 英伟达NVDA |
| 3.91% | 3.66% | $69.74亿 | 3,485.4万股 | $57.18亿 | 3,278.6万股 | +206.8万股+6.31% | 加仓 |
 苹果AAPL |
| 3.04% | 3.04% | $54.25亿 | 1,874.8万股 | $47.48亿 | 1,870.7万股 | +4.2万股+0.22% | 加仓 |
 微软MSFT |
| 2.35% | 2.54% | $41.89亿 | 1,123.1万股 | $39.66亿 | 1,071.3万股 | +51.8万股+4.84% | 加仓 |
 谷歌AGOOGL |
| 2.11% | 1.82% | $37.66亿 | 1,053.8万股 | $28.48亿 | 990.3万股 | +63.5万股+6.41% | 加仓 |
 亚马逊AMZN |
| 2.1% | 2.26% | $37.52亿 | 1,574.3万股 | $35.32亿 | 1,695.7万股 | -121.4万股-7.16% | 减仓 |
 礼来LLY |
| 1.44% | 1.1% | $25.69亿 | 214.1万股 | $17.17亿 | 186.7万股 | +27.5万股+14.71% | 加仓 |
 AMD超威AMD |
| 1.41% | 0.66% | $25.13亿 | 432.6万股 | $10.36亿 | 509.4万股 | -76.8万股-15.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.22% | 1.06% | $21.84亿 | 618.2万股 | $16.59亿 | 578.5万股 | +39.7万股+6.87% | 加仓 |
 博通AVGO |
| 1.18% | 1.02% | $20.98亿 | 555.5万股 | $15.94亿 | 515.0万股 | +40.5万股+7.86% | 加仓 |
| BBANK OF AMERBAC |
| 1% | 0.79% | $17.92亿 | 3,144.2万股 | $12.38亿 | 2,540.1万股 | +604.1万股+23.78% | 加仓 |
 Meta平台META |
| 0.91% | 0.95% | $16.21亿 | 287.8万股 | $14.79亿 | 258.5万股 | +29.3万股+11.35% | 加仓 |
 联合包裹UPSUPS |
| 0.86% | 0.7% | $15.32亿 | 1,425.1万股 | $10.86亿 | 1,104.1万股 | +321.0万股+29.07% | 加仓 |
 思科CSCO |
| 0.84% | 0.76% | $15.04亿 | 1,280.2万股 | $11.83亿 | 1,525.0万股 | -244.8万股-16.05% | 减仓 |
 VisaV |
| 0.82% | 0.95% | $14.59亿 | 425.3万股 | $14.83亿 | 490.5万股 | -65.2万股-13.29% | 减仓 |
| NNRG ENERGYNRG |
| 0.78% | 0.67% | $13.91亿 | 952.5万股 | $10.47亿 | 716.6万股 | +235.9万股+32.92% | 加仓 |
 LabcorpECL |
| 0.76% | 0.79% | $13.55亿 | 483.8万股 | $12.35亿 | 462.7万股 | +21.0万股+4.55% | 加仓 |
 特斯拉TSLA |
| 0.75% | 0.49% | $13.46亿 | 320.0万股 | $7.62亿 | 204.9万股 | +115.1万股+56.16% | 加仓 |
 新思科技SNPS |
| 0.72% | 0.65% | $12.76亿 | 286.0万股 | $10.07亿 | 254.0万股 | +32.0万股+12.62% | 加仓 |
 美光科技MU |
| 0.71% | 0.23% | $12.59亿 | 109.0万股 | $3.56亿 | 105.4万股 | +3.6万股+3.41% | 加仓 |
 科磊KLAC |
| 0.66% | 0.36% | $11.68亿 | 387.3万股 | $5.60亿 | 38.1万股 | +349.2万股+917.65% | 加仓 |
 应用材料AMAT |
| 0.64% | 0.35% | $11.35亿 | 157.0万股 | $5.42亿 | 158.6万股 | -1.6万股-1.03% | 减仓 |
 安费诺APH |
| 0.62% | 0.52% | $10.97亿 | 622.2万股 | $8.14亿 | 644.2万股 | -22.0万股-3.42% | 减仓 |
 福泰制药VRTX |
| 0.61% | 0.54% | $10.80亿 | 217.3万股 | $8.43亿 | 188.9万股 | +28.5万股+15.07% | 加仓 |
| RREGAL REXNORD COMRRX |
| 0.6% | 0.5% | $10.68亿 | 448.4万股 | $7.82亿 | 417.7万股 | +30.7万股+7.35% | 加仓 |
 马丁玛丽埃塔MLM |
| 0.58% | 0.62% | $10.29亿 | 178.3万股 | $9.64亿 | 163.7万股 | +14.6万股+8.94% | 加仓 |
 自由港麦克莫兰FCX |
