 英伟达NVDA |
| 6.45% | 6.5% | $1,209.58亿 | 6.06亿股 | $1,045.63亿 | 6.01亿股 | +488.9万股+0.81% | 加仓 |
 苹果AAPL |
| 5.72% | 5.8% | $1,071.75亿 | 3.71亿股 | $933.05亿 | 3.69亿股 | +272.0万股+0.74% | 加仓 |
 微软MSFT |
| 3.76% | 4.33% | $705.67亿 | 1.90亿股 | $696.05亿 | 1.89亿股 | +113.0万股+0.60% | 加仓 |
 亚马逊AMZN |
| 2.95% | 3.01% | $554.03亿 | 2.33亿股 | $484.15亿 | 2.33亿股 | -1.6万股-0.01% | 减仓 |
 谷歌AGOOGL |
| 2.85% | 2.71% | $534.75亿 | 1.50亿股 | $435.48亿 | 1.52亿股 | -181.0万股-1.19% | 减仓 |
 博通AVGO |
| 2.34% | 2.19% | $438.62亿 | 1.16亿股 | $352.82亿 | 1.14亿股 | +211.4万股+1.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.15% | 1.98% | $403.79亿 | 1.15亿股 | $318.91亿 | 1.12亿股 | +311.9万股+2.79% | 加仓 |
 美光科技MU |
| 1.7% | 0.57% | $318.77亿 | 2,770.6万股 | $92.39亿 | 2,743.3万股 | +27.3万股+1.00% | 加仓 |
 Meta平台META |
| 1.64% | 1.92% | $308.43亿 | 5,495.0万股 | $308.80亿 | 5,416.5万股 | +78.5万股+1.45% | 加仓 |
 特斯拉TSLA |
| 1.54% | 1.57% | $288.64亿 | 6,891.5万股 | $251.77亿 | 6,800.3万股 | +91.2万股+1.34% | 加仓 |
 礼来LLY |
| 1.29% | 1.15% | $242.76亿 | 2,031.1万股 | $185.07亿 | 2,019.2万股 | +11.9万股+0.59% | 加仓 |
 AMD超威AMD |
| 1.22% | 0.5% | $229.28亿 | 3,956.9万股 | $80.75亿 | 3,979.1万股 | -22.2万股-0.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.22% | $207.43亿 | 4,152.5万股 | $196.84亿 | 4,116.0万股 | +36.5万股+0.89% | 加仓 |
 摩根大通JPM |
| 1.07% | 1.14% | $201.35亿 | 6,170.8万股 | $183.41亿 | 6,255.1万股 | -84.3万股-1.35% | 减仓 |
 应用材料AMAT |
| 0.85% | 0.47% | $158.82亿 | 2,200.8万股 | $74.79亿 | 2,192.2万股 | +8.6万股+0.39% | 加仓 |
 VisaV |
| 0.83% | 0.84% | $155.35亿 | 4,528.5万股 | $135.43亿 | 4,488.4万股 | +40.2万股+0.89% | 加仓 |
 英特尔INTC |
| 0.82% | 0.3% | $153.58亿 | 1.10亿股 | $48.19亿 | 1.10亿股 | +80.5万股+0.74% | 加仓 |
 强生JNJ |
| 0.8% | 0.9% | $149.70亿 | 5,908.6万股 | $144.23亿 | 5,916.5万股 | -7.8万股-0.13% | 减仓 |
 泛林集团LRCX |
| 0.8% | 0.47% | $149.23亿 | 3,450.6万股 | $75.01亿 | 3,517.6万股 | -67.0万股-1.90% | 减仓 |
 埃克森美孚XOM |
| 0.71% | 1% | $133.99亿 | 9,842.7万股 | $161.30亿 | 9,547.9万股 | +294.8万股+3.09% | 加仓 |
 沃尔玛WMT |
| 0.64% | 0.81% | $120.04亿 | 1.06亿股 | $131.00亿 | 1.06亿股 | +59.4万股+0.56% | 加仓 |
 卡特彼勒CAT |
| 0.64% | 0.49% | $119.17亿 | 1,117.5万股 | $78.87亿 | 1,112.7万股 | +4.8万股+0.43% | 加仓 |
 思科CSCO |
| 0.63% | 0.49% | $118.44亿 | 1.01亿股 | $79.10亿 | 1.02亿股 | -112.8万股-1.10% | 减仓 |
 艾伯维ABBV |
| 0.63% | 0.63% | $118.05亿 | 4,699.8万股 | $101.43亿 | 4,673.8万股 | +26.1万股+0.56% | 加仓 |
 万事达MA |
| 0.59% | 0.65% | $110.38亿 | 2,151.2万股 | $104.98亿 | 2,107.1万股 | +44.1万股+2.09% | 加仓 |
 科磊KLAC |
