 英伟达NVDA |
| 6.42% | 6.62% | $269.02亿 | 1.34亿股 | $244.48亿 | 1.40亿股 | -573.3万股-4.09% | 减仓 |
 苹果AAPL |
| 5.17% | 5.4% | $216.65亿 | 7,487.3万股 | $199.23亿 | 7,850.3万股 | -363.0万股-4.62% | 减仓 |
 微软MSFT |
| 3.59% | 4.42% | $150.66亿 | 4,038.9万股 | $163.33亿 | 4,412.2万股 | -373.3万股-8.46% | 减仓 |
 博通AVGO |
| 3.05% | 3.04% | $128.00亿 | 3,388.5万股 | $112.20亿 | 3,625.1万股 | -236.6万股-6.53% | 减仓 |
 亚马逊AMZN |
| 2.79% | 3.23% | $116.93亿 | 4,905.9万股 | $119.34亿 | 5,730.1万股 | -824.2万股-14.38% | 减仓 |
 谷歌AGOOGL |
| 2.72% | 2.38% | $113.83亿 | 3,185.1万股 | $87.94亿 | 3,058.0万股 | +127.1万股+4.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.65% | 2.41% | $111.17亿 | 3,146.3万股 | $88.81亿 | 3,096.0万股 | +50.3万股+1.62% | 加仓 |
 特斯拉TSLA |
| 1.6% | 1.37% | $67.14亿 | 1,596.2万股 | $50.52亿 | 1,358.9万股 | +237.3万股+17.46% | 加仓 |
 礼来LLY |
| 1.45% | 1.33% | $60.71亿 | 506.2万股 | $49.09亿 | 533.8万股 | -27.6万股-5.17% | 减仓 |
 Meta平台META |
| 1.29% | 1.61% | $54.28亿 | 963.6万股 | $59.48亿 | 1,039.6万股 | -75.9万股-7.30% | 减仓 |
 摩根大通JPM |
| 1.12% | 1.2% | $46.89亿 | 1,432.5万股 | $44.32亿 | 1,506.5万股 | -74.0万股-4.91% | 减仓 |
 美光科技MU |
| 1.09% | 0.3% | $45.63亿 | 395.3万股 | $11.03亿 | 326.5万股 | +68.8万股+21.07% | 加仓 |
 应用材料AMAT |
| 1.05% | 0.56% | $44.20亿 | 611.3万股 | $20.51亿 | 600.1万股 | +11.2万股+1.87% | 加仓 |
 泛林集团LRCX |
| 0.95% | 0.64% | $39.98亿 | 922.7万股 | $23.52亿 | 1,100.7万股 | -178.0万股-16.17% | 减仓 |
 AMD超威AMD |
| 0.94% | 0.36% | $39.29亿 | 676.4万股 | $13.28亿 | 653.0万股 | +23.4万股+3.59% | 加仓 |
| NNUSHARES ETF TRNXUS |
| 0.93% | 0.93% | $38.97亿 | 1.55亿股 | $34.40亿 | 1.39亿股 | +1,673.5万股+12.06% | 加仓 |
 英特尔INTC |
| 0.87% | 0.39% | $36.40亿 | 2,607.1万股 | $14.44亿 | 3,273.0万股 | -665.8万股-20.34% | 减仓 |
 万事达MA |
| 0.86% | 1.11% | $35.92亿 | 699.4万股 | $41.14亿 | 823.3万股 | -123.8万股-15.04% | 减仓 |
 强生JNJ |
| 0.79% | 0.83% | $32.96亿 | 1,297.9万股 | $30.53亿 | 1,249.0万股 | +48.8万股+3.91% | 加仓 |
 PALO ALTOPANW |
| 0.73% | 0.35% | $30.74亿 | 901.3万股 | $12.82亿 | 799.5万股 | +101.8万股+12.74% | 加仓 |
 好市多COST |
| 0.71% | 0.83% | $29.84亿 | 319.0万股 | $30.63亿 | 307.4万股 | +11.6万股+3.77% | 加仓 |
 思科CSCO |
| 0.66% | 0.46% | $27.75亿 | 2,362.1万股 | $17.04亿 | 2,195.7万股 | +166.4万股+7.58% | 加仓 |
 卡特彼勒CAT |
| 0.66% | 0.44% | $27.69亿 | 260.0万股 | $16.37亿 | 231.0万股 | +29.0万股+12.56% | 加仓 |
 安费诺APH |
| 0.63% | 0.45% | $26.56亿 | 1,506.6万股 | $16.58亿 | 1,312.2万股 | +194.4万股+14.81% | 加仓 |
 埃克森美孚XOM |
| 0.63% | 0.96% | $26.48亿 | 1,937.1万股 | $35.43亿 | 2,088.0万股 | -150.9万股-7.23% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.73% | $26.14亿 | 522.4万股 | $26.79亿 | 559.1万股 | -36.7万股-6.57% | 减仓 |
