 英伟达NVDA |
| 4.1% | 4.39% | $10.56亿 | 527.8万股 | $9.81亿 | 562.2万股 | -34.4万股-6.12% | 减仓 |
 谷歌AGOOGL |
| 3.76% | 3.5% | $9.69亿 | 271.1万股 | $7.82亿 | 271.9万股 | -7,974股-0.29% | 减仓 |
 亚马逊AMZN |
| 2.83% | 2.92% | $7.29亿 | 306.0万股 | $6.51亿 | 312.6万股 | -6.5万股-2.09% | 减仓 |
 礼来LLY |
| 2.59% | 1.12% | $6.67亿 | 55.6万股 | $2.50亿 | 27.2万股 | +28.4万股+104.55% | 加仓 |
 应用材料AMAT |
| 2.39% | 1.33% | $6.16亿 | 85.2万股 | $2.97亿 | 86.9万股 | -1.7万股-1.95% | 减仓 |
 AMD超威AMD |
| 2.28% | 0.42% | $5.88亿 | 101.3万股 | $9,334.1万 | 45.9万股 | +55.4万股+120.79% | 加仓 |
 ROYAL BK CDA COMRY |
| 2.03% | 1.97% | $5.23亿 | 222.9万股 | $4.40亿 | 243.6万股 | -20.7万股-8.51% | 减仓 |
 博通AVGO |
| 2.02% | 1.85% | $5.20亿 | 137.8万股 | $4.12亿 | 133.3万股 | +4.5万股+3.39% | 加仓 |
 林德LIN |
| 1.79% | 2.01% | $4.61亿 | 88.8万股 | $4.49亿 | 90.6万股 | -1.8万股-2.04% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.58% | 1.29% | $4.08亿 | 214.2万股 | $2.87亿 | 215.8万股 | -1.6万股-0.75% | 减仓 |
 强生JNJ |
| 1.52% | 0.72% | $3.92亿 | 154.5万股 | $1.61亿 | 65.9万股 | +88.6万股+134.38% | 加仓 |
 康宁GLW |
| 1.45% | 1.43% | $3.74亿 | 146.3万股 | $3.19亿 | 234.9万股 | -88.6万股-37.70% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.41% | 1.3% | $3.63亿 | 251.0万股 | $2.91亿 | 264.1万股 | -13.0万股-4.93% | 减仓 |
 QUANTA SVCSPWR |
| 1.29% | 0.81% | $3.32亿 | 46.2万股 | $1.80亿 | 32.8万股 | +13.3万股+40.67% | 加仓 |
 高盛GS |
| 1.28% | 1.23% | $3.30亿 | 32.6万股 | $2.74亿 | 32.4万股 | +1,831股+0.56% | 加仓 |
 伊顿ETN |
| 1.28% | 0.52% | $3.29亿 | 77.3万股 | $1.16亿 | 32.5万股 | +44.8万股+138.01% | 加仓 |
 希尔顿HLT |
| 1.25% | 1.1% | $3.21亿 | 97.1万股 | $2.46亿 | 81.0万股 | +16.1万股+19.90% | 加仓 |
 卡特彼勒CAT |
| 1.18% | 0.91% | $3.03亿 | 28.4万股 | $2.02亿 | 28.6万股 | -1,187股-0.42% | 减仓 |
 台积电TSM |
| 1.16% | 0.74% | $2.98亿 | 62.4万股 | $1.64亿 | 48.6万股 | +13.9万股+28.54% | 加仓 |
 泛林集团LRCX |
| 1.12% | 0.01% | $2.89亿 | 66.7万股 | $142.4万 | 6,664股 | +66.0万股+9,911.03% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.1% | — | $2.83亿 | 294.0万股 | $0 | 0股 | +294.0万股 | 新买入 |
 特斯拉TSLA |
| 1.07% | 0.96% | $2.76亿 | 65.6万股 | $2.15亿 | 57.8万股 | +7.9万股+13.61% | 加仓 |
 迈威尔MRVL |
| 1.07% | 0.01% | $2.75亿 | 92.4万股 | $111.9万 | 1.1万股 | +91.3万股+8,080.59% | 加仓 |
 GE VernovaGEV |
| 1.06% | 0.91% | $2.74亿 | 23.3万股 | $2.03亿 | 23.3万股 | +170股+0.07% | 加仓 |
 卡梅科CCJ |
| 1.03% | 1.22% | $2.66亿 | 261.5万股 | $2.71亿 | 249.6万股 | +11.9万股+4.76% | 加仓 |
 VIKING ORD SHSVIK |
| 1.03% | 0.1% | $2.66亿 | 253.8万股 | $2,202.8万 | 30.0万股 | +223.9万股+746.78% | 加仓 |
