 英伟达NVDA |
| 11.33% | — | $1.09亿 | 54.4万股 | $0 | 0股 | +54.4万股 | 新买入 |
 苹果AAPL |
| 10.36% | 12.43% | $9,956.5万 | 34.4万股 | $9,572.1万 | 37.7万股 | -3.3万股-8.77% | 减仓 |
 微软MSFT |
| 6.86% | 9.04% | $6,595.4万 | 17.7万股 | $6,960.9万 | 18.8万股 | -1.1万股-5.97% | 减仓 |
 谷歌AGOOGL |
| 5.15% | 5.51% | $4,955.7万 | 13.9万股 | $4,245.4万 | 14.8万股 | -8,965股-6.07% | 减仓 |
 博通AVGO |
| 4.35% | 4.67% | $4,182.3万 | 11.1万股 | $3,599.0万 | 11.6万股 | -5,565股-4.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.16% | 4.48% | $3,998.2万 | 11.3万股 | $3,450.8万 | 12.0万股 | -7,140股-5.94% | 减仓 |
 美光科技MU |
| 3.22% | 1.3% | $3,096.5万 | 2.7万股 | $1,002.9万 | 3.0万股 | -2,861股-9.64% | 减仓 |
 Meta平台META |
| 3.06% | 4.15% | $2,946.7万 | 5.2万股 | $3,196.7万 | 5.6万股 | -3,560股-6.37% | 减仓 |
 特斯拉TSLA |
| 3.04% | 3.53% | $2,924.1万 | 7.0万股 | $2,716.0万 | 7.3万股 | -3,538股-4.84% | 减仓 |
 礼来LLY |
| 2.37% | 2.41% | $2,274.6万 | 1.9万股 | $1,856.6万 | 2.0万股 | -1,221股-6.05% | 减仓 |
 AMD超威AMD |
| 2.34% | 1.07% | $2,248.7万 | 3.9万股 | $821.9万 | 4.0万股 | -1,694股-4.19% | 减仓 |
 台积电TSM |
| 1.84% | 2.74% | $1,767.6万 | 3.7万股 | $2,110.1万 | 6.2万股 | -2.5万股-40.72% | 减仓 |
 英特尔INTC |
| 1.52% | 0.63% | $1,457.2万 | 10.4万股 | $486.7万 | 11.0万股 | -5,932股-5.38% | 减仓 |
 强生JNJ |
| 1.51% | 1.92% | $1,456.4万 | 5.7万股 | $1,482.3万 | 6.1万股 | -3,294股-5.43% | 减仓 |
 应用材料AMAT |
| 1.42% | 0.87% | $1,364.0万 | 1.9万股 | $672.7万 | 2.0万股 | -816股-4.15% | 减仓 |
 泛林集团LRCX |
| 1.34% | 0.87% | $1,288.9万 | 3.0万股 | $666.9万 | 3.1万股 | -1,471股-4.71% | 减仓 |
 思科CSCO |
| 1.15% | 1% | $1,104.4万 | 9.4万股 | $771.9万 | 9.9万股 | -5,462股-5.49% | 减仓 |
 科磊KLAC |
| 0.96% | 0.64% | $927.0万 | 3.1万股 | $490.5万 | 3,331股 | +2.7万股+822.37% | 加仓 |
 阿斯利康AZN |
| 0.86% | 0.88% | $828.5万 | 4.4万股 | $681.0万 | 3.5万股 | +9,116股+25.93% | 加仓 |
 宝洁PG |
| 0.85% | 1.12% | $813.8万 | 5.5万股 | $865.4万 | 6.0万股 | -4,417股-7.37% | 减仓 |
| SSANDISK COMSNDK |
| 0.82% | 0.31% | $787.2万 | 3,462股 | $236.4万 | 3,721股 | -259股-6.96% | 减仓 |
 默沙东MRK |
| 0.79% | 0.98% | $756.6万 | 5.9万股 | $757.7万 | 6.3万股 | -4,113股-6.53% | 减仓 |
 可口可乐KO |
| 0.78% | 0.98% | $751.7万 | 9.2万股 | $751.7万 | 9.9万股 | -6,344股-6.42% | 减仓 |
 GE VernovaGEV |
| 0.77% | 0.77% | $739.5万 | 6,294股 | $596.7万 | 6,836股 | -542股-7.93% | 减仓 |
 雪佛龙CVX |
| 0.76% | 1.25% | $731.9万 | 4.4万股 | $962.4万 | 4.7万股 | -2,362股-5.08% | 减仓 |
