 苹果AAPL |
| 9.53% | 9.75% | $7,389.1万 | 25.6万股 | $7,261.9万 | 28.6万股 | -3.0万股-10.64% | 减仓 |
 英伟达NVDA |
| 8.81% | 10.24% | $6,830.3万 | 34.1万股 | $7,624.5万 | 43.7万股 | -9.6万股-21.92% | 减仓 |
 微软MSFT |
| 6.33% | 7.5% | $4,904.8万 | 13.1万股 | $5,582.6万 | 15.1万股 | -1.9万股-12.81% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.35% | 4.09% | $3,371.9万 | 9.6万股 | $3,048.2万 | 10.6万股 | -1.1万股-10.11% | 减仓 |
 博通AVGO |
| 4.22% | 4.06% | $3,272.0万 | 8.7万股 | $3,023.4万 | 9.8万股 | -1.1万股-11.38% | 减仓 |
 Meta平台META |
| 3.07% | 3.62% | $2,384.1万 | 4.2万股 | $2,695.2万 | 4.7万股 | -4,761股-10.11% | 减仓 |
 美光科技MU |
| 2.85% | 0.77% | $2,206.3万 | 1.9万股 | $571.5万 | 1.7万股 | +2,203股+13.02% | 加仓 |
 礼来LLY |
| 2.79% | 2.31% | $2,162.3万 | 1.8万股 | $1,720.2万 | 1.9万股 | -668股-3.57% | 减仓 |
 摩根大通JPM |
| 2.27% | 2.37% | $1,761.6万 | 5.4万股 | $1,762.8万 | 6.0万股 | -6,057股-10.11% | 减仓 |
 AMD超威AMD |
| 2.08% | 0.65% | $1,610.9万 | 2.8万股 | $487.7万 | 2.4万股 | +3,751股+15.65% | 加仓 |
 应用材料AMAT |
| 1.78% | 0.98% | $1,380.9万 | 1.9万股 | $726.2万 | 2.1万股 | -2,148股-10.11% | 减仓 |
 英特尔INTC |
| 1.5% | — | $1,163.8万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 VisaV |
| 1.42% | 1.45% | $1,101.8万 | 3.2万股 | $1,080.1万 | 3.6万股 | -3,612股-10.11% | 减仓 |
 艾伯维ABBV |
| 1.3% | 1.3% | $1,008.2万 | 4.0万股 | $967.9万 | 4.5万股 | -4,498股-10.11% | 减仓 |
 科磊KLAC |
| 1.25% | 0.73% | $967.9万 | 3.3万股 | $546.9万 | 3,714股 | +3.0万股+798.76% | 加仓 |
 泛林集团LRCX |
| 1.17% | 0.92% | $907.3万 | 2.1万股 | $682.9万 | 3.2万股 | -1.1万股-34.44% | 减仓 |
 思科CSCO |
| 1.02% | 0.78% | $787.3万 | 6.7万股 | $580.8万 | 7.5万股 | -7,565股-10.11% | 减仓 |
 卡特彼勒CAT |
| 1% | 0.77% | $777.2万 | 7,255股 | $571.8万 | 8,071股 | -816股-10.11% | 减仓 |
 PALO ALTOPANW |
| 0.96% | 0.55% | $743.6万 | 2.2万股 | $408.9万 | 2.6万股 | -3,697股-14.50% | 减仓 |
 万事达MA |
| 0.86% | 0.97% | $665.9万 | 1.3万股 | $720.2万 | 1.4万股 | -1,457股-10.11% | 减仓 |
 家得宝HD |
| 0.84% | 1.04% | $649.1万 | 2.1万股 | $777.2万 | 2.4万股 | -2,389股-10.11% | 减仓 |
 高盛GS |
| 0.82% | 0.8% | $639.0万 | 6,320股 | $594.8万 | 7,031股 | -711股-10.11% | 减仓 |
| C花旗集团C |
| 0.82% | 0.77% | $635.7万 | 4.5万股 | $572.9万 | 5.1万股 | -5,105股-10.11% | 减仓 |
 甲骨文ORCL |
| 0.8% | 0.93% | $620.9万 | 4.2万股 | $691.2万 | 4.7万股 | -4,749股-10.11% | 减仓 |
 CrowdStrikeCRWD |
| 0.78% | 0.46% | $607.0万 | 7,956股 | $345.6万 | 8,851股 | -895股-10.11% | 减仓 |
 联合健康UNH |
