 英伟达NVDA |
| 2.61% | 2.5% | $74.83亿 | 3,782.3万股 | $54.63亿 | 3,211.8万股 | +570.6万股+17.76% | 加仓 |
 苹果AAPL |
| 1.75% | 1.66% | $50.10亿 | 1,756.1万股 | $36.31亿 | 1,459.4万股 | +296.7万股+20.33% | 加仓 |
 美光科技MU |
| 1.54% | 0.67% | $44.25亿 | 383.4万股 | $14.73亿 | 452.3万股 | -69.0万股-15.25% | 减仓 |
 微软MSFT |
| 1.49% | 1.69% | $42.63亿 | 1,147.3万股 | $36.84亿 | 1,003.6万股 | +143.7万股+14.32% | 加仓 |
 亚马逊AMZN |
| 0.99% | 0.9% | $28.42亿 | 1,192.4万股 | $19.58亿 | 946.9万股 | +245.6万股+25.93% | 加仓 |
 博通AVGO |
| 0.88% | 0.85% | $25.17亿 | 668.4万股 | $18.67亿 | 618.6万股 | +49.8万股+8.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.68% | $22.43亿 | 634.8万股 | $14.95亿 | 521.2万股 | +113.6万股+21.79% | 加仓 |
 谷歌AGOOGL |
| 0.73% | 0.74% | $21.07亿 | 599.2万股 | $16.15亿 | 577.0万股 | +22.2万股+3.84% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.73% | 0.68% | $20.85亿 | 105.9万股 | $14.90亿 | 111.6万股 | -5.7万股-5.13% | 减仓 |
 西部数据WDC |
| 0.65% | 0.42% | $18.78亿 | 294.1万股 | $9.13亿 | 346.0万股 | -51.9万股-14.99% | 减仓 |
 CENTENE DEL COMCNC |
| 0.64% | 0.5% | $18.41亿 | 2,867.9万股 | $10.91亿 | 3,361.4万股 | -493.5万股-14.68% | 减仓 |
 GE VernovaGEV |
| 0.6% | 0.58% | $17.09亿 | 152.2万股 | $12.66亿 | 148.1万股 | +4.1万股+2.75% | 加仓 |
 百时美施贵宝BMY |
| 0.55% | 0.82% | $15.76亿 | 2,735.7万股 | $17.97亿 | 2,963.1万股 | -227.4万股-7.67% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.53% | 0.46% | $15.20亿 | 1,062.4万股 | $9.97亿 | 800.0万股 | +262.4万股+32.80% | 加仓 |
 泛林集团LRCX |
| 0.53% | 0.33% | $15.10亿 | 348.5万股 | $7.24亿 | 345.2万股 | +3.3万股+0.96% | 加仓 |
 英特尔INTC |
| 0.51% | 0.22% | $14.74亿 | 1,074.3万股 | $4.87亿 | 1,147.0万股 | -72.8万股-6.34% | 减仓 |
 太平洋煤电PCG |
| 0.51% | 0.69% | $14.51亿 | 8,628.4万股 | $15.01亿 | 8,623.5万股 | +4.9万股+0.06% | 加仓 |
 GE航空GE |
| 0.49% | 0.51% | $13.98亿 | 374.1万股 | $11.04亿 | 394.8万股 | -20.7万股-5.24% | 减仓 |
 爱迪生国际EIX |
| 0.49% | 0.69% | $13.92亿 | 1,869.4万股 | $15.05亿 | 2,083.9万股 | -214.5万股-10.29% | 减仓 |
 CHUBB LIMITEDCB |
| 0.48% | 0.57% | $13.64亿 | 400.3万股 | $12.50亿 | 384.1万股 | +16.2万股+4.23% | 加仓 |
 飞塔FTNT |
| 0.46% | 0.29% | $13.32亿 | 867.4万股 | $6.28亿 | 777.2万股 | +90.2万股+11.60% | 加仓 |
 威瑞信VRSN |
| 0.43% | 0.43% | $12.45亿 | 495.0万股 | $9.32亿 | 375.2万股 | +119.7万股+31.91% | 加仓 |
 礼来LLY |
| 0.43% | 0.36% | $12.42亿 | 103.6万股 | $7.86亿 | 85.5万股 | +18.0万股+21.06% | 加仓 |
 特斯拉TSLA |
| 0.43% | 0.38% | $12.39亿 | 300.8万股 | $8.23亿 | 226.0万股 | +74.9万股+33.13% | 加仓 |
 Meta平台META |
| 0.42% | 0.48% | $12.06亿 | 216.8万股 | $10.43亿 | 187.2万股 | +29.6万股+15.83% | 加仓 |
 希捷STX |
