 英伟达NVDA |
| 6.14% | 6.24% | $9,966.6万 | 49.8万股 | $8,668.5万 | 49.7万股 | +1,062股+0.21% | 加仓 |
 苹果AAPL |
| 5.91% | 6.09% | $9,591.0万 | 33.1万股 | $8,451.4万 | 33.3万股 | -1,551股-0.47% | 减仓 |
 微软MSFT |
| 3.12% | 3.63% | $5,072.3万 | 13.6万股 | $5,033.5万 | 13.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.74% | 2.58% | $4,447.1万 | 12.4万股 | $3,578.4万 | 12.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.39% | 2.29% | $3,887.8万 | 10.3万股 | $3,185.4万 | 10.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.22% | 2.27% | $3,599.2万 | 15.1万股 | $3,145.1万 | 15.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.19% | 2.08% | $3,555.6万 | 10.1万股 | $2,886.7万 | 10.1万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.79% | 0.63% | $2,910.1万 | 2.5万股 | $870.1万 | 2.6万股 | -543股-2.11% | 减仓 |
 Meta平台META |
| 1.78% | 2.11% | $2,884.7万 | 5.1万股 | $2,933.3万 | 5.1万股 | -59股-0.12% | 减仓 |
 特斯拉TSLA |
| 1.63% | 1.71% | $2,643.1万 | 6.3万股 | $2,370.8万 | 6.4万股 | -931股-1.46% | 减仓 |
 礼来LLY |
| 1.58% | 1.42% | $2,568.0万 | 2.1万股 | $1,969.2万 | 2.1万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.44% | 1.52% | $2,345.8万 | 7.2万股 | $2,108.1万 | 7.2万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.42% | 0.78% | $2,304.4万 | 3.2万股 | $1,089.4万 | 3.2万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.38% | 0.56% | $2,238.2万 | 3.9万股 | $783.8万 | 3.9万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.92% | 0.98% | $1,499.8万 | 5.9万股 | $1,367.5万 | 5.6万股 | +3,112股+5.56% | 加仓 |
 家得宝HD |
| 0.88% | 0.88% | $1,433.9万 | 4.1万股 | $1,222.5万 | 3.7万股 | +3,487股+9.38% | 加仓 |
 沃尔玛WMT |
| 0.85% | 1.09% | $1,380.1万 | 12.2万股 | $1,514.4万 | 12.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.84% | 0.83% | $1,371.6万 | 5.5万股 | $1,156.4万 | 5.3万股 | +1,335股+2.51% | 加仓 |
 泛林集团LRCX |
| 0.83% | 0.48% | $1,353.2万 | 3.1万股 | $667.2万 | 3.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.8% | 0.86% | $1,293.7万 | 3.8万股 | $1,191.7万 | 3.9万股 | -1,722股-4.37% | 减仓 |
 英特尔INTC |
| 0.76% | 0.34% | $1,240.3万 | 8.9万股 | $474.2万 | 10.7万股 | -1.9万股-17.33% | 减仓 |
 思科CSCO |
| 0.71% | 0.58% | $1,151.6万 | 9.8万股 | $808.7万 | 10.4万股 | -6,183股-5.93% | 减仓 |
 宝洁PG |
| 0.66% | 0.79% | $1,070.4万 | 7.3万股 | $1,097.8万 | 7.6万股 | -3,009股-3.96% | 减仓 |
| FFIRST AMERICANFGXXX |
| 0.61% | 0.32% | $990.0万 | 990.0万股 | $449.6万 | 449.6万股 | +540.5万股+120.22% | 加仓 |
| BBANK OF AMERBAC |
| 0.61% | 0.61% | $987.5万 | 17.3万股 | $844.9万 | 17.3万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.58% | 0.61% | $946.2万 | 1.9万股 | $850.8万 | 1.7万股 | +1,562股+9.02% | 加仓 |
 科磊KLAC |
| 0.56% | 0.32% | $914.2万 | 3.0万股 | $446.1万 | 3,030股 | +2.7万股+900.00% | 加仓 |
 默沙东MRK |
| 0.56% | 0.61% | $902.8万 | 7.0万股 | $845.1万 | 7.0万股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.54% | 0.53% | $882.9万 | 8,730股 | $738.5万 | 8,730股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.54% | 0.62% | $882.2万 | 1.7万股 | $858.2万 | 1.7万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.53% | 0.59% | $863.9万 | 1.7万股 | $825.3万 | 1.7万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.53% | 0.58% | $855.1万 | 10.5万股 | $800.2万 | 10.5万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.52% | 0.25% | $852.3万 | 2.5万股 | $349.1万 | 2.2万股 | +3,218股+14.78% | 加仓 |
 康菲石油COP |
| 0.52% | 0.69% | $839.4万 | 8.1万股 | $952.7万 | 7.2万股 | +8,564股+11.87% | 加仓 |
 NETFLIXNFLX |
| 0.5% | 0.75% | $818.9万 | 11.5万股 | $1,039.3万 | 10.8万股 | +6,596股+6.10% | 加仓 |
| SSANDISK COMSNDK |
| 0.49% | 0.16% | $794.2万 | 3,493股 | $221.9万 | 3,493股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.49% | 0.48% | $788.8万 | 1.6万股 | $669.3万 | 1.6万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.48% | 0.5% | $775.3万 | 1.2万股 | $688.5万 | 1.2万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.46% | 0.37% | $741.7万 | 6,313股 | $515.0万 | 5,900股 | +413股+7.00% | 加仓 |
| C花旗集团C |
| 0.43% | 0.41% | $705.5万 | 5.0万股 | $571.7万 | 5.0万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.42% | 0.38% | $675.0万 | 3.2万股 | $531.4万 | 3.2万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.41% | 0.16% | $669.1万 | 2.2万股 | $222.5万 | 2.2万股 | 00.00% | 持仓不变 |
 希捷STX |
| 0.4% | 0.25% | $645.7万 | 6,691股 | $350.4万 | 8,943股 | -2,252股-25.18% | 减仓 |
 罗克韦尔自动化ROK |
| 0.36% | 0.3% | $578.2万 | 1.2万股 | $419.1万 | 1.2万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.35% | 0.23% | $568.3万 | 8,897股 | $316.9万 | 1.2万股 | -2,819股-24.06% | 减仓 |
| Q高通QCOM |
| 0.35% | 0.32% | $565.6万 | 3.1万股 | $441.1万 | 3.4万股 | -3,641股-10.63% | 减仓 |
 BOOKING COMBKNG |
| 0.35% | 0.38% | $562.5万 | 3.2万股 | $530.1万 | 1,259股 | +3.0万股+2,406.51% | 加仓 |
 好市多COST |
| 0.34% | 0.52% | $557.0万 | 5,954股 | $727.3万 | 7,299股 | -1,345股-18.43% | 减仓 |
 德州仪器TXN |
| 0.34% | 0.24% | $554.4万 | 1.9万股 | $334.6万 | 1.7万股 | +1,365股+7.92% | 加仓 |
 Arista网络ANET |
| 0.34% | 0.29% | $552.6万 | 3.3万股 | $399.4万 | 3.3万股 | 00.00% | 持仓不变 |
