 英伟达NVDA |
| 7.32% | 7.32% | $739.99亿 | 3.70亿股 | $645.46亿 | 3.70亿股 | -27.3万股-0.07% | 减仓 |
 苹果AAPL |
| 4.57% | 5.77% | $462.43亿 | 1.60亿股 | $508.66亿 | 2.00亿股 | -4,061.5万股-20.26% | 减仓 |
 谷歌AGOOGL |
| 3.58% | 2.63% | $362.07亿 | 1.01亿股 | $231.51亿 | 8,050.7万股 | +2,080.9万股+25.85% | 加仓 |
 微软MSFT |
| 3.22% | 4.92% | $325.60亿 | 8,728.7万股 | $434.00亿 | 1.17亿股 | -2,995.6万股-25.55% | 减仓 |
 博通AVGO |
| 3.09% | 2.97% | $312.97亿 | 8,285.2万股 | $261.45亿 | 8,447.1万股 | -161.9万股-1.92% | 减仓 |
 亚马逊AMZN |
| 2.57% | 2.91% | $259.57亿 | 1.09亿股 | $256.17亿 | 1.23亿股 | -1,409.1万股-11.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.07% | 2.21% | $209.38亿 | 5,925.8万股 | $194.62亿 | 6,784.7万股 | -858.8万股-12.66% | 减仓 |
 AMD超威AMD |
| 2.06% | 0.67% | $208.77亿 | 3,593.8万股 | $58.68亿 | 2,884.6万股 | +709.2万股+24.58% | 加仓 |
 Meta平台META |
| 1.72% | 2.14% | $173.46亿 | 3,079.3万股 | $188.72亿 | 3,298.5万股 | -219.2万股-6.65% | 减仓 |
 礼来LLY |
| 1.65% | 1.46% | $166.86亿 | 1,391.2万股 | $128.70亿 | 1,399.2万股 | -8.0万股-0.57% | 减仓 |
 美光科技MU |
| 1.62% | 0.2% | $163.51亿 | 1,416.6万股 | $18.04亿 | 533.9万股 | +882.7万股+165.35% | 加仓 |
| CCABLE ONECABO |
| 1.38% | 1.89% | $139.49亿 | 2,146.0万股 | $166.51亿 | 2,146.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.2% | 1.41% | $121.70亿 | 3,547.2万股 | $124.15亿 | 4,107.6万股 | -560.4万股-13.64% | 减仓 |
 泛林集团LRCX |
| 1.05% | 0.32% | $106.58亿 | 2,459.6万股 | $28.29亿 | 1,323.9万股 | +1,135.7万股+85.78% | 加仓 |
 特斯拉TSLA |
| 1.05% | 1.05% | $105.74亿 | 2,514.1万股 | $92.23亿 | 2,480.9万股 | +33.2万股+1.34% | 加仓 |
 联合健康UNH |
| 0.95% | 0.64% | $96.23亿 | 2,315.4万股 | $56.48亿 | 2,087.4万股 | +228.0万股+10.92% | 加仓 |
 万事达MA |
| 0.94% | 1.05% | $95.15亿 | 1,852.7万股 | $92.81亿 | 1,857.5万股 | -4.8万股-0.26% | 减仓 |
 应用材料AMAT |
| 0.9% | 0.24% | $91.30亿 | 1,262.8万股 | $20.72亿 | 606.3万股 | +656.5万股+108.27% | 加仓 |
 摩根大通JPM |
| 0.9% | 0.92% | $90.62亿 | 2,768.6万股 | $80.86亿 | 2,748.7万股 | +19.9万股+0.72% | 加仓 |
 GE航空GE |
| 0.76% | 0.77% | $77.07亿 | 2,062.3万股 | $67.85亿 | 2,391.0万股 | -328.7万股-13.75% | 减仓 |
 英特尔INTC |
| 0.74% | 0.26% | $74.77亿 | 5,354.8万股 | $22.97亿 | 5,206.1万股 | +148.7万股+2.86% | 加仓 |
 NETFLIXNFLX |
| 0.66% | 1.08% | $66.82亿 | 9,357.9万股 | $95.22亿 | 9,903.2万股 | -545.3万股-5.51% | 减仓 |
 卡特彼勒CAT |
| 0.65% | 0.45% | $65.72亿 | 617.2万股 | $39.55亿 | 558.2万股 | +59.0万股+10.56% | 加仓 |
 林德LIN |
| 0.61% | 0.55% | $61.40亿 | 1,183.2万股 | $48.82亿 | 984.7万股 | +198.6万股+20.17% | 加仓 |
 强生JNJ |
| 0.58% | 0.46% | $58.41亿 | 2,299.7万股 | $40.31亿 | 1,649.1万股 | +650.6万股+39.45% | 加仓 |
 安费诺APH |
