 微软MSFT |
| 6.97% | 7.31% | $24.90亿 | 667.5万股 | $20.51亿 | 554.1万股 | +113.4万股+20.46% | 加仓 |
 英伟达NVDA |
| 6.4% | 6.36% | $22.86亿 | 1,142.4万股 | $17.85亿 | 1,023.3万股 | +119.2万股+11.64% | 加仓 |
 谷歌AGOOGL |
| 5.85% | 4.98% | $20.88亿 | 584.4万股 | $13.97亿 | 485.8万股 | +98.6万股+20.29% | 加仓 |
 亚马逊AMZN |
| 5.2% | 5.53% | $18.56亿 | 778.6万股 | $15.52亿 | 745.0万股 | +33.5万股+4.50% | 加仓 |
 博通AVGO |
| 4.37% | 2.71% | $15.61亿 | 413.3万股 | $7.60亿 | 245.6万股 | +167.7万股+68.31% | 加仓 |
 苹果AAPL |
| 3.9% | 4.35% | $13.91亿 | 480.8万股 | $12.20亿 | 480.7万股 | +1,744股+0.04% | 加仓 |
 VisaV |
| 3.46% | 2.15% | $12.38亿 | 360.7万股 | $6.03亿 | 199.6万股 | +161.1万股+80.72% | 加仓 |
 Meta平台META |
| 3.3% | 3.35% | $11.79亿 | 209.4万股 | $9.41亿 | 164.4万股 | +44.9万股+27.31% | 加仓 |
 万事达MA |
| 2.77% | 1.95% | $9.88亿 | 192.3万股 | $5.48亿 | 109.6万股 | +82.7万股+75.50% | 加仓 |
| AATLASSIAN CL ATEAM |
| 2.14% | 1.97% | $7.65亿 | 983.1万股 | $5.51亿 | 807.8万股 | +175.3万股+21.70% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.21% | 1.05% | $4.32亿 | 257.3万股 | $2.93亿 | 139.6万股 | +117.7万股+84.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.1% | $4.22亿 | 119.3万股 | $3.07亿 | 107.2万股 | +12.2万股+11.36% | 加仓 |
 惠普HPQ |
| 1.16% | 1.36% | $4.13亿 | 1,884.2万股 | $3.80亿 | 1,980.3万股 | -96.1万股-4.86% | 减仓 |
 礼来LLY |
| 1.08% | 1.12% | $3.87亿 | 32.3万股 | $3.14亿 | 34.1万股 | -1.8万股-5.30% | 减仓 |
 特斯拉TSLA |
| 1.04% | 1.12% | $3.73亿 | 88.6万股 | $3.13亿 | 84.1万股 | +4.4万股+5.28% | 加仓 |
 美光科技MU |
| 0.98% | 0.42% | $3.52亿 | 30.5万股 | $1.19亿 | 35.3万股 | -4.8万股-13.65% | 减仓 |
 台积电TSM |
| 0.91% | 0.28% | $3.26亿 | 68.4万股 | $7,955.0万 | 23.5万股 | +44.9万股+190.57% | 加仓 |
 BOOKING COMBKNG |
| 0.82% | 0.54% | $2.94亿 | 164.8万股 | $1.53亿 | 3.6万股 | +161.2万股+4,444.29% | 加仓 |
| BBANK OF AMERBAC |
| 0.77% | 0.85% | $2.75亿 | 482.9万股 | $2.38亿 | 487.7万股 | -4.8万股-0.98% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.74% | 0.91% | $2.64亿 | 200.7万股 | $2.54亿 | 178.1万股 | +22.6万股+12.70% | 加仓 |
 摩根大通JPM |
| 0.71% | 0.81% | $2.52亿 | 77.0万股 | $2.26亿 | 76.8万股 | +2,494股+0.32% | 加仓 |
 财捷INTU |
| 0.7% | 0.1% | $2.50亿 | 95.8万股 | $2,718.9万 | 6.3万股 | +89.5万股+1,423.82% | 加仓 |
 AMD超威AMD |
| 0.69% | 0.47% | $2.47亿 | 42.5万股 | $1.31亿 | 64.3万股 | -21.7万股-33.83% | 减仓 |
| C花旗集团C |
| 0.66% | 0.73% | $2.37亿 | 169.2万股 | $2.05亿 | 180.8万股 | -11.6万股-6.43% | 减仓 |
 高盛GS |
| 0.65% | 0.71% | $2.32亿 | 22.9万股 | $2.00亿 | 23.7万股 | -7,712股-3.26% | 减仓 |
