 英伟达NVDA |
| 9.01% | 8.95% | $42.12亿 | 2,105.0万股 | $34.70亿 | 1,989.9万股 | +115.1万股+5.78% | 加仓 |
 博通AVGO |
| 4.35% | 4.6% | $20.34亿 | 538.5万股 | $17.85亿 | 576.8万股 | -38.3万股-6.64% | 减仓 |
 苹果AAPL |
| 4.29% | 4.63% | $20.04亿 | 692.6万股 | $17.97亿 | 707.9万股 | -15.4万股-2.17% | 减仓 |
 微软MSFT |
| 3.08% | 3.82% | $14.39亿 | 385.8万股 | $14.80亿 | 399.9万股 | -14.1万股-3.53% | 减仓 |
 美光科技MU |
| 3% | 0.88% | $14.00亿 | 121.3万股 | $3.40亿 | 100.7万股 | +20.6万股+20.49% | 加仓 |
 谷歌AGOOGL |
| 2.72% | 2.44% | $12.73亿 | 356.1万股 | $9.45亿 | 328.8万股 | +27.3万股+8.31% | 加仓 |
 亚马逊AMZN |
| 2.53% | 2.53% | $11.80亿 | 495.0万股 | $9.81亿 | 471.1万股 | +23.9万股+5.08% | 加仓 |
 应用材料AMAT |
| 1.96% | 1.06% | $9.18亿 | 127.0万股 | $4.09亿 | 119.7万股 | +7.3万股+6.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.88% | $8.38亿 | 237.3万股 | $7.28亿 | 253.8万股 | -16.5万股-6.50% | 减仓 |
 Meta平台META |
| 1.22% | 1.54% | $5.68亿 | 100.9万股 | $5.98亿 | 104.4万股 | -3.6万股-3.40% | 减仓 |
 特斯拉TSLA |
| 1.13% | 1.18% | $5.29亿 | 125.7万股 | $4.56亿 | 122.6万股 | +3.1万股+2.54% | 加仓 |
 AMD超威AMD |
| 1.03% | 0.36% | $4.83亿 | 83.2万股 | $1.40亿 | 68.7万股 | +14.5万股+21.12% | 加仓 |
 礼来LLY |
| 1.03% | 0.9% | $4.83亿 | 40.3万股 | $3.50亿 | 38.1万股 | +2.2万股+5.77% | 加仓 |
 科磊KLAC |
| 1.01% | 0.77% | $4.71亿 | 156.1万股 | $3.00亿 | 20.4万股 | +135.7万股+665.76% | 加仓 |
 摩根大通JPM |
| 0.9% | 0.93% | $4.20亿 | 128.4万股 | $3.61亿 | 122.8万股 | +5.6万股+4.54% | 加仓 |
| AASTERA LABSALAB |
| 0.88% | 0.13% | $4.12亿 | 85.2万股 | $4,938.9万 | 45.1万股 | +40.2万股+89.14% | 加仓 |
 卡特彼勒CAT |
| 0.82% | 0.66% | $3.85亿 | 36.1万股 | $2.57亿 | 36.3万股 | -1,352股-0.37% | 减仓 |
 万事达MA |
| 0.8% | 0.88% | $3.73亿 | 72.6万股 | $3.42亿 | 68.5万股 | +4.1万股+5.93% | 加仓 |
 思科CSCO |
| 0.78% | 0.73% | $3.63亿 | 309.5万股 | $2.85亿 | 366.9万股 | -57.4万股-15.65% | 减仓 |
 WELLTOWER COMWELL |
| 0.69% | 0.7% | $3.24亿 | 142.9万股 | $2.70亿 | 136.6万股 | +6.3万股+4.60% | 加仓 |
 强生JNJ |
| 0.69% | 0.8% | $3.20亿 | 126.1万股 | $3.10亿 | 126.9万股 | -7,998股-0.63% | 减仓 |
| TTERADYNETER |
| 0.62% | 0.24% | $2.90亿 | 60.0万股 | $9,490.2万 | 32.0万股 | +28.0万股+87.52% | 加仓 |
 英特尔INTC |
| 0.6% | 0.22% | $2.79亿 | 200.0万股 | $8,551.5万 | 193.8万股 | +6.2万股+3.22% | 加仓 |
| Q高通QCOM |
| 0.6% | 0.15% | $2.79亿 | 150.9万股 | $5,740.5万 | 44.6万股 | +106.3万股+238.53% | 加仓 |
 沃尔玛WMT |
| 0.6% | 0.77% | $2.79亿 | 246.0万股 | $2.99亿 | 240.9万股 | +5.1万股+2.10% | 加仓 |
 VisaV |
