 博通AVGO |
| 8.1% | 8.31% | $1.58亿 | 41.9万股 | $1.36亿 | 44.0万股 | -2.2万股-4.89% | 减仓 |
 英伟达NVDA |
| 7.56% | 8.05% | $1.47亿 | 73.7万股 | $1.32亿 | 75.6万股 | -1.9万股-2.57% | 减仓 |
 苹果AAPL |
| 5.91% | 6.3% | $1.15亿 | 39.9万股 | $1.03亿 | 40.7万股 | -7,838股-1.93% | 减仓 |
 美光科技MU |
| 4.64% | 1.68% | $9,049.2万 | 7.8万股 | $2,752.6万 | 8.1万股 | -3,079股-3.78% | 减仓 |
 QUANTA SVCSPWR |
| 4.23% | 3.98% | $8,251.9万 | 11.5万股 | $6,526.0万 | 11.9万股 | -4,263股-3.59% | 减仓 |
 PALO ALTOPANW |
| 3.92% | 2.18% | $7,656.7万 | 22.5万股 | $3,570.7万 | 22.3万股 | +1,799股+0.81% | 加仓 |
 微软MSFT |
| 3.07% | 3.63% | $5,989.7万 | 16.1万股 | $5,949.9万 | 16.1万股 | -161股-0.10% | 减仓 |
 谷歌AGOOGL |
| 2.88% | 2.74% | $5,621.0万 | 15.7万股 | $4,487.7万 | 15.6万股 | +1,226股+0.79% | 加仓 |
 亚马逊AMZN |
| 2.82% | 2.91% | $5,500.9万 | 23.1万股 | $4,768.1万 | 22.9万股 | +1,863股+0.81% | 加仓 |
 艾伯维ABBV |
| 2.2% | 2.25% | $4,294.7万 | 17.1万股 | $3,693.3万 | 17.0万股 | +855股+0.50% | 加仓 |
 IRON MTN DEL COMIRM |
| 2.05% | 1.97% | $3,997.3万 | 31.6万股 | $3,225.8万 | 31.6万股 | +648股+0.21% | 加仓 |
 VisaV |
| 2.04% | 2.11% | $3,972.0万 | 11.6万股 | $3,457.4万 | 11.4万股 | +1,377股+1.20% | 加仓 |
 摩根大通JPM |
| 1.99% | 2.1% | $3,880.6万 | 11.9万股 | $3,439.2万 | 11.7万股 | +1,636股+1.40% | 加仓 |
 好市多COST |
| 1.95% | 2.45% | $3,813.2万 | 4.1万股 | $4,015.3万 | 4.0万股 | +466股+1.16% | 加仓 |
 台积电TSM |
| 1.87% | 1.5% | $3,658.5万 | 7.7万股 | $2,454.8万 | 7.3万股 | +3,967股+5.46% | 加仓 |
 思科CSCO |
| 1.84% | 1.44% | $3,588.9万 | 30.6万股 | $2,354.3万 | 30.3万股 | +2,118股+0.70% | 加仓 |
 威廉姆斯WMB |
| 1.75% | 2.02% | $3,424.3万 | 46.1万股 | $3,305.1万 | 45.4万股 | +6,509股+1.43% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.67% | 1.67% | $3,263.9万 | 9.2万股 | $2,733.6万 | 9.5万股 | -2,918股-3.06% | 减仓 |
 CrowdStrikeCRWD |
| 1.64% | 0.97% | $3,194.1万 | 4.2万股 | $1,596.1万 | 4.1万股 | +973股+2.38% | 加仓 |
 黑石集团BX |
| 1.51% | 1.76% | $2,937.1万 | 25.0万股 | $2,886.3万 | 25.1万股 | -1,400股-0.56% | 减仓 |
 伊顿ETN |
| 1.39% | 1.36% | $2,715.3万 | 6.4万股 | $2,222.5万 | 6.2万股 | +1,583股+2.55% | 加仓 |
 MAIN STR CAPMAIN |
| 1.33% | 1.57% | $2,588.8万 | 49.9万股 | $2,566.4万 | 48.5万股 | +1.4万股+2.97% | 加仓 |
| KKKR & COMKKR |
| 1.23% | 1.49% | $2,404.9万 | 26.2万股 | $2,447.1万 | 26.5万股 | -2,523股-0.95% | 减仓 |
 沃尔玛WMT |
| 1.17% | 1.44% | $2,283.9万 | 20.2万股 | $2,360.9万 | 19.0万股 | +1.2万股+6.15% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.15% | 1.31% | $2,250.4万 | 8.6万股 | $2,145.2万 | 8.7万股 | -416股-0.48% | 减仓 |
