 英伟达NVDA |
| 6.57% | 5.42% | $52.70亿 | 2,633.7万股 | $35.73亿 | 2,048.7万股 | +585.1万股+28.56% | 加仓 |
 苹果AAPL |
| 5.56% | 6.37% | $44.60亿 | 1,541.2万股 | $41.99亿 | 1,654.5万股 | -113.3万股-6.85% | 减仓 |
 亚马逊AMZN |
| 5.3% | 6.49% | $42.50亿 | 1,783.2万股 | $42.74亿 | 2,052.2万股 | -268.9万股-13.10% | 减仓 |
 微软MSFT |
| 4.86% | 7.67% | $38.96亿 | 1,044.5万股 | $50.52亿 | 1,364.8万股 | -320.3万股-23.47% | 减仓 |
 AMD超威AMD |
| 3.85% | 1.46% | $30.90亿 | 532.0万股 | $9.59亿 | 471.4万股 | +60.6万股+12.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.49% | 3.9% | $28.01亿 | 792.7万股 | $25.68亿 | 895.1万股 | -102.4万股-11.44% | 减仓 |
 英特尔INTC |
| 2.81% | 0.74% | $22.55亿 | 1,615.1万股 | $4.90亿 | 1,109.8万股 | +505.3万股+45.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.09% | 1.68% | $16.76亿 | 334.9万股 | $11.06亿 | 230.8万股 | +104.1万股+45.11% | 加仓 |
| SSANDISK COMSNDK |
| 1.76% | — | $14.14亿 | 62.2万股 | $0 | 0股 | +62.2万股 | 新买入 |
 谷歌AGOOGL |
| 1.74% | 0.82% | $13.98亿 | 391.1万股 | $5.42亿 | 188.6万股 | +202.5万股+107.38% | 加仓 |
 特斯拉TSLA |
| 1.72% | 2.22% | $13.79亿 | 327.9万股 | $14.64亿 | 393.8万股 | -65.9万股-16.73% | 减仓 |
 新思科技SNPS |
| 1.37% | 1.06% | $10.95亿 | 245.5万股 | $6.98亿 | 176.0万股 | +69.5万股+39.49% | 加仓 |
 苹果AAPL |
| 1.24% | 1.04% | $9.95亿 | 344.0万股 | $6.84亿 | 269.5万股 | +74.5万股+27.64% | 加仓 |
 瑞银UBS |
| 1.02% | 0.02% | $8.21亿 | 1,653.6万股 | $991.6万 | 25.9万股 | +1,627.7万股+6,277.50% | 加仓 |
 博通AVGO |
| 0.99% | 0.66% | $7.93亿 | 210.0万股 | $4.35亿 | 140.7万股 | +69.3万股+49.28% | 加仓 |
| BBANK AMERICA CORP PUTBAC |
| 0.98% | 1% | $7.89亿 | 1,385.0万股 | $6.56亿 | 1,345.0万股 | +40.0万股+2.97% | 加仓 |
 德州仪器TXN |
| 0.85% | 0.43% | $6.80亿 | 228.1万股 | $2.86亿 | 147.3万股 | +80.8万股+54.90% | 加仓 |
 好市多COST |
| 0.78% | 0.77% | $6.27亿 | 67.0万股 | $5.08亿 | 51.0万股 | +16.1万股+31.51% | 加仓 |
 Meta平台META |
| 0.78% | 1.34% | $6.25亿 | 111.0万股 | $8.84亿 | 154.5万股 | -43.5万股-28.16% | 减仓 |
 礼来LLY |
| 0.75% | 2.16% | $6.01亿 | 50.1万股 | $14.26亿 | 155.0万股 | -104.9万股-67.68% | 减仓 |
 联合健康UNH |
| 0.68% | 0.24% | $5.43亿 | 130.6万股 | $1.59亿 | 58.9万股 | +71.7万股+121.65% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.45% | $5.28亿 | 209.8万股 | $2.93亿 | 134.9万股 | +74.9万股+55.51% | 加仓 |
 百事可乐PEP |
| 0.63% | 0.08% | $5.03亿 | 371.6万股 | $5,482.0万 | 35.3万股 | +336.3万股+952.58% | 加仓 |
 科磊KLAC |
| 0.62% | 0.35% | $4.99亿 | 165.5万股 | $2.28亿 | 15.5万股 | +150.0万股+967.62% | 加仓 |
 强生JNJ |
| 0.61% | 0.38% | $4.93亿 | 193.9万股 | $2.54亿 | 103.7万股 | +90.2万股+87.00% | 加仓 |
 台积电TSM |
| 0.61% | — | $4.90亿 | 102.7万股 | $0 | 0股 | +102.7万股 | 新买入 |