 PELOTON INTERACTIVEPTON |
| 0.63% | 0.35% | $2.25亿 | 3,811.5万股 | $9,732.0万 | 2,268.5万股 | +1,543.0万股+68.02% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 0.61% | 0.26% | $2.16亿 | 318.9万股 | $7,197.9万 | 134.4万股 | +184.5万股+137.24% | 加仓 |
 甲骨文ORCL |
| 0.58% | 1.48% | $2.07亿 | 141.0万股 | $4.15亿 | 281.8万股 | -140.8万股-49.96% | 减仓 |
 英特尔INTC |
| 0.56% | 0.36% | $2.00亿 | 143.3万股 | $1.01亿 | 227.8万股 | -84.5万股-37.11% | 减仓 |
 GE航空GE |
| 0.55% | 0.6% | $1.97亿 | 52.8万股 | $1.68亿 | 59.1万股 | -6.3万股-10.73% | 减仓 |
 强生JNJ |
| 0.54% | 0.63% | $1.93亿 | 76.1万股 | $1.77亿 | 72.6万股 | +3.5万股+4.86% | 加仓 |
 CHUBB LIMITEDCB |
| 0.53% | 0.62% | $1.90亿 | 55.7万股 | $1.75亿 | 53.6万股 | +2.1万股+3.92% | 加仓 |
 联合健康UNH |
| 0.53% | 0.52% | $1.88亿 | 45.3万股 | $1.45亿 | 53.7万股 | -8.4万股-15.58% | 减仓 |
 ServiceNowNOW |
| 0.52% | 0.72% | $1.86亿 | 187.6万股 | $2.02亿 | 192.9万股 | -5.3万股-2.75% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.57% | $1.85亿 | 37.0万股 | $1.61亿 | 33.5万股 | +3.4万股+10.24% | 加仓 |
 MATCH NEWMTCH |
| 0.5% | 0.38% | $1.77亿 | 465.7万股 | $1.06亿 | 344.1万股 | +121.7万股+35.37% | 加仓 |
 埃克森美孚XOM |
| 0.5% | 0.72% | $1.77亿 | 129.3万股 | $2.01亿 | 118.2万股 | +11.1万股+9.38% | 加仓 |
 思科CSCO |
| 0.48% | 0.46% | $1.72亿 | 146.4万股 | $1.29亿 | 166.3万股 | -19.9万股-11.98% | 减仓 |
 艾伯维ABBV |
| 0.43% | 0.49% | $1.54亿 | 61.1万股 | $1.36亿 | 62.7万股 | -1.6万股-2.55% | 减仓 |
 埃森哲ACN |
| 0.42% | 0.24% | $1.48亿 | 119.1万股 | $6,736.1万 | 34.0万股 | +85.2万股+250.67% | 加仓 |
 家得宝HD |
| 0.41% | 0.48% | $1.48亿 | 41.9万股 | $1.35亿 | 41.0万股 | +9,722股+2.37% | 加仓 |
 应用材料AMAT |
| 0.4% | 0.3% | $1.44亿 | 19.9万股 | $8,536.7万 | 25.0万股 | -5.1万股-20.26% | 减仓 |
 标普全球SPGI |
| 0.39% | 0.53% | $1.38亿 | 33.8万股 | $1.49亿 | 35.1万股 | -1.3万股-3.84% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.37% | 0.13% | $1.34亿 | 33.6万股 | $3,530.4万 | 11.1万股 | +22.5万股+202.94% | 加仓 |
| N新纪元能源NEE |
| 0.37% | 0.5% | $1.31亿 | 149.7万股 | $1.39亿 | 149.7万股 | -85股-0.01% | 减仓 |
 GE VernovaGEV |
| 0.37% | 0.38% | $1.31亿 | 11.2万股 | $1.06亿 | 12.2万股 | -9,993股-8.21% | 减仓 |
 默沙东MRK |
| 0.36% | 0.38% | $1.30亿 | 100.9万股 | $1.08亿 | 89.7万股 | +11.2万股+12.48% | 加仓 |
 泛林集团LRCX |
| 0.35% | 0.2% | $1.25亿 | 28.9万股 | $5,670.5万 | 26.5万股 | +2.4万股+8.88% | 加仓 |
 直觉外科ISRG |
| 0.34% | 0.41% | $1.23亿 | 30.8万股 | $1.16亿 | 25.2万股 | +5.6万股+22.34% | 加仓 |
 艾默生电气EMR |
| 0.34% | 0.43% | $1.20亿 | 84.2万股 | $1.21亿 | 92.6万股 | -8.4万股-9.10% | 减仓 |
