 英伟达NVDA |
| 5.99% | 6% | $37.61亿 | 1,879.6万股 | $33.47亿 | 1,914.2万股 | -34.7万股-1.81% | 减仓 |
 苹果AAPL |
| 5.51% | 5.5% | $34.59亿 | 1,195.5万股 | $30.68亿 | 1,205.5万股 | -10.0万股-0.83% | 减仓 |
 微软MSFT |
| 3.8% | 4.27% | $23.91亿 | 640.9万股 | $23.83亿 | 641.7万股 | -8,026股-0.13% | 减仓 |
 谷歌AGOOGL |
| 3.28% | 2.96% | $20.59亿 | 576.1万股 | $16.50亿 | 571.8万股 | +4.3万股+0.75% | 加仓 |
 亚马逊AMZN |
| 3.17% | 2.87% | $19.89亿 | 834.6万股 | $16.00亿 | 765.7万股 | +68.8万股+8.99% | 加仓 |
 博通AVGO |
| 2.15% | 1.96% | $13.50亿 | 357.4万股 | $10.96亿 | 353.4万股 | +4.1万股+1.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.02% | 1.88% | $12.66亿 | 358.4万股 | $10.50亿 | 365.0万股 | -6.5万股-1.79% | 减仓 |
 Meta平台META |
| 1.94% | 2.07% | $12.20亿 | 216.6万股 | $11.54亿 | 201.0万股 | +15.6万股+7.77% | 加仓 |
 美光科技MU |
| 1.64% | 0.52% | $10.30亿 | 89.3万股 | $2.92亿 | 86.2万股 | +3.1万股+3.60% | 加仓 |
 特斯拉TSLA |
| 1.6% | 1.54% | $10.07亿 | 239.5万股 | $8.60亿 | 230.5万股 | +9.0万股+3.91% | 加仓 |
 AMD超威AMD |
| 1.47% | 0.52% | $9.26亿 | 159.3万股 | $2.88亿 | 141.2万股 | +18.2万股+12.88% | 加仓 |
 应用材料AMAT |
| 1.46% | 0.81% | $9.15亿 | 126.6万股 | $4.53亿 | 132.1万股 | -5.5万股-4.16% | 减仓 |
 礼来LLY |
| 1.22% | 1.04% | $7.69亿 | 64.1万股 | $5.82亿 | 63.0万股 | +1.0万股+1.65% | 加仓 |
 摩根大通JPM |
| 1.14% | 1.19% | $7.16亿 | 218.7万股 | $6.66亿 | 225.5万股 | -6.8万股-3.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 1.08% | $6.25亿 | 124.9万股 | $6.04亿 | 125.6万股 | -6,484股-0.52% | 减仓 |
 强生JNJ |
| 0.99% | 1.13% | $6.19亿 | 243.9万股 | $6.30亿 | 256.8万股 | -12.9万股-5.02% | 减仓 |
 思科CSCO |
| 0.89% | 0.76% | $5.57亿 | 474.4万股 | $4.26亿 | 546.8万股 | -72.5万股-13.25% | 减仓 |
 埃克森美孚XOM |
| 0.88% | 1.24% | $5.51亿 | 403.0万股 | $6.91亿 | 406.0万股 | -3.0万股-0.73% | 减仓 |
 VisaV |
| 0.79% | 0.87% | $4.96亿 | 144.5万股 | $4.84亿 | 159.7万股 | -15.2万股-9.51% | 减仓 |
 联合健康UNH |
| 0.78% | 0.56% | $4.89亿 | 117.6万股 | $3.12亿 | 114.8万股 | +2.8万股+2.48% | 加仓 |
 英特尔INTC |
| 0.76% | 0.29% | $4.80亿 | 343.6万股 | $1.63亿 | 367.7万股 | -24.1万股-6.56% | 减仓 |
 万事达MA |
| 0.76% | 0.86% | $4.78亿 | 93.0万股 | $4.79亿 | 95.5万股 | -2.5万股-2.62% | 减仓 |
 家得宝HD |
| 0.75% | 0.77% | $4.73亿 | 134.2万股 | $4.28亿 | 129.7万股 | +4.5万股+3.50% | 加仓 |
 NETFLIXNFLX |
| 0.71% | 0.92% | $4.47亿 | 626.1万股 | $5.13亿 | 531.8万股 | +94.3万股+17.73% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.68% | $4.43亿 | 176.1万股 | $3.80亿 | 174.2万股 | +1.9万股+1.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.7% | 0.5% | $4.40亿 | 59.0万股 | $2.79亿 | 42.7万股 | +16.3万股+38.06% | 加仓 |
