 英伟达NVDA |
| 6.69% | 6.84% | $117.10亿 | 5,852.2万股 | $105.73亿 | 6,062.3万股 | -210.1万股-3.47% | 减仓 |
 苹果AAPL |
| 5.5% | 5.46% | $96.31亿 | 3,328.3万股 | $84.28亿 | 3,321.0万股 | +7.3万股+0.22% | 加仓 |
 微软MSFT |
| 3.73% | 4.24% | $65.23亿 | 1,748.8万股 | $65.47亿 | 1,768.8万股 | -19.9万股-1.13% | 减仓 |
 亚马逊AMZN |
| 3.4% | 3.32% | $59.49亿 | 2,496.2万股 | $51.28亿 | 2,462.0万股 | +34.2万股+1.39% | 加仓 |
 谷歌AGOOGL |
| 2.77% | 2.46% | $48.54亿 | 1,358.4万股 | $38.02亿 | 1,322.2万股 | +36.2万股+2.73% | 加仓 |
 博通AVGO |
| 2.42% | 2.23% | $42.28亿 | 1,119.2万股 | $34.41亿 | 1,111.6万股 | +7.5万股+0.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.35% | 2.25% | $41.13亿 | 1,164.1万股 | $34.68亿 | 1,209.0万股 | -44.9万股-3.71% | 减仓 |
 美光科技MU |
| 1.93% | 0.67% | $33.76亿 | 292.4万股 | $10.42亿 | 308.4万股 | -16.0万股-5.18% | 减仓 |
 特斯拉TSLA |
| 1.79% | 1.8% | $31.28亿 | 743.8万股 | $27.74亿 | 746.1万股 | -2.3万股-0.31% | 减仓 |
 Meta平台META |
| 1.66% | 1.88% | $29.03亿 | 515.3万股 | $29.04亿 | 507.6万股 | +7.7万股+1.51% | 加仓 |
 AMD超威AMD |
| 1.62% | 0.69% | $28.40亿 | 488.8万股 | $10.72亿 | 526.8万股 | -38.0万股-7.21% | 减仓 |
 礼来LLY |
| 1.3% | 1.06% | $22.74亿 | 189.6万股 | $16.33亿 | 177.6万股 | +12.0万股+6.76% | 加仓 |
 摩根大通JPM |
| 1.1% | 1.16% | $19.34亿 | 590.8万股 | $17.97亿 | 611.1万股 | -20.3万股-3.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.94% | 1.01% | $16.39亿 | 327.6万股 | $15.59亿 | 325.3万股 | +2.3万股+0.70% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.91% | 1.12% | $15.93亿 | 2,005.7万股 | $17.24亿 | 1,859.4万股 | +146.3万股+7.87% | 加仓 |
 英特尔INTC |
| 0.85% | 0.32% | $14.80亿 | 1,060.1万股 | $4.92亿 | 1,114.3万股 | -54.2万股-4.86% | 减仓 |
 强生JNJ |
| 0.82% | 0.9% | $14.38亿 | 566.1万股 | $13.84亿 | 566.1万股 | +194股+0.00% | 加仓 |
 VisaV |
| 0.8% | 0.8% | $14.00亿 | 408.0万股 | $12.34亿 | 408.4万股 | -3,112股-0.08% | 减仓 |
 卡特彼勒CAT |
| 0.8% | 0.6% | $13.93亿 | 130.8万股 | $9.31亿 | 131.4万股 | -5,960股-0.45% | 减仓 |
 应用材料AMAT |
| 0.78% | 0.41% | $13.62亿 | 188.4万股 | $6.38亿 | 186.7万股 | +1.8万股+0.95% | 加仓 |
 泛林集团LRCX |
| 0.74% | 0.43% | $13.00亿 | 300.1万股 | $6.62亿 | 309.9万股 | -9.8万股-3.17% | 减仓 |
 埃克森美孚XOM |
| 0.71% | 1.03% | $12.41亿 | 908.0万股 | $15.87亿 | 935.2万股 | -27.3万股-2.92% | 减仓 |
 沃尔玛WMT |
| 0.68% | 0.89% | $11.87亿 | 1,047.7万股 | $13.70亿 | 1,102.7万股 | -55.0万股-4.98% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.65% | 0.81% | $11.30亿 | 2,823.5万股 | $12.53亿 | 2,683.5万股 | +140.0万股+5.22% | 加仓 |
 思科CSCO |
