 微软MSFT |
| 5.56% | 20.47% | $3.78亿 | 101.3万股 | $14.72亿 | 102.2万股 | -8,452股-0.83% | 减仓 |
 谷歌AGOOGL |
| 5.5% | 4.24% | $3.74亿 | 107.5万股 | $3.05亿 | 117.1万股 | -9.6万股-8.19% | 减仓 |
 英伟达NVDA |
| 5.48% | 4.54% | $3.73亿 | 196.1万股 | $3.26亿 | 197.7万股 | -1.6万股-0.83% | 减仓 |
 苹果AAPL |
| 5.29% | 3.9% | $3.59亿 | 127.8万股 | $2.81亿 | 113.6万股 | +14.2万股+12.53% | 加仓 |
 亚马逊AMZN |
| 4.28% | 3.36% | $2.91亿 | 132.6万股 | $2.41亿 | 134.3万股 | -1.8万股-1.32% | 减仓 |
 台积电TSM |
| 3.44% | 2.63% | $2.34亿 | 55.1万股 | $1.89亿 | 62.4万股 | -7.3万股-11.72% | 减仓 |
 博通AVGO |
| 3.38% | 2.76% | $2.30亿 | 59.6万股 | $1.98亿 | 64.8万股 | -5.2万股-8.03% | 减仓 |
 VisaV |
| 2.76% | 2.16% | $1.87亿 | 53.6万股 | $1.56亿 | 51.1万股 | +2.5万股+4.80% | 加仓 |
 摩根大通JPM |
| 2.65% | 2.11% | $1.80亿 | 57.0万股 | $1.52亿 | 56.4万股 | +5,861股+1.04% | 加仓 |
 Meta平台META |
| 2.42% | 2.13% | $1.65亿 | 28.7万股 | $1.53亿 | 27.5万股 | +1.2万股+4.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.27% | 1.99% | $1.54亿 | 48.2万股 | $1.43亿 | 56.1万股 | -7.9万股-14.12% | 减仓 |
 礼来LLY |
| 1.9% | 1.27% | $1.29亿 | 10.5万股 | $9,101.3万 | 10.1万股 | +3,612股+3.57% | 加仓 |
 应用材料AMAT |
| 1.75% | 3.12% | $1.19亿 | 16.4万股 | $2.25亿 | 15.7万股 | +7,621股+4.86% | 加仓 |
 高盛GS |
| 1.72% | 1.09% | $1.17亿 | 12.5万股 | $7,825.5万 | 10.2万股 | +2.4万股+23.23% | 加仓 |
 美光科技MU |
| 1.55% | 0.57% | $1.05亿 | 9.9万股 | $4,072.9万 | 12.8万股 | -2.9万股-22.91% | 减仓 |
 QUANTA SVCSPWR |
| 1.43% | 0.88% | $9,738.1万 | 14.0万股 | $6,307.3万 | 11.7万股 | +2.3万股+19.97% | 加仓 |
| N新纪元能源NEE |
| 1.3% | 0.89% | $8,822.6万 | 102.1万股 | $6,368.0万 | 71.1万股 | +31.0万股+43.64% | 加仓 |
 可口可乐KO |
| 1.29% | 0.66% | $8,743.6万 | 94.6万股 | $4,719.4万 | 51.5万股 | +43.0万股+83.48% | 加仓 |
 艾伯维ABBV |
| 1.27% | 1.01% | $8,621.1万 | 37.1万股 | $7,299.6万 | 37.6万股 | -5,393股-1.43% | 减仓 |
 派克汉尼汾PH |
| 1.16% | 0.86% | $7,895.8万 | 8.1万股 | $6,182.1万 | 6.7万股 | +1.5万股+22.14% | 加仓 |
 沃尔玛WMT |
| 1.1% | 0.74% | $7,495.4万 | 61.5万股 | $5,353.1万 | 38.4万股 | +23.1万股+60.27% | 加仓 |
 卡特彼勒CAT |
| 1.06% | 0.52% | $7,233.8万 | 6.5万股 | $3,729.1万 | 5.3万股 | +1.2万股+23.41% | 加仓 |
 AMD超威AMD |
| 1.02% | 0.31% | $6,905.6万 | 14.5万股 | $2,229.7万 | 12.4万股 | +2.1万股+16.81% | 加仓 |
 NETFLIXNFLX |
| 1% | 1.02% | $6,807.4万 | 92.1万股 | $7,371.4万 | 78.4万股 | +13.7万股+17.51% | 加仓 |
 PALO ALTOPANW |
| 0.95% | 0.66% | $6,486.0万 | 21.3万股 | $4,712.8万 | 33.6万股 | -12.3万股-36.60% | 减仓 |
 思科CSCO |
