 英伟达NVDA |
| 6.34% | 6.32% | $7.33亿 | 366.5万股 | $6.80亿 | 390.2万股 | -23.7万股-6.07% | 减仓 |
 苹果AAPL |
| 6.15% | 4.99% | $7.12亿 | 246.0万股 | $5.38亿 | 211.9万股 | +34.0万股+16.05% | 加仓 |
 谷歌AGOOGL |
| 5.63% | 5.3% | $6.51亿 | 182.3万股 | $5.71亿 | 198.7万股 | -16.4万股-8.26% | 减仓 |
 亚马逊AMZN |
| 4.67% | 5.09% | $5.41亿 | 226.9万股 | $5.49亿 | 263.4万股 | -36.5万股-13.86% | 减仓 |
 微软MSFT |
| 4.19% | 5.75% | $4.85亿 | 130.0万股 | $6.19亿 | 167.4万股 | -37.3万股-22.30% | 减仓 |
 博通AVGO |
| 2.85% | 1.97% | $3.29亿 | 87.2万股 | $2.12亿 | 68.6万股 | +18.6万股+27.11% | 加仓 |
 可口可乐KO |
| 2.36% | 2.87% | $2.73亿 | 335.5万股 | $3.09亿 | 406.7万股 | -71.1万股-17.49% | 减仓 |
 PALO ALTOPANW |
| 2.3% | 1.42% | $2.66亿 | 78.0万股 | $1.53亿 | 95.1万股 | -17.1万股-17.99% | 减仓 |
 摩根大通JPM |
| 2.13% | 2.59% | $2.47亿 | 75.5万股 | $2.79亿 | 94.9万股 | -19.4万股-20.46% | 减仓 |
 Meta平台META |
| 2.12% | 2.87% | $2.45亿 | 43.5万股 | $3.10亿 | 54.1万股 | -10.6万股-19.67% | 减仓 |
 VisaV |
| 2.08% | 2.42% | $2.41亿 | 70.3万股 | $2.61亿 | 86.3万股 | -16.0万股-18.54% | 减仓 |
| T赛默飞世尔TMO |
| 1.97% | 2.65% | $2.28亿 | 45.4万股 | $2.86亿 | 58.1万股 | -12.7万股-21.83% | 减仓 |
 台积电TSM |
| 1.92% | 1.56% | $2.22亿 | 46.5万股 | $1.68亿 | 49.6万股 | -3.2万股-6.39% | 减仓 |
 艾伯维ABBV |
| 1.89% | 1.92% | $2.18亿 | 86.8万股 | $2.07亿 | 95.0万股 | -8.3万股-8.71% | 减仓 |
 GE航空GE |
| 1.84% | 1.1% | $2.13亿 | 57.0万股 | $1.18亿 | 41.8万股 | +15.2万股+36.43% | 加仓 |
| C花旗集团C |
| 1.52% | 1.65% | $1.76亿 | 125.9万股 | $1.78亿 | 157.2万股 | -31.3万股-19.89% | 减仓 |
 麦当劳MCD |
| 1.47% | 2.19% | $1.71亿 | 63.1万股 | $2.35亿 | 75.7万股 | -12.6万股-16.64% | 减仓 |
 AMD超威AMD |
| 1.42% | 0.57% | $1.65亿 | 28.4万股 | $6,123.6万 | 30.1万股 | -1.7万股-5.68% | 减仓 |
 礼来LLY |
| 1.33% | 1.05% | $1.54亿 | 12.8万股 | $1.13亿 | 12.3万股 | +5,652股+4.61% | 加仓 |
 标普全球SPGI |
| 1.15% | 1.6% | $1.33亿 | 32.6万股 | $1.73亿 | 40.7万股 | -8.1万股-19.81% | 减仓 |
 雅培ABT |
| 1.03% | 1.74% | $1.19亿 | 131.2万股 | $1.87亿 | 182.4万股 | -51.3万股-28.09% | 减仓 |
 福泰制药VRTX |
| 0.99% | 2.12% | $1.15亿 | 23.1万股 | $2.28亿 | 51.1万股 | -28.0万股-54.72% | 减仓 |
 美光科技MU |
| 0.99% | 0.5% | $1.15亿 | 9.9万股 | $5,413.1万 | 16.0万股 | -6.1万股-37.96% | 减仓 |
 特斯拉TSLA |
| 0.89% | 0.71% | $1.03亿 | 24.6万股 | $7,688.9万 | 20.7万股 | +3.9万股+18.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.81% | $1.02亿 | 28.9万股 | $8,779.5万 | 30.6万股 | -1.7万股-5.45% | 减仓 |
 应用材料AMAT |
| 0.88% | 0.41% | $1.02亿 | 14.1万股 | $4,390.3万 | 12.8万股 | +1.2万股+9.63% | 加仓 |
 安费诺APH |
