 英伟达NVDA |
| 8.21% | 8.21% | $13.38亿 | 668.7万股 | $11.55亿 | 662.2万股 | +6.5万股+0.98% | 加仓 |
 苹果AAPL |
| 6.25% | 7.29% | $10.19亿 | 352.2万股 | $10.26亿 | 404.2万股 | -52.0万股-12.86% | 减仓 |
 微软MSFT |
| 4.03% | 5.42% | $6.58亿 | 176.3万股 | $7.63亿 | 206.1万股 | -29.8万股-14.46% | 减仓 |
 谷歌AGOOGL |
| 3.67% | 2.99% | $5.98亿 | 167.3万股 | $4.20亿 | 146.1万股 | +21.2万股+14.51% | 加仓 |
 博通AVGO |
| 3.07% | 2.88% | $5.00亿 | 132.3万股 | $4.05亿 | 131.0万股 | +1.3万股+1.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.93% | 2.43% | $4.78亿 | 135.4万股 | $3.42亿 | 119.2万股 | +16.2万股+13.58% | 加仓 |
 亚马逊AMZN |
| 2.83% | 3.62% | $4.62亿 | 193.9万股 | $5.10亿 | 244.7万股 | -50.8万股-20.78% | 减仓 |
 美光科技MU |
| 2.24% | 0.5% | $3.65亿 | 31.6万股 | $7,053.6万 | 20.9万股 | +10.7万股+51.47% | 加仓 |
 特斯拉TSLA |
| 2.08% | 2.07% | $3.39亿 | 80.5万股 | $2.92亿 | 78.5万股 | +2.0万股+2.57% | 加仓 |
 Meta平台META |
| 2.03% | 2.36% | $3.31亿 | 58.8万股 | $3.32亿 | 58.1万股 | +6,679股+1.15% | 加仓 |
 AMD超威AMD |
| 1.64% | 0.57% | $2.68亿 | 46.1万股 | $8,078.6万 | 39.7万股 | +6.4万股+16.21% | 加仓 |
 礼来LLY |
| 1.64% | 1.48% | $2.67亿 | 22.3万股 | $2.09亿 | 22.7万股 | -4,284股-1.89% | 减仓 |
 应用材料AMAT |
| 1.02% | 0.42% | $1.66亿 | 22.9万股 | $5,852.7万 | 17.1万股 | +5.8万股+33.96% | 加仓 |
 摩根大通JPM |
| 1% | 1.03% | $1.62亿 | 49.6万股 | $1.44亿 | 49.0万股 | +5,504股+1.12% | 加仓 |
 VisaV |
| 0.98% | 1.03% | $1.60亿 | 46.7万股 | $1.45亿 | 47.9万股 | -1.2万股-2.50% | 减仓 |
 泛林集团LRCX |
| 0.97% | 0.57% | $1.58亿 | 36.4万股 | $7,955.7万 | 37.2万股 | -8,213股-2.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 0.98% | $1.45亿 | 28.9万股 | $1.37亿 | 28.7万股 | +2,648股+0.92% | 加仓 |
 卡特彼勒CAT |
| 0.8% | 0.43% | $1.30亿 | 12.2万股 | $6,055.5万 | 8.5万股 | +3.7万股+42.84% | 加仓 |
 强生JNJ |
| 0.73% | 0.81% | $1.19亿 | 46.7万股 | $1.14亿 | 46.8万股 | -1,330股-0.28% | 减仓 |
 英特尔INTC |
| 0.73% | 0.26% | $1.18亿 | 84.7万股 | $3,635.3万 | 82.4万股 | +2.3万股+2.77% | 加仓 |
 万事达MA |
| 0.72% | 0.83% | $1.18亿 | 23.0万股 | $1.17亿 | 23.5万股 | -5,297股-2.25% | 减仓 |
 科磊KLAC |
| 0.69% | 0.4% | $1.12亿 | 37.3万股 | $5,566.7万 | 3.8万股 | +33.5万股+885.92% | 加仓 |
 GE航空GE |
| 0.65% | 0.58% | $1.06亿 | 28.2万股 | $8,189.2万 | 28.9万股 | -6,102股-2.11% | 减仓 |
 好市多COST |
| 0.61% | 0.93% | $9,901.8万 | 10.6万股 | $1.30亿 | 13.1万股 | -2.5万股-19.14% | 减仓 |
 思科CSCO |
| 0.57% | 0.43% | $9,284.4万 | 79.0万股 | $6,086.9万 | 78.4万股 | +5,936股+0.76% | 加仓 |
 埃克森美孚XOM |
