 英伟达NVDA |
| 6.43% | 6.71% | $19.94亿 | 996.5万股 | $17.10亿 | 980.5万股 | +16.0万股+1.63% | 加仓 |
 苹果AAPL |
| 6.17% | 6.13% | $19.14亿 | 661.6万股 | $15.64亿 | 616.1万股 | +45.5万股+7.39% | 加仓 |
 微软MSFT |
| 3.77% | 4.25% | $11.70亿 | 313.7万股 | $10.84亿 | 292.9万股 | +20.9万股+7.13% | 加仓 |
 谷歌AGOOGL |
| 3.01% | 2.76% | $9.32亿 | 260.7万股 | $7.04亿 | 244.8万股 | +15.9万股+6.51% | 加仓 |
 亚马逊AMZN |
| 2.94% | 2.93% | $9.12亿 | 382.7万股 | $7.46亿 | 358.4万股 | +24.3万股+6.79% | 加仓 |
 博通AVGO |
| 2.27% | 2.06% | $7.04亿 | 186.4万股 | $5.26亿 | 169.9万股 | +16.5万股+9.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.17% | $7.03亿 | 198.9万股 | $5.54亿 | 193.0万股 | +5.9万股+3.06% | 加仓 |
 美光科技MU |
| 1.72% | 0.56% | $5.34亿 | 46.2万股 | $1.43亿 | 42.3万股 | +3.9万股+9.29% | 加仓 |
 Meta平台META |
| 1.66% | 1.82% | $5.16亿 | 91.5万股 | $4.64亿 | 81.0万股 | +10.5万股+12.96% | 加仓 |
 特斯拉TSLA |
| 1.51% | 1.63% | $4.68亿 | 111.3万股 | $4.17亿 | 112.1万股 | -7,560股-0.67% | 减仓 |
 礼来LLY |
| 1.35% | 1.15% | $4.18亿 | 34.8万股 | $2.92亿 | 31.8万股 | +3.0万股+9.55% | 加仓 |
 AMD超威AMD |
| 1.31% | 0.52% | $4.06亿 | 69.9万股 | $1.33亿 | 65.4万股 | +4.5万股+6.91% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.32% | $3.79亿 | 115.9万股 | $3.37亿 | 114.4万股 | +1.5万股+1.32% | 加仓 |
 强生JNJ |
| 0.96% | 1.05% | $2.98亿 | 117.4万股 | $2.66亿 | 109.0万股 | +8.4万股+7.75% | 加仓 |
 VisaV |
| 0.92% | 0.91% | $2.84亿 | 82.9万股 | $2.31亿 | 76.4万股 | +6.5万股+8.53% | 加仓 |
 应用材料AMAT |
| 0.91% | 0.49% | $2.83亿 | 39.2万股 | $1.24亿 | 36.4万股 | +2.8万股+7.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.9% | 0.99% | $2.80亿 | 56.0万股 | $2.52亿 | 52.5万股 | +3.5万股+6.68% | 加仓 |
 泛林集团LRCX |
| 0.88% | 0.49% | $2.71亿 | 62.6万股 | $1.25亿 | 58.2万股 | +4.4万股+7.54% | 加仓 |
 英特尔INTC |
| 0.87% | 0.29% | $2.70亿 | 193.1万股 | $7,505.7万 | 170.1万股 | +23.1万股+13.56% | 加仓 |
 埃克森美孚XOM |
| 0.84% | 1.2% | $2.61亿 | 190.6万股 | $3.05亿 | 180.0万股 | +10.6万股+5.89% | 加仓 |
 思科CSCO |
| 0.7% | 0.51% | $2.17亿 | 184.9万股 | $1.31亿 | 168.5万股 | +16.4万股+9.74% | 加仓 |
 科磊KLAC |
| 0.7% | 0.4% | $2.16亿 | 71.6万股 | $1.02亿 | 6.9万股 | +64.7万股+936.26% | 加仓 |
 万事达MA |
| 0.69% | 0.77% | $2.14亿 | 41.7万股 | $1.95亿 | 39.1万股 | +2.6万股+6.74% | 加仓 |
 艾伯维ABBV |
| 0.68% | 0.68% | $2.11亿 | 83.7万股 | $1.74亿 | 79.8万股 | +3.8万股+4.80% | 加仓 |
 沃尔玛WMT |
| 0.65% | 0.87% | $2.03亿 | 179.2万股 | $2.21亿 | 177.4万股 | +1.8万股+1.01% | 加仓 |
 可口可乐KO |
