 英伟达NVDA |
| 10.13% | 6.7% | $51.87亿 | 2,592.2万股 | $23.31亿 | 1,674.2万股 | +918.0万股+54.83% | 加仓 |
 微软MSFT |
| 10.12% | 6.47% | $51.80亿 | 1,388.6万股 | $22.52亿 | 848.5万股 | +540.1万股+63.65% | 加仓 |
 苹果AAPL |
| 5.44% | 5.28% | $27.83亿 | 961.7万股 | $18.37亿 | 816.7万股 | +145.0万股+17.75% | 加仓 |
 谷歌AGOOGL |
| 4.43% | 4.5% | $22.65亿 | 633.8万股 | $15.67亿 | 723.2万股 | -89.4万股-12.36% | 减仓 |
 博通AVGO |
| 3.78% | 4.08% | $19.32亿 | 511.6万股 | $14.18亿 | 578.8万股 | -67.3万股-11.62% | 减仓 |
 亚马逊AMZN |
| 2.89% | 3.86% | $14.81亿 | 621.3万股 | $13.41亿 | 715.7万股 | -94.4万股-13.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.81% | 1.98% | $14.39亿 | 407.2万股 | $6.88亿 | 350.8万股 | +56.4万股+16.08% | 加仓 |
 美光科技MU |
| 2.76% | 1.83% | $14.11亿 | 122.3万股 | $6.36亿 | 188.4万股 | -66.1万股-35.10% | 减仓 |
 Meta平台META |
| 2.3% | 2.73% | $11.75亿 | 208.6万股 | $9.52亿 | 166.3万股 | +42.3万股+25.42% | 加仓 |
 WELLTOWER COMWELL |
| 1.81% | 2.43% | $9.25亿 | 407.7万股 | $8.47亿 | 428.4万股 | -20.7万股-4.83% | 减仓 |
 NETFLIXNFLX |
| 1.74% | 2.36% | $8.89亿 | 1,244.6万股 | $8.22亿 | 855.0万股 | +389.6万股+45.57% | 加仓 |
 帕兰提尔PLTR |
| 1.67% | 2.65% | $8.56亿 | 734.0万股 | $9.22亿 | 716.7万股 | +17.3万股+2.41% | 加仓 |
 泛林集团LRCX |
| 1.65% | 0.73% | $8.46亿 | 195.1万股 | $2.56亿 | 191.6万股 | +3.6万股+1.86% | 加仓 |
 英特尔INTC |
| 1.59% | 0.24% | $8.12亿 | 581.8万股 | $8,475.8万 | 192.1万股 | +389.7万股+202.90% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.48% | 2.15% | $7.58亿 | 421.8万股 | $7.47亿 | 414.3万股 | +7.6万股+1.82% | 加仓 |
| PPROLOGIS COMPLD |
| 1.21% | 1.85% | $6.20亿 | 457.6万股 | $6.44亿 | 487.4万股 | -29.8万股-6.12% | 减仓 |
 特斯拉TSLA |
| 1.19% | 0.75% | $6.09亿 | 144.7万股 | $2.61亿 | 70.2万股 | +74.5万股+106.05% | 加仓 |
| SSANDISK COMSNDK |
| 1.16% | 0.03% | $5.96亿 | 26.2万股 | $1,034.3万 | 1.6万股 | +24.6万股+1,508.87% | 加仓 |
 甲骨文ORCL |
| 0.89% | 0.72% | $4.58亿 | 312.2万股 | $2.51亿 | 291.7万股 | +20.5万股+7.04% | 加仓 |
 EquinixEQIX |
| 0.84% | 1.24% | $4.28亿 | 41.1万股 | $4.31亿 | 43.9万股 | -2.8万股-6.45% | 减仓 |
 IRENIREN |
| 0.75% | <0.01% | $3.86亿 | 843.6万股 | $103.5万 | 3.0万股 | +840.6万股+27,835.01% | 加仓 |
| Q高通QCOM |
| 0.72% | 0.45% | $3.69亿 | 199.5万股 | $1.56亿 | 198.7万股 | +7,880股+0.40% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.7% | 1.02% | $3.56亿 | 470.5万股 | $3.57亿 | 438.5万股 | +32.0万股+7.30% | 加仓 |
| KKimco地产KIM |
| 0.68% | 0.86% | $3.48亿 | 1,371.2万股 | $3.00亿 | 1,335.8万股 | +35.4万股+2.65% | 加仓 |
 NOVANTANOVT |
| 0.68% | — | $3.48亿 | 214.2万股 | $0 | 0股 | +214.2万股 | 新买入 |
 SIMON PPTY NEW COMSPG |
