 英伟达NVDA |
| 6.93% | 7.72% | $25.84亿 | 1,296.7万股 | $24.71亿 | 1,429.5万股 | -132.8万股-9.29% | 减仓 |
 苹果AAPL |
| 5.26% | 5.11% | $19.62亿 | 681.4万股 | $16.34亿 | 647.0万股 | +34.4万股+5.32% | 加仓 |
 微软MSFT |
| 4.26% | 4.84% | $15.89亿 | 427.1万股 | $15.48亿 | 420.5万股 | +6.6万股+1.57% | 加仓 |
 亚马逊AMZN |
| 3.17% | 3.19% | $11.81亿 | 494.8万股 | $10.21亿 | 493.1万股 | +1.7万股+0.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.92% | 2.86% | $10.88亿 | 308.2万股 | $9.17亿 | 322.0万股 | -13.8万股-4.29% | 减仓 |
 谷歌AGOOGL |
| 2.47% | 2.19% | $9.21亿 | 258.2万股 | $7.03亿 | 246.6万股 | +11.6万股+4.70% | 加仓 |
 博通AVGO |
| 2.17% | 2.58% | $8.10亿 | 214.8万股 | $8.27亿 | 269.4万股 | -54.5万股-20.25% | 减仓 |
 AMD超威AMD |
| 1.82% | 0.57% | $6.80亿 | 118.7万股 | $1.82亿 | 90.0万股 | +28.7万股+31.87% | 加仓 |
 美光科技MU |
| 1.81% | 0.53% | $6.76亿 | 58.7万股 | $1.69亿 | 50.8万股 | +7.9万股+15.45% | 加仓 |
 特斯拉TSLA |
| 1.67% | 1.75% | $6.24亿 | 148.7万股 | $5.59亿 | 151.3万股 | -2.6万股-1.70% | 减仓 |
 Meta平台META |
| 1.66% | 1.92% | $6.18亿 | 109.7万股 | $6.14亿 | 108.5万股 | +1.3万股+1.15% | 加仓 |
 英特尔INTC |
| 1.47% | 0.79% | $5.49亿 | 399.8万股 | $2.53亿 | 584.8万股 | -185.0万股-31.64% | 减仓 |
 礼来LLY |
| 1.39% | 1.26% | $5.17亿 | 42.9万股 | $4.03亿 | 44.1万股 | -1.2万股-2.73% | 减仓 |
 强生JNJ |
| 1.27% | 1.42% | $4.75亿 | 186.1万股 | $4.56亿 | 186.7万股 | -5,821股-0.31% | 减仓 |
 VisaV |
| 1.18% | 1.11% | $4.40亿 | 128.4万股 | $3.55亿 | 117.6万股 | +10.7万股+9.13% | 加仓 |
 科磊KLAC |
| 1.14% | 0.94% | $4.26亿 | 143.9万股 | $2.99亿 | 20.6万股 | +123.3万股+598.31% | 加仓 |
| BBANK OF AMERBAC |
| 1.14% | 1.09% | $4.26亿 | 743.5万股 | $3.48亿 | 720.2万股 | +23.4万股+3.25% | 加仓 |
 卡特彼勒CAT |
| 1.08% | 0.76% | $4.04亿 | 38.2万股 | $2.43亿 | 34.7万股 | +3.5万股+10.15% | 加仓 |
 艾伯维ABBV |
| 1.03% | 1.01% | $3.82亿 | 151.5万股 | $3.25亿 | 149.8万股 | +1.7万股+1.14% | 加仓 |
 可口可乐KO |
| 0.97% | 1.01% | $3.62亿 | 443.1万股 | $3.24亿 | 425.3万股 | +17.8万股+4.19% | 加仓 |
 LOWES COS COMLOW |
| 0.93% | 0.95% | $3.46亿 | 157.1万股 | $3.05亿 | 129.3万股 | +27.7万股+21.44% | 加仓 |
 迈威尔MRVL |
| 0.91% | 0.21% | $3.41亿 | 115.9万股 | $6,795.1万 | 70.2万股 | +45.8万股+65.22% | 加仓 |
 默沙东MRK |
| 0.83% | 1.06% | $3.09亿 | 239.9万股 | $3.39亿 | 282.2万股 | -42.4万股-15.01% | 减仓 |
 泛林集团LRCX |
| 0.8% | 0.71% | $2.98亿 | 69.1万股 | $2.29亿 | 108.2万股 | -39.1万股-36.16% | 减仓 |
 联合健康UNH |
| 0.75% | 0.47% | $2.78亿 | 66.8万股 | $1.49亿 | 55.5万股 | +11.3万股+20.39% | 加仓 |
 PALO ALTOPANW |
| 0.74% | 0.45% | $2.76亿 | 81.5万股 | $1.46亿 | 91.4万股 | -9.9万股-10.84% | 减仓 |
