 英伟达NVDA |
| 5.57% | 6.03% | $21.62亿 | 1,080.4万股 | $19.18亿 | 1,099.5万股 | -19.2万股-1.74% | 减仓 |
 苹果AAPL |
| 5.05% | 5.41% | $19.60亿 | 677.5万股 | $17.21亿 | 678.1万股 | -5,977股-0.09% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 4.59% | 4.61% | $17.81亿 | 592.8万股 | $14.66亿 | 591.3万股 | +1.5万股+0.25% | 加仓 |
 微软MSFT |
| 3.51% | 4.11% | $13.64亿 | 365.6万股 | $13.07亿 | 353.2万股 | +12.4万股+3.52% | 加仓 |
 亚马逊AMZN |
| 2.98% | 3.15% | $11.55亿 | 484.8万股 | $10.02亿 | 481.1万股 | +3.6万股+0.75% | 加仓 |
 谷歌AGOOGL |
| 2.56% | 2.54% | $9.92亿 | 277.5万股 | $8.07亿 | 280.6万股 | -3.0万股-1.08% | 减仓 |
 博通AVGO |
| 2.33% | 2.33% | $9.04亿 | 239.3万股 | $7.41亿 | 239.4万股 | -1,410股-0.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.03% | 2.04% | $7.90亿 | 223.5万股 | $6.48亿 | 226.0万股 | -2.6万股-1.13% | 减仓 |
 美光科技MU |
| 1.74% | 0.71% | $6.75亿 | 58.4万股 | $2.25亿 | 66.6万股 | -8.2万股-12.24% | 减仓 |
 Meta平台META |
| 1.69% | 2.06% | $6.54亿 | 116.1万股 | $6.56亿 | 114.7万股 | +1.5万股+1.27% | 加仓 |
 特斯拉TSLA |
| 1.57% | 1.66% | $6.11亿 | 145.3万股 | $5.27亿 | 141.6万股 | +3.6万股+2.57% | 加仓 |
 礼来LLY |
| 1.22% | 1.15% | $4.72亿 | 39.4万股 | $3.67亿 | 39.9万股 | -5,160股-1.29% | 减仓 |
 AMD超威AMD |
| 1.04% | 0.44% | $4.02亿 | 69.3万股 | $1.40亿 | 68.9万股 | +3,400股+0.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.02% | 1.19% | $3.97亿 | 79.3万股 | $3.78亿 | 79.0万股 | +3,610股+0.46% | 加仓 |
 摩根大通JPM |
| 0.96% | 1.08% | $3.73亿 | 113.9万股 | $3.42亿 | 116.3万股 | -2.4万股-2.07% | 减仓 |
 强生JNJ |
| 0.94% | 1.11% | $3.66亿 | 144.2万股 | $3.53亿 | 144.3万股 | -350股-0.02% | 减仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 0.9% | — | $3.50亿 | 1,437.9万股 | $0 | 0股 | +1,437.9万股 | 新买入 |
 泛林集团LRCX |
| 0.87% | 0.62% | $3.38亿 | 78.1万股 | $1.98亿 | 92.8万股 | -14.7万股-15.88% | 减仓 |
 应用材料AMAT |
| 0.85% | 0.54% | $3.31亿 | 45.8万股 | $1.73亿 | 50.7万股 | -4.9万股-9.58% | 减仓 |
 思科CSCO |
| 0.82% | 0.66% | $3.17亿 | 269.6万股 | $2.10亿 | 270.8万股 | -1.3万股-0.46% | 减仓 |
 英特尔INTC |
| 0.81% | 0.32% | $3.13亿 | 224.5万股 | $1.01亿 | 229.0万股 | -4.5万股-1.95% | 减仓 |
 VisaV |
| 0.78% | 0.93% | $3.05亿 | 88.8万股 | $2.96亿 | 97.9万股 | -9.2万股-9.35% | 减仓 |
 科磊KLAC |
| 0.71% | 0.51% | $2.74亿 | 90.9万股 | $1.61亿 | 11.0万股 | +80.0万股+730.10% | 加仓 |
 埃克森美孚XOM |
| 0.62% | 0.97% | $2.42亿 | 177.3万股 | $3.07亿 | 180.9万股 | -3.6万股-1.99% | 减仓 |
 宝洁PG |
| 0.62% | 0.75% | $2.41亿 | 164.2万股 | $2.38亿 | 164.8万股 | -6,820股-0.41% | 减仓 |
