 英伟达NVDA |
| 5.99% | 5.98% | $2,020.48亿 | 10.10亿股 | $1,733.43亿 | 9.94亿股 | +1,589.8万股+1.60% | 加仓 |
 苹果AAPL |
| 5.28% | 5.28% | $1,779.94亿 | 6.15亿股 | $1,528.68亿 | 6.02亿股 | +1,278.9万股+2.12% | 加仓 |
 微软MSFT |
| 3.49% | 3.92% | $1,177.45亿 | 3.16亿股 | $1,135.34亿 | 3.07亿股 | +894.5万股+2.92% | 加仓 |
 亚马逊AMZN |
| 2.81% | 2.81% | $946.66亿 | 3.97亿股 | $813.19亿 | 3.90亿股 | +673.7万股+1.73% | 加仓 |
 谷歌AGOOGL |
| 2.53% | 2.25% | $854.03亿 | 2.39亿股 | $650.63亿 | 2.26亿股 | +1,271.8万股+5.62% | 加仓 |
 博通AVGO |
| 2.21% | 2.05% | $743.79亿 | 1.97亿股 | $592.34亿 | 1.91亿股 | +552.0万股+2.88% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 1.84% | $674.59亿 | 1.91亿股 | $532.74亿 | 1.86亿股 | +520.9万股+2.80% | 加仓 |
 美光科技MU |
| 1.71% | 0.61% | $578.02亿 | 5,007.6万股 | $176.56亿 | 5,223.9万股 | -216.4万股-4.14% | 减仓 |
 Meta平台META |
| 1.54% | 1.75% | $518.42亿 | 9,203.4万股 | $506.47亿 | 8,852.4万股 | +351.0万股+3.97% | 加仓 |
 特斯拉TSLA |
| 1.47% | 1.47% | $494.02亿 | 1.17亿股 | $426.38亿 | 1.15亿股 | +276.1万股+2.41% | 加仓 |
 礼来LLY |
| 1.29% | 1.13% | $434.38亿 | 3,621.6万股 | $327.53亿 | 3,561.0万股 | +60.6万股+1.70% | 加仓 |
 AMD超威AMD |
| 1.28% | 0.53% | $431.97亿 | 7,436.2万股 | $152.11亿 | 7,477.1万股 | -41.0万股-0.55% | 减仓 |
 摩根大通JPM |
| 1.22% | 1.26% | $409.85亿 | 1.25亿股 | $365.57亿 | 1.24亿股 | +93.3万股+0.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 1.23% | $379.03亿 | 7,574.8万股 | $355.08亿 | 7,409.9万股 | +164.9万股+2.23% | 加仓 |
 卡特彼勒CAT |
| 1.09% | 0.85% | $366.24亿 | 3,439.2万股 | $247.12亿 | 3,488.1万股 | -48.8万股-1.40% | 减仓 |
 强生JNJ |
| 1.01% | 1.13% | $339.75亿 | 1.34亿股 | $326.27亿 | 1.33亿股 | +30.0万股+0.22% | 加仓 |
 英特尔INTC |
| 0.9% | 0.33% | $302.79亿 | 2.17亿股 | $94.58亿 | 2.14亿股 | +252.9万股+1.18% | 加仓 |
 VisaV |
| 0.84% | 0.86% | $284.33亿 | 8,287.2万股 | $248.76亿 | 8,230.6万股 | +56.6万股+0.69% | 加仓 |
 埃克森美孚XOM |
| 0.84% | 1.25% | $282.75亿 | 2.07亿股 | $362.91亿 | 2.14亿股 | -709.3万股-3.32% | 减仓 |
 应用材料AMAT |
| 0.82% | 0.44% | $276.48亿 | 3,824.0万股 | $128.20亿 | 3,750.7万股 | +73.3万股+1.95% | 加仓 |
 泛林集团LRCX |
| 0.78% | 0.44% | $263.20亿 | 6,070.4万股 | $126.55亿 | 5,915.8万股 | +154.6万股+2.61% | 加仓 |
 雪佛龙CVX |
| 0.73% | 1.09% | $246.07亿 | 1.48亿股 | $316.84亿 | 1.53亿股 | -469.0万股-3.06% | 减仓 |
 思科CSCO |
| 0.69% | 0.52% | $231.58亿 | 1.97亿股 | $150.21亿 | 1.94亿股 | +355.9万股+1.84% | 加仓 |
 沃尔玛WMT |
| 0.63% | 0.8% | $212.97亿 | 1.88亿股 | $231.53亿 | 1.86亿股 | +210.8万股+1.13% | 加仓 |
 摩根士丹利MS |
| 0.62% | 0.58% | $208.12亿 | 9,956.1万股 | $166.78亿 | 1.01亿股 | -177.9万股-1.76% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.61% | $207.85亿 | 8,259.7万股 | $176.64亿 | 8,121.8万股 | +137.9万股+1.70% | 加仓 |
