 英伟达NVDA |
| 4.07% | 3.87% | $61.23亿 | 3,060.9万股 | $50.87亿 | 2,916.7万股 | +144.1万股+4.94% | 加仓 |
 苹果AAPL |
| 3.35% | 3.07% | $50.31亿 | 1,739.2万股 | $40.36亿 | 1,590.2万股 | +149.0万股+9.37% | 加仓 |
 亚马逊AMZN |
| 3.07% | 2.77% | $46.16亿 | 1,936.5万股 | $36.46亿 | 1,751.0万股 | +185.5万股+10.59% | 加仓 |
 微软MSFT |
| 2.63% | 3.21% | $39.60亿 | 1,061.6万股 | $42.15亿 | 1,138.5万股 | -76.9万股-6.76% | 减仓 |
 谷歌AGOOGL |
| 2.37% | 2.08% | $35.63亿 | 997.4万股 | $27.40亿 | 953.5万股 | +43.9万股+4.60% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.06% | 1.87% | $30.93亿 | 875.4万股 | $24.57亿 | 856.5万股 | +18.9万股+2.21% | 加仓 |
 摩根大通JPM |
| 1.74% | 1.76% | $26.11亿 | 797.6万股 | $23.19亿 | 788.7万股 | +8.9万股+1.13% | 加仓 |
 礼来LLY |
| 1.36% | 1.21% | $20.39亿 | 170.0万股 | $15.94亿 | 173.3万股 | -3.3万股-1.91% | 减仓 |
| IiShares安硕信托IVV |
| 1.34% | 1.14% | $20.15亿 | 269.0万股 | $15.01亿 | 229.9万股 | +39.1万股+17.03% | 加仓 |
 博通AVGO |
| 1.03% | 0.99% | $15.46亿 | 409.4万股 | $13.02亿 | 420.4万股 | -11.1万股-2.63% | 减仓 |
 阿斯麦ASML |
| 1% | 0.73% | $15.00亿 | 75.4万股 | $9.57亿 | 72.5万股 | +2.9万股+4.06% | 加仓 |
 Meta平台META |
| 0.94% | 1.08% | $14.13亿 | 250.9万股 | $14.13亿 | 246.9万股 | +4.0万股+1.61% | 加仓 |
 家得宝HD |
| 0.88% | 0.97% | $13.26亿 | 375.9万股 | $12.77亿 | 388.4万股 | -12.5万股-3.21% | 减仓 |
| N新纪元能源NEE |
| 0.78% | 0.98% | $11.78亿 | 1,342.1万股 | $12.83亿 | 1,381.3万股 | -39.3万股-2.84% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.75% | 0.63% | $11.31亿 | 284.8万股 | $8.26亿 | 259.8万股 | +25.0万股+9.62% | 加仓 |
 安费诺APH |
| 0.71% | 0.57% | $10.72亿 | 607.9万股 | $7.46亿 | 590.6万股 | +17.3万股+2.93% | 加仓 |
 美光科技MU |
| 0.7% | 0.27% | $10.49亿 | 90.9万股 | $3.52亿 | 104.5万股 | -13.6万股-12.99% | 减仓 |
 强生JNJ |
| 0.7% | 0.68% | $10.49亿 | 412.6万股 | $8.90亿 | 364.3万股 | +48.4万股+13.28% | 加仓 |
 VisaV |
| 0.69% | 0.71% | $10.32亿 | 300.9万股 | $9.37亿 | 309.9万股 | -9.0万股-2.89% | 减仓 |
 GE航空GE |
| 0.66% | 0.58% | $9.90亿 | 265.0万股 | $7.58亿 | 267.0万股 | -2.1万股-0.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.6% | $9.51亿 | 190.2万股 | $7.91亿 | 165.0万股 | +25.2万股+15.27% | 加仓 |
 英特尔INTC |
| 0.61% | 0.25% | $9.14亿 | 657.3万股 | $3.26亿 | 741.3万股 | -84.0万股-11.33% | 减仓 |
 AMD超威AMD |
| 0.58% | 0.39% | $8.70亿 | 149.8万股 | $5.17亿 | 254.1万股 | -104.3万股-41.05% | 减仓 |
 卡特彼勒CAT |
| 0.57% | 0.47% | $8.62亿 | 81.0万股 | $6.13亿 | 86.6万股 | -5.6万股-6.41% | 减仓 |
 威廉姆斯WMB |
| 0.57% | 0.64% | $8.58亿 | 1,154.5万股 | $8.38亿 | 1,151.1万股 | +3.3万股+0.29% | 加仓 |
