 英伟达NVDA |
| 6% | 6.54% | $7.00亿 | 359.2万股 | $6.16亿 | 373.1万股 | -13.9万股-3.74% | 减仓 |
 苹果AAPL |
| 5.78% | 6.28% | $6.75亿 | 239.4万股 | $5.92亿 | 239.9万股 | -4,651股-0.19% | 减仓 |
 微软MSFT |
| 3.96% | 4.34% | $4.61亿 | 125.2万股 | $4.09亿 | 113.8万股 | +11.4万股+9.98% | 加仓 |
 博通AVGO |
| 3.08% | 2.64% | $3.59亿 | 96.3万股 | $2.48亿 | 84.6万股 | +11.7万股+13.84% | 加仓 |
 谷歌AGOOGL |
| 2.98% | 2.57% | $3.48亿 | 98.4万股 | $2.43亿 | 88.7万股 | +9.7万股+10.91% | 加仓 |
 亚马逊AMZN |
| 2.71% | 2.28% | $3.16亿 | 131.5万股 | $2.15亿 | 107.0万股 | +24.5万股+22.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.52% | 2.32% | $2.94亿 | 83.6万股 | $2.19亿 | 80.1万股 | +3.5万股+4.40% | 加仓 |
 礼来LLY |
| 2.14% | 1.59% | $2.49亿 | 20.3万股 | $1.50亿 | 16.9万股 | +3.3万股+19.76% | 加仓 |
 美光科技MU |
| 1.96% | 0.85% | $2.28亿 | 19.9万股 | $8,002.8万 | 24.9万股 | -4.9万股-19.87% | 减仓 |
 Meta平台META |
| 1.87% | 1.95% | $2.18亿 | 38.7万股 | $1.84亿 | 34.3万股 | +4.4万股+12.89% | 加仓 |
 AMD超威AMD |
| 1.38% | 0.41% | $1.60亿 | 29.7万股 | $3,850.4万 | 19.6万股 | +10.1万股+51.39% | 加仓 |
 泛林集团LRCX |
| 1.23% | 0.87% | $1.44亿 | 35.0万股 | $8,223.5万 | 41.1万股 | -6.2万股-14.99% | 减仓 |
 卡特彼勒CAT |
| 1.21% | 0.8% | $1.41亿 | 13.6万股 | $7,577.5万 | 11.4万股 | +2.3万股+20.15% | 加仓 |
 VisaV |
| 1.09% | 0.98% | $1.28亿 | 37.4万股 | $9,247.3万 | 30.9万股 | +6.5万股+21.00% | 加仓 |
 特斯拉TSLA |
| 1.01% | 1.12% | $1.18亿 | 28.7万股 | $1.06亿 | 29.8万股 | -1.1万股-3.68% | 减仓 |
 好市多COST |
| 1.01% | 0.71% | $1.18亿 | 12.5万股 | $6,690.7万 | 6.7万股 | +5.8万股+85.99% | 加仓 |
 联合健康UNH |
| 0.98% | 0.18% | $1.14亿 | 27.2万股 | $1,673.7万 | 6.4万股 | +20.8万股+325.03% | 加仓 |
 GE航空GE |
| 0.96% | 0.68% | $1.12亿 | 30.1万股 | $6,421.5万 | 23.5万股 | +6.6万股+27.97% | 加仓 |
 可口可乐KO |
| 0.94% | 0.61% | $1.09亿 | 132.3万股 | $5,756.9万 | 75.5万股 | +56.8万股+75.25% | 加仓 |
 摩根大通JPM |
| 0.92% | 0.98% | $1.07亿 | 32.6万股 | $9,255.6万 | 32.6万股 | -162股-0.05% | 减仓 |
 强生JNJ |
| 0.88% | 1.06% | $1.03亿 | 39.7万股 | $9,957.5万 | 41.1万股 | -1.4万股-3.30% | 减仓 |
 沃尔玛WMT |
| 0.87% | 0.35% | $1.01亿 | 88.3万股 | $3,321.9万 | 26.9万股 | +61.4万股+228.26% | 加仓 |
 思科CSCO |
| 0.82% | 0.87% | $9,509.1万 | 80.8万股 | $8,213.5万 | 106.6万股 | -25.8万股-24.22% | 减仓 |
| C花旗集团C |
| 0.8% | 0.73% | $9,324.0万 | 65.4万股 | $6,903.6万 | 64.4万股 | +1.1万股+1.68% | 加仓 |
 阿斯利康AZN |
| 0.79% | — | $9,231.7万 | 48.7万股 | $0 | 0股 | +48.7万股 | 新买入 |
 应用材料AMAT |
| 0.77% | 0.44% | $8,990.6万 | 12.9万股 | $4,168.4万 | 12.9万股 | +424股+0.33% | 加仓 |
 WELLTOWER COMWELL |
