 苹果AAPL |
| 5.4% | 5.9% | $15.74亿 | 544.0万股 | $15.29亿 | 602.7万股 | -58.7万股-9.74% | 减仓 |
 英伟达NVDA |
| 4.52% | 5.05% | $13.16亿 | 657.7万股 | $13.09亿 | 750.3万股 | -92.6万股-12.34% | 减仓 |
 微软MSFT |
| 2.57% | 3.93% | $7.48亿 | 200.6万股 | $10.20亿 | 275.4万股 | -74.8万股-27.15% | 减仓 |
 亚马逊AMZN |
| 2.49% | 2.44% | $7.25亿 | 304.2万股 | $6.33亿 | 303.9万股 | +3,046股+0.10% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.31% | $6.62亿 | 187.3万股 | $6.00亿 | 209.3万股 | -21.9万股-10.48% | 减仓 |
 谷歌AGOOGL |
| 2.18% | 2.22% | $6.35亿 | 177.6万股 | $5.77亿 | 200.6万股 | -23.0万股-11.46% | 减仓 |
 美光科技MU |
| 1.8% | 2.02% | $5.24亿 | 45.4万股 | $5.23亿 | 154.9万股 | -109.5万股-70.68% | 减仓 |
 Meta平台META |
| 1.38% | 1.68% | $4.01亿 | 71.1万股 | $4.36亿 | 76.1万股 | -5.0万股-6.55% | 减仓 |
 财捷INTU |
| 1.36% | <0.01% | $3.96亿 | 151.7万股 | $84.1万 | 1,944股 | +151.5万股+77,937.86% | 加仓 |
 特斯拉TSLA |
| 1.23% | 1.24% | $3.58亿 | 85.2万股 | $3.22亿 | 86.7万股 | -1.6万股-1.81% | 减仓 |
 摩根大通JPM |
| 1.21% | 0.94% | $3.53亿 | 107.8万股 | $2.44亿 | 82.8万股 | +24.9万股+30.07% | 加仓 |
 博通AVGO |
| 1.17% | 1.69% | $3.41亿 | 90.2万股 | $4.40亿 | 142.0万股 | -51.8万股-36.49% | 减仓 |
 英特尔INTC |
| 1.09% | — | $3.17亿 | 226.9万股 | $0 | 0股 | +226.9万股 | 新买入 |
 埃克森美孚XOM |
| 0.89% | 0.98% | $2.59亿 | 189.7万股 | $2.53亿 | 149.1万股 | +40.6万股+27.23% | 加仓 |
 直觉外科ISRG |
| 0.87% | 0.42% | $2.53亿 | 63.7万股 | $1.10亿 | 23.9万股 | +39.8万股+166.40% | 加仓 |
 科磊KLAC |
| 0.82% | 0.23% | $2.38亿 | 79.0万股 | $6,089.0万 | 4.1万股 | +74.9万股+1,811.15% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.8% | 0.18% | $2.33亿 | 189.3万股 | $4,619.4万 | 29.4万股 | +159.9万股+544.45% | 加仓 |
| C花旗集团C |
| 0.76% | 0.39% | $2.22亿 | 158.3万股 | $1.02亿 | 89.8万股 | +68.6万股+76.36% | 加仓 |
 再生元REGN |
| 0.76% | 0.3% | $2.21亿 | 35.4万股 | $7,778.1万 | 10.1万股 | +25.3万股+251.62% | 加仓 |
 AMD超威AMD |
| 0.76% | — | $2.20亿 | 37.9万股 | $0 | 0股 | +37.9万股 | 新买入 |
 德州仪器TXN |
| 0.73% | 0.52% | $2.12亿 | 71.1万股 | $1.34亿 | 69.0万股 | +2.1万股+3.06% | 加仓 |
 康明斯CMI |
| 0.73% | 0.63% | $2.11亿 | 29.6万股 | $1.64亿 | 30.5万股 | -8,888股-2.91% | 减仓 |
 飞塔FTNT |
| 0.72% | <0.01% | $2.11亿 | 137.3万股 | $28.1万 | 3,441股 | +136.9万股+39,790.44% | 加仓 |
 雷神技术RTX |
| 0.72% | 0.62% | $2.11亿 | 111.0万股 | $1.62亿 | 83.9万股 | +27.0万股+32.19% | 加仓 |
 雅培ABT |
| 0.69% | 0.58% | $2.02亿 | 222.4万股 | $1.50亿 | 146.1万股 | +76.3万股+52.23% | 加仓 |
 3M COMMMM |
| 0.69% | 0.88% | $2.02亿 | 124.6万股 | $2.28亿 | 156.8万股 | -32.2万股-20.51% | 减仓 |
