 英伟达NVDA |
| 6.43% | 6.41% | $5.96亿 | 297.8万股 | $4.85亿 | 278.3万股 | +19.6万股+7.03% | 加仓 |
 苹果AAPL |
| 5.64% | 5.63% | $5.23亿 | 180.6万股 | $4.27亿 | 168.1万股 | +12.5万股+7.43% | 加仓 |
 微软MSFT |
| 3.68% | 4.15% | $3.41亿 | 91.3万股 | $3.15亿 | 85.0万股 | +6.3万股+7.41% | 加仓 |
 亚马逊AMZN |
| 3.1% | 3.08% | $2.87亿 | 120.4万股 | $2.33亿 | 111.9万股 | +8.5万股+7.60% | 加仓 |
 谷歌AGOOGL |
| 2.78% | 2.53% | $2.58亿 | 72.1万股 | $1.92亿 | 66.7万股 | +5.4万股+8.15% | 加仓 |
 博通AVGO |
| 2.37% | 2.22% | $2.20亿 | 58.2万股 | $1.68亿 | 54.3万股 | +3.9万股+7.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.22% | 2.03% | $2.05亿 | 58.1万股 | $1.54亿 | 53.5万股 | +4.6万股+8.53% | 加仓 |
 美光科技MU |
| 1.73% | 0.57% | $1.60亿 | 13.9万股 | $4,353.8万 | 12.9万股 | +9,781股+7.59% | 加仓 |
 BLUE OWL CAP CORPOBDC |
| 1.71% | 2.19% | $1.58亿 | 1,456.9万股 | $1.66亿 | 1,496.9万股 | -40.0万股-2.67% | 减仓 |
 Meta平台META |
| 1.64% | 1.89% | $1.52亿 | 27.0万股 | $1.43亿 | 25.0万股 | +2.0万股+7.84% | 加仓 |
 特斯拉TSLA |
| 1.57% | 1.58% | $1.46亿 | 34.6万股 | $1.20亿 | 32.2万股 | +2.4万股+7.47% | 加仓 |
 礼来LLY |
| 1.26% | 1.1% | $1.17亿 | 9.7万股 | $8,344.5万 | 9.1万股 | +6,543股+7.21% | 加仓 |
 AMD超威AMD |
| 1.26% | 0.5% | $1.16亿 | 20.0万股 | $3,797.8万 | 18.7万股 | +1.4万股+7.37% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.33% | $1.13亿 | 22.5万股 | $1.01亿 | 21.0万股 | +1.5万股+7.36% | 加仓 |
 摩根大通JPM |
| 1.16% | 1.2% | $1.08亿 | 32.9万股 | $9,082.8万 | 30.9万股 | +2.1万股+6.71% | 加仓 |
 英特尔INTC |
| 0.88% | 0.31% | $8,109.9万 | 58.1万股 | $2,372.7万 | 53.8万股 | +4.3万股+8.03% | 加仓 |
 强生JNJ |
| 0.81% | 0.89% | $7,517.2万 | 29.6万股 | $6,747.3万 | 27.6万股 | +2.0万股+7.23% | 加仓 |
 应用材料AMAT |
| 0.76% | 0.41% | $7,054.0万 | 9.8万股 | $3,107.1万 | 9.1万股 | +6,660股+7.33% | 加仓 |
 VisaV |
| 0.76% | 0.77% | $7,002.9万 | 20.4万股 | $5,819.8万 | 19.3万股 | +1.2万股+6.00% | 加仓 |
 埃克森美孚XOM |
| 0.75% | 1.07% | $6,968.9万 | 51.0万股 | $8,118.2万 | 47.9万股 | +3.1万股+6.52% | 加仓 |
 泛林集团LRCX |
| 0.72% | 0.4% | $6,663.1万 | 15.4万股 | $3,055.0万 | 14.3万股 | +1.1万股+7.54% | 加仓 |
 沃尔玛WMT |
| 0.66% | 0.82% | $6,105.3万 | 53.9万股 | $6,238.6万 | 50.2万股 | +3.7万股+7.39% | 加仓 |
 卡特彼勒CAT |
| 0.65% | 0.5% | $6,030.5万 | 5.7万股 | $3,778.1万 | 5.3万股 | +3,301股+6.19% | 加仓 |
 思科CSCO |
| 0.62% | 0.46% | $5,704.1万 | 48.6万股 | $3,510.3万 | 45.2万股 | +3.3万股+7.34% | 加仓 |
 艾伯维ABBV |
| 0.59% | 0.58% | $5,466.6万 | 21.7万股 | $4,401.5万 | 20.2万股 | +1.5万股+7.34% | 加仓 |
 好市多COST |
| 0.55% | 0.67% | $5,103.5万 | 5.5万股 | $5,070.0万 | 5.1万股 | +3,673股+7.22% | 加仓 |
