 苹果AAPL |
| 5.19% | 5.13% | $2.22亿 | 76.7万股 | $1.79亿 | 70.5万股 | +6.2万股+8.76% | 加仓 |
 英伟达NVDA |
| 4.97% | 5.69% | $2.13亿 | 106.2万股 | $1.99亿 | 113.9万股 | -7.7万股-6.76% | 减仓 |
 微软MSFT |
| 3.41% | 4.14% | $1.46亿 | 39.1万股 | $1.44亿 | 39.0万股 | +735股+0.19% | 加仓 |
 亚马逊AMZN |
| 2.96% | 3.19% | $1.27亿 | 53.1万股 | $1.11亿 | 53.4万股 | -3,267股-0.61% | 减仓 |
 谷歌AGOOGL |
| 2.66% | 2.52% | $1.14亿 | 31.8万股 | $8,786.7万 | 30.6万股 | +1.3万股+4.09% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 2.63% | — | $1.13亿 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
 博通AVGO |
| 2.23% | 2.42% | $9,532.9万 | 25.2万股 | $8,455.3万 | 27.3万股 | -2.1万股-7.62% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.14% | 2.2% | $9,159.2万 | 25.9万股 | $7,694.8万 | 26.8万股 | -9,015股-3.36% | 减仓 |
 美光科技MU |
| 1.62% | 0.46% | $6,926.9万 | 6.0万股 | $1,610.9万 | 4.8万股 | +1.2万股+25.85% | 加仓 |
 特斯拉TSLA |
| 1.38% | 1.27% | $5,900.8万 | 14.0万股 | $4,434.2万 | 11.9万股 | +2.1万股+17.62% | 加仓 |
 礼来LLY |
| 1.34% | 1.07% | $5,729.4万 | 4.8万股 | $3,720.2万 | 4.0万股 | +7,321股+18.10% | 加仓 |
 AMD超威AMD |
| 1.34% | 0.53% | $5,725.6万 | 9.9万股 | $1,835.2万 | 9.0万股 | +8,349股+9.25% | 加仓 |
 Meta平台META |
| 1.23% | 1.55% | $5,244.5万 | 9.3万股 | $5,395.0万 | 9.4万股 | -1,193股-1.27% | 减仓 |
 应用材料AMAT |
| 1.18% | 0.35% | $5,067.9万 | 7.0万股 | $1,238.0万 | 3.6万股 | +3.4万股+93.52% | 加仓 |
 思科CSCO |
| 1.11% | 1.02% | $4,751.9万 | 40.5万股 | $3,555.5万 | 45.8万股 | -5.4万股-11.72% | 减仓 |
 摩根大通JPM |
| 1.08% | 1.29% | $4,635.3万 | 14.2万股 | $4,514.6万 | 15.3万股 | -1.2万股-7.73% | 减仓 |
 科磊KLAC |
| 1.04% | 0.67% | $4,453.4万 | 14.8万股 | $2,351.7万 | 1.6万股 | +13.2万股+824.15% | 加仓 |
 强生JNJ |
| 1.03% | 1.16% | $4,420.6万 | 17.4万股 | $4,040.4万 | 16.5万股 | +8,767股+5.30% | 加仓 |
 泛林集团LRCX |
| 1.03% | 0.77% | $4,401.9万 | 10.2万股 | $2,702.7万 | 12.6万股 | -2.5万股-19.70% | 减仓 |
 沃尔玛WMT |
| 1.03% | 1.25% | $4,399.5万 | 38.8万股 | $4,363.0万 | 35.1万股 | +3.7万股+10.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.15% | $4,398.4万 | 8.8万股 | $4,018.6万 | 8.4万股 | +4,038股+4.82% | 加仓 |
 埃克森美孚XOM |
| 0.99% | 1.51% | $4,221.2万 | 30.9万股 | $5,272.9万 | 31.1万股 | -2,045股-0.66% | 减仓 |
 VisaV |
| 0.93% | 0.93% | $3,973.4万 | 11.6万股 | $3,248.1万 | 10.7万股 | +8,344股+7.76% | 加仓 |
| SSPDR黄金信托GLD |
| 0.91% | — | $3,909.9万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
 VanEck ETF信托SMH |
| 0.88% | — | $3,780.0万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 卡特彼勒CAT |
