 英伟达NVDA |
| 5.48% | 5.44% | $824.6万 | 4.1万股 | $742.9万 | 4.3万股 | -1,387股-3.26% | 减仓 |
 苹果AAPL |
| 5.38% | 5.42% | $809.5万 | 2.8万股 | $741.2万 | 2.9万股 | -1,228股-4.20% | 减仓 |
 微软MSFT |
| 4.79% | 5.15% | $721.0万 | 1.9万股 | $703.6万 | 1.9万股 | +321股+1.69% | 加仓 |
 博通AVGO |
| 4.33% | 3.78% | $652.1万 | 1.7万股 | $516.6万 | 1.7万股 | +572股+3.43% | 加仓 |
 亚马逊AMZN |
| 4.24% | 4.51% | $637.7万 | 2.7万股 | $615.9万 | 3.0万股 | -2,816股-9.52% | 减仓 |
 谷歌AGOOGL |
| 3.34% | 2.96% | $503.3万 | 1.4万股 | $405.0万 | 1.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.8% | 2.36% | $421.2万 | 1.2万股 | $322.5万 | 1.1万股 | +679股+6.04% | 加仓 |
 Meta平台META |
| 2.35% | 2.51% | $353.0万 | 6,267股 | $342.5万 | 5,987股 | +280股+4.68% | 加仓 |
 泛林集团LRCX |
| 2.24% | 1.45% | $336.7万 | 7,770股 | $198.2万 | 9,277股 | -1,507股-16.24% | 减仓 |
 美光科技MU |
| 2.24% | — | $336.6万 | 2,916股 | $0 | 0股 | +2,916股 | 新买入 |
 科磊KLAC |
| 2.16% | 1.15% | $324.3万 | 1.1万股 | $157.1万 | 1,067股 | +9,683股+907.50% | 加仓 |
 AMD超威AMD |
| 1.76% | 1.23% | $264.5万 | 4,554股 | $168.1万 | 8,264股 | -3,710股-44.89% | 减仓 |
 应用材料AMAT |
| 1.67% | 1.15% | $251.0万 | 3,471股 | $156.5万 | 4,578股 | -1,107股-24.18% | 减仓 |
 耐克NKE |
| 1.45% | 3.05% | $218.5万 | 5.3万股 | $416.4万 | 7.9万股 | -2.6万股-32.48% | 减仓 |
 礼来LLY |
| 1.42% | — | $214.0万 | 1,784股 | $0 | 0股 | +1,784股 | 新买入 |
 摩根大通JPM |
| 1.31% | 0.46% | $197.3万 | 6,027股 | $62.2万 | 2,114股 | +3,913股+185.10% | 加仓 |
 特斯拉TSLA |
| 1.29% | — | $194.4万 | 4,623股 | $0 | 0股 | +4,623股 | 新买入 |
 甲骨文ORCL |
| 1.21% | 0.89% | $182.2万 | 1.2万股 | $121.8万 | 8,281股 | +4,154股+50.16% | 加仓 |
 英特尔INTC |
| 1.12% | — | $168.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| Q高通QCOM |
| 0.87% | 0.67% | $131.0万 | 7,089股 | $91.3万 | 7,089股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.83% | 0.96% | $125.1万 | 1.3万股 | $131.7万 | 1.3万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.81% | 1.39% | $121.5万 | 1.7万股 | $190.3万 | 2.6万股 | -9,619股-36.36% | 减仓 |
 沃尔玛WMT |
| 0.8% | 0.96% | $119.8万 | 1.1万股 | $131.5万 | 1.1万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.77% | 1.23% | $115.5万 | 2,778股 | $168.0万 | 6,208股 | -3,430股-55.25% | 减仓 |
 赛富时CRM |
| 0.76% | 1% | $114.6万 | 7,316股 | $136.6万 | 7,316股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.74% | — | $111.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 雅培ABT |
| 0.74% | 1.56% | $110.8万 | 1.2万股 | $212.5万 | 2.1万股 | -8,480股-40.98% | 减仓 |
 艾伯维ABBV |
| 0.72% | — | $108.6万 | 4,314股 | $0 | 0股 | +4,314股 | 新买入 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.72% | 2.33% | $108.2万 | 6.1万股 | $318.1万 | 20.3万股 | -14.2万股-69.96% | 减仓 |
 ADOBE COMADBE |
| 0.71% | 0.93% | $106.9万 | 5,212股 | $126.7万 | 5,212股 | 00.00% | 持仓不变 |
 PRICE T ROWE COMTROW |
| 0.7% | — | $106.1万 | 9,331股 | $0 | 0股 | +9,331股 | 新买入 |
 Truist金融TFC |
| 0.66% | 0.34% | $100.0万 | 2.0万股 | $46.3万 | 1.0万股 | +9,987股+99.08% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.66% | 4.57% | $99.8万 | 1.2万股 | $624.6万 | 7.8万股 | -6.6万股-84.60% | 减仓 |
 Elevance健康ELV |
| 0.66% | — | $99.8万 | 2,581股 | $0 | 0股 | +2,581股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.64% | — | $97.0万 | 5,095股 | $0 | 0股 | +5,095股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 0.63% | 0.73% | $94.9万 | 5,803股 | $100.1万 | 5,803股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.63% | — | $94.9万 | 3,715股 | $0 | 0股 | +3,715股 | 新买入 |
| E爱克斯龙EXC |
| 0.61% | 1.25% | $91.3万 | 2.0万股 | $171.0万 | 3.5万股 | -1.5万股-43.83% | 减仓 |
 W.R.伯克利WRB |
| 0.58% | 0.6% | $86.9万 | 1.2万股 | $81.7万 | 1.2万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.57% | — | $86.0万 | 808股 | $0 | 0股 | +808股 | 新买入 |
 保德信金融PRU |
| 0.57% | 0.96% | $86.0万 | 7,964股 | $131.5万 | 1.3万股 | -5,499股-40.85% | 减仓 |
| FFiservFISV |
| 0.57% | 1.63% | $85.8万 | 1.7万股 | $222.4万 | 4.0万股 | -2.2万股-56.10% | 减仓 |
 德文能源DVN |
| 0.57% | 0.53% | $85.4万 | 2.1万股 | $71.8万 | 1.4万股 | +6,395股+44.83% | 加仓 |
 洛克希德马丁LMT |
| 0.56% | — | $84.4万 | 1,657股 | $0 | 0股 | +1,657股 | 新买入 |
 BroadridgeBR |
| 0.54% | — | $80.9万 | 5,909股 | $0 | 0股 | +5,909股 | 新买入 |
 ASSURANTAIZ |
| 0.54% | 0.95% | $80.7万 | 3,004股 | $129.3万 | 5,935股 | -2,931股-49.39% | 减仓 |
 ONEOKOKE |
| 0.53% | 0.61% | $80.4万 | 9,252股 | $83.6万 | 9,252股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.52% | — | $78.5万 | 6,670股 | $0 | 0股 | +6,670股 | 新买入 |
| BBANK OF AMERBAC |
| 0.52% | 0.49% | $77.5万 | 1.4万股 | $66.3万 | 1.4万股 | 00.00% | 持仓不变 |
| BBEST BUYBBY |
| 0.51% | 0.42% | $76.4万 | 1.0万股 | $57.8万 | 9,005股 | +1,066股+11.84% | 加仓 |
