 英伟达NVDA |
| 7.23% | 7.46% | $28.47亿 | 1,423.0万股 | $24.81亿 | 1,422.5万股 | +5,277股+0.04% | 加仓 |
 苹果AAPL |
| 6.54% | 6.59% | $25.77亿 | 890.5万股 | $21.90亿 | 863.0万股 | +27.5万股+3.19% | 加仓 |
 微软MSFT |
| 4.09% | 4.59% | $16.12亿 | 432.1万股 | $15.25亿 | 411.9万股 | +20.2万股+4.89% | 加仓 |
 亚马逊AMZN |
| 3.25% | 3.37% | $12.81亿 | 537.4万股 | $11.19亿 | 537.4万股 | -479股-0.01% | 减仓 |
 谷歌AGOOGL |
| 3.23% | 3.02% | $12.74亿 | 356.6万股 | $10.04亿 | 349.2万股 | +7.4万股+2.11% | 加仓 |
 博通AVGO |
| 2.65% | 2.49% | $10.44亿 | 276.4万股 | $8.29亿 | 267.8万股 | +8.6万股+3.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.57% | 2.39% | $10.11亿 | 286.0万股 | $7.95亿 | 277.1万股 | +9.0万股+3.25% | 加仓 |
 美光科技MU |
| 1.97% | 0.64% | $7.75亿 | 67.1万股 | $2.11亿 | 62.5万股 | +4.6万股+7.36% | 加仓 |
 Meta平台META |
| 1.88% | 2.1% | $7.41亿 | 131.5万股 | $6.98亿 | 122.1万股 | +9.5万股+7.76% | 加仓 |
 特斯拉TSLA |
| 1.76% | 1.84% | $6.94亿 | 165.0万股 | $6.12亿 | 164.6万股 | +4,334股+0.26% | 加仓 |
 AMD超威AMD |
| 1.47% | 0.6% | $5.81亿 | 100.0万股 | $1.99亿 | 97.6万股 | +2.3万股+2.40% | 加仓 |
 礼来LLY |
| 1.47% | 1.28% | $5.79亿 | 48.3万股 | $4.26亿 | 46.3万股 | +2.0万股+4.34% | 加仓 |
 摩根大通JPM |
| 1.29% | 1.3% | $5.07亿 | 154.9万股 | $4.32亿 | 146.8万股 | +8.0万股+5.47% | 加仓 |
 应用材料AMAT |
| 1.03% | 0.51% | $4.06亿 | 56.1万股 | $1.68亿 | 49.2万股 | +7.0万股+14.16% | 加仓 |
 强生JNJ |
| 1.02% | 1.11% | $4.04亿 | 158.9万股 | $3.67亿 | 150.3万股 | +8.6万股+5.73% | 加仓 |
 泛林集团LRCX |
| 1.02% | 0.63% | $4.01亿 | 92.6万股 | $2.10亿 | 98.2万股 | -5.6万股-5.69% | 减仓 |
 英特尔INTC |
| 0.91% | 0.34% | $3.60亿 | 257.6万股 | $1.13亿 | 255.7万股 | +1.9万股+0.74% | 加仓 |
 VisaV |
| 0.9% | 0.89% | $3.56亿 | 103.9万股 | $2.96亿 | 98.0万股 | +5.9万股+5.97% | 加仓 |
 思科CSCO |
| 0.89% | 0.62% | $3.51亿 | 298.8万股 | $2.07亿 | 266.6万股 | +32.2万股+12.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.98% | $3.39亿 | 67.8万股 | $3.26亿 | 68.0万股 | -2,151股-0.32% | 减仓 |
 沃尔玛WMT |
| 0.77% | 0.94% | $3.04亿 | 268.3万股 | $3.12亿 | 250.7万股 | +17.5万股+6.98% | 加仓 |
 艾伯维ABBV |
| 0.75% | 0.72% | $2.96亿 | 117.6万股 | $2.38亿 | 109.5万股 | +8.2万股+7.45% | 加仓 |
 科磊KLAC |
| 0.72% | 0.42% | $2.85亿 | 94.4万股 | $1.41亿 | 9.5万股 | +84.9万股+888.88% | 加仓 |
 万事达MA |
| 0.72% | 0.76% | $2.84亿 | 55.4万股 | $2.51亿 | 50.3万股 | +5.1万股+10.19% | 加仓 |
 好市多COST |
| 0.62% | 0.73% | $2.46亿 | 26.2万股 | $2.42亿 | 24.3万股 | +2.0万股+8.05% | 加仓 |
