯利康AZN |
| 0.58% | — | $1,536.7万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.57% | 0.62% | $1,515.3万 | 24.1万股 | $1,298.1万 | 22.1万股 | +2.0万股+9.10% | 加仓 |
 VertivVRT |
| 0.55% | 0.37% | $1,463.0万 | 4.4万股 | $772.6万 | 3.1万股 | +1.3万股+41.71% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.55% | 0.41% | $1,456.9万 | 3.8万股 | $850.6万 | 3.8万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.53% | 0.44% | $1,396.0万 | 11.9万股 | $924.2万 | 11.9万股 | -260股-0.22% | 减仓 |
 万事达MA |
| 0.53% | 0.71% | $1,387.4万 | 2.7万股 | $1,475.4万 | 3.0万股 | -2,514股-8.51% | 减仓 |
 直觉外科ISRG |
| 0.52% | 0.75% | $1,370.1万 | 3.4万股 | $1,556.4万 | 3.4万股 | +689股+2.04% | 加仓 |
 ServiceNowNOW |
| 0.46% | 0.57% | $1,202.1万 | 12.1万股 | $1,188.2万 | 11.4万股 | +7,435股+6.54% | 加仓 |
 默沙东MRK |
| 0.45% | 0.57% | $1,195.1万 | 9.3万股 | $1,178.8万 | 9.8万股 | -5,000股-5.10% | 减仓 |
| T赛默飞世尔TMO |
| 0.45% | 0.57% | $1,184.8万 | 2.4万股 | $1,188.9万 | 2.4万股 | -556股-2.30% | 减仓 |
 埃克森美孚XOM |
| 0.44% | 0.97% | $1,154.0万 | 8.4万股 | $2,031.6万 | 12.0万股 | -3.5万股-29.51% | 减仓 |
| IIBMIBM |
| 0.43% | 0.47% | $1,139.4万 | 4.1万股 | $982.1万 | 4.1万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.42% | 0.42% | $1,102.5万 | 12.2万股 | $878.3万 | 8.6万股 | +3.6万股+42.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.43% | $1,068.1万 | 1.4万股 | $889.4万 | 1.4万股 | +627股+4.58% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.4% | 0.41% | $1,063.6万 | 12.8万股 | $848.6万 | 11.7万股 | +1.1万股+9.44% | 加仓 |