| 0.58% | 0.42% | $10.26亿 | 1,632.0万股 | $6.57亿 | 1,118.1万股 | +513.9万股+45.96% | 加仓 |
 优步UBER |
| 0.54% | 0.58% | $9.68亿 | 1,341.8万股 | $9.07亿 | 1,261.4万股 | +80.5万股+6.38% | 加仓 |
 阿斯麦ASML |
| 0.53% | 0.46% | $9.47亿 | 47.6万股 | $7.22亿 | 54.6万股 | -7.0万股-12.88% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.5% | 0.48% | $8.94亿 | 980.6万股 | $7.57亿 | 1,171.3万股 | -190.7万股-16.28% | 减仓 |
 GE VernovaGEV |
| 0.47% | 0.31% | $8.33亿 | 70.9万股 | $4.80亿 | 55.0万股 | +15.9万股+28.92% | 加仓 |
 BJS WHSL CLUBBJ |
| 0.46% | 0.71% | $8.27亿 | 947.9万股 | $11.08亿 | 1,125.4万股 | -177.5万股-15.77% | 减仓 |
 星座能源CEG |
| 0.45% | 0.42% | $8.03亿 | 323.4万股 | $6.52亿 | 233.4万股 | +90.0万股+38.57% | 加仓 |
 摩根大通JPM |
| 0.45% | 0.46% | $8.01亿 | 244.8万股 | $7.11亿 | 241.6万股 | +3.3万股+1.36% | 加仓 |
 Truist金融TFC |
| 0.44% | 0.79% | $7.82亿 | 1,570.2万股 | $12.38亿 | 2,693.6万股 | -1,123.4万股-41.71% | 减仓 |
 道富·CORP COMSTT |
| 0.43% | 0.16% | $7.64亿 | 450.2万股 | $2.49亿 | 197.1万股 | +253.2万股+128.48% | 加仓 |
 BOOKING COMBKNG |
| 0.42% | 0.43% | $7.52亿 | 422.1万股 | $6.67亿 | 15.8万股 | +406.3万股+2,566.15% | 加仓 |
 ADOBE COMADBE |
| 0.4% | 0.4% | $7.16亿 | 349.0万股 | $6.29亿 | 258.6万股 | +90.4万股+34.95% | 加仓 |
 ServiceNowNOW |
| 0.4% | 0.51% | $7.11亿 | 716.4万股 | $7.98亿 | 762.9万股 | -46.5万股-6.09% | 减仓 |
| SSANDISK COMSNDK |
| 0.4% | 0.16% | $7.06亿 | 31.1万股 | $2.56亿 | 40.3万股 | -9.2万股-22.86% | 减仓 |
 NETFLIXNFLX |
| 0.39% | 0.57% | $7.02亿 | 983.9万股 | $8.94亿 | 929.4万股 | +54.5万股+5.86% | 加仓 |
 德文能源DVN |
| 0.39% | 0.29% | $7.02亿 | 1,699.2万股 | $4.60亿 | 913.2万股 | +786.0万股+86.07% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.39% | 0.45% | $6.96亿 | 1,485.1万股 | $6.98亿 | 1,485.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.37% | 0.54% | $6.66亿 | 262.1万股 | $8.38亿 | 342.9万股 | -80.8万股-23.57% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.38% | $6.65亿 | 486.5万股 | $5.94亿 | 350.4万股 | +136.1万股+38.84% | 加仓 |
 高盛GS |
| 0.37% | 0.33% | $6.63亿 | 65.5万股 | $5.22亿 | 61.7万股 | +3.9万股+6.27% | 加仓 |
| Q高通QCOM |
| 0.37% | 0.22% | $6.61亿 | 357.6万股 | $3.36亿 | 260.7万股 | +96.9万股+37.17% | 加仓 |
 TJXTJX |
| 0.36% | 0.43% | $6.44亿 | 425.3万股 | $6.72亿 | 421.1万股 | +4.2万股+0.99% | 加仓 |
 埃森哲ACN |
| 0.36% | 0.53% | $6.38亿 | 512.6万股 | $8.20亿 | 413.5万股 | +99.1万股+23.96% | 加仓 |
| IIBMIBM |
| 0.35% | 0.47% | $6.22亿 | 221.3万股 | $7.31亿 | 301.7万股 | -80.4万股-26.66% | 减仓 |
 EVERSOURCE ENERGYES |
| 0.35% | 0.32% | $6.18亿 | 855.4万股 | $5.07亿 | 731.8万股 | +123.6万股+16.88% | 加仓 |
