 英伟达NVDA |
| 6.83% | 6.89% | $8.26亿 | 412.9万股 | $6.67亿 | 382.6万股 | +30.2万股+7.90% | 加仓 |
 苹果AAPL |
| 6.21% | 6.3% | $7.51亿 | 259.6万股 | $6.11亿 | 240.6万股 | +19.0万股+7.89% | 加仓 |
 微软MSFT |
| 3.95% | 4.51% | $4.78亿 | 128.1万股 | $4.37亿 | 118.2万股 | +9.9万股+8.40% | 加仓 |
 谷歌AGOOGL |
| 3.28% | 3.03% | $3.97亿 | 111.0万股 | $2.93亿 | 102.0万股 | +9.0万股+8.80% | 加仓 |
 亚马逊AMZN |
| 3.16% | 3.09% | $3.82亿 | 160.3万股 | $2.99亿 | 143.7万股 | +16.6万股+11.53% | 加仓 |
 博通AVGO |
| 2.67% | 2.51% | $3.23亿 | 85.5万股 | $2.43亿 | 78.5万股 | +7.0万股+8.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.52% | 2.32% | $3.04亿 | 86.1万股 | $2.25亿 | 78.5万股 | +7.6万股+9.71% | 加仓 |
 美光科技MU |
| 2.07% | 0.72% | $2.50亿 | 21.7万股 | $6,967.4万 | 20.6万股 | +1.0万股+5.04% | 加仓 |
 Meta平台META |
| 1.74% | 2.09% | $2.10亿 | 37.3万股 | $2.02亿 | 35.3万股 | +1.9万股+5.48% | 加仓 |
 特斯拉TSLA |
| 1.7% | 1.73% | $2.05亿 | 48.8万股 | $1.68亿 | 45.1万股 | +3.7万股+8.19% | 加仓 |
 礼来LLY |
| 1.45% | 1.27% | $1.75亿 | 14.6万股 | $1.23亿 | 13.4万股 | +1.3万股+9.55% | 加仓 |
 摩根大通JPM |
| 1.4% | 1.45% | $1.69亿 | 51.7万股 | $1.40亿 | 47.8万股 | +4.0万股+8.37% | 加仓 |
 AMD超威AMD |
| 1.38% | 0.52% | $1.66亿 | 28.6万股 | $5,062.3万 | 24.9万股 | +3.8万股+15.11% | 加仓 |
 应用材料AMAT |
| 1.29% | 0.69% | $1.56亿 | 21.6万股 | $6,678.3万 | 19.5万股 | +2.0万股+10.46% | 加仓 |
 泛林集团LRCX |
| 1% | 0.58% | $1.21亿 | 27.9万股 | $5,587.6万 | 26.2万股 | +1.7万股+6.63% | 加仓 |
 卡特彼勒CAT |
| 0.95% | 0.7% | $1.15亿 | 10.8万股 | $6,795.3万 | 9.6万股 | +1.2万股+12.65% | 加仓 |
 强生JNJ |
| 0.93% | 1.05% | $1.12亿 | 44.1万股 | $1.02亿 | 41.7万股 | +2.4万股+5.72% | 加仓 |
 VisaV |
| 0.88% | 0.87% | $1.07亿 | 31.1万股 | $8,472.4万 | 28.0万股 | +3.0万股+10.77% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 1.02% | $1.04亿 | 20.7万股 | $9,893.0万 | 20.6万股 | +940股+0.46% | 加仓 |
 沃尔玛WMT |
| 0.82% | 1.07% | $9,908.0万 | 87.5万股 | $1.04亿 | 83.4万股 | +4.1万股+4.89% | 加仓 |
 英特尔INTC |
| 0.75% | 0.22% | $9,074.4万 | 65.0万股 | $2,142.7万 | 48.6万股 | +16.4万股+33.85% | 加仓 |
 好市多COST |
| 0.71% | 0.85% | $8,534.2万 | 9.1万股 | $8,212.5万 | 8.2万股 | +8,810股+10.69% | 加仓 |
 思科CSCO |
| 0.69% | 0.54% | $8,378.3万 | 71.3万股 | $5,205.6万 | 67.1万股 | +4.2万股+6.32% | 加仓 |
 GE航空GE |
| 0.66% | 0.57% | $8,013.4万 | 21.4万股 | $5,540.9万 | 19.5万股 | +1.9万股+9.81% | 加仓 |
 艾伯维ABBV |
| 0.63% | 0.62% | $7,574.5万 | 30.1万股 | $6,019.3万 | 27.7万股 | +2.4万股+8.76% | 加仓 |
 高盛GS |
| 0.62% | 0.57% | $7,437.3万 | 7.4万股 | $5,497.0万 | 6.5万股 | +8,560股+13.17% | 加仓 |
