 英伟达NVDA |
| 7.05% | 6.21% | $16.21亿 | 809.9万股 | $9.77亿 | 560.0万股 | +249.9万股+44.63% | 加仓 |
 微软MSFT |
| 4.35% | 4.3% | $9.99亿 | 267.9万股 | $6.76亿 | 182.8万股 | +85.2万股+46.60% | 加仓 |
 Meta平台META |
| 4.17% | 3.55% | $9.58亿 | 170.1万股 | $5.58亿 | 97.6万股 | +72.5万股+74.35% | 加仓 |
 美光科技MU |
| 4.05% | 0.6% | $9.31亿 | 80.7万股 | $9,440.3万 | 27.9万股 | +52.7万股+188.72% | 加仓 |
 苹果AAPL |
| 3.31% | 5.34% | $7.62亿 | 263.3万股 | $8.39亿 | 330.7万股 | -67.4万股-20.38% | 减仓 |
 谷歌AGOOGL |
| 2.98% | 3.02% | $6.86亿 | 191.8万股 | $4.75亿 | 165.0万股 | +26.8万股+16.25% | 加仓 |
 特斯拉TSLA |
| 2.97% | 0.59% | $6.83亿 | 162.4万股 | $9,231.3万 | 24.8万股 | +137.6万股+553.95% | 加仓 |
 博通AVGO |
| 2.38% | 4.96% | $5.46亿 | 144.5万股 | $7.80亿 | 252.0万股 | -107.5万股-42.65% | 减仓 |
 摩根大通JPM |
| 2.29% | 2.69% | $5.27亿 | 161.1万股 | $4.23亿 | 143.7万股 | +17.4万股+12.12% | 加仓 |
 AMD超威AMD |
| 2.14% | 0.42% | $4.92亿 | 84.7万股 | $6,615.9万 | 32.5万股 | +52.2万股+160.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.94% | 2.83% | $4.45亿 | 126.0万股 | $4.46亿 | 155.3万股 | -29.3万股-18.87% | 减仓 |
 高盛GS |
| 1.91% | 0.46% | $4.39亿 | 43.4万股 | $7,186.1万 | 8.5万股 | +34.9万股+411.40% | 加仓 |
 帕兰提尔PLTR |
| 1.65% | 0.46% | $3.79亿 | 324.7万股 | $7,171.1万 | 49.0万股 | +275.6万股+562.26% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.62% | 0.96% | $3.73亿 | 94.0万股 | $1.50亿 | 47.3万股 | +46.7万股+98.87% | 加仓 |
| BBANK OF AMERBAC |
| 1.58% | 3.15% | $3.62亿 | 635.6万股 | $4.96亿 | 1,016.8万股 | -381.3万股-37.50% | 减仓 |
 好市多COST |
| 1.55% | 2.8% | $3.55亿 | 38.0万股 | $4.40亿 | 44.1万股 | -6.2万股-13.96% | 减仓 |
| IiShares安硕EWZ |
| 1.23% | — | $2.84亿 | 822.0万股 | $0 | 0股 | +822.0万股 | 新买入 |
 联合健康UNH |
| 1.18% | 0.48% | $2.70亿 | 65.1万股 | $7,490.7万 | 27.7万股 | +37.4万股+135.07% | 加仓 |
 亚马逊AMZN |
| 1.17% | 1.62% | $2.68亿 | 112.6万股 | $2.55亿 | 122.6万股 | -10.0万股-8.13% | 减仓 |
 强生JNJ |
| 1.16% | 0.88% | $2.68亿 | 105.4万股 | $1.39亿 | 56.7万股 | +48.7万股+85.82% | 加仓 |
 霍尼韦尔HON |
| 1.15% | 1.14% | $2.64亿 | 117.9万股 | $1.80亿 | 79.4万股 | +38.5万股+48.44% | 加仓 |
 万事达MA |
| 1.14% | 1.49% | $2.63亿 | 51.2万股 | $2.34亿 | 46.9万股 | +4.3万股+9.07% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.09% | — | $2.51亿 | 113.4万股 | $0 | 0股 | +113.4万股 | 新买入 |
 科磊KLAC |
| 1.07% | 0.56% | $2.46亿 | 81.7万股 | $8,832.7万 | 6.0万股 | +75.7万股+1,261.21% | 加仓 |
 应用材料AMAT |
| 1.06% | 0.31% | $2.43亿 | 33.6万股 | $4,831.1万 | 14.1万股 | +19.4万股+137.59% | 加仓 |
 Elevance健康ELV |
