 英伟达NVDA |
| 3.71% | 3.72% | $183.49亿 | 9,177.5万股 | $160.61亿 | 9,207.2万股 | -29.7万股-0.32% | 减仓 |
 苹果AAPL |
| 3% | 2.73% | $148.55亿 | 5,132.6万股 | $117.87亿 | 4,642.9万股 | +489.7万股+10.55% | 加仓 |
 谷歌AGOOGL |
| 2.32% | 2.2% | $114.98亿 | 3,217.5万股 | $95.01亿 | 3,303.5万股 | -86.0万股-2.60% | 减仓 |
 微软MSFT |
| 2.2% | 2.66% | $108.71亿 | 2,914.4万股 | $114.98亿 | 3,109.5万股 | -195.1万股-6.27% | 减仓 |
 博通AVGO |
| 2.03% | 1.89% | $100.23亿 | 2,653.3万股 | $81.69亿 | 2,640.9万股 | +12.4万股+0.47% | 加仓 |
 泛林集团LRCX |
| 1.52% | 1.03% | $75.09亿 | 1,733.5万股 | $44.42亿 | 2,078.8万股 | -345.3万股-16.61% | 减仓 |
 亚马逊AMZN |
| 1.51% | 1.62% | $74.94亿 | 3,143.4万股 | $69.75亿 | 3,349.4万股 | -206.0万股-6.15% | 减仓 |
 摩根大通JPM |
| 1.15% | 1.17% | $56.75亿 | 1,732.3万股 | $50.31亿 | 1,710.3万股 | +22.0万股+1.29% | 加仓 |
 Bloom EnergyBE |
| 1.11% | 0.72% | $55.07亿 | 1,819.7万股 | $31.01亿 | 2,288.9万股 | -469.2万股-20.50% | 减仓 |
| IiShares安硕信托IVV |
| 1.09% | 0.95% | $54.10亿 | 722.5万股 | $40.99亿 | 627.7万股 | +94.7万股+15.09% | 加仓 |
 美光科技MU |
| 1.01% | 0.26% | $50.10亿 | 434.3万股 | $11.15亿 | 329.1万股 | +105.1万股+31.95% | 加仓 |
 应用材料AMAT |
| 0.93% | 0.71% | $46.23亿 | 639.7万股 | $30.56亿 | 894.2万股 | -254.5万股-28.46% | 减仓 |
 Meta平台META |
| 0.91% | 1.05% | $45.08亿 | 799.8万股 | $45.25亿 | 790.8万股 | +9.0万股+1.13% | 加仓 |
 VisaV |
| 0.86% | 0.77% | $42.46亿 | 1,235.0万股 | $33.27亿 | 1,101.0万股 | +134.0万股+12.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.8% | $38.06亿 | 1,077.0万股 | $34.40亿 | 1,199.2万股 | -122.2万股-10.19% | 减仓 |
 礼来LLY |
| 0.73% | 0.64% | $35.96亿 | 299.7万股 | $27.42亿 | 298.4万股 | +1.2万股+0.41% | 加仓 |
 思科CSCO |
| 0.73% | 0.62% | $35.95亿 | 3,060.6万股 | $26.71亿 | 3,442.4万股 | -381.8万股-11.09% | 减仓 |
 强生JNJ |
| 0.69% | 0.78% | $34.04亿 | 1,340.2万股 | $33.70亿 | 1,377.9万股 | -37.8万股-2.74% | 减仓 |
 雪佛龙CVX |
| 0.66% | 0.82% | $32.65亿 | 1,971.6万股 | $35.53亿 | 1,715.3万股 | +256.3万股+14.94% | 加仓 |
| BBANK OF AMERBAC |
| 0.66% | 0.64% | $32.50亿 | 5,702.6万股 | $27.67亿 | 5,676.0万股 | +26.5万股+0.47% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.8% | $30.61亿 | 2,703.3万股 | $34.35亿 | 2,761.7万股 | -58.4万股-2.11% | 减仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.51% | $30.11亿 | 438.4万股 | $22.10亿 | 369.9万股 | +68.5万股+18.53% | 加仓 |
 摩根士丹利MS |
| 0.6% | 0.53% | $29.50亿 | 1,410.2万股 | $22.89亿 | 1,391.6万股 | +18.5万股+1.33% | 加仓 |
 艾伯维ABBV |
| 0.59% | 0.56% | $29.00亿 | 1,152.0万股 | $24.07亿 | 1,106.8万股 | +45.1万股+4.08% | 加仓 |
| I景顺QQQ信托VOO |
| 0.58% | 0.58% | $28.48亿 | 386.5万股 | $25.18亿 | 436.3万股 | -49.7万股-11.40% | 减仓 |
 迈威尔MRVL |
