 英伟达NVDA |
| 8.37% | 9.06% | $17.39亿 | 932.3万股 | $14.68亿 | 928.9万股 | +3.4万股+0.37% | 加仓 |
 FLUTTER ENTMTFLUT |
| 8.08% | 0.01% | $16.79亿 | 780.7万股 | $210.3万 | 7,359股 | +780.0万股+105,989.25% | 加仓 |
 微软MSFT |
| 5.94% | 8.07% | $12.34亿 | 255.2万股 | $13.07亿 | 262.8万股 | -7.6万股-2.90% | 减仓 |
 苹果AAPL |
| 3.64% | 4.69% | $7.56亿 | 278.2万股 | $7.59亿 | 370.0万股 | -91.8万股-24.81% | 减仓 |
 谷歌AGOOGL |
| 3.55% | 2.18% | $7.37亿 | 235.4万股 | $3.52亿 | 200.0万股 | +35.4万股+17.72% | 加仓 |
 亚马逊AMZN |
| 2.93% | 3.76% | $6.09亿 | 264.0万股 | $6.09亿 | 277.7万股 | -13.6万股-4.91% | 减仓 |
 万事达MA |
| 2.39% | 1.76% | $4.97亿 | 87.1万股 | $2.85亿 | 50.7万股 | +36.4万股+71.75% | 加仓 |
 摩根大通JPM |
| 2.23% | 1.17% | $4.62亿 | 143.5万股 | $1.90亿 | 65.5万股 | +78.0万股+119.02% | 加仓 |
 Meta平台META |
| 2.15% | 3.04% | $4.47亿 | 67.7万股 | $4.92亿 | 66.7万股 | +1.0万股+1.53% | 加仓 |
 博通AVGO |
| 1.71% | 2.04% | $3.55亿 | 102.5万股 | $3.30亿 | 119.7万股 | -17.3万股-14.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.57% | 1.01% | $3.27亿 | 104.2万股 | $1.64亿 | 92.3万股 | +11.9万股+12.88% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.55% | 2.14% | $3.23亿 | 343.8万股 | $3.47亿 | 366.0万股 | -22.2万股-6.08% | 减仓 |
 特斯拉TSLA |
| 1.35% | 1.26% | $2.80亿 | 62.2万股 | $2.05亿 | 64.4万股 | -2.2万股-3.36% | 减仓 |
 美光科技MU |
| 1.24% | 0.17% | $2.57亿 | 90.1万股 | $2,714.4万 | 22.0万股 | +68.1万股+309.28% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.13% | 1.44% | $2.35亿 | 282.7万股 | $2.34亿 | 299.7万股 | -17.0万股-5.67% | 减仓 |
 霍尼韦尔HON |
| 1.06% | 0.24% | $2.20亿 | 112.7万股 | $3,956.7万 | 17.0万股 | +95.7万股+563.08% | 加仓 |
| SSPDR黄金信托GLD |
| 1.05% | — | $2.18亿 | 54.9万股 | $0 | 0股 | +54.9万股 | 新买入 |
 VisaV |
| 0.96% | 1.32% | $2.00亿 | 57.0万股 | $2.13亿 | 60.0万股 | -3.1万股-5.09% | 减仓 |
 科磊KLAC |
| 0.89% | 0.14% | $1.86亿 | 15.3万股 | $2,336.0万 | 2.6万股 | +12.7万股+486.73% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 0.94% | $1.76亿 | 34.9万股 | $1.52亿 | 31.3万股 | +3.6万股+11.50% | 加仓 |
 好市多COST |
| 0.8% | 0.89% | $1.66亿 | 19.2万股 | $1.44亿 | 14.5万股 | +4.7万股+32.65% | 加仓 |
| C花旗集团C |
| 0.79% | 0.5% | $1.64亿 | 140.9万股 | $8,148.1万 | 95.7万股 | +45.2万股+47.23% | 加仓 |
 KENVUE COMKVUE |
| 0.78% | 0.03% | $1.62亿 | 940.2万股 | $505.6万 | 24.2万股 | +916.1万股+3,792.62% | 加仓 |
 林德LIN |
| 0.77% | 1.27% | $1.59亿 | 37.3万股 | $2.05亿 | 43.8万股 | -6.5万股-14.86% | 减仓 |
 强生JNJ |
| 0.72% | 0.59% | $1.50亿 | 72.3万股 | $9,592.9万 | 62.8万股 | +9.5万股+15.08% | 加仓 |
 NETFLIXNFLX |
| 0.7% | 0.89% | $1.45亿 | 154.2万股 | $1.45亿 | 10.8万股 | +143.4万股+1,325.44% | 加仓 |
