 英伟达NVDA |
| 7.34% | <0.01% | $2.96亿 | 147.8万股 | $765 | 4.8万股 | +143.0万股+2,993.03% | 加仓 |
 苹果AAPL |
| 6.53% | 0.01% | $2.63亿 | 91.0万股 | $4.2万 | 7.4万股 | +83.5万股+1,124.36% | 加仓 |
 微软MSFT |
| 4.34% | <0.01% | $1.75亿 | 46.8万股 | $2.3万 | 62.7万股 | -15.9万股-25.35% | 减仓 |
 亚马逊AMZN |
| 3.58% | 1.98% | $1.44亿 | 60.6万股 | $1,220.7万 | 3.1万股 | +57.5万股+1,878.36% | 加仓 |
 谷歌AGOOGL |
| 3.26% | — | $1.31亿 | 36.8万股 | $0 | 0股 | +36.8万股 | 新买入 |
 博通AVGO |
| 2.73% | <0.01% | $1.10亿 | 29.2万股 | $1,321 | 4.5万股 | +24.7万股+554.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.63% | <0.01% | $1.06亿 | 30.0万股 | $2.6万 | 2.3万股 | +27.7万股+1,194.98% | 加仓 |
 美光科技MU |
| 2.02% | <0.01% | $8,142.1万 | 7.1万股 | $1,890 | 8.7万股 | -1.6万股-18.78% | 减仓 |
 Meta平台META |
| 1.93% | <0.01% | $7,764.4万 | 13.8万股 | $7,422 | 13.6万股 | +2,048股+1.51% | 加仓 |
 特斯拉TSLA |
| 1.86% | — | $7,492.2万 | 17.8万股 | $0 | 0股 | +17.8万股 | 新买入 |
 礼来LLY |
| 1.51% | <0.01% | $6,066.4万 | 5.1万股 | $4,175 | 8.2万股 | -3.1万股-38.21% | 减仓 |
 AMD超威AMD |
| 1.47% | — | $5,906.1万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | <0.01% | $5,826.5万 | 11.6万股 | $1.8万 | 14.9万股 | -3.2万股-21.65% | 减仓 |
 摩根大通JPM |
| 1.39% | <0.01% | $5,613.8万 | 17.2万股 | $1.8万 | 31.0万股 | -13.9万股-44.74% | 减仓 |
 英特尔INTC |
| 0.97% | 1.73% | $3,889.7万 | 27.9万股 | $1,065.4万 | 41.0万股 | -13.2万股-32.12% | 减仓 |
 强生JNJ |
| 0.96% | <0.01% | $3,858.4万 | 15.2万股 | $2.1万 | 23.3万股 | -8.1万股-34.78% | 减仓 |
 埃克森美孚XOM |
| 0.91% | 5.92% | $3,646.5万 | 26.7万股 | $3,650.0万 | 36.1万股 | -9.4万股-26.05% | 减仓 |
 VisaV |
| 0.91% | 1.52% | $3,646.1万 | 10.6万股 | $936.2万 | 4.2万股 | +6.4万股+152.76% | 加仓 |
 应用材料AMAT |
| 0.9% | <0.01% | $3,620.9万 | 5.0万股 | $1,759 | 9.9万股 | -4.9万股-49.63% | 减仓 |
 泛林集团LRCX |
| 0.85% | <0.01% | $3,434.8万 | 7.9万股 | $730 | 1.3万股 | +6.6万股+491.23% | 加仓 |
 卡特彼勒CAT |
| 0.77% | <0.01% | $3,112.9万 | 2.9万股 | $4,771 | 5.3万股 | -2.3万股-44.36% | 减仓 |
 沃尔玛WMT |
| 0.77% | 1.71% | $3,110.9万 | 27.5万股 | $1,051.1万 | 13.4万股 | +14.1万股+105.63% | 加仓 |
 思科CSCO |
| 0.73% | <0.01% | $2,951.5万 | 25.1万股 | $9,910 | 44.1万股 | -19.0万股-43.08% | 减仓 |
 艾伯维ABBV |
| 0.7% | <0.01% | $2,814.4万 | 11.2万股 | $6,936 | 13.1万股 | -2.0万股-14.85% | 减仓 |
 好市多COST |
| 0.65% | <0.01% | $2,621.3万 | 2.8万股 | $4,293 | 3.6万股 | -8,052股-22.32% | 减仓 |
 万事达MA |
