 英伟达NVDA |
| 6.79% | 7.38% | $18.43亿 | 921.1万股 | $14.59亿 | 836.8万股 | +84.3万股+10.08% | 加仓 |
 苹果AAPL |
| 5.9% | 6.55% | $16.00亿 | 552.9万股 | $12.95亿 | 510.4万股 | +42.5万股+8.32% | 加仓 |
 微软MSFT |
| 3.88% | 4.79% | $10.53亿 | 282.2万股 | $9.49亿 | 256.3万股 | +25.9万股+10.10% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 3.81% | 3.34% | $10.34亿 | 851.4万股 | $6.62亿 | 660.5万股 | +190.9万股+28.90% | 加仓 |
 美光科技MU |
| 3.61% | 1.33% | $9.80亿 | 84.9万股 | $2.64亿 | 78.0万股 | +6.9万股+8.81% | 加仓 |
 亚马逊AMZN |
| 3.45% | 3.74% | $9.37亿 | 393.3万股 | $7.39亿 | 354.9万股 | +38.4万股+10.83% | 加仓 |
 谷歌AGOOGL |
| 2.94% | 2.91% | $7.99亿 | 223.5万股 | $5.77亿 | 200.5万股 | +23.0万股+11.45% | 加仓 |
 AMD超威AMD |
| 2.65% | 1.16% | $7.19亿 | 123.7万股 | $2.29亿 | 112.6万股 | +11.1万股+9.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.56% | 2.54% | $6.94亿 | 196.4万股 | $5.04亿 | 175.5万股 | +20.8万股+11.87% | 加仓 |
 博通AVGO |
| 2.5% | 2.54% | $6.79亿 | 179.7万股 | $5.03亿 | 162.7万股 | +17.0万股+10.47% | 加仓 |
 特斯拉TSLA |
| 2.41% | 2.63% | $6.53亿 | 155.2万股 | $5.20亿 | 140.0万股 | +15.3万股+10.91% | 加仓 |
 Meta平台META |
| 2.08% | 2.6% | $5.63亿 | 100.0万股 | $5.15亿 | 90.0万股 | +10.0万股+11.09% | 加仓 |
 英特尔INTC |
| 1.9% | 0.73% | $5.16亿 | 369.7万股 | $1.44亿 | 327.3万股 | +42.4万股+12.96% | 加仓 |
 应用材料AMAT |
| 1.61% | 0.95% | $4.37亿 | 60.5万股 | $1.88亿 | 55.0万股 | +5.5万股+9.98% | 加仓 |
 泛林集团LRCX |
| 1.52% | 0.93% | $4.12亿 | 95.1万股 | $1.85亿 | 86.4万股 | +8.7万股+10.08% | 加仓 |
 沃尔玛WMT |
| 1.49% | 2.08% | $4.05亿 | 357.4万股 | $4.11亿 | 330.8万股 | +26.6万股+8.03% | 加仓 |
 思科CSCO |
| 1.28% | 1.07% | $3.46亿 | 294.7万股 | $2.12亿 | 273.1万股 | +21.6万股+7.91% | 加仓 |
 好市多COST |
| 1.14% | 1.55% | $3.09亿 | 33.1万股 | $3.07亿 | 30.8万股 | +2.3万股+7.55% | 加仓 |
 科磊KLAC |
| 1.09% | 0.67% | $2.95亿 | 97.9万股 | $1.33亿 | 9.0万股 | +88.9万股+986.96% | 加仓 |
| SSANDISK COMSNDK |
| 0.91% | 0.07% | $2.48亿 | 10.9万股 | $1,347.8万 | 2.1万股 | +8.8万股+414.21% | 加仓 |
 NETFLIXNFLX |
| 0.85% | 1.42% | $2.31亿 | 323.0万股 | $2.82亿 | 292.9万股 | +30.0万股+10.25% | 加仓 |
 PALO ALTOPANW |
| 0.78% | 0.45% | $2.11亿 | 61.9万股 | $8,979.6万 | 56.0万股 | +5.9万股+10.50% | 加仓 |
 德州仪器TXN |
| 0.76% | 0.61% | $2.07亿 | 69.3万股 | $1.22亿 | 62.6万股 | +6.8万股+10.79% | 加仓 |
 帕兰提尔PLTR |
| 0.75% | 1.17% | $2.05亿 | 175.5万股 | $2.32亿 | 158.8万股 | +16.8万股+10.55% | 加仓 |
 迈威尔MRVL |
| 0.73% | 0.23% | $1.99亿 | 66.8万股 | $4,559.2万 | 46.0万股 | +20.7万股+45.03% | 加仓 |
 林德LIN |
