 英伟达NVDA |
| 7.22% | 7.49% | $43.88亿 | 2,193.2万股 | $40.18亿 | 2,304.1万股 | -110.9万股-4.81% | 减仓 |
 苹果AAPL |
| 5.62% | 5.54% | $34.16亿 | 1,180.5万股 | $29.74亿 | 1,171.8万股 | +8.7万股+0.75% | 加仓 |
 微软MSFT |
| 4.14% | 4.57% | $25.18亿 | 675.1万股 | $24.55亿 | 663.1万股 | +12.0万股+1.80% | 加仓 |
 谷歌AGOOGL |
| 3.59% | 3.31% | $21.82亿 | 610.6万股 | $17.76亿 | 617.7万股 | -7.1万股-1.15% | 减仓 |
 亚马逊AMZN |
| 3.5% | 3.43% | $21.27亿 | 892.4万股 | $18.41亿 | 883.7万股 | +8.7万股+0.99% | 加仓 |
 博通AVGO |
| 2.68% | 2.48% | $16.32亿 | 431.9万股 | $13.33亿 | 430.7万股 | +1.3万股+0.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.28% | 2.37% | $13.86亿 | 392.2万股 | $12.74亿 | 444.0万股 | -51.8万股-11.67% | 减仓 |
 Meta平台META |
| 2.24% | 2.64% | $13.60亿 | 241.4万股 | $14.16亿 | 247.6万股 | -6.2万股-2.49% | 减仓 |
 美光科技MU |
| 2.16% | 0.72% | $13.14亿 | 113.8万股 | $3.84亿 | 113.7万股 | +1,344股+0.12% | 加仓 |
 礼来LLY |
| 1.77% | 1.45% | $10.74亿 | 89.5万股 | $7.80亿 | 84.8万股 | +4.7万股+5.55% | 加仓 |
 摩根大通JPM |
| 1.49% | 1.66% | $9.08亿 | 277.3万股 | $8.88亿 | 302.0万股 | -24.7万股-8.18% | 减仓 |
 万事达MA |
| 1.43% | 1.54% | $8.71亿 | 169.5万股 | $8.25亿 | 165.2万股 | +4.3万股+2.61% | 加仓 |
 特斯拉TSLA |
| 1.37% | 1.36% | $8.35亿 | 198.5万股 | $7.28亿 | 195.7万股 | +2.7万股+1.39% | 加仓 |
 AMD超威AMD |
| 1.35% | 0.27% | $8.23亿 | 141.7万股 | $1.42亿 | 70.0万股 | +71.7万股+102.43% | 加仓 |
 应用材料AMAT |
| 1.11% | 0.71% | $6.72亿 | 93.0万股 | $3.83亿 | 112.1万股 | -19.1万股-17.00% | 减仓 |
 联合健康UNH |
| 0.99% | 0.75% | $6.00亿 | 144.3万股 | $4.02亿 | 148.6万股 | -4.3万股-2.88% | 减仓 |
 埃克森美孚XOM |
| 0.95% | 1.27% | $5.77亿 | 422.2万股 | $6.81亿 | 401.6万股 | +20.6万股+5.14% | 加仓 |
 甲骨文ORCL |
| 0.86% | 1.07% | $5.25亿 | 358.1万股 | $5.77亿 | 392.1万股 | -33.9万股-8.66% | 减仓 |
 强生JNJ |
| 0.86% | 0.9% | $5.24亿 | 206.5万股 | $4.81亿 | 196.6万股 | +9.9万股+5.03% | 加仓 |
 泛林集团LRCX |
| 0.8% | 0.32% | $4.86亿 | 112.1万股 | $1.74亿 | 81.5万股 | +30.7万股+37.67% | 加仓 |
 默沙东MRK |
| 0.71% | 0.59% | $4.32亿 | 336.5万股 | $3.14亿 | 261.3万股 | +75.2万股+28.77% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.77% | $4.28亿 | 85.5万股 | $4.14亿 | 86.4万股 | -8,389股-0.97% | 减仓 |
| BBANK OF AMERBAC |
| 0.66% | 0.64% | $3.98亿 | 699.3万股 | $3.45亿 | 708.0万股 | -8.6万股-1.22% | 减仓 |
 GE航空GE |
| 0.65% | 0.56% | $3.98亿 | 106.5万股 | $2.99亿 | 105.4万股 | +1.1万股+1.08% | 加仓 |
 英特尔INTC |
| 0.63% | 0.16% | $3.81亿 | 273.1万股 | $8,565.0万 | 194.1万股 | +79.0万股+40.72% | 加仓 |
 摩根士丹利MS |
| 0.62% | 0.57% | $3.78亿 | 180.8万股 | $3.05亿 | 185.1万股 | -4.2万股-2.28% | 减仓 |
