 英伟达NVDA |
| 7.23% | 7.6% | $2.27亿 | 113.6万股 | $2.00亿 | 114.7万股 | -1.1万股-0.94% | 减仓 |
 苹果AAPL |
| 6.53% | 6.72% | $2.05亿 | 70.9万股 | $1.77亿 | 69.7万股 | +1.2万股+1.73% | 加仓 |
 微软MSFT |
| 4.23% | 4.8% | $1.33亿 | 35.6万股 | $1.26亿 | 34.1万股 | +1.5万股+4.43% | 加仓 |
 亚马逊AMZN |
| 3.55% | 3.64% | $1.12亿 | 46.8万股 | $9,573.2万 | 46.0万股 | +8,259股+1.80% | 加仓 |
 谷歌AGOOGL |
| 3.17% | 2.97% | $9,950.3万 | 27.8万股 | $7,804.4万 | 27.1万股 | +7,029股+2.59% | 加仓 |
 博通AVGO |
| 2.53% | 2.42% | $7,948.0万 | 21.0万股 | $6,361.6万 | 20.6万股 | +4,866股+2.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.46% | 2.39% | $7,730.0万 | 21.9万股 | $6,295.9万 | 21.9万股 | -700股-0.32% | 减仓 |
 美光科技MU |
| 2.16% | 0.78% | $6,802.8万 | 5.9万股 | $2,059.0万 | 6.1万股 | -2,010股-3.30% | 减仓 |
 特斯拉TSLA |
| 1.85% | 1.9% | $5,809.1万 | 13.8万股 | $5,009.3万 | 13.5万股 | +3,364股+2.50% | 加仓 |
 Meta平台META |
| 1.78% | 2.1% | $5,600.8万 | 9.9万股 | $5,535.4万 | 9.7万股 | +2,680股+2.77% | 加仓 |
 AMD超威AMD |
| 1.57% | 0.62% | $4,940.6万 | 8.5万股 | $1,632.1万 | 8.0万股 | +4,818股+6.01% | 加仓 |
 礼来LLY |
| 1.45% | 1.26% | $4,566.6万 | 3.8万股 | $3,318.5万 | 3.6万股 | +1,993股+5.52% | 加仓 |
 摩根大通JPM |
| 1.19% | 1.29% | $3,750.4万 | 11.5万股 | $3,383.3万 | 11.5万股 | -440股-0.38% | 减仓 |
 强生JNJ |
| 1.13% | 1.26% | $3,541.1万 | 13.9万股 | $3,305.5万 | 13.5万股 | +4,200股+3.11% | 加仓 |
 英特尔INTC |
| 1.09% | 0.5% | $3,424.9万 | 24.5万股 | $1,314.2万 | 29.8万股 | -5.3万股-17.64% | 减仓 |
 VisaV |
| 1.07% | 1.08% | $3,371.5万 | 9.8万股 | $2,832.3万 | 9.4万股 | +4,558股+4.86% | 加仓 |
 应用材料AMAT |
| 1.01% | 0.62% | $3,172.1万 | 4.4万股 | $1,622.5万 | 4.7万股 | -3,596股-7.58% | 减仓 |
 思科CSCO |
| 0.98% | 0.84% | $3,086.7万 | 26.3万股 | $2,223.6万 | 28.7万股 | -2.4万股-8.30% | 减仓 |
 泛林集团LRCX |
| 0.92% | 0.58% | $2,889.5万 | 6.7万股 | $1,533.7万 | 7.2万股 | -5,100股-7.10% | 减仓 |
 高盛GS |
| 0.85% | 0.81% | $2,662.0万 | 2.6万股 | $2,128.6万 | 2.5万股 | +1,160股+4.61% | 加仓 |
 科磊KLAC |
| 0.81% | 0.5% | $2,551.6万 | 8.5万股 | $1,307.1万 | 8,877股 | +7.6万股+852.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.82% | $2,392.1万 | 4.8万股 | $2,166.6万 | 4.5万股 | +2,592股+5.73% | 加仓 |
 万事达MA |
| 0.72% | 0.8% | $2,278.0万 | 4.4万股 | $2,116.3万 | 4.2万股 | +2,000股+4.72% | 加仓 |
 沃尔玛WMT |
| 0.69% | 1.18% | $2,178.9万 | 19.2万股 | $3,099.3万 | 24.9万股 | -5.7万股-22.86% | 减仓 |
 艾伯维ABBV |
| 0.69% | 0.67% | $2,178.1万 | 8.7万股 | $1,754.2万 | 8.1万股 | +5,900股+7.31% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.64% | 0.67% | $2,018.3万 | 21.9万股 | $1,758.5万 | 19.1万股 | +2.9万股+15.05% | 加仓 |