| 1.03% | 0.12% | $2.38亿 | 61.4万股 | $1,904.0万 | 6.5万股 | +54.9万股+844.36% | 加仓 |
 英特尔INTC |
| 1.02% | 0.12% | $2.34亿 | 167.7万股 | $1,845.8万 | 41.8万股 | +125.9万股+300.98% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.01% | 0.08% | $2.32亿 | 280.4万股 | $1,249.9万 | 15.7万股 | +264.7万股+1,685.79% | 加仓 |
 恩智浦NXPI |
| 1% | 0.35% | $2.31亿 | 82.1万股 | $5,468.9万 | 27.8万股 | +54.4万股+195.67% | 加仓 |
 思科CSCO |
| 0.98% | 1.19% | $2.25亿 | 191.2万股 | $1.87亿 | 241.5万股 | -50.3万股-20.81% | 减仓 |
 礼来LLY |
| 0.93% | 2.15% | $2.13亿 | 17.8万股 | $3.39亿 | 36.8万股 | -19.0万股-51.69% | 减仓 |
| C花旗集团C |
| 0.89% | 1.18% | $2.05亿 | 146.1万股 | $1.85亿 | 163.3万股 | -17.1万股-10.50% | 减仓 |
 可口可乐KO |
| 0.88% | 0.74% | $2.02亿 | 248.1万股 | $1.17亿 | 153.8万股 | +94.2万股+61.26% | 加仓 |
 WEBSTER FINLWBS |
| 0.8% | 0.27% | $1.85亿 | 242.1万股 | $4,229.6万 | 60.9万股 | +181.1万股+297.31% | 加仓 |
 宝洁PG |
| 0.74% | 0.29% | $1.70亿 | 115.7万股 | $4,609.1万 | 31.9万股 | +83.8万股+262.65% | 加仓 |
| Q高通QCOM |
| 0.73% | 0.52% | $1.68亿 | 90.9万股 | $8,101.8万 | 62.9万股 | +28.0万股+44.49% | 加仓 |
 沃尔玛WMT |
| 0.71% | 0.78% | $1.63亿 | 144.1万股 | $1.23亿 | 98.6万股 | +45.4万股+46.07% | 加仓 |
 百事可乐PEP |
| 0.66% | 1.08% | $1.53亿 | 112.8万股 | $1.69亿 | 109.0万股 | +3.8万股+3.49% | 加仓 |
 洛克希德马丁LMT |
| 0.65% | 0.48% | $1.50亿 | 29.4万股 | $7,504.5万 | 12.4万股 | +17.0万股+136.71% | 加仓 |
 德州仪器TXN |
| 0.63% | 0.86% | $1.46亿 | 48.9万股 | $1.35亿 | 69.5万股 | -20.6万股-29.69% | 减仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.59% | 0.48% | $1.36亿 | 646.4万股 | $7,570.0万 | 404.8万股 | +241.6万股+59.67% | 加仓 |
 嘉信理财SCHW |
| 0.57% | 0.86% | $1.31亿 | 141.9万股 | $1.35亿 | 143.2万股 | -1.3万股-0.91% | 减仓 |
 雷蒙德詹姆斯RJF |
| 0.55% | — | $1.26亿 | 82.6万股 | $0 | 0股 | +82.6万股 | 新买入 |
 家得宝HD |
| 0.54% | 0.16% | $1.25亿 | 35.5万股 | $2,539.2万 | 7.7万股 | +27.8万股+359.51% | 加仓 |
 康宁GLW |
| 0.53% | 0.07% | $1.22亿 | 48.0万股 | $1,078.0万 | 7.9万股 | +40.0万股+504.84% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.53% | 0.1% | $1.22亿 | 67.3万股 | $1,527.9万 | 9.2万股 | +58.1万股+628.48% | 加仓 |
| TTERADYNETER |
| 0.53% | 0.14% | $1.22亿 | 25.1万股 | $2,175.6万 | 7.3万股 | +17.8万股+242.49% | 加仓 |
 泛林集团LRCX |
| 0.5% | 0.19% | $1.15亿 | 26.4万股 | $3,060.6万 | 14.3万股 | +12.1万股+84.48% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.49% | 0.07% | $1.13亿 | 67.5万股 | $1,176.2万 | 5.6万股 | +61.9万股+1,105.40% | 加仓 |
 GE航空GE |
| 0.48% | 0.33% | $1.10亿 | 29.6万股 | $5,110.4万 | 18.0万股 | +11.6万股+64.17% | 加仓 |
