 英伟达NVDA |
| 7.41% | 7.73% | $1.60亿 | 79.8万股 | $2.88亿 | 165.0万股 | -85.2万股-51.62% | 减仓 |
 苹果AAPL |
| 6.49% | 6.46% | $1.40亿 | 48.4万股 | $2.41亿 | 94.8万股 | -46.4万股-48.98% | 减仓 |
 微软MSFT |
| 3.57% | 3.94% | $7,697.6万 | 20.6万股 | $1.47亿 | 39.7万股 | -19.0万股-47.97% | 减仓 |
 亚马逊AMZN |
| 3.49% | 3.43% | $7,513.4万 | 31.5万股 | $1.28亿 | 61.3万股 | -29.7万股-48.55% | 减仓 |
 谷歌AGOOGL |
| 2.87% | 2.73% | $6,182.8万 | 17.3万股 | $1.02亿 | 35.3万股 | -18.0万股-51.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.3% | 2.23% | $4,957.2万 | 14.0万股 | $8,282.9万 | 28.9万股 | -14.8万股-51.41% | 减仓 |
 博通AVGO |
| 2.29% | 2.05% | $4,924.8万 | 13.0万股 | $7,615.8万 | 24.6万股 | -11.6万股-47.02% | 减仓 |
 Meta平台META |
| 1.91% | 2.14% | $4,110.0万 | 7.3万股 | $7,959.2万 | 13.9万股 | -6.6万股-47.55% | 减仓 |
 AMD超威AMD |
| 1.83% | 0.86% | $3,933.5万 | 6.8万股 | $3,193.1万 | 15.7万股 | -8.9万股-56.86% | 减仓 |
 特斯拉TSLA |
| 1.68% | 1.77% | $3,624.1万 | 8.6万股 | $6,593.2万 | 17.7万股 | -9.1万股-51.42% | 减仓 |
 美光科技MU |
| 1.62% | 0.45% | $3,484.0万 | 3.0万股 | $1,657.0万 | 4.9万股 | -1.9万股-38.44% | 减仓 |
 摩根大通JPM |
| 1.34% | 1.38% | $2,892.6万 | 8.8万股 | $5,155.6万 | 17.5万股 | -8.7万股-49.58% | 减仓 |
 礼来LLY |
| 1.25% | 1.13% | $2,690.3万 | 2.2万股 | $4,222.1万 | 4.6万股 | -2.3万股-51.14% | 减仓 |
 英特尔INTC |
| 1.15% | 0.44% | $2,479.3万 | 17.8万股 | $1,627.2万 | 36.9万股 | -19.1万股-51.85% | 减仓 |
 科磊KLAC |
| 1.05% | 0.8% | $2,255.9万 | 7.5万股 | $2,983.4万 | 2.0万股 | +5.5万股+269.01% | 加仓 |
 思科CSCO |
| 0.97% | 0.85% | $2,093.3万 | 17.8万股 | $3,146.6万 | 40.6万股 | -22.7万股-56.06% | 减仓 |
 强生JNJ |
| 0.92% | 1.04% | $1,985.6万 | 7.8万股 | $3,885.7万 | 15.9万股 | -8.1万股-50.82% | 减仓 |
 阿斯利康AZN |
| 0.92% | 1.04% | $1,982.8万 | 10.6万股 | $3,862.1万 | 19.9万股 | -9.3万股-46.82% | 减仓 |
 VisaV |
| 0.89% | 0.89% | $1,913.4万 | 5.6万股 | $3,306.5万 | 10.9万股 | -5.4万股-49.02% | 减仓 |
 应用材料AMAT |
| 0.86% | 0.51% | $1,856.4万 | 2.6万股 | $1,882.3万 | 5.5万股 | -2.9万股-53.38% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.82% | 0.88% | $1,763.6万 | 4.4万股 | $3,283.8万 | 10.3万股 | -5.9万股-56.98% | 减仓 |
 泛林集团LRCX |
| 0.8% | 0.04% | $1,726.8万 | 4.0万股 | $136.5万 | 6,387股 | +3.3万股+523.92% | 加仓 |
 可口可乐KO |
| 0.78% | 0.93% | $1,676.8万 | 20.6万股 | $3,478.6万 | 45.5万股 | -24.8万股-54.61% | 减仓 |
 麦当劳MCD |
| 0.77% | 0.82% | $1,669.2万 | 6.2万股 | $3,055.8万 | 9.8万股 | -3.7万股-37.20% | 减仓 |
 百时美施贵宝BMY |
| 0.77% | 0.9% | $1,667.1万 | 28.9万股 | $3,364.9万 | 55.5万股 | -26.5万股-47.85% | 减仓 |
 林德LIN |
