 英伟达NVDA |
| 6.16% | 5.94% | $43.90亿 | 2,194.1万股 | $38.54亿 | 2,209.9万股 | -15.8万股-0.72% | 减仓 |
 苹果AAPL |
| 5.27% | 5.11% | $37.59亿 | 1,299.2万股 | $33.11亿 | 1,304.6万股 | -5.4万股-0.42% | 减仓 |
 微软MSFT |
| 3.44% | 3.75% | $24.54亿 | 658.0万股 | $24.34亿 | 657.6万股 | +4,300股+0.07% | 加仓 |
 亚马逊AMZN |
| 2.93% | 2.94% | $20.87亿 | 875.5万股 | $19.07亿 | 915.6万股 | -40.1万股-4.38% | 减仓 |
 谷歌AGOOGL |
| 2.61% | 2.31% | $18.61亿 | 520.8万股 | $15.00亿 | 521.6万股 | -7,700股-0.15% | 减仓 |
 博通AVGO |
| 2.22% | 1.96% | $15.85亿 | 419.7万股 | $12.73亿 | 411.2万股 | +8.5万股+2.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.09% | 1.82% | $14.89亿 | 421.5万股 | $11.77亿 | 410.5万股 | +11.1万股+2.69% | 加仓 |
 美光科技MU |
| 1.67% | 0.58% | $11.94亿 | 103.4万股 | $3.74亿 | 110.6万股 | -7.2万股-6.47% | 减仓 |
 Meta平台META |
| 1.63% | 1.82% | $11.60亿 | 205.9万股 | $11.78亿 | 205.9万股 | -800股-0.04% | 减仓 |
 特斯拉TSLA |
| 1.46% | 1.38% | $10.42亿 | 247.7万股 | $8.98亿 | 241.5万股 | +6.3万股+2.60% | 加仓 |
 礼来LLY |
| 1.22% | 1.36% | $8.71亿 | 72.6万股 | $8.80亿 | 95.7万股 | -23.1万股-24.10% | 减仓 |
 AMD超威AMD |
| 1.18% | 0.42% | $8.39亿 | 144.4万股 | $2.70亿 | 132.6万股 | +11.9万股+8.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.13% | 1.24% | $8.08亿 | 161.5万股 | $8.04亿 | 167.8万股 | -6.3万股-3.74% | 减仓 |
 摩根大通JPM |
| 1.1% | 1.1% | $7.82亿 | 239.0万股 | $7.10亿 | 241.5万股 | -2.6万股-1.06% | 减仓 |
 康菲石油COP |
| 1% | 1.23% | $7.11亿 | 684.2万股 | $7.95亿 | 601.9万股 | +82.3万股+13.68% | 加仓 |
 强生JNJ |
| 0.91% | 0.93% | $6.52亿 | 256.7万股 | $6.02亿 | 246.3万股 | +10.4万股+4.21% | 加仓 |
 英特尔INTC |
| 0.8% | 0.28% | $5.67亿 | 406.3万股 | $1.84亿 | 416.3万股 | -10.0万股-2.40% | 减仓 |
 泛林集团LRCX |
| 0.72% | 0.38% | $5.14亿 | 118.6万股 | $2.47亿 | 115.8万股 | +2.8万股+2.38% | 加仓 |
 VisaV |
| 0.71% | 0.69% | $5.03亿 | 146.6万股 | $4.50亿 | 148.9万股 | -2.3万股-1.55% | 减仓 |
 联合健康UNH |
| 0.65% | 0.45% | $4.61亿 | 111.0万股 | $2.91亿 | 107.7万股 | +3.4万股+3.13% | 加仓 |
 沃尔玛WMT |
| 0.58% | 0.7% | $4.13亿 | 364.9万股 | $4.55亿 | 366.2万股 | -1.3万股-0.36% | 减仓 |
 应用材料AMAT |
| 0.58% | 0.35% | $4.10亿 | 56.8万股 | $2.28亿 | 66.6万股 | -9.8万股-14.76% | 减仓 |
 思科CSCO |
| 0.57% | 0.46% | $4.07亿 | 346.3万股 | $3.01亿 | 388.5万股 | -42.2万股-10.86% | 减仓 |
 艾伯维ABBV |
| 0.56% | 0.49% | $4.02亿 | 159.9万股 | $3.20亿 | 147.0万股 | +12.8万股+8.73% | 加仓 |
 埃克森美孚XOM |
| 0.55% | 0.58% | $3.93亿 | 287.7万股 | $3.76亿 | 221.9万股 | +65.8万股+29.65% | 加仓 |
 卡特彼勒CAT |
