| IiShares安硕信托IVV |
| 6.25% | 6.21% | $24.36亿 | 325.3万股 | $21.07亿 | 322.6万股 | +2.7万股+0.84% | 加仓 |
 英伟达NVDA |
| 5.52% | 5.7% | $21.53亿 | 1,075.9万股 | $19.34亿 | 1,109.2万股 | -33.3万股-3.00% | 减仓 |
 苹果AAPL |
| 4.98% | 4.92% | $19.41亿 | 670.7万股 | $16.69亿 | 657.5万股 | +13.2万股+2.00% | 加仓 |
 微软MSFT |
| 3.28% | 3.67% | $12.78亿 | 342.6万股 | $12.43亿 | 335.8万股 | +6.8万股+2.03% | 加仓 |
 亚马逊AMZN |
| 2.85% | 2.82% | $11.11亿 | 466.1万股 | $9.57亿 | 459.4万股 | +6.7万股+1.46% | 加仓 |
 谷歌AGOOGL |
| 2.65% | 2.35% | $10.31亿 | 288.5万股 | $7.96亿 | 276.8万股 | +11.7万股+4.24% | 加仓 |
 博通AVGO |
| 2.08% | 1.98% | $8.11亿 | 214.8万股 | $6.71亿 | 216.7万股 | -1.9万股-0.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.01% | 1.91% | $7.81亿 | 221.1万股 | $6.49亿 | 226.2万股 | -5.1万股-2.25% | 减仓 |
 美光科技MU |
| 1.57% | 0.51% | $6.12亿 | 53.0万股 | $1.71亿 | 50.7万股 | +2.3万股+4.59% | 加仓 |
 Meta平台META |
| 1.55% | 1.81% | $6.04亿 | 107.3万股 | $6.13亿 | 107.2万股 | +1,155股+0.11% | 加仓 |
| IiShares安硕IEMG |
| 1.5% | 1.48% | $5.86亿 | 706.8万股 | $5.01亿 | 718.4万股 | -11.6万股-1.62% | 减仓 |
 特斯拉TSLA |
| 1.47% | 1.41% | $5.71亿 | 135.8万股 | $4.80亿 | 129.1万股 | +6.7万股+5.19% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.42% | 1.54% | $5.53亿 | 624.1万股 | $5.21亿 | 631.8万股 | -7.7万股-1.22% | 减仓 |
 礼来LLY |
| 1.18% | 1.01% | $4.61亿 | 38.5万股 | $3.42亿 | 37.2万股 | +1.2万股+3.34% | 加仓 |
 AMD超威AMD |
| 1.14% | 0.44% | $4.43亿 | 76.2万股 | $1.49亿 | 73.4万股 | +2.8万股+3.78% | 加仓 |
 摩根大通JPM |
| 1.11% | 1.16% | $4.31亿 | 131.8万股 | $3.92亿 | 133.2万股 | -1.4万股-1.03% | 减仓 |
 卡特彼勒CAT |
| 0.87% | 0.67% | $3.41亿 | 32.0万股 | $2.26亿 | 32.0万股 | +508股+0.16% | 加仓 |
 强生JNJ |
| 0.81% | 0.9% | $3.17亿 | 124.9万股 | $3.05亿 | 124.9万股 | +74股+0.01% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 0.84% | $3.10亿 | 62.0万股 | $2.84亿 | 59.2万股 | +2.7万股+4.59% | 加仓 |
 VisaV |
| 0.79% | 0.81% | $3.09亿 | 90.0万股 | $2.75亿 | 91.0万股 | -1.1万股-1.16% | 减仓 |
 WELLTOWER COMWELL |
| 0.77% | 0.76% | $3.01亿 | 132.6万股 | $2.57亿 | 130.0万股 | +2.6万股+2.03% | 加仓 |
 英特尔INTC |
| 0.75% | 0.26% | $2.92亿 | 209.5万股 | $8,892.3万 | 201.5万股 | +8.0万股+3.95% | 加仓 |
 泛林集团LRCX |
| 0.7% | 0.42% | $2.73亿 | 63.1万股 | $1.43亿 | 66.9万股 | -3.8万股-5.71% | 减仓 |
 应用材料AMAT |
| 0.69% | 0.34% | $2.68亿 | 37.0万股 | $1.16亿 | 34.0万股 | +3.0万股+8.96% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 0.98% | $2.65亿 | 193.9万股 | $3.31亿 | 195.1万股 | -1.2万股-0.59% | 减仓 |