| 0.66% | 0.85% | $3.37亿 | 150.9万股 | $2.94亿 | 157.8万股 | -6.9万股-4.39% | 减仓 |
 AMD超威AMD |
| 0.62% | 0.3% | $3.19亿 | 54.8万股 | $1.05亿 | 51.7万股 | +3.1万股+6.00% | 加仓 |
 Extra SpaceEXR |
| 0.59% | 1.1% | $3.01亿 | 207.1万股 | $3.84亿 | 292.7万股 | -85.7万股-29.26% | 减仓 |
 VENTAS COMVTR |
| 0.58% | 1.27% | $2.97亿 | 334.3万股 | $4.40亿 | 538.3万股 | -204.0万股-37.90% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.57% | 0.69% | $2.93亿 | 92.1万股 | $2.41亿 | 89.1万股 | +3.0万股+3.37% | 加仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.52% | $2.73亿 | 36.4万股 | $1.80亿 | 27.6万股 | +8.8万股+32.11% | 加仓 |
 BXPBXP |
| 0.53% | 0.64% | $2.71亿 | 408.9万股 | $2.24亿 | 432.0万股 | -23.1万股-5.35% | 减仓 |
 台积电TSM |
| 0.52% | 0.11% | $2.64亿 | 55.3万股 | $3,931.4万 | 11.6万股 | +43.7万股+375.61% | 加仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 0.47% | 0.63% | $2.40亿 | 372.1万股 | $2.20亿 | 352.6万股 | +19.5万股+5.53% | 加仓 |
 Essex地产ESS |
| 0.47% | 0.64% | $2.38亿 | 81.7万股 | $2.24亿 | 92.5万股 | -10.8万股-11.63% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.46% | 0.91% | $2.35亿 | 186.2万股 | $3.17亿 | 310.7万股 | -124.6万股-40.09% | 减仓 |
 AGREE RLTYADC |
| 0.43% | 0.64% | $2.21亿 | 292.2万股 | $2.23亿 | 296.2万股 | -4.0万股-1.35% | 减仓 |
 SUN CMNTYS INC COMSUI |
| 0.42% | 0.64% | $2.17亿 | 181.1万股 | $2.23亿 | 176.8万股 | +4.2万股+2.39% | 加仓 |
 卡特彼勒CAT |
| 0.4% | 0.36% | $2.07亿 | 19.4万股 | $1.24亿 | 17.5万股 | +2.0万股+11.21% | 加仓 |
 AMERICAN HEALTHCARE REITAHR |
| 0.39% | 0.06% | $2.00亿 | 384.2万股 | $2,152.6万 | 45.6万股 | +338.5万股+741.67% | 加仓 |
 摩根大通JPM |
| 0.38% | 0.49% | $1.96亿 | 59.9万股 | $1.72亿 | 58.5万股 | +1.4万股+2.41% | 加仓 |
| V先锋领航指数基金VOO |
| 0.38% | 0.28% | $1.94亿 | 26.4万股 | $9,826.2万 | 17.0万股 | +9.4万股+54.94% | 加仓 |
 礼来LLY |
| 0.38% | 0.4% | $1.92亿 | 16.0万股 | $1.38亿 | 15.1万股 | +9,692股+6.44% | 加仓 |
 应用材料AMAT |
| 0.35% | 0.21% | $1.78亿 | 24.6万股 | $7,447.8万 | 21.8万股 | +2.8万股+13.07% | 加仓 |
 EASTGROUP PPTYSEGP |
| 0.33% | 0.47% | $1.71亿 | 84.2万股 | $1.63亿 | 88.0万股 | -3.8万股-4.30% | 减仓 |
 HEALTHCARE RLTY TRHR |
| 0.32% | 0.41% | $1.63亿 | 810.5万股 | $1.43亿 | 842.3万股 | -31.8万股-3.77% | 减仓 |
 Invitation HomesINVH |
| 0.31% | 0.39% | $1.60亿 | 530.4万股 | $1.36亿 | 548.5万股 | -18.1万股-3.30% | 减仓 |
 沃尔玛WMT |
| 0.31% | 0.47% | $1.58亿 | 139.8万股 | $1.63亿 | 131.1万股 | +8.7万股+6.65% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.31% | 0.32% | $1.58亿 | 330.3万股 | $1.12亿 | 254.9万股 | +75.4万股+29.60% | 加仓 |
 KILROY REALTYKRC |
| 0.3% | 0.38% | $1.55亿 | 414.9万股 | $1.31亿 | 464.3万股 | -49.4万股-10.63% | 减仓 |
