 英伟达NVDA |
| 5.11% | 5.3% | $5.25亿 | 262.2万股 | $4.66亿 | 267.2万股 | -5.0万股-1.86% | 减仓 |
 苹果AAPL |
| 4.47% | 4.64% | $4.59亿 | 158.7万股 | $4.08亿 | 160.9万股 | -2.2万股-1.34% | 减仓 |
 微软MSFT |
| 2.93% | 3.45% | $3.01亿 | 80.8万股 | $3.03亿 | 81.9万股 | -1.1万股-1.33% | 减仓 |
 亚马逊AMZN |
| 2.39% | 2.51% | $2.46亿 | 103.2万股 | $2.21亿 | 105.9万股 | -2.8万股-2.61% | 减仓 |
 谷歌AGOOGL |
| 2.26% | 2.13% | $2.32亿 | 65.0万股 | $1.88亿 | 65.2万股 | -1,900股-0.29% | 减仓 |
 博通AVGO |
| 1.93% | 1.85% | $1.98亿 | 52.4万股 | $1.63亿 | 52.7万股 | -2,910股-0.55% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.62% | $1.73亿 | 48.9万股 | $1.43亿 | 49.7万股 | -8,444股-1.70% | 减仓 |
| IiShares安硕信托LQD |
| 1.45% | 1.69% | $1.49亿 | 136.8万股 | $1.49亿 | 136.8万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.35% | 0.47% | $1.39亿 | 12.0万股 | $4,097.3万 | 12.1万股 | -952股-0.78% | 减仓 |
 Meta平台META |
| 1.25% | 1.52% | $1.28亿 | 22.8万股 | $1.34亿 | 23.4万股 | -5,686股-2.43% | 减仓 |
 特斯拉TSLA |
| 1.2% | 1.27% | $1.23亿 | 29.3万股 | $1.12亿 | 30.0万股 | -6,968股-2.32% | 减仓 |
 礼来LLY |
| 1% | 0.91% | $1.03亿 | 8.6万股 | $7,977.5万 | 8.7万股 | -936股-1.08% | 减仓 |
 摩根大通JPM |
| 0.97% | — | $9,923.9万 | 30.3万股 | $0 | 0股 | +30.3万股 | 新买入 |
 AMD超威AMD |
| 0.96% | 0.4% | $9,832.6万 | 16.9万股 | $3,521.4万 | 17.3万股 | -3,838股-2.22% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 1.06% | $9,449.9万 | 18.9万股 | $9,329.4万 | 19.5万股 | -5,835股-3.00% | 减仓 |
 强生JNJ |
| 0.68% | 0.76% | $6,960.7万 | 27.4万股 | $6,713.6万 | 27.5万股 | -578股-0.21% | 减仓 |
 泛林集团LRCX |
| 0.67% | 0.37% | $6,831.7万 | 15.8万股 | $3,277.9万 | 15.3万股 | +4,237股+2.76% | 加仓 |
 英特尔INTC |
| 0.66% | 0.25% | $6,750.9万 | 48.3万股 | $2,203.6万 | 49.9万股 | -1.6万股-3.18% | 减仓 |
 VisaV |
| 0.63% | 0.66% | $6,487.0万 | 18.9万股 | $5,780.0万 | 19.1万股 | -2,163股-1.13% | 减仓 |
 应用材料AMAT |
| 0.6% | 0.34% | $6,160.0万 | 8.5万股 | $3,004.5万 | 8.8万股 | -2,705股-3.08% | 减仓 |
 埃克森美孚XOM |
| 0.57% | 0.86% | $5,841.3万 | 42.7万股 | $7,539.9万 | 44.4万股 | -1.7万股-3.86% | 减仓 |
 卡特彼勒CAT |
| 0.56% | 0.44% | $5,748.9万 | 5.4万股 | $3,877.6万 | 5.5万股 | -748股-1.37% | 减仓 |
 沃尔玛WMT |
| 0.51% | 0.67% | $5,273.4万 | 46.6万股 | $5,932.7万 | 47.7万股 | -1.2万股-2.46% | 减仓 |
 艾伯维ABBV |
| 0.49% | 0.5% | $5,068.8万 | 20.1万股 | $4,371.1万 | 20.1万股 | +454股+0.23% | 加仓 |
 思科CSCO |
| 0.47% | 0.37% | $4,780.9万 | 40.7万股 | $3,260.3万 | 42.0万股 | -1.3万股-3.14% | 减仓 |
 万事达MA |
| 0.46% | 0.53% | $4,700.3万 | 9.2万股 | $4,628.5万 | 9.3万股 | -1,117股-1.21% | 减仓 |
