 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 8.44% | 9.9% | $13.19亿 | 3,892.2万股 | $11.42亿 | 3,790.2万股 | +102.0万股+2.69% | 加仓 |
| SSPDR行业精选信托XLK |
| 6.88% | 4.95% | $10.76亿 | 564.7万股 | $5.71亿 | 429.7万股 | +135.0万股+31.43% | 加仓 |
| S道富XLI |
| 5.87% | 5.62% | $9.18亿 | 495.6万股 | $6.49亿 | 401.1万股 | +94.4万股+23.55% | 加仓 |
| NNOVANVMI |
| 5.63% | 5.91% | $8.80亿 | 162.1万股 | $6.81亿 | 156.9万股 | +5.2万股+3.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.04% | 3.82% | $7.87亿 | 222.9万股 | $4.40亿 | 153.5万股 | +69.4万股+45.19% | 加仓 |
 VanEck ETF信托SMH |
| 4.17% | 2.53% | $6.51亿 | 99.3万股 | $2.92亿 | 76.0万股 | +23.2万股+30.54% | 加仓 |
 英伟达NVDA |
| 3.23% | 2.92% | $5.05亿 | 252.3万股 | $3.37亿 | 193.1万股 | +59.2万股+30.64% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 2.89% | 3.07% | $4.51亿 | 173.1万股 | $3.54亿 | 201.6万股 | -28.5万股-14.13% | 减仓 |
 亚马逊AMZN |
| 2.85% | 2.58% | $4.46亿 | 187.1万股 | $2.97亿 | 142.8万股 | +44.3万股+31.00% | 加仓 |
 CAMTEKCAMT |
| 2.76% | 2.53% | $4.32亿 | 264.8万股 | $2.92亿 | 192.8万股 | +72.0万股+37.34% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.42% | 2.8% | $3.79亿 | 323.1万股 | $3.23亿 | 296.0万股 | +27.1万股+9.14% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.34% | 2.65% | $3.65亿 | 340.7万股 | $3.05亿 | 275.5万股 | +65.2万股+23.66% | 加仓 |
 微软MSFT |
| 2.26% | 1.22% | $3.53亿 | 94.6万股 | $1.40亿 | 38.0万股 | +56.6万股+149.08% | 加仓 |
 苹果AAPL |
| 1.98% | 2.04% | $3.10亿 | 107.1万股 | $2.35亿 | 92.8万股 | +14.3万股+15.41% | 加仓 |
 美光科技MU |
| 1.87% | 0.99% | $2.92亿 | 25.3万股 | $1.14亿 | 33.8万股 | -8.5万股-25.18% | 减仓 |
 Meta平台META |
| 1.77% | 1.63% | $2.76亿 | 49.1万股 | $1.89亿 | 33.0万股 | +16.1万股+48.91% | 加仓 |
 应用材料AMAT |
| 1.62% | 1.2% | $2.54亿 | 35.1万股 | $1.38亿 | 40.5万股 | -5.4万股-13.26% | 减仓 |
 PALO ALTOPANW |
| 1.6% | 0.45% | $2.49亿 | 73.2万股 | $5,186.0万 | 32.4万股 | +40.8万股+125.97% | 加仓 |
| I景顺·KBW BANK ETFKBWB |
| 1.57% | 1.48% | $2.46亿 | 264.3万股 | $1.71亿 | 216.4万股 | +47.9万股+22.14% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.56% | 0.68% | $2.44亿 | 459.0万股 | $7,856.7万 | 128.3万股 | +330.7万股+257.89% | 加仓 |
 台积电TSM |
| 1.5% | 2.64% | $2.34亿 | 49.0万股 | $3.04亿 | 89.8万股 | -40.8万股-45.45% | 减仓 |
| IiShares安硕信托LQD |
| 1.37% | 1.86% | $2.14亿 | 196.5万股 | $2.14亿 | 196.5万股 | 00.00% | 持仓不变 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.32% | 1.49% | $2.07亿 | 102.3万股 | $1.72亿 | 139.8万股 | -37.4万股-26.79% | 减仓 |
 泛林集团LRCX |
| 1.07% | 1.44% | $1.67亿 | 38.6万股 | $1.66亿 | 77.5万股 | -38.9万股-50.23% | 减仓 |
 特斯拉TSLA |
