 英伟达NVDA |
| 6.27% | 6.47% | $13.13亿 | 656.0万股 | $11.88亿 | 681.0万股 | -25.0万股-3.67% | 减仓 |
 苹果AAPL |
| 5.73% | 5.66% | $12.00亿 | 414.7万股 | $10.38亿 | 409.1万股 | +5.7万股+1.38% | 加仓 |
 微软MSFT |
| 3.78% | 4.18% | $7.92亿 | 212.4万股 | $7.67亿 | 207.1万股 | +5.3万股+2.54% | 加仓 |
 亚马逊AMZN |
| 2.86% | 2.8% | $5.99亿 | 251.4万股 | $5.13亿 | 246.3万股 | +5.1万股+2.07% | 加仓 |
 谷歌AGOOGL |
| 2.8% | 2.59% | $5.85亿 | 163.7万股 | $4.74亿 | 164.9万股 | -1.2万股-0.70% | 减仓 |
 博通AVGO |
| 2.49% | 1.93% | $5.21亿 | 138.0万股 | $3.53亿 | 114.1万股 | +23.9万股+20.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.24% | 2.24% | $4.68亿 | 132.4万股 | $4.10亿 | 143.0万股 | -10.6万股-7.39% | 减仓 |
 Meta平台META |
| 1.88% | 2.17% | $3.94亿 | 69.9万股 | $3.98亿 | 69.6万股 | +3,200股+0.46% | 加仓 |
 美光科技MU |
| 1.68% | 0.54% | $3.52亿 | 30.5万股 | $9,827.3万 | 29.1万股 | +1.4万股+4.88% | 加仓 |
| IiShares安硕IEMG |
| 1.65% | 2.61% | $3.45亿 | 416.5万股 | $4.79亿 | 687.3万股 | -270.8万股-39.40% | 减仓 |
 礼来LLY |
| 1.57% | 1.73% | $3.29亿 | 27.4万股 | $3.17亿 | 34.5万股 | -7.0万股-20.35% | 减仓 |
 强生JNJ |
| 1.52% | 1.62% | $3.19亿 | 125.7万股 | $2.97亿 | 121.6万股 | +4.1万股+3.35% | 加仓 |
 VisaV |
| 1.37% | 1.43% | $2.86亿 | 83.4万股 | $2.62亿 | 86.6万股 | -3.3万股-3.79% | 减仓 |
 应用材料AMAT |
| 1.3% | 0.62% | $2.72亿 | 37.7万股 | $1.14亿 | 33.3万股 | +4.4万股+13.17% | 加仓 |
 AMD超威AMD |
| 1.22% | 0.46% | $2.55亿 | 43.9万股 | $8,384.0万 | 41.2万股 | +2.7万股+6.43% | 加仓 |
 泛林集团LRCX |
| 1.18% | 0.68% | $2.46亿 | 56.8万股 | $1.25亿 | 58.3万股 | -1.5万股-2.57% | 减仓 |
 思科CSCO |
| 1.12% | 0.93% | $2.35亿 | 200.3万股 | $1.70亿 | 218.9万股 | -18.6万股-8.49% | 减仓 |
 摩根大通JPM |
| 1.08% | 1.11% | $2.25亿 | 68.8万股 | $2.04亿 | 69.2万股 | -4,480股-0.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 1.08% | $2.06亿 | 41.3万股 | $1.99亿 | 41.5万股 | -2,505股-0.60% | 减仓 |
 沃尔玛WMT |
| 0.95% | 1.19% | $1.98亿 | 174.6万股 | $2.19亿 | 176.3万股 | -1.6万股-0.93% | 减仓 |
 卡特彼勒CAT |
| 0.89% | 0.72% | $1.86亿 | 17.5万股 | $1.33亿 | 18.8万股 | -1.2万股-6.65% | 减仓 |
 万事达MA |
| 0.86% | 1% | $1.80亿 | 35.0万股 | $1.84亿 | 36.9万股 | -1.9万股-5.17% | 减仓 |
 宝洁PG |
| 0.82% | 0.93% | $1.71亿 | 116.8万股 | $1.71亿 | 118.5万股 | -1.7万股-1.46% | 减仓 |
 科磊KLAC |
| 0.8% | 0.45% | $1.67亿 | 55.4万股 | $8,304.7万 | 5.6万股 | +49.8万股+882.75% | 加仓 |
 好市多COST |
| 0.79% | 0.99% | $1.66亿 | 17.7万股 | $1.82亿 | 18.3万股 | -5,560股-3.05% | 减仓 |
 可口可乐KO |
| 0.77% | 0.85% | $1.62亿 | 199.3万股 | $1.57亿 | 205.9万股 | -6.5万股-3.18% | 减仓 |
