 苹果AAPL |
| 3.81% | 4.8% | $5.07亿 | 175.0万股 | $7.24亿 | 285.5万股 | -110.4万股-38.68% | 减仓 |
 亚马逊AMZN |
| 3.61% | 3.99% | $4.81亿 | 201.8万股 | $6.03亿 | 289.4万股 | -87.7万股-30.28% | 减仓 |
 博通AVGO |
| 3.61% | 3.54% | $4.81亿 | 127.3万股 | $5.34亿 | 172.6万股 | -45.3万股-26.26% | 减仓 |
 英伟达NVDA |
| 3.57% | 5.07% | $4.75亿 | 237.3万股 | $7.66亿 | 439.4万股 | -202.1万股-45.99% | 减仓 |
 微软MSFT |
| 3.51% | 3.16% | $4.68亿 | 125.4万股 | $4.77亿 | 128.9万股 | -3.6万股-2.77% | 减仓 |
 美光科技MU |
| 2.85% | 0.97% | $3.79亿 | 32.9万股 | $1.46亿 | 43.2万股 | -10.4万股-24.01% | 减仓 |
 特斯拉TSLA |
| 2.59% | 2.75% | $3.45亿 | 81.9万股 | $4.16亿 | 111.9万股 | -30.0万股-26.81% | 减仓 |
 礼来LLY |
| 2.11% | 1.9% | $2.81亿 | 23.4万股 | $2.87亿 | 31.2万股 | -7.8万股-24.91% | 减仓 |
 AMD超威AMD |
| 2.07% | 0.85% | $2.76亿 | 47.5万股 | $1.28亿 | 62.9万股 | -15.4万股-24.45% | 减仓 |
 谷歌AGOOGL |
| 2.03% | 3.7% | $2.70亿 | 75.6万股 | $5.58亿 | 194.2万股 | -118.6万股-61.09% | 减仓 |
 摩根大通JPM |
| 1.92% | 1.24% | $2.56亿 | 78.2万股 | $1.87亿 | 63.6万股 | +14.5万股+22.80% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 3.13% | $2.12亿 | 60.0万股 | $4.73亿 | 164.7万股 | -104.7万股-63.57% | 减仓 |
 英特尔INTC |
| 1.34% | 0.49% | $1.79亿 | 128.0万股 | $7,467.4万 | 169.2万股 | -41.3万股-24.38% | 减仓 |
 强生JNJ |
| 1.34% | 1.51% | $1.78亿 | 70.2万股 | $2.27亿 | 93.0万股 | -22.9万股-24.58% | 减仓 |
 VisaV |
| 1.26% | 1.33% | $1.68亿 | 49.0万股 | $2.01亿 | 66.5万股 | -17.6万股-26.38% | 减仓 |
 应用材料AMAT |
| 1.26% | 0.71% | $1.67亿 | 23.1万股 | $1.07亿 | 31.4万股 | -8.3万股-26.44% | 减仓 |
 泛林集团LRCX |
| 1.18% | 0.7% | $1.58亿 | 36.4万股 | $1.06亿 | 49.7万股 | -13.3万股-26.74% | 减仓 |
 思科CSCO |
| 1.02% | 0.79% | $1.35亿 | 115.1万股 | $1.19亿 | 153.9万股 | -38.8万股-25.22% | 减仓 |
 艾伯维ABBV |
| 0.97% | 0.99% | $1.30亿 | 51.5万股 | $1.49亿 | 68.4万股 | -16.9万股-24.71% | 减仓 |
 万事达MA |
| 0.92% | 1.04% | $1.23亿 | 23.9万股 | $1.57亿 | 31.5万股 | -7.6万股-24.16% | 减仓 |
 好市多COST |
| 0.91% | 1.13% | $1.21亿 | 12.9万股 | $1.71亿 | 17.1万股 | -4.2万股-24.57% | 减仓 |
 科磊KLAC |
| 0.86% | 0.5% | $1.15亿 | 38.1万股 | $7,559.2万 | 5.1万股 | +33.0万股+642.89% | 加仓 |
| BBANK OF AMERBAC |
| 0.85% | 0.53% | $1.13亿 | 197.8万股 | $8,021.9万 | 164.6万股 | +33.2万股+20.20% | 加仓 |
 联合健康UNH |
| 0.83% | 0.63% | $1.10亿 | 26.4万股 | $9,577.1万 | 35.4万股 | -9.0万股-25.29% | 减仓 |
 家得宝HD |
| 0.77% | 0.84% | $1.02亿 | 29.0万股 | $1.26亿 | 38.5万股 | -9.4万股-24.55% | 减仓 |
 宝洁PG |
| 0.75% | 0.87% | $9,929.1万 | 67.7万股 | $1.31亿 | 90.7万股 | -23.0万股-25.36% | 减仓 |
