 英伟达NVDA |
| 5.45% | 4.91% | $4.20亿 | 210.1万股 | $3.32亿 | 190.5万股 | +19.7万股+10.33% | 加仓 |
 苹果AAPL |
| 4.85% | 4.66% | $3.74亿 | 129.1万股 | $3.15亿 | 124.2万股 | +4.9万股+3.97% | 加仓 |
 微软MSFT |
| 2.29% | 2.51% | $1.77亿 | 47.4万股 | $1.70亿 | 45.9万股 | +1.5万股+3.20% | 加仓 |
 谷歌AGOOGL |
| 2.08% | 1.79% | $1.60亿 | 44.8万股 | $1.21亿 | 42.1万股 | +2.8万股+6.64% | 加仓 |
 亚马逊AMZN |
| 2.02% | 2.01% | $1.55亿 | 65.2万股 | $1.36亿 | 65.3万股 | -495股-0.08% | 减仓 |
 博通AVGO |
| 1.92% | 1.87% | $1.48亿 | 39.2万股 | $1.27亿 | 41.0万股 | -1.8万股-4.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.56% | $1.29亿 | 36.6万股 | $1.06亿 | 36.9万股 | -3,301股-0.89% | 减仓 |
 台积电TSM |
| 1.52% | 1.29% | $1.17亿 | 24.6万股 | $8,700.9万 | 25.7万股 | -1.2万股-4.50% | 减仓 |
 思科CSCO |
| 1.18% | 0.87% | $9,123.3万 | 77.7万股 | $5,857.8万 | 75.5万股 | +2.2万股+2.88% | 加仓 |
 美光科技MU |
| 1.01% | 0.29% | $7,813.7万 | 6.8万股 | $1,936.5万 | 5.7万股 | +1.0万股+18.09% | 加仓 |
 摩根大通JPM |
| 0.96% | 1.04% | $7,386.4万 | 22.6万股 | $7,007.3万 | 23.8万股 | -1.3万股-5.27% | 减仓 |
 VisaV |
| 0.94% | 0.95% | $7,248.1万 | 21.1万股 | $6,417.3万 | 21.2万股 | -1,064股-0.50% | 减仓 |
| Q高通QCOM |
| 0.9% | 0.87% | $6,942.7万 | 37.6万股 | $5,883.5万 | 45.7万股 | -8.1万股-17.76% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.89% | 1.08% | $6,838.7万 | 54.1万股 | $7,316.8万 | 52.5万股 | +1.6万股+3.11% | 加仓 |
 Meta平台META |
| 0.88% | 1.04% | $6,746.2万 | 12.0万股 | $7,064.8万 | 12.3万股 | -3,717股-3.01% | 减仓 |
| C花旗集团C |
| 0.84% | 0.69% | $6,471.4万 | 46.2万股 | $4,677.9万 | 41.2万股 | +5.0万股+12.10% | 加仓 |
| BBANK OF AMERBAC |
| 0.82% | 0.74% | $6,348.7万 | 111.4万股 | $5,033.1万 | 103.2万股 | +8.2万股+7.92% | 加仓 |
 TJXTJX |
| 0.82% | 0.93% | $6,301.2万 | 41.6万股 | $6,310.3万 | 39.5万股 | +2.1万股+5.26% | 加仓 |
 特斯拉TSLA |
| 0.81% | 0.82% | $6,263.6万 | 14.9万股 | $5,549.4万 | 14.9万股 | -357股-0.24% | 减仓 |
 万事达MA |
| 0.77% | 0.79% | $5,958.8万 | 11.6万股 | $5,359.1万 | 10.7万股 | +8,766股+8.17% | 加仓 |
 泛林集团LRCX |
| 0.75% | 0.44% | $5,760.3万 | 13.3万股 | $2,977.4万 | 13.9万股 | -6,423股-4.61% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.73% | 0.23% | $5,651.0万 | 13.1万股 | $1,530.3万 | 9.3万股 | +3.8万股+40.48% | 加仓 |
 可口可乐KO |
| 0.71% | 0.74% | $5,463.9万 | 67.2万股 | $5,038.6万 | 66.3万股 | +9,786股+1.48% | 加仓 |
 阿斯麦ASML |
| 0.7% | 0.55% | $5,360.5万 | 2.7万股 | $3,709.6万 | 2.8万股 | -1,140股-4.06% | 减仓 |
 威瑞森VZ |
| 0.69% | 0.71% | $5,297.8万 | 125.1万股 | $4,785.1万 | 95.3万股 | +29.8万股+31.27% | 加仓 |
 礼来LLY |
| 0.69% | 0.61% | $5,295.5万 | 4.4万股 | $4,123.1万 | 4.5万股 | -677股-1.51% | 减仓 |