| 0.83% | 0.65% | $3,569.2万 | 3.4万股 | $2,273.4万 | 3.2万股 | +1,427股+4.45% | 加仓 |
 可口可乐KO |
| 0.83% | 0.81% | $3,548.8万 | 43.7万股 | $2,842.7万 | 37.4万股 | +6.3万股+16.82% | 加仓 |
 默沙东MRK |
| 0.83% | 0.93% | $3,531.1万 | 27.5万股 | $3,253.4万 | 27.0万股 | +4,330股+1.60% | 加仓 |
 TJXTJX |
| 0.8% | 1.15% | $3,439.7万 | 22.7万股 | $4,002.8万 | 25.1万股 | -2.4万股-9.42% | 减仓 |
 英特尔INTC |
| 0.74% | 0.24% | $3,166.5万 | 22.7万股 | $821.8万 | 18.6万股 | +4.1万股+21.77% | 加仓 |
 宝洁PG |
| 0.68% | 0.78% | $2,926.3万 | 20.0万股 | $2,718.6万 | 18.8万股 | +1.1万股+6.03% | 加仓 |
 高盛GS |
| 0.68% | 0.69% | $2,888.6万 | 2.9万股 | $2,398.4万 | 2.8万股 | +211股+0.74% | 加仓 |
 艾伯维ABBV |
| 0.67% | 0.87% | $2,857.8万 | 11.4万股 | $3,027.4万 | 13.9万股 | -2.6万股-18.41% | 减仓 |
 联合健康UNH |
| 0.65% | 0.27% | $2,766.4万 | 6.7万股 | $936.9万 | 3.5万股 | +3.2万股+92.23% | 加仓 |
 GE航空GE |
| 0.64% | 0.48% | $2,720.8万 | 7.3万股 | $1,666.3万 | 5.9万股 | +1.4万股+23.98% | 加仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.64% | $2,658.4万 | 46.7万股 | $2,240.8万 | 46.0万股 | +6,903股+1.50% | 加仓 |
 安费诺APH |
| 0.61% | 0.64% | $2,626.4万 | 14.9万股 | $2,225.8万 | 17.6万股 | -2.7万股-15.45% | 减仓 |
 林德LIN |
| 0.59% | 0.63% | $2,530.0万 | 4.9万股 | $2,199.9万 | 4.4万股 | +4,378股+9.87% | 加仓 |
 摩根士丹利MS |
| 0.58% | 0.6% | $2,466.0万 | 11.8万股 | $2,077.4万 | 12.6万股 | -8,266股-6.55% | 减仓 |
 好市多COST |
| 0.57% | 0.65% | $2,445.9万 | 2.6万股 | $2,274.8万 | 2.3万股 | +3,316股+14.52% | 加仓 |
| IiShares安硕信托LQD |
| 0.57% | — | $2,443.2万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 CHUBB LIMITEDCB |
| 0.54% | 0.58% | $2,321.5万 | 6.8万股 | $2,015.2万 | 6.2万股 | +6,300股+10.19% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.54% | 0.78% | $2,320.7万 | 18.4万股 | $2,721.7万 | 19.5万股 | -1.2万股-5.94% | 减仓 |
 麦当劳MCD |
| 0.54% | 0.7% | $2,313.6万 | 8.6万股 | $2,452.6万 | 7.9万股 | +6,677股+8.46% | 加仓 |
 GE VernovaGEV |
| 0.54% | 0.65% | $2,294.1万 | 2.0万股 | $2,263.9万 | 2.6万股 | -6,408股-24.71% | 减仓 |
| IIBMIBM |
| 0.5% | 0.64% | $2,153.3万 | 7.7万股 | $2,230.2万 | 9.2万股 | -1.5万股-16.78% | 减仓 |
| C花旗集团C |
| 0.47% | 0.47% | $2,021.9万 | 14.4万股 | $1,649.1万 | 14.5万股 | -947股-0.65% | 减仓 |
 迈威尔MRVL |
| 0.45% | 0.11% | $1,927.4万 | 6.5万股 | $390.7万 | 3.9万股 | +2.5万股+64.02% | 加仓 |
 威瑞森VZ |
| 0.45% | 0.61% | $1,920.6万 | 45.4万股 | $2,119.9万 | 42.2万股 | +3.1万股+7.42% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.45% | 0.22% | $1,905.5万 | 4.8万股 | $760.3万 | 2.4万股 | +2.4万股+100.74% | 加仓 |