 迈威尔MRVL |
| 1.15% | 0.45% | $2,249.9万 | 7.6万股 | $734.6万 | 7.4万股 | +1,367股+1.84% | 加仓 |
 雷神技术RTX |
| 1.12% | 1.3% | $2,176.6万 | 11.5万股 | $2,125.2万 | 11.0万股 | +4,547股+4.13% | 加仓 |
 EquinixEQIX |
| 1.09% | 1.22% | $2,124.4万 | 2.0万股 | $1,994.3万 | 2.0万股 | +35股+0.17% | 加仓 |
| IIBMIBM |
| 1.07% | 1.05% | $2,079.2万 | 7.4万股 | $1,716.3万 | 7.1万股 | +3,132股+4.42% | 加仓 |
 家得宝HD |
| 1.06% | 1.19% | $2,072.0万 | 5.9万股 | $1,954.2万 | 5.9万股 | -667股-1.12% | 减仓 |
 高盛GS |
| 1.06% | 1.06% | $2,064.2万 | 2.0万股 | $1,735.8万 | 2.1万股 | -108股-0.53% | 减仓 |
 万事达MA |
| 1.03% | 1.18% | $2,012.3万 | 3.9万股 | $1,930.2万 | 3.9万股 | +549股+1.42% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.93% | 0.41% | $1,811.8万 | 4.2万股 | $664.0万 | 4.0万股 | +1,538股+3.80% | 加仓 |
 埃克森美孚XOM |
| 0.92% | 1.34% | $1,798.3万 | 13.2万股 | $2,204.0万 | 13.0万股 | +1,627股+1.25% | 加仓 |
| C花旗集团C |
| 0.91% | 0.85% | $1,780.8万 | 12.7万股 | $1,388.8万 | 12.2万股 | +4,776股+3.90% | 加仓 |
 艾默生电气EMR |
| 0.9% | 0.96% | $1,746.6万 | 12.2万股 | $1,566.6万 | 12.0万股 | +2,443股+2.04% | 加仓 |
 礼来LLY |
| 0.86% | 0.73% | $1,681.1万 | 1.4万股 | $1,195.9万 | 1.3万股 | +1,014股+7.80% | 加仓 |
 GE VernovaGEV |
| 0.76% | 0.51% | $1,492.5万 | 1.3万股 | $828.0万 | 9,485股 | +3,218股+33.93% | 加仓 |
 甲骨文ORCL |
| 0.68% | 0.81% | $1,323.6万 | 9.0万股 | $1,319.4万 | 9.0万股 | +627股+0.70% | 加仓 |
 康明斯CMI |
| 0.66% | 0.57% | $1,288.4万 | 1.8万股 | $933.3万 | 1.7万股 | +717股+4.13% | 加仓 |
 Phillips 66PSX |
| 0.66% | 0.84% | $1,287.5万 | 7.6万股 | $1,372.2万 | 7.5万股 | +840股+1.12% | 加仓 |
 壳牌SHEL |
| 0.63% | 0.88% | $1,227.1万 | 15.8万股 | $1,444.7万 | 15.5万股 | +2,910股+1.87% | 加仓 |
 可口可乐KO |
| 0.63% | 0.68% | $1,225.1万 | 15.1万股 | $1,106.5万 | 14.6万股 | +5,242股+3.60% | 加仓 |
 雪佛龙CVX |
| 0.62% | 0.9% | $1,212.8万 | 7.3万股 | $1,468.4万 | 7.1万股 | +2,192股+3.09% | 加仓 |
 强生JNJ |
| 0.47% | 0.48% | $920.1万 | 3.6万股 | $792.2万 | 3.2万股 | +3,821股+11.79% | 加仓 |
 贝莱德·INC COMBLK |
| 0.45% | 0.52% | $871.1万 | 9,059股 | $848.2万 | 8,819股 | +240股+2.72% | 加仓 |
 AMGEN COMAMGN |
| 0.41% | 0.48% | $803.5万 | 2.2万股 | $794.3万 | 2.3万股 | -387股-1.71% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 0.41% | 0.47% | $793.2万 | 4.4万股 | $766.0万 | 4.3万股 | +1,663股+3.91% | 加仓 |
 马拉松石油MPC |
| 0.39% | 0.47% | $753.4万 | 2.9万股 | $766.2万 | 3.1万股 | -1,909股-6.08% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.38% | 0.48% | $742.5万 | 20.2万股 | $787.4万 | 20.8万股 | -6,107股-2.93% | 减仓 |
