 英伟达NVDA |
| 5.22% | 3.68% | $659.48亿 | 3.30亿股 | $248.97亿 | 1.43亿股 | +1.87亿股+130.87% | 加仓 |
 苹果AAPL |
| 4.3% | 2.74% | $543.90亿 | 1.88亿股 | $184.99亿 | 7,289.1万股 | +1.15亿股+157.87% | 加仓 |
 美光科技MU |
| 3.32% | 0.6% | $419.18亿 | 3,631.5万股 | $40.75亿 | 1,206.1万股 | +2,425.5万股+201.10% | 加仓 |
 微软MSFT |
| 2.96% | 2.31% | $373.94亿 | 1.00亿股 | $156.56亿 | 4,229.5万股 | +5,795.3万股+137.02% | 加仓 |
 亚马逊AMZN |
| 2.71% | 1.76% | $342.78亿 | 1.44亿股 | $119.01亿 | 5,714.3万股 | +8,667.5万股+151.68% | 加仓 |
 谷歌AGOOGL |
| 2.58% | 1.95% | $326.20亿 | 9,127.8万股 | $131.83亿 | 4,584.4万股 | +4,543.4万股+99.11% | 加仓 |
 AMD超威AMD |
| 2.44% | 0.49% | $308.88亿 | 5,317.1万股 | $33.01亿 | 1,622.5万股 | +3,694.6万股+227.72% | 加仓 |
 博通AVGO |
| 2.07% | 1.52% | $261.34亿 | 6,918.4万股 | $103.09亿 | 3,330.9万股 | +3,587.6万股+107.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.85% | 0.98% | $233.62亿 | 6,612.1万股 | $66.03亿 | 2,301.7万股 | +4,310.3万股+187.27% | 加仓 |
 特斯拉TSLA |
| 1.85% | 0.93% | $233.28亿 | 5,546.4万股 | $62.96亿 | 1,693.7万股 | +3,852.7万股+227.47% | 加仓 |
 泛林集团LRCX |
| 1.79% | 0.77% | $226.72亿 | 5,232.0万股 | $51.82亿 | 2,425.6万股 | +2,806.4万股+115.70% | 加仓 |
 英特尔INTC |
| 1.74% | 0.32% | $220.48亿 | 1.58亿股 | $21.68亿 | 4,912.7万股 | +1.09亿股+221.42% | 加仓 |
 Meta平台META |
| 1.71% | 1.32% | $216.14亿 | 3,837.0万股 | $89.27亿 | 1,560.3万股 | +2,276.7万股+145.92% | 加仓 |
 应用材料AMAT |
| 1.62% | 0.49% | $204.36亿 | 2,826.6万股 | $33.19亿 | 971.0万股 | +1,855.6万股+191.11% | 加仓 |
 沃尔玛WMT |
| 1.33% | 0.8% | $168.15亿 | 1.48亿股 | $54.10亿 | 4,353.1万股 | +1.05亿股+241.04% | 加仓 |
 思科CSCO |
| 1.28% | 0.65% | $162.31亿 | 1.38亿股 | $44.06亿 | 5,678.3万股 | +8,140.4万股+143.36% | 加仓 |
 科磊KLAC |
| 1.07% | 0.36% | $135.31亿 | 4,484.9万股 | $24.47亿 | 166.2万股 | +4,318.7万股+2,598.83% | 加仓 |
 好市多COST |
| 1.04% | 0.64% | $130.86亿 | 1,398.9万股 | $42.98亿 | 431.4万股 | +967.6万股+224.31% | 加仓 |
| SSANDISK COMSNDK |
| 1.01% | 0.11% | $127.56亿 | 561.0万股 | $7.40亿 | 116.5万股 | +444.5万股+381.48% | 加仓 |
 德州仪器TXN |
| 0.89% | 0.52% | $112.60亿 | 3,777.7万股 | $35.36亿 | 1,821.2万股 | +1,956.6万股+107.43% | 加仓 |
 NETFLIXNFLX |
| 0.76% | 0.61% | $96.69亿 | 1.35亿股 | $41.21亿 | 4,285.7万股 | +9,256.2万股+215.98% | 加仓 |
 西部数据WDC |
| 0.73% | 0.22% | $92.33亿 | 1,445.6万股 | $15.07亿 | 557.0万股 | +888.5万股+159.51% | 加仓 |
 迈威尔MRVL |
| 0.71% | 0.15% | $90.22亿 | 3,028.6万股 | $10.42亿 | 1,052.3万股 | +1,976.2万股+187.79% | 加仓 |
 PALO ALTOPANW |
| 0.69% | 0.16% | $87.52亿 | 2,566.5万股 | $10.94亿 | 682.2万股 | +1,884.4万股+276.23% | 加仓 |
 帕兰提尔PLTR |
| 0.65% | 0.45% | $82.18亿 | 7,043.9万股 | $30.55亿 | 2,088.2万股 | +4,955.6万股+237.31% | 加仓 |