| 0.55% | 0.48% | $27.12亿 | 911.2万股 | $20.65亿 | 2,084.5万股 | -1,173.3万股-56.29% | 减仓 |
 万事达MA |
| 0.52% | 0.52% | $25.88亿 | 503.9万股 | $22.59亿 | 452.5万股 | +51.4万股+11.36% | 加仓 |
| V先锋领航指数基金VTV |
| 0.5% | 0.52% | $24.92亿 | 1,138.3万股 | $22.39亿 | 1,140.5万股 | -2.2万股-0.20% | 减仓 |
 台积电TSM |
| 0.49% | 0.36% | $24.31亿 | 508.1万股 | $15.44亿 | 456.4万股 | +51.7万股+11.32% | 加仓 |
 PALO ALTOPANW |
| 0.45% | 0.24% | $22.47亿 | 656.3万股 | $10.42亿 | 650.1万股 | +6.2万股+0.96% | 加仓 |
 默沙东MRK |
| 0.45% | 0.45% | $22.35亿 | 1,738.7万股 | $19.60亿 | 1,626.3万股 | +112.5万股+6.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.44% | $22.15亿 | 297.2万股 | $19.01亿 | 292.6万股 | +4.7万股+1.59% | 加仓 |
 TJXTJX |
| 0.45% | 0.49% | $22.08亿 | 1,456.4万股 | $21.18亿 | 1,324.5万股 | +131.9万股+9.96% | 加仓 |
 科磊KLAC |
| 0.44% | 0.3% | $21.78亿 | 722.2万股 | $13.08亿 | 88.8万股 | +633.4万股+713.30% | 加仓 |
 Arista网络ANET |
| 0.44% | 0.28% | $21.74亿 | 1,280.1万股 | $12.27亿 | 1,002.9万股 | +277.2万股+27.64% | 加仓 |
 西部数据WDC |
| 0.44% | 0.36% | $21.65亿 | 339.1万股 | $15.62亿 | 577.3万股 | -238.2万股-41.26% | 减仓 |
| B纽约梅隆银行BK |
| 0.43% | 0.4% | $21.05亿 | 1,455.2万股 | $17.23亿 | 1,452.5万股 | +2.7万股+0.19% | 加仓 |
| IiShares安硕信托IWD |
| 0.42% | 0.06% | $20.96亿 | 864.5万股 | $2.55亿 | 119.2万股 | +745.3万股+625.20% | 加仓 |
| V先锋领航指数基金VUG |
| 0.41% | 0.41% | $20.44亿 | 2,370.8万股 | $17.55亿 | 402.3万股 | +1,968.5万股+489.31% | 加仓 |
 宝洁PG |
| 0.41% | 0.49% | $20.43亿 | 1,393.4万股 | $21.22亿 | 1,469.3万股 | -75.9万股-5.17% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.76% | $20.08亿 | 1,470.4万股 | $32.80亿 | 1,928.5万股 | -458.1万股-23.75% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.4% | 0.43% | $19.77亿 | 497.8万股 | $18.72亿 | 588.2万股 | -90.4万股-15.38% | 减仓 |
 林德LIN |
| 0.4% | 0.43% | $19.73亿 | 380.3万股 | $18.36亿 | 370.3万股 | +10.0万股+2.69% | 加仓 |
 联合健康UNH |
| 0.38% | 0.22% | $18.75亿 | 451.0万股 | $9.47亿 | 349.9万股 | +101.1万股+28.90% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.38% | 0.31% | $18.63亿 | 977.5万股 | $13.43亿 | 962.6万股 | +14.9万股+1.55% | 加仓 |
 CHUBB LIMITEDCB |
| 0.37% | 0.4% | $18.29亿 | 536.8万股 | $17.32亿 | 531.4万股 | +5.3万股+1.00% | 加仓 |
 德州仪器TXN |
| 0.37% | 0.28% | $18.26亿 | 612.7万股 | $11.96亿 | 616.2万股 | -3.4万股-0.55% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.36% | 0.43% | $18.05亿 | 2,183.5万股 | $18.71亿 | 2,349.7万股 | -166.2万股-7.07% | 减仓 |
 AMD超威AMD |
| 0.36% | 0.15% | $17.93亿 | 308.6万股 | $6.30亿 | 309.7万股 | -1.1万股-0.36% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.36% | 0.41% | $17.81亿 | 1,852.8万股 | $17.64亿 | 1,851.1万股 | +1.7万股+0.09% | 加仓 |
