 英伟达NVDA |
| 6.5% | 4.74% | $652.20亿 | 3.26亿股 | $337.85亿 | 3.12亿股 | +1,422.1万股+4.56% | 加仓 |
 苹果AAPL |
| 5.5% | 5.67% | $551.89亿 | 1.91亿股 | $403.95亿 | 1.82亿股 | +887.5万股+4.88% | 加仓 |
 微软MSFT |
| 3.82% | 5.28% | $383.21亿 | 1.03亿股 | $375.99亿 | 1.00亿股 | +257.4万股+2.57% | 加仓 |
 亚马逊AMZN |
| 3.34% | 3.27% | $335.02亿 | 1.41亿股 | $232.75亿 | 1.22亿股 | +1,823.2万股+14.90% | 加仓 |
 谷歌AGOOGL |
| 2.88% | 2.95% | $289.22亿 | 8,093.1万股 | $210.39亿 | 1.36亿股 | -5,511.9万股-40.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.63% | 0.38% | $264.25亿 | 7,478.9万股 | $26.78亿 | 1,714.4万股 | +5,764.5万股+336.24% | 加仓 |
 博通AVGO |
| 2.48% | 1.64% | $249.21亿 | 6,597.1万股 | $116.75亿 | 6,972.8万股 | -375.7万股-5.39% | 减仓 |
 Meta平台META |
| 1.84% | 2.57% | $184.35亿 | 3,272.7万股 | $183.21亿 | 3,178.8万股 | +93.9万股+2.95% | 加仓 |
 美光科技MU |
| 1.75% | 0.18% | $175.23亿 | 1,518.1万股 | $12.51亿 | 1,439.7万股 | +78.4万股+5.44% | 加仓 |
 特斯拉TSLA |
| 1.63% | 1.26% | $163.25亿 | 3,881.2万股 | $89.61亿 | 3,457.7万股 | +423.6万股+12.25% | 加仓 |
 礼来LLY |
| 1.37% | 1.27% | $137.59亿 | 1,147.1万股 | $90.81亿 | 1,099.5万股 | +47.6万股+4.33% | 加仓 |
 AMD超威AMD |
| 1.35% | 0.3% | $135.71亿 | 2,336.1万股 | $21.51亿 | 2,093.5万股 | +242.6万股+11.59% | 加仓 |
 摩根大通JPM |
| 1.18% | 1.2% | $118.24亿 | 3,612.2万股 | $85.67亿 | 3,492.3万股 | +120.0万股+3.44% | 加仓 |
 英特尔INTC |
| 0.86% | 0.2% | $86.17亿 | 6,171.5万股 | $14.38亿 | 6,330.9万股 | -159.4万股-2.52% | 减仓 |
 埃克森美孚XOM |
| 0.83% | 1.02% | $83.40亿 | 6,100.0万股 | $72.53亿 | 6,098.2万股 | +1.8万股+0.03% | 加仓 |
 应用材料AMAT |
| 0.81% | 0.21% | $81.74亿 | 1,130.6万股 | $15.18亿 | 1,046.0万股 | +84.6万股+8.09% | 加仓 |
 强生JNJ |
| 0.81% | 0.72% | $80.83亿 | 3,182.5万股 | $51.10亿 | 3,081.1万股 | +101.4万股+3.29% | 加仓 |
 泛林集团LRCX |
| 0.78% | 0.2% | $78.53亿 | 1,812.3万股 | $14.37亿 | 1,976.9万股 | -164.6万股-8.32% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.77% | 1.07% | $77.66亿 | 1.0万股 | $76.41亿 | 9,570股 | +801股+8.37% | 加仓 |
 沃尔玛WMT |
| 0.65% | 0.65% | $65.04亿 | 5,742.4万股 | $46.40亿 | 5,284.8万股 | +457.6万股+8.66% | 加仓 |
 思科CSCO |
| 0.64% | 0.46% | $64.41亿 | 5,483.6万股 | $32.80亿 | 5,314.7万股 | +168.8万股+3.18% | 加仓 |
 艾伯维ABBV |
| 0.64% | 0.72% | $64.31亿 | 2,555.5万股 | $51.32亿 | 2,449.6万股 | +105.9万股+4.32% | 加仓 |
 阿斯利康AZN |
| 0.63% | <0.01% | $63.35亿 | 3,386.4万股 | $120.4万 | 1.6万股 | +3,384.8万股+206,666.22% | 加仓 |
 好市多COST |
| 0.6% | 0.74% | $60.57亿 | 647.5万股 | $53.05亿 | 560.9万股 | +86.6万股+15.44% | 加仓 |
 万事达MA |
| 0.6% | 0.88% | $60.37亿 | 1,175.4万股 | $62.60亿 | 1,142.2万股 | +33.2万股+2.91% | 加仓 |
 科磊KLAC |
