 英伟达NVDA |
| 6.36% | 6.31% | $14.07亿 | 703.8万股 | $12.61亿 | 676.2万股 | +27.6万股+4.08% | 加仓 |
 苹果AAPL |
| 4.74% | 4.56% | $10.50亿 | 363.2万股 | $9.12亿 | 335.4万股 | +27.8万股+8.30% | 加仓 |
 微软MSFT |
| 4.24% | 6.26% | $9.39亿 | 252.0万股 | $12.52亿 | 258.9万股 | -7.0万股-2.69% | 减仓 |
 谷歌AGOOGL |
| 4.23% | 3.95% | $9.36亿 | 262.1万股 | $7.90亿 | 252.2万股 | +9.8万股+3.90% | 加仓 |
 博通AVGO |
| 2.89% | 2.48% | $6.39亿 | 169.3万股 | $4.96亿 | 143.3万股 | +25.9万股+18.10% | 加仓 |
 亚马逊AMZN |
| 2.79% | 2.89% | $6.18亿 | 259.6万股 | $5.78亿 | 250.5万股 | +9.0万股+3.61% | 加仓 |
 美光科技MU |
| 2.21% | 0.76% | $4.88亿 | 42.3万股 | $1.51亿 | 52.9万股 | -10.5万股-19.94% | 减仓 |
 礼来LLY |
| 2.18% | 2.4% | $4.82亿 | 40.2万股 | $4.80亿 | 44.6万股 | -4.4万股-9.93% | 减仓 |
 AMD超威AMD |
| 1.73% | 0.52% | $3.82亿 | 65.8万股 | $1.03亿 | 48.1万股 | +17.7万股+36.81% | 加仓 |
 PALO ALTOPANW |
| 1.48% | 0.99% | $3.28亿 | 96.3万股 | $1.98亿 | 107.3万股 | -11.0万股-10.26% | 减仓 |
 泛林集团LRCX |
| 1.4% | 0.89% | $3.09亿 | 71.3万股 | $1.78亿 | 104.3万股 | -32.9万股-31.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.26% | $2.97亿 | 84.3万股 | $2.53亿 | 80.5万股 | +3.8万股+4.72% | 加仓 |
 艾伯维ABBV |
| 1.32% | 1.23% | $2.93亿 | 116.5万股 | $2.46亿 | 107.8万股 | +8.7万股+8.08% | 加仓 |
 台积电TSM |
| 1.31% | 1.16% | $2.89亿 | 60.6万股 | $2.32亿 | 76.4万股 | -15.8万股-20.70% | 减仓 |
 科磊KLAC |
| 1.04% | 0.13% | $2.29亿 | 76.1万股 | $2,677.7万 | 2.2万股 | +73.9万股+3,352.81% | 加仓 |
 VisaV |
| 1% | 1.08% | $2.21亿 | 64.4万股 | $2.16亿 | 61.7万股 | +2.7万股+4.38% | 加仓 |
 万事达MA |
| 0.88% | 1.19% | $1.94亿 | 37.9万股 | $2.38亿 | 41.7万股 | -3.8万股-9.17% | 减仓 |
 默沙东MRK |
| 0.82% | 0.67% | $1.82亿 | 141.9万股 | $1.34亿 | 127.6万股 | +14.4万股+11.27% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.81% | 0.62% | $1.79亿 | 135.2万股 | $1.24亿 | 91.3万股 | +43.9万股+48.09% | 加仓 |
 摩根大通JPM |
| 0.8% | 1% | $1.78亿 | 54.4万股 | $2.01亿 | 62.3万股 | -7.8万股-12.59% | 减仓 |
| N新纪元能源NEE |
| 0.79% | 0.48% | $1.76亿 | 200.6万股 | $9,520.0万 | 118.6万股 | +82.0万股+69.19% | 加仓 |
| T赛默飞世尔TMO |
| 0.79% | 0.86% | $1.74亿 | 34.7万股 | $1.73亿 | 29.8万股 | +5.0万股+16.70% | 加仓 |
 直觉外科ISRG |
| 0.77% | 0.82% | $1.71亿 | 42.9万股 | $1.65亿 | 29.1万股 | +13.8万股+47.55% | 加仓 |
 MCKESSON COMMCK |
| 0.72% | 0.84% | $1.59亿 | 21.0万股 | $1.68亿 | 20.5万股 | +5,116股+2.49% | 加仓 |
 Meta平台META |
| 0.69% | 0.83% | $1.52亿 | 27.1万股 | $1.65亿 | 25.0万股 | +2.1万股+8.32% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.68% | 1.12% | $1.50亿 | 119.1万股 | $2.25亿 | 183.2万股 | -64.1万股-34.97% | 减仓 |
