 英伟达NVDA |
| 7.45% | 7.79% | $17.99亿 | 899.2万股 | $15.90亿 | 962.9万股 | -63.7万股-6.61% | 减仓 |
 苹果AAPL |
| 5.38% | 5.31% | $12.99亿 | 449.0万股 | $10.85亿 | 427.5万股 | +21.4万股+5.01% | 加仓 |
 微软MSFT |
| 4.49% | 4.96% | $10.83亿 | 290.4万股 | $10.12亿 | 273.4万股 | +17.0万股+6.22% | 加仓 |
 谷歌AGOOGL |
| 3.49% | 3.29% | $8.43亿 | 235.9万股 | $6.73亿 | 233.9万股 | +2.0万股+0.85% | 加仓 |
 博通AVGO |
| 2.62% | 1.98% | $6.34亿 | 167.7万股 | $4.04亿 | 130.6万股 | +37.1万股+28.38% | 加仓 |
 亚马逊AMZN |
| 2.53% | 2.45% | $6.12亿 | 256.7万股 | $5.01亿 | 240.7万股 | +16.0万股+6.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.46% | 2.41% | $5.93亿 | 167.8万股 | $4.92亿 | 171.4万股 | -3.6万股-2.09% | 减仓 |
 Meta平台META |
| 1.94% | 2.18% | $4.70亿 | 83.4万股 | $4.46亿 | 77.9万股 | +5.5万股+7.08% | 加仓 |
 礼来LLY |
| 1.77% | 1.52% | $4.29亿 | 35.7万股 | $3.11亿 | 33.8万股 | +1.9万股+5.57% | 加仓 |
 特斯拉TSLA |
| 1.69% | 1.69% | $4.08亿 | 96.9万股 | $3.45亿 | 92.9万股 | +4.0万股+4.29% | 加仓 |
 泛林集团LRCX |
| 1.38% | 0.82% | $3.33亿 | 76.9万股 | $1.68亿 | 78.7万股 | -1.8万股-2.28% | 减仓 |
 美光科技MU |
| 1.31% | 0.49% | $3.15亿 | 27.3万股 | $1.00亿 | 48.7万股 | -21.4万股-43.89% | 减仓 |
 强生JNJ |
| 1.25% | 1.49% | $3.03亿 | 119.2万股 | $3.05亿 | 127.3万股 | -8.0万股-6.31% | 减仓 |
 AMD超威AMD |
| 1.22% | 0.46% | $2.96亿 | 50.9万股 | $9,431.6万 | 46.4万股 | +4.5万股+9.78% | 加仓 |
 ALTRIAMO |
| 1.16% | 1.32% | $2.80亿 | 389.0万股 | $2.70亿 | 408.5万股 | -19.5万股-4.78% | 减仓 |
 威瑞森VZ |
| 1.05% | 1.56% | $2.53亿 | 597.8万股 | $3.19亿 | 635.1万股 | -37.3万股-5.87% | 减仓 |
 VisaV |
| 0.93% | 0.97% | $2.24亿 | 65.3万股 | $1.99亿 | 65.7万股 | -4,001股-0.61% | 减仓 |
 应用材料AMAT |
| 0.86% | 0.49% | $2.08亿 | 28.8万股 | $1.00亿 | 29.4万股 | -5,795股-1.97% | 减仓 |
 思科CSCO |
| 0.86% | 0.64% | $2.07亿 | 176.2万股 | $1.31亿 | 168.6万股 | +7.6万股+4.51% | 加仓 |
 卡特彼勒CAT |
| 0.81% | 0.66% | $1.96亿 | 18.4万股 | $1.35亿 | 19.1万股 | -7,249股-3.80% | 减仓 |
 GE航空GE |
| 0.72% | 0.51% | $1.74亿 | 46.5万股 | $1.04亿 | 36.5万股 | +10.0万股+27.54% | 加仓 |
 科磊KLAC |
| 0.72% | 0.45% | $1.73亿 | 57.4万股 | $9,160.0万 | 6.2万股 | +51.2万股+822.68% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.72% | $1.71亿 | 68.1万股 | $1.47亿 | 67.7万股 | +3,342股+0.49% | 加仓 |
 摩根大通JPM |
| 0.69% | 0.76% | $1.68亿 | 51.3万股 | $1.55亿 | 52.8万股 | -1.5万股-2.93% | 减仓 |
 默沙东MRK |
| 0.69% | 0.81% | $1.68亿 | 130.5万股 | $1.66亿 | 138.2万股 | -7.6万股-5.54% | 减仓 |
