 英伟达NVDA |
| 7.89% | 6.8% | $188.96亿 | 9,479.9万股 | $130.32亿 | 7,483.0万股 | +1,996.9万股+26.69% | 加仓 |
 微软MSFT |
| 5.41% | 5.65% | $129.45亿 | 3,471.9万股 | $108.20亿 | 2,926.9万股 | +545.0万股+18.62% | 加仓 |
 苹果AAPL |
| 4.91% | 5.14% | $117.63亿 | 4,064.2万股 | $98.46亿 | 3,879.8万股 | +184.4万股+4.75% | 加仓 |
 美光科技MU |
| 3.16% | 1.29% | $75.63亿 | 654.4万股 | $24.78亿 | 744.1万股 | -89.7万股-12.05% | 减仓 |
 谷歌AGOOGL |
| 3.1% | 3.51% | $74.17亿 | 2,075.6万股 | $67.30亿 | 2,345.2万股 | -269.6万股-11.50% | 减仓 |
 特斯拉TSLA |
| 3.03% | 2.09% | $72.55亿 | 1,730.8万股 | $40.08亿 | 1,077.2万股 | +653.6万股+60.67% | 加仓 |
 博通AVGO |
| 2.9% | 2.61% | $69.47亿 | 1,843.8万股 | $49.99亿 | 1,619.4万股 | +224.4万股+13.86% | 加仓 |
 亚马逊AMZN |
| 2.9% | 2.96% | $69.37亿 | 2,904.4万股 | $56.63亿 | 2,715.1万股 | +189.4万股+6.98% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.89% | 2.15% | $69.29亿 | 1,959.3万股 | $41.15亿 | 1,436.4万股 | +522.9万股+36.40% | 加仓 |
 Meta平台META |
| 2.48% | 3.16% | $59.46亿 | 1,060.1万股 | $60.53亿 | 1,061.9万股 | -1.8万股-0.17% | 减仓 |
 AMD超威AMD |
| 1.46% | 0.63% | $34.98亿 | 601.7万股 | $12.03亿 | 591.8万股 | +9.9万股+1.68% | 加仓 |
 礼来LLY |
| 1.08% | 0.92% | $25.94亿 | 215.6万股 | $17.69亿 | 192.5万股 | +23.2万股+12.04% | 加仓 |
 台积电TSM |
| 1.07% | 1.68% | $25.51亿 | 542.0万股 | $32.13亿 | 965.8万股 | -423.8万股-43.88% | 减仓 |
 摩根大通JPM |
| 1.02% | 1.06% | $24.47亿 | 746.2万股 | $20.37亿 | 692.9万股 | +53.3万股+7.70% | 加仓 |
 联合健康UNH |
| 1.02% | 1.36% | $24.36亿 | 584.8万股 | $25.96亿 | 960.8万股 | -376.0万股-39.14% | 减仓 |
 VisaV |
| 0.98% | 1.08% | $23.57亿 | 687.0万股 | $20.60亿 | 682.7万股 | +4.3万股+0.63% | 加仓 |
 强生JNJ |
| 0.96% | 1.13% | $22.99亿 | 904.7万股 | $21.73亿 | 889.3万股 | +15.4万股+1.74% | 加仓 |
 思科CSCO |
| 0.86% | 0.7% | $20.54亿 | 1,748.4万股 | $13.47亿 | 1,735.7万股 | +12.7万股+0.73% | 加仓 |
 英特尔INTC |
| 0.84% | 0.3% | $20.20亿 | 1,443.7万股 | $5.73亿 | 1,301.2万股 | +142.6万股+10.96% | 加仓 |
 应用材料AMAT |
| 0.73% | 0.42% | $17.41亿 | 240.1万股 | $8.13亿 | 238.7万股 | +1.5万股+0.62% | 加仓 |
 泛林集团LRCX |
| 0.72% | 0.38% | $17.30亿 | 399.6万股 | $7.37亿 | 345.7万股 | +53.9万股+15.59% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.84% | $17.05亿 | 341.3万股 | $16.09亿 | 335.9万股 | +5.3万股+1.59% | 加仓 |
 迈威尔MRVL |
| 0.69% | 0.1% | $16.45亿 | 555.5万股 | $1.84亿 | 186.0万股 | +369.5万股+198.65% | 加仓 |
 阿里巴巴BABA |
| 0.52% | 0.81% | $12.43亿 | 1,292.6万股 | $15.44亿 | 1,235.6万股 | +56.9万股+4.61% | 加仓 |
 科磊KLAC |
| 0.51% | 0.3% | $12.21亿 | 404.7万股 | $5.74亿 | 39.1万股 | +365.6万股+936.11% | 加仓 |