| 0.55% | 0.42% | $3.92亿 | 36.8万股 | $2.74亿 | 38.7万股 | -1.9万股-4.94% | 减仓 |
 好市多COST |
| 0.52% | 0.61% | $3.70亿 | 39.6万股 | $3.96亿 | 39.8万股 | -2,000股-0.50% | 减仓 |
| BBANK OF AMERBAC |
| 0.52% | 0.48% | $3.70亿 | 649.3万股 | $3.12亿 | 639.9万股 | +9.3万股+1.46% | 加仓 |
 ROIVANT SCIENCESROIV |
| 0.51% | 0.55% | $3.66亿 | 1,034.9万股 | $3.54亿 | 1,279.4万股 | -244.5万股-19.11% | 减仓 |
 万事达MA |
| 0.51% | 0.55% | $3.64亿 | 71.0万股 | $3.57亿 | 71.4万股 | -4,000股-0.56% | 减仓 |
 德文能源DVN |
| 0.49% | 0.07% | $3.49亿 | 844.8万股 | $4,232.9万 | 84.1万股 | +760.7万股+904.33% | 加仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.48% | 0.41% | $3.40亿 | 101.5万股 | $2.63亿 | 81.6万股 | +20.0万股+24.49% | 加仓 |
 GE航空GE |
| 0.46% | 0.45% | $3.30亿 | 88.2万股 | $2.94亿 | 103.5万股 | -15.3万股-14.80% | 减仓 |
 宝洁PG |
| 0.44% | 0.63% | $3.11亿 | 212.0万股 | $4.07亿 | 281.7万股 | -69.7万股-24.73% | 减仓 |
 家得宝HD |
| 0.41% | 0.48% | $2.95亿 | 83.7万股 | $3.14亿 | 95.4万股 | -11.7万股-12.22% | 减仓 |
 雪佛龙CVX |
| 0.4% | 0.8% | $2.86亿 | 172.5万股 | $5.17亿 | 250.1万股 | -77.6万股-31.04% | 减仓 |
 可口可乐KO |
| 0.39% | 0.45% | $2.81亿 | 345.3万股 | $2.89亿 | 380.2万股 | -34.9万股-9.17% | 减仓 |
 科磊KLAC |
| 0.39% | 0.22% | $2.76亿 | 91.5万股 | $1.40亿 | 9.5万股 | +82.0万股+863.46% | 加仓 |
 GE VernovaGEV |
| 0.39% | 0.3% | $2.76亿 | 23.5万股 | $1.96亿 | 22.4万股 | +1.0万股+4.54% | 加仓 |
 多佛DOV |
| 0.39% | 0.23% | $2.75亿 | 122.4万股 | $1.50亿 | 72.2万股 | +50.3万股+69.68% | 加仓 |
 雷神技术RTX |
| 0.38% | 0.42% | $2.72亿 | 143.4万股 | $2.72亿 | 141.2万股 | +2.2万股+1.53% | 加仓 |
 甲骨文ORCL |
| 0.38% | 0.44% | $2.71亿 | 184.7万股 | $2.82亿 | 191.9万股 | -7.2万股-3.78% | 减仓 |
 PALO ALTOPANW |
| 0.37% | 0.21% | $2.62亿 | 76.8万股 | $1.34亿 | 83.9万股 | -7.1万股-8.42% | 减仓 |
| SSANDISK COMSNDK |
| 0.37% | 0.11% | $2.62亿 | 11.5万股 | $7,128.5万 | 11.2万股 | +2,900股+2.58% | 加仓 |
 默沙东MRK |
| 0.37% | 0.5% | $2.61亿 | 203.0万股 | $3.23亿 | 268.7万股 | -65.7万股-24.46% | 减仓 |
 NETFLIXNFLX |
| 0.36% | 0.54% | $2.57亿 | 360.2万股 | $3.49亿 | 363.2万股 | -3.0万股-0.83% | 减仓 |
| IIBMIBM |
| 0.35% | 0.35% | $2.53亿 | 89.8万股 | $2.27亿 | 93.7万股 | -3.9万股-4.18% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | 0.36% | $2.51亿 | 139.0万股 | $2.31亿 | 139.5万股 | -4,600股-0.33% | 减仓 |
 安费诺APH |
| 0.35% | 0.35% | $2.51亿 | 142.3万股 | $2.26亿 | 178.5万股 | -36.2万股-20.27% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.34% | 0.38% | $2.41亿 | 76.7万股 | $2.45亿 | 85.4万股 | -8.8万股-10.25% | 减仓 |
