 英伟达NVDA |
| 6.48% | 6.61% | $22.75亿 | 1,136.9万股 | $19.82亿 | 1,136.6万股 | +3,989股+0.04% | 加仓 |
 苹果AAPL |
| 5.7% | 6.04% | $20.00亿 | 691.0万股 | $18.13亿 | 714.6万股 | -23.5万股-3.29% | 减仓 |
 微软MSFT |
| 4.05% | 4.56% | $14.22亿 | 381.1万股 | $13.68亿 | 369.6万股 | +11.5万股+3.11% | 加仓 |
 亚马逊AMZN |
| 3.52% | 3.56% | $12.35亿 | 518.1万股 | $10.69亿 | 513.1万股 | +5.0万股+0.97% | 加仓 |
 谷歌AGOOGL |
| 3% | 2.76% | $10.54亿 | 294.9万股 | $8.27亿 | 287.7万股 | +7.2万股+2.51% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.87% | 2.73% | $10.09亿 | 285.5万股 | $8.19亿 | 285.5万股 | +359股+0.01% | 加仓 |
 博通AVGO |
| 2.67% | 2.71% | $9.39亿 | 248.5万股 | $8.13亿 | 262.6万股 | -14.1万股-5.36% | 减仓 |
 礼来LLY |
| 2.33% | 2.17% | $8.17亿 | 68.1万股 | $6.52亿 | 70.9万股 | -2.8万股-3.90% | 减仓 |
 美光科技MU |
| 2.07% | 0.67% | $7.28亿 | 63.1万股 | $2.00亿 | 59.3万股 | +3.7万股+6.31% | 加仓 |
 Meta平台META |
| 1.8% | 2.15% | $6.31亿 | 112.1万股 | $6.46亿 | 113.0万股 | -9,260股-0.82% | 减仓 |
 AMD超威AMD |
| 1.66% | 0.57% | $5.81亿 | 100.1万股 | $1.70亿 | 83.6万股 | +16.4万股+19.66% | 加仓 |
 摩根大通JPM |
| 1.45% | 1.54% | $5.08亿 | 155.1万股 | $4.62亿 | 157.2万股 | -2.0万股-1.30% | 减仓 |
 强生JNJ |
| 1.42% | 1.58% | $4.98亿 | 195.9万股 | $4.74亿 | 194.1万股 | +1.9万股+0.96% | 加仓 |
 艾伯维ABBV |
| 0.98% | 1% | $3.43亿 | 136.2万股 | $3.00亿 | 138.2万股 | -1.9万股-1.38% | 减仓 |
 应用材料AMAT |
| 0.95% | 0.41% | $3.35亿 | 46.3万股 | $1.22亿 | 35.7万股 | +10.6万股+29.64% | 加仓 |
 英特尔INTC |
| 0.9% | 0.27% | $3.16亿 | 226.4万股 | $8,164.4万 | 185.0万股 | +41.4万股+22.36% | 加仓 |
 思科CSCO |
| 0.82% | 0.66% | $2.88亿 | 245.3万股 | $1.98亿 | 254.6万股 | -9.3万股-3.65% | 减仓 |
 联合健康UNH |
| 0.81% | 0.31% | $2.86亿 | 68.8万股 | $9,431.2万 | 34.9万股 | +33.9万股+97.27% | 加仓 |
| T赛默飞世尔TMO |
| 0.77% | 1.04% | $2.70亿 | 53.9万股 | $3.12亿 | 63.5万股 | -9.6万股-15.17% | 减仓 |
 万事达MA |
| 0.75% | 0.87% | $2.62亿 | 51.1万股 | $2.62亿 | 52.4万股 | -1.3万股-2.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.83% | $2.62亿 | 52.3万股 | $2.50亿 | 52.1万股 | +1,797股+0.34% | 加仓 |
 科磊KLAC |
| 0.74% | 0.39% | $2.59亿 | 85.9万股 | $1.17亿 | 8.0万股 | +77.9万股+978.22% | 加仓 |
| BBANK OF AMERBAC |
| 0.74% | 0.75% | $2.58亿 | 453.0万股 | $2.24亿 | 459.9万股 | -7.0万股-1.51% | 减仓 |
 默沙东MRK |
| 0.72% | 0.75% | $2.52亿 | 196.0万股 | $2.24亿 | 186.4万股 | +9.5万股+5.12% | 加仓 |
 Bloom EnergyBE |
| 0.7% | 0.51% | $2.46亿 | 81.3万股 | $1.53亿 | 112.7万股 | -31.4万股-27.83% | 减仓 |
 泛林集团LRCX |
