 英伟达NVDA |
| 6.41% | 5.99% | $42.02亿 | 2,095.8万股 | $38.44亿 | 2,198.7万股 | -102.9万股-4.68% | 减仓 |
 苹果AAPL |
| 4.8% | 4.41% | $31.48亿 | 1,093.7万股 | $28.28亿 | 1,119.1万股 | -25.4万股-2.27% | 减仓 |
 微软MSFT |
| 3.77% | 3.92% | $24.73亿 | 662.9万股 | $25.17亿 | 679.7万股 | -16.8万股-2.47% | 减仓 |
 谷歌AGOOGL |
| 3.52% | 3.1% | $23.09亿 | 649.8万股 | $19.91亿 | 695.6万股 | -45.8万股-6.58% | 减仓 |
 亚马逊AMZN |
| 3.29% | 3.06% | $21.56亿 | 914.3万股 | $19.67亿 | 949.3万股 | -35.0万股-3.68% | 减仓 |
 博通AVGO |
| 2.19% | 1.83% | $14.33亿 | 378.6万股 | $11.74亿 | 378.4万股 | +1,972股+0.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 1.76% | $13.11亿 | 375.8万股 | $11.32亿 | 398.9万股 | -23.1万股-5.79% | 减仓 |
 美光科技MU |
| 1.79% | 0.59% | $11.75亿 | 102.4万股 | $3.77亿 | 112.0万股 | -9.6万股-8.56% | 减仓 |
 Meta平台META |
| 1.68% | 1.89% | $11.04亿 | 196.8万股 | $12.11亿 | 212.6万股 | -15.8万股-7.44% | 减仓 |
 AMD超威AMD |
| 1.55% | 0.56% | $10.15亿 | 176.4万股 | $3.61亿 | 178.4万股 | -2.0万股-1.13% | 减仓 |
 特斯拉TSLA |
| 1.15% | 1.06% | $7.52亿 | 180.4万股 | $6.81亿 | 184.7万股 | -4.4万股-2.37% | 减仓 |
 礼来LLY |
| 1.11% | 0.85% | $7.29亿 | 61.0万股 | $5.44亿 | 59.3万股 | +1.7万股+2.86% | 加仓 |
 VisaV |
| 1.09% | 1% | $7.16亿 | 209.0万股 | $6.43亿 | 213.0万股 | -3.9万股-1.85% | 减仓 |
 应用材料AMAT |
| 0.95% | 0.48% | $6.26亿 | 87.4万股 | $3.11亿 | 91.6万股 | -4.1万股-4.49% | 减仓 |
 泛林集团LRCX |
| 0.89% | 0.48% | $5.86亿 | 135.3万股 | $3.05亿 | 142.9万股 | -7.6万股-5.30% | 减仓 |
 摩根大通JPM |
| 0.84% | 0.87% | $5.52亿 | 170.0万股 | $5.55亿 | 190.0万股 | -20.0万股-10.54% | 减仓 |
 强生JNJ |
| 0.84% | 0.83% | $5.52亿 | 220.6万股 | $5.30亿 | 219.9万股 | +7,210股+0.33% | 加仓 |
 思科CSCO |
| 0.76% | 0.53% | $4.96亿 | 425.3万股 | $3.43亿 | 444.3万股 | -19.0万股-4.27% | 减仓 |
 万事达MA |
| 0.75% | 0.79% | $4.94亿 | 96.5万股 | $5.09亿 | 102.1万股 | -5.7万股-5.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.66% | 0.67% | $4.34亿 | 87.3万股 | $4.30亿 | 90.3万股 | -3.0万股-3.32% | 减仓 |
 林德LIN |
| 0.65% | 0.67% | $4.24亿 | 81.8万股 | $4.30亿 | 86.8万股 | -5.0万股-5.80% | 减仓 |
 英特尔INTC |
| 0.63% | 0.23% | $4.15亿 | 301.6万股 | $1.50亿 | 340.8万股 | -39.3万股-11.52% | 减仓 |
 沃尔玛WMT |
| 0.63% | 0.71% | $4.12亿 | 364.9万股 | $4.58亿 | 369.8万股 | -5.0万股-1.34% | 减仓 |
 科磊KLAC |
| 0.6% | 0.29% | $3.93亿 | 130.1万股 | $1.84亿 | 12.6万股 | +117.5万股+936.40% | 加仓 |
 艾伯维ABBV |
| 0.55% | 0.51% | $3.58亿 | 144.8万股 | $3.28亿 | 152.4万股 | -7.6万股-4.96% | 减仓 |
 PALO ALTOPANW |