| 0.63% | 0.42% | $7,381.1万 | 32.4万股 | $3,978.1万 | 20.4万股 | +12.0万股+59.12% | 加仓 |
 科磊KLAC |
| 0.62% | 0.45% | $7,228.3万 | 26.0万股 | $4,248.9万 | 3.1万股 | +22.9万股+744.87% | 加仓 |
 英特尔INTC |
| 0.62% | 0.12% | $7,215.2万 | 54.8万股 | $1,100.2万 | 26.7万股 | +28.1万股+105.08% | 加仓 |
 万事达MA |
| 0.62% | 0.81% | $7,186.0万 | 14.1万股 | $7,644.3万 | 15.5万股 | -1.4万股-8.88% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.61% | 0.57% | $7,139.8万 | 28.9万股 | $5,398.7万 | 28.0万股 | +9,277股+3.32% | 加仓 |
 默沙东MRK |
| 0.55% | 0.64% | $6,414.7万 | 49.6万股 | $6,067.8万 | 51.4万股 | -1.8万股-3.50% | 减仓 |
 Arista网络ANET |
| 0.54% | 0.86% | $6,338.9万 | 38.6万股 | $8,129.7万 | 70.0万股 | -31.4万股-44.82% | 减仓 |
 希捷STX |
| 0.52% | 0.08% | $6,099.1万 | 6.3万股 | $737.7万 | 2.0万股 | +4.3万股+209.39% | 加仓 |
 安费诺APH |
| 0.51% | 0.73% | $5,939.6万 | 35.7万股 | $6,838.1万 | 57.4万股 | -21.7万股-37.81% | 减仓 |
 通用汽车GM |
| 0.49% | 0.4% | $5,738.0万 | 74.2万股 | $3,814.0万 | 52.4万股 | +21.8万股+41.53% | 加仓 |
 GE VernovaGEV |
| 0.49% | 0.65% | $5,708.0万 | 5.2万股 | $6,102.0万 | 7.5万股 | -2.3万股-30.65% | 减仓 |
 瑞银UBS |
| 0.47% | 0.23% | $5,494.2万 | 111.1万股 | $2,173.9万 | 58.8万股 | +52.3万股+88.88% | 加仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.35% | $5,439.2万 | 94.0万股 | $3,321.3万 | 70.3万股 | +23.7万股+33.63% | 加仓 |
 优步UBER |
| 0.45% | 0.3% | $5,253.2万 | 69.6万股 | $2,847.6万 | 40.7万股 | +28.8万股+70.82% | 加仓 |
 西部数据WDC |
| 0.45% | 0.22% | $5,245.7万 | 8.0万股 | $2,092.0万 | 8.3万股 | -2,652股-3.19% | 减仓 |
 康明斯CMI |
| 0.44% | 0.02% | $5,155.6万 | 7.5万股 | $203.8万 | 3,982股 | +7.1万股+1,773.46% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 1.19% | $4,982.5万 | 36.6万股 | $1.12亿 | 65.2万股 | -28.5万股-43.80% | 减仓 |
 CVS健康CVS |
| 0.42% | 0.3% | $4,927.9万 | 47.6万股 | $2,835.3万 | 40.4万股 | +7.2万股+17.69% | 加仓 |
 CARRIER GLOBALCARR |
| 0.4% | 0.06% | $4,681.7万 | 63.8万股 | $526.7万 | 9.7万股 | +54.1万股+558.07% | 加仓 |
 NETFLIXNFLX |
| 0.4% | 0.91% | $4,651.0万 | 63.0万股 | $8,565.8万 | 92.1万股 | -29.1万股-31.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.45% | $4,641.9万 | 9.4万股 | $4,198.2万 | 8.8万股 | +5,139股+5.81% | 加仓 |
 帕兰提尔PLTR |
| 0.4% | 0.68% | $4,637.7万 | 40.1万股 | $6,406.4万 | 46.6万股 | -6.5万股-13.94% | 减仓 |
| AAPPLOVINAPP |
| 0.39% | 0.2% | $4,518.2万 | 9.1万股 | $1,888.4万 | 5.1万股 | +4.0万股+78.49% | 加仓 |
 希尔顿HLT |
| 0.37% | 0.44% | $4,307.7万 | 13.0万股 | $4,108.7万 | 13.9万股 | -9,328股-6.72% | 减仓 |