| 0.56% | 0.38% | $56.44亿 | 3,201.1万股 | $33.09亿 | 2,618.7万股 | +582.4万股+22.24% | 加仓 |
| CCARVANA CL ACVNA |
| 0.55% | 0.63% | $55.75亿 | 8,469.6万股 | $55.90亿 | 1,778.2万股 | +6,691.4万股+376.31% | 加仓 |
 台积电TSM |
| 0.53% | 0.31% | $54.06亿 | 1,132.1万股 | $27.58亿 | 816.0万股 | +316.1万股+38.73% | 加仓 |
 科磊KLAC |
| 0.52% | 0.28% | $53.03亿 | 1,757.7万股 | $24.74亿 | 168.1万股 | +1,589.7万股+945.91% | 加仓 |
 CHUBB LIMITEDCB |
| 0.52% | 0.58% | $52.29亿 | 1,534.5万股 | $51.48亿 | 1,579.4万股 | -44.8万股-2.84% | 减仓 |
 思科CSCO |
| 0.51% | 0.39% | $51.18亿 | 4,357.5万股 | $34.18亿 | 4,404.9万股 | -47.4万股-1.08% | 减仓 |
 埃克森美孚XOM |
| 0.49% | 0.64% | $50.00亿 | 3,657.4万股 | $56.47亿 | 3,328.5万股 | +328.8万股+9.88% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.55% | $49.84亿 | 8,746.2万股 | $48.55亿 | 9,958.2万股 | -1,212.0万股-12.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.53% | $48.89亿 | 977.0万股 | $47.08亿 | 982.4万股 | -5.4万股-0.55% | 减仓 |
 迪尔DE |
| 0.47% | 0.5% | $47.87亿 | 754.7万股 | $44.41亿 | 788.5万股 | -33.8万股-4.28% | 减仓 |
 BOOKING COMBKNG |
| 0.47% | 0.55% | $47.47亿 | 2,663.3万股 | $48.83亿 | 116.0万股 | +2,547.3万股+2,196.49% | 加仓 |
 康菲石油COP |
| 0.46% | 0.71% | $46.59亿 | 4,481.7万股 | $62.45亿 | 4,730.9万股 | -249.1万股-5.27% | 减仓 |
 直觉外科ISRG |
| 0.44% | 0.65% | $44.77亿 | 1,125.7万股 | $57.72亿 | 1,252.0万股 | -126.3万股-10.09% | 减仓 |
 南方电力SO |
| 0.44% | 0.4% | $44.42亿 | 4,641.6万股 | $35.16亿 | 3,642.6万股 | +999.0万股+27.43% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.42% | 0.68% | $42.74亿 | 2,548.2万股 | $59.84亿 | 2,849.2万股 | -301.0万股-10.57% | 减仓 |
 宝洁PG |
| 0.42% | 0.53% | $42.39亿 | 2,890.6万股 | $46.35亿 | 3,209.2万股 | -318.6万股-9.93% | 减仓 |
 WELLTOWER COMWELL |
| 0.41% | 0.39% | $41.97亿 | 1,849.0万股 | $34.04亿 | 1,721.6万股 | +127.4万股+7.40% | 加仓 |
 迈威尔MRVL |
| 0.41% | 0.02% | $41.21亿 | 1,383.3万股 | $1.68亿 | 169.9万股 | +1,213.4万股+714.34% | 加仓 |
 摩根士丹利MS |
| 0.4% | 0.32% | $40.23亿 | 1,924.7万股 | $28.00亿 | 1,701.5万股 | +223.2万股+13.12% | 加仓 |
 嘉信理财SCHW |
| 0.39% | 0.52% | $39.95亿 | 4,329.2万股 | $45.71亿 | 4,863.7万股 | -534.5万股-10.99% | 减仓 |
 Arista网络ANET |
| 0.39% | 0.41% | $39.46亿 | 2,322.7万股 | $36.00亿 | 2,932.2万股 | -609.5万股-20.79% | 减仓 |
 家得宝HD |
| 0.39% | 0.38% | $39.16亿 | 1,110.4万股 | $33.54亿 | 1,019.8万股 | +90.7万股+8.89% | 加仓 |
 阿斯麦ASML |
| 0.38% | 0.23% | $38.47亿 | 193.4万股 | $20.31亿 | 153.8万股 | +39.6万股+25.73% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.37% | 0.41% | $37.90亿 | 2,999.7万股 | $36.58亿 | 2,624.8万股 | +374.9万股+14.28% | 加仓 |
 史赛克SYK |
| 0.37% | 0.37% | $37.52亿 | 1,191.6万股 | $32.98亿 | 1,003.7万股 | +187.9万股+18.72% | 加仓 |