 礼来LLY |
| 0.68% | 0.48% | $1.40亿 | 13.1万股 | $7,778.6万 | 10.0万股 | +3.1万股+30.96% | 加仓 |
 苹果AAPL |
| 0.67% | 0.03% | $1.39亿 | 51.2万股 | $502.7万 | 2.5万股 | +48.8万股+1,989.80% | 加仓 |
| BBOK FINLBOKF |
| 0.63% | 0.67% | $1.31亿 | 110.6万股 | $1.08亿 | 110.6万股 | 00.00% | 持仓不变 |
 AVIS BUDGETCAR |
| 0.61% | 0.3% | $1.27亿 | 99.3万股 | $4,817.9万 | 28.5万股 | +70.8万股+248.35% | 加仓 |
| Q高通QCOM |
| 0.59% | 0.72% | $1.23亿 | 72.0万股 | $1.17亿 | 73.5万股 | -1.6万股-2.12% | 减仓 |
 宝洁PG |
| 0.55% | 0.6% | $1.14亿 | 79.4万股 | $9,674.2万 | 60.7万股 | +18.7万股+30.81% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.36% | $1.07亿 | 95.6万股 | $5,772.8万 | 59.0万股 | +36.6万股+61.94% | 加仓 |
 BOOKING COMBKNG |
| 0.48% | 0.33% | $9,912.7万 | 1.9万股 | $5,382.8万 | 9,298股 | +9,212股+99.08% | 加仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.25% | $9,659.1万 | 175.6万股 | $4,034.3万 | 85.3万股 | +90.4万股+105.99% | 加仓 |
 帕兰提尔PLTR |
| 0.44% | 0.36% | $9,215.1万 | 51.8万股 | $5,854.8万 | 42.9万股 | +8.9万股+20.71% | 加仓 |
| TTERADYNETER |
| 0.44% | 0.01% | $9,197.2万 | 47.5万股 | $181.9万 | 2.0万股 | +45.5万股+2,248.56% | 加仓 |
 家得宝HD |
| 0.41% | 0.53% | $8,444.6万 | 24.5万股 | $8,529.0万 | 23.3万股 | +1.3万股+5.50% | 加仓 |
 星座能源CEG |
| 0.4% | 0.12% | $8,377.6万 | 23.7万股 | $1,993.5万 | 6.2万股 | +17.5万股+283.94% | 加仓 |
 第一资本COF |
| 0.39% | 0.11% | $8,101.3万 | 33.4万股 | $1,712.3万 | 8.0万股 | +25.4万股+315.33% | 加仓 |
 百事可乐PEP |
| 0.39% | 0.22% | $8,057.3万 | 56.1万股 | $3,589.7万 | 27.2万股 | +29.0万股+106.50% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.25% | $7,632.9万 | 33.4万股 | $4,128.0万 | 22.2万股 | +11.2万股+50.21% | 加仓 |
 联合健康UNH |
| 0.36% | 0.56% | $7,578.7万 | 23.0万股 | $9,019.3万 | 28.9万股 | -6.0万股-20.59% | 减仓 |
 AMD超威AMD |
| 0.36% | 0.28% | $7,529.4万 | 35.2万股 | $4,535.9万 | 32.0万股 | +3.2万股+9.99% | 加仓 |
 思科CSCO |
| 0.36% | 0.35% | $7,392.3万 | 96.0万股 | $5,728.7万 | 82.6万股 | +13.4万股+16.22% | 加仓 |
 埃克森美孚XOM |
| 0.35% | 0.36% | $7,359.3万 | 61.2万股 | $5,853.5万 | 54.3万股 | +6.9万股+12.62% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.32% | 0.25% | $6,555.9万 | 37.3万股 | $3,980.8万 | 18.0万股 | +19.3万股+107.32% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.31% | 0.24% | $6,463.3万 | 39.9万股 | $3,849.6万 | 21.0万股 | +18.9万股+90.19% | 加仓 |
| IiShares白银信托SLV |
| 0.31% | 0.13% | $6,391.8万 | 99.2万股 | $2,091.3万 | 63.7万股 | +35.5万股+55.66% | 加仓 |
 可口可乐KO |
| 0.29% | 0.24% | $6,068.8万 | 86.8万股 | $3,816.3万 | 53.9万股 | +32.9万股+60.93% | 加仓 |