| 0.64% | 0.52% | $11.28亿 | 960.1万股 | $7.98亿 | 1,028.8万股 | -68.7万股-6.68% | 减仓 |
 万事达MA |
| 0.61% | 0.68% | $10.73亿 | 209.0万股 | $10.49亿 | 209.9万股 | -9,722股-0.46% | 减仓 |
 联合健康UNH |
| 0.6% | 0.46% | $10.55亿 | 253.9万股 | $7.07亿 | 261.4万股 | -7.6万股-2.90% | 减仓 |
 好市多COST |
| 0.58% | 0.68% | $10.11亿 | 108.0万股 | $10.46亿 | 105.0万股 | +3.0万股+2.90% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.55% | $9.93亿 | 394.6万股 | $8.51亿 | 391.5万股 | +3.1万股+0.79% | 加仓 |
 科磊KLAC |
| 0.55% | 0.3% | $9.55亿 | 316.4万股 | $4.65亿 | 31.6万股 | +284.8万股+901.70% | 加仓 |
 高盛GS |
| 0.51% | 0.5% | $8.93亿 | 88.3万股 | $7.69亿 | 90.9万股 | -2.7万股-2.92% | 减仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.48% | $8.55亿 | 1,501.1万股 | $7.44亿 | 1,525.3万股 | -24.1万股-1.58% | 减仓 |
 家得宝HD |
| 0.48% | 0.51% | $8.37亿 | 237.3万股 | $7.85亿 | 238.6万股 | -1.3万股-0.55% | 减仓 |
 GE航空GE |
| 0.48% | 0.42% | $8.36亿 | 223.6万股 | $6.42亿 | 226.3万股 | -2.7万股-1.20% | 减仓 |
 NETFLIXNFLX |
| 0.47% | 0.73% | $8.21亿 | 1,149.6万股 | $11.20亿 | 1,165.1万股 | -15.5万股-1.33% | 减仓 |
 宝洁PG |
| 0.47% | 0.52% | $8.14亿 | 555.2万股 | $8.11亿 | 561.2万股 | -6.1万股-1.08% | 减仓 |
 帕兰提尔PLTR |
| 0.46% | 0.67% | $8.03亿 | 688.4万股 | $10.32亿 | 705.5万股 | -17.1万股-2.43% | 减仓 |
 默沙东MRK |
| 0.45% | 0.49% | $7.93亿 | 616.9万股 | $7.54亿 | 626.9万股 | -10.0万股-1.60% | 减仓 |
 PALO ALTOPANW |
| 0.45% | 0.23% | $7.81亿 | 228.9万股 | $3.60亿 | 224.8万股 | +4.0万股+1.80% | 加仓 |
 可口可乐KO |
| 0.43% | 0.47% | $7.49亿 | 922.0万股 | $7.23亿 | 951.1万股 | -29.1万股-3.06% | 减仓 |
 GE VernovaGEV |
| 0.42% | 0.36% | $7.42亿 | 63.2万股 | $5.51亿 | 63.1万股 | +1,006股+0.16% | 加仓 |
 安费诺APH |
| 0.42% | 0.34% | $7.30亿 | 414.0万股 | $5.23亿 | 413.6万股 | +3,270股+0.08% | 加仓 |
 WELLTOWER COMWELL |
| 0.41% | 0.41% | $7.15亿 | 315.1万股 | $6.28亿 | 317.8万股 | -2.7万股-0.85% | 减仓 |
 林德LIN |
| 0.41% | 0.44% | $7.15亿 | 137.7万股 | $6.87亿 | 138.6万股 | -8,753股-0.63% | 减仓 |
 雪佛龙CVX |
| 0.41% | 0.59% | $7.14亿 | 431.0万股 | $9.12亿 | 440.7万股 | -9.8万股-2.22% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.4% | 0.36% | $6.93亿 | 174.4万股 | $5.51亿 | 173.2万股 | +1.2万股+0.71% | 加仓 |
 直觉外科ISRG |
| 0.39% | 0.44% | $6.80亿 | 170.9万股 | $6.76亿 | 146.6万股 | +24.4万股+16.62% | 加仓 |
| IIBMIBM |
| 0.38% | 0.37% | $6.59亿 | 234.5万股 | $5.69亿 | 234.8万股 | -3,363股-0.14% | 减仓 |
 RobinhoodHOOD |
| 0.38% | 0.31% | $6.59亿 | 656.9万股 | $4.72亿 | 681.3万股 | -24.4万股-3.58% | 减仓 |
 德州仪器TXN |
| 0.37% | 0.27% | $6.48亿 | 217.6万股 | $4.22亿 | 217.3万股 | +2,814股+0.13% | 加仓 |