| 0.57% | 0.82% | $9,243.3万 | 67.6万股 | $1.16亿 | 68.1万股 | -5,331股-0.78% | 减仓 |
 沃尔玛WMT |
| 0.56% | 0.73% | $9,124.3万 | 80.6万股 | $1.03亿 | 82.5万股 | -2.0万股-2.39% | 减仓 |
 家得宝HD |
| 0.55% | 0.6% | $8,896.9万 | 25.2万股 | $8,425.2万 | 25.6万股 | -3,907股-1.53% | 减仓 |
 艾伯维ABBV |
| 0.54% | 0.79% | $8,830.4万 | 35.1万股 | $1.11亿 | 51.2万股 | -16.1万股-31.46% | 减仓 |
 GE VernovaGEV |
| 0.53% | 0.46% | $8,647.0万 | 7.4万股 | $6,527.7万 | 7.5万股 | -1,182股-1.58% | 减仓 |
 NETFLIXNFLX |
| 0.53% | 0.83% | $8,584.0万 | 120.2万股 | $1.17亿 | 121.3万股 | -1.1万股-0.92% | 减仓 |
 PALO ALTOPANW |
| 0.48% | 0.25% | $7,747.9万 | 22.7万股 | $3,578.9万 | 22.3万股 | +3,967股+1.78% | 加仓 |
 德州仪器TXN |
| 0.47% | 0.29% | $7,678.5万 | 25.8万股 | $4,054.8万 | 20.9万股 | +4.9万股+23.34% | 加仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.44% | $7,635.5万 | 134.0万股 | $6,121.6万 | 125.6万股 | +8.4万股+6.72% | 加仓 |
| SSANDISK COMSNDK |
| 0.44% | 0.08% | $7,186.6万 | 3.2万股 | $1,147.9万 | 1.8万股 | +1.4万股+74.93% | 加仓 |
 联合健康UNH |
| 0.43% | 0.33% | $7,061.1万 | 17.0万股 | $4,597.5万 | 17.0万股 | -18股-0.01% | 减仓 |
 甲骨文ORCL |
| 0.43% | 0.51% | $7,053.5万 | 48.1万股 | $7,124.7万 | 48.4万股 | -3,007股-0.62% | 减仓 |
 迈威尔MRVL |
| 0.43% | 0.09% | $7,023.5万 | 23.6万股 | $1,226.9万 | 12.4万股 | +11.2万股+90.34% | 加仓 |
 帕兰提尔PLTR |
| 0.43% | 0.64% | $7,004.6万 | 60.0万股 | $8,990.0万 | 61.5万股 | -1.4万股-2.31% | 减仓 |
 可口可乐KO |
| 0.39% | 0.52% | $6,421.9万 | 79.0万股 | $7,320.0万 | 96.3万股 | -17.2万股-17.90% | 减仓 |
 西部数据WDC |
| 0.39% | 0.12% | $6,345.2万 | 9.9万股 | $1,727.9万 | 6.4万股 | +3.5万股+55.52% | 加仓 |
 默沙东MRK |
| 0.37% | 0.4% | $6,084.3万 | 47.3万股 | $5,690.8万 | 47.3万股 | +392股+0.08% | 加仓 |
 宝洁PG |
| 0.37% | 0.42% | $6,076.0万 | 41.4万股 | $5,942.9万 | 41.1万股 | +2,905股+0.71% | 加仓 |
 安费诺APH |
| 0.36% | 0.3% | $5,857.8万 | 33.2万股 | $4,248.7万 | 33.6万股 | -4,037股-1.20% | 减仓 |
 雪佛龙CVX |
| 0.35% | 0.47% | $5,646.2万 | 34.1万股 | $6,656.7万 | 32.2万股 | +1.9万股+5.87% | 加仓 |
 CrowdStrikeCRWD |
| 0.34% | 0.2% | $5,577.2万 | 7.3万股 | $2,880.4万 | 7.4万股 | -698股-0.95% | 减仓 |
 康宁GLW |
| 0.34% | 0.14% | $5,522.2万 | 21.6万股 | $1,957.2万 | 14.4万股 | +7.2万股+50.19% | 加仓 |
 高盛GS |
| 0.33% | 0.33% | $5,349.3万 | 5.3万股 | $4,638.0万 | 5.5万股 | -1,931股-3.52% | 减仓 |
 Arista网络ANET |
| 0.31% | 0.27% | $5,115.0万 | 30.1万股 | $3,737.4万 | 30.4万股 | -3,307股-1.09% | 减仓 |
| IIBMIBM |
| 0.3% | 0.3% | $4,866.9万 | 17.3万股 | $4,207.5万 | 17.4万股 | -512股-0.29% | 减仓 |