| 0.84% | 0.71% | $9,726.9万 | 55.2万股 | $7,623.8万 | 60.3万股 | -5.2万股-8.57% | 减仓 |
 思科CSCO |
| 0.82% | 0.68% | $9,502.8万 | 80.9万股 | $7,376.4万 | 95.1万股 | -14.2万股-14.90% | 减仓 |
 泛林集团LRCX |
| 0.76% | 0.28% | $8,850.9万 | 20.4万股 | $3,062.0万 | 14.3万股 | +6.1万股+42.52% | 加仓 |
 万事达MA |
| 0.74% | 0.78% | $8,573.7万 | 16.7万股 | $8,351.2万 | 16.7万股 | -205股-0.12% | 减仓 |
 家得宝HD |
| 0.71% | 0.73% | $8,232.1万 | 23.3万股 | $7,855.0万 | 23.9万股 | -5,418股-2.27% | 减仓 |
 强生JNJ |
| 0.68% | 1.04% | $7,888.1万 | 31.1万股 | $1.13亿 | 46.0万股 | -15.0万股-32.54% | 减仓 |
 卡特彼勒CAT |
| 0.58% | 0.4% | $6,680.2万 | 6.3万股 | $4,260.7万 | 6.0万股 | +2,590股+4.31% | 加仓 |
 德州仪器TXN |
| 0.57% | 0.48% | $6,578.5万 | 22.1万股 | $5,205.4万 | 26.8万股 | -4.7万股-17.69% | 减仓 |
 NETFLIXNFLX |
| 0.52% | 0.83% | $6,043.8万 | 84.6万股 | $8,958.8万 | 93.2万股 | -8.5万股-9.15% | 减仓 |
 优步UBER |
| 0.52% | 0.72% | $5,997.6万 | 83.1万股 | $7,728.4万 | 107.4万股 | -24.3万股-22.64% | 减仓 |
 宝洁PG |
| 0.5% | 0.53% | $5,828.2万 | 39.7万股 | $5,741.5万 | 39.8万股 | -50股-0.01% | 减仓 |
 默沙东MRK |
| 0.49% | 0.51% | $5,695.2万 | 44.3万股 | $5,473.0万 | 45.5万股 | -1.2万股-2.59% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.48% | 0.36% | $5,503.6万 | 13.9万股 | $3,900.7万 | 12.3万股 | +1.6万股+13.02% | 加仓 |
 Arista网络ANET |
| 0.45% | 0.42% | $5,174.5万 | 30.5万股 | $4,531.4万 | 36.9万股 | -6.4万股-17.47% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.45% | 0.36% | $5,167.5万 | 19.2万股 | $3,914.6万 | 17.0万股 | +2.2万股+13.15% | 加仓 |
 百事可乐PEP |
| 0.44% | 0.68% | $5,106.1万 | 37.7万股 | $7,354.4万 | 47.4万股 | -9.6万股-20.37% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.43% | $4,867.5万 | 65股 | $4,667.9万 | 65股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.39% | 0.19% | $4,465.7万 | 8.7万股 | $2,031.0万 | 5.1万股 | +3.6万股+69.85% | 加仓 |
 西部数据WDC |
| 0.39% | 0.18% | $4,465.7万 | 7.0万股 | $1,895.5万 | 7.0万股 | -159股-0.23% | 减仓 |
| BBANK OF AMERBAC |
| 0.37% | 0.31% | $4,317.0万 | 75.8万股 | $3,352.9万 | 68.8万股 | +7.0万股+10.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.29% | $4,008.7万 | 8.0万股 | $3,175.8万 | 6.6万股 | +1.4万股+20.89% | 加仓 |
 UNITED RENTALSURI |
| 0.34% | 0.3% | $3,974.0万 | 3.5万股 | $3,252.5万 | 4.5万股 | -9,564股-21.42% | 减仓 |
 史赛克SYK |
| 0.33% | 0.24% | $3,806.3万 | 12.1万股 | $2,607.5万 | 7.9万股 | +4.2万股+52.35% | 加仓 |
 科磊KLAC |
| 0.33% | 0.21% | $3,772.8万 | 12.5万股 | $2,313.3万 | 1.6万股 | +10.9万股+695.93% | 加仓 |
