 英伟达NVDA |
| 7% | 7.28% | $10.57亿 | 528.4万股 | $8.73亿 | 500.6万股 | +27.8万股+5.55% | 加仓 |
 苹果AAPL |
| 6.43% | 6.4% | $9.71亿 | 335.7万股 | $7.67亿 | 302.3万股 | +33.4万股+11.06% | 加仓 |
 微软MSFT |
| 3.99% | 4.48% | $6.03亿 | 161.7万股 | $5.38亿 | 145.3万股 | +16.4万股+11.28% | 加仓 |
 亚马逊AMZN |
| 3.44% | 3.33% | $5.19亿 | 217.8万股 | $3.99亿 | 191.6万股 | +26.2万股+13.66% | 加仓 |
 谷歌AGOOGL |
| 3.09% | 2.82% | $4.67亿 | 130.6万股 | $3.38亿 | 117.5万股 | +13.1万股+11.19% | 加仓 |
 博通AVGO |
| 2.57% | 2.4% | $3.89亿 | 102.8万股 | $2.87亿 | 92.8万股 | +10.0万股+10.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.52% | 2.44% | $3.81亿 | 107.7万股 | $2.93亿 | 102.1万股 | +5.6万股+5.48% | 加仓 |
 美光科技MU |
| 1.97% | 0.66% | $2.98亿 | 25.8万股 | $7,857.2万 | 23.3万股 | +2.6万股+10.97% | 加仓 |
 Meta平台META |
| 1.84% | 2.1% | $2.79亿 | 49.5万股 | $2.52亿 | 44.1万股 | +5.4万股+12.34% | 加仓 |
 特斯拉TSLA |
| 1.79% | 1.81% | $2.71亿 | 64.4万股 | $2.17亿 | 58.3万股 | +6.1万股+10.50% | 加仓 |
 礼来LLY |
| 1.46% | 1.26% | $2.20亿 | 18.3万股 | $1.51亿 | 16.5万股 | +1.9万股+11.36% | 加仓 |
 AMD超威AMD |
| 1.43% | — | $2.17亿 | 37.3万股 | $0 | 0股 | +37.3万股 | 新买入 |
 摩根大通JPM |
| 1.31% | 1.34% | $1.97亿 | 60.3万股 | $1.60亿 | 54.5万股 | +5.8万股+10.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1% | 1.06% | $1.51亿 | 30.2万股 | $1.27亿 | 26.5万股 | +3.7万股+13.84% | 加仓 |
 强生JNJ |
| 0.94% | 1.03% | $1.42亿 | 56.0万股 | $1.24亿 | 50.6万股 | +5.4万股+10.76% | 加仓 |
 英特尔INTC |
| 0.93% | 0.34% | $1.40亿 | 100.4万股 | $4,075.5万 | 92.4万股 | +8.1万股+8.75% | 加仓 |
 VisaV |
| 0.88% | 0.87% | $1.33亿 | 38.7万股 | $1.04亿 | 34.4万股 | +4.2万股+12.27% | 加仓 |
 应用材料AMAT |
| 0.87% | 0.47% | $1.32亿 | 18.2万股 | $5,676.1万 | 16.6万股 | +1.6万股+9.86% | 加仓 |
 埃克森美孚XOM |
| 0.85% | 1.18% | $1.28亿 | 93.6万股 | $1.41亿 | 83.2万股 | +10.4万股+12.45% | 加仓 |
 泛林集团LRCX |
| 0.82% | 0.47% | $1.24亿 | 28.7万股 | $5,614.4万 | 26.3万股 | +2.4万股+9.31% | 加仓 |
 卡特彼勒CAT |
| 0.74% | 0.56% | $1.12亿 | 10.5万股 | $6,741.4万 | 9.5万股 | +9,919股+10.42% | 加仓 |
 沃尔玛WMT |
| 0.72% | 0.88% | $1.09亿 | 96.4万股 | $1.06亿 | 85.3万股 | +11.0万股+12.91% | 加仓 |
 思科CSCO |
| 0.71% | 0.53% | $1.07亿 | 91.2万股 | $6,316.6万 | 81.4万股 | +9.8万股+12.02% | 加仓 |
 艾伯维ABBV |
| 0.68% | 0.66% | $1.02亿 | 40.6万股 | $7,860.5万 | 36.1万股 | +4.4万股+12.22% | 加仓 |
 万事达MA |
| 0.63% | 0.7% | $9,586.8万 | 18.7万股 | $8,428.2万 | 16.9万股 | +1.8万股+10.66% | 加仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.63% | 0.76% | $9,452.1万 | 191.4万股 | $9,090.5万 | 194.1万股 | -2.7万股-1.39% | 减仓 |
