 美光科技MU |
| 5.01% | 3.93% | $100.06亿 | 866.8万股 | $35.75亿 | 1,058.3万股 | -191.4万股-18.09% | 减仓 |
 微软MSFT |
| 4.44% | 2.21% | $88.72亿 | 2,378.4万股 | $20.07亿 | 542.2万股 | +1,836.3万股+338.70% | 加仓 |
 亚马逊AMZN |
| 3.37% | 1.07% | $67.34亿 | 2,825.5万股 | $9.74亿 | 604.4万股 | +2,221.1万股+367.48% | 加仓 |
 苹果AAPL |
| 3.36% | 1.94% | $67.01亿 | 2,315.9万股 | $17.68亿 | 696.5万股 | +1,619.4万股+232.52% | 加仓 |
 谷歌AGOOGL |
| 3.14% | 5.56% | $62.73亿 | 1,755.4万股 | $50.56亿 | 1,758.3万股 | -2.9万股-0.16% | 减仓 |
 博通AVGO |
| 2.6% | 7.26% | $51.93亿 | 1,374.7万股 | $66.06亿 | 2,134.3万股 | -759.6万股-35.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.38% | 3.41% | $47.52亿 | 1,345.0万股 | $31.05亿 | 1,082.5万股 | +262.5万股+24.25% | 加仓 |
 特斯拉TSLA |
| 2.36% | 0.69% | $47.14亿 | 1,120.7万股 | $6.32亿 | 170.0万股 | +950.7万股+559.33% | 加仓 |
 摩根大通JPM |
| 2.16% | 5.04% | $43.05亿 | 1,315.0万股 | $45.89亿 | 1,560.0万股 | -245.0万股-15.70% | 减仓 |
 Meta平台META |
| 1.57% | 3.77% | $31.37亿 | 556.9万股 | $34.28亿 | 599.1万股 | -42.2万股-7.05% | 减仓 |
| SSANDISK COMSNDK |
| 1.35% | 0.66% | $27.05亿 | 119.0万股 | $6.00亿 | 94.5万股 | +24.5万股+25.94% | 加仓 |
 AMD超威AMD |
| 1.22% | 0.21% | $24.38亿 | 419.7万股 | $1.94亿 | 95.3万股 | +324.4万股+340.51% | 加仓 |
 礼来LLY |
| 1.19% | 0.66% | $23.79亿 | 198.4万股 | $6.00亿 | 65.2万股 | +133.1万股+204.12% | 加仓 |
 迈威尔MRVL |
| 1.16% | 0.08% | $23.25亿 | 780.4万股 | $7,304.1万 | 73.7万股 | +706.6万股+958.24% | 加仓 |
 应用材料AMAT |
| 1% | 0.2% | $20.01亿 | 276.7万股 | $1.82亿 | 53.3万股 | +223.4万股+418.87% | 加仓 |
 英特尔INTC |
| 0.95% | 0.24% | $18.93亿 | 1,355.9万股 | $2.16亿 | 490.5万股 | +865.5万股+176.46% | 加仓 |
 联合健康UNH |
| 0.88% | 0.58% | $17.49亿 | 420.7万股 | $5.30亿 | 196.0万股 | +224.7万股+114.61% | 加仓 |
 好市多COST |
| 0.83% | 0.9% | $16.59亿 | 177.3万股 | $8.15亿 | 81.7万股 | +95.6万股+116.94% | 加仓 |
 甲骨文ORCL |
| 0.76% | 0.23% | $15.10亿 | 1,030.7万股 | $2.05亿 | 139.7万股 | +891.0万股+637.89% | 加仓 |
 思科CSCO |
| 0.75% | — | $14.96亿 | 1,274.0万股 | $0 | 0股 | +1,274.0万股 | 新买入 |
 沃尔玛WMT |
| 0.72% | 0.44% | $14.35亿 | 1,267.4万股 | $3.97亿 | 319.6万股 | +947.8万股+296.57% | 加仓 |
 泛林集团LRCX |
| 0.67% | 0.26% | $13.46亿 | 310.5万股 | $2.32亿 | 108.6万股 | +201.9万股+185.83% | 加仓 |
 强生JNJ |
| 0.67% | 1.08% | $13.41亿 | 528.0万股 | $9.80亿 | 401.1万股 | +126.9万股+31.64% | 加仓 |
| I景顺QQQ信托VOO |
| 0.66% | <0.01% | $13.11亿 | 178.1万股 | $2.7万 | 167.9万股 | +10.2万股+6.07% | 加仓 |
| I景顺QQQ信托VOO |