| 1.05% | 0.94% | $1.64亿 | 39.0万股 | $1.09亿 | 29.2万股 | +9.8万股+33.53% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.05% | 0.86% | $1.64亿 | 103.4万股 | $9,971.7万 | 68.0万股 | +35.3万股+51.96% | 加仓 |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 0.93% | 0.97% | $1.45亿 | 163.1万股 | $1.11亿 | 163.1万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IICQQQ |
| 0.93% | 1.01% | $1.45亿 | 253.9万股 | $1.17亿 | 253.9万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.92% | 0.77% | $1.44亿 | 38.2万股 | $8,838.4万 | 28.6万股 | +9.7万股+33.92% | 加仓 |
 艾伯维ABBV |
| 0.91% | 0.78% | $1.42亿 | 56.3万股 | $8,963.9万 | 41.2万股 | +15.0万股+36.49% | 加仓 |
 AMD超威AMD |
| 0.86% | — | $1.34亿 | 23.1万股 | $0 | 0股 | +23.1万股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.84% | 0.07% | $1.31亿 | 43.3万股 | $776.6万 | 3.3万股 | +40.0万股+1,222.08% | 加仓 |
 ORMAT TECHNOLOGIESORA |
| 0.84% | 1.13% | $1.31亿 | 120.2万股 | $1.30亿 | 116.2万股 | +4.0万股+3.44% | 加仓 |
 阿斯利康AZN |
| 0.82% | 0.48% | $1.28亿 | 67.6万股 | $5,587.1万 | 28.6万股 | +39.0万股+136.36% | 加仓 |
 摩根大通JPM |
| 0.79% | 1.45% | $1.23亿 | 37.5万股 | $1.67亿 | 56.8万股 | -19.3万股-33.99% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.77% | 0.31% | $1.20亿 | 132.5万股 | $3,546.5万 | 44.3万股 | +88.2万股+199.04% | 加仓 |
| VVanEck ETF信托GDX |
| 0.71% | 1.08% | $1.12亿 | 148.0万股 | $1.25亿 | 136.0万股 | +12.0万股+8.82% | 加仓 |
 VertivVRT |
| 0.69% | 0.55% | $1.07亿 | 32.0万股 | $6,394.1万 | 25.5万股 | +6.5万股+25.43% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.65% | 0.81% | $1.01亿 | 188.8万股 | $9,349.7万 | 189.4万股 | -5,864股-0.31% | 减仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 0.63% | 0.42% | $9,884.2万 | 169.1万股 | $4,829.1万 | 94.6万股 | +74.5万股+78.75% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.61% | 1.37% | $9,567.7万 | 211.0万股 | $1.58亿 | 345.2万股 | -134.2万股-38.87% | 减仓 |
 默沙东MRK |
| 0.6% | 0.33% | $9,427.7万 | 73.0万股 | $3,755.4万 | 31.0万股 | +42.0万股+135.49% | 加仓 |
 VisaV |
| 0.6% | 0.26% | $9,365.5万 | 27.3万股 | $2,947.5万 | 9.8万股 | +17.5万股+179.90% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.57% | 0.78% | $8,877.6万 | 83.0万股 | $8,967.3万 | 83.0万股 | 00.00% | 持仓不变 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.55% | 0.74% | $8,621.7万 | 169.6万股 | $8,497.7万 | 170.1万股 | -4,371股-0.26% | 减仓 |
 ServiceNowNOW |
| 0.55% | <0.01% | $8,596.6万 | 86.6万股 | $21.9万 | 2,091股 | +86.4万股+41,310.43% | 加仓 |
 洛克希德马丁LMT |
| 0.52% | 0.65% | $8,096.7万 | 15.9万股 | $7,507.2万 | 12.4万股 | +3.5万股+27.95% | 加仓 |
 星座能源CEG |
| 0.52% | <0.01% | $8,074.0万 | 32.5万股 | $2.4万 | 86股 | +32.5万股+377,900.00% | 加仓 |
| IIBMIBM |
| 0.51% | <0.01% | $8,023.7万 | 28.5万股 | $7.9万 | 327股 | +28.5万股+87,155.96% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.49% | 0.54% | $7,630.9万 | 60.4万股 | $6,188.0万 | 44.4万股 | +16.0万股+36.04% | 加仓 |
