 英伟达NVDA |
| 7.29% | 7.65% | $5.66亿 | 283.0万股 | $4.64亿 | 266.0万股 | +17.0万股+6.38% | 加仓 |
 苹果AAPL |
| 6.18% | 6.63% | $4.80亿 | 165.9万股 | $4.02亿 | 158.3万股 | +7.5万股+4.75% | 加仓 |
| S道富SPHY |
| 4.31% | 2.29% | $3.35亿 | 1,429.8万股 | $1.39亿 | 595.0万股 | +834.8万股+140.30% | 加仓 |
 微软MSFT |
| 3.81% | 4.23% | $2.96亿 | 79.4万股 | $2.56亿 | 69.3万股 | +10.1万股+14.59% | 加仓 |
 谷歌AGOOGL |
| 3.3% | 3.01% | $2.57亿 | 71.8万股 | $1.83亿 | 63.5万股 | +8.3万股+13.00% | 加仓 |
 亚马逊AMZN |
| 3.21% | 2.99% | $2.50亿 | 104.8万股 | $1.82亿 | 87.2万股 | +17.6万股+20.19% | 加仓 |
 Meta平台META |
| 2.7% | 2.65% | $2.10亿 | 37.3万股 | $1.61亿 | 28.1万股 | +9.1万股+32.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.68% | 2.53% | $2.08亿 | 58.9万股 | $1.53亿 | 53.5万股 | +5.5万股+10.25% | 加仓 |
 博通AVGO |
| 2.28% | 2.46% | $1.77亿 | 46.9万股 | $1.49亿 | 48.2万股 | -1.3万股-2.66% | 减仓 |
 特斯拉TSLA |
| 1.53% | 1.96% | $1.19亿 | 28.4万股 | $1.19亿 | 32.0万股 | -3.7万股-11.48% | 减仓 |
 AMD超威AMD |
| 1.51% | 0.68% | $1.17亿 | 20.2万股 | $4,108.2万 | 20.2万股 | -273股-0.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.36% | — | $1.06亿 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
 礼来LLY |
| 1.32% | 1.16% | $1.03亿 | 8.6万股 | $7,061.4万 | 7.7万股 | +8,792股+11.45% | 加仓 |
 美光科技MU |
| 1.21% | 0.2% | $9,371.8万 | 8.1万股 | $1,209.4万 | 3.6万股 | +4.5万股+126.80% | 加仓 |
 强生JNJ |
| 1.07% | 1.07% | $8,282.4万 | 32.6万股 | $6,475.0万 | 26.5万股 | +6.1万股+23.11% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1% | 2.27% | $7,760.8万 | 209.6万股 | $1.38亿 | 374.5万股 | -164.9万股-44.02% | 减仓 |
 摩根大通JPM |
| 0.98% | 0.9% | $7,623.3万 | 23.3万股 | $5,485.5万 | 18.6万股 | +4.6万股+24.89% | 加仓 |
 应用材料AMAT |
| 0.97% | 0.51% | $7,564.0万 | 10.5万股 | $3,093.7万 | 9.1万股 | +1.4万股+15.58% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.93% | 1.66% | $7,197.0万 | 11.2万股 | $1.01亿 | 30.7万股 | -19.4万股-63.39% | 减仓 |
 联合健康UNH |
| 0.88% | 0.53% | $6,838.0万 | 16.5万股 | $3,216.6万 | 11.9万股 | +4.6万股+38.40% | 加仓 |
 VisaV |
| 0.87% | 0.89% | $6,787.2万 | 19.8万股 | $5,374.7万 | 17.8万股 | +2.0万股+11.25% | 加仓 |
| IiShares安硕IEMG |
| 0.81% | 0.04% | $6,302.5万 | 76.1万股 | $221.8万 | 3.2万股 | +72.9万股+2,292.45% | 加仓 |
 VanEck ETF信托SMH |
| 0.78% | — | $6,070.9万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 思科CSCO |
| 0.77% | 0.53% | $6,017.0万 | 51.2万股 | $3,218.2万 | 41.5万股 | +9.7万股+23.50% | 加仓 |
| BBANK OF AMERBAC |
| 0.77% | 0.49% | $5,958.9万 | 104.6万股 | $2,957.2万 | 60.7万股 | +43.9万股+72.40% | 加仓 |
 沃尔玛WMT |