| N新纪元能源NEE |
| 0.59% | 0.81% | $3.62亿 | 412.2万股 | $4.35亿 | 468.4万股 | -56.2万股-11.99% | 减仓 |
 宝洁PG |
| 0.59% | 0.64% | $3.56亿 | 243.1万股 | $3.42亿 | 236.6万股 | +6.5万股+2.75% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.71% | $3.48亿 | 307.5万股 | $3.82亿 | 307.5万股 | +430股+0.01% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.57% | 0.56% | $3.47亿 | 87.3万股 | $2.98亿 | 93.8万股 | -6.5万股-6.89% | 减仓 |
 家得宝HD |
| 0.54% | 0.55% | $3.29亿 | 93.4万股 | $2.93亿 | 89.0万股 | +4.4万股+4.89% | 加仓 |
 高盛GS |
| 0.53% | 0.52% | $3.23亿 | 32.0万股 | $2.81亿 | 33.2万股 | -1.2万股-3.74% | 减仓 |
 雪佛龙CVX |
| 0.5% | 0.7% | $3.05亿 | 184.2万股 | $3.74亿 | 180.8万股 | +3.5万股+1.92% | 加仓 |
 科磊KLAC |
| 0.5% | 0.27% | $3.01亿 | 99.9万股 | $1.47亿 | 10.0万股 | +89.9万股+901.70% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.5% | 0.59% | $3.01亿 | 819.0万股 | $3.14亿 | 830.2万股 | -11.2万股-1.35% | 减仓 |
 GE VernovaGEV |
| 0.49% | 0.44% | $3.00亿 | 25.6万股 | $2.34亿 | 26.9万股 | -1.3万股-4.76% | 减仓 |
| C花旗集团C |
| 0.47% | 0.22% | $2.86亿 | 204.5万股 | $1.16亿 | 101.9万股 | +102.6万股+100.65% | 加仓 |
 优步UBER |
| 0.46% | 0.61% | $2.79亿 | 386.7万股 | $3.26亿 | 453.6万股 | -66.9万股-14.74% | 减仓 |
 德州仪器TXN |
| 0.45% | 0.24% | $2.76亿 | 92.5万股 | $1.28亿 | 65.9万股 | +26.6万股+40.31% | 加仓 |
 思科CSCO |
| 0.45% | 0.28% | $2.75亿 | 234.1万股 | $1.50亿 | 193.8万股 | +40.3万股+20.82% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.07% | $2.68亿 | 89.3万股 | $3,535.9万 | 14.3万股 | +75.0万股+526.03% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.44% | 0.51% | $2.67亿 | 323.3万股 | $2.74亿 | 343.7万股 | -20.4万股-5.94% | 减仓 |
 希捷STX |
| 0.43% | 0.19% | $2.63亿 | 27.3万股 | $1.00亿 | 25.6万股 | +1.7万股+6.72% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.41% | 0.53% | $2.51亿 | 588.1万股 | $2.83亿 | 450.7万股 | +137.4万股+30.49% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.4% | 0.61% | $2.45亿 | 194.1万股 | $3.26亿 | 233.8万股 | -39.8万股-17.00% | 减仓 |
 卡特彼勒CAT |
| 0.4% | 0.31% | $2.42亿 | 22.7万股 | $1.64亿 | 23.1万股 | -4,189股-1.81% | 减仓 |
 好市多COST |
| 0.39% | 0.47% | $2.35亿 | 25.1万股 | $2.51亿 | 25.2万股 | -885股-0.35% | 减仓 |
 林德LIN |
| 0.38% | 0.42% | $2.33亿 | 44.9万股 | $2.27亿 | 45.8万股 | -8,697股-1.90% | 减仓 |
 南方电力SO |
| 0.37% | 0.41% | $2.22亿 | 232.0万股 | $2.18亿 | 225.6万股 | +6.4万股+2.85% | 加仓 |
 PALO ALTOPANW |
| 0.36% | 0.2% | $2.22亿 | 65.1万股 | $1.07亿 | 66.7万股 | -1.6万股-2.42% | 减仓 |
