 英伟达NVDA |
| 7.84% | 8.91% | $9.93亿 | 496.3万股 | $8.51亿 | 494.5万股 | +1.8万股+0.37% | 加仓 |
 苹果AAPL |
| 6.09% | 5.48% | $7.72亿 | 266.7万股 | $5.23亿 | 208.7万股 | +58.0万股+27.80% | 加仓 |
 谷歌AGOOGL |
| 5.95% | 5.88% | $7.54亿 | 210.9万股 | $5.62亿 | 198.3万股 | +12.6万股+6.34% | 加仓 |
 微软MSFT |
| 4.35% | 4.37% | $5.51亿 | 147.8万股 | $4.17亿 | 115.1万股 | +32.8万股+28.47% | 加仓 |
 博通AVGO |
| 3.07% | 2.76% | $3.89亿 | 103.0万股 | $2.64亿 | 86.5万股 | +16.5万股+19.06% | 加仓 |
 亚马逊AMZN |
| 2.48% | 1.99% | $3.14亿 | 131.9万股 | $1.90亿 | 94.8万股 | +37.2万股+39.21% | 加仓 |
 美光科技MU |
| 2.43% | 0.69% | $3.08亿 | 26.7万股 | $6,590.4万 | 19.5万股 | +7.2万股+36.76% | 加仓 |
 应用材料AMAT |
| 2.39% | 1.52% | $3.03亿 | 41.9万股 | $1.46亿 | 42.6万股 | -7,408股-1.74% | 减仓 |
 Meta平台META |
| 2% | 2.11% | $2.54亿 | 45.0万股 | $2.02亿 | 35.5万股 | +9.5万股+26.71% | 加仓 |
 礼来LLY |
| 1.81% | 1.33% | $2.29亿 | 19.1万股 | $1.27亿 | 13.8万股 | +5.3万股+38.12% | 加仓 |
 VisaV |
| 1.46% | 1.53% | $1.85亿 | 53.9万股 | $1.46亿 | 49.7万股 | +4.2万股+8.48% | 加仓 |
 万事达MA |
| 1.4% | 1.93% | $1.77亿 | 34.5万股 | $1.84亿 | 36.9万股 | -2.3万股-6.28% | 减仓 |
 摩根大通JPM |
| 1.28% | 1.67% | $1.63亿 | 49.7万股 | $1.60亿 | 54.8万股 | -5.1万股-9.33% | 减仓 |
 可口可乐KO |
| 1.27% | 1.19% | $1.60亿 | 197.4万股 | $1.13亿 | 149.0万股 | +48.4万股+32.47% | 加仓 |
 科磊KLAC |
| 1.07% | 1.43% | $1.35亿 | 44.8万股 | $1.36亿 | 9.3万股 | +35.5万股+383.00% | 加仓 |
 TJXTJX |
| 1.01% | 0.98% | $1.28亿 | 84.2万股 | $9,374.9万 | 58.7万股 | +25.5万股+43.50% | 加仓 |
 强生JNJ |
| 0.98% | 1.01% | $1.24亿 | 48.8万股 | $9,666.6万 | 39.6万股 | +9.2万股+23.28% | 加仓 |
 好市多COST |
| 0.9% | 1.25% | $1.14亿 | 12.2万股 | $1.20亿 | 12.0万股 | +2,089股+1.74% | 加仓 |
 ADPADP |
| 0.84% | 0.23% | $1.07亿 | 47.6万股 | $2,200.1万 | 10.8万股 | +36.8万股+339.74% | 加仓 |
 AMD超威AMD |
| 0.79% | 0.18% | $9,975.6万 | 17.2万股 | $1,746.5万 | 8.6万股 | +8.6万股+100.02% | 加仓 |
 卡特彼勒CAT |
| 0.73% | 0.71% | $9,270.5万 | 8.7万股 | $6,775.6万 | 9.6万股 | -8,584股-8.98% | 减仓 |
 思科CSCO |
| 0.71% | 1.1% | $9,018.9万 | 76.8万股 | $1.05亿 | 138.7万股 | -61.9万股-44.64% | 减仓 |
 Arista网络ANET |
| 0.7% | 0.62% | $8,890.5万 | 52.3万股 | $5,883.9万 | 47.9万股 | +4.4万股+9.21% | 加仓 |
 特斯拉TSLA |
| 0.68% | 0.52% | $8,607.1万 | 20.5万股 | $4,934.0万 | 13.3万股 | +7.2万股+54.18% | 加仓 |
 纽蒙特NEM |
| 0.66% | 0.98% | $8,388.5万 | 89.8万股 | $9,334.5万 | 86.2万股 | +3.6万股+4.15% | 加仓 |
 百事可乐PEP |
| 0.65% | 0.57% | $8,228.4万 | 60.8万股 | $5,445.4万 | 35.1万股 | +25.7万股+73.31% | 加仓 |
 沃尔玛WMT |
