 英伟达NVDA |
| 6.45% | 6.77% | $70.07亿 | 3,502.1万股 | $63.99亿 | 3,668.9万股 | -166.7万股-4.54% | 减仓 |
 苹果AAPL |
| 5.94% | 5.98% | $64.46亿 | 2,227.8万股 | $56.53亿 | 2,227.3万股 | +5,613股+0.03% | 加仓 |
 微软MSFT |
| 3.68% | 4.2% | $39.94亿 | 1,070.8万股 | $39.67亿 | 1,071.6万股 | -8,131股-0.08% | 减仓 |
 亚马逊AMZN |
| 3.23% | 3.21% | $35.03亿 | 1,469.7万股 | $30.33亿 | 1,456.2万股 | +13.5万股+0.93% | 加仓 |
 谷歌AGOOGL |
| 2.91% | 2.7% | $31.61亿 | 884.5万股 | $25.50亿 | 886.8万股 | -2.3万股-0.26% | 减仓 |
 博通AVGO |
| 2.37% | 2.23% | $25.79亿 | 682.6万股 | $21.10亿 | 681.7万股 | +9,497股+0.14% | 加仓 |
| IiShares安硕信托IVV |
| 2.37% | 2.04% | $25.70亿 | 343.2万股 | $19.31亿 | 295.6万股 | +47.5万股+16.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.28% | 2.21% | $24.76亿 | 700.7万股 | $20.92亿 | 729.3万股 | -28.6万股-3.92% | 减仓 |
 美光科技MU |
| 1.82% | 0.61% | $19.78亿 | 171.3万股 | $5.76亿 | 170.5万股 | +8,795股+0.52% | 加仓 |
 Meta平台META |
| 1.73% | 1.99% | $18.78亿 | 333.5万股 | $18.83亿 | 329.2万股 | +4.3万股+1.29% | 加仓 |
 特斯拉TSLA |
| 1.65% | 1.68% | $17.97亿 | 427.3万股 | $15.90亿 | 427.8万股 | -4,974股-0.12% | 减仓 |
 礼来LLY |
| 1.34% | 1.18% | $14.60亿 | 121.8万股 | $11.17亿 | 121.5万股 | +2,939股+0.24% | 加仓 |
 AMD超威AMD |
| 1.32% | 0.53% | $14.37亿 | 247.3万股 | $5.01亿 | 246.1万股 | +1.2万股+0.48% | 加仓 |
 摩根大通JPM |
| 1.23% | 1.29% | $13.33亿 | 407.2万股 | $12.16亿 | 413.3万股 | -6.1万股-1.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 1.05% | $10.75亿 | 214.9万股 | $9.93亿 | 207.2万股 | +7.7万股+3.72% | 加仓 |
 强生JNJ |
| 0.87% | 0.97% | $9.43亿 | 371.5万股 | $9.15亿 | 374.3万股 | -2.8万股-0.76% | 减仓 |
 英特尔INTC |
| 0.86% | 0.32% | $9.32亿 | 667.2万股 | $3.04亿 | 688.9万股 | -21.7万股-3.15% | 减仓 |
 VisaV |
| 0.81% | 0.82% | $8.79亿 | 256.3万股 | $7.76亿 | 256.6万股 | -3,243股-0.13% | 减仓 |
 应用材料AMAT |
| 0.8% | 0.44% | $8.70亿 | 120.4万股 | $4.18亿 | 122.4万股 | -2.1万股-1.69% | 减仓 |
 泛林集团LRCX |
| 0.76% | 0.43% | $8.21亿 | 189.6万股 | $4.11亿 | 192.3万股 | -2.7万股-1.42% | 减仓 |
 沃尔玛WMT |
| 0.7% | 0.88% | $7.56亿 | 667.1万股 | $8.32亿 | 669.3万股 | -2.2万股-0.33% | 减仓 |
 卡特彼勒CAT |
| 0.69% | 0.53% | $7.47亿 | 70.2万股 | $5.00亿 | 70.6万股 | -4,603股-0.65% | 减仓 |
 思科CSCO |
| 0.65% | 0.49% | $7.06亿 | 601.2万股 | $4.67亿 | 602.3万股 | -1.1万股-0.18% | 减仓 |
 埃克森美孚XOM |
| 0.64% | 0.88% | $6.96亿 | 509.2万股 | $8.30亿 | 489.0万股 | +20.2万股+4.13% | 加仓 |
 艾伯维ABBV |
| 0.63% | 0.62% | $6.79亿 | 270.0万股 | $5.83亿 | 268.0万股 | +2.0万股+0.74% | 加仓 |