 高盛GS |
| 0.56% | 0.56% | $190.45亿 | 1,883.0万股 | $162.90亿 | 1,925.5万股 | -42.5万股-2.21% | 减仓 |
 万事达MA |
| 0.56% | 0.63% | $189.85亿 | 3,696.4万股 | $182.27亿 | 3,647.8万股 | +48.6万股+1.33% | 加仓 |
 科磊KLAC |
| 0.56% | 0.31% | $189.75亿 | 6,289.3万股 | $90.60亿 | 615.4万股 | +5,673.9万股+922.07% | 加仓 |
 联合健康UNH |
| 0.56% | 0.42% | $189.67亿 | 4,563.3万股 | $122.66亿 | 4,533.2万股 | +30.1万股+0.66% | 加仓 |
 雷神技术RTX |
| 0.54% | 0.62% | $181.04亿 | 9,541.7万股 | $178.60亿 | 9,258.9万股 | +282.8万股+3.05% | 加仓 |
 GE航空GE |
| 0.52% | 0.44% | $173.78亿 | 4,649.8万股 | $128.86亿 | 4,533.7万股 | +116.1万股+2.56% | 加仓 |
 好市多COST |
| 0.51% | 0.62% | $171.99亿 | 1,838.5万股 | $180.87亿 | 1,815.2万股 | +23.3万股+1.28% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.5% | $170.82亿 | 3.00亿股 | $143.77亿 | 2.95亿股 | +487.3万股+1.65% | 加仓 |
 洛克希德马丁LMT |
| 0.5% | 0.68% | $168.00亿 | 3,297.5万股 | $196.76亿 | 3,255.6万股 | +42.0万股+1.29% | 加仓 |
 家得宝HD |
| 0.49% | 0.53% | $166.38亿 | 4,717.5万股 | $153.51亿 | 4,667.6万股 | +49.9万股+1.07% | 加仓 |
| IIBMIBM |
| 0.47% | 0.46% | $157.60亿 | 5,604.5万股 | $132.33亿 | 5,459.4万股 | +145.1万股+2.66% | 加仓 |
 默沙东MRK |
| 0.46% | 0.5% | $155.74亿 | 1.20亿股 | $144.53亿 | 1.19亿股 | +108.8万股+0.91% | 加仓 |
 宝洁PG |
| 0.44% | 0.5% | $149.89亿 | 1.02亿股 | $146.25亿 | 1.01亿股 | +96.5万股+0.95% | 加仓 |
 GE VernovaGEV |
| 0.41% | 0.34% | $138.28亿 | 1,176.5万股 | $99.52亿 | 1,139.4万股 | +37.1万股+3.25% | 加仓 |
 可口可乐KO |
| 0.41% | 0.44% | $136.92亿 | 1.67亿股 | $128.05亿 | 1.67亿股 | +17.7万股+0.11% | 加仓 |
| SSANDISK COMSNDK |
| 0.4% | 0.12% | $134.77亿 | 592.7万股 | $35.41亿 | 557.4万股 | +35.4万股+6.34% | 加仓 |
 德州仪器TXN |
| 0.39% | 0.29% | $132.50亿 | 4,445.3万股 | $83.63亿 | 4,307.8万股 | +137.6万股+3.19% | 加仓 |
 NETFLIXNFLX |
| 0.38% | 0.57% | $128.61亿 | 1.80亿股 | $165.05亿 | 1.72亿股 | +847.5万股+4.94% | 加仓 |
 PALO ALTOPANW |
| 0.37% | 0.2% | $126.11亿 | 3,697.9万股 | $56.89亿 | 3,548.6万股 | +149.3万股+4.21% | 加仓 |
 迈威尔MRVL |
| 0.37% | 0.08% | $124.62亿 | 4,183.4万股 | $23.12亿 | 2,333.8万股 | +1,849.6万股+79.25% | 加仓 |
 帕兰提尔PLTR |
| 0.36% | 0.51% | $121.91亿 | 1.04亿股 | $148.66亿 | 1.02亿股 | +286.4万股+2.82% | 加仓 |
 甲骨文ORCL |
| 0.34% | 0.39% | $115.25亿 | 7,864.5万股 | $112.25亿 | 7,630.3万股 | +234.2万股+3.07% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.33% | 0.37% | $112.38亿 | 1.36亿股 | $107.87亿 | 1.35亿股 | +49.4万股+0.36% | 加仓 |
 AMGEN COMAMGN |
| 0.33% | 0.37% | $110.67亿 | 3,056.1万股 | $107.48亿 | 3,054.8万股 | +1.2万股+0.04% | 加仓 |
