 英伟达NVDA |
| 6.95% | 7.03% | $37.63亿 | 1,880.6万股 | $34.56亿 | 1,981.6万股 | -101.0万股-5.10% | 减仓 |
 苹果AAPL |
| 6.06% | 6.15% | $32.84亿 | 1,134.8万股 | $30.27亿 | 1,192.7万股 | -57.8万股-4.85% | 减仓 |
 微软MSFT |
| 3.98% | 4.57% | $21.54亿 | 577.4万股 | $22.49亿 | 607.5万股 | -30.0万股-4.94% | 减仓 |
 亚马逊AMZN |
| 3.32% | 3.33% | $17.97亿 | 754.0万股 | $16.38亿 | 786.3万股 | -32.4万股-4.12% | 减仓 |
 谷歌AGOOGL |
| 2.98% | 2.77% | $16.16亿 | 452.2万股 | $13.61亿 | 473.2万股 | -21.0万股-4.44% | 减仓 |
 博通AVGO |
| 2.56% | 2.41% | $13.84亿 | 366.4万股 | $11.85亿 | 382.7万股 | -16.3万股-4.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.37% | 2.21% | $12.85亿 | 363.6万股 | $10.89亿 | 379.6万股 | -16.0万股-4.22% | 减仓 |
 美光科技MU |
| 1.87% | 0.64% | $10.15亿 | 87.9万股 | $3.12亿 | 92.5万股 | -4.5万股-4.90% | 减仓 |
 Meta平台META |
| 1.77% | 2.06% | $9.57亿 | 169.9万股 | $10.13亿 | 177.1万股 | -7.1万股-4.03% | 减仓 |
 特斯拉TSLA |
| 1.68% | 1.71% | $9.09亿 | 216.1万股 | $8.42亿 | 226.4万股 | -10.3万股-4.57% | 减仓 |
 礼来LLY |
| 1.37% | 1.2% | $7.41亿 | 61.8万股 | $5.92亿 | 64.4万股 | -2.6万股-4.03% | 减仓 |
 AMD超威AMD |
| 1.35% | 0.54% | $7.31亿 | 125.9万股 | $2.64亿 | 130.0万股 | -4.1万股-3.14% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.3% | 1.44% | $7.02亿 | 140.3万股 | $7.08亿 | 147.7万股 | -7.3万股-4.96% | 减仓 |
 摩根大通JPM |
| 1.23% | 1.31% | $6.69亿 | 204.3万股 | $6.43亿 | 218.5万股 | -14.2万股-6.49% | 减仓 |
 英特尔INTC |
| 0.92% | 0.32% | $5.00亿 | 358.3万股 | $1.58亿 | 357.2万股 | +1.1万股+0.30% | 加仓 |
 强生JNJ |
| 0.88% | 0.99% | $4.78亿 | 188.2万股 | $4.85亿 | 198.4万股 | -10.2万股-5.16% | 减仓 |
 应用材料AMAT |
| 0.82% | 0.44% | $4.46亿 | 61.8万股 | $2.16亿 | 63.2万股 | -1.4万股-2.25% | 减仓 |
 泛林集团LRCX |
| 0.81% | 0.47% | $4.41亿 | 101.7万股 | $2.29亿 | 107.2万股 | -5.5万股-5.10% | 减仓 |
 埃克森美孚XOM |
| 0.81% | 1.19% | $4.40亿 | 322.1万股 | $5.84亿 | 344.2万股 | -22.2万股-6.44% | 减仓 |
 VisaV |
| 0.79% | 0.83% | $4.27亿 | 124.5万股 | $4.06亿 | 134.3万股 | -9.8万股-7.32% | 减仓 |
 卡特彼勒CAT |
| 0.7% | 0.53% | $3.78亿 | 35.5万股 | $2.62亿 | 37.0万股 | -1.5万股-4.05% | 减仓 |
 沃尔玛WMT |
| 0.7% | 0.88% | $3.77亿 | 333.1万股 | $4.35亿 | 350.2万股 | -17.1万股-4.87% | 减仓 |
 思科CSCO |
| 0.66% | 0.5% | $3.57亿 | 303.5万股 | $2.47亿 | 317.7万股 | -14.2万股-4.46% | 减仓 |
 艾伯维ABBV |
| 0.63% | 0.64% | $3.44亿 | 136.7万股 | $3.14亿 | 144.2万股 | -7.6万股-5.25% | 减仓 |
 万事达MA |
| 0.59% | 0.68% | $3.19亿 | 62.1万股 | $3.34亿 | 66.8万股 | -4.7万股-7.05% | 减仓 |
 好市多COST |
