 英伟达NVDA |
| 6.27% | 6.35% | $259.16亿 | 1.30亿股 | $233.29亿 | 1.34亿股 | -424.4万股-3.17% | 减仓 |
 苹果AAPL |
| 4.96% | 5.05% | $204.75亿 | 7,075.8万股 | $185.48亿 | 7,308.3万股 | -232.4万股-3.18% | 减仓 |
 微软MSFT |
| 4.22% | 4.2% | $174.18亿 | 4,669.5万股 | $154.27亿 | 4,167.5万股 | +502.0万股+12.04% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 3.88% | 5.14% | $160.28亿 | 2.06亿股 | $188.69亿 | 2.07亿股 | -127.6万股-0.62% | 减仓 |
 亚马逊AMZN |
| 3.68% | 3.48% | $152.11亿 | 6,382.2万股 | $127.88亿 | 6,140.1万股 | +242.2万股+3.94% | 加仓 |
 谷歌AGOOGL |
| 2.87% | 2.48% | $118.66亿 | 3,320.3万股 | $91.29亿 | 3,174.6万股 | +145.7万股+4.59% | 加仓 |
 博通AVGO |
| 2.44% | 2.2% | $100.97亿 | 2,673.0万股 | $80.67亿 | 2,606.5万股 | +66.5万股+2.55% | 加仓 |
 特斯拉TSLA |
| 2.04% | 2.24% | $84.37亿 | 2,005.9万股 | $82.44亿 | 2,217.5万股 | -211.6万股-9.54% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.71% | $73.87亿 | 2,090.6万股 | $62.89亿 | 2,192.2万股 | -101.6万股-4.63% | 减仓 |
 AMD超威AMD |
| 1.6% | 0.76% | $66.28亿 | 1,140.9万股 | $27.83亿 | 1,368.1万股 | -227.2万股-16.60% | 减仓 |
 Meta平台META |
| 1.51% | 1.85% | $62.54亿 | 1,110.2万股 | $67.85亿 | 1,185.9万股 | -75.7万股-6.38% | 减仓 |
 礼来LLY |
| 1.4% | 1.27% | $57.67亿 | 480.8万股 | $46.49亿 | 505.5万股 | -24.7万股-4.88% | 减仓 |
 应用材料AMAT |
| 1.37% | 0.61% | $56.45亿 | 780.8万股 | $22.43亿 | 656.1万股 | +124.7万股+19.00% | 加仓 |
 美光科技MU |
| 1.22% | 0.55% | $50.57亿 | 438.1万股 | $20.17亿 | 597.1万股 | -159.0万股-26.63% | 减仓 |
 英特尔INTC |
| 1.02% | 0.47% | $42.30亿 | 3,029.4万股 | $17.20亿 | 3,896.9万股 | -867.5万股-22.26% | 减仓 |
 泛林集团LRCX |
| 0.99% | 0.59% | $40.85亿 | 942.6万股 | $21.68亿 | 1,014.7万股 | -72.1万股-7.11% | 减仓 |
 强生JNJ |
| 0.81% | 0.89% | $33.31亿 | 1,311.8万股 | $32.77亿 | 1,340.7万股 | -28.9万股-2.16% | 减仓 |
 阿斯利康AZN |
| 0.75% | 0.83% | $31.14亿 | 1,642.3万股 | $30.34亿 | 1,538.6万股 | +103.7万股+6.74% | 加仓 |
 科磊KLAC |
| 0.68% | 0.44% | $28.26亿 | 936.6万股 | $16.15亿 | 109.7万股 | +826.9万股+753.98% | 加仓 |
 VisaV |
| 0.64% | 0.54% | $26.47亿 | 771.5万股 | $20.02亿 | 662.3万股 | +109.2万股+16.49% | 加仓 |
 摩根大通JPM |
| 0.63% | 0.56% | $26.07亿 | 796.6万股 | $20.50亿 | 696.8万股 | +99.7万股+14.31% | 加仓 |
 家得宝HD |
| 0.63% | 0.52% | $25.89亿 | 734.0万股 | $19.10亿 | 580.6万股 | +153.3万股+26.41% | 加仓 |
 德州仪器TXN |
| 0.62% | 0.48% | $25.44亿 | 853.5万股 | $17.60亿 | 906.4万股 | -52.9万股-5.84% | 减仓 |
 艾伯维ABBV |
| 0.61% | 0.63% | $25.26亿 | 1,003.9万股 | $23.27亿 | 1,069.8万股 | -65.9万股-6.16% | 减仓 |
 迈威尔MRVL |
