 英伟达NVDA |
| 6.93% | 6.98% | $14.76亿 | 741.8万股 | $14.02亿 | 811.9万股 | -70.1万股-8.64% | 减仓 |
 苹果AAPL |
| 5.69% | 5.72% | $12.12亿 | 421.3万股 | $11.49亿 | 454.9万股 | -33.6万股-7.38% | 减仓 |
 微软MSFT |
| 3.96% | 4.44% | $8.42亿 | 226.4万股 | $8.91亿 | 242.1万股 | -15.7万股-6.47% | 减仓 |
 亚马逊AMZN |
| 3.33% | 3.31% | $7.09亿 | 296.9万股 | $6.64亿 | 320.8万股 | -23.9万股-7.44% | 减仓 |
 谷歌AGOOGL |
| 2.9% | 2.65% | $6.17亿 | 172.9万股 | $5.32亿 | 186.6万股 | -13.7万股-7.36% | 减仓 |
 博通AVGO |
| 2.52% | 2.14% | $5.36亿 | 142.2万股 | $4.29亿 | 139.9万股 | +2.3万股+1.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.29% | 2.22% | $4.87亿 | 138.1万股 | $4.45亿 | 156.5万股 | -18.4万股-11.74% | 减仓 |
 美光科技MU |
| 1.72% | 0.57% | $3.66亿 | 31.8万股 | $1.15亿 | 34.3万股 | -2.5万股-7.18% | 减仓 |
 Meta平台META |
| 1.67% | 1.91% | $3.56亿 | 63.2万股 | $3.84亿 | 67.8万股 | -4.7万股-6.88% | 减仓 |
 特斯拉TSLA |
| 1.62% | 1.64% | $3.45亿 | 82.4万股 | $3.29亿 | 89.3万股 | -6.9万股-7.77% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.38% | 1.44% | $2.95亿 | 370.9万股 | $2.89亿 | 323.6万股 | +47.2万股+14.60% | 加仓 |
 礼来LLY |
| 1.37% | 1.18% | $2.91亿 | 24.1万股 | $2.36亿 | 25.9万股 | -1.8万股-6.79% | 减仓 |
 AMD超威AMD |
| 1.29% | 0.52% | $2.74亿 | 47.9万股 | $1.04亿 | 51.4万股 | -3.5万股-6.85% | 减仓 |
 摩根大通JPM |
| 1.19% | 1.25% | $2.54亿 | 77.5万股 | $2.51亿 | 86.0万股 | -8.5万股-9.88% | 减仓 |
 VisaV |
| 1.09% | 1.1% | $2.31亿 | 67.4万股 | $2.20亿 | 72.9万股 | -5.4万股-7.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 1.06% | $2.08亿 | 41.6万股 | $2.12亿 | 44.3万股 | -2.7万股-6.10% | 减仓 |
 强生JNJ |
| 0.94% | 1.03% | $2.01亿 | 78.8万股 | $2.06亿 | 84.4万股 | -5.5万股-6.57% | 减仓 |
 应用材料AMAT |
| 0.84% | 0.44% | $1.80亿 | 25.0万股 | $8,904.7万 | 26.3万股 | -1.3万股-4.81% | 减仓 |
 埃克森美孚XOM |
| 0.82% | 1.18% | $1.74亿 | 127.3万股 | $2.36亿 | 138.8万股 | -11.5万股-8.28% | 减仓 |
 英特尔INTC |
| 0.8% | 0.31% | $1.71亿 | 124.1万股 | $6,232.4万 | 143.1万股 | -19.0万股-13.28% | 减仓 |
 泛林集团LRCX |
| 0.78% | 0.44% | $1.66亿 | 38.7万股 | $8,846.4万 | 41.9万股 | -3.2万股-7.69% | 减仓 |
 好市多COST |
| 0.76% | 0.88% | $1.62亿 | 17.3万股 | $1.76亿 | 17.7万股 | -4,307股-2.43% | 减仓 |
 沃尔玛WMT |
| 0.7% | 0.88% | $1.50亿 | 131.8万股 | $1.77亿 | 142.2万股 | -10.5万股-7.36% | 减仓 |
 卡特彼勒CAT |
| 0.7% | 0.54% | $1.49亿 | 14.0万股 | $1.07亿 | 15.4万股 | -1.3万股-8.48% | 减仓 |
 思科CSCO |
| 0.7% | 0.53% | $1.48亿 | 126.0万股 | $1.07亿 | 137.9万股 | -11.9万股-8.64% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.61% | $1.32亿 | 52.5万股 | $1.22亿 | 56.5万股 | -4.0万股-7.09% | 减仓 |