 默沙东MRK |
| 0.77% | 0.78% | $1.61亿 | 125.2万股 | $1.42亿 | 118.2万股 | +7.0万股+5.94% | 加仓 |
 英特尔INTC |
| 0.74% | 0.27% | $1.55亿 | 111.2万股 | $5,000.1万 | 113.3万股 | -2.1万股-1.89% | 减仓 |
 特斯拉TSLA |
| 0.68% | 0.54% | $1.42亿 | 33.8万股 | $9,868.8万 | 26.5万股 | +7.2万股+27.19% | 加仓 |
 艾伯维ABBV |
| 0.65% | 0.63% | $1.37亿 | 54.3万股 | $1.16亿 | 53.3万股 | +1.0万股+1.93% | 加仓 |
 GE航空GE |
| 0.65% | 0.4% | $1.36亿 | 36.4万股 | $7,411.1万 | 26.1万股 | +10.3万股+39.45% | 加仓 |
 NETFLIXNFLX |
| 0.64% | 0.97% | $1.35亿 | 188.6万股 | $1.77亿 | 184.3万股 | +4.3万股+2.33% | 加仓 |
 安费诺APH |
| 0.57% | 0.46% | $1.18亿 | 67.2万股 | $8,390.1万 | 66.4万股 | +7,500股+1.13% | 加仓 |
 百事可乐PEP |
| 0.55% | 0.65% | $1.15亿 | 84.7万股 | $1.20亿 | 77.2万股 | +7.5万股+9.73% | 加仓 |
 联合健康UNH |
| 0.51% | 0.55% | $1.07亿 | 25.8万股 | $1.01亿 | 37.5万股 | -11.7万股-31.16% | 减仓 |
 德州仪器TXN |
| 0.5% | 0.38% | $1.05亿 | 35.4万股 | $6,880.9万 | 35.4万股 | -700股-0.20% | 减仓 |
 林德LIN |
| 0.5% | 0.53% | $1.05亿 | 20.2万股 | $9,721.2万 | 19.6万股 | +5,520股+2.82% | 加仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.47% | $9,860.6万 | 173.1万股 | $8,585.5万 | 176.1万股 | -3.1万股-1.74% | 减仓 |
| IIBMIBM |
| 0.46% | 0.43% | $9,626.4万 | 34.2万股 | $7,932.0万 | 32.7万股 | +1.5万股+4.61% | 加仓 |
 TJXTJX |
| 0.45% | 0.51% | $9,361.5万 | 61.8万股 | $9,444.9万 | 59.1万股 | +2.7万股+4.48% | 加仓 |
 家得宝HD |
| 0.44% | 0.47% | $9,161.2万 | 26.0万股 | $8,540.6万 | 26.0万股 | +80股+0.03% | 加仓 |
 PALO ALTOPANW |
| 0.43% | 0.22% | $9,094.9万 | 26.7万股 | $4,096.1万 | 25.5万股 | +1.1万股+4.38% | 加仓 |
 麦当劳MCD |
| 0.41% | 0.51% | $8,654.2万 | 32.0万股 | $9,377.2万 | 30.2万股 | +1.8万股+6.11% | 加仓 |
 西部数据WDC |
| 0.41% | 0.13% | $8,515.2万 | 13.3万股 | $2,418.6万 | 8.9万股 | +4.4万股+49.10% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.41% | 0.49% | $8,493.9万 | 18.5万股 | $8,970.8万 | 18.5万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.4% | 0.35% | $8,447.9万 | 66.9万股 | $6,499.7万 | 46.6万股 | +20.2万股+43.38% | 加仓 |
 GE VernovaGEV |
| 0.4% | 0.32% | $8,310.1万 | 7.1万股 | $5,929.9万 | 6.8万股 | +2,800股+4.12% | 加仓 |
 威瑞森VZ |
| 0.39% | 0.5% | $8,080.5万 | 190.8万股 | $9,179.5万 | 182.9万股 | +8.0万股+4.37% | 加仓 |
 PROGRESSIVEPGR |
| 0.38% | 0.4% | $7,905.1万 | 36.2万股 | $7,362.0万 | 37.1万股 | -9,500股-2.56% | 减仓 |
 贝克休斯BKR |
| 0.37% | 0.39% | $7,839.3万 | 141.2万股 | $7,077.5万 | 115.9万股 | +25.3万股+21.84% | 加仓 |
