 英伟达NVDA |
| 11.98% | 14.89% | $15.44亿 | 771.5万股 | $14.57亿 | 781.2万股 | -9.7万股-1.25% | 减仓 |
 苹果AAPL |
| 9.76% | 11.66% | $12.57亿 | 434.6万股 | $11.41亿 | 419.8万股 | +14.7万股+3.50% | 加仓 |
 微软MSFT |
| 7.04% | 11.65% | $9.07亿 | 243.1万股 | $11.40亿 | 235.7万股 | +7.4万股+3.14% | 加仓 |
 亚马逊AMZN |
| 5.38% | 6.57% | $6.94亿 | 291.0万股 | $6.43亿 | 278.6万股 | +12.4万股+4.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.15% | 5.67% | $6.63亿 | 187.7万股 | $5.55亿 | 176.9万股 | +10.7万股+6.06% | 加仓 |
 谷歌AGOOGL |
| 4% | 4.65% | $5.15亿 | 144.0万股 | $4.55亿 | 145.3万股 | -1.2万股-0.85% | 减仓 |
 博通AVGO |
| 3.84% | 4.49% | $4.95亿 | 131.0万股 | $4.39亿 | 126.9万股 | +4.1万股+3.25% | 加仓 |
 美光科技MU |
| 2.99% | — | $3.86亿 | 33.4万股 | $0 | 0股 | +33.4万股 | 新买入 |
 特斯拉TSLA |
| 2.81% | 3.77% | $3.62亿 | 86.1万股 | $3.69亿 | 82.0万股 | +4.1万股+5.02% | 加仓 |
 礼来LLY |
| 2.32% | 2.61% | $2.99亿 | 24.9万股 | $2.55亿 | 23.8万股 | +1.2万股+4.93% | 加仓 |
 AMD超威AMD |
| 2.28% | 1.02% | $2.94亿 | 50.6万股 | $1.00亿 | 46.7万股 | +3.9万股+8.31% | 加仓 |
 摩根大通JPM |
| 2.24% | 2.86% | $2.89亿 | 88.3万股 | $2.79亿 | 86.7万股 | +1.5万股+1.78% | 加仓 |
 VisaV |
| 2.14% | 2.94% | $2.76亿 | 80.5万股 | $2.88亿 | 82.1万股 | -1.6万股-2.00% | 减仓 |
 应用材料AMAT |
| 2.03% | — | $2.62亿 | 36.2万股 | $0 | 0股 | +36.2万股 | 新买入 |
 WELLTOWER COMWELL |
| 1.88% | 1.8% | $2.43亿 | 107.0万股 | $1.77亿 | 95.1万股 | +11.8万股+12.45% | 加仓 |
 泛林集团LRCX |
| 1.8% | 1.19% | $2.32亿 | 53.6万股 | $1.16亿 | 67.8万股 | -14.2万股-20.99% | 减仓 |
 万事达MA |
| 1.54% | 2.38% | $1.98亿 | 38.5万股 | $2.32亿 | 40.7万股 | -2.2万股-5.38% | 减仓 |
 英特尔INTC |
| 1.45% | — | $1.87亿 | 134.2万股 | $0 | 0股 | +134.2万股 | 新买入 |
 斯伦贝谢SLB |
| 1.44% | — | $1.85亿 | 399.0万股 | $0 | 0股 | +399.0万股 | 新买入 |
 科磊KLAC |
| 1.37% | — | $1.76亿 | 58.4万股 | $0 | 0股 | +58.4万股 | 新买入 |
 好市多COST |
| 1.36% | 1.57% | $1.75亿 | 18.7万股 | $1.54亿 | 17.9万股 | +8,461股+4.74% | 加仓 |
 贝克休斯BKR |
| 1.35% | 2.3% | $1.74亿 | 314.2万股 | $2.25亿 | 493.5万股 | -179.3万股-36.34% | 减仓 |
| PPROLOGIS COMPLD |
| 1.24% | 1.46% | $1.59亿 | 117.5万股 | $1.43亿 | 112.3万股 | +5.2万股+4.62% | 加仓 |
 思科CSCO |
| 1.2% | — | $1.54亿 | 131.2万股 | $0 | 0股 | +131.2万股 | 新买入 |
| BBANK OF AMERBAC |
| 1.16% | 1.41% | $1.50亿 | 262.7万股 | $1.38亿 | 251.0万股 | +11.8万股+4.69% | 加仓 |
