 英伟达NVDA |
| 6.58% | 6.68% | $5.28亿 | 263.7万股 | $4.27亿 | 244.6万股 | +19.0万股+7.78% | 加仓 |
 苹果AAPL |
| 5.83% | 5.93% | $4.68亿 | 161.6万股 | $3.79亿 | 149.3万股 | +12.4万股+8.30% | 加仓 |
 微软MSFT |
| 3.68% | 4.13% | $2.95亿 | 79.1万股 | $2.64亿 | 71.3万股 | +7.8万股+10.89% | 加仓 |
 谷歌AGOOGL |
| 2.84% | — | $2.27亿 | 63.7万股 | $0 | 0股 | +63.7万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.69% | 5.27% | $2.16亿 | 61.2万股 | $3.37亿 | 117.2万股 | -56.1万股-47.82% | 减仓 |
 亚马逊AMZN |
| 2.54% | 2.56% | $2.04亿 | 85.6万股 | $1.64亿 | 78.6万股 | +7.0万股+8.87% | 加仓 |
 美光科技MU |
| 1.91% | 0.67% | $1.53亿 | 13.3万股 | $4,246.7万 | 12.6万股 | +6,867股+5.46% | 加仓 |
 博通AVGO |
| 1.9% | 1.74% | $1.53亿 | 40.4万股 | $1.11亿 | 35.9万股 | +4.5万股+12.45% | 加仓 |
 礼来LLY |
| 1.36% | 1.22% | $1.09亿 | 9.1万股 | $7,775.2万 | 8.5万股 | +6,386股+7.55% | 加仓 |
 AMD超威AMD |
| 1.25% | 0.51% | $1.00亿 | 17.3万股 | $3,257.6万 | 16.0万股 | +1.3万股+7.95% | 加仓 |
 Meta平台META |
| 1.19% | 1.44% | $9,533.6万 | 16.9万股 | $9,182.5万 | 16.0万股 | +8,752股+5.45% | 加仓 |
 应用材料AMAT |
| 1.03% | 0.58% | $8,271.1万 | 11.4万股 | $3,702.2万 | 10.8万股 | +6,083股+5.62% | 加仓 |
 特斯拉TSLA |
| 1.02% | 1.04% | $8,192.3万 | 19.5万股 | $6,631.3万 | 17.8万股 | +1.6万股+9.19% | 加仓 |
 泛林集团LRCX |
| 0.94% | 0.58% | $7,510.1万 | 17.3万股 | $3,673.3万 | 17.2万股 | +1,389股+0.81% | 加仓 |
 VisaV |
| 0.88% | 0.88% | $7,061.9万 | 20.6万股 | $5,645.8万 | 18.7万股 | +1.9万股+10.19% | 加仓 |
 英特尔INTC |
| 0.87% | 0.32% | $6,953.6万 | 49.8万股 | $2,074.8万 | 47.0万股 | +2.8万股+5.92% | 加仓 |
 思科CSCO |
| 0.8% | 0.63% | $6,433.2万 | 54.8万股 | $4,026.8万 | 51.9万股 | +2.9万股+5.53% | 加仓 |
 卡特彼勒CAT |
| 0.8% | 0.62% | $6,387.4万 | 6.0万股 | $3,978.3万 | 5.6万股 | +3,826股+6.81% | 加仓 |
 科磊KLAC |
| 0.66% | 0.39% | $5,311.8万 | 17.6万股 | $2,503.5万 | 1.7万股 | +15.9万股+935.43% | 加仓 |
 高盛GS |
| 0.65% | 0.66% | $5,207.3万 | 5.1万股 | $4,235.5万 | 5.0万股 | +1,422股+2.84% | 加仓 |
 万事达MA |
| 0.62% | 0.71% | $4,945.9万 | 9.6万股 | $4,540.8万 | 9.1万股 | +5,421股+5.97% | 加仓 |
 台积电TSM |
| 0.6% | 0.46% | $4,802.1万 | 10.1万股 | $2,905.8万 | 8.6万股 | +1.5万股+16.94% | 加仓 |
 默沙东MRK |
| 0.57% | 0.61% | $4,600.8万 | 35.8万股 | $3,925.0万 | 32.6万股 | +3.2万股+9.73% | 加仓 |
 联合健康UNH |
| 0.54% | 0.4% | $4,358.4万 | 10.5万股 | $2,522.2万 | 9.3万股 | +1.2万股+12.50% | 加仓 |
 阿斯麦ASML |
| 0.53% | 0.41% | $4,241.5万 | 2.1万股 | $2,632.1万 | 2.0万股 | +1,392股+6.99% | 加仓 |
 摩根士丹利MS |
| 0.52% | 0.51% | $4,188.8万 | 20.0万股 | $3,279.3万 | 19.9万股 | +1,117股+0.56% | 加仓 |