 埃克森美孚XOM |
| 0.67% | 0.91% | $5,188.3万 | 37.9万股 | $6,150.6万 | 36.3万股 | +1.7万股+4.68% | 加仓 |
 嘉信理财SCHW |
| 0.66% | 0.74% | $5,113.0万 | 55.4万股 | $5,017.0万 | 53.4万股 | +2.0万股+3.80% | 加仓 |
 沃尔玛WMT |
| 0.66% | 0.68% | $5,060.9万 | 44.7万股 | $4,631.2万 | 37.3万股 | +7.4万股+19.91% | 加仓 |
 Arista网络ANET |
| 0.65% | 0.54% | $5,044.2万 | 29.7万股 | $3,632.0万 | 29.6万股 | +1,111股+0.38% | 加仓 |
 AMD超威AMD |
| 0.65% | 0.68% | $5,015.5万 | 8.6万股 | $4,634.6万 | 22.8万股 | -14.1万股-62.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.7% | $4,957.5万 | 9.9万股 | $4,718.0万 | 9.8万股 | +616股+0.63% | 加仓 |
 江森自控JCI |
| 0.59% | 0.56% | $4,516.8万 | 30.9万股 | $3,793.9万 | 29.0万股 | +1.9万股+6.70% | 加仓 |
 摩根士丹利MS |
| 0.56% | 0.51% | $4,325.5万 | 20.7万股 | $3,483.4万 | 21.2万股 | -4,748股-2.24% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.54% | 0.45% | $4,189.8万 | 10.5万股 | $3,080.0万 | 9.7万股 | +8,679股+8.96% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.53% | 0.54% | $4,121.4万 | 43.3万股 | $3,666.5万 | 44.4万股 | -1.1万股-2.49% | 减仓 |
 CVS健康CVS |
| 0.53% | 0.4% | $4,094.7万 | 39.6万股 | $2,689.2万 | 37.4万股 | +2.1万股+5.71% | 加仓 |
 甲骨文ORCL |
| 0.53% | 0.57% | $4,051.1万 | 27.6万股 | $3,861.8万 | 26.3万股 | +1.4万股+5.30% | 加仓 |
 西部数据WDC |
| 0.51% | 0.61% | $3,924.1万 | 6.1万股 | $4,129.4万 | 15.3万股 | -9.1万股-59.76% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.5% | 0.57% | $3,867.7万 | 46.8万股 | $3,848.7万 | 48.3万股 | -1.5万股-3.19% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.47% | 0.53% | $3,636.3万 | 148.1万股 | $3,610.2万 | 125.7万股 | +22.4万股+17.79% | 加仓 |
 飞塔FTNT |
| 0.46% | 0.24% | $3,510.8万 | 22.9万股 | $1,632.3万 | 20.0万股 | +2.9万股+14.42% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.45% | 0.35% | $3,474.4万 | 13.3万股 | $2,362.2万 | 9.6万股 | +3.8万股+39.54% | 加仓 |
 默沙东MRK |
| 0.44% | 0.44% | $3,403.1万 | 26.5万股 | $2,949.3万 | 24.5万股 | +2.0万股+8.01% | 加仓 |
| IIBMIBM |
| 0.43% | 0.47% | $3,349.2万 | 11.9万股 | $3,176.8万 | 13.1万股 | -1.2万股-9.13% | 减仓 |
 艾伯维ABBV |
| 0.42% | 0.26% | $3,257.4万 | 12.9万股 | $1,735.6万 | 8.0万股 | +5.0万股+62.21% | 加仓 |
 科磊KLAC |
| 0.42% | 0.29% | $3,239.3万 | 10.7万股 | $1,959.9万 | 1.3万股 | +9.4万股+706.58% | 加仓 |
 应用材料AMAT |
| 0.42% | 0.25% | $3,226.5万 | 4.5万股 | $1,677.1万 | 4.9万股 | -4,442股-9.05% | 减仓 |
 家得宝HD |
| 0.41% | 0.45% | $3,189.4万 | 9.0万股 | $3,049.9万 | 9.3万股 | -2,301股-2.48% | 减仓 |
 宝洁PG |
| 0.41% | 0.46% | $3,172.4万 | 21.6万股 | $3,101.5万 | 21.5万股 | +1,616股+0.75% | 加仓 |
