 英伟达NVDA |
| 7.65% | 7.95% | $37.75亿 | 1,886.5万股 | $30.29亿 | 1,736.8万股 | +149.7万股+8.62% | 加仓 |
 微软MSFT |
| 4.84% | 5.82% | $23.87亿 | 640.0万股 | $22.17亿 | 598.8万股 | +41.2万股+6.88% | 加仓 |
 谷歌AGOOGL |
| 4.81% | 3.92% | $23.74亿 | 664.3万股 | $14.92亿 | 518.7万股 | +145.6万股+28.06% | 加仓 |
 苹果AAPL |
| 3.86% | 4.66% | $19.03亿 | 657.8万股 | $17.76亿 | 699.6万股 | -41.8万股-5.97% | 减仓 |
 博通AVGO |
| 3.26% | 3.71% | $16.07亿 | 425.5万股 | $14.15亿 | 457.0万股 | -31.6万股-6.91% | 减仓 |
 亚马逊AMZN |
| 3.22% | 3.39% | $15.90亿 | 667.1万股 | $12.93亿 | 620.8万股 | +46.3万股+7.46% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.61% | 3.27% | $12.85亿 | 172.1万股 | $12.44亿 | 191.2万股 | -19.1万股-10.01% | 减仓 |
 美光科技MU |
| 2.43% | 1.23% | $11.98亿 | 103.8万股 | $4.68亿 | 138.6万股 | -34.8万股-25.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.22% | 1.6% | $10.95亿 | 310.0万股 | $6.09亿 | 212.4万股 | +97.6万股+45.95% | 加仓 |
 摩根大通JPM |
| 2.03% | 2.13% | $9.99亿 | 305.3万股 | $8.13亿 | 276.2万股 | +29.1万股+10.53% | 加仓 |
 Meta平台META |
| 1.88% | 2.04% | $9.29亿 | 164.9万股 | $7.77亿 | 135.8万股 | +29.1万股+21.42% | 加仓 |
 特斯拉TSLA |
| 1.76% | 1.49% | $8.70亿 | 206.9万股 | $5.66亿 | 152.3万股 | +54.6万股+35.86% | 加仓 |
| V先锋领航指数基金VOO |
| 1.69% | 1.83% | $8.34亿 | 113.2万股 | $6.98亿 | 121.0万股 | -7.8万股-6.44% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.65% | 2.34% | $8.12亿 | 1,043.7万股 | $8.93亿 | 981.3万股 | +62.4万股+6.36% | 加仓 |
 阿斯利康AZN |
| 1.42% | 1.54% | $7.00亿 | 369.4万股 | $5.87亿 | 297.8万股 | +71.7万股+24.07% | 加仓 |
 AMD超威AMD |
| 1.35% | 0.45% | $6.65亿 | 114.5万股 | $1.71亿 | 84.0万股 | +30.5万股+36.27% | 加仓 |
 台积电TSM |
| 1.32% | 0.99% | $6.49亿 | 135.9万股 | $3.78亿 | 111.7万股 | +24.2万股+21.65% | 加仓 |
 应用材料AMAT |
| 1.13% | 0.82% | $5.56亿 | 76.8万股 | $3.10亿 | 90.8万股 | -14.0万股-15.39% | 减仓 |
 联合健康UNH |
| 1.07% | 0.91% | $5.29亿 | 127.2万股 | $3.46亿 | 127.7万股 | -5,111股-0.40% | 减仓 |
 礼来LLY |
| 1.05% | 0.84% | $5.20亿 | 43.4万股 | $3.22亿 | 35.0万股 | +8.4万股+23.95% | 加仓 |
 万事达MA |
| 1.04% | 1.36% | $5.15亿 | 100.3万股 | $5.17亿 | 103.5万股 | -3.2万股-3.11% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.04% | 1.41% | $5.15亿 | 171.3万股 | $5.36亿 | 216.0万股 | -44.7万股-20.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 1.12% | $4.48亿 | 89.6万股 | $4.25亿 | 88.8万股 | +7,946股+0.89% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.79% | 0.81% | $3.88亿 | 97.8万股 | $3.08亿 | 96.8万股 | +9,980股+1.03% | 加仓 |
 NETFLIXNFLX |
