 英伟达NVDA |
| 5% | 4.93% | $304.51亿 | 1.52亿股 | $268.18亿 | 1.54亿股 | -158.6万股-1.03% | 减仓 |
 苹果AAPL |
| 4.2% | 4.3% | $255.81亿 | 8,840.4万股 | $233.91亿 | 9,216.8万股 | -376.4万股-4.08% | 减仓 |
 微软MSFT |
| 3.27% | 3.52% | $199.47亿 | 5,347.4万股 | $191.23亿 | 5,165.9万股 | +181.5万股+3.51% | 加仓 |
 亚马逊AMZN |
| 2.68% | 2.56% | $163.41亿 | 6,856.3万股 | $139.40亿 | 6,693.1万股 | +163.3万股+2.44% | 加仓 |
 谷歌AGOOGL |
| 2.3% | 2.12% | $140.15亿 | 3,921.8万股 | $115.35亿 | 4,011.5万股 | -89.7万股-2.24% | 减仓 |
 博通AVGO |
| 1.73% | 1.63% | $105.28亿 | 2,787.1万股 | $88.87亿 | 2,871.3万股 | -84.2万股-2.93% | 减仓 |
| IiShares安硕信托IVV |
| 1.68% | 1.6% | $102.10亿 | 1,363.4万股 | $87.27亿 | 1,336.0万股 | +27.4万股+2.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.61% | 1.52% | $98.28亿 | 2,781.6万股 | $82.49亿 | 2,875.5万股 | -94.0万股-3.27% | 减仓 |
 美光科技MU |
| 1.35% | 0.46% | $82.48亿 | 714.6万股 | $25.14亿 | 744.1万股 | -29.5万股-3.97% | 减仓 |
 Meta平台META |
| 1.28% | 1.49% | $77.92亿 | 1,383.4万股 | $80.98亿 | 1,415.4万股 | -32.0万股-2.26% | 减仓 |
 摩根大通JPM |
| 1.16% | 1.14% | $70.84亿 | 2,164.3万股 | $62.07亿 | 2,110.2万股 | +54.0万股+2.56% | 加仓 |
 特斯拉TSLA |
| 1% | 1.01% | $60.84亿 | 1,446.4万股 | $55.13亿 | 1,483.0万股 | -36.6万股-2.47% | 减仓 |
 AMD超威AMD |
| 0.99% | 0.39% | $60.20亿 | 1,036.4万股 | $21.08亿 | 1,036.4万股 | -375股-0.00% | 减仓 |
 礼来LLY |
| 0.94% | 0.82% | $57.43亿 | 478.8万股 | $44.80亿 | 487.0万股 | -8.2万股-1.68% | 减仓 |
 强生JNJ |
| 0.9% | 0.98% | $55.07亿 | 2,168.3万股 | $53.34亿 | 2,182.2万股 | -13.9万股-0.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.95% | $52.71亿 | 1,053.4万股 | $51.79亿 | 1,080.7万股 | -27.2万股-2.52% | 减仓 |
 埃克森美孚XOM |
| 0.85% | 1.38% | $51.68亿 | 3,780.2万股 | $75.14亿 | 4,428.9万股 | -648.8万股-14.65% | 减仓 |
 应用材料AMAT |
| 0.83% | 0.54% | $50.76亿 | 702.1万股 | $29.39亿 | 860.0万股 | -157.8万股-18.35% | 减仓 |
 思科CSCO |
| 0.77% | 0.65% | $47.15亿 | 4,013.8万股 | $35.12亿 | 4,526.2万股 | -512.4万股-11.32% | 减仓 |
| IiShares安硕·COREIJH |
| 0.77% | 0.73% | $46.65亿 | 6,049.6万股 | $39.66亿 | 5,873.4万股 | +176.2万股+3.00% | 加仓 |
 德州仪器TXN |
| 0.74% | 0.59% | $44.89亿 | 1,505.9万股 | $31.84亿 | 1,640.3万股 | -134.4万股-8.19% | 减仓 |
 联合健康UNH |
| 0.73% | 0.5% | $44.49亿 | 1,070.5万股 | $27.30亿 | 1,008.8万股 | +61.7万股+6.11% | 加仓 |
 英特尔INTC |
| 0.68% | 0.25% | $41.52亿 | 2,973.6万股 | $13.55亿 | 3,070.1万股 | -96.4万股-3.14% | 减仓 |
 VisaV |
| 0.64% | 0.67% | $39.02亿 | 1,137.3万股 | $36.27亿 | 1,200.0万股 | -62.7万股-5.22% | 减仓 |
 泛林集团LRCX |
| 0.62% | 0.35% | $37.78亿 | 871.8万股 | $19.09亿 | 893.2万股 | -21.5万股-2.41% | 减仓 |