| 0.77% | 0.58% | $600.8万 | 1.4万股 | $434.8万 | 1.6万股 | -1,624股-10.11% | 减仓 |
| BBANK OF AMERBAC |
| 0.75% | 0.74% | $579.2万 | 10.2万股 | $551.1万 | 11.3万股 | -1.1万股-10.11% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.73% | 0.74% | $568.1万 | 1.6万股 | $551.7万 | 1.7万股 | -1,753股-10.11% | 减仓 |
 林德LIN |
| 0.71% | 0.56% | $551.1万 | 7,514股 | $414.4万 | 8,359股 | -845股-10.11% | 减仓 |
 强生JNJ |
| 0.68% | 0.4% | $523.7万 | 2.1万股 | $300.4万 | 2.3万股 | -2,319股-10.11% | 减仓 |
 宝洁PG |
| 0.65% | 0.74% | $505.9万 | 3.4万股 | $553.0万 | 3.8万股 | -3,870股-10.11% | 减仓 |
 好事达ALL |
| 0.65% | 0.52% | $504.3万 | 1.7万股 | $390.5万 | 1.9万股 | -1,904股-10.11% | 减仓 |
| IIBMIBM |
| 0.63% | 0.59% | $485.6万 | 1.6万股 | $442.6万 | 1.8万股 | -1,846股-10.11% | 减仓 |
 直觉外科ISRG |
| 0.62% | 0.83% | $480.3万 | 1.2万股 | $618.9万 | 1.3万股 | -1,357股-10.11% | 减仓 |
 帕兰提尔PLTR |
| 0.6% | 0.87% | $466.7万 | 4.0万股 | $649.1万 | 4.4万股 | -4,485股-10.11% | 减仓 |
 WELLTOWER COMWELL |
| 0.58% | 0.37% | $446.1万 | 2.0万股 | $278.3万 | 1.4万股 | +5,577股+39.62% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.57% | 0.38% | $442.6万 | 1.4万股 | $280.2万 | 1.5万股 | -1,519股-10.11% | 减仓 |
 迈威尔MRVL |
| 0.56% | — | $437.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 GE航空GE |
| 0.53% | — | $411.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 NETFLIXNFLX |
| 0.51% | 1.07% | $394.6万 | 7.4万股 | $794.5万 | 8.3万股 | -8,351股-10.11% | 减仓 |
 雅培ABT |
| 0.5% | 0.65% | $386.9万 | 4.3万股 | $485.6万 | 4.7万股 | -4,780股-10.11% | 减仓 |
 伊顿ETN |
| 0.49% | 0.48% | $381.1万 | 8,946股 | $356.0万 | 9,952股 | -1,006股-10.11% | 减仓 |
| SSANDISK COMSNDK |
| 0.49% | 0.12% | $377.7万 | 2,358股 | $90.9万 | 1,430股 | +928股+64.90% | 加仓 |
 百事可乐PEP |
| 0.49% | 0.65% | $376.2万 | 2.8万股 | $481.4万 | 3.1万股 | -3,133股-10.11% | 减仓 |
 西部数据WDC |
| 0.47% | 0.12% | $366.5万 | 5,735股 | $91.0万 | 3,366股 | +2,369股+70.38% | 加仓 |
 德州仪器TXN |
| 0.47% | 0.68% | $365.6万 | 2.3万股 | $504.3万 | 2.6万股 | -2,626股-10.11% | 减仓 |
| PPROLOGIS COMPLD |
| 0.47% | 0.53% | $361.4万 | 2.7万股 | $393.7万 | 3.0万股 | -3,011股-10.11% | 减仓 |
 迪士尼DIS |
| 0.46% | 0.38% | $358.1万 | 2.6万股 | $282.5万 | 2.9万股 | -2,963股-10.11% | 减仓 |
 康宁GLW |
| 0.45% | 0.28% | $352.1万 | 1.4万股 | $208.9万 | 1.5万股 | -1,553股-10.11% | 减仓 |
 飞塔FTNT |
| 0.44% | 0.35% | $343.0万 | 2.9万股 | $262.3万 | 3.2万股 | -3,245股-10.11% | 减仓 |
