 英伟达NVDA |
| 4.67% | 4.72% | $1,036.10亿 | 5.18亿股 | $889.66亿 | 5.10亿股 | +769.0万股+1.51% | 加仓 |
 苹果AAPL |
| 4.36% | 4.46% | $966.81亿 | 3.34亿股 | $841.15亿 | 3.31亿股 | +268.2万股+0.81% | 加仓 |
 微软MSFT |
| 2.83% | 3.29% | $628.19亿 | 1.68亿股 | $620.00亿 | 1.67亿股 | +91.7万股+0.55% | 加仓 |
 博通AVGO |
| 2.16% | 2.11% | $479.75亿 | 1.27亿股 | $397.48亿 | 1.28亿股 | -142.1万股-1.11% | 减仓 |
 谷歌AGOOGL |
| 1.59% | 1.47% | $353.43亿 | 9,889.6万股 | $277.60亿 | 9,653.7万股 | +236.0万股+2.44% | 加仓 |
 亚马逊AMZN |
| 1.31% | 1.4% | $289.89亿 | 1.22亿股 | $264.53亿 | 1.27亿股 | -538.6万股-4.24% | 减仓 |
 美光科技MU |
| 1.28% | 0.41% | $284.67亿 | 2,466.2万股 | $77.79亿 | 2,302.5万股 | +163.7万股+7.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.25% | 1.17% | $277.95亿 | 7,866.7万股 | $220.45亿 | 7,684.9万股 | +181.7万股+2.36% | 加仓 |
 礼来LLY |
| 1.13% | 1.02% | $250.19亿 | 2,085.9万股 | $192.94亿 | 2,097.7万股 | -11.8万股-0.56% | 减仓 |
 AMD超威AMD |
| 0.99% | 0.41% | $220.34亿 | 3,793.0万股 | $76.50亿 | 3,760.4万股 | +32.6万股+0.87% | 加仓 |
 Meta平台META |
| 0.97% | 1.15% | $216.23亿 | 3,838.7万股 | $216.59亿 | 3,785.7万股 | +53.0万股+1.40% | 加仓 |
 摩根大通JPM |
| 0.97% | 1.02% | $215.45亿 | 6,582.0万股 | $192.91亿 | 6,558.1万股 | +23.9万股+0.36% | 加仓 |
 特斯拉TSLA |
| 0.94% | 0.97% | $208.41亿 | 4,955.1万股 | $183.10亿 | 4,925.3万股 | +29.8万股+0.60% | 加仓 |
 强生JNJ |
| 0.74% | 0.82% | $163.48亿 | 6,437.1万股 | $155.25亿 | 6,351.4万股 | +85.6万股+1.35% | 加仓 |
 埃克森美孚XOM |
| 0.72% | 1.04% | $159.54亿 | 1.17亿股 | $196.18亿 | 1.16亿股 | +106.4万股+0.92% | 加仓 |
 泛林集团LRCX |
| 0.72% | 0.42% | $158.75亿 | 3,663.6万股 | $79.18亿 | 3,706.1万股 | -42.5万股-1.15% | 减仓 |
 思科CSCO |
| 0.63% | 0.48% | $140.14亿 | 1.19亿股 | $91.44亿 | 1.18亿股 | +146.0万股+1.24% | 加仓 |
 应用材料AMAT |
| 0.6% | 0.31% | $134.14亿 | 1,855.3万股 | $59.00亿 | 1,726.2万股 | +129.2万股+7.48% | 加仓 |
 卡特彼勒CAT |
| 0.58% | 0.44% | $128.07亿 | 1,202.6万股 | $82.93亿 | 1,170.6万股 | +32.0万股+2.74% | 加仓 |
 VisaV |
| 0.57% | 0.6% | $126.41亿 | 3,684.5万股 | $113.66亿 | 3,760.5万股 | -76.0万股-2.02% | 减仓 |
 英特尔INTC |
| 0.56% | 0.2% | $124.82亿 | 8,939.6万股 | $37.70亿 | 8,542.7万股 | +396.9万股+4.65% | 加仓 |
 艾伯维ABBV |
| 0.55% | 0.57% | $121.99亿 | 4,847.8万股 | $107.71亿 | 4,952.3万股 | -104.5万股-2.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.6% | $121.99亿 | 2,437.9万股 | $113.71亿 | 2,372.9万股 | +65.0万股+2.74% | 加仓 |
 科磊KLAC |
| 0.54% | 0.31% | $118.84亿 | 3,938.9万股 | $59.32亿 | 402.9万股 | +3,536.0万股+877.61% | 加仓 |
 沃尔玛WMT |
| 0.48% | 0.62% | $107.33亿 | 9,476.6万股 | $116.45亿 | 9,369.7万股 | +106.9万股+1.14% | 加仓 |