 PALO ALTOPANW |
| 0.68% | 0.42% | $654.5万 | 1.9万股 | $322.7万 | 2.0万股 | -936股-4.65% | 减仓 |
 德州仪器TXN |
| 0.67% | 0.59% | $645.1万 | 2.2万股 | $454.9万 | 2.3万股 | -1,791股-7.64% | 减仓 |
 迈威尔MRVL |
| 0.64% | 0.28% | $618.4万 | 2.1万股 | $212.5万 | 2.1万股 | -692股-3.23% | 减仓 |
 林德LIN |
| 0.59% | 0.77% | $569.5万 | 1.1万股 | $590.3万 | 1.2万股 | -933股-7.84% | 减仓 |
 希捷STX |
| 0.52% | — | $501.4万 | 5,196股 | $0 | 0股 | +5,196股 | 新买入 |
 西部数据WDC |
| 0.49% | 0.3% | $474.2万 | 7,424股 | $228.8万 | 8,459股 | -1,035股-12.24% | 减仓 |
 康宁GLW |
| 0.48% | 0.34% | $466.2万 | 1.8万股 | $264.3万 | 1.9万股 | -1,189股-6.12% | 减仓 |
| Q高通QCOM |
| 0.48% | 0.45% | $464.0万 | 2.5万股 | $345.0万 | 2.7万股 | -1,683股-6.28% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.48% | 0.51% | $461.4万 | 1.2万股 | $393.3万 | 1.2万股 | -747股-6.04% | 减仓 |
 南方铜业SCCO |
| 0.42% | 0.05% | $408.1万 | 2.3万股 | $38.5万 | 2,235股 | +2.1万股+949.49% | 加仓 |
 TJXTJX |
| 0.41% | 0.58% | $398.9万 | 2.6万股 | $449.2万 | 2.8万股 | -1,798股-6.39% | 减仓 |
 WELLTOWER COMWELL |
| 0.4% | 0.45% | $381.9万 | 1.7万股 | $342.9万 | 1.7万股 | -517股-2.98% | 减仓 |
 雅培ABT |
| 0.39% | 0.58% | $374.2万 | 4.1万股 | $449.4万 | 4.4万股 | -2,530股-5.78% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.39% | 0.57% | $373.5万 | 3.0万股 | $439.5万 | 3.2万股 | -1,967股-6.24% | 减仓 |
 优步UBER |
| 0.35% | 0.48% | $336.4万 | 4.7万股 | $369.5万 | 5.1万股 | -4,743股-9.23% | 减仓 |
| AAT&TT |
| 0.35% | 0.66% | $333.7万 | 16.1万股 | $505.8万 | 17.4万股 | -1.3万股-7.60% | 减仓 |
 直觉外科ISRG |
| 0.35% | 0.53% | $333.6万 | 8,389股 | $406.6万 | 8,820股 | -431股-4.89% | 减仓 |
 辉瑞PFE |
| 0.34% | 0.52% | $326.3万 | 13.6万股 | $403.3万 | 14.4万股 | -8,100股-5.64% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.32% | 0.16% | $309.0万 | 7,161股 | $125.4万 | 7,639股 | -478股-6.26% | 减仓 |
 康菲石油COP |
| 0.31% | 0.52% | $301.7万 | 2.9万股 | $403.8万 | 3.1万股 | -1,571股-5.13% | 减仓 |
 福泰制药VRTX |
| 0.31% | 0.37% | $300.5万 | 6,050股 | $286.5万 | 6,415股 | -365股-5.69% | 减仓 |
 赛富时CRM |
| 0.31% | 0.55% | $296.3万 | 1.9万股 | $427.4万 | 2.3万股 | -3,979股-17.38% | 减仓 |
 DANAHER DEL COMDHR |
| 0.3% | 0.4% | $286.5万 | 1.5万股 | $305.7万 | 1.6万股 | -1,086股-6.73% | 减仓 |
 VertivVRT |
| 0.29% | 0.31% | $278.1万 | 8,305股 | $240.1万 | 9,582股 | -1,277股-13.33% | 减仓 |
 森科能源SU |
| 0.28% | 0.37% | $268.1万 | 5.0万股 | $286.1万 | 4.3万股 | +6,460股+14.89% | 加仓 |