 万事达MA |
| 0.59% | 0.68% | $6.37亿 | 124.1万股 | $6.43亿 | 128.7万股 | -4.5万股-3.53% | 减仓 |
 好市多COST |
| 0.58% | 0.72% | $6.31亿 | 67.5万股 | $6.85亿 | 68.7万股 | -1.3万股-1.82% | 减仓 |
 科磊KLAC |
| 0.55% | 0.31% | $5.99亿 | 198.6万股 | $2.96亿 | 20.1万股 | +178.5万股+888.62% | 加仓 |
 GE航空GE |
| 0.55% | 0.48% | $5.95亿 | 159.2万股 | $4.57亿 | 161.2万股 | -2.0万股-1.27% | 减仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.54% | $5.86亿 | 1,028.7万股 | $5.09亿 | 1,043.8万股 | -15.1万股-1.44% | 减仓 |
 联合健康UNH |
| 0.52% | 0.39% | $5.67亿 | 136.5万股 | $3.67亿 | 135.6万股 | +9,338股+0.69% | 加仓 |
 家得宝HD |
| 0.48% | 0.52% | $5.26亿 | 149.1万股 | $4.94亿 | 150.3万股 | -1.3万股-0.83% | 减仓 |
 宝洁PG |
| 0.48% | 0.55% | $5.17亿 | 352.5万股 | $5.18亿 | 358.4万股 | -5.9万股-1.64% | 减仓 |
 可口可乐KO |
| 0.45% | 0.53% | $4.88亿 | 599.9万股 | $4.97亿 | 653.0万股 | -53.2万股-8.14% | 减仓 |
 默沙东MRK |
| 0.45% | 0.49% | $4.85亿 | 377.2万股 | $4.61亿 | 383.6万股 | -6.3万股-1.65% | 减仓 |
 GE VernovaGEV |
| 0.44% | 0.38% | $4.83亿 | 41.1万股 | $3.63亿 | 41.6万股 | -4,580股-1.10% | 减仓 |
 NETFLIXNFLX |
| 0.42% | 0.66% | $4.59亿 | 642.8万股 | $6.19亿 | 643.8万股 | -1.1万股-0.17% | 减仓 |
 高盛GS |
| 0.42% | 0.41% | $4.55亿 | 45.0万股 | $3.86亿 | 45.6万股 | -5,824股-1.28% | 减仓 |
 雪佛龙CVX |
| 0.4% | 0.49% | $4.33亿 | 261.0万股 | $4.58亿 | 221.6万股 | +39.4万股+17.79% | 加仓 |
 PALO ALTOPANW |
| 0.38% | 0.2% | $4.18亿 | 122.5万股 | $1.89亿 | 118.2万股 | +4.3万股+3.67% | 加仓 |
 德州仪器TXN |
| 0.38% | 0.28% | $4.12亿 | 138.3万股 | $2.66亿 | 136.9万股 | +1.4万股+1.03% | 加仓 |
| IIBMIBM |
| 0.37% | 0.36% | $4.01亿 | 142.4万股 | $3.45亿 | 142.2万股 | +2,390股+0.17% | 加仓 |
 雷神技术RTX |
| 0.36% | 0.42% | $3.90亿 | 205.5万股 | $3.96亿 | 205.2万股 | +2,810股+0.14% | 加仓 |
 迈威尔MRVL |
| 0.35% | 0.14% | $3.85亿 | 129.3万股 | $1.29亿 | 130.0万股 | -7,228股-0.56% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.35% | 0.4% | $3.84亿 | 465.3万股 | $3.80亿 | 477.4万股 | -12.1万股-2.54% | 减仓 |
 帕兰提尔PLTR |
| 0.35% | 0.53% | $3.84亿 | 329.0万股 | $5.04亿 | 344.5万股 | -15.6万股-4.52% | 减仓 |
 甲骨文ORCL |
| 0.35% | 0.4% | $3.83亿 | 261.2万股 | $3.82亿 | 259.7万股 | +1.4万股+0.56% | 加仓 |
| SSANDISK COMSNDK |
| 0.35% | 0.11% | $3.80亿 | 16.7万股 | $1.03亿 | 16.2万股 | +5,521股+3.41% | 加仓 |
 摩根士丹利MS |
| 0.34% | 0.31% | $3.74亿 | 179.1万股 | $2.95亿 | 179.1万股 | +127股+0.01% | 加仓 |
 林德LIN |
| 0.34% | 0.28% | $3.66亿 | 70.5万股 | $2.69亿 | 54.2万股 | +16.3万股+30.06% | 加仓 |