| 0.61% | 0.61% | $1.88亿 | 230.0万股 | $1.55亿 | 202.9万股 | +27.1万股+13.34% | 加仓 |
 好市多COST |
| 0.55% | 0.64% | $1.70亿 | 18.2万股 | $1.64亿 | 16.5万股 | +1.7万股+10.46% | 加仓 |
 宝洁PG |
| 0.55% | 0.6% | $1.69亿 | 115.4万股 | $1.54亿 | 106.6万股 | +8.9万股+8.32% | 加仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.54% | $1.68亿 | 295.2万股 | $1.38亿 | 283.9万股 | +11.2万股+3.96% | 加仓 |
 默沙东MRK |
| 0.53% | 0.57% | $1.65亿 | 127.7万股 | $1.45亿 | 119.7万股 | +8.0万股+6.70% | 加仓 |
 联合健康UNH |
| 0.5% | 0.38% | $1.56亿 | 37.4万股 | $9,645.3万 | 35.6万股 | +1.8万股+5.05% | 加仓 |
 家得宝HD |
| 0.47% | 0.5% | $1.45亿 | 41.1万股 | $1.28亿 | 38.9万股 | +2.2万股+5.53% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.67% | $1.43亿 | 86.4万股 | $1.71亿 | 82.5万股 | +3.8万股+4.65% | 加仓 |
 GE VernovaGEV |
| 0.45% | 0.37% | $1.40亿 | 11.9万股 | $9,523.6万 | 10.9万股 | +1.0万股+9.56% | 加仓 |
 高盛GS |
| 0.45% | 0.45% | $1.39亿 | 13.7万股 | $1.14亿 | 13.5万股 | +1,680股+1.24% | 加仓 |
 NETFLIXNFLX |
| 0.44% | 0.66% | $1.38亿 | 192.7万股 | $1.68亿 | 174.4万股 | +18.3万股+10.48% | 加仓 |
 GE航空GE |
| 0.44% | 0.37% | $1.37亿 | 36.6万股 | $9,335.8万 | 32.9万股 | +3.8万股+11.53% | 加仓 |
| C花旗集团C |
| 0.41% | 0.4% | $1.27亿 | 90.7万股 | $1.02亿 | 89.9万股 | +8,000股+0.89% | 加仓 |
 PALO ALTOPANW |
| 0.4% | 0.22% | $1.23亿 | 36.0万股 | $5,709.3万 | 35.6万股 | +3,800股+1.07% | 加仓 |
 德州仪器TXN |
| 0.39% | 0.26% | $1.22亿 | 40.9万股 | $6,610.2万 | 34.0万股 | +6.9万股+20.12% | 加仓 |
| IIBMIBM |
| 0.39% | 0.39% | $1.21亿 | 42.9万股 | $9,948.4万 | 41.0万股 | +1.9万股+4.57% | 加仓 |
 西部数据WDC |
| 0.39% | 0.18% | $1.21亿 | 18.9万股 | $4,672.0万 | 17.3万股 | +1.6万股+9.30% | 加仓 |
 迈威尔MRVL |
| 0.38% | 0.17% | $1.16亿 | 39.1万股 | $4,399.2万 | 44.4万股 | -5.3万股-12.02% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.37% | 0.41% | $1.13亿 | 137.0万股 | $1.05亿 | 132.1万股 | +4.8万股+3.66% | 加仓 |
 摩根士丹利MS |
| 0.35% | 0.32% | $1.09亿 | 52.1万股 | $8,246.4万 | 50.1万股 | +2.0万股+3.95% | 加仓 |
 迪尔DE |
| 0.35% | 0.36% | $1.09亿 | 17.1万股 | $9,158.4万 | 16.2万股 | +8,720股+5.38% | 加仓 |
 帕兰提尔PLTR |
| 0.34% | 0.49% | $1.07亿 | 91.5万股 | $1.25亿 | 85.5万股 | +6.1万股+7.13% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.34% | 0.31% | $1.05亿 | 26.4万股 | $7,833.3万 | 24.6万股 | +1.8万股+7.28% | 加仓 |
| Q高通QCOM |
| 0.33% | 0.31% | $1.02亿 | 55.3万股 | $7,902.0万 | 61.4万股 | -6.1万股-9.93% | 减仓 |
 甲骨文ORCL |
| 0.33% | 0.37% | $1.01亿 | 68.9万股 | $9,552.5万 | 64.9万股 | +4.0万股+6.13% | 加仓 |
