 英伟达NVDA |
| 4.71% | 5.67% | $19.19亿 | 1,096.4万股 | $17.89亿 | 1,182.1万股 | -85.7万股-7.25% | 减仓 |
 苹果AAPL |
| 4.59% | 4.11% | $18.67亿 | 737.7万股 | $12.98亿 | 589.2万股 | +148.5万股+25.21% | 加仓 |
 微软MSFT |
| 4.43% | 5.76% | $18.03亿 | 552.5万股 | $18.17亿 | 565.6万股 | -13.1万股-2.31% | 减仓 |
 博通AVGO |
| 4% | 4.63% | $16.29亿 | 492.9万股 | $14.62亿 | 544.3万股 | -51.4万股-9.45% | 减仓 |
 亚马逊AMZN |
| 3.75% | 4.32% | $15.25亿 | 731.5万股 | $13.64亿 | 754.7万股 | -23.2万股-3.07% | 减仓 |
 美光科技MU |
| 3.58% | 0.7% | $14.59亿 | 144.5万股 | $2.20亿 | 75.1万股 | +69.4万股+92.42% | 加仓 |
 礼来LLY |
| 3.12% | 2.94% | $12.70亿 | 121.0万股 | $9.27亿 | 116.2万股 | +4.9万股+4.18% | 加仓 |
 摩根大通JPM |
| 2.5% | 2.72% | $10.18亿 | 355.4万股 | $8.58亿 | 336.2万股 | +19.2万股+5.72% | 加仓 |
 AMD超威AMD |
| 2.01% | 0.53% | $8.16亿 | 160.7万股 | $1.67亿 | 94.8万股 | +65.9万股+69.60% | 加仓 |
 英特尔INTC |
| 1.42% | 0.35% | $5.76亿 | 471.9万股 | $1.11亿 | 289.3万股 | +182.6万股+63.10% | 加仓 |
 万事达MA |
| 1.38% | 1.95% | $5.64亿 | 125.5万股 | $6.14亿 | 141.6万股 | -16.1万股-11.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.35% | 1.14% | $5.50亿 | 125.6万股 | $3.59亿 | 86.4万股 | +39.3万股+45.46% | 加仓 |
 好市多COST |
| 1.3% | 2.08% | $5.28亿 | 64.6万股 | $6.57亿 | 76.0万股 | -11.4万股-15.01% | 减仓 |
 VisaV |
| 1.18% | 1.02% | $4.81亿 | 160.4万股 | $3.21亿 | 122.3万股 | +38.2万股+31.21% | 加仓 |
 沃尔玛WMT |
| 1.11% | 0.97% | $4.53亿 | 457.8万股 | $3.05亿 | 282.6万股 | +175.1万股+61.97% | 加仓 |
 应用材料AMAT |
| 1.08% | 0.48% | $4.40亿 | 69.5万股 | $1.53亿 | 51.4万股 | +18.1万股+35.13% | 加仓 |
 泛林集团LRCX |
| 1.04% | 0.49% | $4.23亿 | 111.6万股 | $1.54亿 | 83.3万股 | +28.4万股+34.09% | 加仓 |
 思科CSCO |
| 0.92% | 0.57% | $3.74亿 | 363.8万股 | $1.81亿 | 269.4万股 | +94.4万股+35.02% | 加仓 |
 艾伯维ABBV |
| 0.87% | 0.75% | $3.55亿 | 161.3万股 | $2.36亿 | 124.9万股 | +36.4万股+29.18% | 加仓 |
 康宁GLW |
| 0.84% | 0.28% | $3.44亿 | 153.8万股 | $8,695.2万 | 73.7万股 | +80.1万股+108.67% | 加仓 |
 Arista网络ANET |
| 0.79% | 0.86% | $3.23亿 | 217.5万股 | $2.70亿 | 253.3万股 | -35.8万股-14.13% | 减仓 |
 科磊KLAC |
| 0.76% | 0.36% | $3.09亿 | 116.9万股 | $1.14亿 | 8.9万股 | +108.0万股+1,207.18% | 加仓 |
 GE航空GE |
| 0.76% | 0.58% | $3.08亿 | 94.2万股 | $1.83亿 | 74.1万股 | +20.1万股+27.12% | 加仓 |
| BBANK OF AMERBAC |
| 0.73% | 0.58% | $2.97亿 | 595.4万股 | $1.84亿 | 434.3万股 | +161.1万股+37.10% | 加仓 |
 TJXTJX |
| 0.71% | 1.32% | $2.90亿 | 218.7万股 | $4.17亿 | 301.1万股 | -82.5万股-27.39% | 减仓 |
 联合健康UNH |
| 0.71% | 0.42% | $2.88亿 | 79.4万股 | $1.34亿 | 56.9万股 | +22.5万股+39.51% | 加仓 |