 GE VernovaGEV |
| 0.49% | 0.44% | $3,916.6万 | 3.3万股 | $2,806.5万 | 3.2万股 | +1,185股+3.69% | 加仓 |
 NETFLIXNFLX |
| 0.47% | 0.77% | $3,798.0万 | 53.2万股 | $4,907.8万 | 51.0万股 | +2.2万股+4.21% | 加仓 |
 家得宝HD |
| 0.47% | 0.52% | $3,779.4万 | 10.7万股 | $3,321.7万 | 10.1万股 | +6,164股+6.10% | 加仓 |
| IIBMIBM |
| 0.46% | 0.48% | $3,712.2万 | 13.2万股 | $3,065.9万 | 12.6万股 | +5,522股+4.37% | 加仓 |
 康宁GLW |
| 0.44% | 0.32% | $3,533.0万 | 13.8万股 | $2,039.8万 | 15.0万股 | -1.2万股-7.80% | 减仓 |
 甲骨文ORCL |
| 0.43% | 0.5% | $3,452.3万 | 23.6万股 | $3,160.7万 | 21.5万股 | +2.1万股+9.64% | 加仓 |
| SSANDISK COMSNDK |
| 0.4% | 0.13% | $3,188.8万 | 1.4万股 | $804.9万 | 1.3万股 | +1,355股+10.70% | 加仓 |
 PALO ALTOPANW |
| 0.39% | 0.23% | $3,146.4万 | 9.2万股 | $1,464.2万 | 9.1万股 | +932股+1.02% | 加仓 |
 西部数据WDC |
| 0.39% | 0.21% | $3,131.7万 | 4.9万股 | $1,335.1万 | 4.9万股 | -329股-0.67% | 减仓 |
 摩根大通JPM |
| 0.38% | 0.39% | $3,012.3万 | 9.2万股 | $2,462.3万 | 8.4万股 | +8,322股+9.94% | 加仓 |
| B纽约梅隆银行BK |
| 0.37% | 0.38% | $2,994.7万 | 20.7万股 | $2,406.8万 | 20.3万股 | +4,209股+2.07% | 加仓 |
| BBANK OF AMERBAC |
| 0.37% | 0.36% | $2,968.2万 | 52.1万股 | $2,282.3万 | 46.8万股 | +5.3万股+11.27% | 加仓 |
 德州仪器TXN |
| 0.37% | 0.27% | $2,948.7万 | 9.9万股 | $1,709.6万 | 8.8万股 | +1.1万股+12.34% | 加仓 |
 美国运通AXP |
| 0.36% | 0.39% | $2,896.6万 | 8.6万股 | $2,463.8万 | 8.1万股 | +4,179股+5.13% | 加仓 |
 TJXTJX |
| 0.36% | 0.43% | $2,854.8万 | 18.8万股 | $2,776.3万 | 17.4万股 | +1.5万股+8.39% | 加仓 |
 强生JNJ |
| 0.35% | 0.4% | $2,787.5万 | 11.0万股 | $2,527.8万 | 10.3万股 | +6,345股+6.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.4% | $2,780.7万 | 5.6万股 | $2,564.8万 | 5.4万股 | +2,048股+3.83% | 加仓 |
 GE航空GE |
| 0.34% | 0.25% | $2,726.1万 | 7.3万股 | $1,615.7万 | 5.7万股 | +1.6万股+28.11% | 加仓 |
 WELLTOWER COMWELL |
| 0.33% | 0.34% | $2,656.8万 | 11.7万股 | $2,184.8万 | 11.1万股 | +6,554股+5.93% | 加仓 |
 威瑞森VZ |
| 0.32% | 0.44% | $2,567.7万 | 60.6万股 | $2,828.6万 | 56.3万股 | +4.3万股+7.63% | 加仓 |
| T赛默飞世尔TMO |
| 0.3% | 0.37% | $2,432.5万 | 4.9万股 | $2,370.6万 | 4.8万股 | +287股+0.60% | 加仓 |
 雅培ABT |
| 0.29% | 0.36% | $2,327.1万 | 25.6万股 | $2,306.2万 | 22.5万股 | +3.2万股+14.17% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.28% | 0.28% | $2,282.8万 | 9.3万股 | $1,761.0万 | 8.5万股 | +8,086股+9.55% | 加仓 |
 迪士尼DIS |
| 0.28% | 0.33% | $2,278.8万 | 23.7万股 | $2,077.2万 | 21.6万股 | +2.1万股+9.86% | 加仓 |
