 苹果AAPL |
| 7.75% | 7.98% | $17.90亿 | 618.6万股 | $15.31亿 | 603.4万股 | +15.2万股+2.52% | 加仓 |
 英伟达NVDA |
| 6.34% | 9.52% | $14.65亿 | 732.1万股 | $18.26亿 | 1,046.9万股 | -314.8万股-30.07% | 减仓 |
 谷歌AGOOGL |
| 5.2% | 4.4% | $12.02亿 | 336.3万股 | $8.43亿 | 293.3万股 | +43.0万股+14.65% | 加仓 |
 微软MSFT |
| 3.65% | 3.31% | $8.43亿 | 226.1万股 | $6.36亿 | 171.7万股 | +54.4万股+31.71% | 加仓 |
 博通AVGO |
| 2.74% | 3.87% | $6.33亿 | 167.5万股 | $7.42亿 | 239.8万股 | -72.3万股-30.16% | 减仓 |
 美光科技MU |
| 2.6% | 0.76% | $5.99亿 | 51.9万股 | $1.47亿 | 43.4万股 | +8.5万股+19.69% | 加仓 |
 礼来LLY |
| 2.44% | 1.33% | $5.63亿 | 47.0万股 | $2.55亿 | 27.7万股 | +19.3万股+69.66% | 加仓 |
 亚马逊AMZN |
| 2.11% | 1.47% | $4.86亿 | 204.0万股 | $2.82亿 | 135.3万股 | +68.7万股+50.79% | 加仓 |
| SSANDISK COMSNDK |
| 2.08% | 0.52% | $4.80亿 | 21.1万股 | $9,960.0万 | 15.7万股 | +5.4万股+34.53% | 加仓 |
 特斯拉TSLA |
| 2.02% | 1.63% | $4.67亿 | 111.0万股 | $3.12亿 | 83.9万股 | +27.2万股+32.38% | 加仓 |
 TRAVELERS COSTRV |
| 1.85% | 1.42% | $4.27亿 | 129.5万股 | $2.73亿 | 93.6万股 | +35.9万股+38.30% | 加仓 |
 Meta平台META |
| 1.76% | 2.45% | $4.07亿 | 72.3万股 | $4.70亿 | 82.2万股 | -9.9万股-12.09% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.43% | 1.32% | $3.30亿 | 343.6万股 | $2.54亿 | 350.4万股 | -6.8万股-1.94% | 减仓 |
 英特尔INTC |
| 1.39% | — | $3.20亿 | 229.2万股 | $0 | 0股 | +229.2万股 | 新买入 |
 好事达ALL |
| 1.38% | 1.43% | $3.19亿 | 134.0万股 | $2.75亿 | 132.7万股 | +1.3万股+1.01% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.32% | 1.32% | $3.04亿 | 113.2万股 | $2.54亿 | 110.3万股 | +2.9万股+2.67% | 加仓 |
 好市多COST |
| 1.27% | 1.47% | $2.92亿 | 31.2万股 | $2.82亿 | 28.3万股 | +2.9万股+10.31% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.18% | 1.3% | $2.73亿 | 51.9万股 | $2.49亿 | 44.3万股 | +7.6万股+17.12% | 加仓 |
 ADOBE COMADBE |
| 1.11% | 0.93% | $2.57亿 | 125.2万股 | $1.78亿 | 73.1万股 | +52.1万股+71.18% | 加仓 |
 泛林集团LRCX |
| 1.04% | 0.78% | $2.41亿 | 55.6万股 | $1.50亿 | 70.4万股 | -14.8万股-21.08% | 减仓 |
 AERCAP SHSAER |
| 0.97% | 1.04% | $2.23亿 | 153.3万股 | $1.99亿 | 144.9万股 | +8.3万股+5.76% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.95% | 1.44% | $2.20亿 | 166.2万股 | $2.77亿 | 204.5万股 | -38.3万股-18.73% | 减仓 |
 AMD超威AMD |
| 0.93% | 0.55% | $2.14亿 | 36.8万股 | $1.05亿 | 51.6万股 | -14.8万股-28.62% | 减仓 |
 马拉松石油MPC |
| 0.88% | 0.62% | $2.04亿 | 79.7万股 | $1.20亿 | 49.0万股 | +30.8万股+62.85% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.88% | 0.03% | $2.04亿 | 78.2万股 | $511.2万 | 2.1万股 | +76.2万股+3,681.77% | 加仓 |
 卡特彼勒CAT |