| 0.61% | 0.69% | $7,774.1万 | 68.6万股 | $6,550.2万 | 52.7万股 | +15.9万股+30.22% | 加仓 |
| EEBAY COMEBAY |
| 0.61% | 0.5% | $7,681.9万 | 68.7万股 | $4,796.7万 | 52.7万股 | +16.0万股+30.44% | 加仓 |
 EMCOREME |
| 0.58% | 0.75% | $7,397.7万 | 8.9万股 | $7,196.2万 | 9.7万股 | -8,327股-8.54% | 减仓 |
 联合健康UNH |
| 0.57% | 0.28% | $7,260.5万 | 17.5万股 | $2,655.5万 | 10.3万股 | +7.1万股+68.97% | 加仓 |
 PROGRESSIVEPGR |
| 0.57% | 0.53% | $7,250.6万 | 33.2万股 | $5,070.6万 | 25.6万股 | +7.6万股+29.76% | 加仓 |
 好事达ALL |
| 0.56% | 0.43% | $7,034.4万 | 29.6万股 | $4,078.0万 | 19.7万股 | +9.9万股+50.31% | 加仓 |
 高露洁CL |
| 0.52% | 0.44% | $6,571.4万 | 71.7万股 | $4,247.7万 | 49.8万股 | +21.8万股+43.82% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.52% | 0.43% | $6,530.3万 | 3.3万股 | $4,129.2万 | 3.0万股 | +3,005股+10.04% | 加仓 |
 威瑞森VZ |
| 0.51% | 0.9% | $6,478.3万 | 153.0万股 | $8,586.9万 | 171.3万股 | -18.3万股-10.67% | 减仓 |
 TRAVELERS COSTRV |
| 0.5% | 0.36% | $6,363.7万 | 19.3万股 | $3,405.4万 | 12.0万股 | +7.2万股+60.13% | 加仓 |
 阿默普莱斯AMP |
| 0.5% | 0.52% | $6,342.3万 | 13.8万股 | $5,009.2万 | 11.3万股 | +2.6万股+22.65% | 加仓 |
 艾伯维ABBV |
| 0.48% | 1.02% | $6,084.6万 | 24.2万股 | $9,781.5万 | 45.1万股 | -20.9万股-46.33% | 减仓 |
 默沙东MRK |
| 0.48% | 1.41% | $6,022.1万 | 46.9万股 | $1.35亿 | 112.8万股 | -65.9万股-58.44% | 减仓 |
 百时美施贵宝BMY |
| 0.47% | 0.36% | $5,954.2万 | 103.3万股 | $3,441.2万 | 56.7万股 | +46.6万股+82.13% | 加仓 |
 NetEase, Inc. ADRNTES |
| 0.47% | 0.4% | $5,900.4万 | 46.0万股 | $3,808.7万 | 34.0万股 | +12.0万股+35.33% | 加仓 |
 ROSS STORES COMROST |
| 0.46% | 0.47% | $5,802.2万 | 27.3万股 | $4,464.2万 | 20.6万股 | +6.7万股+32.28% | 加仓 |
 家得宝HD |
| 0.45% | 0.48% | $5,703.9万 | 16.2万股 | $4,625.1万 | 15.1万股 | +1.1万股+7.34% | 加仓 |
 西部数据WDC |
| 0.43% | 0.3% | $5,487.6万 | 8.6万股 | $2,883.4万 | 10.7万股 | -2.1万股-19.40% | 减仓 |
 固安捷GWW |
| 0.43% | 0.14% | $5,470.3万 | 4.0万股 | $1,361.9万 | 1.2万股 | +2.8万股+222.07% | 加仓 |
| IIBMIBM |
| 0.43% | 0.75% | $5,403.6万 | 19.2万股 | $7,198.4万 | 29.7万股 | -10.5万股-35.30% | 减仓 |
 安费诺APH |
| 0.41% | 0.39% | $5,163.1万 | 29.3万股 | $3,744.1万 | 29.6万股 | -3,502股-1.18% | 减仓 |
| EEXPEDITORS INTL WASHEXPE |
| 0.4% | — | $5,049.9万 | 31.0万股 | $0 | 0股 | +31.0万股 | 新买入 |
| BBANK OF AMERBAC |
| 0.39% | 0.27% | $4,916.7万 | 86.3万股 | $2,550.7万 | 52.3万股 | +34.0万股+64.92% | 加仓 |
 GSK SPONSORED ADRGSK |
| 0.38% | 0.35% | $4,779.8万 | 91.2万股 | $3,342.7万 | 60.6万股 | +30.6万股+50.55% | 加仓 |