 万事达MA |
| 0.59% | 0.68% | $1.26亿 | 24.5万股 | $1.36亿 | 27.4万股 | -2.8万股-10.32% | 减仓 |
 安费诺APH |
| 0.57% | 0.51% | $1.21亿 | 69.7万股 | $1.02亿 | 82.0万股 | -12.4万股-15.07% | 减仓 |
 甲骨文ORCL |
| 0.56% | 0.64% | $1.20亿 | 81.5万股 | $1.28亿 | 87.9万股 | -6.5万股-7.35% | 减仓 |
 GE航空GE |
| 0.54% | 0.47% | $1.14亿 | 30.6万股 | $9,385.1万 | 33.3万股 | -2.7万股-8.25% | 减仓 |
 宝洁PG |
| 0.53% | 0.6% | $1.14亿 | 77.3万股 | $1.20亿 | 82.9万股 | -5.6万股-6.77% | 减仓 |
| BBANK OF AMERBAC |
| 0.53% | 0.52% | $1.12亿 | 196.7万股 | $1.04亿 | 214.9万股 | -18.2万股-8.48% | 减仓 |
 科磊KLAC |
| 0.52% | 0.3% | $1.12亿 | 37.6万股 | $5,970.1万 | 4.1万股 | +33.5万股+817.89% | 加仓 |
 联合健康UNH |
| 0.51% | 0.39% | $1.09亿 | 26.3万股 | $7,778.6万 | 28.9万股 | -2.6万股-9.11% | 减仓 |
 家得宝HD |
| 0.49% | 0.52% | $1.04亿 | 29.4万股 | $1.04亿 | 31.6万股 | -2.2万股-6.88% | 减仓 |
 可口可乐KO |
| 0.49% | 0.54% | $1.03亿 | 126.8万股 | $1.08亿 | 142.5万股 | -15.7万股-11.03% | 减仓 |
 默沙东MRK |
| 0.48% | 0.51% | $1.02亿 | 79.4万股 | $1.03亿 | 85.7万股 | -6.3万股-7.35% | 减仓 |
 迪士尼DIS |
| 0.47% | 0.53% | $1.00亿 | 103.5万股 | $1.06亿 | 110.9万股 | -7.4万股-6.68% | 减仓 |
 WELLTOWER COMWELL |
| 0.47% | 0.43% | $9,966.2万 | 43.8万股 | $8,534.5万 | 43.6万股 | +2,331股+0.54% | 加仓 |
 雪佛龙CVX |
| 0.44% | 0.65% | $9,367.2万 | 56.3万股 | $1.30亿 | 62.5万股 | -6.2万股-9.90% | 减仓 |
 GE VernovaGEV |
| 0.43% | 0.36% | $9,126.4万 | 7.9万股 | $7,159.0万 | 8.3万股 | -4,287股-5.16% | 减仓 |
 直觉外科ISRG |
| 0.42% | 0.5% | $8,838.5万 | 22.1万股 | $1.01亿 | 22.0万股 | +656股+0.30% | 加仓 |
 ServiceNowNOW |
| 0.41% | 0.43% | $8,776.9万 | 88.2万股 | $8,623.7万 | 82.4万股 | +5.8万股+7.09% | 加仓 |
 NETFLIXNFLX |
| 0.41% | 0.63% | $8,686.5万 | 120.8万股 | $1.26亿 | 131.5万股 | -10.7万股-8.11% | 减仓 |
| IIBMIBM |
| 0.4% | 0.39% | $8,499.1万 | 30.3万股 | $7,781.9万 | 32.2万股 | -1.9万股-6.02% | 减仓 |
 高盛GS |
| 0.39% | 0.38% | $8,379.9万 | 8.3万股 | $7,675.2万 | 9.1万股 | -8,794股-9.61% | 减仓 |
 PALO ALTOPANW |
| 0.39% | 0.2% | $8,264.7万 | 24.4万股 | $4,077.6万 | 25.6万股 | -1.2万股-4.87% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.38% | 0.4% | $8,128.9万 | 44.8万股 | $8,002.2万 | 48.4万股 | -3.6万股-7.42% | 减仓 |
 德州仪器TXN |
| 0.38% | 0.3% | $8,089.0万 | 27.4万股 | $5,933.6万 | 30.8万股 | -3.4万股-11.10% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.37% | 0.29% | $7,802.0万 | 14.3万股 | $5,761.8万 | 13.7万股 | +6,734股+4.93% | 加仓 |