 万事达MA |
| 0.57% | 0.65% | $6,913.1万 | 13.5万股 | $6,310.1万 | 12.6万股 | +8,314股+6.58% | 加仓 |
| V先锋领航指数基金VV |
| 0.54% | 0.55% | $6,522.6万 | 19.0万股 | $5,305.0万 | 17.8万股 | +1.2万股+6.84% | 加仓 |
 安费诺APH |
| 0.52% | 0.46% | $6,307.7万 | 35.8万股 | $4,438.2万 | 35.1万股 | +6,476股+1.84% | 加仓 |
 NETFLIXNFLX |
| 0.51% | 0.82% | $6,148.5万 | 86.1万股 | $7,955.4万 | 82.7万股 | +3.4万股+4.08% | 加仓 |
 家得宝HD |
| 0.5% | 0.55% | $6,097.0万 | 17.3万股 | $5,315.5万 | 16.2万股 | +1.1万股+6.96% | 加仓 |
| V先锋领航指数基金VOO |
| 0.49% | 0.49% | $5,967.7万 | 8.7万股 | $4,767.7万 | 8.0万股 | +7,103股+8.90% | 加仓 |
 科磊KLAC |
| 0.49% | 0.15% | $5,922.4万 | 19.6万股 | $1,445.9万 | 9,820股 | +18.6万股+1,898.93% | 加仓 |
 台积电TSM |
| 0.49% | 0.36% | $5,879.3万 | 12.3万股 | $3,521.4万 | 10.4万股 | +1.9万股+18.15% | 加仓 |
 摩根士丹利MS |
| 0.48% | 0.42% | $5,845.2万 | 28.0万股 | $4,107.9万 | 25.0万股 | +3.0万股+12.02% | 加仓 |
 联合健康UNH |
| 0.47% | 0.32% | $5,646.7万 | 13.6万股 | $3,110.2万 | 11.5万股 | +2.1万股+18.20% | 加仓 |
| C花旗集团C |
| 0.47% | 0.44% | $5,634.9万 | 40.3万股 | $4,271.2万 | 37.7万股 | +2.6万股+6.90% | 加仓 |
 西部数据WDC |
| 0.46% | 0.18% | $5,564.7万 | 8.7万股 | $1,779.4万 | 6.6万股 | +2.1万股+32.43% | 加仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.45% | $5,529.0万 | 97.0万股 | $4,323.9万 | 88.7万股 | +8.3万股+9.40% | 加仓 |
 默沙东MRK |
| 0.46% | 0.62% | $5,512.6万 | 42.9万股 | $6,011.3万 | 50.0万股 | -7.1万股-14.16% | 减仓 |
 宝洁PG |
| 0.45% | 0.51% | $5,430.1万 | 37.0万股 | $4,943.5万 | 34.2万股 | +2.8万股+8.20% | 加仓 |
 阿斯麦ASML |
| 0.43% | 0.32% | $5,205.7万 | 2.6万股 | $3,071.5万 | 2.3万股 | +2,913股+12.53% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.33% | $5,127.5万 | 4.4万股 | $3,159.4万 | 3.6万股 | +7,449股+20.58% | 加仓 |
 TJXTJX |
| 0.41% | 0.5% | $4,906.0万 | 32.4万股 | $4,843.9万 | 30.3万股 | +2.1万股+6.76% | 加仓 |
| IIBMIBM |
| 0.4% | 0.41% | $4,856.2万 | 17.3万股 | $3,928.2万 | 16.2万股 | +1.1万股+6.56% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.4% | 0.46% | $4,818.6万 | 58.3万股 | $4,441.9万 | 55.8万股 | +2.5万股+4.50% | 加仓 |
 雪佛龙CVX |
| 0.38% | 0.66% | $4,614.3万 | 27.8万股 | $6,401.5万 | 30.9万股 | -3.1万股-10.03% | 减仓 |
 帕兰提尔PLTR |
| 0.37% | 0.55% | $4,512.8万 | 38.7万股 | $5,366.6万 | 36.7万股 | +2.0万股+5.43% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.37% | 0.4% | $4,454.4万 | 24.6万股 | $3,913.7万 | 23.7万股 | +9,513股+4.02% | 加仓 |
 甲骨文ORCL |
| 0.36% | 0.4% | $4,397.3万 | 30.0万股 | $3,908.1万 | 26.6万股 | +3.4万股+12.95% | 加仓 |