| 0.74% | 0.91% | $3.66亿 | 512.4万股 | $3.45亿 | 359.1万股 | +153.3万股+42.69% | 加仓 |
 思科CSCO |
| 0.65% | 0.48% | $3.19亿 | 272.0万股 | $1.85亿 | 237.9万股 | +34.0万股+14.31% | 加仓 |
| BBANK OF AMERBAC |
| 0.63% | 0.47% | $3.11亿 | 545.6万股 | $1.80亿 | 369.2万股 | +176.4万股+47.77% | 加仓 |
 家得宝HD |
| 0.55% | 0.23% | $2.73亿 | 77.5万股 | $8,643.5万 | 26.3万股 | +51.3万股+195.01% | 加仓 |
 泛林集团LRCX |
| 0.54% | 0.25% | $2.68亿 | 61.8万股 | $9,498.4万 | 44.5万股 | +17.3万股+39.01% | 加仓 |
 英特尔INTC |
| 0.54% | 0.2% | $2.65亿 | 189.8万股 | $7,639.2万 | 173.1万股 | +16.7万股+9.65% | 加仓 |
 艾伯维ABBV |
| 0.54% | 0.54% | $2.64亿 | 105.0万股 | $2.07亿 | 95.3万股 | +9.7万股+10.18% | 加仓 |
 PALO ALTOPANW |
| 0.5% | 0.35% | $2.47亿 | 72.4万股 | $1.33亿 | 83.1万股 | -10.7万股-12.93% | 减仓 |
 VisaV |
| 0.49% | 0.5% | $2.41亿 | 70.3万股 | $1.91亿 | 63.3万股 | +7.0万股+11.01% | 加仓 |
 甲骨文ORCL |
| 0.47% | 0.67% | $2.30亿 | 157.0万股 | $2.53亿 | 172.2万股 | -15.1万股-8.79% | 减仓 |
 迈威尔MRVL |
| 0.46% | 0.09% | $2.26亿 | 75.9万股 | $3,354.4万 | 33.9万股 | +42.0万股+124.09% | 加仓 |
 GE航空GE |
| 0.45% | 0.12% | $2.21亿 | 59.2万股 | $4,384.7万 | 15.5万股 | +43.8万股+283.24% | 加仓 |
 帕兰提尔PLTR |
| 0.44% | 0.58% | $2.18亿 | 186.6万股 | $2.23亿 | 152.2万股 | +34.4万股+22.62% | 加仓 |
 高盛GS |
| 0.44% | 0.25% | $2.15亿 | 21.3万股 | $9,348.4万 | 11.1万股 | +10.2万股+92.35% | 加仓 |
 沃尔玛WMT |
| 0.41% | 0.5% | $2.01亿 | 177.1万股 | $1.91亿 | 153.6万股 | +23.5万股+15.33% | 加仓 |
 强生JNJ |
| 0.39% | 0.33% | $1.94亿 | 76.4万股 | $1.25亿 | 51.2万股 | +25.2万股+49.20% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.39% | 0.33% | $1.92亿 | 100.9万股 | $1.24亿 | 93.5万股 | +7.5万股+7.97% | 加仓 |
 安费诺APH |
| 0.36% | 0.17% | $1.79亿 | 101.4万股 | $6,457.4万 | 51.1万股 | +50.2万股+98.31% | 加仓 |
 GE VernovaGEV |
| 0.36% | 0.17% | $1.78亿 | 15.2万股 | $6,548.8万 | 7.5万股 | +7.7万股+102.36% | 加仓 |
| SSANDISK COMSNDK |
| 0.36% | 0.08% | $1.75亿 | 7.7万股 | $3,066.8万 | 4.8万股 | +2.9万股+59.90% | 加仓 |
 宝洁PG |
| 0.35% | 0.21% | $1.71亿 | 116.7万股 | $8,087.4万 | 56.0万股 | +60.8万股+108.51% | 加仓 |
 赛富时CRM |
| 0.34% | 0.61% | $1.66亿 | 105.9万股 | $2.31亿 | 124.0万股 | -18.1万股-14.59% | 减仓 |
 FERROVIAL NV ORD SHSFER |
| 0.34% | 0.46% | $1.66亿 | 241.7万股 | $1.75亿 | 268.5万股 | -26.8万股-9.97% | 减仓 |
 优步UBER |
| 0.33% | 0.44% | $1.65亿 | 228.9万股 | $1.68亿 | 233.7万股 | -4.8万股-2.06% | 减仓 |
 科磊KLAC |
| 0.32% | 0.16% | $1.57亿 | 52.1万股 | $5,964.3万 | 4.1万股 | +48.1万股+1,186.31% | 加仓 |
 可口可乐KO |
| 0.31% | 0.3% | $1.55亿 | 191.0万股 | $1.14亿 | 149.8万股 | +41.2万股+27.50% | 加仓 |
