 英伟达NVDA |
| 7.5% | 7.7% | $2.42亿 | 121.0万股 | $2.14亿 | 123.0万股 | -1.9万股-1.57% | 减仓 |
 苹果AAPL |
| 6.12% | 6.07% | $1.98亿 | 68.3万股 | $1.69亿 | 66.6万股 | +1.7万股+2.55% | 加仓 |
 微软MSFT |
| 4.4% | 5.03% | $1.42亿 | 38.1万股 | $1.40亿 | 37.9万股 | +2,387股+0.63% | 加仓 |
 亚马逊AMZN |
| 3.98% | 3.87% | $1.29亿 | 54.0万股 | $1.08亿 | 51.8万股 | +2.2万股+4.16% | 加仓 |
 谷歌AGOOGL |
| 3.46% | 3.19% | $1.12亿 | 31.2万股 | $8,897.0万 | 30.9万股 | +2,980股+0.96% | 加仓 |
 博通AVGO |
| 3.12% | 2.87% | $1.01亿 | 26.7万股 | $7,999.8万 | 25.8万股 | +8,191股+3.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.97% | 2.85% | $9,575.7万 | 27.1万股 | $7,927.9万 | 27.6万股 | -5,356股-1.94% | 减仓 |
 礼来LLY |
| 1.95% | 1.67% | $6,305.8万 | 5.3万股 | $4,662.0万 | 5.1万股 | +1,886股+3.72% | 加仓 |
 Meta平台META |
| 1.7% | 1.83% | $5,485.1万 | 9.7万股 | $5,089.2万 | 8.9万股 | +8,426股+9.47% | 加仓 |
 VisaV |
| 1.6% | 1.65% | $5,149.1万 | 15.0万股 | $4,591.8万 | 15.2万股 | -1,846股-1.22% | 减仓 |
 特斯拉TSLA |
| 1.55% | 1.35% | $4,988.6万 | 11.9万股 | $3,759.2万 | 10.1万股 | +1.7万股+17.29% | 加仓 |
 美光科技MU |
| 1.49% | 0.49% | $4,793.7万 | 4.2万股 | $1,372.5万 | 4.1万股 | +902股+2.22% | 加仓 |
 万事达MA |
| 1.4% | 1.58% | $4,532.4万 | 8.8万股 | $4,412.5万 | 8.8万股 | -63股-0.07% | 减仓 |
 摩根大通JPM |
| 1.19% | 1.02% | $3,825.5万 | 11.7万股 | $2,832.1万 | 9.6万股 | +2.1万股+21.39% | 加仓 |
 AMD超威AMD |
| 1.11% | 0.43% | $3,568.2万 | 6.1万股 | $1,203.2万 | 5.9万股 | +2,277股+3.85% | 加仓 |
 沃尔玛WMT |
| 1.07% | 1.38% | $3,459.9万 | 30.5万股 | $3,842.3万 | 30.9万股 | -3,680股-1.19% | 减仓 |
 好市多COST |
| 1.02% | 1.35% | $3,289.5万 | 3.5万股 | $3,764.4万 | 3.8万股 | -2,615股-6.92% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.99% | 1.04% | $3,186.8万 | 17.6万股 | $2,886.8万 | 17.5万股 | +1,556股+0.89% | 加仓 |
 台积电TSM |
| 0.95% | 0.7% | $3,057.4万 | 6.4万股 | $1,958.6万 | 5.8万股 | +6,065股+10.47% | 加仓 |
 Arista网络ANET |
| 0.9% | 0.62% | $2,890.1万 | 17.0万股 | $1,729.5万 | 14.1万股 | +2.9万股+20.77% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.25% | $2,840.9万 | 20.8万股 | $3,483.6万 | 20.5万股 | +2,461股+1.20% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.85% | 0.78% | $2,757.9万 | 7.3万股 | $2,160.9万 | 7.8万股 | -4,288股-5.51% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.79% | 0.83% | $2,538.5万 | 5.1万股 | $2,313.3万 | 4.8万股 | +2,456股+5.09% | 加仓 |
 AMETEK COMAME |
| 0.77% | 0.65% | $2,479.7万 | 10.2万股 | $1,802.4万 | 8.4万股 | +1.8万股+21.89% | 加仓 |
 NETFLIXNFLX |
| 0.73% | 1.13% | $2,371.9万 | 33.2万股 | $3,143.1万 | 32.7万股 | +5,309股+1.62% | 加仓 |
