 英伟达NVDA |
| 5.67% | 5.95% | $167.81亿 | 9,622.1万股 | $183.76亿 | 9,852.8万股 | -230.8万股-2.34% | 减仓 |
 苹果AAPL |
| 3.69% | 3.76% | $109.21亿 | 4,303.3万股 | $116.02亿 | 4,267.7万股 | +35.6万股+0.83% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.55% | 3.91% | $105.19亿 | 3,666.9万股 | $120.65亿 | 3,844.9万股 | -178.0万股-4.63% | 减仓 |
 微软MSFT |
| 3.25% | 4.98% | $96.24亿 | 2,599.8万股 | $153.78亿 | 3,179.7万股 | -579.9万股-18.24% | 减仓 |
 亚马逊AMZN |
| 2.65% | 3.93% | $78.56亿 | 3,772.2万股 | $121.50亿 | 5,264.0万股 | -1,491.7万股-28.34% | 减仓 |
 博通AVGO |
| 2.41% | 2.79% | $71.24亿 | 2,301.8万股 | $86.09亿 | 2,487.4万股 | -185.6万股-7.46% | 减仓 |
 Meta平台META |
| 2.3% | 2.71% | $68.10亿 | 1,190.3万股 | $83.69亿 | 1,267.8万股 | -77.5万股-6.11% | 减仓 |
 VisaV |
| 1.8% | 2.06% | $53.22亿 | 1,760.7万股 | $63.68亿 | 1,815.7万股 | -55.0万股-3.03% | 减仓 |
 应用材料AMAT |
| 1.33% | 0.45% | $39.24亿 | 542.7万股 | $14.05亿 | 546.6万股 | -4.0万股-0.72% | 减仓 |
 礼来LLY |
| 1.32% | 1.54% | $39.19亿 | 426.1万股 | $47.58亿 | 442.8万股 | -16.6万股-3.76% | 减仓 |
 美光科技MU |
| 1.3% | 0.16% | $38.55亿 | 334.1万股 | $4.91亿 | 172.1万股 | +162.0万股+94.13% | 加仓 |
| IiShares安硕信托IVV |
| 1.25% | 1.18% | $36.86亿 | 564.3万股 | $36.49亿 | 532.8万股 | +31.5万股+5.92% | 加仓 |
 谷歌AGOOGL |
| 1.14% | 1.07% | $33.73亿 | 1,172.8万股 | $32.94亿 | 1,052.3万股 | +120.6万股+11.46% | 加仓 |
 NETFLIXNFLX |
| 1.14% | 1.12% | $33.72亿 | 3,507.0万股 | $34.51亿 | 3,680.9万股 | -173.9万股-4.72% | 减仓 |
 AMD超威AMD |
| 1.06% | 0.18% | $31.31亿 | 538.9万股 | $5.52亿 | 257.6万股 | +281.3万股+109.21% | 加仓 |
 好市多COST |
| 0.86% | 0.77% | $25.40亿 | 254.9万股 | $23.85亿 | 276.6万股 | -21.7万股-7.85% | 减仓 |
 台积电TSM |
| 0.8% | 0.83% | $23.76亿 | 703.0万股 | $25.78亿 | 848.3万股 | -145.3万股-17.13% | 减仓 |
 科磊KLAC |
| 0.76% | 0.17% | $22.56亿 | 747.1万股 | $5.10亿 | 41.9万股 | +705.1万股+1,681.11% | 加仓 |
| IiShares安硕信托IXUS |
| 0.75% | 0.68% | $22.35亿 | 2,579.4万股 | $20.87亿 | 2,466.2万股 | +113.2万股+4.59% | 加仓 |
 家得宝HD |
| 0.73% | 0.72% | $21.71亿 | 660.0万股 | $22.30亿 | 648.1万股 | +11.9万股+1.84% | 加仓 |
 联合健康UNH |
| 0.7% | 0.69% | $20.75亿 | 766.9万股 | $21.27亿 | 644.4万股 | +122.6万股+19.02% | 加仓 |
 TJXTJX |
| 0.68% | 0.64% | $20.08亿 | 1,257.5万股 | $19.84亿 | 1,291.4万股 | -34.0万股-2.63% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.66% | 0.71% | $19.61亿 | 2,706.0万股 | $22.08亿 | 2,879.9万股 | -173.9万股-6.04% | 减仓 |
 PROGRESSIVEPGR |
| 0.61% | 0.75% | $18.20亿 | 917.9万股 | $23.15亿 | 1,016.6万股 | -98.7万股-9.71% | 减仓 |
 埃克森美孚XOM |
| 0.61% | 0.39% | $18.10亿 | 1,066.8万股 | $12.01亿 | 998.2万股 | +68.6万股+6.87% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.71% | $17.36亿 | 362.3万股 | $21.98亿 | 437.3万股 | -75.0万股-17.15% | 减仓 |
