 英伟达NVDA |
| 6.7% | 6.6% | $9.65亿 | 482.4万股 | $8.40亿 | 481.6万股 | +8,520股+0.18% | 加仓 |
 苹果AAPL |
| 5.85% | 6.02% | $8.44亿 | 291.5万股 | $7.66亿 | 301.9万股 | -10.4万股-3.46% | 减仓 |
 谷歌AGOOGL |
| 5.46% | 4.86% | $7.87亿 | 220.1万股 | $6.19亿 | 215.1万股 | +4.9万股+2.30% | 加仓 |
 亚马逊AMZN |
| 3.26% | 2.91% | $4.70亿 | 197.1万股 | $3.71亿 | 177.9万股 | +19.2万股+10.80% | 加仓 |
 微软MSFT |
| 3.11% | 4.21% | $4.49亿 | 120.3万股 | $5.36亿 | 144.8万股 | -24.5万股-16.90% | 减仓 |
 博通AVGO |
| 2.33% | 2.15% | $3.35亿 | 88.8万股 | $2.74亿 | 88.4万股 | +3,848股+0.44% | 加仓 |
 AMD超威AMD |
| 1.75% | 0.48% | $2.52亿 | 43.4万股 | $6,161.8万 | 30.3万股 | +13.1万股+43.41% | 加仓 |
 礼来LLY |
| 1.71% | 1.23% | $2.47亿 | 20.6万股 | $1.57亿 | 17.0万股 | +3.5万股+20.79% | 加仓 |
 美光科技MU |
| 1.65% | 0.43% | $2.38亿 | 20.6万股 | $5,533.4万 | 16.4万股 | +4.2万股+25.84% | 加仓 |
 Meta平台META |
| 1.62% | 1.79% | $2.33亿 | 41.4万股 | $2.28亿 | 39.8万股 | +1.6万股+4.07% | 加仓 |
 特斯拉TSLA |
| 1.38% | 1.34% | $1.99亿 | 47.2万股 | $1.71亿 | 46.0万股 | +1.2万股+2.69% | 加仓 |
 英特尔INTC |
| 1.23% | 0.23% | $1.77亿 | 126.5万股 | $2,943.7万 | 66.7万股 | +59.8万股+89.69% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.15% | $1.76亿 | 53.8万股 | $1.46亿 | 49.8万股 | +4.1万股+8.16% | 加仓 |
 沃尔玛WMT |
| 1.13% | 0.81% | $1.63亿 | 143.8万股 | $1.03亿 | 83.1万股 | +60.7万股+73.03% | 加仓 |
| C花旗集团C |
| 1.03% | 0.76% | $1.48亿 | 105.9万股 | $9,689.2万 | 85.4万股 | +20.5万股+23.99% | 加仓 |
 卡特彼勒CAT |
| 1.02% | 0.67% | $1.48亿 | 13.9万股 | $8,491.0万 | 12.0万股 | +1.9万股+15.68% | 加仓 |
 德州仪器TXN |
| 1.02% | 0.09% | $1.47亿 | 49.3万股 | $1,134.2万 | 5.8万股 | +43.5万股+744.25% | 加仓 |
 泛林集团LRCX |
| 1.02% | 0.71% | $1.46亿 | 33.8万股 | $9,025.2万 | 42.2万股 | -8.5万股-20.04% | 减仓 |
 科磊KLAC |
| 0.96% | 0.44% | $1.39亿 | 46.1万股 | $5,613.7万 | 3.8万股 | +42.2万股+1,107.96% | 加仓 |
 强生JNJ |
| 0.96% | 1.02% | $1.38亿 | 54.4万股 | $1.30亿 | 53.2万股 | +1.3万股+2.36% | 加仓 |
| BBANK OF AMERBAC |
| 0.9% | 0.47% | $1.29亿 | 227.2万股 | $5,977.5万 | 122.6万股 | +104.6万股+85.29% | 加仓 |
 联合健康UNH |
| 0.88% | 0.38% | $1.26亿 | 30.4万股 | $4,854.8万 | 17.9万股 | +12.4万股+69.39% | 加仓 |
 应用材料AMAT |
| 0.87% | 0.25% | $1.25亿 | 17.3万股 | $3,128.9万 | 9.2万股 | +8.2万股+89.16% | 加仓 |
 摩根士丹利MS |
| 0.84% | 0.39% | $1.21亿 | 57.9万股 | $4,935.0万 | 30.0万股 | +27.9万股+93.12% | 加仓 |
 VisaV |
| 0.84% | 0.86% | $1.21亿 | 35.2万股 | $1.10亿 | 36.4万股 | -1.2万股-3.16% | 减仓 |
 GeneracGNRC |
| 0.83% | — | $1.20亿 | 40.8万股 | $0 | 0股 | +40.8万股 | 新买入 |
 阿斯利康AZN |
| 0.81% | 1% | $1.16亿 | 62.2万股 | $1.27亿 | 65.7万股 | -3.5万股-5.37% | 减仓 |
