 英伟达NVDA |
| 8.9% | 9.12% | $2,053.03亿 | 10.26亿股 | $1,733.28亿 | 9.94亿股 | +3,219.9万股+3.24% | 加仓 |
 苹果AAPL |
| 4.08% | 4.1% | $941.43亿 | 3.25亿股 | $780.26亿 | 3.07亿股 | +1,790.7万股+5.82% | 加仓 |
 谷歌AGOOGL |
| 3.88% | 3.58% | $895.98亿 | 2.51亿股 | $680.21亿 | 2.37亿股 | +1,416.9万股+5.99% | 加仓 |
 亚马逊AMZN |
| 3.78% | 3.93% | $871.51亿 | 3.66亿股 | $747.06亿 | 3.59亿股 | +696.2万股+1.94% | 加仓 |
 微软MSFT |
| 3.01% | 3.7% | $693.67亿 | 1.86亿股 | $704.11亿 | 1.90亿股 | -425.1万股-2.24% | 减仓 |
 博通AVGO |
| 2.36% | 2.02% | $545.32亿 | 1.44亿股 | $384.14亿 | 1.24亿股 | +2,024.6万股+16.31% | 加仓 |
 Meta平台META |
| 2.34% | 3.51% | $540.17亿 | 9,589.6万股 | $667.19亿 | 1.17亿股 | -2,071.9万股-17.77% | 减仓 |
| SSpaceXSPCX |
| 2.24% | — | $516.55亿 | 3.03亿股 | $0 | 0股 | +3.03亿股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.87% | 1.64% | $430.92亿 | 1.22亿股 | $311.42亿 | 1.09亿股 | +1,339.9万股+12.34% | 加仓 |
 礼来LLY |
| 1.48% | 1.27% | $341.39亿 | 2,846.2万股 | $242.28亿 | 2,634.1万股 | +212.1万股+8.05% | 加仓 |
 美光科技MU |
| 1.34% | 0.57% | $308.41亿 | 2,671.9万股 | $108.29亿 | 3,205.5万股 | -533.6万股-16.65% | 减仓 |
 台积电TSM |
| 1.22% | 1.07% | $281.47亿 | 5,893.8万股 | $204.10亿 | 6,039.3万股 | -145.6万股-2.41% | 减仓 |
 GE VernovaGEV |
| 0.82% | 0.85% | $189.75亿 | 1,615.0万股 | $161.28亿 | 1,847.7万股 | -232.6万股-12.59% | 减仓 |
 埃克森美孚XOM |
| 0.82% | 1.26% | $188.31亿 | 1.38亿股 | $239.70亿 | 1.41亿股 | -354.4万股-2.51% | 减仓 |
 GE航空GE |
| 0.79% | 0.78% | $183.21亿 | 4,902.1万股 | $147.49亿 | 5,197.6万股 | -295.5万股-5.68% | 减仓 |
| SSANDISK COMSNDK |
| 0.78% | 0.45% | $178.75亿 | 786.2万股 | $85.07亿 | 1,339.0万股 | -552.8万股-41.29% | 减仓 |
 迈威尔MRVL |
| 0.74% | 0.68% | $169.60亿 | 5,693.3万股 | $130.01亿 | 1.31亿股 | -7,432.3万股-56.62% | 减仓 |
 特斯拉TSLA |
| 0.73% | 0.7% | $167.26亿 | 3,976.6万股 | $133.93亿 | 3,602.8万股 | +373.8万股+10.38% | 加仓 |
 西部数据WDC |
| 0.72% | 0.45% | $165.96亿 | 2,598.4万股 | $85.54亿 | 3,162.3万股 | -564.0万股-17.83% | 减仓 |
 AMD超威AMD |
| 0.64% | 0.16% | $148.47亿 | 2,555.9万股 | $31.10亿 | 1,528.9万股 | +1,027.0万股+67.17% | 加仓 |
 VisaV |
| 0.64% | 0.71% | $147.29亿 | 4,293.0万股 | $135.73亿 | 4,490.8万股 | -197.8万股-4.41% | 减仓 |
 泛林集团LRCX |
| 0.63% | 0.38% | $145.94亿 | 3,367.8万股 | $71.74亿 | 3,357.5万股 | +10.3万股+0.31% | 加仓 |
 英特尔INTC |
| 0.57% | 0.13% | $131.86亿 | 9,443.2万股 | $25.38亿 | 5,751.5万股 | +3,691.7万股+64.19% | 加仓 |
 科磊KLAC |
| 0.56% | 0.34% | $129.76亿 | 4,300.8万股 | $64.81亿 | 440.1万股 | +3,860.6万股+877.12% | 加仓 |
 波音BA |
| 0.55% | 0.6% | $127.61亿 | 5,895.1万股 | $113.20亿 | 5,687.6万股 | +207.5万股+3.65% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.55% | 0.68% | $126.07亿 | 1.53亿股 | $128.72亿 | 1.62亿股 | -913.9万股-5.65% | 减仓 |