| 0.59% | 0.12% | $24.55亿 | 824.2万股 | $4.52亿 | 456.3万股 | +367.8万股+80.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.61% | $23.57亿 | 471.0万股 | $22.56亿 | 470.8万股 | +1,819股+0.04% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.49% | $23.55亿 | 2,079.7万股 | $17.90亿 | 1,440.4万股 | +639.3万股+44.39% | 加仓 |
 雪佛龙CVX |
| 0.56% | 0.69% | $23.04亿 | 1,390.0万股 | $25.21亿 | 1,218.5万股 | +171.5万股+14.07% | 加仓 |
 好市多COST |
| 0.55% | 0.77% | $22.68亿 | 242.4万股 | $28.29亿 | 283.9万股 | -41.5万股-14.60% | 减仓 |
 卡特彼勒CAT |
| 0.53% | 0.43% | $21.96亿 | 206.2万股 | $15.71亿 | 221.8万股 | -15.5万股-7.00% | 减仓 |
 思科CSCO |
| 0.52% | 0.38% | $21.65亿 | 1,843.3万股 | $14.07亿 | 1,813.0万股 | +30.3万股+1.67% | 加仓 |
 联合健康UNH |
| 0.51% | 0.47% | $21.01亿 | 505.5万股 | $17.25亿 | 637.6万股 | -132.1万股-20.72% | 减仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.56% | $20.86亿 | 3,661.6万股 | $20.66亿 | 4,238.5万股 | -576.9万股-13.61% | 减仓 |
 帕兰提尔PLTR |
| 0.5% | 0.65% | $20.56亿 | 1,762.3万股 | $24.01亿 | 1,641.0万股 | +121.3万股+7.39% | 加仓 |
| DDEUTSCHE BK |
| 0.48% | 0.49% | $19.71亿 | 5,836.8万股 | $17.89亿 | 6,006.0万股 | -169.1万股-2.82% | 减仓 |
| Q高通QCOM |
| 0.46% | 0.18% | $18.84亿 | 1,019.6万股 | $6.76亿 | 525.3万股 | +494.3万股+94.10% | 加仓 |
 万事达MA |
| 0.45% | 0.47% | $18.63亿 | 362.6万股 | $17.12亿 | 342.7万股 | +19.9万股+5.82% | 加仓 |
 PALO ALTOPANW |
| 0.45% | 0.27% | $18.47亿 | 541.7万股 | $10.10亿 | 629.8万股 | -88.0万股-13.98% | 减仓 |
 NETFLIXNFLX |
| 0.44% | 0.61% | $18.22亿 | 2,551.3万股 | $22.30亿 | 2,319.1万股 | +232.2万股+10.01% | 加仓 |
 GE VernovaGEV |
| 0.43% | 0.43% | $17.69亿 | 150.6万股 | $15.76亿 | 180.5万股 | -29.9万股-16.58% | 减仓 |
| SSANDISK COMSNDK |
| 0.41% | 0.15% | $16.94亿 | 74.5万股 | $5.54亿 | 87.3万股 | -12.7万股-14.61% | 减仓 |
| C花旗集团C |
| 0.4% | 0.37% | $16.63亿 | 1,188.3万股 | $13.75亿 | 1,212.7万股 | -24.3万股-2.01% | 减仓 |
 高盛GS |
| 0.39% | 0.38% | $15.93亿 | 157.5万股 | $14.01亿 | 165.6万股 | -8.1万股-4.87% | 减仓 |
 默沙东MRK |
| 0.38% | 0.45% | $15.86亿 | 1,234.2万股 | $16.56亿 | 1,376.5万股 | -142.3万股-10.34% | 减仓 |
 宝洁PG |
| 0.38% | 0.36% | $15.66亿 | 1,068.0万股 | $13.23亿 | 916.1万股 | +151.9万股+16.58% | 加仓 |
| IIBMIBM |
| 0.37% | 0.31% | $15.36亿 | 546.2万股 | $11.56亿 | 477.1万股 | +69.1万股+14.48% | 加仓 |
 雷神技术RTX |
| 0.36% | 0.39% | $14.74亿 | 776.8万股 | $14.41亿 | 747.2万股 | +29.6万股+3.96% | 加仓 |
 甲骨文ORCL |
| 0.35% | 0.39% | $14.48亿 | 987.8万股 | $14.32亿 | 973.4万股 | +14.4万股+1.48% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.35% | 0.44% | $14.27亿 | 359.3万股 | $16.05亿 | 504.4万股 | -145.1万股-28.77% | 减仓 |
 AMGEN COMAMGN |
| 0.34% | 0.32% | $14.09亿 | 389.0万股 | $11.88亿 | 337.7万股 | +51.3万股+15.19% | 加仓 |