 德州仪器TXN |
| 0.58% | 0.43% | $17.05亿 | 878.1万股 | $13.24亿 | 763.1万股 | +115.0万股+15.07% | 加仓 |
 雷神技术RTX |
| 0.57% | 0.31% | $16.98亿 | 880.2万股 | $9.60亿 | 523.3万股 | +356.9万股+68.21% | 加仓 |
 强生JNJ |
| 0.57% | 0.47% | $16.79亿 | 686.7万股 | $14.38亿 | 694.9万股 | -8.1万股-1.17% | 减仓 |
 直觉外科ISRG |
| 0.57% | 0.7% | $16.75亿 | 363.3万股 | $21.59亿 | 381.3万股 | -18.0万股-4.72% | 减仓 |
 GE航空GE |
| 0.56% | 0.47% | $16.59亿 | 584.7万股 | $14.62亿 | 474.7万股 | +110.0万股+23.17% | 加仓 |
 伊顿ETN |
| 0.56% | 0.34% | $16.53亿 | 462.3万股 | $10.60亿 | 332.7万股 | +129.5万股+38.93% | 加仓 |
 摩根大通JPM |
| 0.55% | 0.54% | $16.25亿 | 552.3万股 | $16.73亿 | 519.3万股 | +33.0万股+6.36% | 加仓 |
 史赛克SYK |
| 0.55% | 0.69% | $16.19亿 | 492.7万股 | $21.27亿 | 605.3万股 | -112.6万股-18.60% | 减仓 |
| IiShares安硕信托ITOT |
| 0.54% | 0.51% | $15.98亿 | 1,121.9万股 | $15.84亿 | 1,065.1万股 | +56.8万股+5.34% | 加仓 |
 默沙东MRK |
| 0.53% | 0.39% | $15.80亿 | 1,313.2万股 | $11.90亿 | 1,130.1万股 | +183.0万股+16.20% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.51% | 0.35% | $15.05亿 | 346.7万股 | $10.71亿 | 279.5万股 | +67.3万股+24.07% | 加仓 |
 英特尔INTC |
| 0.51% | 0.09% | $15.01亿 | 1,071.9万股 | $2.74亿 | 741.4万股 | +330.5万股+44.57% | 加仓 |
 MCKESSON COMMCK |
| 0.49% | 0.6% | $14.60亿 | 168.7万股 | $18.38亿 | 224.1万股 | -55.4万股-24.71% | 减仓 |
 福泰制药VRTX |
| 0.46% | 0.57% | $13.48亿 | 301.9万股 | $17.73亿 | 391.1万股 | -89.1万股-22.80% | 减仓 |
| BBANK OF AMERBAC |
| 0.45% | 0.45% | $13.43亿 | 2,755.7万股 | $13.81亿 | 2,510.5万股 | +245.2万股+9.77% | 加仓 |
| AAB EMERGING MARKETS OPPORTUNITIES ETFEMOP |
| 0.45% | 0.4% | $13.41亿 | 3,060.6万股 | $12.36亿 | 3,035.5万股 | +25.0万股+0.82% | 加仓 |
| AAB DISRUPTORS ETFFWD |
| 0.45% | 0.36% | $13.30亿 | 1,225.5万股 | $11.09亿 | 1,061.9万股 | +163.6万股+15.41% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.45% | 0.51% | $13.22亿 | 475.8万股 | $15.66亿 | 500.9万股 | -25.0万股-4.99% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.38% | $12.45亿 | 1,001.5万股 | $11.71亿 | 1,051.3万股 | -49.7万股-4.73% | 减仓 |
 特斯拉TSLA |
| 0.42% | 0.47% | $12.37亿 | 332.9万股 | $14.59亿 | 324.3万股 | +8.5万股+2.63% | 加仓 |
 泛林集团LRCX |
| 0.42% | 0.16% | $12.37亿 | 285.6万股 | $5.08亿 | 296.6万股 | -11.0万股-3.71% | 减仓 |
 芝加哥期权交易所CBOE |
| 0.39% | 0.41% | $11.43亿 | 406.8万股 | $12.70亿 | 506.1万股 | -99.4万股-19.63% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.39% | 0.52% | $11.40亿 | 600.8万股 | $16.20亿 | 724.0万股 | -123.2万股-17.02% | 减仓 |
 宣伟SHW |
| 0.38% | 0.38% | $11.29亿 | 352.2万股 | $11.58亿 | 357.5万股 | -5.3万股-1.47% | 减仓 |
