 英伟达NVDA |
| 7.07% | 7.21% | $388.94亿 | 1.94亿股 | $347.01亿 | 1.99亿股 | -459.5万股-2.31% | 减仓 |
 苹果AAPL |
| 5.47% | 5.57% | $300.94亿 | 1.04亿股 | $267.78亿 | 1.06亿股 | -150.9万股-1.43% | 减仓 |
 微软MSFT |
| 4.37% | 4.91% | $240.13亿 | 6,437.5万股 | $236.29亿 | 6,383.2万股 | +54.3万股+0.85% | 加仓 |
 亚马逊AMZN |
| 3.03% | 3.2% | $166.70亿 | 6,994.1万股 | $153.85亿 | 7,387.0万股 | -392.9万股-5.32% | 减仓 |
 谷歌AGOOGL |
| 2.9% | 2.7% | $159.70亿 | 4,468.9万股 | $129.97亿 | 4,519.6万股 | -50.8万股-1.12% | 减仓 |
 博通AVGO |
| 2.76% | 2.51% | $151.78亿 | 4,018.1万股 | $120.83亿 | 3,904.0万股 | +114.1万股+2.92% | 加仓 |
 美光科技MU |
| 1.87% | 0.67% | $102.71亿 | 889.8万股 | $32.42亿 | 959.5万股 | -69.6万股-7.26% | 减仓 |
 AMD超威AMD |
| 1.85% | 0.81% | $101.94亿 | 1,754.8万股 | $39.04亿 | 1,919.3万股 | -164.4万股-8.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.85% | 1.82% | $101.83亿 | 2,881.9万股 | $87.63亿 | 3,054.9万股 | -173.0万股-5.66% | 减仓 |
 礼来LLY |
| 1.57% | 1.35% | $86.47亿 | 720.9万股 | $65.05亿 | 707.2万股 | +13.7万股+1.94% | 加仓 |
 特斯拉TSLA |
| 1.49% | 1.53% | $82.16亿 | 1,953.3万股 | $73.42亿 | 1,975.0万股 | -21.7万股-1.10% | 减仓 |
 Meta平台META |
| 1.31% | 1.51% | $72.30亿 | 1,283.6万股 | $72.51亿 | 1,267.3万股 | +16.3万股+1.29% | 加仓 |
 应用材料AMAT |
| 1.24% | 0.71% | $68.05亿 | 941.2万股 | $34.17亿 | 999.7万股 | -58.5万股-5.85% | 减仓 |
 英特尔INTC |
| 1.17% | 0.48% | $64.56亿 | 4,623.9万股 | $23.29亿 | 5,277.1万股 | -653.2万股-12.38% | 减仓 |
 摩根大通JPM |
| 1.12% | 1.14% | $61.65亿 | 1,883.3万股 | $55.00亿 | 1,869.9万股 | +13.5万股+0.72% | 加仓 |
 泛林集团LRCX |
| 0.99% | 0.6% | $54.23亿 | 1,251.5万股 | $28.68亿 | 1,342.4万股 | -90.9万股-6.77% | 减仓 |
 VisaV |
| 0.98% | 0.87% | $53.93亿 | 1,572.0万股 | $42.05亿 | 1,391.2万股 | +180.8万股+13.00% | 加仓 |
 思科CSCO |
| 0.93% | 0.68% | $51.04亿 | 4,345.0万股 | $32.83亿 | 4,230.7万股 | +114.3万股+2.70% | 加仓 |
 强生JNJ |
| 0.85% | 1% | $46.77亿 | 1,841.6万股 | $47.98亿 | 1,962.8万股 | -121.2万股-6.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.88% | $44.59亿 | 891.1万股 | $42.39亿 | 884.6万股 | +6.5万股+0.73% | 加仓 |
 艾伯维ABBV |
| 0.65% | 0.64% | $35.90亿 | 1,426.8万股 | $30.80亿 | 1,416.2万股 | +10.6万股+0.75% | 加仓 |
 万事达MA |
| 0.65% | 0.74% | $35.89亿 | 698.8万股 | $35.45亿 | 709.5万股 | -10.7万股-1.50% | 减仓 |
 科磊KLAC |
| 0.64% | 0.34% | $35.17亿 | 1,165.7万股 | $16.27亿 | 110.5万股 | +1,055.2万股+954.89% | 加仓 |
 卡特彼勒CAT |
| 0.61% | 0.48% | $33.58亿 | 315.4万股 | $23.15亿 | 326.8万股 | -11.4万股-3.49% | 减仓 |
 家得宝HD |
| 0.58% | 0.65% | $32.04亿 | 908.4万股 | $31.14亿 | 946.9万股 | -38.5万股-4.07% | 减仓 |
