 英伟达NVDA |
| 5.24% | 4.86% | $6.74亿 | 344.7万股 | $5.24亿 | 314.4万股 | +30.3万股+9.63% | 加仓 |
 苹果AAPL |
| 4.34% | 4.29% | $5.59亿 | 197.7万股 | $4.63亿 | 187.2万股 | +10.5万股+5.59% | 加仓 |
 微软MSFT |
| 3.98% | 3.64% | $5.12亿 | 138.6万股 | $3.92亿 | 108.8万股 | +29.9万股+27.49% | 加仓 |
 谷歌AGOOGL |
| 3.72% | 3.38% | $4.78亿 | 137.2万股 | $3.65亿 | 131.7万股 | +5.5万股+4.16% | 加仓 |
 博通AVGO |
| 2.94% | 1.79% | $3.78亿 | 101.5万股 | $1.93亿 | 65.7万股 | +35.8万股+54.47% | 加仓 |
 泛林集团LRCX |
| 2.07% | 1.67% | $2.66亿 | 64.2万股 | $1.80亿 | 87.1万股 | -22.9万股-26.28% | 减仓 |
 亚马逊AMZN |
| 1.85% | 1.61% | $2.38亿 | 100.4万股 | $1.74亿 | 85.5万股 | +14.8万股+17.35% | 加仓 |
 VisaV |
| 1.71% | 1.52% | $2.20亿 | 64.9万股 | $1.64亿 | 54.7万股 | +10.2万股+18.62% | 加仓 |
 科磊KLAC |
| 1.63% | 1.22% | $2.10亿 | 73.2万股 | $1.32亿 | 9.3万股 | +63.9万股+689.94% | 加仓 |
 美光科技MU |
| 1.6% | 0.58% | $2.06亿 | 18.0万股 | $6,301.4万 | 19.6万股 | -1.6万股-8.15% | 减仓 |
 摩根大通JPM |
| 1.6% | 0.94% | $2.06亿 | 62.6万股 | $1.02亿 | 35.9万股 | +26.7万股+74.33% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.56% | 1.26% | $2.00亿 | 57.0万股 | $1.36亿 | 49.6万股 | +7.4万股+14.88% | 加仓 |
| IiShares黄金信托IAU |
| 1.54% | 2.09% | $1.98亿 | 262.4万股 | $2.26亿 | 265.6万股 | -3.2万股-1.20% | 减仓 |
 应用材料AMAT |
| 1.32% | 0.81% | $1.69亿 | 24.7万股 | $8,698.7万 | 26.6万股 | -1.9万股-7.21% | 减仓 |
 Meta平台META |
| 1.25% | 1.72% | $1.61亿 | 28.6万股 | $1.86亿 | 34.1万股 | -5.5万股-16.06% | 减仓 |
 礼来LLY |
| 1.24% | 0.83% | $1.59亿 | 13.0万股 | $8,924.2万 | 10.1万股 | +2.9万股+29.03% | 加仓 |
 TJXTJX |
| 1.24% | 1.55% | $1.59亿 | 105.0万股 | $1.67亿 | 106.7万股 | -1.7万股-1.63% | 减仓 |
 NETFLIXNFLX |
| 1.06% | 1.26% | $1.37亿 | 187.1万股 | $1.36亿 | 144.3万股 | +42.9万股+29.70% | 加仓 |
 AMD超威AMD |
| 1.04% | 0.71% | $1.34亿 | 34.8万股 | $7,650.6万 | 38.3万股 | -3.6万股-9.33% | 减仓 |
 强生JNJ |
| 1.04% | 1.14% | $1.33亿 | 52.0万股 | $1.24亿 | 50.9万股 | +1.1万股+2.21% | 加仓 |
 思科CSCO |
| 1.03% | 1.12% | $1.33亿 | 122.3万股 | $1.21亿 | 156.1万股 | -33.8万股-21.66% | 减仓 |
 欧特克ADSK |
| 0.86% | 0.79% | $1.10亿 | 56.6万股 | $8,472.7万 | 35.8万股 | +20.7万股+57.84% | 加仓 |
| SSPDR黄金信托GLD |
| 0.75% | 0.72% | $9,651.6万 | 26.2万股 | $7,752.6万 | 18.7万股 | +7.5万股+40.11% | 加仓 |
 PALO ALTOPANW |
| 0.74% | 0.36% | $9,538.9万 | 29.0万股 | $3,918.9万 | 25.5万股 | +3.5万股+13.75% | 加仓 |
 台积电TSM |
| 0.73% | 0.75% | $9,401.9万 | 20.7万股 | $8,062.9万 | 25.5万股 | -4.8万股-18.89% | 减仓 |
 英特尔INTC |
| 0.71% | 0.33% | $9,121.3万 | 96.5万股 | $3,525.8万 | 82.6万股 | +13.9万股+16.84% | 加仓 |
 Guardant HealthGH |