 西部数据WDC |
| 0.62% | 0.13% | $1.38亿 | 21.6万股 | $2,692.8万 | 15.6万股 | +6.0万股+38.38% | 加仓 |
 家得宝HD |
| 0.6% | 0.5% | $1.34亿 | 38.0万股 | $1.01亿 | 29.3万股 | +8.7万股+29.67% | 加仓 |
 GE VernovaGEV |
| 0.6% | 0.27% | $1.33亿 | 11.4万股 | $5,467.0万 | 8.4万股 | +3.0万股+35.92% | 加仓 |
 特斯拉TSLA |
| 0.6% | 0.59% | $1.32亿 | 31.4万股 | $1.18亿 | 26.3万股 | +5.1万股+19.47% | 加仓 |
 迈威尔MRVL |
| 0.59% | 0.31% | $1.32亿 | 44.2万股 | $6,194.7万 | 72.9万股 | -28.7万股-39.37% | 减仓 |
 AMGEN COMAMGN |
| 0.59% | 0.64% | $1.31亿 | 36.3万股 | $1.28亿 | 39.2万股 | -2.9万股-7.34% | 减仓 |
 强生JNJ |
| 0.58% | 0.78% | $1.29亿 | 51.0万股 | $1.55亿 | 75.0万股 | -23.9万股-31.94% | 减仓 |
 联合健康UNH |
| 0.58% | 0.39% | $1.28亿 | 30.9万股 | $7,892.1万 | 23.9万股 | +7.0万股+29.38% | 加仓 |
 ServiceNowNOW |
| 0.56% | 0.66% | $1.24亿 | 124.7万股 | $1.31亿 | 85.8万股 | +38.9万股+45.40% | 加仓 |
 再生元REGN |
| 0.55% | 0.79% | $1.22亿 | 19.6万股 | $1.58亿 | 20.5万股 | -9,658股-4.70% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.53% | 0.42% | $1.18亿 | 29.6万股 | $8,432.0万 | 31.1万股 | -1.4万股-4.65% | 减仓 |
 赛莱默XYL |
| 0.52% | 0.52% | $1.16亿 | 98.2万股 | $1.04亿 | 76.1万股 | +22.1万股+29.00% | 加仓 |
 CrowdStrikeCRWD |
| 0.49% | 0.37% | $1.09亿 | 14.3万股 | $7,404.7万 | 15.8万股 | -1.5万股-9.76% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.47% | 0.39% | $1.05亿 | 27.9万股 | $7,874.9万 | 25.2万股 | +2.7万股+10.64% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.47% | 0.41% | $1.04亿 | 55.6万股 | $8,212.2万 | 103.1万股 | -47.5万股-46.03% | 减仓 |
 福泰制药VRTX |
| 0.45% | 0.51% | $9,900.5万 | 20.0万股 | $1.02亿 | 22.5万股 | -2.6万股-11.45% | 减仓 |
 西屋制动WAB |
| 0.44% | 0.48% | $9,804.9万 | 36.4万股 | $9,542.0万 | 44.7万股 | -8.3万股-18.56% | 减仓 |
 DatadogDDOG |
| 0.44% | 0.2% | $9,773.5万 | 37.6万股 | $4,012.1万 | 29.5万股 | +8.1万股+27.36% | 加仓 |
 宝洁PG |
| 0.43% | 0.48% | $9,616.5万 | 65.6万股 | $9,595.1万 | 67.0万股 | -1.3万股-1.95% | 减仓 |
 思科CSCO |
| 0.43% | 0.34% | $9,573.8万 | 81.6万股 | $6,725.8万 | 87.3万股 | -5.7万股-6.56% | 减仓 |
 阿里拉姆制药ALNY |
| 0.43% | 0.45% | $9,458.6万 | 31.5万股 | $8,920.9万 | 22.4万股 | +9.0万股+40.20% | 加仓 |
 MONGODB CL AMDB |
| 0.43% | 0.33% | $9,415.6万 | 28.1万股 | $6,637.3万 | 15.8万股 | +12.2万股+77.43% | 加仓 |
 摩根士丹利MS |
| 0.42% | 0.38% | $9,195.8万 | 44.0万股 | $7,639.4万 | 43.0万股 | +1.0万股+2.33% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.4% | 0.22% | $8,885.8万 | 32.7万股 | $4,345.5万 | 30.2万股 | +2.5万股+8.30% | 加仓 |