 艾伯维ABBV |
| 1.11% | 1.27% | $1.43亿 | 56.9万股 | $1.24亿 | 54.4万股 | +2.5万股+4.50% | 加仓 |
 默沙东MRK |
| 0.97% | 1.03% | $1.25亿 | 97.0万股 | $1.01亿 | 96.2万股 | +8,385股+0.87% | 加仓 |
 可口可乐KO |
| 0.95% | 1.03% | $1.22亿 | 150.6万股 | $1.01亿 | 144.3万股 | +6.2万股+4.32% | 加仓 |
 西部数据WDC |
| 0.93% | — | $1.20亿 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 PALO ALTOPANW |
| 0.93% | — | $1.20亿 | 35.1万股 | $0 | 0股 | +35.1万股 | 新买入 |
 宝洁PG |
| 0.89% | 1.39% | $1.14亿 | 78.0万股 | $1.36亿 | 95.2万股 | -17.3万股-18.13% | 减仓 |
 高盛GS |
| 0.87% | — | $1.13亿 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 家得宝HD |
| 0.87% | 1.16% | $1.12亿 | 31.7万股 | $1.13亿 | 32.9万股 | -1.2万股-3.73% | 减仓 |
 柯蒂斯怀特CW |
| 0.84% | — | $1.08亿 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
 联合健康UNH |
| 0.83% | 0.85% | $1.06亿 | 25.6万股 | $8,330.9万 | 25.2万股 | +3,656股+1.45% | 加仓 |
 摩根士丹利MS |
| 0.82% | — | $1.06亿 | 50.8万股 | $0 | 0股 | +50.8万股 | 新买入 |
 GE VernovaGEV |
| 0.82% | — | $1.05亿 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 NETFLIXNFLX |
| 0.81% | 1.3% | $1.05亿 | 146.6万股 | $1.27亿 | 135.9万股 | +10.7万股+7.84% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.81% | — | $1.04亿 | 46.6万股 | $0 | 0股 | +46.6万股 | 新买入 |
 TJXTJX |
| 0.8% | — | $1.03亿 | 67.7万股 | $0 | 0股 | +67.7万股 | 新买入 |
 安费诺APH |
| 0.8% | — | $1.02亿 | 58.1万股 | $0 | 0股 | +58.1万股 | 新买入 |
 德州仪器TXN |
| 0.78% | — | $1.01亿 | 33.8万股 | $0 | 0股 | +33.8万股 | 新买入 |
 威瑞森VZ |
| 0.78% | — | $1.00亿 | 237.3万股 | $0 | 0股 | +237.3万股 | 新买入 |
 AMGEN COMAMGN |
| 0.73% | — | $9,428.1万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 BOOKING COMBKNG |
| 0.66% | 1.19% | $8,533.4万 | 47.9万股 | $1.17亿 | 2.2万股 | +45.7万股+2,095.33% | 加仓 |
 ADPADP |
| 0.64% | 0.94% | $8,304.1万 | 37.1万股 | $9,165.5万 | 35.6万股 | +1.4万股+4.06% | 加仓 |
 帕兰提尔PLTR |
| 0.62% | 1.2% | $8,011.7万 | 68.7万股 | $1.17亿 | 65.9万股 | +2.8万股+4.27% | 加仓 |
 甲骨文ORCL |
| 0.58% | 0.99% | $7,517.7万 | 51.3万股 | $9,727.9万 | 49.9万股 | +1.4万股+2.78% | 加仓 |
 赛富时CRM |
| 0.53% | 1.05% | $6,781.4万 | 43.3万股 | $1.03亿 | 38.8万股 | +4.5万股+11.46% | 加仓 |
 标普全球SPGI |
| 0.49% | 0.94% | $6,272.8万 | 15.4万股 | $9,198.7万 | 17.6万股 | -2.2万股-12.50% | 减仓 |