 埃克森美孚XOM |
| 0.57% | 0.81% | $8.56亿 | 626.2万股 | $10.63亿 | 626.6万股 | -3,693股-0.06% | 减仓 |
 应用材料AMAT |
| 0.56% | 0.26% | $8.44亿 | 117.1万股 | $3.47亿 | 102.1万股 | +15.0万股+14.74% | 加仓 |
 好市多COST |
| 0.55% | 0.68% | $8.24亿 | 88.1万股 | $8.89亿 | 89.2万股 | -1.2万股-1.29% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.53% | 0.62% | $7.92亿 | 190.6万股 | $8.18亿 | 188.4万股 | +2.2万股+1.18% | 加仓 |
 Targa资源TRGP |
| 0.48% | 0.52% | $7.22亿 | 269.3万股 | $6.79亿 | 271.0万股 | -1.7万股-0.62% | 减仓 |
| NNEUBERGER BERMAN ETF TRUSTNBCR |
| 0.46% | 0.5% | $6.99亿 | 2,090.5万股 | $6.55亿 | 2,207.0万股 | -116.5万股-5.28% | 减仓 |
 泛林集团LRCX |
| 0.46% | 0.24% | $6.88亿 | 158.8万股 | $3.13亿 | 146.3万股 | +12.5万股+8.52% | 加仓 |
 万事达MA |
| 0.45% | 0.56% | $6.75亿 | 131.5万股 | $7.33亿 | 146.8万股 | -15.3万股-10.42% | 减仓 |
 林德LIN |
| 0.44% | 0.47% | $6.61亿 | 127.5万股 | $6.20亿 | 125.0万股 | +2.5万股+2.01% | 加仓 |
 思科CSCO |
| 0.44% | 0.35% | $6.58亿 | 560.3万股 | $4.56亿 | 588.1万股 | -27.9万股-4.74% | 减仓 |
 TJXTJX |
| 0.42% | 0.53% | $6.33亿 | 418.0万股 | $6.96亿 | 436.0万股 | -18.0万股-4.13% | 减仓 |
 伊顿ETN |
| 0.42% | 0.41% | $6.25亿 | 146.8万股 | $5.35亿 | 149.7万股 | -2.9万股-1.93% | 减仓 |
 CSX铁路CSX |
| 0.41% | 0.38% | $6.23亿 | 1,309.9万股 | $5.03亿 | 1,225.8万股 | +84.1万股+6.86% | 加仓 |
 甲骨文ORCL |
| 0.4% | 0.51% | $6.07亿 | 414.0万股 | $6.71亿 | 455.9万股 | -41.9万股-9.18% | 减仓 |
 台积电TSM |
| 0.4% | 0.32% | $6.02亿 | 126.2万股 | $4.24亿 | 127.3万股 | -1.1万股-0.84% | 减仓 |
 UNITED RENTALSURI |
| 0.39% | 0.26% | $5.86亿 | 51.7万股 | $3.43亿 | 47.1万股 | +4.6万股+9.80% | 加仓 |
| V先锋领航指数基金VOO |
| 0.39% | 0.35% | $5.81亿 | 84.6万股 | $4.57亿 | 76.5万股 | +8.1万股+10.62% | 加仓 |
 联合太平洋铁路UNP |
| 0.37% | 0.33% | $5.62亿 | 206.7万股 | $4.35亿 | 179.2万股 | +27.5万股+15.35% | 加仓 |
 AON SHS CL AAON |
| 0.37% | 0.46% | $5.61亿 | 169.2万股 | $6.00亿 | 185.8万股 | -16.6万股-8.94% | 减仓 |
 优步UBER |
| 0.37% | 0.36% | $5.59亿 | 775.1万股 | $4.76亿 | 662.2万股 | +112.8万股+17.04% | 加仓 |
 GE VernovaGEV |
| 0.36% | 0.22% | $5.44亿 | 46.3万股 | $2.91亿 | 33.3万股 | +13.0万股+38.94% | 加仓 |
 摩根士丹利MS |
| 0.36% | 0.3% | $5.43亿 | 259.8万股 | $3.92亿 | 238.3万股 | +21.4万股+8.99% | 加仓 |
 德州仪器TXN |
| 0.35% | 0.23% | $5.28亿 | 177.6万股 | $2.98亿 | 153.9万股 | +23.6万股+15.36% | 加仓 |
 沃尔玛WMT |
| 0.35% | 0.44% | $5.27亿 | 465.4万股 | $5.75亿 | 463.0万股 | +2.4万股+0.52% | 加仓 |
 麦当劳MCD |
| 0.35% | 0.46% | $5.22亿 | 193.2万股 | $6.03亿 | 194.1万股 | -8,581股-0.44% | 减仓 |
