 英伟达NVDA |
| 7.94% | 9.01% | $16.26亿 | 812.5万股 | $14.74亿 | 845.0万股 | -32.5万股-3.85% | 减仓 |
 苹果AAPL |
| 3.89% | 4.11% | $7.96亿 | 275.1万股 | $6.72亿 | 264.7万股 | +10.4万股+3.92% | 加仓 |
 微软MSFT |
| 3.75% | 5.27% | $7.68亿 | 205.8万股 | $8.62亿 | 232.9万股 | -27.1万股-11.63% | 减仓 |
 博通AVGO |
| 3.7% | 2.91% | $7.57亿 | 200.4万股 | $4.75亿 | 153.6万股 | +46.8万股+30.47% | 加仓 |
 谷歌AGOOGL |
| 3.28% | 3.38% | $6.72亿 | 188.0万股 | $5.52亿 | 192.1万股 | -4.1万股-2.14% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.13% | 3.54% | $6.41亿 | 181.4万股 | $5.79亿 | 202.0万股 | -20.6万股-10.19% | 减仓 |
 万事达MA |
| 2.7% | 2.87% | $5.52亿 | 107.5万股 | $4.70亿 | 94.0万股 | +13.5万股+14.33% | 加仓 |
 美光科技MU |
| 2.68% | 1.81% | $5.48亿 | 47.5万股 | $2.95亿 | 87.4万股 | -39.9万股-45.66% | 减仓 |
 应用材料AMAT |
| 2.66% | 0.56% | $5.44亿 | 75.2万股 | $9,157.8万 | 26.8万股 | +48.4万股+180.67% | 加仓 |
 Meta平台META |
| 2.42% | 1.47% | $4.96亿 | 88.1万股 | $2.40亿 | 42.0万股 | +46.1万股+109.86% | 加仓 |
 亚马逊AMZN |
| 1.81% | 1.97% | $3.70亿 | 155.4万股 | $3.22亿 | 154.8万股 | +5,903股+0.38% | 加仓 |
 特斯拉TSLA |
| 1.66% | 1.36% | $3.40亿 | 80.9万股 | $2.23亿 | 59.9万股 | +21.0万股+35.08% | 加仓 |
| BBANK OF AMERBAC |
| 1.44% | 1.71% | $2.95亿 | 517.4万股 | $2.80亿 | 574.3万股 | -57.0万股-9.92% | 减仓 |
 GE航空GE |
| 1.43% | 0.59% | $2.93亿 | 78.4万股 | $9,626.2万 | 33.9万股 | +44.4万股+130.97% | 加仓 |
 思科CSCO |
| 1.39% | 0.2% | $2.84亿 | 241.8万股 | $3,212.8万 | 41.4万股 | +200.4万股+484.03% | 加仓 |
| S道富XLI |
| 1.28% | 1.4% | $2.63亿 | 142.0万股 | $2.30亿 | 142.0万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.27% | 0.5% | $2.59亿 | 185.8万股 | $8,148.7万 | 184.7万股 | +1.1万股+0.61% | 加仓 |
 林德LIN |
| 1.12% | 1.31% | $2.30亿 | 44.3万股 | $2.14亿 | 43.3万股 | +1.1万股+2.44% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.1% | 0.55% | $2.26亿 | 56.9万股 | $8,920.6万 | 28.0万股 | +28.9万股+102.91% | 加仓 |
 AMD超威AMD |
| 1.08% | 0.69% | $2.20亿 | 37.9万股 | $1.13亿 | 55.8万股 | -17.8万股-31.96% | 减仓 |
 希捷STX |
| 0.9% | 0.06% | $1.85亿 | 19.1万股 | $1,003.1万 | 2.6万股 | +16.6万股+647.81% | 加仓 |
 泛林集团LRCX |
| 0.9% | 0.6% | $1.84亿 | 42.6万股 | $9,887.9万 | 46.3万股 | -3.7万股-8.01% | 减仓 |
 好市多COST |
| 0.86% | 0.85% | $1.75亿 | 18.7万股 | $1.39亿 | 13.9万股 | +4.8万股+34.62% | 加仓 |
 德州仪器TXN |
| 0.79% | 0.23% | $1.63亿 | 54.6万股 | $3,822.5万 | 19.7万股 | +34.9万股+177.16% | 加仓 |
 摩根大通JPM |
| 0.73% | 0.91% | $1.49亿 | 45.6万股 | $1.49亿 | 50.8万股 | -5.2万股-10.22% | 减仓 |
 百事可乐PEP |
| 0.66% | 0.99% | $1.35亿 | 99.7万股 | $1.61亿 | 103.7万股 | -4.1万股-3.92% | 减仓 |