 英特尔INTC |
| 0.73% | 0.26% | $2,355.1万 | 16.9万股 | $733.7万 | 16.6万股 | +2,418股+1.45% | 加仓 |
 联合健康UNH |
| 0.71% | 0.52% | $2,282.9万 | 5.5万股 | $1,457.0万 | 5.4万股 | +1,081股+2.01% | 加仓 |
 强生JNJ |
| 0.69% | 0.74% | $2,232.4万 | 8.8万股 | $2,070.0万 | 8.5万股 | +3,217股+3.80% | 加仓 |
 应用材料AMAT |
| 0.66% | 0.35% | $2,121.1万 | 2.9万股 | $986.9万 | 2.9万股 | +465股+1.61% | 加仓 |
 泛林集团LRCX |
| 0.62% | 0.35% | $2,014.2万 | 4.6万股 | $977.3万 | 4.6万股 | +742股+1.62% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.43% | $1,841.2万 | 1.7万股 | $1,202.9万 | 1.7万股 | +311股+1.83% | 加仓 |
 思科CSCO |
| 0.53% | 0.4% | $1,717.4万 | 14.6万股 | $1,116.5万 | 14.4万股 | +2,309股+1.60% | 加仓 |
 TJXTJX |
| 0.53% | 0.99% | $1,712.3万 | 11.3万股 | $2,766.4万 | 17.3万股 | -6.0万股-34.75% | 减仓 |
 默沙东MRK |
| 0.53% | 0.6% | $1,703.6万 | 13.3万股 | $1,678.7万 | 14.0万股 | -6,975股-5.00% | 减仓 |
 艾伯维ABBV |
| 0.51% | 0.49% | $1,655.8万 | 6.6万股 | $1,362.5万 | 6.3万股 | +3,154股+5.03% | 加仓 |
 穆迪MCO |
| 0.49% | 0.5% | $1,594.3万 | 3.5万股 | $1,391.9万 | 3.2万股 | +3,293股+10.32% | 加仓 |
 科磊KLAC |
| 0.49% | 0.28% | $1,582.2万 | 5.2万股 | $777.1万 | 5,278股 | +4.7万股+893.56% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.46% | — | $1,494.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 雪佛龙CVX |
| 0.46% | 0.66% | $1,487.5万 | 9.0万股 | $1,834.1万 | 8.9万股 | +1,090股+1.23% | 加仓 |
 GE航空GE |
| 0.45% | 0.39% | $1,460.5万 | 3.9万股 | $1,085.2万 | 3.8万股 | +839股+2.19% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.44% | 0.89% | $1,405.2万 | 15.3万股 | $2,478.7万 | 26.9万股 | -11.6万股-43.17% | 减仓 |
| BBANK OF AMERBAC |
| 0.43% | 0.43% | $1,394.9万 | 24.5万股 | $1,185.9万 | 24.3万股 | +1,545股+0.64% | 加仓 |
 明晟MSCI |
| 0.42% | 0.49% | $1,340.6万 | 2.4万股 | $1,376.5万 | 2.6万股 | -1,600股-6.27% | 减仓 |
 华纳兄弟探索WBD |
| 0.4% | 0.43% | $1,291.9万 | 48.5万股 | $1,200.0万 | 43.7万股 | +4.8万股+10.89% | 加仓 |
 家得宝HD |
| 0.4% | 0.41% | $1,276.8万 | 3.6万股 | $1,136.8万 | 3.5万股 | +1,638股+4.74% | 加仓 |
 宝洁PG |
| 0.38% | 0.42% | $1,233.1万 | 8.4万股 | $1,179.7万 | 8.2万股 | +2,417股+2.96% | 加仓 |
 GE VernovaGEV |
| 0.37% | 0.31% | $1,206.9万 | 1.0万股 | $871.3万 | 9,982股 | +291股+2.92% | 加仓 |
 艺电EA |
| 0.37% | 0.29% | $1,189.4万 | 5.8万股 | $799.3万 | 3.9万股 | +1.9万股+47.97% | 加仓 |
 可口可乐KO |
| 0.36% | 0.39% | $1,173.7万 | 14.4万股 | $1,082.8万 | 14.2万股 | +2,043股+1.43% | 加仓 |
 高盛GS |
| 0.35% | 0.33% | $1,124.1万 | 1.1万股 | $927.1万 | 1.1万股 | +156股+1.42% | 加仓 |