| C花旗集团C |
| 0.74% | 0.78% | $2.76亿 | 196.7万股 | $2.50亿 | 222.7万股 | -26.0万股-11.69% | 减仓 |
| T赛默飞世尔TMO |
| 0.73% | 0.64% | $2.71亿 | 54.0万股 | $2.05亿 | 41.8万股 | +12.1万股+29.03% | 加仓 |
 恩智浦NXPI |
| 0.73% | 0.61% | $2.71亿 | 96.7万股 | $1.95亿 | 99.7万股 | -3.0万股-3.03% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.72% | 0.62% | $2.68亿 | 473.7万股 | $2.00亿 | 433.6万股 | +40.1万股+9.24% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.68% | 0.48% | $2.54亿 | 322.6万股 | $1.55亿 | 214.5万股 | +108.2万股+50.44% | 加仓 |
 摩根士丹利MS |
| 0.67% | 0.24% | $2.50亿 | 119.0万股 | $7,596.5万 | 46.4万股 | +72.6万股+156.42% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.59% | 0.32% | $2.19亿 | 129.2万股 | $1.04亿 | 49.1万股 | +80.1万股+163.31% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.63% | $2.18亿 | 66.6万股 | $2.03亿 | 69.3万股 | -2.7万股-3.83% | 减仓 |
| IIBMIBM |
| 0.58% | 0.31% | $2.17亿 | 77.2万股 | $9,769.6万 | 40.4万股 | +36.8万股+91.20% | 加仓 |
 CrowdStrikeCRWD |
| 0.57% | 0.41% | $2.13亿 | 28.1万股 | $1.32亿 | 34.0万股 | -5.9万股-17.39% | 减仓 |
 派克汉尼汾PH |
| 0.53% | 0.55% | $1.98亿 | 20.3万股 | $1.77亿 | 19.9万股 | +4,132股+2.07% | 加仓 |
 太平洋煤电PCG |
| 0.52% | 0.54% | $1.95亿 | 1,157.2万股 | $1.71亿 | 975.3万股 | +181.9万股+18.65% | 加仓 |
 BOOKING COMBKNG |
| 0.52% | 0.52% | $1.93亿 | 107.8万股 | $1.67亿 | 4.0万股 | +103.8万股+2,608.12% | 加仓 |
 应用材料AMAT |
| 0.51% | 0.28% | $1.91亿 | 26.5万股 | $8,866.3万 | 26.1万股 | +4,082股+1.57% | 加仓 |
 ServiceNowNOW |
| 0.5% | 0.44% | $1.88亿 | 189.3万股 | $1.41亿 | 134.5万股 | +54.8万股+40.76% | 加仓 |
 第一资本COF |
| 0.5% | 0.19% | $1.87亿 | 93.1万股 | $6,034.5万 | 33.2万股 | +59.9万股+180.67% | 加仓 |
 联合太平洋铁路UNP |
| 0.5% | 0.1% | $1.87亿 | 68.6万股 | $3,262.4万 | 13.5万股 | +55.1万股+409.18% | 加仓 |
 罗克韦尔自动化ROK |
| 0.5% | 0.31% | $1.86亿 | 37.8万股 | $9,825.4万 | 27.6万股 | +10.2万股+36.85% | 加仓 |
 PROGRESSIVEPGR |
| 0.48% | 0.52% | $1.80亿 | 82.5万股 | $1.66亿 | 83.4万股 | -8,957股-1.07% | 减仓 |
 GE VernovaGEV |
| 0.48% | 0.49% | $1.79亿 | 15.5万股 | $1.58亿 | 18.4万股 | -2.9万股-15.58% | 减仓 |
 麦当劳MCD |
| 0.46% | 0.45% | $1.73亿 | 64.2万股 | $1.45亿 | 46.7万股 | +17.5万股+37.37% | 加仓 |
 德州仪器TXN |
| 0.46% | 0.34% | $1.73亿 | 58.1万股 | $1.09亿 | 56.3万股 | +1.8万股+3.17% | 加仓 |
 林德LIN |
| 0.46% | 0.46% | $1.72亿 | 33.3万股 | $1.48亿 | 29.7万股 | +3.6万股+12.04% | 加仓 |
 宝洁PG |
| 0.45% | 0.45% | $1.69亿 | 115.0万股 | $1.44亿 | 99.6万股 | +15.4万股+15.42% | 加仓 |
