 苹果AAPL |
| 6.73% | 6.93% | $6,168.5万 | 21.3万股 | $5,372.7万 | 21.2万股 | +1,479股+0.70% | 加仓 |
 英伟达NVDA |
| 6.3% | 6.22% | $5,777.4万 | 28.9万股 | $4,823.4万 | 27.7万股 | +1.2万股+4.40% | 加仓 |
 微软MSFT |
| 4.44% | 4.97% | $4,065.2万 | 10.9万股 | $3,854.4万 | 10.4万股 | +4,858股+4.67% | 加仓 |
 谷歌AGOOGL |
| 4.31% | 4.02% | $3,947.3万 | 11.0万股 | $3,118.2万 | 10.8万股 | +2,017股+1.86% | 加仓 |
 博通AVGO |
| 3.12% | 3.12% | $2,857.1万 | 7.6万股 | $2,418.7万 | 7.8万股 | -2,511股-3.21% | 减仓 |
 亚马逊AMZN |
| 3.03% | 3.05% | $2,777.7万 | 11.7万股 | $2,367.1万 | 11.4万股 | +2,890股+2.54% | 加仓 |
 美光科技MU |
| 2.1% | 0.75% | $1,923.9万 | 1.7万股 | $578.1万 | 1.7万股 | -446股-2.61% | 减仓 |
 礼来LLY |
| 1.97% | 1.81% | $1,808.3万 | 1.5万股 | $1,400.8万 | 1.5万股 | -153股-1.00% | 减仓 |
 摩根大通JPM |
| 1.71% | 1.77% | $1,564.8万 | 4.8万股 | $1,371.6万 | 4.7万股 | +1,177股+2.52% | 加仓 |
 AMD超威AMD |
| 1.61% | 0.56% | $1,476.4万 | 2.5万股 | $434.1万 | 2.1万股 | +4,076股+19.10% | 加仓 |
 Meta平台META |
| 1.56% | 1.81% | $1,429.1万 | 2.5万股 | $1,405.7万 | 2.5万股 | +802股+3.26% | 加仓 |
 特斯拉TSLA |
| 1.48% | 1.51% | $1,360.8万 | 3.2万股 | $1,173.1万 | 3.2万股 | +799股+2.53% | 加仓 |
 强生JNJ |
| 1.31% | 1.34% | $1,198.1万 | 4.7万股 | $1,038.7万 | 4.2万股 | +4,680股+11.01% | 加仓 |
 应用材料AMAT |
| 1.29% | 0.41% | $1,183.5万 | 1.6万股 | $315.3万 | 9,224股 | +7,145股+77.46% | 加仓 |
 卡特彼勒CAT |
| 1.11% | 0.86% | $1,021.7万 | 9,594股 | $670.8万 | 9,468股 | +126股+1.33% | 加仓 |
 埃克森美孚XOM |
| 1.11% | 1.49% | $1,018.6万 | 7.5万股 | $1,155.1万 | 6.8万股 | +6,424股+9.44% | 加仓 |
 科磊KLAC |
| 1.06% | 0.9% | $975.4万 | 3.2万股 | $695.6万 | 4,724股 | +2.8万股+584.36% | 加仓 |
 泛林集团LRCX |
| 1.05% | 0.46% | $960.3万 | 2.2万股 | $354.8万 | 1.7万股 | +5,556股+33.46% | 加仓 |
 VisaV |
| 1% | 1.04% | $913.5万 | 2.7万股 | $806.4万 | 2.7万股 | -56股-0.21% | 减仓 |
 英特尔INTC |
| 0.82% | — | $750.9万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 高盛GS |
| 0.81% | 0.82% | $746.6万 | 7,382股 | $632.9万 | 7,481股 | -99股-1.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.79% | $742.0万 | 1.5万股 | $615.5万 | 1.3万股 | +1,984股+15.45% | 加仓 |
 QUANTA SVCSPWR |
| 0.78% | 0.68% | $712.6万 | 9,897股 | $530.6万 | 9,665股 | +232股+2.40% | 加仓 |
 思科CSCO |
| 0.77% | 0.6% | $705.6万 | 6.0万股 | $467.1万 | 6.0万股 | -129股-0.21% | 减仓 |
 可口可乐KO |
| 0.77% | 0.74% | $705.1万 | 8.7万股 | $574.8万 | 7.6万股 | +1.1万股+14.80% | 加仓 |
