 英伟达NVDA |
| 7.98% | 8.09% | $3,108.4万 | 15.5万股 | $2,869.5万 | 16.5万股 | -9,187股-5.58% | 减仓 |
 苹果AAPL |
| 7% | 7.16% | $2,725.9万 | 9.4万股 | $2,539.2万 | 10.0万股 | -5,847股-5.84% | 减仓 |
 微软MSFT |
| 4.56% | 5.25% | $1,777.3万 | 4.8万股 | $1,862.8万 | 5.0万股 | -2,679股-5.32% | 减仓 |
 亚马逊AMZN |
| 3.84% | 3.87% | $1,496.4万 | 6.3万股 | $1,371.9万 | 6.6万股 | -3,084股-4.68% | 减仓 |
 谷歌AGOOGL |
| 3.45% | 3.19% | $1,344.0万 | 3.8万股 | $1,132.8万 | 3.9万股 | -1,784股-4.53% | 减仓 |
 博通AVGO |
| 2.95% | 2.79% | $1,147.2万 | 3.0万股 | $989.7万 | 3.2万股 | -1,607股-5.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.75% | 2.55% | $1,071.1万 | 3.0万股 | $903.2万 | 3.1万股 | -1,170股-3.72% | 减仓 |
 美光科技MU |
| 2.14% | 0.72% | $834.9万 | 7,233股 | $256.8万 | 7,600股 | -367股-4.83% | 减仓 |
 Meta平台META |
| 2.04% | 2.38% | $793.4万 | 1.4万股 | $843.7万 | 1.5万股 | -661股-4.48% | 减仓 |
 特斯拉TSLA |
| 1.95% | 1.99% | $759.5万 | 1.8万股 | $707.3万 | 1.9万股 | -969股-5.09% | 减仓 |
 礼来LLY |
| 1.56% | 1.39% | $608.6万 | 5,074股 | $494.6万 | 5,377股 | -303股-5.64% | 减仓 |
 AMD超威AMD |
| 1.56% | 0.63% | $607.6万 | 1.0万股 | $224.2万 | 1.1万股 | -564股-5.12% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.51% | 1.68% | $588.4万 | 1.2万股 | $595.0万 | 1.2万股 | -657股-5.29% | 减仓 |
 摩根大通JPM |
| 1.44% | 1.53% | $562.5万 | 1.7万股 | $542.2万 | 1.8万股 | -1,246股-6.76% | 减仓 |
 英特尔INTC |
| 1.09% | 0.38% | $423.1万 | 3.0万股 | $134.0万 | 3.0万股 | -58股-0.19% | 减仓 |
 强生JNJ |
| 1.01% | 1.12% | $392.1万 | 1.5万股 | $398.8万 | 1.6万股 | -873股-5.35% | 减仓 |
 应用材料AMAT |
| 0.94% | 0.52% | $368.0万 | 5,090股 | $184.4万 | 5,394股 | -304股-5.64% | 减仓 |
 VisaV |
| 0.94% | 0.97% | $365.2万 | 1.1万股 | $345.4万 | 1.1万股 | -782股-6.84% | 减仓 |
 埃克森美孚XOM |
| 0.93% | 1.37% | $363.5万 | 2.7万股 | $484.4万 | 2.9万股 | -1,969股-6.90% | 减仓 |
 泛林集团LRCX |
| 0.89% | 0.51% | $347.6万 | 8,021股 | $181.7万 | 8,504股 | -483股-5.68% | 减仓 |
 沃尔玛WMT |
| 0.82% | 1.04% | $318.5万 | 2.8万股 | $369.0万 | 3.0万股 | -1,572股-5.29% | 减仓 |
 卡特彼勒CAT |
| 0.81% | 0.63% | $314.6万 | 2,954股 | $224.5万 | 3,169股 | -215股-6.78% | 减仓 |
 思科CSCO |
| 0.76% | 0.58% | $297.6万 | 2.5万股 | $207.0万 | 2.7万股 | -1,349股-5.06% | 减仓 |
 艾伯维ABBV |
| 0.73% | 0.73% | $285.2万 | 1.1万股 | $260.3万 | 1.2万股 | -635股-5.31% | 减仓 |
 好市多COST |
| 0.68% | 0.84% | $266.2万 | 2,846股 | $299.0万 | 3,001股 | -155股-5.16% | 减仓 |