| 0.59% | 0.34% | $109.90亿 | 3,648.8万股 | $53.99亿 | 367.3万股 | +3,281.5万股+893.44% | 加仓 |
 好市多COST |
| 0.53% | 0.66% | $98.98亿 | 1,062.7万股 | $105.76亿 | 1,065.9万股 | -3.2万股-0.30% | 减仓 |
 宝洁PG |
| 0.52% | 0.58% | $97.42亿 | 6,645.8万股 | $92.96亿 | 6,440.3万股 | +205.5万股+3.19% | 加仓 |
 GE航空GE |
| 0.49% | 0.45% | $92.70亿 | 2,482.9万股 | $71.88亿 | 2,537.2万股 | -54.3万股-2.14% | 减仓 |
 联合健康UNH |
| 0.48% | 0.38% | $90.08亿 | 2,175.2万股 | $61.40亿 | 2,276.9万股 | -101.7万股-4.47% | 减仓 |
| BBANK OF AMERBAC |
| 0.48% | 0.48% | $89.44亿 | 1.58亿股 | $76.68亿 | 1.58亿股 | -31.8万股-0.20% | 减仓 |
 家得宝HD |
| 0.47% | 0.51% | $89.04亿 | 2,526.3万股 | $81.93亿 | 2,493.8万股 | +32.5万股+1.31% | 加仓 |
 可口可乐KO |
| 0.46% | 0.44% | $85.98亿 | 1.06亿股 | $70.53亿 | 9,295.5万股 | +1,302.3万股+14.01% | 加仓 |
| SSANDISK COMSNDK |
| 0.43% | 0.17% | $81.55亿 | 359.1万股 | $26.72亿 | 421.3万股 | -62.1万股-14.75% | 减仓 |
 NETFLIXNFLX |
| 0.42% | 0.62% | $78.48亿 | 1.10亿股 | $99.18亿 | 1.04亿股 | +678.4万股+6.55% | 加仓 |
 默沙东MRK |
| 0.42% | 0.44% | $77.95亿 | 6,074.4万股 | $71.40亿 | 5,955.8万股 | +118.6万股+1.99% | 加仓 |
 GE VernovaGEV |
| 0.4% | 0.35% | $74.37亿 | 634.7万股 | $55.59亿 | 638.5万股 | -3.8万股-0.60% | 减仓 |
 雪佛龙CVX |
| 0.39% | 0.56% | $73.53亿 | 4,453.6万股 | $90.01亿 | 4,367.7万股 | +85.9万股+1.97% | 加仓 |
 德州仪器TXN |
| 0.38% | 0.28% | $71.47亿 | 2,403.8万股 | $45.68亿 | 2,358.9万股 | +44.9万股+1.90% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.38% | 0.4% | $70.64亿 | 3,903.9万股 | $63.57亿 | 3,846.1万股 | +57.7万股+1.50% | 加仓 |
 高盛GS |
| 0.37% | 0.37% | $70.18亿 | 694.9万股 | $60.08亿 | 711.5万股 | -16.6万股-2.34% | 减仓 |
 PALO ALTOPANW |
| 0.36% | 0.19% | $66.67亿 | 1,961.6万股 | $30.88亿 | 1,932.4万股 | +29.2万股+1.51% | 加仓 |
| IIBMIBM |
| 0.35% | 0.35% | $65.80亿 | 2,344.9万股 | $55.81亿 | 2,307.6万股 | +37.2万股+1.61% | 加仓 |
 帕兰提尔PLTR |
| 0.34% | 0.51% | $64.33亿 | 5,533.5万股 | $81.49亿 | 5,587.1万股 | -53.6万股-0.96% | 减仓 |
 雷神技术RTX |
| 0.34% | 0.4% | $62.85亿 | 3,318.3万股 | $63.99亿 | 3,325.0万股 | -6.7万股-0.20% | 减仓 |
 迈威尔MRVL |
| 0.33% | 0.08% | $62.70亿 | 2,112.6万股 | $12.42亿 | 1,258.5万股 | +854.2万股+67.87% | 加仓 |
 林德LIN |
| 0.33% | 0.37% | $62.04亿 | 1,194.3万股 | $58.68亿 | 1,183.2万股 | +11.1万股+0.94% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.32% | 0.36% | $60.83亿 | 7,389.3万股 | $58.56亿 | 7,384.8万股 | +4.5万股+0.06% | 加仓 |
| C花旗集团C |
| 0.31% | 0.3% | $57.42亿 | 4,105.5万股 | $47.92亿 | 4,231.3万股 | -125.8万股-2.97% | 减仓 |
 甲骨文ORCL |
| 0.31% | 0.35% | $57.26亿 | 3,924.9万股 | $57.04亿 | 3,894.8万股 | +30.1万股+0.77% | 加仓 |