 联合健康UNH |
| 0.62% | 0.49% | $1,938.6万 | 4.7万股 | $1,298.9万 | 4.8万股 | -1,360股-2.83% | 减仓 |
 好市多COST |
| 0.61% | 0.85% | $1,930.8万 | 2.1万股 | $2,236.0万 | 2.2万股 | -1,800股-8.02% | 减仓 |
 默沙东MRK |
| 0.59% | 0.63% | $1,856.6万 | 14.4万股 | $1,655.3万 | 13.8万股 | +6,874股+5.00% | 加仓 |
 家得宝HD |
| 0.56% | 0.75% | $1,770.5万 | 5.0万股 | $1,980.0万 | 6.0万股 | -1.0万股-16.61% | 减仓 |
 FORTIVE COMFTV |
| 0.55% | 0.51% | $1,743.9万 | 28.5万股 | $1,345.3万 | 24.3万股 | +4.2万股+17.30% | 加仓 |
| BBANK OF AMERBAC |
| 0.55% | 0.58% | $1,719.4万 | 30.2万股 | $1,524.2万 | 31.3万股 | -1.1万股-3.49% | 减仓 |
 宝洁PG |
| 0.53% | 0.63% | $1,652.7万 | 11.3万股 | $1,653.9万 | 11.5万股 | -1,800股-1.57% | 减仓 |
 NETFLIXNFLX |
| 0.52% | 0.83% | $1,646.7万 | 23.1万股 | $2,182.0万 | 22.7万股 | +3,700股+1.63% | 加仓 |
 德州仪器TXN |
| 0.52% | 0.35% | $1,624.7万 | 5.5万股 | $916.5万 | 4.7万股 | +7,300股+15.46% | 加仓 |
 希捷STX |
| 0.51% | 0.43% | $1,610.2万 | 1.7万股 | $1,132.6万 | 2.9万股 | -1.2万股-42.28% | 减仓 |
 AMGEN COMAMGN |
| 0.51% | 0.55% | $1,599.2万 | 4.4万股 | $1,452.5万 | 4.1万股 | +2,880股+6.98% | 加仓 |
 可口可乐KO |
| 0.5% | 0.5% | $1,587.2万 | 19.5万股 | $1,321.0万 | 17.4万股 | +2.2万股+12.43% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.5% | 0.46% | $1,565.3万 | 12.9万股 | $1,223.7万 | 13.1万股 | -2,203股-1.68% | 减仓 |
| N新纪元能源NEE |
| 0.49% | 0.61% | $1,556.0万 | 17.7万股 | $1,600.7万 | 17.2万股 | +4,940股+2.87% | 加仓 |
| E爱克斯龙EXC |
| 0.47% | 0.58% | $1,483.5万 | 31.8万股 | $1,518.7万 | 31.0万股 | +8,400股+2.71% | 加仓 |
 美国运通AXP |
| 0.47% | 0.4% | $1,481.5万 | 4.4万股 | $1,059.9万 | 3.5万股 | +8,760股+25.00% | 加仓 |
 PALO ALTOPANW |
| 0.47% | 0.23% | $1,478.9万 | 4.3万股 | $595.5万 | 3.7万股 | +6,226股+16.76% | 加仓 |
| IIBMIBM |
| 0.47% | 0.43% | $1,463.1万 | 5.2万股 | $1,144.3万 | 4.7万股 | +4,820股+10.21% | 加仓 |
 WASTE MGMT DELWM |
| 0.46% | 0.54% | $1,436.1万 | 6.4万股 | $1,427.8万 | 6.2万股 | +2,300股+3.70% | 加仓 |
 GE VernovaGEV |
| 0.46% | 0.39% | $1,431.8万 | 1.2万股 | $1,025.4万 | 1.2万股 | +440股+3.75% | 加仓 |
 迈威尔MRVL |
| 0.44% | 0.31% | $1,390.4万 | 4.7万股 | $819.3万 | 8.3万股 | -3.6万股-43.57% | 减仓 |
| C花旗集团C |
| 0.44% | 0.39% | $1,379.9万 | 9.9万股 | $1,037.6万 | 9.1万股 | +7,100股+7.76% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.3% | $1,335.9万 | 1.3万股 | $798.1万 | 1.1万股 | +1,280股+11.36% | 加仓 |
 摩根士丹利MS |
| 0.42% | 0.41% | $1,333.9万 | 6.4万股 | $1,084.7万 | 6.6万股 | -2,099股-3.18% | 减仓 |
