 英伟达NVDA |
| 5.65% | 6.96% | $6,291.4万 | 31.4万股 | $4,089.0万 | 23.4万股 | +8.0万股+34.11% | 加仓 |
 苹果AAPL |
| 5.2% | 6.59% | $5,797.5万 | 20.0万股 | $3,870.1万 | 15.2万股 | +4.8万股+31.39% | 加仓 |
 微软MSFT |
| 2.64% | 3.96% | $2,943.2万 | 7.9万股 | $2,325.0万 | 6.3万股 | +1.6万股+25.62% | 加仓 |
 美光科技MU |
| 2.24% | 0.97% | $2,499.0万 | 2.2万股 | $570.7万 | 1.7万股 | +4,757股+28.16% | 加仓 |
 谷歌AGOOGL |
| 1.98% | 2.33% | $2,209.1万 | 6.2万股 | $1,369.5万 | 4.8万股 | +1.4万股+29.80% | 加仓 |
 博通AVGO |
| 1.95% | 2.37% | $2,172.4万 | 5.8万股 | $1,393.9万 | 4.5万股 | +1.2万股+27.70% | 加仓 |
 亚马逊AMZN |
| 1.94% | 2.4% | $2,160.9万 | 9.1万股 | $1,411.0万 | 6.8万股 | +2.3万股+33.83% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.8% | $1,870.5万 | 5.3万股 | $1,058.2万 | 3.7万股 | +1.6万股+43.51% | 加仓 |
 台积电TSM |
| 1.36% | 1.54% | $1,516.8万 | 3.2万股 | $903.0万 | 2.7万股 | +5,040股+18.86% | 加仓 |
 AMD超威AMD |
| 1.32% | 0.59% | $1,469.4万 | 2.5万股 | $344.0万 | 1.7万股 | +8,384股+49.58% | 加仓 |
 泛林集团LRCX |
| 0.94% | 0.68% | $1,050.0万 | 2.4万股 | $402.2万 | 1.9万股 | +5,407股+28.72% | 加仓 |
 英特尔INTC |
| 0.9% | 0.39% | $1,006.5万 | 7.2万股 | $229.6万 | 5.2万股 | +2.0万股+38.58% | 加仓 |
 摩根大通JPM |
| 0.89% | 1.12% | $992.7万 | 3.0万股 | $656.1万 | 2.2万股 | +8,023股+35.97% | 加仓 |
 应用材料AMAT |
| 0.89% | 0.62% | $988.8万 | 1.4万股 | $365.1万 | 1.1万股 | +2,996股+28.05% | 加仓 |
 特斯拉TSLA |
| 0.88% | 1.22% | $981.4万 | 2.3万股 | $716.4万 | 1.9万股 | +4,063股+21.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 0.91% | $969.1万 | 1.9万股 | $535.6万 | 1.1万股 | +8,188股+73.25% | 加仓 |
 礼来LLY |
| 0.87% | 0.75% | $964.7万 | 8,043股 | $440.4万 | 4,788股 | +3,255股+67.98% | 加仓 |
 Meta平台META |
| 0.79% | 1.21% | $883.7万 | 1.6万股 | $711.8万 | 1.2万股 | +3,246股+26.09% | 加仓 |
 VisaV |
| 0.64% | 0.51% | $713.8万 | 2.1万股 | $301.5万 | 9,974股 | +1.1万股+108.60% | 加仓 |
 科磊KLAC |
| 0.64% | 0.35% | $712.6万 | 2.4万股 | $206.4万 | 1,402股 | +2.2万股+1,584.59% | 加仓 |
 强生JNJ |
| 0.63% | 0.84% | $696.9万 | 2.7万股 | $493.2万 | 2.0万股 | +7,261股+35.98% | 加仓 |
 思科CSCO |
| 0.52% | 0.46% | $580.6万 | 4.9万股 | $271.7万 | 3.5万股 | +1.4万股+41.16% | 加仓 |
 西部数据WDC |
| 0.49% | 0.34% | $544.6万 | 8,527股 | $202.2万 | 7,475股 | +1,052股+14.07% | 加仓 |
 艾伯维ABBV |
| 0.45% | 0.41% | $497.7万 | 2.0万股 | $238.7万 | 1.1万股 | +8,803股+80.22% | 加仓 |
 沃尔玛WMT |
| 0.44% | 0.89% | $494.1万 | 4.4万股 | $524.9万 | 4.2万股 | +1,390股+3.29% | 加仓 |
 可口可乐KO |