 好市多COST |
| 0.61% | 0.71% | $9,145.0万 | 9.8万股 | $8,566.4万 | 8.6万股 | +1.2万股+13.71% | 加仓 |
 科磊KLAC |
| 0.6% | 0.34% | $9,108.3万 | 30.2万股 | $4,083.7万 | 2.8万股 | +27.4万股+988.48% | 加仓 |
 GE航空GE |
| 0.6% | 0.52% | $9,000.9万 | 24.1万股 | $6,248.0万 | 22.0万股 | +2.1万股+9.38% | 加仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.57% | $8,760.5万 | 153.7万股 | $6,826.4万 | 140.0万股 | +13.7万股+9.80% | 加仓 |
 联合健康UNH |
| 0.57% | 0.42% | $8,626.3万 | 20.8万股 | $4,992.3万 | 18.4万股 | +2.3万股+12.49% | 加仓 |
 家得宝HD |
| 0.53% | 0.55% | $7,936.0万 | 22.5万股 | $6,654.1万 | 20.2万股 | +2.3万股+11.22% | 加仓 |
 宝洁PG |
| 0.52% | 0.58% | $7,860.4万 | 53.6万股 | $6,902.8万 | 47.8万股 | +5.8万股+12.16% | 加仓 |
 默沙东MRK |
| 0.49% | 0.52% | $7,340.4万 | 57.1万股 | $6,286.1万 | 52.3万股 | +4.9万股+9.31% | 加仓 |
 可口可乐KO |
| 0.48% | 0.53% | $7,267.8万 | 89.4万股 | $6,384.2万 | 83.9万股 | +5.5万股+6.53% | 加仓 |
 GE VernovaGEV |
| 0.47% | 0.4% | $7,123.9万 | 6.1万股 | $4,794.9万 | 5.5万股 | +5,705股+10.39% | 加仓 |
 雪佛龙CVX |
| 0.45% | 0.64% | $6,870.2万 | 41.4万股 | $7,713.7万 | 37.3万股 | +4.2万股+11.17% | 加仓 |
 NETFLIXNFLX |
| 0.45% | 0.69% | $6,845.2万 | 95.9万股 | $8,304.6万 | 86.4万股 | +9.5万股+11.00% | 加仓 |
 高盛GS |
| 0.45% | 0.43% | $6,818.2万 | 6.7万股 | $5,206.7万 | 6.2万股 | +5,869股+9.54% | 加仓 |
 WELLTOWER COMWELL |
| 0.42% | 0.42% | $6,358.3万 | 28.0万股 | $4,986.0万 | 25.2万股 | +2.8万股+11.08% | 加仓 |
 PALO ALTOPANW |
| 0.42% | 0.22% | $6,352.3万 | 18.6万股 | $2,649.0万 | 16.5万股 | +2.1万股+12.74% | 加仓 |
 德州仪器TXN |
| 0.41% | 0.31% | $6,215.0万 | 20.9万股 | $3,676.1万 | 18.9万股 | +1.9万股+10.12% | 加仓 |
| IIBMIBM |
| 0.4% | 0.38% | $6,047.3万 | 21.5万股 | $4,551.1万 | 18.8万股 | +2.7万股+14.53% | 加仓 |
 迈威尔MRVL |
| 0.39% | 0.15% | $5,900.3万 | 19.8万股 | $1,846.6万 | 18.6万股 | +1.2万股+6.24% | 加仓 |
 甲骨文ORCL |
| 0.38% | 0.43% | $5,813.7万 | 39.7万股 | $5,205.1万 | 35.4万股 | +4.3万股+12.12% | 加仓 |
 帕兰提尔PLTR |
| 0.38% | 0.57% | $5,696.4万 | 48.8万股 | $6,806.2万 | 46.5万股 | +2.3万股+4.93% | 加仓 |
 摩根士丹利MS |
| 0.38% | 0.34% | $5,682.0万 | 27.2万股 | $4,028.9万 | 24.5万股 | +2.7万股+11.03% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.37% | 0.41% | $5,665.3万 | 68.6万股 | $4,928.4万 | 61.9万股 | +6.6万股+10.74% | 加仓 |
 林德LIN |
| 0.36% | 0.39% | $5,427.0万 | 10.5万股 | $4,704.0万 | 9.5万股 | +9,695股+10.22% | 加仓 |
| C花旗集团C |
| 0.36% | 0.34% | $5,395.2万 | 38.5万股 | $4,116.9万 | 36.3万股 | +2.2万股+6.19% | 加仓 |
