 英伟达NVDA |
| 7.16% | 7.75% | $35.99亿 | 1,798.9万股 | $32.17亿 | 1,844.4万股 | -45.5万股-2.46% | 减仓 |
 苹果AAPL |
| 6.37% | 7.03% | $32.03亿 | 1,107.0万股 | $29.18亿 | 1,149.9万股 | -42.9万股-3.73% | 减仓 |
 亚马逊AMZN |
| 4.96% | 4.85% | $24.95亿 | 1,046.7万股 | $20.12亿 | 966.1万股 | +80.6万股+8.35% | 加仓 |
 微软MSFT |
| 4.2% | 5.02% | $21.11亿 | 566.0万股 | $20.83亿 | 562.8万股 | +3.2万股+0.57% | 加仓 |
 谷歌AGOOGL |
| 3.67% | 3.29% | $18.46亿 | 516.6万股 | $13.66亿 | 475.0万股 | +41.6万股+8.76% | 加仓 |
 博通AVGO |
| 2.46% | 2.4% | $12.35亿 | 327.0万股 | $9.97亿 | 322.0万股 | +4.9万股+1.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.35% | 2.07% | $11.80亿 | 334.0万股 | $8.59亿 | 299.4万股 | +34.6万股+11.55% | 加仓 |
 AMD超威AMD |
| 2.2% | 0.51% | $11.05亿 | 190.3万股 | $2.13亿 | 104.7万股 | +85.6万股+81.69% | 加仓 |
 美光科技MU |
| 2.09% | 0.77% | $10.52亿 | 91.3万股 | $3.21亿 | 95.1万股 | -3.9万股-4.08% | 减仓 |
 Meta平台META |
| 1.87% | 2.21% | $9.38亿 | 166.5万股 | $9.18亿 | 160.4万股 | +6.1万股+3.83% | 加仓 |
 礼来LLY |
| 1.83% | 1.68% | $9.20亿 | 76.7万股 | $6.99亿 | 76.0万股 | +6,940股+0.91% | 加仓 |
 特斯拉TSLA |
| 1.81% | 1.73% | $9.08亿 | 215.8万股 | $7.17亿 | 192.9万股 | +22.9万股+11.86% | 加仓 |
 摩根大通JPM |
| 1.55% | 1.63% | $7.80亿 | 238.1万股 | $6.75亿 | 229.4万股 | +8.7万股+3.81% | 加仓 |
 VisaV |
| 1.19% | 1.3% | $5.98亿 | 174.3万股 | $5.41亿 | 179.1万股 | -4.8万股-2.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.06% | 0.94% | $5.31亿 | 106.1万股 | $3.89亿 | 81.2万股 | +24.9万股+30.62% | 加仓 |
 强生JNJ |
| 1.05% | 1.22% | $5.27亿 | 207.5万股 | $5.07亿 | 207.3万股 | +2,382股+0.11% | 加仓 |
 沃尔玛WMT |
| 0.95% | 0.9% | $4.75亿 | 419.8万股 | $3.72亿 | 299.4万股 | +120.4万股+40.22% | 加仓 |
 泛林集团LRCX |
| 0.82% | 0.54% | $4.13亿 | 95.4万股 | $2.26亿 | 105.6万股 | -10.2万股-9.63% | 减仓 |
 思科CSCO |
| 0.77% | 0.63% | $3.87亿 | 329.1万股 | $2.62亿 | 338.3万股 | -9.2万股-2.71% | 减仓 |
 英特尔INTC |
| 0.76% | 0.27% | $3.83亿 | 274.6万股 | $1.14亿 | 258.1万股 | +16.5万股+6.39% | 加仓 |
 应用材料AMAT |
| 0.72% | 0.4% | $3.59亿 | 49.7万股 | $1.68亿 | 49.1万股 | +5,902股+1.20% | 加仓 |
 联合健康UNH |
| 0.66% | 0.36% | $3.34亿 | 80.3万股 | $1.51亿 | 55.8万股 | +24.5万股+43.95% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.69% | $3.31亿 | 131.7万股 | $2.87亿 | 132.0万股 | -3,400股-0.26% | 减仓 |
 好市多COST |
| 0.66% | 0.81% | $3.30亿 | 35.3万股 | $3.37亿 | 33.8万股 | +1.4万股+4.19% | 加仓 |
 科磊KLAC |
| 0.65% | 0.42% | $3.26亿 | 108.2万股 | $1.72亿 | 11.7万股 | +96.5万股+823.95% | 加仓 |
