 英伟达NVDA |
| 8.44% | 8.02% | $1.37亿 | 68.5万股 | $1.15亿 | 66.2万股 | +2.3万股+3.50% | 加仓 |
 苹果AAPL |
| 6.41% | 6.44% | $1.04亿 | 36.0万股 | $9,263.3万 | 36.5万股 | -5,193股-1.42% | 减仓 |
 谷歌AGOOGL |
| 5.44% | 5.01% | $8,841.8万 | 24.7万股 | $7,207.4万 | 25.1万股 | -3,226股-1.29% | 减仓 |
 微软MSFT |
| 4.51% | 5.13% | $7,321.9万 | 19.6万股 | $7,382.7万 | 19.9万股 | -3,155股-1.58% | 减仓 |
 亚马逊AMZN |
| 3.13% | 3.16% | $5,091.4万 | 21.4万股 | $4,547.9万 | 21.8万股 | -4,745股-2.17% | 减仓 |
 博通AVGO |
| 2.88% | 2.6% | $4,679.3万 | 12.4万股 | $3,734.0万 | 12.1万股 | +3,232股+2.68% | 加仓 |
 摩根大通JPM |
| 1.79% | 1.77% | $2,908.5万 | 8.9万股 | $2,549.0万 | 8.7万股 | +2,201股+2.54% | 加仓 |
 美光科技MU |
| 1.75% | 0.35% | $2,837.1万 | 2.5万股 | $505.3万 | 1.5万股 | +9,622股+64.33% | 加仓 |
 Meta平台META |
| 1.67% | 1.9% | $2,712.6万 | 4.8万股 | $2,732.6万 | 4.8万股 | +394股+0.82% | 加仓 |
| C花旗集团C |
| 1.53% | 1.5% | $2,487.5万 | 17.8万股 | $2,160.5万 | 19.1万股 | -1.3万股-6.70% | 减仓 |
 特斯拉TSLA |
| 1.39% | 1.09% | $2,257.2万 | 5.4万股 | $1,571.8万 | 4.2万股 | +1.1万股+26.93% | 加仓 |
 AMD超威AMD |
| 1.2% | 0.43% | $1,946.7万 | 3.4万股 | $624.0万 | 3.1万股 | +2,839股+9.26% | 加仓 |
 思科CSCO |
| 1.19% | 0.93% | $1,927.7万 | 16.4万股 | $1,342.6万 | 17.3万股 | -8,917股-5.15% | 减仓 |
 礼来LLY |
| 1.1% | 0.88% | $1,787.4万 | 1.5万股 | $1,260.4万 | 1.4万股 | +1,199股+8.75% | 加仓 |
 WELLTOWER COMWELL |
| 0.98% | 0.95% | $1,591.6万 | 7.0万股 | $1,372.3万 | 6.9万股 | +715股+1.03% | 加仓 |
 安费诺APH |
| 0.96% | 0.64% | $1,567.2万 | 8.9万股 | $917.7万 | 7.3万股 | +1.6万股+22.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.96% | 0.81% | $1,554.7万 | 4.4万股 | $1,161.7万 | 4.0万股 | +3,504股+8.65% | 加仓 |
 万事达MA |
| 0.87% | 0.92% | $1,405.3万 | 2.7万股 | $1,326.4万 | 2.7万股 | +816股+3.07% | 加仓 |
 EquinixEQIX |
| 0.86% | 0.92% | $1,404.6万 | 1.3万股 | $1,326.5万 | 1.4万股 | -57股-0.42% | 减仓 |
 联合健康UNH |
| 0.84% | 0.35% | $1,370.0万 | 3.3万股 | $501.9万 | 1.9万股 | +1.4万股+77.72% | 加仓 |
 西部数据WDC |
| 0.81% | 0.39% | $1,322.9万 | 2.1万股 | $560.5万 | 2.1万股 | -8股-0.04% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.79% | 0.09% | $1,281.7万 | 3.2万股 | $135.7万 | 4,265股 | +2.8万股+656.65% | 加仓 |
 科磊KLAC |
| 0.76% | 0.97% | $1,240.1万 | 4.1万股 | $1,391.7万 | 9,452股 | +3.2万股+334.84% | 加仓 |
 强生JNJ |
| 0.69% | 0.74% | $1,114.0万 | 4.4万股 | $1,057.8万 | 4.3万股 | +588股+1.36% | 加仓 |
 VisaV |
| 0.68% | 0.71% | $1,109.2万 | 3.2万股 | $1,027.2万 | 3.4万股 | -1,655股-4.87% | 减仓 |
 AMGEN COMAMGN |