| 0.59% | 0.61% | $2.76亿 | 80.4万股 | $2.38亿 | 78.7万股 | +1.8万股+2.27% | 加仓 |
 泛林集团LRCX |
| 0.58% | 0.33% | $2.71亿 | 62.6万股 | $1.27亿 | 59.6万股 | +3.0万股+5.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.62% | $2.66亿 | 53.1万股 | $2.42亿 | 50.5万股 | +2.6万股+5.12% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.95% | $2.61亿 | 191.1万股 | $3.70亿 | 218.0万股 | -26.9万股-12.34% | 减仓 |
 艾伯维ABBV |
| 0.55% | 0.57% | $2.57亿 | 102.0万股 | $2.23亿 | 102.5万股 | -4,422股-0.43% | 减仓 |
| PPROLOGIS COMPLD |
| 0.54% | 0.6% | $2.51亿 | 185.6万股 | $2.34亿 | 176.8万股 | +8.8万股+4.95% | 加仓 |
 PROGRESSIVEPGR |
| 0.53% | 0.57% | $2.46亿 | 112.5万股 | $2.21亿 | 111.6万股 | +9,282股+0.83% | 加仓 |
 联合健康UNH |
| 0.5% | 0.34% | $2.34亿 | 56.4万股 | $1.33亿 | 49.3万股 | +7.1万股+14.42% | 加仓 |
 默沙东MRK |
| 0.49% | 0.49% | $2.28亿 | 177.6万股 | $1.90亿 | 158.0万股 | +19.7万股+12.44% | 加仓 |
 西部数据WDC |
| 0.49% | 0.36% | $2.28亿 | 35.7万股 | $1.38亿 | 50.9万股 | -15.2万股-29.93% | 减仓 |
 NETFLIXNFLX |
| 0.48% | 0.75% | $2.22亿 | 311.3万股 | $2.91亿 | 302.6万股 | +8.7万股+2.87% | 加仓 |
 好市多COST |
| 0.45% | 0.64% | $2.08亿 | 22.3万股 | $2.47亿 | 24.8万股 | -2.5万股-10.15% | 减仓 |
 EquinixEQIX |
| 0.44% | 0.48% | $2.07亿 | 19.9万股 | $1.87亿 | 19.1万股 | +8,255股+4.33% | 加仓 |
 宝洁PG |
| 0.41% | 0.47% | $1.90亿 | 129.6万股 | $1.84亿 | 127.2万股 | +2.4万股+1.92% | 加仓 |
 希捷STX |
| 0.4% | 0.09% | $1.86亿 | 19.3万股 | $3,446.2万 | 8.8万股 | +10.5万股+119.10% | 加仓 |
 家得宝HD |
| 0.39% | 0.43% | $1.83亿 | 51.9万股 | $1.68亿 | 51.0万股 | +8,629股+1.69% | 加仓 |
 可口可乐KO |
| 0.38% | 0.44% | $1.76亿 | 216.9万股 | $1.70亿 | 223.7万股 | -6.8万股-3.04% | 减仓 |
| N新纪元能源NEE |
| 0.37% | 0.43% | $1.74亿 | 197.7万股 | $1.69亿 | 181.4万股 | +16.3万股+9.00% | 加仓 |
 雪佛龙CVX |
| 0.36% | 0.57% | $1.67亿 | 100.7万股 | $2.19亿 | 106.1万股 | -5.4万股-5.10% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.36% | 0.3% | $1.66亿 | 41.8万股 | $1.16亿 | 36.6万股 | +5.2万股+14.33% | 加仓 |
 林德LIN |
| 0.35% | 0.41% | $1.62亿 | 31.2万股 | $1.60亿 | 32.3万股 | -1.1万股-3.26% | 减仓 |
| T赛默飞世尔TMO |
| 0.34% | 0.41% | $1.61亿 | 32.1万股 | $1.57亿 | 32.0万股 | +1,215股+0.38% | 加仓 |
 GE VernovaGEV |
| 0.34% | 0.3% | $1.60亿 | 13.7万股 | $1.16亿 | 13.3万股 | +3,148股+2.36% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.34% | 0.17% | $1.58亿 | 36.6万股 | $6,726.1万 | 41.0万股 | -4.4万股-10.71% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.33% | 0.38% | $1.56亿 | 86.4万股 | $1.48亿 | 89.3万股 | -3.0万股-3.34% | 减仓 |