 家得宝HD |
| 0.69% | 0.66% | $2.80亿 | 90.7万股 | $2.08亿 | 72.7万股 | +18.0万股+24.73% | 加仓 |
 宝洁PG |
| 0.67% | 0.67% | $2.73亿 | 212.6万股 | $2.11亿 | 168.0万股 | +44.6万股+26.56% | 加仓 |
| T赛默飞世尔TMO |
| 0.65% | 1.26% | $2.67亿 | 60.8万股 | $3.98亿 | 93.2万股 | -32.4万股-34.79% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.64% | 1.09% | $2.59亿 | 78.9万股 | $3.43亿 | 142.2万股 | -63.4万股-44.55% | 减仓 |
 默沙东MRK |
| 0.62% | 0.57% | $2.54亿 | 225.9万股 | $1.78亿 | 170.8万股 | +55.1万股+32.28% | 加仓 |
 可口可乐KO |
| 0.61% | 0.52% | $2.48亿 | 349.6万股 | $1.63亿 | 247.3万股 | +102.3万股+41.35% | 加仓 |
 NETFLIXNFLX |
| 0.56% | 0.73% | $2.28亿 | 364.4万股 | $2.31亿 | 277.1万股 | +87.3万股+31.51% | 加仓 |
 PROGRESSIVEPGR |
| 0.55% | 0.92% | $2.24亿 | 117.3万股 | $2.90亿 | 168.3万股 | -51.0万股-30.30% | 减仓 |
 高盛GS |
| 0.54% | 0.42% | $2.21亿 | 25.0万股 | $1.32亿 | 17.9万股 | +7.1万股+39.47% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.52% | 0.13% | $2.13亿 | 53.1万股 | $4,252.0万 | 10.1万股 | +43.0万股+425.45% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.52% | 0.39% | $2.13亿 | 117.4万股 | $1.22亿 | 86.9万股 | +30.5万股+35.14% | 加仓 |
| SSANDISK COMSNDK |
| 0.52% | — | $2.10亿 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
 FIFTH THIRD BANCORP COMFITB |
| 0.51% | 0.86% | $2.07亿 | 419.1万股 | $2.72亿 | 674.9万股 | -255.8万股-37.90% | 减仓 |
 林德LIN |
| 0.5% | 0.5% | $2.06亿 | 45.3万股 | $1.56亿 | 36.3万股 | +9.0万股+24.76% | 加仓 |
 PALO ALTOPANW |
| 0.5% | 0.25% | $2.03亿 | 68.1万股 | $7,898.9万 | 56.8万股 | +11.3万股+19.92% | 加仓 |
 德州仪器TXN |
| 0.49% | 0.3% | $2.00亿 | 76.7万股 | $9,487.4万 | 56.3万股 | +20.4万股+36.29% | 加仓 |
 史赛克SYK |
| 0.48% | 0.96% | $1.97亿 | 71.7万股 | $3.04亿 | 106.5万股 | -34.8万股-32.66% | 减仓 |
 摩根士丹利MS |
| 0.46% | 0.33% | $1.89亿 | 103.4万股 | $1.03亿 | 72.0万股 | +31.4万股+43.59% | 加仓 |
 安费诺APH |
| 0.46% | 0.39% | $1.89亿 | 122.4万股 | $1.23亿 | 112.0万股 | +10.4万股+9.26% | 加仓 |
 甲骨文ORCL |
| 0.46% | 0.42% | $1.88亿 | 146.4万股 | $1.34亿 | 104.7万股 | +41.7万股+39.83% | 加仓 |
 直觉外科ISRG |
| 0.46% | 0.9% | $1.86亿 | 53.4万股 | $2.84亿 | 70.9万股 | -17.5万股-24.67% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.44% | 0.41% | $1.79亿 | 247.2万股 | $1.29亿 | 186.0万股 | +61.2万股+32.89% | 加仓 |
| C花旗集团C |
| 0.44% | 0.3% | $1.78亿 | 145.1万股 | $9,463.8万 | 96.1万股 | +48.9万股+50.88% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.43% | 0.87% | $1.76亿 | 56.1万股 | $2.76亿 | 126.7万股 | -70.7万股-55.77% | 减仓 |
