 英伟达NVDA |
| 7.26% | 8.16% | $16.26亿 | 812.9万股 | $15.61亿 | 895.0万股 | -82.1万股-9.18% | 减仓 |
 苹果AAPL |
| 6.12% | 6.4% | $13.72亿 | 474.1万股 | $12.24亿 | 482.2万股 | -8.1万股-1.68% | 减仓 |
 微软MSFT |
| 4.41% | 5.22% | $9.88亿 | 265.0万股 | $9.98亿 | 269.7万股 | -4.7万股-1.76% | 减仓 |
 亚马逊AMZN |
| 3.89% | 4.03% | $8.70亿 | 365.2万股 | $7.71亿 | 370.0万股 | -4.8万股-1.30% | 减仓 |
 谷歌AGOOGL |
| 3.51% | 3.89% | $7.87亿 | 220.3万股 | $7.44亿 | 258.7万股 | -38.4万股-14.83% | 减仓 |
 博通AVGO |
| 2.89% | 2.82% | $6.46亿 | 171.1万股 | $5.39亿 | 174.1万股 | -3.0万股-1.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.19% | 2.31% | $4.90亿 | 138.8万股 | $4.42亿 | 154.1万股 | -15.3万股-9.95% | 减仓 |
 阿斯利康AZN |
| 2.11% | 2.48% | $4.74亿 | 252.3万股 | $4.74亿 | 243.9万股 | +8.5万股+3.48% | 加仓 |
 礼来LLY |
| 1.86% | 1.52% | $4.17亿 | 34.8万股 | $2.90亿 | 31.6万股 | +3.2万股+10.21% | 加仓 |
 摩根大通JPM |
| 1.71% | 1.43% | $3.82亿 | 116.8万股 | $2.73亿 | 92.7万股 | +24.1万股+25.98% | 加仓 |
 Meta平台META |
| 1.66% | 2.05% | $3.71亿 | 65.9万股 | $3.93亿 | 68.6万股 | -2.7万股-3.94% | 减仓 |
 特斯拉TSLA |
| 1.59% | 1.73% | $3.55亿 | 84.5万股 | $3.31亿 | 89.1万股 | -4.6万股-5.17% | 减仓 |
 AMD超威AMD |
| 1.43% | 0.57% | $3.20亿 | 55.0万股 | $1.10亿 | 54.0万股 | +1.1万股+1.96% | 加仓 |
 美光科技MU |
| 1.33% | 0.01% | $2.99亿 | 25.9万股 | $177.4万 | 5,251股 | +25.4万股+4,834.20% | 加仓 |
 VisaV |
| 1.22% | 1.19% | $2.74亿 | 79.8万股 | $2.27亿 | 75.2万股 | +4.5万股+6.05% | 加仓 |
 强生JNJ |
| 0.97% | 1.01% | $2.17亿 | 85.3万股 | $1.93亿 | 79.1万股 | +6.2万股+7.78% | 加仓 |
| BBANK OF AMERBAC |
| 0.87% | 1.05% | $1.96亿 | 343.5万股 | $2.01亿 | 411.9万股 | -68.4万股-16.61% | 减仓 |
 英特尔INTC |
| 0.86% | 0.35% | $1.92亿 | 137.4万股 | $6,711.3万 | 152.1万股 | -14.6万股-9.63% | 减仓 |
 应用材料AMAT |
| 0.8% | 0.47% | $1.79亿 | 24.8万股 | $9,052.5万 | 26.5万股 | -1.7万股-6.31% | 减仓 |
 泛林集团LRCX |
| 0.78% | 0.47% | $1.74亿 | 40.2万股 | $9,048.4万 | 42.3万股 | -2.2万股-5.18% | 减仓 |
 思科CSCO |
| 0.71% | 0.53% | $1.58亿 | 134.6万股 | $1.01亿 | 130.3万股 | +4.3万股+3.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | — | $1.57亿 | 31.3万股 | $0 | 0股 | +31.3万股 | 新买入 |
 林德LIN |
| 0.67% | 0.44% | $1.51亿 | 29.1万股 | $8,492.3万 | 17.1万股 | +12.0万股+69.83% | 加仓 |
 PALO ALTOPANW |
| 0.67% | 0.43% | $1.50亿 | 43.9万股 | $8,137.0万 | 50.8万股 | -6.8万股-13.44% | 减仓 |
 卡特彼勒CAT |
| 0.66% | 0.55% | $1.49亿 | 14.0万股 | $1.05亿 | 14.8万股 | -8,126股-5.49% | 减仓 |
 沃尔玛WMT |