 万事达MA |
| 0.69% | 1.11% | $2.02亿 | 39.3万股 | $2.88亿 | 57.6万股 | -18.4万股-31.90% | 减仓 |
| AAT&TT |
| 0.69% | 0.91% | $2.01亿 | 971.5万股 | $2.37亿 | 817.1万股 | +154.5万股+18.90% | 加仓 |
 百事可乐PEP |
| 0.68% | 0.76% | $1.99亿 | 146.7万股 | $1.98亿 | 127.7万股 | +19.0万股+14.86% | 加仓 |
 TJXTJX |
| 0.67% | 0.59% | $1.94亿 | 128.3万股 | $1.52亿 | 95.3万股 | +33.0万股+34.67% | 加仓 |
 好市多COST |
| 0.65% | 0.97% | $1.90亿 | 20.3万股 | $2.51亿 | 25.2万股 | -4.9万股-19.41% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.61% | $1.89亿 | 37.8万股 | $1.59亿 | 33.3万股 | +4.5万股+13.67% | 加仓 |
| TTERADYNETER |
| 0.64% | 0.35% | $1.87亿 | 38.7万股 | $9,078.4万 | 30.6万股 | +8.1万股+26.45% | 加仓 |
 ROBLOX CL ARBLX |
| 0.63% | 0.5% | $1.85亿 | 339.8万股 | $1.28亿 | 227.2万股 | +112.6万股+49.58% | 加仓 |
 礼来LLY |
| 0.63% | 1.18% | $1.84亿 | 15.3万股 | $3.05亿 | 33.2万股 | -17.9万股-53.81% | 减仓 |
 西部数据WDC |
| 0.62% | 0.19% | $1.79亿 | 28.1万股 | $5,002.3万 | 18.5万股 | +9.6万股+51.88% | 加仓 |
 通用汽车GM |
| 0.61% | 0.66% | $1.78亿 | 231.3万股 | $1.70亿 | 228.3万股 | +3.0万股+1.33% | 加仓 |
 MCKESSON COMMCK |
| 0.61% | 0.51% | $1.78亿 | 23.6万股 | $1.31亿 | 15.2万股 | +8.4万股+55.61% | 加仓 |
 泛林集团LRCX |
| 0.6% | 0.9% | $1.75亿 | 40.4万股 | $2.34亿 | 109.7万股 | -69.3万股-63.19% | 减仓 |
 思科CSCO |
| 0.59% | — | $1.72亿 | 146.8万股 | $0 | 0股 | +146.8万股 | 新买入 |
 LOWES COS COMLOW |
| 0.59% | 0.01% | $1.72亿 | 77.8万股 | $148.4万 | 6,280股 | +77.2万股+12,293.47% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.59% | 0.37% | $1.71亿 | 33.5万股 | $9,495.1万 | 13.9万股 | +19.6万股+140.91% | 加仓 |
 芝加哥商品交易所CME |
| 0.57% | 0.07% | $1.66亿 | 75.0万股 | $1,794.8万 | 6.1万股 | +69.0万股+1,134.85% | 加仓 |
 NateraNTRA |
| 0.55% | 0.27% | $1.61亿 | 59.1万股 | $7,128.8万 | 35.6万股 | +23.5万股+65.93% | 加仓 |
| BBANK OF AMERBAC |
| 0.55% | 0.4% | $1.60亿 | 280.4万股 | $1.03亿 | 211.9万股 | +68.5万股+32.33% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.54% | 0.23% | $1.56亿 | 123.6万股 | $5,979.5万 | 42.9万股 | +80.7万股+188.06% | 加仓 |
 BOOKING COMBKNG |
| 0.54% | 0.22% | $1.56亿 | 87.6万股 | $5,667.5万 | 1.3万股 | +86.2万股+6,405.92% | 加仓 |
 嘉信理财SCHW |
| 0.5% | — | $1.45亿 | 157.6万股 | $0 | 0股 | +157.6万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.49% | 0.11% | $1.44亿 | 88.0万股 | $2,884.4万 | 25.0万股 | +63.0万股+252.18% | 加仓 |
 AMGEN COMAMGN |
| 0.49% | 0.13% | $1.42亿 | 39.3万股 | $3,343.5万 | 9.5万股 | +29.8万股+313.65% | 加仓 |