 GE航空GE |
| 0.62% | 0.56% | $2.43亿 | 65.0万股 | $1.85亿 | 65.0万股 | -276股-0.04% | 减仓 |
| BBANK OF AMERBAC |
| 0.56% | 0.57% | $2.21亿 | 387.0万股 | $1.89亿 | 387.2万股 | -2,243股-0.06% | 减仓 |
 联合健康UNH |
| 0.51% | 0.38% | $2.02亿 | 48.7万股 | $1.28亿 | 47.3万股 | +1.4万股+2.92% | 加仓 |
 高盛GS |
| 0.5% | 0.48% | $1.96亿 | 19.4万股 | $1.61亿 | 19.0万股 | +4,076股+2.15% | 加仓 |
 GE VernovaGEV |
| 0.48% | 0.43% | $1.88亿 | 16.0万股 | $1.44亿 | 16.5万股 | -4,678股-2.84% | 减仓 |
 NETFLIXNFLX |
| 0.47% | 0.69% | $1.85亿 | 258.5万股 | $2.29亿 | 237.9万股 | +20.6万股+8.67% | 加仓 |
| IIBMIBM |
| 0.46% | 0.43% | $1.83亿 | 64.9万股 | $1.42亿 | 58.5万股 | +6.4万股+11.02% | 加仓 |
 林德LIN |
| 0.46% | 0.59% | $1.81亿 | 34.9万股 | $1.97亿 | 39.7万股 | -4.8万股-12.12% | 减仓 |
 迈威尔MRVL |
| 0.45% | 0.16% | $1.76亿 | 59.2万股 | $5,259.1万 | 53.1万股 | +6.1万股+11.56% | 加仓 |
 家得宝HD |
| 0.45% | 0.49% | $1.75亿 | 49.8万股 | $1.64亿 | 49.8万股 | -137股-0.03% | 减仓 |
 德州仪器TXN |
| 0.44% | 0.28% | $1.74亿 | 58.4万股 | $9,308.6万 | 47.9万股 | +10.5万股+21.87% | 加仓 |
 默沙东MRK |
| 0.44% | 0.53% | $1.72亿 | 134.1万股 | $1.77亿 | 146.8万股 | -12.7万股-8.62% | 减仓 |
 西部数据WDC |
| 0.43% | 0.26% | $1.69亿 | 26.4万股 | $8,619.2万 | 31.9万股 | -5.5万股-17.13% | 减仓 |
 帕兰提尔PLTR |
| 0.39% | 0.54% | $1.52亿 | 130.1万股 | $1.80亿 | 122.8万股 | +7.3万股+5.98% | 加仓 |
 美国运通AXP |
| 0.38% | 0.39% | $1.51亿 | 44.7万股 | $1.31亿 | 43.4万股 | +1.4万股+3.12% | 加仓 |
 希捷STX |
| 0.38% | 0.18% | $1.48亿 | 15.4万股 | $6,135.2万 | 15.7万股 | -2,795股-1.78% | 减仓 |
 摩根士丹利MS |
| 0.37% | 0.32% | $1.47亿 | 70.4万股 | $1.06亿 | 64.7万股 | +5.8万股+8.91% | 加仓 |
 爱迪生联合电气ED |
| 0.37% | 0.42% | $1.47亿 | 132.5万股 | $1.40亿 | 123.6万股 | +8.9万股+7.24% | 加仓 |
 威瑞森VZ |
| 0.37% | 0.46% | $1.47亿 | 346.0万股 | $1.52亿 | 303.5万股 | +42.5万股+14.02% | 加仓 |
 甲骨文ORCL |
| 0.37% | 0.43% | $1.46亿 | 99.9万股 | $1.44亿 | 98.2万股 | +1.7万股+1.69% | 加仓 |
| C花旗集团C |
| 0.37% | 0.41% | $1.46亿 | 104.3万股 | $1.37亿 | 120.8万股 | -16.5万股-13.63% | 减仓 |
 安费诺APH |
| 0.37% | 0.3% | $1.46亿 | 82.7万股 | $9,994.3万 | 79.1万股 | +3.6万股+4.61% | 加仓 |
 CHUBB LIMITEDCB |
| 0.35% | 0.25% | $1.38亿 | 40.5万股 | $8,147.2万 | 25.0万股 | +15.5万股+62.15% | 加仓 |
| AAT&TT |
| 0.35% | 0.46% | $1.38亿 | 665.9万股 | $1.54亿 | 529.6万股 | +136.3万股+25.75% | 加仓 |
 迪士尼DIS |
| 0.34% | 0.4% | $1.33亿 | 138.6万股 | $1.32亿 | 136.7万股 | +1.9万股+1.37% | 加仓 |