 万事达MA |
| 0.55% | 0.62% | $5,095.7万 | 9.9万股 | $4,661.8万 | 9.3万股 | +5,915股+6.34% | 加仓 |
 科磊KLAC |
| 0.52% | 0.29% | $4,843.7万 | 16.1万股 | $2,209.9万 | 1.5万股 | +14.6万股+969.62% | 加仓 |
 GE航空GE |
| 0.52% | 0.45% | $4,792.4万 | 12.8万股 | $3,408.4万 | 12.0万股 | +8,119股+6.76% | 加仓 |
 联合健康UNH |
| 0.5% | 0.37% | $4,642.6万 | 11.2万股 | $2,804.4万 | 10.4万股 | +8,062股+7.78% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.49% | $4,574.6万 | 80.3万股 | $3,704.7万 | 76.0万股 | +4.3万股+5.65% | 加仓 |
 家得宝HD |
| 0.47% | 0.49% | $4,317.6万 | 12.2万股 | $3,747.0万 | 11.4万股 | +8,494股+7.46% | 加仓 |
 宝洁PG |
| 0.45% | 0.51% | $4,199.4万 | 28.6万股 | $3,845.3万 | 26.6万股 | +2.0万股+7.57% | 加仓 |
| SSANDISK COMSNDK |
| 0.45% | 0.14% | $4,137.7万 | 1.8万股 | $1,073.8万 | 1.7万股 | +1,297股+7.67% | 加仓 |
 默沙东MRK |
| 0.42% | 0.45% | $3,902.3万 | 30.4万股 | $3,419.0万 | 28.4万股 | +1.9万股+6.85% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.36% | $3,882.0万 | 3.3万股 | $2,697.0万 | 3.1万股 | +2,145股+6.94% | 加仓 |
 可口可乐KO |
| 0.42% | 0.44% | $3,869.2万 | 47.6万股 | $3,371.3万 | 44.3万股 | +3.3万股+7.40% | 加仓 |
 雪佛龙CVX |
| 0.41% | 0.59% | $3,815.3万 | 23.0万股 | $4,440.6万 | 21.5万股 | +1.6万股+7.24% | 加仓 |
 NETFLIXNFLX |
| 0.4% | 0.61% | $3,696.7万 | 51.8万股 | $4,649.3万 | 48.4万股 | +3.4万股+7.07% | 加仓 |
 高盛GS |
| 0.4% | 0.38% | $3,668.6万 | 3.6万股 | $2,908.4万 | 3.4万股 | +1,895股+5.51% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.37% | 0.39% | $3,466.2万 | 19.2万股 | $2,947.0万 | 17.8万股 | +1.3万股+7.50% | 加仓 |
 PALO ALTOPANW |
| 0.37% | 0.2% | $3,402.9万 | 10.0万股 | $1,483.4万 | 9.3万股 | +7,262股+7.85% | 加仓 |
 德州仪器TXN |
| 0.36% | 0.27% | $3,336.1万 | 11.2万股 | $2,017.9万 | 10.4万股 | +7,982股+7.68% | 加仓 |
 帕兰提尔PLTR |
| 0.36% | 0.5% | $3,293.2万 | 28.2万股 | $3,825.7万 | 26.2万股 | +2.1万股+7.93% | 加仓 |
| IIBMIBM |
| 0.35% | 0.34% | $3,249.4万 | 11.6万股 | $2,593.4万 | 10.7万股 | +8,558股+8.00% | 加仓 |
 迈威尔MRVL |
| 0.35% | — | $3,207.2万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 雷神技术RTX |
| 0.34% | 0.39% | $3,140.2万 | 16.6万股 | $2,965.0万 | 15.4万股 | +1.2万股+7.68% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.34% | 0.37% | $3,109.6万 | 37.6万股 | $2,819.4万 | 35.4万股 | +2.2万股+6.25% | 加仓 |
 摩根士丹利MS |
| 0.33% | 0.3% | $3,081.2万 | 14.7万股 | $2,268.4万 | 13.8万股 | +9,559股+6.93% | 加仓 |
 甲骨文ORCL |
| 0.33% | 0.38% | $3,057.2万 | 20.9万股 | $2,856.5万 | 19.4万股 | +1.4万股+7.44% | 加仓 |