| 0.87% | 1.29% | $5,912.0万 | 50.5万股 | $9,246.4万 | 56.7万股 | -6.2万股-10.90% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.61% | $5,452.9万 | 7.2万股 | $4,410.4万 | 6.9万股 | +2,721股+3.95% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.69% | 0.71% | $4,686.7万 | 22.3万股 | $5,090.3万 | 23.4万股 | -1.2万股-5.05% | 减仓 |
 强生JNJ |
| 0.69% | 0.6% | $4,663.3万 | 14.1万股 | $4,319.9万 | 13.8万股 | +3,129股+2.28% | 加仓 |
 MCKESSON COMMCK |
| 0.66% | 0.46% | $4,511.0万 | 6.7万股 | $3,288.2万 | 4.0万股 | +2.7万股+66.65% | 加仓 |
 雪佛龙CVX |
| 0.64% | 0.97% | $4,334.7万 | 25.8万股 | $6,976.2万 | 34.6万股 | -8.9万股-25.57% | 减仓 |
 BOOKING COMBKNG |
| 0.64% | 0.35% | $4,320.2万 | 25.3万股 | $2,522.6万 | 6,609股 | +24.6万股+3,722.39% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.58% | 0.46% | $3,952.8万 | 16.7万股 | $3,301.8万 | 22.5万股 | -5.8万股-25.70% | 减仓 |
| SSPDR黄金信托GLD |
| 0.58% | 0.35% | $3,922.2万 | 10.7万股 | $2,503.5万 | 6.1万股 | +4.6万股+75.87% | 加仓 |
 好市多COST |
| 0.57% | 0.59% | $3,883.7万 | 3.5万股 | $4,220.5万 | 3.6万股 | -1,583股-4.37% | 减仓 |
 万事达MA |
| 0.57% | 0.51% | $3,847.5万 | 6.3万股 | $3,703.2万 | 6.2万股 | +943股+1.52% | 加仓 |
 联合太平洋铁路UNP |
| 0.55% | 0.49% | $3,760.3万 | 11.6万股 | $3,546.7万 | 12.2万股 | -5,261股-4.33% | 减仓 |
 EntergyETR |
| 0.53% | 0.32% | $3,600.0万 | 32.0万股 | $2,281.5万 | 20.5万股 | +11.4万股+55.81% | 加仓 |
 汽车地带AZO |
| 0.51% | 0.53% | $3,491.6万 | 1.1万股 | $3,811.1万 | 1.2万股 | -834股-6.87% | 减仓 |
 甲骨文ORCL |
| 0.51% | 0.76% | $3,480.3万 | 23.7万股 | $5,472.8万 | 13.4万股 | +10.3万股+77.02% | 加仓 |
 百时美施贵宝BMY |
| 0.48% | 0.45% | $3,238.4万 | 58.9万股 | $3,208.7万 | 57.0万股 | +2.0万股+3.47% | 加仓 |
| N纳斯达克NDAQ |
| 0.45% | 0.48% | $3,047.5万 | 41.6万股 | $3,419.7万 | 44.7万股 | -3.1万股-6.93% | 减仓 |
 标普全球SPGI |
| 0.44% | 0.43% | $3,000.9万 | 6.3万股 | $3,091.2万 | 6.5万股 | -2,080股-3.18% | 减仓 |
 雷神技术RTX |
| 0.43% | 0.45% | $2,952.6万 | 16.3万股 | $3,244.8万 | 18.6万股 | -2.3万股-12.39% | 减仓 |
 艺康ECL |
| 0.42% | 0.41% | $2,860.5万 | 10.4万股 | $2,950.6万 | 11.7万股 | -1.2万股-10.68% | 减仓 |
 麦当劳MCD |
| 0.39% | 0.45% | $2,635.1万 | 9.1万股 | $3,264.9万 | 10.5万股 | -1.5万股-13.77% | 减仓 |
 CloudflareNET |
| 0.38% | 0.14% | $2,577.7万 | 11.9万股 | $1,031.7万 | 5.5万股 | +6.4万股+114.71% | 加仓 |
| NNRG ENERGYNRG |
| 0.37% | 0.22% | $2,523.3万 | 18.4万股 | $1,594.0万 | 11.9万股 | +6.5万股+54.89% | 加仓 |
| IIBMIBM |
| 0.36% | 0.06% | $2,441.7万 | 6.9万股 | $463.0万 | 1.8万股 | +5.1万股+280.32% | 加仓 |
 VertivVRT |
| 0.36% | 0.48% | $2,424.9万 | 9.1万股 | $3,440.3万 | 16.0万股 | -6.9万股-43.27% | 减仓 |