| 0.68% | 0.02% | $1,467.2万 | 2.8万股 | $89.0万 | 1,796股 | +2.6万股+1,474.22% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.65% | $1,419.8万 | 5.6万股 | $2,412.8万 | 11.1万股 | -5.5万股-49.14% | 减仓 |
 GE VernovaGEV |
| 0.65% | 0.51% | $1,411.0万 | 1.2万股 | $1,913.1万 | 2.2万股 | -9,895股-45.17% | 减仓 |
 万事达MA |
| 0.65% | 0.74% | $1,402.8万 | 2.7万股 | $2,752.3万 | 5.5万股 | -2.8万股-50.41% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.6% | 0.38% | $1,295.8万 | 22.4万股 | $1,432.4万 | 24.7万股 | -2.3万股-9.19% | 减仓 |
| BBANK OF AMERBAC |
| 0.6% | 0.58% | $1,288.5万 | 22.6万股 | $2,177.2万 | 44.7万股 | -22.0万股-49.37% | 减仓 |
 KEURIG DR PEPPER COMKDP |
| 0.56% | 0.55% | $1,202.8万 | 36.7万股 | $2,044.4万 | 77.1万股 | -40.3万股-52.31% | 减仓 |
 联合健康UNH |
| 0.56% | 0.4% | $1,200.0万 | 2.9万股 | $1,507.5万 | 5.6万股 | -2.7万股-48.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.84% | $1,185.4万 | 2.4万股 | $3,125.5万 | 6.5万股 | -4.2万股-63.68% | 减仓 |
 AMGEN COMAMGN |
| 0.55% | 0.44% | $1,182.3万 | 3.3万股 | $1,620.4万 | 4.6万股 | -1.3万股-29.11% | 减仓 |
 罗克韦尔自动化ROK |
| 0.54% | 0.54% | $1,153.6万 | 2.3万股 | $2,005.4万 | 5.6万股 | -3.3万股-58.30% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.53% | 0.65% | $1,141.0万 | 9.0万股 | $2,419.2万 | 17.4万股 | -8.3万股-47.97% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.53% | 0.44% | $1,137.1万 | 2.6万股 | $1,637.2万 | 10.0万股 | -7.3万股-73.58% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.52% | 0.55% | $1,127.5万 | 6.7万股 | $2,053.7万 | 9.8万股 | -3.1万股-31.25% | 减仓 |
 家得宝HD |
| 0.52% | 0.55% | $1,124.6万 | 3.2万股 | $2,044.2万 | 6.2万股 | -3.0万股-48.70% | 减仓 |
 艺康ECL |
| 0.52% | 0.64% | $1,119.7万 | 4.0万股 | $2,398.1万 | 9.0万股 | -5.0万股-55.30% | 减仓 |
 Arista网络ANET |
| 0.52% | 0.38% | $1,117.7万 | 6.6万股 | $1,396.2万 | 11.4万股 | -4.8万股-42.14% | 减仓 |
 卡地纳健康CAH |
| 0.51% | 0.49% | $1,096.8万 | 4.6万股 | $1,821.4万 | 8.6万股 | -4.0万股-46.44% | 减仓 |
 优步UBER |
| 0.5% | 0.53% | $1,081.8万 | 15.0万股 | $1,969.7万 | 27.4万股 | -12.4万股-45.25% | 减仓 |
| FFASTENAL COMFAST |
| 0.49% | 0.52% | $1,048.7万 | 21.8万股 | $1,946.4万 | 41.9万股 | -20.1万股-47.95% | 减仓 |
 福泰制药VRTX |
| 0.49% | 0.35% | $1,046.9万 | 2.1万股 | $1,320.9万 | 3.0万股 | -8,505股-28.75% | 减仓 |
 沃特世WAT |
| 0.48% | 0.47% | $1,041.8万 | 2.8万股 | $1,743.2万 | 5.9万股 | -3.1万股-52.54% | 减仓 |
 EquinixEQIX |
| 0.47% | 0.44% | $1,021.2万 | 9,797股 | $1,623.6万 | 1.7万股 | -6,766股-40.85% | 减仓 |
 高盛GS |
| 0.47% | 0.45% | $1,006.0万 | 9,947股 | $1,665.4万 | 2.0万股 | -9,739股-49.47% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.45% | 0.39% | $968.1万 | 4.7万股 | $1,435.2万 | 8.9万股 | -4.2万股-47.51% | 减仓 |