 思科CSCO |
| 0.65% | 0.48% | $2.51亿 | 214.1万股 | $1.61亿 | 208.0万股 | +6.1万股+2.92% | 加仓 |
 沃尔玛WMT |
| 0.64% | 0.8% | $2.49亿 | 219.9万股 | $2.73亿 | 219.5万股 | +3,263股+0.15% | 加仓 |
 高盛GS |
| 0.63% | 0.61% | $2.45亿 | 24.2万股 | $2.08亿 | 24.6万股 | -4,352股-1.77% | 减仓 |
| PPROLOGIS COMPLD |
| 0.62% | 0.7% | $2.43亿 | 179.5万股 | $2.38亿 | 180.0万股 | -4,219股-0.23% | 减仓 |
 联合健康UNH |
| 0.58% | 0.39% | $2.25亿 | 54.1万股 | $1.34亿 | 49.5万股 | +4.6万股+9.31% | 加仓 |
 好市多COST |
| 0.55% | 0.66% | $2.13亿 | 22.7万股 | $2.25亿 | 22.6万股 | +1,037股+0.46% | 加仓 |
 科磊KLAC |
| 0.54% | 0.32% | $2.11亿 | 69.8万股 | $1.08亿 | 7.3万股 | +62.5万股+849.92% | 加仓 |
 艾伯维ABBV |
| 0.54% | 0.56% | $2.10亿 | 83.6万股 | $1.91亿 | 88.0万股 | -4.4万股-4.96% | 减仓 |
 万事达MA |
| 0.52% | 0.6% | $2.03亿 | 39.6万股 | $2.02亿 | 40.4万股 | -8,242股-2.04% | 减仓 |
 GE航空GE |
| 0.52% | 0.41% | $2.02亿 | 53.9万股 | $1.38亿 | 48.6万股 | +5.3万股+10.98% | 加仓 |
 EquinixEQIX |
| 0.5% | 0.54% | $1.97亿 | 18.9万股 | $1.83亿 | 18.7万股 | +1,540股+0.82% | 加仓 |
 家得宝HD |
| 0.47% | 0.53% | $1.84亿 | 52.2万股 | $1.80亿 | 54.6万股 | -2.4万股-4.45% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.47% | $1.83亿 | 320.4万股 | $1.61亿 | 329.8万股 | -9.3万股-2.84% | 减仓 |
 默沙东MRK |
| 0.46% | 0.51% | $1.77亿 | 138.0万股 | $1.73亿 | 144.1万股 | -6.1万股-4.25% | 减仓 |
 宝洁PG |
| 0.43% | 0.49% | $1.68亿 | 114.6万股 | $1.66亿 | 114.9万股 | -3,304股-0.29% | 减仓 |
 可口可乐KO |
| 0.43% | 0.49% | $1.67亿 | 205.5万股 | $1.66亿 | 218.4万股 | -12.9万股-5.93% | 减仓 |
| IIBMIBM |
| 0.4% | 0.39% | $1.55亿 | 55.2万股 | $1.31亿 | 53.9万股 | +1.3万股+2.34% | 加仓 |
| IISHARES BROADUSIG |
| 0.4% | 0.42% | $1.54亿 | 300.3万股 | $1.42亿 | 276.7万股 | +23.6万股+8.52% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.58% | $1.54亿 | 92.9万股 | $1.97亿 | 95.0万股 | -2.1万股-2.20% | 减仓 |
 GE VernovaGEV |
| 0.39% | 0.35% | $1.53亿 | 13.0万股 | $1.20亿 | 13.7万股 | -7,225股-5.27% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.37% | 0.44% | $1.46亿 | 80.6万股 | $1.50亿 | 90.5万股 | -9.9万股-10.93% | 减仓 |
 PALO ALTOPANW |
| 0.36% | 0.2% | $1.41亿 | 41.3万股 | $6,758.3万 | 42.2万股 | -8,122股-1.93% | 减仓 |
 NETFLIXNFLX |
| 0.36% | 0.56% | $1.40亿 | 196.1万股 | $1.89亿 | 196.3万股 | -2,628股-0.13% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.35% | 0.33% | $1.35亿 | 60.3万股 | $1.12亿 | 60.1万股 | +2,690股+0.45% | 加仓 |
 摩根士丹利MS |
| 0.33% | 0.31% | $1.30亿 | 62.0万股 | $1.04亿 | 63.4万股 | -1.5万股-2.29% | 减仓 |