| 0.51% | 0.28% | $3.33亿 | 97.7万股 | $1.82亿 | 113.6万股 | -15.9万股-14.04% | 减仓 |
 NETFLIXNFLX |
| 0.51% | 0.72% | $3.32亿 | 463.3万股 | $4.60亿 | 477.1万股 | -13.8万股-2.90% | 减仓 |
 好市多COST |
| 0.48% | 0.51% | $3.14亿 | 33.8万股 | $3.28亿 | 33.1万股 | +6,611股+2.00% | 加仓 |
 宝洁PG |
| 0.47% | 0.46% | $3.05亿 | 207.6万股 | $2.96亿 | 204.5万股 | +3.2万股+1.54% | 加仓 |
 卡特彼勒CAT |
| 0.45% | 0.31% | $2.94亿 | 28.2万股 | $1.97亿 | 28.2万股 | -583股-0.21% | 减仓 |
 WELLTOWER COMWELL |
| 0.43% | 0.36% | $2.83亿 | 124.9万股 | $2.32亿 | 117.7万股 | +7.3万股+6.20% | 加仓 |
 可口可乐KO |
| 0.42% | 0.4% | $2.73亿 | 338.1万股 | $2.54亿 | 335.5万股 | +2.6万股+0.76% | 加仓 |
 迈威尔MRVL |
| 0.41% | 0.16% | $2.66亿 | 89.5万股 | $1.04亿 | 104.7万股 | -15.1万股-14.44% | 减仓 |
| IIBMIBM |
| 0.4% | 0.29% | $2.65亿 | 95.7万股 | $1.85亿 | 77.1万股 | +18.6万股+24.13% | 加仓 |
 联合健康UNH |
| 0.4% | 0.28% | $2.65亿 | 63.0万股 | $1.83亿 | 64.0万股 | -9,627股-1.50% | 减仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.38% | $2.65亿 | 468.1万股 | $2.42亿 | 497.9万股 | -29.8万股-5.99% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.51% | $2.54亿 | 186.0万股 | $3.26亿 | 192.8万股 | -6.8万股-3.52% | 减仓 |
 赛富时CRM |
| 0.38% | 0.44% | $2.52亿 | 160.4万股 | $2.83亿 | 151.2万股 | +9.2万股+6.11% | 加仓 |
 西部数据WDC |
| 0.38% | 0.2% | $2.50亿 | 39.4万股 | $1.28亿 | 47.4万股 | -8.0万股-16.87% | 减仓 |
 默沙东MRK |
| 0.37% | 0.39% | $2.45亿 | 191.2万股 | $2.47亿 | 205.4万股 | -14.2万股-6.90% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.37% | 0.3% | $2.39亿 | 60.4万股 | $1.89亿 | 59.7万股 | +7,505股+1.26% | 加仓 |
| Q高通QCOM |
| 0.36% | 0.32% | $2.37亿 | 128.7万股 | $2.04亿 | 158.1万股 | -29.4万股-18.59% | 减仓 |
 安费诺APH |
| 0.36% | 0.28% | $2.37亿 | 134.4万股 | $1.82亿 | 144.0万股 | -9.5万股-6.62% | 减仓 |
 麦当劳MCD |
| 0.35% | 0.43% | $2.33亿 | 86.0万股 | $2.78亿 | 89.6万股 | -3.6万股-4.05% | 减仓 |
 摩根士丹利MS |
| 0.35% | 0.29% | $2.32亿 | 112.2万股 | $1.83亿 | 112.3万股 | -177股-0.02% | 减仓 |
 家得宝HD |
| 0.35% | 0.37% | $2.31亿 | 65.4万股 | $2.38亿 | 72.2万股 | -6.7万股-9.32% | 减仓 |
 百事可乐PEP |
| 0.34% | 0.42% | $2.25亿 | 165.7万股 | $2.67亿 | 171.7万股 | -5.9万股-3.45% | 减仓 |
 BOOKING COMBKNG |
| 0.34% | 0.32% | $2.21亿 | 123.9万股 | $2.07亿 | 4.9万股 | +119.0万股+2,416.73% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.34% | 0.38% | $2.21亿 | 13.0万股 | $2.47亿 | 14.3万股 | -1.2万股-8.69% | 减仓 |
 EquinixEQIX |
| 0.33% | 0.35% | $2.17亿 | 20.9万股 | $2.24亿 | 22.9万股 | -2.0万股-8.80% | 减仓 |
