 英伟达NVDA |
| 7.48% | 7.48% | $29.16亿 | 1,457.2万股 | $25.97亿 | 1,489.0万股 | -31.8万股-2.14% | 减仓 |
 苹果AAPL |
| 6.58% | 6.57% | $25.63亿 | 885.9万股 | $22.79亿 | 898.1万股 | -12.3万股-1.36% | 减仓 |
 微软MSFT |
| 4.11% | 4.68% | $16.01亿 | 429.2万股 | $16.24亿 | 438.6万股 | -9.4万股-2.15% | 减仓 |
 亚马逊AMZN |
| 3.6% | 3.58% | $14.01亿 | 588.0万股 | $12.41亿 | 596.0万股 | -8.1万股-1.36% | 减仓 |
 谷歌AGOOGL |
| 3.25% | 2.98% | $12.67亿 | 354.6万股 | $10.34亿 | 359.4万股 | -4.8万股-1.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.65% | $11.23亿 | 317.9万股 | $9.19亿 | 320.3万股 | -2.4万股-0.74% | 减仓 |
 博通AVGO |
| 2.6% | 2.41% | $10.14亿 | 268.4万股 | $8.37亿 | 270.3万股 | -1.9万股-0.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.69% | 1.85% | $6.57亿 | 131.3万股 | $6.41亿 | 133.7万股 | -2.4万股-1.77% | 减仓 |
 美光科技MU |
| 1.63% | 0.55% | $6.35亿 | 55.0万股 | $1.89亿 | 56.0万股 | -9,895股-1.77% | 减仓 |
 摩根大通JPM |
| 1.59% | 1.64% | $6.19亿 | 189.0万股 | $5.70亿 | 193.7万股 | -4.7万股-2.43% | 减仓 |
 Meta平台META |
| 1.54% | 1.79% | $6.00亿 | 106.6万股 | $6.20亿 | 108.3万股 | -1.8万股-1.63% | 减仓 |
 特斯拉TSLA |
| 1.47% | 1.49% | $5.73亿 | 136.2万股 | $5.16亿 | 138.9万股 | -2.6万股-1.88% | 减仓 |
 礼来LLY |
| 1.2% | 1.05% | $4.67亿 | 38.9万股 | $3.66亿 | 39.8万股 | -8,501股-2.14% | 减仓 |
 VisaV |
| 1.18% | 1.2% | $4.59亿 | 133.9万股 | $4.17亿 | 138.0万股 | -4.1万股-2.98% | 减仓 |
 AMD超威AMD |
| 1.18% | 0.47% | $4.59亿 | 79.0万股 | $1.64亿 | 80.5万股 | -1.5万股-1.84% | 减仓 |
 高盛GS |
| 1.04% | 1.02% | $4.05亿 | 40.1万股 | $3.53亿 | 41.7万股 | -1.7万股-3.96% | 减仓 |
 好市多COST |
| 0.94% | 1.13% | $3.65亿 | 39.0万股 | $3.93亿 | 39.4万股 | -4,291股-1.09% | 减仓 |
 强生JNJ |
| 0.83% | 0.92% | $3.22亿 | 126.9万股 | $3.19亿 | 130.6万股 | -3.7万股-2.83% | 减仓 |
 英特尔INTC |
| 0.82% | 0.3% | $3.21亿 | 229.8万股 | $1.03亿 | 232.9万股 | -3.2万股-1.35% | 减仓 |
 应用材料AMAT |
| 0.73% | 0.41% | $2.85亿 | 39.5万股 | $1.41亿 | 41.3万股 | -1.8万股-4.34% | 减仓 |
 埃克森美孚XOM |
| 0.7% | 1.06% | $2.74亿 | 200.1万股 | $3.68亿 | 217.0万股 | -16.9万股-7.79% | 减仓 |
 泛林集团LRCX |
| 0.68% | 0.38% | $2.66亿 | 61.4万股 | $1.33亿 | 62.4万股 | -1.1万股-1.72% | 减仓 |
 TJXTJX |
| 0.63% | 0.73% | $2.45亿 | 161.7万股 | $2.53亿 | 158.7万股 | +3.0万股+1.86% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.78% | $2.43亿 | 214.3万股 | $2.72亿 | 218.5万股 | -4.2万股-1.91% | 减仓 |
 卡特彼勒CAT |
| 0.62% | 0.48% | $2.41亿 | 22.6万股 | $1.65亿 | 23.3万股 | -6,665股-2.86% | 减仓 |
 思科CSCO |
