 英伟达NVDA |
| 5.73% | 6.04% | $4.53亿 | 226.3万股 | $4.69亿 | 268.7万股 | -42.4万股-15.78% | 减仓 |
 苹果AAPL |
| 5.21% | 5.31% | $4.11亿 | 142.1万股 | $4.12亿 | 162.4万股 | -20.3万股-12.50% | 减仓 |
 微软MSFT |
| 3.05% | 3.75% | $2.41亿 | 64.7万股 | $2.91亿 | 78.5万股 | -13.8万股-17.60% | 减仓 |
 亚马逊AMZN |
| 2.79% | 2.83% | $2.20亿 | 92.3万股 | $2.20亿 | 105.4万股 | -13.1万股-12.41% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 2.36% | 2.75% | $1.86亿 | 915.4万股 | $2.14亿 | 1,046.6万股 | -131.2万股-12.53% | 减仓 |
 谷歌AGOOGL |
| 2.34% | 2.53% | $1.85亿 | 51.8万股 | $1.96亿 | 68.2万股 | -16.4万股-23.99% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.01% | 1.99% | $1.58亿 | 44.9万股 | $1.54亿 | 53.8万股 | -8.9万股-16.63% | 减仓 |
 博通AVGO |
| 1.97% | 1.85% | $1.55亿 | 41.1万股 | $1.43亿 | 46.3万股 | -5.2万股-11.16% | 减仓 |
| IiShares安硕信托IVV |
| 1.74% | 1.77% | $1.38亿 | 18.4万股 | $1.38亿 | 21.1万股 | -2.7万股-12.72% | 减仓 |
 美光科技MU |
| 1.66% | 0.55% | $1.31亿 | 11.3万股 | $4,259.1万 | 12.6万股 | -1.3万股-10.07% | 减仓 |
 Meta平台META |
| 1.41% | 1.77% | $1.11亿 | 19.8万股 | $1.37亿 | 24.0万股 | -4.3万股-17.78% | 减仓 |
 特斯拉TSLA |
| 1.32% | 1.67% | $1.04亿 | 24.8万股 | $1.30亿 | 34.9万股 | -10.1万股-29.05% | 减仓 |
 AMD超威AMD |
| 1.23% | 0.43% | $9,737.2万 | 16.8万股 | $3,355.3万 | 16.5万股 | +2,685股+1.63% | 加仓 |
 礼来LLY |
| 1.18% | 0.96% | $9,301.7万 | 7.8万股 | $7,473.1万 | 8.1万股 | -3,699股-4.55% | 减仓 |
 摩根大通JPM |
| 1.05% | 1.32% | $8,272.1万 | 25.3万股 | $1.02亿 | 34.8万股 | -9.5万股-27.32% | 减仓 |
| N新纪元能源NEE |
| 0.92% | 0.91% | $7,230.8万 | 82.4万股 | $7,100.3万 | 76.4万股 | +5.9万股+7.77% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 0.82% | $6,874.9万 | 13.7万股 | $6,379.2万 | 13.3万股 | +4,270股+3.21% | 加仓 |
 HEICO NEW CL AHEI |
| 0.82% | 0.77% | $6,500.9万 | 25.2万股 | $5,965.0万 | 28.3万股 | -3.1万股-10.80% | 减仓 |
 泛林集团LRCX |
| 0.81% | 0.41% | $6,416.1万 | 14.8万股 | $3,185.2万 | 14.9万股 | -1,012股-0.68% | 减仓 |
 英特尔INTC |
| 0.79% | 0.25% | $6,238.3万 | 44.7万股 | $1,906.1万 | 43.2万股 | +1.5万股+3.44% | 加仓 |
 VisaV |
| 0.76% | 0.7% | $6,011.6万 | 17.5万股 | $5,401.2万 | 17.9万股 | -3,486股-1.95% | 减仓 |
 强生JNJ |
| 0.76% | 0.69% | $5,999.3万 | 23.6万股 | $5,352.1万 | 21.9万股 | +1.7万股+7.88% | 加仓 |
 卡特彼勒CAT |
| 0.73% | 0.5% | $5,769.8万 | 5.4万股 | $3,898.4万 | 5.5万股 | -845股-1.54% | 减仓 |
 应用材料AMAT |
| 0.69% | 0.36% | $5,463.6万 | 7.6万股 | $2,790.7万 | 8.2万股 | -6,080股-7.45% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.69% | 0.54% | $5,412.3万 | 26.2万股 | $4,216.3万 | 26.1万股 | +887股+0.34% | 加仓 |
 杜克能源DUK |
| 0.64% | 0.66% | $5,031.2万 | 39.7万股 | $5,143.3万 | 39.3万股 | +4,672股+1.19% | 加仓 |
