 英伟达NVDA |
| 5.03% | 4.97% | $6.96亿 | 348.1万股 | $5.84亿 | 334.9万股 | +13.1万股+3.93% | 加仓 |
 PALO ALTOPANW |
| 2.21% | 1.71% | $3.06亿 | 89.7万股 | $2.01亿 | 125.6万股 | -35.9万股-28.58% | 减仓 |
 谷歌AGOOGL |
| 2.18% | 2.16% | $3.02亿 | 84.5万股 | $2.54亿 | 88.3万股 | -3.8万股-4.30% | 减仓 |
 微软MSFT |
| 2.11% | 2.58% | $2.93亿 | 78.5万股 | $3.03亿 | 81.8万股 | -3.3万股-4.04% | 减仓 |
 亚马逊AMZN |
| 2.03% | 2.09% | $2.81亿 | 117.7万股 | $2.45亿 | 117.9万股 | -1,300股-0.11% | 减仓 |
 CrowdStrikeCRWD |
| 2.01% | 1.44% | $2.79亿 | 36.6万股 | $1.69亿 | 43.3万股 | -6.7万股-15.47% | 减仓 |
 苹果AAPL |
| 1.98% | 2.02% | $2.74亿 | 94.7万股 | $2.37亿 | 93.5万股 | +1.2万股+1.24% | 加仓 |
 美光科技MU |
| 1.65% | 0.72% | $2.29亿 | 19.9万股 | $8,403.2万 | 24.9万股 | -5.0万股-20.14% | 减仓 |
 思科CSCO |
| 1.61% | 1.64% | $2.22亿 | 189.4万股 | $1.92亿 | 247.6万股 | -58.2万股-23.51% | 减仓 |
 台积电TSM |
| 1.58% | 1.35% | $2.18亿 | 45.7万股 | $1.59亿 | 46.9万股 | -1.2万股-2.56% | 减仓 |
 特斯拉TSLA |
| 1.51% | 1.57% | $2.09亿 | 49.7万股 | $1.84亿 | 49.5万股 | +2,353股+0.48% | 加仓 |
 帕兰提尔PLTR |
| 1.48% | 1.95% | $2.05亿 | 175.6万股 | $2.29亿 | 156.4万股 | +19.2万股+12.27% | 加仓 |
 博通AVGO |
| 1.47% | 1.45% | $2.04亿 | 54.0万股 | $1.71亿 | 55.1万股 | -1.2万股-2.11% | 减仓 |
 Meta平台META |
| 1.37% | 1.63% | $1.90亿 | 33.7万股 | $1.91亿 | 33.4万股 | +2,089股+0.62% | 加仓 |
 飞塔FTNT |
| 1.34% | 0.91% | $1.86亿 | 121.1万股 | $1.07亿 | 130.5万股 | -9.4万股-7.20% | 减仓 |
 AMD超威AMD |
| 1.11% | 0.74% | $1.53亿 | 26.4万股 | $8,703.3万 | 42.8万股 | -16.4万股-38.36% | 减仓 |
 VisaV |
| 1.07% | 1.1% | $1.48亿 | 43.3万股 | $1.29亿 | 42.8万股 | +5,159股+1.21% | 加仓 |
 通用动力GD |
| 1.06% | 1.21% | $1.47亿 | 41.6万股 | $1.43亿 | 41.6万股 | +148股+0.04% | 加仓 |
 雷神技术RTX |
| 1.02% | 1.34% | $1.41亿 | 74.5万股 | $1.57亿 | 81.6万股 | -7.1万股-8.71% | 减仓 |
 洛克希德马丁LMT |
| 0.91% | 1.38% | $1.26亿 | 24.8万股 | $1.62亿 | 26.7万股 | -2.0万股-7.33% | 减仓 |
 英特尔INTC |
| 0.84% | 0.51% | $1.17亿 | 83.7万股 | $6,023.6万 | 136.5万股 | -52.8万股-38.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 0.92% | $1.16亿 | 23.2万股 | $1.08亿 | 22.4万股 | +7,284股+3.24% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.83% | 1.35% | $1.15亿 | 22.5万股 | $1.58亿 | 23.2万股 | -6,301股-2.72% | 减仓 |
 科磊KLAC |
| 0.8% | 0.47% | $1.10亿 | 36.5万股 | $5,529.6万 | 3.8万股 | +32.8万股+872.39% | 加仓 |
 万事达MA |
| 0.76% | 0.89% | $1.05亿 | 20.5万股 | $1.04亿 | 20.8万股 | -3,319股-1.59% | 减仓 |
| RROCKET LAB COMRKLB |
| 0.75% | 0.53% | $1.03亿 | 101.8万股 | $6,264.9万 | 97.6万股 | +4.3万股+4.37% | 加仓 |