| 0.66% | 0.9% | $1.49亿 | 131.4万股 | $1.72亿 | 138.3万股 | -6.9万股-4.99% | 减仓 |
 艾伯维ABBV |
| 0.66% | 0.64% | $1.47亿 | 58.4万股 | $1.23亿 | 56.6万股 | +1.8万股+3.11% | 加仓 |
 安费诺APH |
| 0.65% | 0.03% | $1.45亿 | 82.3万股 | $514.8万 | 4.1万股 | +78.3万股+1,920.70% | 加仓 |
 GE航空GE |
| 0.64% | 0.51% | $1.43亿 | 38.3万股 | $9,768.5万 | 34.4万股 | +3.8万股+11.17% | 加仓 |
 百事可乐PEP |
| 0.61% | 0.42% | $1.36亿 | 100.5万股 | $7,990.4万 | 51.5万股 | +49.1万股+95.35% | 加仓 |
 摩根士丹利MS |
| 0.6% | 0.37% | $1.35亿 | 64.4万股 | $7,013.7万 | 42.6万股 | +21.8万股+51.12% | 加仓 |
 万事达MA |
| 0.57% | 0.71% | $1.28亿 | 25.0万股 | $1.36亿 | 27.3万股 | -2.3万股-8.39% | 减仓 |
 联合健康UNH |
| 0.54% | 0.41% | $1.22亿 | 29.3万股 | $7,822.9万 | 28.9万股 | +4,277股+1.48% | 加仓 |
 科磊KLAC |
| 0.54% | 0.32% | $1.21亿 | 40.0万股 | $6,209.6万 | 4.2万股 | +35.8万股+848.81% | 加仓 |
 家得宝HD |
| 0.48% | 0.55% | $1.07亿 | 30.3万股 | $1.05亿 | 31.9万股 | -1.6万股-5.01% | 减仓 |
 默沙东MRK |
| 0.48% | 0.51% | $1.07亿 | 83.1万股 | $9,681.2万 | 80.5万股 | +2.6万股+3.19% | 加仓 |
 宝洁PG |
| 0.46% | 0.57% | $1.04亿 | 71.0万股 | $1.09亿 | 75.3万股 | -4.3万股-5.72% | 减仓 |
 Arista网络ANET |
| 0.46% | 0.34% | $1.04亿 | 61.2万股 | $6,432.9万 | 52.4万股 | +8.8万股+16.72% | 加仓 |
 NETFLIXNFLX |
| 0.46% | 0.93% | $1.03亿 | 143.9万股 | $1.77亿 | 184.3万股 | -40.4万股-21.92% | 减仓 |
 WASTE MGMT DELWM |
| 0.46% | 0.2% | $1.02亿 | 45.9万股 | $3,918.4万 | 17.1万股 | +28.9万股+169.30% | 加仓 |
 好市多COST |
| 0.45% | 0.35% | $1.01亿 | 10.8万股 | $6,685.7万 | 6.7万股 | +4.1万股+60.87% | 加仓 |
 伊顿ETN |
| 0.45% | 0.28% | $9,979.3万 | 23.4万股 | $5,371.9万 | 15.0万股 | +8.4万股+55.93% | 加仓 |
 可口可乐KO |
| 0.42% | 0.52% | $9,470.9万 | 116.5万股 | $9,879.8万 | 129.9万股 | -13.4万股-10.30% | 减仓 |
 高盛GS |
| 0.41% | 0.43% | $9,125.0万 | 9.0万股 | $8,290.3万 | 9.8万股 | -7,772股-7.93% | 减仓 |
 标普全球SPGI |
| 0.39% | 0.26% | $8,642.3万 | 21.2万股 | $4,891.0万 | 11.5万股 | +9.7万股+84.54% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.38% | 0.43% | $8,423.3万 | 101.9万股 | $8,189.9万 | 102.9万股 | -9,487股-0.92% | 减仓 |
| IIBMIBM |
| 0.36% | 0.38% | $8,023.9万 | 28.5万股 | $7,253.5万 | 29.9万股 | -1.4万股-4.65% | 减仓 |
 GE VernovaGEV |
| 0.36% | 0.01% | $7,962.0万 | 6.8万股 | $137.0万 | 1,569股 | +6.6万股+4,219.31% | 加仓 |
 迈威尔MRVL |
| 0.35% | 0.14% | $7,822.0万 | 26.3万股 | $2,728.1万 | 27.5万股 | -1.3万股-4.66% | 减仓 |
 甲骨文ORCL |
| 0.35% | 0.42% | $7,745.7万 | 52.9万股 | $8,019.4万 | 54.5万股 | -1.7万股-3.04% | 减仓 |