 GE航空GE |
| 0.6% | 0.5% | $25.10亿 | 671.6万股 | $18.35亿 | 646.8万股 | +24.9万股+3.84% | 加仓 |
 VisaV |
| 0.59% | 0.58% | $24.83亿 | 723.8万股 | $21.57亿 | 713.8万股 | +10.1万股+1.41% | 加仓 |
 西部数据WDC |
| 0.58% | 0.22% | $24.39亿 | 381.9万股 | $8.00亿 | 295.9万股 | +86.0万股+29.06% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.65% | $23.93亿 | 951.0万股 | $24.17亿 | 1,111.5万股 | -160.5万股-14.44% | 减仓 |
 沃尔玛WMT |
| 0.53% | 0.81% | $22.02亿 | 1,946.2万股 | $29.81亿 | 2,398.9万股 | -452.8万股-18.87% | 减仓 |
 伊顿ETN |
| 0.52% | 0.45% | $21.84亿 | 512.6万股 | $16.53亿 | 462.3万股 | +50.3万股+10.89% | 加仓 |
 家得宝HD |
| 0.5% | 0.59% | $21.11亿 | 598.6万股 | $21.81亿 | 663.1万股 | -64.5万股-9.73% | 减仓 |
 林德LIN |
| 0.5% | 0.55% | $20.83亿 | 401.3万股 | $20.21亿 | 407.7万股 | -6.4万股-1.57% | 减仓 |
 BOOKING COMBKNG |
| 0.47% | 0.36% | $19.63亿 | 1,101.4万股 | $13.40亿 | 31.8万股 | +1,069.6万股+3,360.18% | 加仓 |
| SSANDISK COMSNDK |
| 0.46% | 0.08% | $19.30亿 | 84.9万股 | $2.90亿 | 45.7万股 | +39.1万股+85.62% | 加仓 |
 GE VernovaGEV |
| 0.46% | 0.43% | $19.14亿 | 162.9万股 | $15.79亿 | 180.9万股 | -18.0万股-9.98% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.45% | 0.48% | $18.69亿 | 2,262.2万股 | $17.80亿 | 2,235.9万股 | +26.3万股+1.17% | 加仓 |
 NETFLIXNFLX |
| 0.44% | 0.6% | $18.55亿 | 2,598.0万股 | $22.13亿 | 2,301.3万股 | +296.7万股+12.89% | 加仓 |
 Arista网络ANET |
| 0.44% | 0.42% | $18.24亿 | 1,073.6万股 | $15.47亿 | 1,259.7万股 | -186.2万股-14.78% | 减仓 |
| C花旗集团C |
| 0.43% | 0.38% | $18.23亿 | 1,302.5万股 | $14.13亿 | 1,246.3万股 | +56.2万股+4.51% | 加仓 |
 宝洁PG |
| 0.43% | 0.49% | $18.03亿 | 1,229.6万股 | $18.17亿 | 1,257.7万股 | -28.1万股-2.23% | 减仓 |
 美国运通AXP |
| 0.42% | 0.46% | $17.55亿 | 519.0万股 | $16.91亿 | 559.1万股 | -40.1万股-7.17% | 减仓 |
 可口可乐KO |
| 0.42% | 0.49% | $17.53亿 | 2,157.4万股 | $18.20亿 | 2,393.4万股 | -236.0万股-9.86% | 减仓 |
 TJXTJX |
| 0.41% | 0.49% | $17.29亿 | 1,141.3万股 | $18.11亿 | 1,134.1万股 | +7.2万股+0.63% | 加仓 |
| NNUSHARES ETF TRNHYB |
| 0.41% | 0.42% | $17.10亿 | 6,897.1万股 | $15.46亿 | 6,276.3万股 | +620.8万股+9.89% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.38% | 0.43% | $16.09亿 | 889.2万股 | $15.99亿 | 966.8万股 | -77.6万股-8.03% | 减仓 |
 联合健康UNH |
| 0.37% | 0.25% | $15.55亿 | 374.2万股 | $9.31亿 | 344.0万股 | +30.2万股+8.79% | 加仓 |
 特灵科技TT |
| 0.35% | 0.32% | $14.80亿 | 301.4万股 | $11.73亿 | 281.4万股 | +20.0万股+7.12% | 加仓 |
 德州仪器TXN |
| 0.35% | 0.25% | $14.53亿 | 487.5万股 | $9.11亿 | 469.3万股 | +18.2万股+3.87% | 加仓 |