 台积电TSM |
| 0.68% | 0.62% | $4.26亿 | 89.1万股 | $3.44亿 | 101.5万股 | -12.4万股-12.18% | 减仓 |
 科磊KLAC |
| 0.66% | 0.31% | $4.16亿 | 137.9万股 | $1.75亿 | 11.8万股 | +126.1万股+1,064.00% | 加仓 |
 宝洁PG |
| 0.66% | 0.7% | $4.16亿 | 283.6万股 | $3.89亿 | 268.2万股 | +15.4万股+5.74% | 加仓 |
 WELLTOWER COMWELL |
| 0.59% | 0.54% | $3.72亿 | 164.0万股 | $3.04亿 | 153.3万股 | +10.7万股+6.98% | 加仓 |
 默沙东MRK |
| 0.58% | 0.64% | $3.62亿 | 281.6万股 | $3.59亿 | 297.4万股 | -15.8万股-5.31% | 减仓 |
 卡特彼勒CAT |
| 0.55% | 0.4% | $3.46亿 | 32.5万股 | $2.25亿 | 31.7万股 | +7,862股+2.48% | 加仓 |
 好市多COST |
| 0.51% | 0.66% | $3.18亿 | 34.0万股 | $3.69亿 | 36.9万股 | -2.9万股-7.88% | 减仓 |
| PPROLOGIS COMPLD |
| 0.5% | 0.54% | $3.16亿 | 233.5万股 | $3.02亿 | 228.0万股 | +5.6万股+2.44% | 加仓 |
 可口可乐KO |
| 0.48% | 0.5% | $3.04亿 | 374.2万股 | $2.80亿 | 367.7万股 | +6.5万股+1.76% | 加仓 |
 麦当劳MCD |
| 0.46% | 0.64% | $2.91亿 | 107.6万股 | $3.55亿 | 113.6万股 | -6.1万股-5.34% | 减仓 |
 阿斯利康AZN |
| 0.46% | 0.53% | $2.89亿 | 152.6万股 | $2.96亿 | 152.2万股 | +4,497股+0.30% | 加仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.44% | $2.75亿 | 482.0万股 | $2.46亿 | 502.5万股 | -20.5万股-4.07% | 减仓 |
 PALO ALTOPANW |
| 0.43% | 0.24% | $2.72亿 | 79.6万股 | $1.32亿 | 82.3万股 | -2.7万股-3.23% | 减仓 |
 甲骨文ORCL |
| 0.42% | 0.47% | $2.63亿 | 179.5万股 | $2.63亿 | 178.0万股 | +1.5万股+0.84% | 加仓 |
 EquinixEQIX |
| 0.41% | 0.42% | $2.58亿 | 24.8万股 | $2.33亿 | 23.7万股 | +1.1万股+4.54% | 加仓 |
| IIBMIBM |
| 0.41% | 0.42% | $2.57亿 | 91.5万股 | $2.32亿 | 95.4万股 | -4.0万股-4.16% | 减仓 |
 BOOKING COMBKNG |
| 0.38% | 0.47% | $2.40亿 | 134.9万股 | $2.63亿 | 6.2万股 | +128.6万股+2,066.50% | 加仓 |
| E爱克斯龙EXC |
| 0.34% | 0.4% | $2.15亿 | 460.7万股 | $2.22亿 | 450.9万股 | +9.8万股+2.17% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.34% | 0.32% | $2.12亿 | 94.9万股 | $1.78亿 | 95.0万股 | -654股-0.07% | 减仓 |
 高盛GS |
| 0.33% | 0.33% | $2.08亿 | 20.6万股 | $1.86亿 | 21.9万股 | -1.3万股-6.04% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.33% | 0.42% | $2.08亿 | 164.8万股 | $2.34亿 | 167.6万股 | -2.8万股-1.67% | 减仓 |
 固安捷GWW |
| 0.32% | 0.31% | $2.04亿 | 15.0万股 | $1.76亿 | 16.0万股 | -1.0万股-6.41% | 减仓 |
| T赛默飞世尔TMO |
| 0.32% | 0.33% | $2.03亿 | 40.5万股 | $1.84亿 | 37.2万股 | +3.3万股+9.01% | 加仓 |
 西部数据WDC |
| 0.32% | 0.1% | $2.00亿 | 31.3万股 | $5,316.4万 | 19.6万股 | +11.7万股+59.71% | 加仓 |