| 0.59% | 0.16% | $59.03亿 | 1,956.5万股 | $11.65亿 | 171.4万股 | +1,785.1万股+1,041.43% | 加仓 |
 VisaV |
| 0.55% | 0.92% | $55.63亿 | 1,621.5万股 | $65.41亿 | 1,866.3万股 | -244.8万股-13.12% | 减仓 |
 联合健康UNH |
| 0.53% | 0.93% | $52.94亿 | 1,273.7万股 | $65.94亿 | 1,258.9万股 | +14.8万股+1.17% | 加仓 |
 GE航空GE |
| 0.51% | 0.39% | $51.17亿 | 1,369.2万股 | $27.70亿 | 1,383.7万股 | -14.6万股-1.05% | 减仓 |
| BBANK OF AMERBAC |
| 0.48% | 0.65% | $47.75亿 | 8,379.5万股 | $46.47亿 | 1.11亿股 | -2,755.4万股-24.75% | 减仓 |
 默沙东MRK |
| 0.47% | 0.48% | $47.52亿 | 3,698.4万股 | $34.31亿 | 3,822.8万股 | -124.4万股-3.25% | 减仓 |
 瑞银UBS |
| 0.47% | 0.6% | $47.50亿 | 9,585.0万股 | $42.51亿 | 1.40亿股 | -4,403.7万股-31.48% | 减仓 |
 家得宝HD |
| 0.47% | 0.69% | $47.20亿 | 1,338.3万股 | $49.13亿 | 1,340.5万股 | -2.1万股-0.16% | 减仓 |
| SSANDISK COMSNDK |
| 0.47% | 0.01% | $46.73亿 | 205.5万股 | $6,908.2万 | 145.1万股 | +60.4万股+41.63% | 加仓 |
 宝洁PG |
| 0.47% | 0.76% | $46.68亿 | 3,183.2万股 | $54.01亿 | 3,169.3万股 | +13.9万股+0.44% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.46% | 0.5% | $45.85亿 | 5,548.8万股 | $35.83亿 | 4,990.3万股 | +558.4万股+11.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.54% | $43.96亿 | 878.5万股 | $38.53亿 | 723.4万股 | +155.2万股+21.45% | 加仓 |
 迈威尔MRVL |
| 0.42% | 0.09% | $42.30亿 | 1,420.1万股 | $6.72亿 | 1,091.1万股 | +329.0万股+30.15% | 加仓 |
 可口可乐KO |
| 0.42% | 0.55% | $42.28亿 | 5,202.5万股 | $39.47亿 | 5,511.5万股 | -309.0万股-5.61% | 减仓 |
 NETFLIXNFLX |
| 0.41% | 0.74% | $41.38亿 | 5,795.1万股 | $52.38亿 | 561.7万股 | +5,233.5万股+931.75% | 加仓 |
 WELLTOWER COMWELL |
| 0.41% | 0.67% | $41.19亿 | 1,814.7万股 | $47.96亿 | 3,130.2万股 | -1,315.5万股-42.03% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.41% | 0.31% | $41.18亿 | 1,990.5万股 | $22.28亿 | 1,977.7万股 | +12.8万股+0.65% | 加仓 |
 GE VernovaGEV |
| 0.4% | 0.14% | $40.17亿 | 341.9万股 | $9.84亿 | 322.3万股 | +19.6万股+6.09% | 加仓 |
 德州仪器TXN |
| 0.39% | 0.32% | $39.40亿 | 1,322.0万股 | $22.81亿 | 1,269.5万股 | +52.5万股+4.13% | 加仓 |
 雪佛龙CVX |
| 0.38% | 0.46% | $38.07亿 | 2,296.4万股 | $32.47亿 | 1,940.9万股 | +355.5万股+18.32% | 加仓 |
 雷神技术RTX |
| 0.38% | 0.29% | $37.86亿 | 1,995.2万股 | $20.86亿 | 1,574.8万股 | +420.4万股+26.70% | 加仓 |
 摩根士丹利MS |
| 0.37% | 0.25% | $37.59亿 | 1,798.5万股 | $17.87亿 | 1,531.5万股 | +266.9万股+17.43% | 加仓 |
 甲骨文ORCL |
| 0.37% | 0.3% | $36.64亿 | 2,500.3万股 | $21.36亿 | 1,528.1万股 | +972.1万股+63.61% | 加仓 |
 帕兰提尔PLTR |
| 0.36% | 0.24% | $36.26亿 | 3,107.6万股 | $17.34亿 | 2,054.5万股 | +1,053.2万股+51.26% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.35% | 0.44% | $34.64亿 | 1,929.0万股 | $31.20亿 | 2,177.7万股 | -248.7万股-11.42% | 减仓 |