| IiShares安硕信托IEFA |
| 0.61% | 0.63% | $37.33亿 | 3,864.7万股 | $34.51亿 | 3,811.8万股 | +53.0万股+1.39% | 加仓 |
 台积电TSM |
| 0.61% | 0.57% | $37.31亿 | 781.2万股 | $31.08亿 | 919.6万股 | -138.4万股-15.05% | 减仓 |
 万事达MA |
| 0.59% | 0.68% | $35.83亿 | 697.6万股 | $37.06亿 | 741.7万股 | -44.1万股-5.95% | 减仓 |
| C花旗集团C |
| 0.53% | 0.49% | $32.45亿 | 2,318.2万股 | $26.58亿 | 2,343.5万股 | -25.2万股-1.08% | 减仓 |
 艾伯维ABBV |
| 0.53% | 0.53% | $32.34亿 | 1,285.3万股 | $28.88亿 | 1,327.8万股 | -42.5万股-3.20% | 减仓 |
 卡特彼勒CAT |
| 0.52% | 0.45% | $31.93亿 | 299.8万股 | $24.43亿 | 344.8万股 | -45.0万股-13.05% | 减仓 |
 沃尔玛WMT |
| 0.5% | 0.64% | $30.76亿 | 2,715.9万股 | $34.97亿 | 2,814.2万股 | -98.3万股-3.49% | 减仓 |
 好市多COST |
| 0.49% | 0.62% | $30.08亿 | 321.5万股 | $33.80亿 | 339.2万股 | -17.7万股-5.21% | 减仓 |
 家得宝HD |
| 0.46% | 0.48% | $27.77亿 | 787.5万股 | $26.07亿 | 792.6万股 | -5.1万股-0.65% | 减仓 |
 可口可乐KO |
| 0.45% | 0.4% | $27.70亿 | 3,408.4万股 | $21.53亿 | 2,830.7万股 | +577.6万股+20.41% | 加仓 |
| IIBMIBM |
| 0.43% | 0.32% | $26.07亿 | 927.0万股 | $17.38亿 | 717.1万股 | +209.9万股+29.27% | 加仓 |
 安费诺APH |
| 0.42% | 0.38% | $25.69亿 | 1,457.2万股 | $20.61亿 | 1,631.2万股 | -174.0万股-10.67% | 减仓 |
 高盛GS |
| 0.42% | 0.41% | $25.60亿 | 253.1万股 | $22.27亿 | 263.2万股 | -10.1万股-3.83% | 减仓 |
 科磊KLAC |
| 0.41% | 0.24% | $25.22亿 | 836.0万股 | $13.08亿 | 88.8万股 | +747.2万股+841.08% | 加仓 |
 GE VernovaGEV |
| 0.41% | 0.36% | $24.97亿 | 212.6万股 | $19.78亿 | 226.6万股 | -14.0万股-6.19% | 减仓 |
 林德LIN |
| 0.4% | 0.46% | $24.56亿 | 473.2万股 | $25.29亿 | 510.1万股 | -36.8万股-7.22% | 减仓 |
 雪佛龙CVX |
| 0.39% | 0.57% | $23.78亿 | 1,434.7万股 | $30.89亿 | 1,492.9万股 | -58.2万股-3.90% | 减仓 |
 迈威尔MRVL |
| 0.39% | 0.06% | $23.71亿 | 795.8万股 | $3.11亿 | 314.2万股 | +481.6万股+153.26% | 加仓 |
 默沙东MRK |
| 0.39% | 0.41% | $23.57亿 | 1,834.0万股 | $22.51亿 | 1,871.3万股 | -37.3万股-1.99% | 减仓 |
| BBANK OF AMERBAC |
| 0.38% | 0.37% | $23.14亿 | 4,061.0万股 | $19.97亿 | 4,096.6万股 | -35.6万股-0.87% | 减仓 |
 宝洁PG |
| 0.37% | 0.43% | $22.82亿 | 1,555.9万股 | $23.15亿 | 1,602.9万股 | -47.1万股-2.94% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | 0.27% | $21.11亿 | 1,167.0万股 | $14.74亿 | 891.4万股 | +275.6万股+30.91% | 加仓 |
 GE航空GE |
| 0.35% | 0.3% | $21.10亿 | 564.7万股 | $16.33亿 | 575.3万股 | -10.6万股-1.85% | 减仓 |
 摩根士丹利MS |
| 0.33% | 0.3% | $20.40亿 | 976.0万股 | $16.12亿 | 979.4万股 | -3.4万股-0.35% | 减仓 |
| T赛默飞世尔TMO |
| 0.32% | 0.34% | $19.75亿 | 393.8万股 | $18.51亿 | 376.7万股 | +17.2万股+4.56% | 加仓 |