 默沙东MRK |
| 0.7% | 0.78% | $9,257.4万 | 72.0万股 | $1.17亿 | 97.4万股 | -25.3万股-26.01% | 减仓 |
 GE VernovaGEV |
| 0.69% | 0.61% | $9,198.2万 | 7.8万股 | $9,260.8万 | 10.6万股 | -2.8万股-26.20% | 减仓 |
 可口可乐KO |
| 0.69% | 0.8% | $9,172.5万 | 112.9万股 | $1.20亿 | 158.2万股 | -45.3万股-28.65% | 减仓 |
 NETFLIXNFLX |
| 0.66% | 1.05% | $8,760.0万 | 122.7万股 | $1.59亿 | 165.5万股 | -42.8万股-25.87% | 减仓 |
 高盛GS |
| 0.65% | 0.4% | $8,692.6万 | 8.6万股 | $5,968.4万 | 7.1万股 | +1.5万股+21.83% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.63% | 0.34% | $8,429.4万 | 40.7万股 | $5,193.2万 | 32.2万股 | +8.5万股+26.37% | 加仓 |
 PALO ALTOPANW |
| 0.61% | 0.27% | $8,059.3万 | 23.6万股 | $4,080.6万 | 25.5万股 | -1.8万股-7.15% | 减仓 |
 德州仪器TXN |
| 0.59% | 0.45% | $7,907.0万 | 26.5万股 | $6,856.5万 | 35.3万股 | -8.8万股-24.89% | 减仓 |
| IIBMIBM |
| 0.58% | 0.58% | $7,684.5万 | 27.3万股 | $8,696.1万 | 35.9万股 | -8.6万股-23.83% | 减仓 |
 迈威尔MRVL |
| 0.56% | 0.22% | $7,399.9万 | 24.8万股 | $3,343.1万 | 33.8万股 | -8.9万股-26.40% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.55% | 0.67% | $7,378.8万 | 89.3万股 | $1.00亿 | 126.2万股 | -36.9万股-29.25% | 减仓 |
 甲骨文ORCL |
| 0.55% | 0.63% | $7,369.3万 | 50.3万股 | $9,576.1万 | 65.1万股 | -14.8万股-22.75% | 减仓 |
 摩根士丹利MS |
| 0.54% | 0.3% | $7,215.7万 | 34.5万股 | $4,533.6万 | 27.5万股 | +7.0万股+25.30% | 加仓 |
 林德LIN |
| 0.52% | 0.6% | $6,976.0万 | 13.4万股 | $9,068.8万 | 18.3万股 | -4.9万股-26.51% | 减仓 |
| C花旗集团C |
| 0.52% | 0.32% | $6,956.1万 | 49.7万股 | $4,861.9万 | 42.9万股 | +6.8万股+15.93% | 加仓 |
 西部数据WDC |
| 0.48% | 0.24% | $6,443.1万 | 10.1万股 | $3,594.1万 | 13.3万股 | -3.2万股-24.08% | 减仓 |
 安费诺APH |
| 0.47% | 0.39% | $6,316.9万 | 35.8万股 | $5,939.2万 | 47.0万股 | -11.2万股-23.78% | 减仓 |
 希捷STX |
| 0.46% | — | $6,147.1万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.44% | 0.25% | $5,860.1万 | 48.3万股 | $3,742.4万 | 40.2万股 | +8.1万股+20.05% | 加仓 |
| Q高通QCOM |
| 0.43% | 0.36% | $5,745.1万 | 31.1万股 | $5,475.7万 | 42.5万股 | -11.4万股-26.88% | 减仓 |
 AMGEN COMAMGN |
| 0.43% | 0.48% | $5,686.0万 | 15.7万股 | $7,319.1万 | 20.8万股 | -5.1万股-24.52% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.42% | 0.41% | $5,652.2万 | 14.2万股 | $6,124.6万 | 19.3万股 | -5.0万股-26.08% | 减仓 |
 麦当劳MCD |
| 0.42% | 0.57% | $5,595.4万 | 20.7万股 | $8,599.5万 | 27.7万股 | -7.0万股-25.19% | 减仓 |
 CrowdStrikeCRWD |
| 0.41% | 0.25% | $5,461.6万 | 7.2万股 | $3,719.3万 | 9.5万股 | -2.4万股-24.88% | 减仓 |