| 0.7% | 0.43% | $2.45亿 | 56.5万股 | $1.28亿 | 60.0万股 | -3.5万股-5.85% | 减仓 |
| NNextPowerNXT |
| 0.68% | 0.81% | $2.40亿 | 201.4万股 | $2.44亿 | 202.1万股 | -6,770股-0.34% | 减仓 |
 VisaV |
| 0.63% | 0.65% | $2.23亿 | 64.9万股 | $1.96亿 | 64.7万股 | +2,369股+0.37% | 加仓 |
 卡特彼勒CAT |
| 0.62% | 0.3% | $2.18亿 | 20.5万股 | $9,104.5万 | 12.9万股 | +7.7万股+59.64% | 加仓 |
 NETFLIXNFLX |
| 0.57% | 1.08% | $2.01亿 | 282.1万股 | $3.23亿 | 336.4万股 | -54.3万股-16.13% | 减仓 |
 Arista网络ANET |
| 0.56% | 0.52% | $1.97亿 | 115.8万股 | $1.57亿 | 127.9万股 | -12.1万股-9.47% | 减仓 |
 沃尔玛WMT |
| 0.55% | 0.73% | $1.92亿 | 169.6万股 | $2.19亿 | 176.5万股 | -6.8万股-3.86% | 减仓 |
 台积电TSM |
| 0.53% | 0.61% | $1.86亿 | 39.0万股 | $1.84亿 | 54.4万股 | -15.5万股-28.44% | 减仓 |
 家得宝HD |
| 0.53% | 0.6% | $1.84亿 | 52.3万股 | $1.81亿 | 55.2万股 | -2.9万股-5.29% | 减仓 |
 PALO ALTOPANW |
| 0.52% | 0.39% | $1.83亿 | 53.8万股 | $1.16亿 | 72.4万股 | -18.6万股-25.72% | 减仓 |
| IIBMIBM |
| 0.51% | 0.28% | $1.79亿 | 63.8万股 | $8,286.0万 | 34.2万股 | +29.6万股+86.70% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.46% | 0.39% | $1.61亿 | 68.3万股 | $1.17亿 | 59.4万股 | +8.9万股+15.02% | 加仓 |
 西部数据WDC |
| 0.42% | 0.12% | $1.47亿 | 23.1万股 | $3,638.1万 | 13.5万股 | +9.6万股+71.43% | 加仓 |
 爱德华生命科学EW |
| 0.4% | 0.34% | $1.39亿 | 154.1万股 | $1.01亿 | 126.3万股 | +27.8万股+22.03% | 加仓 |
 宝洁PG |
| 0.39% | 0.45% | $1.36亿 | 92.6万股 | $1.35亿 | 93.6万股 | -9,083股-0.97% | 减仓 |
 可口可乐KO |
| 0.37% | 0.41% | $1.31亿 | 161.4万股 | $1.22亿 | 159.9万股 | +1.5万股+0.97% | 加仓 |
| SSANDISK COMSNDK |
| 0.37% | 0.09% | $1.31亿 | 5.8万股 | $2,706.5万 | 4.3万股 | +1.5万股+35.13% | 加仓 |
 直觉外科ISRG |
| 0.36% | 0.54% | $1.27亿 | 32.0万股 | $1.62亿 | 35.1万股 | -3.1万股-8.90% | 减仓 |
 QUANTA SVCSPWR |
| 0.36% | 0.39% | $1.26亿 | 17.5万股 | $1.17亿 | 21.4万股 | -3.9万股-18.05% | 减仓 |
 AMGEN COMAMGN |
| 0.36% | 0.35% | $1.26亿 | 34.7万股 | $1.05亿 | 30.0万股 | +4.7万股+15.71% | 加仓 |
 迈威尔MRVL |
| 0.36% | 0.19% | $1.25亿 | 42.1万股 | $5,626.3万 | 56.8万股 | -14.7万股-25.87% | 减仓 |
 德州仪器TXN |
| 0.36% | 0.24% | $1.25亿 | 42.0万股 | $7,156.0万 | 36.9万股 | +5.1万股+13.93% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.35% | 0.49% | $1.23亿 | 97.5万股 | $1.47亿 | 105.1万股 | -7.6万股-7.24% | 减仓 |
 MCKESSON COMMCK |
| 0.35% | 0.53% | $1.21亿 | 16.0万股 | $1.60亿 | 18.5万股 | -2.5万股-13.48% | 减仓 |
 CrowdStrikeCRWD |
| 0.33% | 0.2% | $1.18亿 | 15.4万股 | $6,139.1万 | 15.7万股 | -3,232股-2.06% | 减仓 |