 好市多COST |
| 0.49% | 0.58% | $11.72亿 | 125.1万股 | $11.05亿 | 110.9万股 | +14.2万股+12.82% | 加仓 |
 西部数据WDC |
| 0.49% | 0.24% | $11.68亿 | 182.9万股 | $4.58亿 | 169.6万股 | +13.3万股+7.82% | 加仓 |
 艾伯维ABBV |
| 0.44% | 0.44% | $10.55亿 | 419.2万股 | $8.49亿 | 390.8万股 | +28.4万股+7.26% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.78% | $10.39亿 | 760.1万股 | $14.87亿 | 876.4万股 | -116.3万股-13.27% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.36% | $10.37亿 | 138.8万股 | $6.83亿 | 105.3万股 | +33.5万股+31.79% | 加仓 |
 默沙东MRK |
| 0.43% | 0.49% | $10.21亿 | 794.4万股 | $9.45亿 | 785.4万股 | +9.0万股+1.14% | 加仓 |
 家得宝HD |
| 0.43% | 0.55% | $10.21亿 | 289.5万股 | $10.52亿 | 319.9万股 | -30.3万股-9.48% | 减仓 |
 卡特彼勒CAT |
| 0.42% | 0.34% | $10.08亿 | 94.6万股 | $6.43亿 | 90.9万股 | +3.7万股+4.10% | 加仓 |
 沃尔玛WMT |
| 0.42% | 0.56% | $9.97亿 | 880.0万股 | $10.69亿 | 859.8万股 | +20.3万股+2.36% | 加仓 |
| BBANK OF AMERBAC |
| 0.42% | 0.42% | $9.97亿 | 1,745.7万股 | $8.04亿 | 1,652.6万股 | +93.1万股+5.63% | 加仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.47% | $9.56亿 | 129.7万股 | $8.97亿 | 155.8万股 | -26.1万股-16.77% | 减仓 |
| C花旗集团C |
| 0.39% | 0.33% | $9.36亿 | 666.8万股 | $6.41亿 | 566.2万股 | +100.6万股+17.76% | 加仓 |
| IIBMIBM |
| 0.37% | 0.33% | $8.91亿 | 317.3万股 | $6.30亿 | 260.3万股 | +57.0万股+21.90% | 加仓 |
 甲骨文ORCL |
| 0.37% | 0.39% | $8.80亿 | 599.5万股 | $7.55亿 | 515.5万股 | +84.0万股+16.29% | 加仓 |
 德州仪器TXN |
| 0.36% | 0.3% | $8.63亿 | 290.0万股 | $5.69亿 | 293.4万股 | -3.4万股-1.15% | 减仓 |
 万事达MA |
| 0.35% | 0.41% | $8.50亿 | 165.7万股 | $7.86亿 | 157.4万股 | +8.3万股+5.26% | 加仓 |
 GE VernovaGEV |
| 0.35% | 0.29% | $8.28亿 | 70.6万股 | $5.60亿 | 64.2万股 | +6.5万股+10.09% | 加仓 |
 宝洁PG |
| 0.34% | 0.42% | $8.21亿 | 560.5万股 | $7.98亿 | 553.1万股 | +7.4万股+1.34% | 加仓 |
 NETFLIXNFLX |
| 0.33% | 0.55% | $7.91亿 | 1,102.7万股 | $10.44亿 | 1,086.0万股 | +16.7万股+1.54% | 加仓 |
 高盛GS |
| 0.33% | 0.31% | $7.79亿 | 77.0万股 | $5.92亿 | 70.1万股 | +6.8万股+9.75% | 加仓 |
 可口可乐KO |
| 0.32% | 0.34% | $7.75亿 | 952.4万股 | $6.49亿 | 853.2万股 | +99.1万股+11.62% | 加仓 |
| Q高通QCOM |
| 0.32% | 0.32% | $7.61亿 | 411.7万股 | $6.14亿 | 477.4万股 | -65.7万股-13.76% | 减仓 |
 WELLTOWER COMWELL |
| 0.32% | 0.33% | $7.60亿 | 334.4万股 | $6.39亿 | 323.1万股 | +11.3万股+3.49% | 加仓 |
 摩根士丹利MS |
| 0.3% | 0.32% | $7.14亿 | 341.1万股 | $6.04亿 | 367.0万股 | -25.9万股-7.05% | 减仓 |
 GE航空GE |
| 0.3% | 0.28% | $7.13亿 | 191.0万股 | $5.35亿 | 188.7万股 | +2.4万股+1.25% | 加仓 |