 沃尔玛WMT |
| 0.57% | 0.25% | $4.57亿 | 403.3万股 | $1.63亿 | 131.3万股 | +272.1万股+207.21% | 加仓 |
 万事达MA |
| 0.55% | 0.16% | $4.42亿 | 86.0万股 | $1.09亿 | 21.7万股 | +64.3万股+295.79% | 加仓 |
 宝洁PG |
| 0.55% | 0.45% | $4.41亿 | 301.0万股 | $2.95亿 | 204.4万股 | +96.6万股+47.29% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.56% | $4.24亿 | 129.5万股 | $3.67亿 | 124.7万股 | +4.8万股+3.85% | 加仓 |
 迈威尔MRVL |
| 0.5% | 0.21% | $4.04亿 | 135.5万股 | $1.38亿 | 139.2万股 | -3.7万股-2.63% | 减仓 |
 直觉外科ISRG |
| 0.5% | 1.22% | $3.98亿 | 100.0万股 | $8.04亿 | 174.5万股 | -74.5万股-42.70% | 减仓 |
 NETFLIXNFLX |
| 0.49% | 1.17% | $3.90亿 | 546.4万股 | $7.68亿 | 799.0万股 | -252.7万股-31.62% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.48% | 0.43% | $3.86亿 | 418.9万股 | $2.80亿 | 303.4万股 | +115.5万股+38.07% | 加仓 |
 应用材料AMAT |
| 0.48% | 0.89% | $3.85亿 | 53.2万股 | $5.86亿 | 171.5万股 | -118.3万股-68.98% | 减仓 |
 福泰制药VRTX |
| 0.47% | 0.36% | $3.77亿 | 76.0万股 | $2.40亿 | 53.7万股 | +22.2万股+41.38% | 加仓 |
 Arista网络ANET |
| 0.44% | 0.19% | $3.52亿 | 207.2万股 | $1.23亿 | 100.4万股 | +106.8万股+106.44% | 加仓 |
 默沙东MRK |
| 0.43% | 0.14% | $3.47亿 | 270.3万股 | $8,940.1万 | 74.3万股 | +196.0万股+263.69% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.41% | 0.01% | $3.29亿 | 159.0万股 | $746.9万 | 4.6万股 | +154.3万股+3,329.94% | 加仓 |
 星巴克SBUX |
| 0.41% | 0.07% | $3.25亿 | 318.3万股 | $4,884.2万 | 54.5万股 | +263.8万股+483.83% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.39% | 0.2% | $3.14亿 | 187.4万股 | $1.29亿 | 61.4万股 | +125.9万股+204.94% | 加仓 |
 优步UBER |
| 0.38% | 0.27% | $3.08亿 | 427.2万股 | $1.77亿 | 245.6万股 | +181.6万股+73.94% | 加仓 |
 PALO ALTOPANW |
| 0.38% | 0.11% | $3.07亿 | 90.1万股 | $7,468.4万 | 46.6万股 | +43.5万股+93.47% | 加仓 |
 ROIVANT SCIENCESROIV |
| 0.37% | 0.3% | $2.96亿 | 836.3万股 | $1.96亿 | 707.6万股 | +128.6万股+18.18% | 加仓 |
 雅培ABT |
| 0.36% | 0.69% | $2.92亿 | 321.9万股 | $4.55亿 | 443.0万股 | -121.1万股-27.34% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.36% | 0.11% | $2.89亿 | 228.8万股 | $7,141.8万 | 51.2万股 | +177.5万股+346.47% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.36% | 0.42% | $2.87亿 | 116.4万股 | $2.77亿 | 133.1万股 | -16.6万股-12.49% | 减仓 |
 辉瑞PFE |
| 0.36% | 0.26% | $2.87亿 | 1,190.2万股 | $1.71亿 | 607.3万股 | +582.9万股+95.98% | 加仓 |
 ADOBE COMADBE |
| 0.33% | 0.43% | $2.68亿 | 130.6万股 | $2.83亿 | 116.3万股 | +14.3万股+12.28% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 0.33% | 0.15% | $2.65亿 | 280.8万股 | $9,946.0万 | 160.6万股 | +120.2万股+74.80% | 加仓 |