| 0.87% | 0.1% | $2.02亿 | 19.0万股 | $2,000.8万 | 2.8万股 | +16.1万股+571.40% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 0.87% | 0.62% | $2.00亿 | 262.8万股 | $1.20亿 | 117.3万股 | +145.5万股+123.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.67% | $1.99亿 | 56.3万股 | $1.28亿 | 44.7万股 | +11.6万股+25.85% | 加仓 |
 高盛GS |
| 0.84% | 0.17% | $1.93亿 | 19.1万股 | $3,235.6万 | 3.8万股 | +15.3万股+399.40% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.83% | 1.03% | $1.91亿 | 251.3万股 | $1.97亿 | 289.3万股 | -38.0万股-13.14% | 减仓 |
 宏利金融MFC |
| 0.79% | 0.67% | $1.83亿 | 451.4万股 | $1.29亿 | 375.4万股 | +76.0万股+20.23% | 加仓 |
 台积电TSM |
| 0.79% | 0.76% | $1.82亿 | 38.1万股 | $1.46亿 | 43.2万股 | -5.1万股-11.83% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.74% | 0.34% | $1.71亿 | 8.6万股 | $6,549.0万 | 4.7万股 | +3.9万股+81.46% | 加仓 |
 金罗斯黄金KGC |
| 0.72% | 1.22% | $1.66亿 | 702.3万股 | $2.33亿 | 762.5万股 | -60.2万股-7.90% | 减仓 |
 摩根士丹利MS |
| 0.71% | 0.65% | $1.64亿 | 78.6万股 | $1.25亿 | 76.0万股 | +2.6万股+3.41% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.7% | 1.04% | $1.61亿 | 127.1万股 | $2.00亿 | 143.6万股 | -16.5万股-11.47% | 减仓 |
 HCA医疗HCA |
| 0.69% | 0.56% | $1.60亿 | 40.9万股 | $1.07亿 | 22.6万股 | +18.3万股+81.21% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.68% | — | $1.57亿 | 36.3万股 | $0 | 0股 | +36.3万股 | 新买入 |
 通用汽车GM |
| 0.65% | 0.68% | $1.49亿 | 193.4万股 | $1.31亿 | 175.6万股 | +17.8万股+10.12% | 加仓 |
 渤健BIIB |
| 0.63% | 0.59% | $1.45亿 | 67.3万股 | $1.13亿 | 61.6万股 | +5.7万股+9.17% | 加仓 |
 高露洁CL |
| 0.61% | 0.66% | $1.40亿 | 153.2万股 | $1.27亿 | 149.4万股 | +3.7万股+2.49% | 加仓 |
 百时美施贵宝BMY |
| 0.61% | 0.67% | $1.40亿 | 243.3万股 | $1.29亿 | 212.5万股 | +30.8万股+14.49% | 加仓 |
 直觉外科ISRG |
| 0.6% | 0.51% | $1.38亿 | 34.7万股 | $9,872.7万 | 21.4万股 | +13.3万股+62.14% | 加仓 |
 因赛特INCY |
| 0.59% | 0.56% | $1.36亿 | 119.6万股 | $1.07亿 | 113.7万股 | +5.9万股+5.22% | 加仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.58% | 0.38% | $1.33亿 | 116.0万股 | $7,194.8万 | 75.9万股 | +40.1万股+52.78% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.57% | — | $1.32亿 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
 西屋制动WAB |
| 0.57% | 0.64% | $1.32亿 | 48.8万股 | $1.24亿 | 49.5万股 | -7,059股-1.43% | 减仓 |
 EMCOREME |
| 0.57% | 0.88% | $1.31亿 | 15.8万股 | $1.68亿 | 22.8万股 | -7.0万股-30.57% | 减仓 |
 FICOFICO |
| 0.55% | 0.52% | $1.26亿 | 10.5万股 | $1.00亿 | 9.4万股 | +1.2万股+12.34% | 加仓 |
 METLIFE COMMET |
| 0.53% | 0.59% | $1.23亿 | 145.5万股 | $1.14亿 | 160.8万股 | -15.2万股-9.47% | 减仓 |