 万事达MA |
| 0.68% | 0.78% | $265.8万 | 5,175股 | $277.4万 | 5,552股 | -377股-6.79% | 减仓 |
 科磊KLAC |
| 0.65% | 0.37% | $252.8万 | 8,378股 | $131.0万 | 890股 | +7,488股+841.35% | 加仓 |
 GE航空GE |
| 0.64% | 0.57% | $250.1万 | 6,692股 | $202.7万 | 7,142股 | -450股-6.30% | 减仓 |
 联合健康UNH |
| 0.62% | 0.47% | $242.1万 | 5,825股 | $166.0万 | 6,133股 | -308股-5.02% | 减仓 |
| BBANK OF AMERBAC |
| 0.61% | 0.62% | $238.6万 | 4.2万股 | $221.8万 | 4.5万股 | -3,615股-7.95% | 减仓 |
 家得宝HD |
| 0.58% | 0.62% | $225.3万 | 6,388股 | $221.7万 | 6,740股 | -352股-5.22% | 减仓 |
 宝洁PG |
| 0.56% | 0.64% | $219.0万 | 1.5万股 | $228.5万 | 1.6万股 | -887股-5.61% | 减仓 |
| SSANDISK COMSNDK |
| 0.55% | 0.18% | $216.0万 | 950股 | $63.5万 | 999股 | -49股-4.90% | 减仓 |
 默沙东MRK |
| 0.52% | 0.57% | $203.6万 | 1.6万股 | $202.2万 | 1.7万股 | -965股-5.74% | 减仓 |
 GE VernovaGEV |
| 0.52% | 0.45% | $202.5万 | 1,724股 | $160.4万 | 1,837股 | -113股-6.15% | 减仓 |
 可口可乐KO |
| 0.52% | 0.56% | $201.8万 | 2.5万股 | $199.3万 | 2.6万股 | -1,377股-5.25% | 减仓 |
 雪佛龙CVX |
| 0.51% | 0.75% | $199.0万 | 1.2万股 | $265.1万 | 1.3万股 | -808股-6.31% | 减仓 |
 NETFLIXNFLX |
| 0.5% | 0.78% | $192.8万 | 2.7万股 | $275.9万 | 2.9万股 | -1,683股-5.87% | 减仓 |
 高盛GS |
| 0.49% | 0.48% | $191.4万 | 1,892股 | $171.8万 | 2,031股 | -139股-6.84% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.46% | 0.49% | $180.8万 | 9,996股 | $174.3万 | 1.1万股 | -544股-5.16% | 减仓 |
 PALO ALTOPANW |
| 0.46% | 0.24% | $177.4万 | 5,202股 | $86.3万 | 5,383股 | -181股-3.36% | 减仓 |
 德州仪器TXN |
| 0.45% | 0.34% | $174.0万 | 5,837股 | $119.4万 | 6,152股 | -315股-5.12% | 减仓 |
 帕兰提尔PLTR |
| 0.44% | 0.64% | $171.8万 | 1.5万股 | $226.3万 | 1.5万股 | -740股-4.78% | 减仓 |
| IIBMIBM |
| 0.44% | 0.43% | $169.5万 | 6,028股 | $153.4万 | 6,329股 | -301股-4.76% | 减仓 |
 迈威尔MRVL |
| 0.43% | — | $167.3万 | 5,616股 | $0 | 0股 | +5,616股 | 新买入 |
 雷神技术RTX |
| 0.42% | 0.49% | $163.9万 | 8,637股 | $175.1万 | 9,078股 | -441股-4.86% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.42% | 0.48% | $162.2万 | 2.0万股 | $169.2万 | 2.1万股 | -1,627股-7.65% | 减仓 |
 摩根士丹利MS |
| 0.41% | 0.38% | $160.7万 | 7,689股 | $134.6万 | 8,179股 | -490股-5.99% | 减仓 |
 甲骨文ORCL |
| 0.41% | 0.47% | $159.5万 | 1.1万股 | $167.5万 | 1.1万股 | -505股-4.43% | 减仓 |
 林德LIN |
| 0.4% | 0.44% | $153.9万 | 2,965股 | $156.8万 | 3,162股 | -197股-6.23% | 减仓 |