 联合健康UNH |
| 0.46% | 0.34% | $101.76亿 | 2,448.3万股 | $65.04亿 | 2,403.7万股 | +44.7万股+1.86% | 加仓 |
 WELLTOWER COMWELL |
| 0.44% | 0.44% | $98.62亿 | 4,345.0万股 | $82.77亿 | 4,186.3万股 | +158.7万股+3.79% | 加仓 |
 万事达MA |
| 0.44% | 0.51% | $98.42亿 | 1,916.4万股 | $97.11亿 | 1,943.5万股 | -27.1万股-1.39% | 减仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.42% | $98.20亿 | 1.72亿股 | $79.67亿 | 1.63亿股 | +891.0万股+5.45% | 加仓 |
 好市多COST |
| 0.44% | 0.57% | $97.31亿 | 1,040.3万股 | $106.67亿 | 1,070.6万股 | -30.3万股-2.83% | 减仓 |
 宝洁PG |
| 0.42% | 0.48% | $92.96亿 | 6,339.3万股 | $90.78亿 | 6,284.7万股 | +54.6万股+0.87% | 加仓 |
 家得宝HD |
| 0.41% | 0.44% | $90.82亿 | 2,575.2万股 | $83.13亿 | 2,527.7万股 | +47.4万股+1.88% | 加仓 |
 德州仪器TXN |
| 0.4% | 0.29% | $88.02亿 | 2,953.0万股 | $55.55亿 | 2,861.2万股 | +91.8万股+3.21% | 加仓 |
 默沙东MRK |
| 0.39% | 0.43% | $87.04亿 | 6,773.9万股 | $80.96亿 | 6,730.4万股 | +43.5万股+0.65% | 加仓 |
 甲骨文ORCL |
| 0.38% | 0.44% | $83.95亿 | 5,728.6万股 | $83.48亿 | 5,674.6万股 | +54.0万股+0.95% | 加仓 |
 西部数据WDC |
| 0.38% | 0.25% | $83.73亿 | 1,310.9万股 | $46.45亿 | 1,717.3万股 | -406.3万股-23.66% | 减仓 |
 可口可乐KO |
| 0.36% | 0.4% | $80.96亿 | 9,961.3万股 | $76.01亿 | 9,994.9万股 | -33.6万股-0.34% | 减仓 |
| SSANDISK COMSNDK |
| 0.36% | 0.12% | $79.94亿 | 351.6万股 | $22.72亿 | 357.6万股 | -6.1万股-1.69% | 减仓 |
| IIBMIBM |
| 0.36% | 0.36% | $79.72亿 | 2,834.8万股 | $67.05亿 | 2,766.1万股 | +68.7万股+2.49% | 加仓 |
 希捷STX |
| 0.35% | 0.23% | $77.20亿 | 800.0万股 | $43.47亿 | 1,109.5万股 | -309.5万股-27.90% | 减仓 |
| PPROLOGIS COMPLD |
| 0.34% | 0.38% | $74.86亿 | 5,525.6万股 | $71.22亿 | 5,387.9万股 | +137.7万股+2.56% | 加仓 |
 高盛GS |
| 0.33% | 0.32% | $72.97亿 | 721.5万股 | $60.98亿 | 720.8万股 | +7,176股+0.10% | 加仓 |
 雪佛龙CVX |
| 0.32% | 0.46% | $70.41亿 | 4,247.7万股 | $87.55亿 | 4,231.4万股 | +16.3万股+0.39% | 加仓 |
 PALO ALTOPANW |
| 0.3% | 0.17% | $65.98亿 | 1,934.8万股 | $31.43亿 | 1,960.1万股 | -25.4万股-1.29% | 减仓 |
 林德LIN |
| 0.29% | 0.32% | $64.69亿 | 1,246.7万股 | $60.93亿 | 1,228.9万股 | +17.7万股+1.44% | 加仓 |
 EquinixEQIX |
| 0.29% | 0.31% | $63.61亿 | 610.2万股 | $58.85亿 | 600.4万股 | +9.8万股+1.63% | 加仓 |
 摩根士丹利MS |
| 0.28% | 0.26% | $63.14亿 | 3,020.3万股 | $49.77亿 | 3,024.1万股 | -3.8万股-0.12% | 减仓 |
 安费诺APH |
| 0.28% | 0.24% | $62.93亿 | 3,568.9万股 | $45.30亿 | 3,585.0万股 | -16.1万股-0.45% | 减仓 |
 GE航空GE |
| 0.28% | 0.24% | $62.75亿 | 1,678.9万股 | $45.83亿 | 1,615.1万股 | +63.8万股+3.95% | 加仓 |
 迈威尔MRVL |
| 0.28% | 0.17% | $62.60亿 | 2,101.6万股 | $32.90亿 | 3,321.8万股 | -1,220.3万股-36.73% | 减仓 |