| 0.64% | 0.65% | $1,041.7万 | 2.9万股 | $929.3万 | 2.6万股 | +2,356股+8.92% | 加仓 |
 BOOKING COMBKNG |
| 0.62% | 0.75% | $999.0万 | 5.6万股 | $1,080.4万 | 2,566股 | +5.3万股+2,084.22% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.61% | 0.78% | $991.3万 | 7.8万股 | $1,115.4万 | 8.0万股 | -1,568股-1.96% | 减仓 |
 英特尔INTC |
| 0.61% | 0.25% | $983.8万 | 7.0万股 | $354.1万 | 8.0万股 | -9,770股-12.18% | 减仓 |
 百时美施贵宝BMY |
| 0.6% | 0.81% | $981.4万 | 17.0万股 | $1,167.8万 | 19.3万股 | -2.2万股-11.54% | 减仓 |
 泛林集团LRCX |
| 0.6% | 0.3% | $976.3万 | 2.3万股 | $426.1万 | 2.0万股 | +2,586股+12.97% | 加仓 |
 联合太平洋铁路UNP |
| 0.59% | 0.62% | $966.1万 | 3.6万股 | $892.7万 | 3.7万股 | -1,275股-3.47% | 减仓 |
| PPROLOGIS COMPLD |
| 0.55% | 0.62% | $900.3万 | 6.6万股 | $885.9万 | 6.7万股 | -562股-0.84% | 减仓 |
 VENTAS COMVTR |
| 0.55% | 0.57% | $897.3万 | 10.1万股 | $816.5万 | 10.0万股 | +1,199股+1.20% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.54% | 0.45% | $873.8万 | 2.0万股 | $650.4万 | 4.0万股 | -1.9万股-48.89% | 减仓 |
 史赛克SYK |
| 0.52% | 0.24% | $839.5万 | 2.7万股 | $346.1万 | 1.1万股 | +1.6万股+153.14% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.5% | 0.2% | $820.0万 | 3.7万股 | $288.4万 | 1.5万股 | +2.1万股+137.17% | 加仓 |
| B纽约梅隆银行BK |
| 0.5% | 0.47% | $816.7万 | 5.6万股 | $671.6万 | 5.7万股 | -139股-0.25% | 减仓 |
 ExpediaEXPE |
| 0.46% | 0.47% | $753.7万 | 2.9万股 | $672.8万 | 2.9万股 | +315股+1.08% | 加仓 |
| EEBAY COMEBAY |
| 0.46% | 0.43% | $752.8万 | 6.7万股 | $622.1万 | 6.8万股 | -985股-1.44% | 减仓 |
 道富·CORP COMSTT |
| 0.45% | 0.39% | $730.9万 | 4.3万股 | $560.6万 | 4.4万股 | -1,199股-2.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.51% | $729.1万 | 1.5万股 | $738.1万 | 1.5万股 | -831股-5.40% | 减仓 |
 美国合众银行USB |
| 0.45% | 0.46% | $728.5万 | 12.1万股 | $666.3万 | 12.8万股 | -7,492股-5.85% | 减仓 |
 台积电TSM |
| 0.44% | 0.55% | $717.0万 | 1.5万股 | $792.4万 | 2.3万股 | -8,433股-35.97% | 减仓 |
 Extra SpaceEXR |
| 0.44% | 0.44% | $715.0万 | 4.9万股 | $635.4万 | 4.8万股 | +753股+1.55% | 加仓 |
 纽蒙特NEM |
| 0.44% | 0.59% | $707.3万 | 7.6万股 | $843.3万 | 7.8万股 | -2,177股-2.79% | 减仓 |
 卡地纳健康CAH |
| 0.43% | 0.14% | $698.0万 | 2.9万股 | $200.0万 | 9,464股 | +2.0万股+210.48% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.43% | 0.5% | $692.1万 | 4.2万股 | $721.7万 | 6.3万股 | -2.0万股-32.25% | 减仓 |
 ADPADP |
| 0.42% | 0.36% | $677.1万 | 3.0万股 | $520.8万 | 2.6万股 | +4,600股+17.94% | 加仓 |
 ADOBE COMADBE |
| 0.41% | 0.56% | $665.7万 | 3.2万股 | $811.5万 | 3.3万股 | -914股-2.74% | 减仓 |