| 0.43% | 0.49% | $474.1万 | 5.8万股 | $288.1万 | 3.8万股 | +2.0万股+54.00% | 加仓 |
 GE航空GE |
| 0.42% | 0.37% | $471.5万 | 1.3万股 | $217.8万 | 7,675股 | +4,942股+64.39% | 加仓 |
 卡特彼勒CAT |
| 0.41% | 0.32% | $455.9万 | 4,281股 | $189.9万 | 2,680股 | +1,601股+59.74% | 加仓 |
 默沙东MRK |
| 0.39% | 0.55% | $439.7万 | 3.4万股 | $322.5万 | 2.7万股 | +7,406股+27.62% | 加仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.39% | $436.3万 | 7.7万股 | $230.4万 | 4.7万股 | +2.9万股+62.03% | 加仓 |
 宝洁PG |
| 0.39% | 0.45% | $433.3万 | 3.0万股 | $264.1万 | 1.8万股 | +1.1万股+61.63% | 加仓 |
 安费诺APH |
| 0.38% | 0.47% | $426.0万 | 2.4万股 | $277.1万 | 2.2万股 | +2,228股+10.16% | 加仓 |
 PALO ALTOPANW |
| 0.37% | 0.15% | $414.5万 | 1.2万股 | $90.7万 | 5,660股 | +6,495股+114.75% | 加仓 |
 迈威尔MRVL |
| 0.37% | 0.21% | $411.9万 | 1.4万股 | $124.5万 | 1.3万股 | +1,256股+9.99% | 加仓 |
 联合健康UNH |
| 0.36% | 0.23% | $403.8万 | 9,715股 | $135.2万 | 4,995股 | +4,720股+94.49% | 加仓 |
 阿斯麦ASML |
| 0.36% | 0.37% | $398.3万 | 2,002股 | $215.4万 | 1,631股 | +371股+22.75% | 加仓 |
 家得宝HD |
| 0.35% | 0.27% | $390.3万 | 1.1万股 | $160.6万 | 4,884股 | +6,184股+126.62% | 加仓 |
 德州仪器TXN |
| 0.35% | 0.32% | $385.0万 | 1.3万股 | $185.0万 | 9,529股 | +3,386股+35.53% | 加仓 |
| SSANDISK COMSNDK |
| 0.34% | 0.13% | $382.9万 | 1,684股 | $76.3万 | 1,201股 | +483股+40.22% | 加仓 |
 摩根士丹利MS |
| 0.34% | 0.31% | $375.2万 | 1.8万股 | $184.2万 | 1.1万股 | +6,757股+60.36% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.32% | 0.16% | $358.2万 | 8,303股 | $93.8万 | 5,715股 | +2,588股+45.28% | 加仓 |
 高盛GS |
| 0.32% | 0.34% | $357.3万 | 3,533股 | $198.2万 | 2,343股 | +1,190股+50.79% | 加仓 |
 康宁GLW |
| 0.32% | 0.27% | $356.2万 | 1.4万股 | $156.8万 | 1.2万股 | +2,415股+20.94% | 加仓 |
| C花旗集团C |
| 0.32% | 0.38% | $355.9万 | 2.5万股 | $221.5万 | 2.0万股 | +5,899股+30.20% | 加仓 |
 万事达MA |
| 0.3% | 0.45% | $338.2万 | 6,585股 | $265.8万 | 5,320股 | +1,265股+23.78% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.3% | 0.34% | $333.1万 | 8,386股 | $202.2万 | 6,355股 | +2,031股+31.96% | 加仓 |
| Q高通QCOM |
| 0.28% | 0.26% | $314.2万 | 1.7万股 | $152.2万 | 1.2万股 | +5,182股+43.84% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.28% | 0.32% | $309.1万 | 1.7万股 | $187.8万 | 1.1万股 | +5,724股+50.39% | 加仓 |
 雅培ABT |
| 0.28% | 0.16% | $307.8万 | 3.4万股 | $91.5万 | 8,909股 | +2.5万股+280.75% | 加仓 |
 林德LIN |
| 0.27% | 0.28% | $304.2万 | 5,861股 | $162.1万 | 3,270股 | +2,591股+79.24% | 加仓 |