| 0.6% | 0.46% | $2.34亿 | 198.8万股 | $1.61亿 | 207.2万股 | -8.4万股-4.05% | 减仓 |
 联合健康UNH |
| 0.6% | 0.44% | $2.33亿 | 56.0万股 | $1.53亿 | 56.4万股 | -3,905股-0.69% | 减仓 |
 阿斯麦ASML |
| 0.6% | 0.45% | $2.32亿 | 11.7万股 | $1.55亿 | 11.7万股 | -402股-0.34% | 减仓 |
 CrowdStrikeCRWD |
| 0.58% | 0.33% | $2.27亿 | 29.8万股 | $1.16亿 | 29.7万股 | +817股+0.27% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.57% | $2.22亿 | 88.3万股 | $1.97亿 | 90.4万股 | -2.1万股-2.34% | 减仓 |
 万事达MA |
| 0.54% | 0.61% | $2.11亿 | 41.1万股 | $2.12亿 | 42.5万股 | -1.4万股-3.27% | 减仓 |
 福泰制药VRTX |
| 0.52% | 0.52% | $2.02亿 | 40.6万股 | $1.82亿 | 40.8万股 | -1,312股-0.32% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 0.5% | 0.45% | $1.93亿 | 1,400.3万股 | $1.56亿 | 1,381.6万股 | +18.8万股+1.36% | 加仓 |
 科磊KLAC |
| 0.49% | 0.27% | $1.91亿 | 63.3万股 | $9,539.7万 | 6.5万股 | +56.8万股+877.01% | 加仓 |
 GE航空GE |
| 0.49% | 0.43% | $1.91亿 | 51.0万股 | $1.48亿 | 52.3万股 | -1.3万股-2.47% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.47% | $1.83亿 | 320.6万股 | $1.62亿 | 333.1万股 | -12.4万股-3.73% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.47% | 0.39% | $1.81亿 | 48.3万股 | $1.35亿 | 48.5万股 | -2,197股-0.45% | 减仓 |
| N新纪元能源NEE |
| 0.46% | 0.55% | $1.78亿 | 202.4万股 | $1.90亿 | 204.4万股 | -2.1万股-1.01% | 减仓 |
 家得宝HD |
| 0.44% | 0.48% | $1.73亿 | 49.1万股 | $1.65亿 | 50.1万股 | -1.0万股-2.08% | 减仓 |
 宝洁PG |
| 0.44% | 0.5% | $1.71亿 | 116.9万股 | $1.72亿 | 119.1万股 | -2.2万股-1.85% | 减仓 |
 威瑞森VZ |
| 0.43% | 0.56% | $1.67亿 | 395.4万股 | $1.94亿 | 385.7万股 | +9.7万股+2.51% | 加仓 |
 NateraNTRA |
| 0.42% | 0.34% | $1.63亿 | 60.0万股 | $1.17亿 | 58.7万股 | +1.3万股+2.18% | 加仓 |
| SSANDISK COMSNDK |
| 0.42% | 0.13% | $1.63亿 | 7.2万股 | $4,619.9万 | 7.3万股 | -1,193股-1.64% | 减仓 |
 诺华NVS |
| 0.42% | 0.46% | $1.62亿 | 103.4万股 | $1.60亿 | 105.0万股 | -1.6万股-1.53% | 减仓 |
 美国电力AEP |
| 0.41% | 0.44% | $1.60亿 | 117.2万股 | $1.54亿 | 117.3万股 | -449股-0.04% | 减仓 |
 可口可乐KO |
| 0.41% | 0.44% | $1.60亿 | 197.1万股 | $1.52亿 | 200.0万股 | -2.9万股-1.44% | 减仓 |
 默沙东MRK |
| 0.4% | 0.43% | $1.57亿 | 122.2万股 | $1.51亿 | 125.3万股 | -3.1万股-2.44% | 减仓 |
 GE VernovaGEV |
| 0.4% | 0.34% | $1.54亿 | 13.1万股 | $1.17亿 | 13.4万股 | -3,018股-2.24% | 减仓 |
 雪佛龙CVX |
| 0.39% | 0.56% | $1.53亿 | 92.2万股 | $1.95亿 | 94.2万股 | -1.9万股-2.06% | 减仓 |
| CCOGNEXCGNX |
| 0.38% | 0.26% | $1.48亿 | 204.7万股 | $9,035.9万 | 184.4万股 | +20.2万股+10.97% | 加仓 |