| 0.42% | 0.18% | $12.02亿 | 124.5万股 | $3.84亿 | 100.1万股 | +24.4万股+24.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.36% | $11.91亿 | 238.0万股 | $7.87亿 | 164.2万股 | +73.8万股+44.92% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.41% | 0.39% | $11.85亿 | 415.6万股 | $8.47亿 | 405.1万股 | +10.5万股+2.60% | 加仓 |
 好市多COST |
| 0.41% | 0.47% | $11.73亿 | 125.4万股 | $10.24亿 | 102.8万股 | +22.6万股+22.00% | 加仓 |
| TTERADYNETER |
| 0.4% | 0.29% | $11.44亿 | 241.7万股 | $6.30亿 | 218.3万股 | +23.3万股+10.69% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.39% | 0.34% | $11.13亿 | 443.1万股 | $7.41亿 | 491.3万股 | -48.2万股-9.81% | 减仓 |
 通用汽车GM |
| 0.38% | 0.47% | $10.76亿 | 1,397.7万股 | $10.29亿 | 1,389.3万股 | +8.5万股+0.61% | 加仓 |
 第一资本COF |
| 0.37% | 0.3% | $10.58亿 | 527.1万股 | $6.56亿 | 361.4万股 | +165.8万股+45.87% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.36% | 0.42% | $10.40亿 | 422.4万股 | $9.14亿 | 444.1万股 | -21.7万股-4.88% | 减仓 |
 默沙东MRK |
| 0.36% | 0.48% | $10.39亿 | 813.4万股 | $10.38亿 | 862.8万股 | -49.4万股-5.73% | 减仓 |
 Arista网络ANET |
| 0.35% | 0.44% | $10.03亿 | 593.2万股 | $9.50亿 | 795.1万股 | -201.9万股-25.39% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.34% | 0.56% | $9.72亿 | 1,468.6万股 | $12.31亿 | 1,780.9万股 | -312.3万股-17.54% | 减仓 |
 TJXTJX |
| 0.34% | 0.44% | $9.71亿 | 648.3万股 | $9.52亿 | 604.1万股 | +44.2万股+7.31% | 加仓 |
 VIKING ORD SHSVIK |
| 0.34% | 0.24% | $9.67亿 | 929.4万股 | $5.34亿 | 750.6万股 | +178.8万股+23.82% | 加仓 |
| SSANDISK COMSNDK |
| 0.34% | 0.19% | $9.65亿 | 44.5万股 | $4.20亿 | 69.4万股 | -24.9万股-35.82% | 减仓 |
 TRAVELERS COSTRV |
| 0.33% | 0.33% | $9.37亿 | 283.8万股 | $7.17亿 | 245.8万股 | +37.9万股+15.43% | 加仓 |
 AMD超威AMD |
| 0.33% | 0.09% | $9.37亿 | 168.1万股 | $1.97亿 | 98.1万股 | +70.0万股+71.41% | 加仓 |
 摩根大通JPM |
| 0.32% | 0.22% | $9.30亿 | 284.2万股 | $4.73亿 | 163.0万股 | +121.2万股+74.37% | 加仓 |
 雪佛龙CVX |
| 0.32% | 0.14% | $9.12亿 | 550.2万股 | $3.09亿 | 149.3万股 | +401.0万股+268.60% | 加仓 |
 BOOKING COMBKNG |
| 0.32% | 0.6% | $9.09亿 | 510.1万股 | $13.21亿 | 31.9万股 | +478.2万股+1,501.22% | 加仓 |
| NNUTANIXNTNX |
| 0.31% | 0.26% | $9.01亿 | 1,777.9万股 | $5.76亿 | 1,515.5万股 | +262.4万股+17.32% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.31% | 0.13% | $9.00亿 | 145.9万股 | $2.85亿 | 72.4万股 | +73.5万股+101.46% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.31% | 0.1% | $8.88亿 | 1,075.0万股 | $2.27亿 | 287.4万股 | +787.6万股+274.04% | 加仓 |
 康明斯CMI |
| 0.31% | 0.23% | $8.85亿 | 126.3万股 | $5.11亿 | 96.7万股 | +29.6万股+30.58% | 加仓 |
 VertivVRT |
| 0.3% | 0.3% | $8.58亿 | 268.7万股 | $6.55亿 | 267.3万股 | +1.4万股+0.52% | 加仓 |