 南方电力SO |
| 0.63% | 0.73% | $5,000.1万 | 52.2万股 | $5,665.1万 | 58.7万股 | -6.5万股-10.99% | 减仓 |
 埃克森美孚XOM |
| 0.63% | 0.81% | $4,988.6万 | 36.5万股 | $6,305.1万 | 37.2万股 | -6,754股-1.82% | 减仓 |
 万事达MA |
| 0.61% | 0.61% | $4,808.5万 | 9.4万股 | $4,712.7万 | 9.4万股 | -695股-0.74% | 减仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.55% | $4,579.9万 | 80.4万股 | $4,240.3万 | 87.0万股 | -6.6万股-7.59% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.62% | $4,534.0万 | 18.0万股 | $4,815.1万 | 22.1万股 | -4.1万股-18.62% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.57% | 0.52% | $4,518.3万 | 16.8万股 | $4,000.5万 | 17.4万股 | -5,533股-3.19% | 减仓 |
 WASTE MGMT DELWM |
| 0.57% | 0.61% | $4,495.5万 | 20.2万股 | $4,706.1万 | 20.5万股 | -3,100股-1.51% | 减仓 |
 沃尔玛WMT |
| 0.51% | 0.66% | $3,997.1万 | 35.3万股 | $5,156.5万 | 41.5万股 | -6.2万股-14.94% | 减仓 |
 思科CSCO |
| 0.47% | 0.32% | $3,724.2万 | 31.7万股 | $2,462.3万 | 31.7万股 | -284股-0.09% | 减仓 |
 好市多COST |
| 0.46% | 0.52% | $3,673.2万 | 3.9万股 | $4,011.3万 | 4.0万股 | -991股-2.46% | 减仓 |
 默沙东MRK |
| 0.45% | 0.32% | $3,555.9万 | 27.7万股 | $2,452.1万 | 20.4万股 | +7.3万股+35.75% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.45% | 0.35% | $3,534.4万 | 20.0万股 | $2,703.7万 | 20.0万股 | +256股+0.13% | 加仓 |
 可口可乐KO |
| 0.44% | 0.47% | $3,511.3万 | 43.2万股 | $3,630.3万 | 47.7万股 | -4.5万股-9.49% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.44% | 0.34% | $3,480.0万 | 28.7万股 | $2,674.5万 | 28.7万股 | -44股-0.02% | 减仓 |
 GE VernovaGEV |
| 0.44% | 0.46% | $3,465.4万 | 2.9万股 | $3,561.5万 | 4.1万股 | -1.1万股-27.71% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.44% | 0.46% | $3,457.4万 | 34.7万股 | $3,577.1万 | 46.2万股 | -11.4万股-24.78% | 减仓 |
| CCRHCRH |
| 0.43% | 0.45% | $3,427.4万 | 32.0万股 | $3,464.1万 | 33.0万股 | -9,224股-2.80% | 减仓 |
 希捷STX |
| 0.43% | 0.17% | $3,369.4万 | 3.5万股 | $1,288.2万 | 3.3万股 | +2,034股+6.19% | 加仓 |
 帕兰提尔PLTR |
| 0.42% | 0.55% | $3,313.5万 | 28.4万股 | $4,275.4万 | 29.2万股 | -8,268股-2.83% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.41% | 0.4% | $3,223.1万 | 7.8万股 | $3,073.1万 | 7.1万股 | +6,796股+9.60% | 加仓 |
 ShopifySHOP |
| 0.4% | 0.43% | $3,183.2万 | 27.9万股 | $3,311.7万 | 27.9万股 | -400股-0.14% | 减仓 |
 PALO ALTOPANW |
| 0.4% | 0.19% | $3,171.0万 | 9.3万股 | $1,437.2万 | 9.0万股 | +3,340股+3.73% | 加仓 |
 爱迪生国际EIX |
| 0.4% | 0.4% | $3,158.8万 | 42.4万股 | $3,086.3万 | 42.2万股 | +2,550股+0.60% | 加仓 |
 美国电力AEP |
| 0.39% | 0.33% | $3,109.4万 | 22.7万股 | $2,542.3万 | 19.4万股 | +3.3万股+17.18% | 加仓 |