 美光科技MU |
| 1.03% | 0.3% | $2.65亿 | 23.0万股 | $6,650.1万 | 19.7万股 | +3.3万股+16.76% | 加仓 |
 Targa资源TRGP |
| 0.94% | 1.03% | $2.43亿 | 90.7万股 | $2.30亿 | 91.6万股 | -9,293股-1.01% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.93% | 1.6% | $2.41亿 | 92.5万股 | $3.56亿 | 144.1万股 | -51.6万股-35.83% | 减仓 |
 ILLUMINAILMN |
| 0.93% | — | $2.40亿 | 136.5万股 | $0 | 0股 | +136.5万股 | 新买入 |
 微软MSFT |
| 0.93% | 1.23% | $2.39亿 | 64.1万股 | $2.75亿 | 74.3万股 | -10.2万股-13.75% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.92% | — | $2.38亿 | 55.1万股 | $0 | 0股 | +55.1万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 0.89% | 0.74% | $2.31亿 | 85.8万股 | $1.65亿 | 71.7万股 | +14.1万股+19.64% | 加仓 |
 TJXTJX |
| 0.89% | 0.55% | $2.29亿 | 151.1万股 | $1.22亿 | 76.4万股 | +74.7万股+97.77% | 加仓 |
 森科能源SU |
| 0.84% | 0.97% | $2.17亿 | 343.3万股 | $2.16亿 | 268.6万股 | +74.7万股+27.82% | 加仓 |
| G通用动力VTI |
| 0.84% | 0.87% | $2.17亿 | 58.7万股 | $1.95亿 | 60.7万股 | -2.0万股-3.30% | 减仓 |
 Meta平台META |
| 0.82% | 1.6% | $2.11亿 | 37.5万股 | $3.58亿 | 62.5万股 | -25.0万股-39.98% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.76% | 0.63% | $1.97亿 | 69.0万股 | $1.41亿 | 67.8万股 | +1.2万股+1.72% | 加仓 |
 安桥ENB |
| 0.75% | 0.81% | $1.93亿 | 323.3万股 | $1.81亿 | 303.2万股 | +20.1万股+6.62% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 0.72% | 1.03% | $1.84亿 | 439.3万股 | $2.29亿 | 445.3万股 | -6.0万股-1.34% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.7% | 0.84% | $1.82亿 | 198.2万股 | $1.87亿 | 204.2万股 | -6.0万股-2.92% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.7% | 1.27% | $1.81亿 | 116.4万股 | $2.84亿 | 139.8万股 | -23.3万股-16.68% | 减仓 |
 直觉外科ISRG |
| 0.7% | 0.93% | $1.80亿 | 45.2万股 | $2.08亿 | 45.2万股 | +192股+0.04% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.67% | 0.7% | $1.73亿 | 199.0万股 | $1.56亿 | 198.0万股 | +9,686股+0.49% | 加仓 |
 RobinhoodHOOD |
| 0.64% | 0.51% | $1.65亿 | 164.6万股 | $1.13亿 | 163.6万股 | +9,678股+0.59% | 加仓 |
 艾伯维ABBV |
| 0.64% | 1.9% | $1.64亿 | 65.3万股 | $4.24亿 | 194.8万股 | -129.5万股-66.48% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.62% | — | $1.61亿 | 161.8万股 | $0 | 0股 | +161.8万股 | 新买入 |
 TECHNIPFMC COMFTI |
| 0.61% | 0.74% | $1.58亿 | 239.0万股 | $1.64亿 | 237.3万股 | +1.6万股+0.68% | 加仓 |
 摩根大通JPM |
| 0.57% | 0.63% | $1.48亿 | 45.3万股 | $1.40亿 | 47.7万股 | -2.5万股-5.16% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.54% | 0.38% | $1.40亿 | 120.4万股 | $8,484.3万 | 88.6万股 | +31.8万股+35.84% | 加仓 |