| 0.63% | <0.01% | $12.67亿 | 172.1万股 | $1.2万 | 78.2万股 | +93.9万股+120.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | <0.01% | $12.16亿 | 162.9万股 | $5.0万 | 240.9万股 | -78.0万股-32.39% | 减仓 |
| IiShares安硕信托 |
| 0.6% | <0.01% | $11.96亿 | 448.7万股 | $2.9万 | 881.9万股 | -433.3万股-49.13% | 减仓 |
 家得宝HD |
| 0.58% | 0.12% | $11.64亿 | 330.0万股 | $1.11亿 | 33.7万股 | +296.3万股+880.39% | 加仓 |
 LumentumLITE |
| 0.57% | <0.01% | $11.41亿 | 133.0万股 | $5.0万 | 129.6万股 | +3.4万股+2.63% | 加仓 |
 美光科技MU |
| 0.53% | <0.01% | $10.66亿 | 92.3万股 | $8,622 | 47.5万股 | +44.8万股+94.40% | 加仓 |
| IISHARES TR RUSSELL |
| 0.52% | <0.01% | $10.33亿 | 375.6万股 | $2.5万 | 306.2万股 | +69.4万股+22.65% | 加仓 |
 艾伯维ABBV |
| 0.5% | 0.27% | $10.03亿 | 398.5万股 | $2.47亿 | 113.5万股 | +285.0万股+251.01% | 加仓 |
 LumentumLITE |
| 0.49% | 0.76% | $9.85亿 | 115.3万股 | $6.89亿 | 115.5万股 | -2,500股-0.22% | 减仓 |
 英伟达NVDA |
| 0.49% | <0.01% | $9.75亿 | 487.5万股 | $2.4万 | 275.1万股 | +212.5万股+77.24% | 加仓 |
 德州仪器TXN |
| 0.45% | — | $9.06亿 | 303.8万股 | $0 | 0股 | +303.8万股 | 新买入 |
 安费诺APH |
| 0.45% | 0.58% | $9.02亿 | 511.8万股 | $5.26亿 | 415.9万股 | +95.9万股+23.05% | 加仓 |
 GE航空GE |
| 0.45% | 0.53% | $8.97亿 | 240.0万股 | $4.87亿 | 171.5万股 | +68.5万股+39.91% | 加仓 |
 宝洁PG |
| 0.44% | 0.14% | $8.88亿 | 605.7万股 | $1.30亿 | 89.9万股 | +515.8万股+573.55% | 加仓 |
| Q高通QCOM |
| 0.43% | 0.1% | $8.60亿 | 465.4万股 | $8,917.7万 | 69.2万股 | +396.2万股+572.15% | 加仓 |
 帕兰提尔PLTR |
| 0.42% | 0.17% | $8.45亿 | 723.9万股 | $1.59亿 | 108.4万股 | +615.5万股+567.91% | 加仓 |
 泛林集团LRCX |
| 0.4% | <0.01% | $8.00亿 | 184.7万股 | $1.2万 | 31.1万股 | +153.6万股+494.34% | 加仓 |
 特斯拉TSLA |
| 0.37% | <0.01% | $7.44亿 | 176.8万股 | $9,372 | 175.8万股 | +1.0万股+0.59% | 加仓 |
 百事可乐PEP |
| 0.37% | 0.26% | $7.37亿 | 544.5万股 | $2.41亿 | 154.9万股 | +389.6万股+251.45% | 加仓 |
 3M COMMMM |
| 0.37% | 0.38% | $7.34亿 | 453.4万股 | $3.44亿 | 237.0万股 | +216.4万股+91.30% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.36% | 0.16% | $7.26亿 | 182.9万股 | $1.44亿 | 45.1万股 | +137.8万股+305.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 1.56% | $6.94亿 | 93.0万股 | $14.17亿 | 217.9万股 | -125.0万股-57.35% | 减仓 |
 BOOKING COMBKNG |
| 0.35% | 0.45% | $6.93亿 | 388.7万股 | $4.12亿 | 9.8万股 | +378.9万股+3,869.89% | 加仓 |
 高盛GS |
| 0.33% | 0.15% | $6.53亿 | 64.6万股 | $1.35亿 | 16.0万股 | +48.7万股+304.99% | 加仓 |
| C花旗集团C |
| 0.32% | 0.25% | $6.40亿 | 457.5万股 | $2.31亿 | 203.6万股 | +253.8万股+124.66% | 加仓 |
 雷神技术RTX |
| 0.32% | 0.12% | $6.39亿 | 337.0万股 | $1.10亿 | 57.0万股 | +280.0万股+491.14% | 加仓 |