| 0.69% | 0.65% | $8,875.6万 | 57.7万股 | $7,033.2万 | 81.6万股 | -23.9万股-29.24% | 减仓 |
 WELLTOWER COMWELL |
| 0.69% | 0.76% | $8,831.7万 | 38.8万股 | $8,225.3万 | 42.1万股 | -3.3万股-7.83% | 减仓 |
 可口可乐KO |
| 0.68% | 0.47% | $8,682.9万 | 105.1万股 | $5,104.4万 | 67.0万股 | +38.1万股+56.90% | 加仓 |
 AGIOS PHARMACEUTICALSAGIO |
| 0.64% | 0.74% | $8,197.2万 | 215.5万股 | $8,009.2万 | 270.5万股 | -55.0万股-20.33% | 减仓 |
 GE VernovaGEV |
| 0.64% | 0.54% | $8,175.9万 | 7.5万股 | $5,872.6万 | 7.2万股 | +2,783股+3.88% | 加仓 |
 西屋制动WAB |
| 0.62% | 0.53% | $8,008.8万 | 29.8万股 | $5,722.4万 | 24.0万股 | +5.8万股+24.26% | 加仓 |
 Arista网络ANET |
| 0.6% | 0.5% | $7,691.7万 | 47.1万股 | $5,424.5万 | 46.6万股 | +4,672股+1.00% | 加仓 |
 默沙东MRK |
| 0.57% | 0.43% | $7,391.9万 | 57.1万股 | $4,629.4万 | 39.1万股 | +18.0万股+46.11% | 加仓 |
 PROGRESSIVEPGR |
| 0.56% | 1.03% | $7,230.6万 | 32.9万股 | $1.11亿 | 55.0万股 | -22.1万股-40.14% | 减仓 |
 联合健康UNH |
| 0.55% | 0.28% | $7,134.6万 | 19.6万股 | $3,041.2万 | 11.4万股 | +8.2万股+72.05% | 加仓 |
 CrowdStrikeCRWD |
| 0.55% | 0.28% | $7,050.7万 | 9.5万股 | $2,988.7万 | 7.9万股 | +1.7万股+21.06% | 加仓 |
 甲骨文ORCL |
| 0.55% | 0.55% | $7,037.6万 | 47.1万股 | $5,914.9万 | 41.1万股 | +6.1万股+14.75% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.54% | 0.66% | $6,986.6万 | 36.1万股 | $7,110.6万 | 37.1万股 | -1.0万股-2.81% | 减仓 |
| NNextPowerNXT |
| 0.54% | 0.7% | $6,924.2万 | 62.7万股 | $7,604.9万 | 67.3万股 | -4.6万股-6.80% | 减仓 |
 艾伯维ABBV |
| 0.53% | 0.59% | $6,788.7万 | 26.8万股 | $6,317.1万 | 29.7万股 | -2.9万股-9.76% | 减仓 |
 TapestryTPR |
| 0.51% | 0.79% | $6,498.1万 | 44.3万股 | $8,508.8万 | 62.1万股 | -17.8万股-28.64% | 减仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 0.49% | 0.73% | $6,299.6万 | 161.1万股 | $7,899.0万 | 219.7万股 | -58.6万股-26.67% | 减仓 |
 ORMAT TECHNOLOGIESORA |
| 0.47% | 0.35% | $6,094.3万 | 55.2万股 | $3,816.8万 | 34.9万股 | +20.3万股+58.20% | 加仓 |
 高盛GS |
| 0.46% | 0.4% | $5,877.8万 | 5.7万股 | $4,341.2万 | 5.4万股 | +3,659股+6.81% | 加仓 |
 德文能源DVN |
| 0.46% | 0.01% | $5,868.1万 | 139.8万股 | $109.7万 | 2.1万股 | +137.6万股+6,461.03% | 加仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.45% | 0.75% | $5,811.2万 | 11.0万股 | $8,096.1万 | 16.0万股 | -5.0万股-31.21% | 减仓 |
 德州仪器TXN |
| 0.44% | 0.17% | $5,630.5万 | 19.7万股 | $1,875.5万 | 10.1万股 | +9.7万股+95.95% | 加仓 |
 迈威尔MRVL |
| 0.43% | 0.19% | $5,495.5万 | 19.8万股 | $2,033.6万 | 23.2万股 | -3.4万股-14.58% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.42% | 0.69% | $5,383.4万 | 42.7万股 | $7,481.5万 | 54.8万股 | -12.1万股-22.14% | 减仓 |