 思科CSCO |
| 0.79% | 0.65% | $1.14亿 | 96.7万股 | $8,299.0万 | 107.0万股 | -10.3万股-9.61% | 减仓 |
 康明斯CMI |
| 0.72% | 0.03% | $1.04亿 | 14.6万股 | $369.0万 | 6,859股 | +13.9万股+2,029.26% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.69% | 0.65% | $1.00亿 | 55.3万股 | $8,317.6万 | 50.3万股 | +5.0万股+9.89% | 加仓 |
 GE航空GE |
| 0.69% | 0.42% | $9,902.1万 | 26.5万股 | $5,389.8万 | 19.0万股 | +7.5万股+39.50% | 加仓 |
 CrowdStrikeCRWD |
| 0.66% | 0.43% | $9,496.7万 | 12.4万股 | $5,418.0万 | 13.9万股 | -1.4万股-10.33% | 减仓 |
 WELLTOWER COMWELL |
| 0.64% | 0.21% | $9,254.4万 | 40.8万股 | $2,648.5万 | 13.4万股 | +27.4万股+204.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.92% | $9,095.6万 | 18.2万股 | $1.18亿 | 24.5万股 | -6.4万股-25.93% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.63% | 0.84% | $9,087.7万 | 116.9万股 | $1.07亿 | 115.2万股 | +1.8万股+1.56% | 加仓 |
 万豪MAR |
| 0.61% | 0.42% | $8,785.1万 | 23.7万股 | $5,295.9万 | 16.2万股 | +7.5万股+46.40% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.59% | — | $8,493.7万 | 31.6万股 | $0 | 0股 | +31.6万股 | 新买入 |
 ICON PUB LTD COICLR |
| 0.58% | 0.1% | $8,359.1万 | 48.1万股 | $1,216.4万 | 11.0万股 | +37.1万股+337.76% | 加仓 |
 GE VernovaGEV |
| 0.58% | 0.54% | $8,320.8万 | 7.1万股 | $6,896.3万 | 7.9万股 | -8,180股-10.35% | 减仓 |
 BORGWARNERBWA |
| 0.57% | 0.02% | $8,224.2万 | 123.9万股 | $231.7万 | 4.3万股 | +119.6万股+2,800.68% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.47% | $8,144.9万 | 32.4万股 | $6,032.9万 | 27.7万股 | +4.6万股+16.69% | 加仓 |
 默沙东MRK |
| 0.56% | 0.91% | $8,110.9万 | 63.1万股 | $1.16亿 | 96.8万股 | -33.6万股-34.77% | 减仓 |
 柯蒂斯怀特CW |
| 0.55% | 0.31% | $7,917.1万 | 10.4万股 | $3,954.3万 | 5.8万股 | +4.6万股+79.96% | 加仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.55% | — | $7,899.5万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
 万事达MA |
| 0.54% | 0.62% | $7,788.1万 | 15.2万股 | $7,862.9万 | 15.7万股 | -5,727股-3.64% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.53% | — | $7,582.4万 | 46.0万股 | $0 | 0股 | +46.0万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.52% | 0.28% | $7,517.5万 | 17.4万股 | $3,502.2万 | 21.3万股 | -3.9万股-18.34% | 减仓 |
 好市多COST |
| 0.51% | 0.9% | $7,394.7万 | 7.9万股 | $1.14亿 | 11.5万股 | -3.6万股-31.21% | 减仓 |
 美国合众银行USB |
| 0.51% | 0.59% | $7,378.2万 | 122.2万股 | $7,536.1万 | 144.9万股 | -22.7万股-15.70% | 减仓 |
 甲骨文ORCL |
| 0.5% | 0.34% | $7,260.3万 | 49.5万股 | $4,290.3万 | 29.2万股 | +20.4万股+69.87% | 加仓 |