| 0.67% | 0.81% | $1.83亿 | 35.3万股 | $1.60亿 | 32.2万股 | +3.0万股+9.43% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.67% | 0.68% | $1.81亿 | 542.5万股 | $1.34亿 | 349.1万股 | +193.4万股+55.40% | 加仓 |
| IiShares安硕信托IEFA |
| 0.65% | 0.75% | $1.76亿 | 182.6万股 | $1.48亿 | 163.7万股 | +18.9万股+11.56% | 加仓 |
 西部数据WDC |
| 0.6% | 0.32% | $1.64亿 | 25.6万股 | $6,311.1万 | 23.3万股 | +2.3万股+9.93% | 加仓 |
 希捷STX |
| 0.59% | 0.29% | $1.61亿 | 16.6万股 | $5,749.4万 | 14.7万股 | +2.0万股+13.37% | 加仓 |
 礼来LLY |
| 0.57% | 0.55% | $1.54亿 | 12.8万股 | $1.08亿 | 11.7万股 | +1.1万股+9.43% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.66% | $1.49亿 | 29.8万股 | $1.30亿 | 27.1万股 | +2.8万股+10.30% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.55% | 0.54% | $1.48亿 | 37.4万股 | $1.07亿 | 33.7万股 | +3.6万股+10.75% | 加仓 |
 AMGEN COMAMGN |
| 0.55% | 0.66% | $1.48亿 | 41.0万股 | $1.30亿 | 37.0万股 | +4.0万股+10.78% | 加仓 |
| Q高通QCOM |
| 0.54% | 0.48% | $1.47亿 | 79.7万股 | $9,459.3万 | 73.5万股 | +6.3万股+8.53% | 加仓 |
 CrowdStrikeCRWD |
| 0.54% | 0.34% | $1.46亿 | 19.2万股 | $6,663.9万 | 17.1万股 | +2.1万股+12.43% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.6% | $1.44亿 | 43.9万股 | $1.18亿 | 40.2万股 | +3.6万股+9.07% | 加仓 |
 百事可乐PEP |
| 0.52% | 0.74% | $1.41亿 | 104.3万股 | $1.47亿 | 94.9万股 | +9.3万股+9.84% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.44% | 0.6% | $1.20亿 | 95.0万股 | $1.19亿 | 85.4万股 | +9.6万股+11.29% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.44% | 0.72% | $1.20亿 | 71.3万股 | $1.42亿 | 67.6万股 | +3.7万股+5.47% | 加仓 |
| AAPPLOVINAPP |
| 0.43% | 0.42% | $1.17亿 | 22.8万股 | $8,224.0万 | 20.7万股 | +2.1万股+10.18% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.4% | 0.46% | $1.08亿 | 273.5万股 | $9,114.0万 | 197.3万股 | +76.1万股+38.59% | 加仓 |
 BOOKING COMBKNG |
| 0.4% | 0.47% | $1.08亿 | 60.4万股 | $9,246.3万 | 2.2万股 | +58.2万股+2,648.92% | 加仓 |
 直觉外科ISRG |
| 0.4% | 0.57% | $1.07亿 | 27.0万股 | $1.13亿 | 24.5万股 | +2.5万股+10.24% | 加仓 |
 阿斯麦ASML |
| 0.39% | 0.32% | $1.05亿 | 5.3万股 | $6,288.2万 | 4.8万股 | +5,188股+10.90% | 加仓 |
 强生JNJ |
| 0.37% | 0.44% | $9,957.8万 | 39.2万股 | $8,654.3万 | 35.4万股 | +3.8万股+10.75% | 加仓 |
 福泰制药VRTX |
| 0.35% | 0.39% | $9,602.1万 | 19.3万股 | $7,773.7万 | 17.4万股 | +1.9万股+11.04% | 加仓 |
 VisaV |
| 0.35% | 0.38% | $9,369.1万 | 27.3万股 | $7,484.5万 | 24.8万股 | +2.5万股+10.27% | 加仓 |
 埃克森美孚XOM |
| 0.34% | 0.53% | $9,320.1万 | 68.2万股 | $1.05亿 | 62.0万股 | +6.1万股+9.89% | 加仓 |
| IiShares安硕信托AGG |
| 0.33% | 0.41% | $8,989.2万 | 91.1万股 | $8,131.9万 | 82.2万股 | +8.9万股+10.89% | 加仓 |
