 英伟达NVDA |
| 6.63% | 6.83% | $317.95亿 | 1.59亿股 | $295.13亿 | 1.69亿股 | -1,032.5万股-6.10% | 减仓 |
 苹果AAPL |
| 6.35% | 6.35% | $304.43亿 | 1.05亿股 | $274.42亿 | 1.08亿股 | -291.8万股-2.70% | 减仓 |
 微软MSFT |
| 3.82% | 4.3% | $183.06亿 | 4,907.6万股 | $186.06亿 | 5,026.3万股 | -118.7万股-2.36% | 减仓 |
 谷歌AGOOGL |
| 2.77% | 2.51% | $132.99亿 | 3,721.2万股 | $108.58亿 | 3,775.9万股 | -54.7万股-1.45% | 减仓 |
 亚马逊AMZN |
| 2.68% | 2.68% | $128.31亿 | 5,383.6万股 | $115.67亿 | 5,554.0万股 | -170.3万股-3.07% | 减仓 |
 博通AVGO |
| 2.5% | 2.3% | $119.98亿 | 3,176.2万股 | $99.58亿 | 3,217.2万股 | -41.0万股-1.27% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.23% | 2.05% | $106.71亿 | 3,020.0万股 | $88.50亿 | 3,085.0万股 | -65.0万股-2.11% | 减仓 |
 特斯拉TSLA |
| 1.78% | 1.74% | $85.36亿 | 2,029.4万股 | $75.09亿 | 2,020.0万股 | +9.4万股+0.46% | 加仓 |
 美光科技MU |
| 1.75% | 0.58% | $84.02亿 | 727.9万股 | $24.88亿 | 736.6万股 | -8.6万股-1.17% | 减仓 |
 Meta平台META |
| 1.66% | 1.89% | $79.42亿 | 1,409.9万股 | $81.76亿 | 1,429.0万股 | -19.1万股-1.34% | 减仓 |
 AMD超威AMD |
| 1.33% | 0.53% | $63.78亿 | 1,098.0万股 | $22.91亿 | 1,126.3万股 | -28.3万股-2.51% | 减仓 |
 礼来LLY |
| 1.29% | 1.14% | $61.71亿 | 514.5万股 | $49.48亿 | 537.9万股 | -23.4万股-4.35% | 减仓 |
 摩根大通JPM |
| 1.22% | 1.28% | $58.58亿 | 1,789.6万股 | $55.44亿 | 1,884.7万股 | -95.2万股-5.05% | 减仓 |
 强生JNJ |
| 1.02% | 1.09% | $48.98亿 | 1,928.7万股 | $47.29亿 | 1,934.8万股 | -6.1万股-0.32% | 减仓 |
 阿斯利康AZN |
| 1% | 1.16% | $48.19亿 | 2,575.0万股 | $50.08亿 | 2,585.0万股 | -10.0万股-0.39% | 减仓 |
 泛林集团LRCX |
| 0.94% | 0.55% | $44.95亿 | 1,037.3万股 | $23.61亿 | 1,105.1万股 | -67.8万股-6.13% | 减仓 |
 应用材料AMAT |
| 0.92% | 0.51% | $44.04亿 | 609.2万股 | $21.91亿 | 641.2万股 | -32.0万股-4.99% | 减仓 |
 英特尔INTC |
| 0.85% | 0.34% | $40.96亿 | 2,933.5万股 | $14.63亿 | 3,314.8万股 | -381.3万股-11.50% | 减仓 |
 VisaV |
| 0.85% | 0.88% | $40.82亿 | 1,189.6万股 | $37.93亿 | 1,255.1万股 | -65.5万股-5.21% | 减仓 |
 思科CSCO |
| 0.79% | 0.62% | $37.76亿 | 3,214.3万股 | $26.68亿 | 3,438.6万股 | -224.3万股-6.52% | 减仓 |
 科磊KLAC |
| 0.63% | 0.35% | $30.25亿 | 1,002.7万股 | $15.23亿 | 103.4万股 | +899.2万股+869.31% | 加仓 |
 艾伯维ABBV |
| 0.61% | 0.61% | $29.06亿 | 1,154.8万股 | $26.45亿 | 1,215.9万股 | -61.1万股-5.03% | 减仓 |
 沃尔玛WMT |
| 0.61% | 0.77% | $29.06亿 | 2,565.5万股 | $33.47亿 | 2,692.8万股 | -127.3万股-4.73% | 减仓 |
 万事达MA |
| 0.6% | 0.68% | $28.89亿 | 562.6万股 | $29.40亿 | 588.4万股 | -25.8万股-4.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.65% | $27.92亿 | 557.9万股 | $28.25亿 | 589.5万股 | -31.6万股-5.36% | 减仓 |
 卡特彼勒CAT |