| 0.65% | 1.16% | $2,608.4万 | 5.1万股 | $714.1万 | 8,547股 | +4.2万股+494.20% | 加仓 |
 科磊KLAC |
| 0.62% | <0.01% | $2,506.3万 | 8.3万股 | $887 | 1.4万股 | +6.9万股+503.74% | 加仓 |
 GE航空GE |
| 0.61% | <0.01% | $2,454.1万 | 6.6万股 | $2.3万 | 83.5万股 | -77.0万股-92.14% | 减仓 |
 联合健康UNH |
| 0.59% | <0.01% | $2,387.7万 | 5.7万股 | $6,259 | 8.3万股 | -2.6万股-30.88% | 减仓 |
| BBANK OF AMERBAC |
| 0.59% | <0.01% | $2,362.5万 | 41.5万股 | $1.4万 | 88.1万股 | -46.6万股-52.92% | 减仓 |
 家得宝HD |
| 0.55% | <0.01% | $2,216.8万 | 6.3万股 | $9,573 | 11.6万股 | -5.3万股-45.94% | 减仓 |
 宝洁PG |
| 0.54% | 2.96% | $2,174.5万 | 14.8万股 | $1,827.0万 | 22.4万股 | -7.6万股-33.93% | 减仓 |
 默沙东MRK |
| 0.5% | <0.01% | $2,016.1万 | 15.7万股 | $1.2万 | 24.1万股 | -8.4万股-34.96% | 减仓 |
 GE VernovaGEV |
| 0.5% | — | $2,002.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 可口可乐KO |
| 0.5% | 2.1% | $1,995.3万 | 24.6万股 | $1,295.2万 | 31.4万股 | -6.8万股-21.70% | 减仓 |
 雪佛龙CVX |
| 0.49% | 3.22% | $1,960.5万 | 11.8万股 | $1,983.3万 | 15.9万股 | -4.1万股-25.51% | 减仓 |
 NETFLIXNFLX |
| 0.47% | <0.01% | $1,910.3万 | 26.8万股 | $1,801 | 4,892股 | +26.3万股+5,369.24% | 加仓 |
 高盛GS |
| 0.47% | <0.01% | $1,876.1万 | 1.9万股 | $6,169 | 3.5万股 | -1.6万股-46.70% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 1.87% | $1,779.4万 | 9.8万股 | $1,152.5万 | 13.2万股 | -3.4万股-25.64% | 减仓 |
 PALO ALTOPANW |
| 0.43% | — | $1,722.2万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 德州仪器TXN |
| 0.42% | <0.01% | $1,710.2万 | 5.7万股 | $3,968 | 9.0万股 | -3.3万股-36.51% | 减仓 |
| IIBMIBM |
| 0.41% | 2.56% | $1,651.8万 | 5.9万股 | $1,580.7万 | 8.4万股 | -2.6万股-30.30% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.4% | 2.91% | $1,615.7万 | 19.6万股 | $1,796.8万 | 39.6万股 | -20.0万股-50.60% | 减仓 |
 帕兰提尔PLTR |
| 0.4% | — | $1,608.9万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
 雷神技术RTX |
| 0.4% | <0.01% | $1,602.5万 | 8.4万股 | $7,931 | 7.0万股 | +1.5万股+21.19% | 加仓 |
 迈威尔MRVL |
| 0.4% | — | $1,592.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 甲骨文ORCL |
| 0.39% | <0.01% | $1,557.4万 | 10.6万股 | $1.1万 | 29.0万股 | -18.3万股-63.32% | 减仓 |
 林德LIN |
| 0.38% | 0.51% | $1,538.4万 | 3.0万股 | $316.0万 | 2.4万股 | +5,343股+21.98% | 加仓 |
| C花旗集团C |
| 0.38% | <0.01% | $1,531.5万 | 10.9万股 | $1.3万 | 25.0万股 | -14.1万股-56.30% | 减仓 |
 摩根士丹利MS |
| 0.37% | <0.01% | $1,497.2万 | 7.2万股 | $3,587 | 11.4万股 | -4.3万股-37.39% | 减仓 |