 联合健康UNH |
| 0.75% | 0.57% | $689.0万 | 1.7万股 | $442.9万 | 1.6万股 | +210股+1.28% | 加仓 |
 沃尔玛WMT |
| 0.73% | 0.78% | $669.0万 | 5.9万股 | $603.8万 | 4.9万股 | +1.0万股+21.57% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.68% | $645.7万 | 1.8万股 | $524.3万 | 1.8万股 | -3股-0.02% | 减仓 |
 好市多COST |
| 0.67% | 0.84% | $611.0万 | 6,532股 | $648.3万 | 6,506股 | +26股+0.40% | 加仓 |
 宝洁PG |
| 0.65% | 0.77% | $599.5万 | 4.1万股 | $597.5万 | 4.1万股 | -483股-1.17% | 减仓 |
 GE航空GE |
| 0.64% | 0.57% | $586.6万 | 1.6万股 | $443.3万 | 1.6万股 | +72股+0.46% | 加仓 |
 威瑞森VZ |
| 0.63% | 0.85% | $576.8万 | 13.6万股 | $655.6万 | 13.1万股 | +5,636股+4.32% | 加仓 |
 AMGEN COMAMGN |
| 0.62% | 0.72% | $571.5万 | 1.6万股 | $559.8万 | 1.6万股 | -128股-0.80% | 减仓 |
| C花旗集团C |
| 0.59% | 0.49% | $544.9万 | 3.9万股 | $379.4万 | 3.3万股 | +5,479股+16.38% | 加仓 |
 林德LIN |
| 0.58% | 0.54% | $532.7万 | 1.0万股 | $418.5万 | 8,441股 | +1,825股+21.62% | 加仓 |
 雪佛龙CVX |
| 0.58% | 0.71% | $531.2万 | 3.2万股 | $550.2万 | 2.7万股 | +5,452股+20.50% | 加仓 |
 默沙东MRK |
| 0.57% | 0.62% | $522.3万 | 4.1万股 | $480.3万 | 4.0万股 | +718股+1.80% | 加仓 |
| IIBMIBM |
| 0.53% | 0.45% | $482.8万 | 1.7万股 | $349.9万 | 1.4万股 | +2,733股+18.93% | 加仓 |
 百时美施贵宝BMY |
| 0.51% | 0.61% | $464.5万 | 8.1万股 | $474.4万 | 7.8万股 | +2,387股+3.05% | 加仓 |
 摩根士丹利MS |
| 0.5% | 0.3% | $461.1万 | 2.2万股 | $229.0万 | 1.4万股 | +8,140股+58.49% | 加仓 |
 PULTEPHM |
| 0.5% | 0.51% | $457.3万 | 3.3万股 | $392.4万 | 3.3万股 | -39股-0.12% | 减仓 |
 甲骨文ORCL |
| 0.49% | 0.58% | $450.7万 | 3.1万股 | $451.2万 | 3.1万股 | +80股+0.26% | 加仓 |
 北方信托NTRS |
| 0.49% | 0.41% | $444.5万 | 2.6万股 | $318.9万 | 2.3万股 | +2,725股+11.93% | 加仓 |
 3M COMMMM |
| 0.48% | 0.51% | $442.2万 | 2.7万股 | $392.8万 | 2.7万股 | +265股+0.98% | 加仓 |
 雷神技术RTX |
| 0.48% | 0.52% | $436.3万 | 2.3万股 | $405.0万 | 2.1万股 | +2,002股+9.54% | 加仓 |
 GE VernovaGEV |
| 0.47% | 0.42% | $435.1万 | 3,703股 | $324.5万 | 3,718股 | -15股-0.40% | 减仓 |
 飞塔FTNT |
| 0.47% | 0.3% | $431.8万 | 2.8万股 | $230.1万 | 2.8万股 | -51股-0.18% | 减仓 |
 万事达MA |
| 0.44% | 0.65% | $404.7万 | 7,880股 | $503.4万 | 1.0万股 | -2,195股-21.79% | 减仓 |
 EOG资源EOG |
| 0.42% | 0.45% | $387.5万 | 3.0万股 | $346.7万 | 2.4万股 | +5,890股+24.56% | 加仓 |
| CCBRE CL ACBRE |
| 0.42% | 0.49% | $384.4万 | 2.9万股 | $376.2万 | 2.8万股 | +768股+2.77% | 加仓 |