 GE航空GE |
| 0.43% | 0.38% | $4,402.1万 | 11.8万股 | $3,301.0万 | 11.6万股 | +1,461股+1.26% | 加仓 |
 好市多COST |
| 0.42% | — | $4,348.5万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 科磊KLAC |
| 0.41% | 0.24% | $4,233.6万 | 14.0万股 | $2,129.8万 | 1.4万股 | +12.6万股+870.07% | 加仓 |
| SSANDISK COMSNDK |
| 0.38% | 0.13% | $3,942.4万 | 1.7万股 | $1,181.1万 | 1.9万股 | -1,251股-6.73% | 减仓 |
 联合健康UNH |
| 0.38% | 0.3% | $3,880.1万 | 9.3万股 | $2,602.3万 | 9.6万股 | -2,817股-2.93% | 减仓 |
| BBANK OF AMERBAC |
| 0.37% | 0.39% | $3,839.6万 | 67.4万股 | $3,440.8万 | 70.6万股 | -3.2万股-4.53% | 减仓 |
 安费诺APH |
| 0.37% | — | $3,801.1万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
 家得宝HD |
| 0.36% | 0.41% | $3,717.1万 | 10.5万股 | $3,646.2万 | 11.1万股 | -5,468股-4.93% | 减仓 |
 GE VernovaGEV |
| 0.36% | 0.31% | $3,650.4万 | 3.1万股 | $2,736.2万 | 3.1万股 | -275股-0.88% | 减仓 |
 宝洁PG |
| 0.34% | 0.41% | $3,521.0万 | 24.0万股 | $3,571.7万 | 24.7万股 | -7,166股-2.90% | 减仓 |
 高盛GS |
| 0.33% | 0.33% | $3,424.3万 | 3.4万股 | $2,865.9万 | 3.4万股 | -18股-0.05% | 减仓 |
 PALO ALTOPANW |
| 0.33% | 0.18% | $3,397.8万 | 10.0万股 | $1,579.4万 | 9.9万股 | +1,120股+1.14% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.33% | 0.34% | $3,364.1万 | 18.6万股 | $3,032.8万 | 18.3万股 | +2,524股+1.38% | 加仓 |
 雪佛龙CVX |
| 0.32% | — | $3,298.6万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 默沙东MRK |
| 0.32% | 0.36% | $3,264.9万 | 25.4万股 | $3,169.8万 | 26.4万股 | -9,439股-3.58% | 减仓 |
 可口可乐KO |
| 0.32% | 0.36% | $3,239.2万 | 39.9万股 | $3,125.9万 | 41.1万股 | -1.2万股-3.03% | 减仓 |
| IiShares安硕IEMG |
| 0.31% | 0.33% | $3,133.5万 | 37.8万股 | $2,929.5万 | 42.0万股 | -4.2万股-9.94% | 减仓 |
 NETFLIXNFLX |
| 0.3% | 0.49% | $3,107.0万 | 43.5万股 | $4,317.2万 | 44.9万股 | -1.4万股-3.09% | 减仓 |
 摩根士丹利MS |
| 0.3% | 0.27% | $3,046.7万 | 14.6万股 | $2,364.9万 | 14.4万股 | +2,044股+1.42% | 加仓 |
| OONTO INNOVATIONONTO |
| 0.3% | 0.19% | $3,034.3万 | 8.0万股 | $1,662.5万 | 8.1万股 | -893股-1.10% | 减仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.3% | 0.29% | $3,033.7万 | 9.0万股 | $2,542.3万 | 9.6万股 | -6,108股-6.37% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.3% | 0.32% | $3,030.3万 | 50.8万股 | $2,842.8万 | 52.6万股 | -1.8万股-3.48% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.29% | 0.27% | $2,958.1万 | 28.9万股 | $2,356.4万 | 30.0万股 | -1.0万股-3.48% | 减仓 |
| C花旗集团C |
| 0.29% | 0.26% | $2,952.5万 | 21.1万股 | $2,331.2万 | 20.6万股 | +5,395股+2.62% | 加仓 |