| 0.59% | 0.72% | $3.17亿 | 33.9万股 | $3.55亿 | 35.6万股 | -1.7万股-4.75% | 减仓 |
 科磊KLAC |
| 0.58% | 0.32% | $3.13亿 | 103.6万股 | $1.59亿 | 10.8万股 | +92.8万股+859.17% | 加仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.53% | $2.92亿 | 512.0万股 | $2.63亿 | 539.3万股 | -27.3万股-5.06% | 减仓 |
 GE航空GE |
| 0.54% | 0.48% | $2.92亿 | 78.0万股 | $2.36亿 | 83.0万股 | -5.0万股-6.00% | 减仓 |
 联合健康UNH |
| 0.52% | 0.4% | $2.83亿 | 68.2万股 | $1.94亿 | 71.8万股 | -3.6万股-5.06% | 减仓 |
| SSANDISK COMSNDK |
| 0.48% | 0.15% | $2.62亿 | 11.5万股 | $7,397.6万 | 11.6万股 | -1,393股-1.20% | 减仓 |
 GE VernovaGEV |
| 0.47% | 0.39% | $2.56亿 | 21.8万股 | $1.91亿 | 21.9万股 | -1,471股-0.67% | 减仓 |
 家得宝HD |
| 0.47% | 0.51% | $2.56亿 | 72.5万股 | $2.52亿 | 76.5万股 | -4.1万股-5.30% | 减仓 |
 宝洁PG |
| 0.46% | 0.54% | $2.50亿 | 170.3万股 | $2.65亿 | 183.8万股 | -13.4万股-7.31% | 减仓 |
 默沙东MRK |
| 0.46% | 0.5% | $2.47亿 | 192.0万股 | $2.48亿 | 205.8万股 | -13.8万股-6.71% | 减仓 |
 雪佛龙CVX |
| 0.44% | 0.65% | $2.40亿 | 144.6万股 | $3.21亿 | 155.0万股 | -10.4万股-6.70% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.67% | $2.33亿 | 326.5万股 | $3.30亿 | 342.8万股 | -16.3万股-4.77% | 减仓 |
 可口可乐KO |
| 0.42% | 0.46% | $2.30亿 | 282.9万股 | $2.26亿 | 297.5万股 | -14.6万股-4.91% | 减仓 |
 高盛GS |
| 0.42% | 0.41% | $2.29亿 | 22.6万股 | $2.03亿 | 24.0万股 | -1.4万股-5.85% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.39% | 0.43% | $2.13亿 | 117.9万股 | $2.11亿 | 127.7万股 | -9.8万股-7.66% | 减仓 |
 帕兰提尔PLTR |
| 0.38% | 0.55% | $2.06亿 | 176.5万股 | $2.70亿 | 184.5万股 | -8.1万股-4.37% | 减仓 |
 PALO ALTOPANW |
| 0.38% | 0.2% | $2.06亿 | 60.3万股 | $9,804.4万 | 61.2万股 | -8,090股-1.32% | 减仓 |
 雷神技术RTX |
| 0.38% | 0.44% | $2.03亿 | 107.3万股 | $2.15亿 | 111.3万股 | -4.0万股-3.64% | 减仓 |
 德州仪器TXN |
| 0.37% | 0.28% | $2.01亿 | 67.5万股 | $1.37亿 | 70.5万股 | -2.9万股-4.17% | 减仓 |
| IIBMIBM |
| 0.36% | 0.36% | $1.96亿 | 69.6万股 | $1.76亿 | 72.6万股 | -3.0万股-4.15% | 减仓 |
 摩根士丹利MS |
| 0.36% | 0.33% | $1.93亿 | 92.1万股 | $1.62亿 | 98.5万股 | -6.4万股-6.50% | 减仓 |
 甲骨文ORCL |
| 0.35% | 0.4% | $1.88亿 | 128.3万股 | $1.95亿 | 132.6万股 | -4.3万股-3.23% | 减仓 |
| C花旗集团C |
| 0.35% | 0.33% | $1.88亿 | 134.3万股 | $1.64亿 | 145.0万股 | -10.7万股-7.38% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.35% | 0.41% | $1.88亿 | 227.3万股 | $1.99亿 | 250.2万股 | -22.9万股-9.16% | 减仓 |
 迈威尔MRVL |
| 0.34% | — | $1.85亿 | 62.3万股 | $0 | 0股 | +62.3万股 | 新买入 |