| 0.75% | 0.87% | $5,828.7万 | 51.5万股 | $5,248.2万 | 42.2万股 | +9.2万股+21.86% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.71% | — | $5,537.8万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 埃克森美孚XOM |
| 0.71% | 0.92% | $5,500.1万 | 40.2万股 | $5,572.4万 | 32.8万股 | +7.4万股+22.48% | 加仓 |
 好市多COST |
| 0.65% | 0.52% | $5,042.5万 | 5.4万股 | $3,146.5万 | 3.2万股 | +2.2万股+70.70% | 加仓 |
 英特尔INTC |
| 0.64% | 0.17% | $4,941.0万 | 35.4万股 | $1,057.1万 | 24.0万股 | +11.4万股+47.73% | 加仓 |
 艾伯维ABBV |
| 0.63% | 0.72% | $4,885.3万 | 19.4万股 | $4,387.4万 | 20.2万股 | -7,590股-3.76% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.62% | 0.62% | $4,826.7万 | 23.9万股 | $3,757.4万 | 30.5万股 | -6.6万股-21.73% | 减仓 |
 万事达MA |
| 0.62% | 0.75% | $4,791.4万 | 9.3万股 | $4,570.4万 | 9.1万股 | +1,819股+1.99% | 加仓 |
 NETFLIXNFLX |
| 0.61% | 0.76% | $4,765.6万 | 66.7万股 | $4,626.1万 | 48.1万股 | +18.6万股+38.73% | 加仓 |
| C花旗集团C |
| 0.58% | 0.29% | $4,517.1万 | 32.3万股 | $1,787.5万 | 15.8万股 | +16.5万股+104.77% | 加仓 |
 科磊KLAC |
| 0.54% | 0.3% | $4,208.3万 | 13.9万股 | $1,808.6万 | 1.2万股 | +12.7万股+1,035.58% | 加仓 |
 卡特彼勒CAT |
| 0.5% | 0.26% | $3,860.6万 | 3.6万股 | $1,591.9万 | 2.2万股 | +1.4万股+61.34% | 加仓 |
 帕兰提尔PLTR |
| 0.48% | 0.69% | $3,760.9万 | 32.2万股 | $4,203.9万 | 28.7万股 | +3.5万股+12.17% | 加仓 |
 默沙东MRK |
| 0.48% | 0.43% | $3,759.8万 | 29.3万股 | $2,629.7万 | 21.9万股 | +7.4万股+33.84% | 加仓 |
 家得宝HD |
| 0.48% | 0.56% | $3,694.5万 | 10.5万股 | $3,371.1万 | 10.2万股 | +2,257股+2.20% | 加仓 |
 可口可乐KO |
| 0.47% | 0.5% | $3,659.6万 | 45.0万股 | $3,018.6万 | 39.7万股 | +5.3万股+13.45% | 加仓 |
| Q高通QCOM |
| 0.42% | 0.22% | $3,302.1万 | 17.9万股 | $1,311.5万 | 10.2万股 | +7.7万股+75.46% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.38% | $3,238.6万 | 2.8万股 | $2,334.0万 | 2.7万股 | +828股+3.10% | 加仓 |
 台积电TSM |
| 0.41% | 0.26% | $3,207.1万 | 6.7万股 | $1,583.1万 | 4.7万股 | +2.0万股+43.36% | 加仓 |
 PALO ALTOPANW |
| 0.41% | 0.17% | $3,188.9万 | 9.4万股 | $1,008.5万 | 6.3万股 | +3.1万股+48.66% | 加仓 |
 宝洁PG |
| 0.41% | 0.31% | $3,188.0万 | 21.7万股 | $1,903.6万 | 13.2万股 | +8.6万股+64.96% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.43% | $3,094.3万 | 18.7万股 | $2,610.7万 | 12.6万股 | +6.0万股+47.94% | 加仓 |
 高盛GS |
| 0.39% | 0.44% | $3,026.1万 | 3.0万股 | $2,652.7万 | 3.1万股 | -1,435股-4.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.41% | $2,954.0万 | 5.9万股 | $2,467.6万 | 5.1万股 | +7,538股+14.64% | 加仓 |
 AMGEN COMAMGN |
| 0.36% | 0.41% | $2,824.7万 | 7.8万股 | $2,461.5万 | 7.0万股 | +8,046股+11.50% | 加仓 |