| BBANK OF AMERBAC |
| 0.55% | 0.58% | $2.14亿 | 375.1万股 | $1.84亿 | 378.1万股 | -3.0万股-0.80% | 减仓 |
 卡特彼勒CAT |
| 0.55% | 0.44% | $2.12亿 | 19.9万股 | $1.40亿 | 19.8万股 | +1,136股+0.57% | 加仓 |
 沃尔玛WMT |
| 0.55% | 0.73% | $2.12亿 | 187.0万股 | $2.31亿 | 186.3万股 | +7,090股+0.38% | 加仓 |
 艾伯维ABBV |
| 0.49% | 0.54% | $1.90亿 | 75.4万股 | $1.71亿 | 78.6万股 | -3.2万股-4.05% | 减仓 |
 德州仪器TXN |
| 0.47% | 0.35% | $1.84亿 | 61.6万股 | $1.11亿 | 57.4万股 | +4.3万股+7.41% | 加仓 |
 好市多COST |
| 0.46% | 0.6% | $1.77亿 | 18.9万股 | $1.89亿 | 19.0万股 | -990股-0.52% | 减仓 |
 万事达MA |
| 0.46% | 0.68% | $1.77亿 | 34.4万股 | $2.17亿 | 43.3万股 | -8.9万股-20.60% | 减仓 |
 默沙东MRK |
| 0.44% | 0.43% | $1.70亿 | 132.6万股 | $1.38亿 | 114.8万股 | +17.8万股+15.52% | 加仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.43% | — | $1.67亿 | 935.1万股 | $0 | 0股 | +935.1万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.43% | 0.15% | $1.65亿 | 7.3万股 | $4,732.8万 | 7.4万股 | -1,862股-2.50% | 减仓 |
 GE航空GE |
| 0.42% | 0.41% | $1.64亿 | 44.0万股 | $1.30亿 | 45.8万股 | -1.8万股-3.92% | 减仓 |
 联合健康UNH |
| 0.41% | 0.4% | $1.60亿 | 38.5万股 | $1.27亿 | 46.9万股 | -8.4万股-17.97% | 减仓 |
| IiShares安硕信托IFRA |
| 0.41% | — | $1.59亿 | 252.1万股 | $0 | 0股 | +252.1万股 | 新买入 |
| GGlobal X基金MLPX |
| 0.41% | — | $1.58亿 | 213.9万股 | $0 | 0股 | +213.9万股 | 新买入 |
 NETFLIXNFLX |
| 0.39% | 0.66% | $1.52亿 | 213.5万股 | $2.09亿 | 217.6万股 | -4.1万股-1.90% | 减仓 |
 家得宝HD |
| 0.39% | 0.44% | $1.50亿 | 42.5万股 | $1.40亿 | 42.6万股 | -1,370股-0.32% | 减仓 |
 GE VernovaGEV |
| 0.38% | 0.32% | $1.46亿 | 12.4万股 | $1.01亿 | 11.6万股 | +8,908股+7.71% | 加仓 |
| IIBMIBM |
| 0.38% | 0.43% | $1.46亿 | 52.0万股 | $1.37亿 | 56.5万股 | -4.6万股-8.07% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.38% | 0.37% | $1.46亿 | 36.7万股 | $1.17亿 | 36.6万股 | +820股+0.22% | 加仓 |
 甲骨文ORCL |
| 0.37% | 0.45% | $1.45亿 | 99.2万股 | $1.44亿 | 98.1万股 | +1.2万股+1.18% | 加仓 |
 帕兰提尔PLTR |
| 0.35% | 0.53% | $1.36亿 | 116.5万股 | $1.68亿 | 114.9万股 | +1.5万股+1.32% | 加仓 |
 可口可乐KO |
| 0.35% | 0.4% | $1.35亿 | 165.6万股 | $1.27亿 | 166.5万股 | -9,360股-0.56% | 减仓 |
 雪佛龙CVX |
| 0.34% | 0.52% | $1.31亿 | 79.0万股 | $1.66亿 | 80.2万股 | -1.2万股-1.47% | 减仓 |
 安费诺APH |
| 0.33% | 0.21% | $1.27亿 | 72.2万股 | $6,600.5万 | 52.2万股 | +20.0万股+38.28% | 加仓 |
| Q高通QCOM |
| 0.32% | 0.31% | $1.26亿 | 68.2万股 | $9,769.1万 | 75.9万股 | -7.7万股-10.09% | 减仓 |