 财捷INTU |
| 0.64% | 0.24% | $1.32亿 | 50.4万股 | $3,977.1万 | 9.2万股 | +41.2万股+448.16% | 加仓 |
 科磊KLAC |
| 0.64% | 0.16% | $1.31亿 | 43.4万股 | $2,540.1万 | 1.7万股 | +41.6万股+2,413.56% | 加仓 |
 礼来LLY |
| 0.61% | 1.09% | $1.25亿 | 10.4万股 | $1.79亿 | 19.5万股 | -9.0万股-46.51% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.61% | — | $1.24亿 | 56.0万股 | $0 | 0股 | +56.0万股 | 新买入 |
 霍尼韦尔HON |
| 0.6% | 1.82% | $1.24亿 | 55.2万股 | $2.97亿 | 131.4万股 | -76.2万股-57.99% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.59% | 0.51% | $1.21亿 | 131.0万股 | $8,373.5万 | 90.7万股 | +40.3万股+44.46% | 加仓 |
 雅培ABT |
| 0.59% | 0.64% | $1.20亿 | 132.0万股 | $1.05亿 | 102.1万股 | +30.0万股+29.34% | 加仓 |
| SSANDISK COMSNDK |
| 0.58% | 0.69% | $1.18亿 | 5.2万股 | $1.12亿 | 17.7万股 | -12.5万股-70.52% | 减仓 |
 艾伯维ABBV |
| 0.56% | 0.69% | $1.14亿 | 45.2万股 | $1.14亿 | 52.2万股 | -7.0万股-13.40% | 减仓 |
 福泰制药VRTX |
| 0.54% | 0.18% | $1.11亿 | 22.3万股 | $2,921.5万 | 6.5万股 | +15.8万股+241.04% | 加仓 |
 特灵科技TT |
| 0.54% | 0.39% | $1.10亿 | 22.4万股 | $6,362.0万 | 15.3万股 | +7.2万股+46.90% | 加仓 |
 雪佛龙CVX |
| 0.53% | 0.35% | $1.09亿 | 65.5万股 | $5,751.2万 | 27.8万股 | +37.7万股+135.75% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.51% | 0.62% | $1.03亿 | 203.4万股 | $1.02亿 | 203.4万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.46% | 0.39% | $9,473.2万 | 18.6万股 | $6,413.4万 | 10.6万股 | +8.0万股+75.23% | 加仓 |
 默沙东MRK |
| 0.45% | 0.47% | $9,224.1万 | 71.8万股 | $7,719.1万 | 64.2万股 | +7.6万股+11.86% | 加仓 |
 迈威尔MRVL |
| 0.45% | — | $9,210.9万 | 30.9万股 | $0 | 0股 | +30.9万股 | 新买入 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.44% | 0.45% | $9,096.4万 | 430.9万股 | $7,396.9万 | 395.6万股 | +35.3万股+8.94% | 加仓 |
 卡地纳健康CAH |
| 0.44% | 0.53% | $9,080.6万 | 38.2万股 | $8,701.7万 | 41.2万股 | -3.0万股-7.18% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 0.56% | $8,971.8万 | 49.6万股 | $9,081.5万 | 54.9万股 | -5.3万股-9.71% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.44% | 0.21% | $8,918.7万 | 97.8万股 | $3,429.8万 | 53.1万股 | +44.7万股+84.22% | 加仓 |
| Q高通QCOM |
| 0.44% | 0.07% | $8,915.4万 | 48.2万股 | $1,165.3万 | 9.0万股 | +39.2万股+433.19% | 加仓 |
 帕兰提尔PLTR |
| 0.43% | 0.9% | $8,856.2万 | 75.9万股 | $1.48亿 | 101.1万股 | -25.2万股-24.91% | 减仓 |
| T赛默飞世尔TMO |
| 0.43% | 0.39% | $8,723.2万 | 17.4万股 | $6,304.1万 | 12.8万股 | +4.6万股+35.66% | 加仓 |
 家得宝HD |
| 0.43% | 1.43% | $8,719.3万 | 24.7万股 | $2.34亿 | 71.3万股 | -46.5万股-65.31% | 减仓 |