 安费诺APH |
| 0.54% | 0.53% | $124.43亿 | 7,056.9万股 | $100.42亿 | 7,947.8万股 | -890.9万股-11.21% | 减仓 |
 万事达MA |
| 0.53% | 0.64% | $122.46亿 | 2,384.3万股 | $121.24亿 | 2,426.4万股 | -42.0万股-1.73% | 减仓 |
| AASTERA LABSALAB |
| 0.52% | 0.15% | $120.01亿 | 2,484.5万股 | $27.98亿 | 2,553.0万股 | -68.5万股-2.68% | 减仓 |
 联合健康UNH |
| 0.5% | 0.17% | $116.35亿 | 2,799.3万股 | $32.52亿 | 1,201.9万股 | +1,597.4万股+132.91% | 加仓 |
 阿斯麦ASML |
| 0.47% | 0.22% | $108.99亿 | 547.8万股 | $41.59亿 | 314.8万股 | +233.0万股+74.00% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.47% | 0.64% | $108.83亿 | 1.5万股 | $122.08亿 | 1.7万股 | -2,467股-14.51% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.51% | $107.80亿 | 1.89亿股 | $96.76亿 | 1.98亿股 | -930.2万股-4.69% | 减仓 |
 NETFLIXNFLX |
| 0.42% | 1.03% | $97.06亿 | 1.36亿股 | $196.77亿 | 2.05亿股 | -6,871.4万股-33.58% | 减仓 |
| F富达·MERRIMACK STR TRFSEC |
| 0.41% | 0.48% | $95.56亿 | 2.18亿股 | $90.81亿 | 2.07亿股 | +1,083.0万股+5.23% | 加仓 |
 CienaCIEN |
| 0.41% | 0.43% | $93.76亿 | 1,911.4万股 | $82.34亿 | 2,121.0万股 | -209.6万股-9.88% | 减仓 |
 思科CSCO |
| 0.39% | 0.27% | $89.34亿 | 7,606.4万股 | $52.28亿 | 6,738.6万股 | +867.8万股+12.88% | 加仓 |
| AAPPLOVINAPP |
| 0.39% | 0.33% | $89.10亿 | 1,729.4万股 | $62.45亿 | 1,569.1万股 | +160.2万股+10.21% | 加仓 |
 可口可乐KO |
| 0.38% | 0.43% | $88.71亿 | 1.09亿股 | $81.81亿 | 1.08亿股 | +158.2万股+1.47% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.49% | $86.08亿 | 2,629.6万股 | $92.47亿 | 3,143.4万股 | -513.8万股-16.34% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.37% | 0.53% | $84.48亿 | 6,687.1万股 | $100.22亿 | 7,190.6万股 | -503.5万股-7.00% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.36% | 0.39% | $84.16亿 | 4,652.1万股 | $74.02亿 | 4,477.1万股 | +175.1万股+3.91% | 加仓 |
 LOWES COS COMLOW |
| 0.36% | 0.4% | $82.17亿 | 3,726.7万股 | $75.27亿 | 3,185.6万股 | +541.2万股+16.99% | 加仓 |
 Arista网络ANET |
| 0.35% | 0.34% | $80.44亿 | 4,735.0万股 | $64.22亿 | 5,230.7万股 | -495.7万股-9.48% | 减仓 |
 希捷STX |
| 0.34% | 0.17% | $78.68亿 | 815.3万股 | $32.03亿 | 817.7万股 | -2.4万股-0.29% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.31% | 0.25% | $71.57亿 | 517.7万股 | $48.12亿 | 440.1万股 | +77.6万股+17.64% | 加仓 |
 恩智浦NXPI |
| 0.31% | 0.26% | $70.93亿 | 2,524.0万股 | $49.49亿 | 2,514.1万股 | +9.9万股+0.39% | 加仓 |
| T赛默飞世尔TMO |
| 0.31% | 0.28% | $70.61亿 | 1,408.4万股 | $52.97亿 | 1,077.6万股 | +330.8万股+30.70% | 加仓 |
 PALO ALTOPANW |
| 0.3% | 0.07% | $68.39亿 | 2,005.4万股 | $12.99亿 | 810.5万股 | +1,195.0万股+147.44% | 加仓 |
 壳牌SHEL |
| 0.29% | 0.48% | $67.72亿 | 8,733.2万股 | $90.78亿 | 9,761.8万股 | -1,028.5万股-10.54% | 减仓 |