 辉瑞PFE |
| 0.69% | 1.01% | $1.67亿 | 694.4万股 | $2.06亿 | 733.3万股 | -38.9万股-5.31% | 减仓 |
 摩根士丹利MS |
| 0.68% | 0.65% | $1.63亿 | 78.1万股 | $1.32亿 | 80.5万股 | -2.4万股-2.94% | 减仓 |
 德州仪器TXN |
| 0.64% | 0.56% | $1.53亿 | 51.5万股 | $1.14亿 | 58.5万股 | -7.0万股-11.94% | 减仓 |
 GE VernovaGEV |
| 0.58% | 0.43% | $1.41亿 | 12.0万股 | $8,722.7万 | 10.0万股 | +2.0万股+19.86% | 加仓 |
 万事达MA |
| 0.57% | 0.72% | $1.39亿 | 27.0万股 | $1.48亿 | 32.8万股 | -5.8万股-17.68% | 减仓 |
 联合健康UNH |
| 0.56% | 0.49% | $1.35亿 | 32.6万股 | $1.00亿 | 37.0万股 | -4.4万股-11.98% | 减仓 |
 沃尔玛WMT |
| 0.56% | 0.67% | $1.35亿 | 119.1万股 | $1.38亿 | 110.7万股 | +8.5万股+7.67% | 加仓 |
 好市多COST |
| 0.55% | 0.54% | $1.32亿 | 14.1万股 | $1.11亿 | 13.1万股 | +9,850股+7.50% | 加仓 |
 家得宝HD |
| 0.54% | 0.58% | $1.32亿 | 37.3万股 | $1.18亿 | 35.9万股 | +1.4万股+3.86% | 加仓 |
 ONEOKOKE |
| 0.53% | 0.7% | $1.29亿 | 148.3万股 | $1.43亿 | 158.0万股 | -9.7万股-6.14% | 减仓 |
 NETFLIXNFLX |
| 0.51% | 0.76% | $1.23亿 | 171.6万股 | $1.55亿 | 151.2万股 | +20.4万股+13.46% | 加仓 |
 芝加哥商品交易所CME |
| 0.49% | 0.86% | $1.19亿 | 53.8万股 | $1.75亿 | 64.2万股 | -10.4万股-16.24% | 减仓 |
| IIBMIBM |
| 0.49% | 0.52% | $1.17亿 | 41.7万股 | $1.07亿 | 45.7万股 | -4.0万股-8.72% | 减仓 |
 宝洁PG |
| 0.47% | 0.61% | $1.13亿 | 76.8万股 | $1.24亿 | 79.8万股 | -3.0万股-3.74% | 减仓 |
 联合包裹UPSUPS |
| 0.46% | 0.52% | $1.11亿 | 103.0万股 | $1.06亿 | 107.5万股 | -4.6万股-4.25% | 减仓 |
 可口可乐KO |
| 0.46% | 0.49% | $1.10亿 | 135.3万股 | $9,964.3万 | 131.0万股 | +4.3万股+3.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.45% | $1.10亿 | 21.9万股 | $9,162.5万 | 19.1万股 | +2.8万股+14.73% | 加仓 |
 雪佛龙CVX |
| 0.45% | 0.78% | $1.08亿 | 65.2万股 | $1.59亿 | 80.6万股 | -15.4万股-19.16% | 减仓 |
 埃克森美孚XOM |
| 0.44% | 0.71% | $1.05亿 | 76.9万股 | $1.45亿 | 85.6万股 | -8.7万股-10.11% | 减仓 |
 帕兰提尔PLTR |
| 0.43% | 0.51% | $1.04亿 | 89.1万股 | $1.05亿 | 71.7万股 | +17.4万股+24.29% | 加仓 |
 黑石集团BX |
| 0.42% | 0.51% | $1.02亿 | 87.0万股 | $1.04亿 | 90.4万股 | -3.4万股-3.73% | 减仓 |
 英特尔INTC |
| 0.42% | 0.2% | $1.02亿 | 73.1万股 | $4,167.0万 | 93.6万股 | -20.6万股-21.96% | 减仓 |
 ADPADP |
| 0.41% | 0.43% | $9,900.7万 | 44.2万股 | $8,863.3万 | 43.6万股 | +5,862股+1.34% | 加仓 |
 贝莱德·INC COMBLK |
| 0.4% | 0.54% | $9,742.2万 | 10.1万股 | $1.11亿 | 11.6万股 | -1.4万股-12.39% | 减仓 |
 希捷STX |
| 0.39% | — | $9,492.2万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