 林德LIN |
| 0.63% | 0.39% | $79.51亿 | 1,532.1万股 | $26.15亿 | 527.4万股 | +1,004.8万股+190.52% | 加仓 |
 希捷STX |
| 0.58% | 0.15% | $72.82亿 | 754.6万股 | $10.23亿 | 261.2万股 | +493.4万股+188.91% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.53% | 0.31% | $67.58亿 | 1,701.5万股 | $20.89亿 | 656.6万股 | +1,044.8万股+159.11% | 加仓 |
| Q高通QCOM |
| 0.53% | 0.24% | $66.71亿 | 3,610.2万股 | $16.55亿 | 1,285.1万股 | +2,325.0万股+180.91% | 加仓 |
 CrowdStrikeCRWD |
| 0.51% | 0.14% | $64.05亿 | 839.3万股 | $9.24亿 | 236.7万股 | +602.6万股+254.65% | 加仓 |
 阿斯麦ASML |
| 0.49% | 0.22% | $62.47亿 | 314.0万股 | $14.86亿 | 112.5万股 | +201.5万股+179.10% | 加仓 |
 AMGEN COMAMGN |
| 0.47% | 0.24% | $59.10亿 | 1,632.0万股 | $16.09亿 | 457.2万股 | +1,174.9万股+256.99% | 加仓 |
 百事可乐PEP |
| 0.46% | 0.28% | $58.38亿 | 4,311.3万股 | $18.73亿 | 1,206.1万股 | +3,105.3万股+257.47% | 加仓 |
| AAPPLOVINAPP |
| 0.45% | 0.24% | $56.55亿 | 1,097.6万股 | $16.50亿 | 414.5万股 | +683.1万股+164.82% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.42% | 0.25% | $53.48亿 | 3,188.3万股 | $17.04亿 | 811.2万股 | +2,377.2万股+293.04% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.4% | 0.32% | $50.31亿 | 3,981.9万股 | $21.64亿 | 1,552.6万股 | +2,429.3万股+156.46% | 加仓 |
 直觉外科ISRG |
| 0.37% | 0.25% | $47.10亿 | 1,184.4万股 | $17.23亿 | 373.7万股 | +810.6万股+216.89% | 加仓 |
 BOOKING COMBKNG |
| 0.36% | 0.22% | $45.87亿 | 2,573.5万股 | $14.89亿 | 35.4万股 | +2,538.2万股+7,179.04% | 加仓 |
 Arm控股ARM |
| 0.36% | 0.07% | $45.44亿 | 1,281.7万股 | $4.47亿 | 295.2万股 | +986.4万股+334.13% | 加仓 |
 礼来LLY |
| 0.35% | 0.47% | $44.31亿 | 369.4万股 | $31.77亿 | 345.5万股 | +24.0万股+6.93% | 加仓 |
 ShopifySHOP |
| 0.33% | 0.19% | $41.76亿 | 3,657.1万股 | $12.63亿 | 1,064.8万股 | +2,592.3万股+243.47% | 加仓 |
 摩根大通JPM |
| 0.32% | 0.54% | $40.92亿 | 1,250.2万股 | $36.32亿 | 1,234.8万股 | +15.4万股+1.25% | 加仓 |
 福泰制药VRTX |
| 0.32% | 0.17% | $39.95亿 | 804.3万股 | $11.44亿 | 256.1万股 | +548.2万股+214.05% | 加仓 |
 强生JNJ |
| 0.31% | 0.54% | $39.81亿 | 1,567.4万股 | $36.78亿 | 1,504.7万股 | +62.7万股+4.17% | 加仓 |
 星巴克SBUX |
| 0.31% | 0.19% | $39.34亿 | 3,849.8万股 | $12.78亿 | 1,426.0万股 | +2,423.7万股+169.96% | 加仓 |
 飞塔FTNT |
| 0.3% | 0.12% | $37.82亿 | 2,462.1万股 | $8.18亿 | 1,000.5万股 | +1,461.6万股+146.08% | 加仓 |
 万豪MAR |
| 0.28% | 0.21% | $35.71亿 | 963.7万股 | $13.98亿 | 427.4万股 | +536.3万股+125.50% | 加仓 |
 卡特彼勒CAT |
| 0.28% | 0.4% | $34.97亿 | 328.4万股 | $27.27亿 | 385.0万股 | -56.6万股-14.69% | 减仓 |
 DatadogDDOG |
| 0.27% | 0.08% | $34.44亿 | 1,322.6万股 | $5.60亿 | 474.0万股 | +848.7万股+179.05% | 加仓 |
 VisaV |
| 0.27% | 0.42% | $34.17亿 | 995.8万股 | $28.57亿 | 945.3万股 | +50.6万股+5.35% | 加仓 |