 沃尔玛WMT |
| 0.56% | 0.7% | $30.60亿 | 2,701.6万股 | $33.65亿 | 2,707.9万股 | -6.3万股-0.23% | 减仓 |
 西部数据WDC |
| 0.55% | 0.16% | $30.30亿 | 474.4万股 | $7.85亿 | 290.3万股 | +184.2万股+63.44% | 加仓 |
 PALO ALTOPANW |
| 0.54% | 0.27% | $29.94亿 | 877.9万股 | $12.94亿 | 807.3万股 | +70.6万股+8.75% | 加仓 |
 可口可乐KO |
| 0.54% | 0.57% | $29.55亿 | 3,635.4万股 | $27.52亿 | 3,619.2万股 | +16.2万股+0.45% | 加仓 |
 好市多COST |
| 0.52% | 0.6% | $28.70亿 | 306.8万股 | $28.97亿 | 290.7万股 | +16.1万股+5.53% | 加仓 |
 迈威尔MRVL |
| 0.49% | 0.16% | $27.17亿 | 912.0万股 | $7.50亿 | 757.5万股 | +154.5万股+20.39% | 加仓 |
 联合健康UNH |
| 0.49% | 0.42% | $27.16亿 | 653.5万股 | $20.14亿 | 744.3万股 | -90.8万股-12.20% | 减仓 |
 GE航空GE |
| 0.49% | 0.4% | $27.10亿 | 725.2万股 | $19.36亿 | 682.4万股 | +42.8万股+6.27% | 加仓 |
 德州仪器TXN |
| 0.48% | 0.38% | $26.30亿 | 882.5万股 | $18.07亿 | 930.5万股 | -48.0万股-5.16% | 减仓 |
 宝洁PG |
| 0.46% | 0.55% | $25.25亿 | 1,721.9万股 | $26.48亿 | 1,833.1万股 | -111.1万股-6.06% | 减仓 |
 默沙东MRK |
| 0.46% | 0.51% | $25.12亿 | 1,954.7万股 | $24.56亿 | 2,041.5万股 | -86.8万股-4.25% | 减仓 |
| BBANK OF AMERBAC |
| 0.45% | 0.47% | $24.92亿 | 4,372.7万股 | $22.77亿 | 4,669.9万股 | -297.2万股-6.36% | 减仓 |
 高盛GS |
| 0.43% | 0.45% | $23.73亿 | 234.7万股 | $21.48亿 | 253.9万股 | -19.2万股-7.58% | 减仓 |
 摩根士丹利MS |
| 0.43% | 0.38% | $23.43亿 | 1,120.6万股 | $18.13亿 | 1,101.8万股 | +18.8万股+1.71% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.42% | 0.44% | $23.20亿 | 584.1万股 | $21.18亿 | 665.8万股 | -81.7万股-12.27% | 减仓 |
 NETFLIXNFLX |
| 0.4% | 0.68% | $22.26亿 | 3,118.3万股 | $32.55亿 | 3,385.8万股 | -267.5万股-7.90% | 减仓 |
 甲骨文ORCL |
| 0.39% | 0.45% | $21.51亿 | 1,468.0万股 | $21.41亿 | 1,455.7万股 | +12.3万股+0.85% | 加仓 |
| IIBMIBM |
| 0.39% | 0.38% | $21.43亿 | 762.2万股 | $18.34亿 | 756.8万股 | +5.3万股+0.71% | 加仓 |
 GE VernovaGEV |
| 0.39% | 0.33% | $21.27亿 | 181.0万股 | $16.10亿 | 184.4万股 | -3.3万股-1.81% | 减仓 |
| PPROLOGIS COMPLD |
| 0.36% | 0.39% | $19.99亿 | 1,475.4万股 | $18.68亿 | 1,413.5万股 | +61.8万股+4.38% | 加仓 |
 AMGEN COMAMGN |
| 0.35% | 0.35% | $19.52亿 | 539.1万股 | $16.84亿 | 478.5万股 | +60.6万股+12.66% | 加仓 |
 台积电TSM |
| 0.35% | 0.29% | $19.26亿 | 403.2万股 | $13.86亿 | 410.0万股 | -6.8万股-1.66% | 减仓 |
 TJXTJX |
| 0.35% | 0.39% | $19.03亿 | 1,256.0万股 | $18.65亿 | 1,167.7万股 | +88.3万股+7.56% | 加仓 |
| Q高通QCOM |
| 0.34% | 0.32% | $18.63亿 | 1,008.3万股 | $15.60亿 | 1,211.3万股 | -203.1万股-16.76% | 减仓 |
 WELLTOWER COMWELL |
| 0.33% | 0.34% | $18.04亿 | 794.9万股 | $16.15亿 | 817.1万股 | -22.2万股-2.72% | 减仓 |