| 0.58% | 0.45% | $27.83亿 | 261.4万股 | $19.64亿 | 277.3万股 | -15.9万股-5.73% | 减仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.51% | $25.71亿 | 4,512.2万股 | $21.88亿 | 4,487.6万股 | +24.6万股+0.55% | 加仓 |
 联合健康UNH |
| 0.51% | 0.38% | $24.45亿 | 588.2万股 | $16.56亿 | 611.9万股 | -23.7万股-3.87% | 减仓 |
 默沙东MRK |
| 0.51% | 0.54% | $24.25亿 | 1,887.3万股 | $23.50亿 | 1,953.9万股 | -66.5万股-3.40% | 减仓 |
 好市多COST |
| 0.49% | 0.58% | $23.62亿 | 252.5万股 | $24.95亿 | 250.4万股 | +2.1万股+0.83% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.76% | $22.25亿 | 1,627.3万股 | $32.98亿 | 1,943.9万股 | -316.5万股-16.28% | 减仓 |
 GE航空GE |
| 0.45% | 0.42% | $21.37亿 | 571.8万股 | $17.95亿 | 632.7万股 | -60.9万股-9.62% | 减仓 |
 宝洁PG |
| 0.45% | 0.54% | $21.36亿 | 1,456.5万股 | $23.41亿 | 1,620.4万股 | -163.9万股-10.12% | 减仓 |
 可口可乐KO |
| 0.41% | 0.47% | $19.78亿 | 2,434.2万股 | $20.17亿 | 2,652.5万股 | -218.3万股-8.23% | 减仓 |
 高盛GS |
| 0.41% | 0.41% | $19.70亿 | 194.8万股 | $17.62亿 | 208.3万股 | -13.5万股-6.47% | 减仓 |
 PALO ALTOPANW |
| 0.41% | 0.23% | $19.68亿 | 577.2万股 | $10.02亿 | 625.2万股 | -48.0万股-7.68% | 减仓 |
 家得宝HD |
| 0.41% | 0.47% | $19.54亿 | 554.0万股 | $20.17亿 | 613.1万股 | -59.1万股-9.64% | 减仓 |
 德州仪器TXN |
| 0.4% | 0.28% | $19.18亿 | 643.6万股 | $12.31亿 | 634.0万股 | +9.6万股+1.51% | 加仓 |
 GE VernovaGEV |
| 0.4% | 0.36% | $19.09亿 | 162.5万股 | $15.40亿 | 176.4万股 | -13.8万股-7.85% | 减仓 |
 NETFLIXNFLX |
| 0.39% | 0.6% | $18.87亿 | 2,642.2万股 | $26.02亿 | 2,706.5万股 | -64.3万股-2.38% | 减仓 |
| IIBMIBM |
| 0.39% | 0.39% | $18.75亿 | 666.7万股 | $16.76亿 | 691.4万股 | -24.7万股-3.58% | 减仓 |
| C花旗集团C |
| 0.37% | 0.36% | $17.55亿 | 1,253.9万股 | $15.45亿 | 1,362.3万股 | -108.4万股-7.96% | 减仓 |
 迈威尔MRVL |
| 0.36% | 0.13% | $17.43亿 | 585.0万股 | $5.57亿 | 562.7万股 | +22.3万股+3.95% | 加仓 |
| Q高通QCOM |
| 0.36% | 0.28% | $17.40亿 | 941.6万股 | $12.30亿 | 954.9万股 | -13.2万股-1.39% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.34% | 0.32% | $16.46亿 | 795.1万股 | $13.93亿 | 864.6万股 | -69.5万股-8.04% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.34% | 0.38% | $16.36亿 | 1,979.5万股 | $16.39亿 | 2,059.0万股 | -79.5万股-3.86% | 减仓 |
 西部数据WDC |
| 0.33% | 0.13% | $16.03亿 | 251.0万股 | $5.76亿 | 212.9万股 | +38.0万股+17.87% | 加仓 |
 WELLTOWER COMWELL |
| 0.33% | 0.33% | $15.99亿 | 704.7万股 | $14.31亿 | 723.9万股 | -19.3万股-2.66% | 减仓 |
 摩根士丹利MS |
| 0.33% | 0.32% | $15.67亿 | 749.4万股 | $13.65亿 | 829.5万股 | -80.1万股-9.65% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.32% | 0.29% | $15.25亿 | 384.0万股 | $12.68亿 | 398.6万股 | -14.6万股-3.66% | 减仓 |