 林德LIN |
| 0.62% | 0.69% | $3.11亿 | 59.9万股 | $2.85亿 | 57.4万股 | +2.5万股+4.27% | 加仓 |
 帕兰提尔PLTR |
| 0.59% | 0.52% | $2.96亿 | 254.0万股 | $2.14亿 | 146.4万股 | +107.6万股+73.47% | 加仓 |
 可口可乐KO |
| 0.57% | 0.67% | $2.88亿 | 354.1万股 | $2.77亿 | 364.3万股 | -10.1万股-2.78% | 减仓 |
 默沙东MRK |
| 0.55% | 0.52% | $2.77亿 | 215.2万股 | $2.14亿 | 177.9万股 | +37.3万股+20.96% | 加仓 |
 德州仪器TXN |
| 0.54% | 0.34% | $2.71亿 | 90.9万股 | $1.41亿 | 72.4万股 | +18.5万股+25.50% | 加仓 |
 卡特彼勒CAT |
| 0.52% | 0.36% | $2.61亿 | 24.5万股 | $1.48亿 | 20.9万股 | +3.6万股+17.10% | 加仓 |
 万事达MA |
| 0.51% | 0.54% | $2.56亿 | 49.8万股 | $2.26亿 | 45.2万股 | +4.7万股+10.30% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.46% | $2.55亿 | 446.9万股 | $1.91亿 | 392.7万股 | +54.2万股+13.80% | 加仓 |
| C花旗集团C |
| 0.51% | 0.27% | $2.54亿 | 181.5万股 | $1.13亿 | 99.6万股 | +81.9万股+82.27% | 加仓 |
 CHUBB LIMITEDCB |
| 0.48% | 0.55% | $2.42亿 | 71.0万股 | $2.28亿 | 70.0万股 | +9,277股+1.32% | 加仓 |
 GE航空GE |
| 0.48% | 0.5% | $2.42亿 | 64.6万股 | $2.07亿 | 72.9万股 | -8.3万股-11.37% | 减仓 |
| B纽约梅隆银行BK |
| 0.47% | 0.23% | $2.38亿 | 164.2万股 | $9,602.7万 | 80.9万股 | +83.3万股+102.90% | 加仓 |
 宝洁PG |
| 0.47% | 0.58% | $2.37亿 | 161.6万股 | $2.40亿 | 166.5万股 | -4.9万股-2.94% | 减仓 |
 GE VernovaGEV |
| 0.46% | 0.4% | $2.33亿 | 19.9万股 | $1.67亿 | 19.1万股 | +7,091股+3.70% | 加仓 |
 高盛GS |
| 0.45% | 0.51% | $2.28亿 | 22.6万股 | $2.11亿 | 25.0万股 | -2.4万股-9.61% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | 0.28% | $2.25亿 | 52.1万股 | $1.18亿 | 71.9万股 | -19.8万股-27.49% | 减仓 |
 迈威尔MRVL |
| 0.45% | 0.17% | $2.24亿 | 75.4万股 | $7,136.3万 | 72.0万股 | +3.3万股+4.59% | 加仓 |
 安费诺APH |
| 0.45% | 0.36% | $2.24亿 | 127.1万股 | $1.51亿 | 119.6万股 | +7.5万股+6.27% | 加仓 |
 NETFLIXNFLX |
| 0.41% | 0.67% | $2.07亿 | 290.2万股 | $2.77亿 | 288.4万股 | +1.7万股+0.60% | 加仓 |
 雷神技术RTX |
| 0.4% | 0.5% | $2.00亿 | 105.4万股 | $2.09亿 | 108.4万股 | -2.9万股-2.71% | 减仓 |
 甲骨文ORCL |
| 0.38% | 0.45% | $1.89亿 | 128.8万股 | $1.87亿 | 127.4万股 | +1.4万股+1.14% | 加仓 |
 摩根士丹利MS |
| 0.36% | 0.34% | $1.81亿 | 86.4万股 | $1.40亿 | 84.9万股 | +1.5万股+1.82% | 加仓 |
 西部数据WDC |
| 0.36% | 0.21% | $1.80亿 | 28.2万股 | $8,761.4万 | 32.4万股 | -4.2万股-12.84% | 减仓 |
 家得宝HD |
| 0.36% | 0.42% | $1.79亿 | 50.8万股 | $1.73亿 | 52.6万股 | -1.8万股-3.45% | 减仓 |
 西方石油OXY |
| 0.35% | 0.01% | $1.74亿 | 358.7万股 | $246.2万 | 3.8万股 | +355.0万股+9,370.48% | 加仓 |