 L3哈里斯LHX |
| 0.74% | 1.08% | $1.02亿 | 35.2万股 | $1.27亿 | 36.7万股 | -1.5万股-4.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.57% | $9,543.7万 | 27.0万股 | $6,688.1万 | 23.3万股 | +3.7万股+15.85% | 加仓 |
 礼来LLY |
| 0.61% | 0.53% | $8,406.5万 | 7.0万股 | $6,214.8万 | 6.8万股 | +2,518股+3.73% | 加仓 |
 泛林集团LRCX |
| 0.54% | 0.28% | $7,482.0万 | 17.3万股 | $3,257.8万 | 15.2万股 | +2.0万股+13.24% | 加仓 |
 GE航空GE |
| 0.5% | 0.44% | $6,934.9万 | 18.6万股 | $5,207.1万 | 18.3万股 | +2,062股+1.12% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.5% | 0.26% | $6,911.6万 | 282.1万股 | $3,037.9万 | 236.0万股 | +46.1万股+19.51% | 加仓 |
| SSANDISK COMSNDK |
| 0.49% | 0.04% | $6,854.4万 | 3.0万股 | $506.7万 | 7,976股 | +2.2万股+277.96% | 加仓 |
 甲骨文ORCL |
| 0.49% | 0.61% | $6,834.8万 | 46.6万股 | $7,210.5万 | 49.0万股 | -2.4万股-4.85% | 减仓 |
 NETFLIXNFLX |
| 0.49% | 0.62% | $6,832.8万 | 95.7万股 | $7,308.1万 | 76.0万股 | +19.7万股+25.91% | 加仓 |
| KKKR & COMKKR |
| 0.48% | 0.57% | $6,590.4万 | 71.8万股 | $6,754.1万 | 73.0万股 | -1.2万股-1.66% | 减仓 |
 联合健康UNH |
| 0.46% | 0.36% | $6,441.7万 | 15.5万股 | $4,172.1万 | 15.4万股 | +800股+0.52% | 加仓 |
 嘉信理财SCHW |
| 0.46% | 0.44% | $6,403.1万 | 69.4万股 | $5,167.2万 | 55.0万股 | +14.4万股+26.21% | 加仓 |
| EETF系列解决方案VUSE |
| 0.44% | 0.44% | $6,163.1万 | 85.2万股 | $5,168.7万 | 82.3万股 | +2.9万股+3.56% | 加仓 |
 应用材料AMAT |
| 0.44% | 0.2% | $6,062.6万 | 8.4万股 | $2,322.9万 | 6.8万股 | +1.6万股+23.38% | 加仓 |
 TJXTJX |
| 0.43% | 0.51% | $5,905.1万 | 39.0万股 | $5,977.5万 | 37.4万股 | +1.5万股+4.13% | 加仓 |
 卡梅科CCJ |
| 0.41% | 0.48% | $5,612.4万 | 55.1万股 | $5,648.1万 | 52.0万股 | +3.1万股+5.95% | 加仓 |
 UNITED RENTALSURI |
| 0.4% | 0.31% | $5,592.4万 | 4.9万股 | $3,609.8万 | 5.0万股 | -182股-0.37% | 减仓 |
 沃尔玛WMT |
| 0.4% | 0.5% | $5,572.8万 | 49.2万股 | $5,826.3万 | 46.9万股 | +2.3万股+4.96% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.39% | 0.38% | $5,412.4万 | 91.8万股 | $4,478.0万 | 75.2万股 | +16.6万股+22.04% | 加仓 |
 卡特彼勒CAT |
| 0.39% | 0.3% | $5,377.3万 | 5.0万股 | $3,578.5万 | 5.1万股 | -14股-0.03% | 减仓 |
| BBANK OF AMERBAC |
| 0.38% | 0.41% | $5,322.1万 | 93.4万股 | $4,788.7万 | 98.2万股 | -4.8万股-4.91% | 减仓 |
 强生JNJ |
| 0.38% | 0.37% | $5,297.5万 | 20.9万股 | $4,347.1万 | 17.8万股 | +3.1万股+17.29% | 加仓 |
 柯蒂斯怀特CW |
| 0.38% | 0.42% | $5,289.6万 | 7.0万股 | $4,925.8万 | 7.2万股 | -2,513股-3.47% | 减仓 |
 迈威尔MRVL |
| 0.37% | 0.23% | $5,117.5万 | 17.2万股 | $2,755.4万 | 27.8万股 | -10.6万股-38.25% | 减仓 |
