 英伟达NVDA |
| 7.5% | 7.58% | $1,321.7万 | 6.6万股 | $1,173.6万 | 6.7万股 | -745股-1.12% | 减仓 |
 苹果AAPL |
| 6.57% | 6.7% | $1,157.4万 | 4.0万股 | $1,037.8万 | 4.1万股 | -611股-1.50% | 减仓 |
 微软MSFT |
| 4.28% | 4.87% | $755.0万 | 2.0万股 | $754.7万 | 2.0万股 | -189股-0.93% | 减仓 |
 亚马逊AMZN |
| 3.61% | 3.63% | $636.0万 | 2.7万股 | $562.9万 | 2.7万股 | -62股-0.23% | 减仓 |
 谷歌AGOOGL |
| 3.24% | 3.07% | $571.2万 | 1.6万股 | $475.0万 | 1.6万股 | -11股-0.07% | 减仓 |
 博通AVGO |
| 2.77% | 2.63% | $488.0万 | 1.3万股 | $406.8万 | 1.3万股 | -66股-0.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.43% | $455.2万 | 1.3万股 | $376.6万 | 1.3万股 | +97股+0.76% | 加仓 |
 美光科技MU |
| 2.02% | 0.73% | $355.5万 | 3,080股 | $113.1万 | 3,085股 | -5股-0.16% | 减仓 |
 Meta平台META |
| 1.91% | 2.24% | $337.2万 | 5,986股 | $346.6万 | 5,987股 | -1股-0.02% | 减仓 |
 特斯拉TSLA |
| 1.83% | 1.9% | $322.9万 | 7,678股 | $294.2万 | 7,724股 | -46股-0.60% | 减仓 |
 礼来LLY |
| 1.47% | 1.34% | $258.6万 | 2,156股 | $208.1万 | 2,183股 | -27股-1.24% | 减仓 |
 AMD超威AMD |
| 1.47% | 0.61% | $258.4万 | 4,448股 | $94.0万 | 4,476股 | -28股-0.63% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.42% | 1.56% | $250.0万 | 4,997股 | $241.2万 | 5,041股 | -44股-0.87% | 减仓 |
 摩根大通JPM |
| 1.36% | 1.43% | $239.0万 | 7,303股 | $220.9万 | 7,480股 | -177股-2.37% | 减仓 |
 英特尔INTC |
| 1.02% | 0.38% | $179.7万 | 1.3万股 | $59.1万 | 1.2万股 | +520股+4.21% | 加仓 |
 强生JNJ |
| 0.94% | 1.04% | $166.5万 | 6,555股 | $161.7万 | 6,623股 | -68股-1.03% | 减仓 |
 应用材料AMAT |
| 0.89% | 0.5% | $156.5万 | 2,165股 | $77.3万 | 2,189股 | -24股-1.10% | 减仓 |
 VisaV |
| 0.88% | 0.89% | $155.2万 | 4,523股 | $138.5万 | 4,639股 | -116股-2.50% | 减仓 |
 埃克森美孚XOM |
| 0.88% | 1.21% | $154.3万 | 1.1万股 | $186.7万 | 1.2万股 | -302股-2.61% | 减仓 |
 泛林集团LRCX |
| 0.84% | 0.49% | $147.6万 | 3,407股 | $76.5万 | 3,452股 | -45股-1.30% | 减仓 |
 沃尔玛WMT |
| 0.77% | 0.97% | $135.2万 | 1.2万股 | $150.3万 | 1.2万股 | -119股-0.99% | 减仓 |
 卡特彼勒CAT |
| 0.76% | 0.61% | $134.1万 | 1,259股 | $93.8万 | 1,286股 | -27股-2.10% | 减仓 |
 思科CSCO |
| 0.72% | 0.54% | $126.4万 | 1.1万股 | $84.4万 | 1.1万股 | -72股-0.66% | 减仓 |
 艾伯维ABBV |
| 0.69% | 0.67% | $121.1万 | 4,814股 | $104.5万 | 4,857股 | -43股-0.89% | 减仓 |
 好市多COST |
| 0.64% | 0.78% | $113.3万 | 1,211股 | $121.5万 | 1,219股 | -8股-0.66% | 减仓 |
 万事达MA |
| 0.64% | 0.72% | $113.0万 | 2,201股 | $110.8万 | 2,253股 | -52股-2.31% | 减仓 |
 科磊KLAC |
| 0.61% | 0.35% | $107.7万 | 3,569股 | $54.9万 | 362股 | +3,207股+885.91% | 加仓 |
 GE航空GE |
| 0.6% | 0.55% | $106.3万 | 2,844股 | $84.8万 | 2,900股 | -56股-1.93% | 减仓 |
 联合健康UNH |
| 0.58% | 0.44% | $102.8万 | 2,473股 | $68.2万 | 2,490股 | -17股-0.68% | 减仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.59% | $101.3万 | 1.8万股 | $90.9万 | 1.8万股 | -673股-3.65% | 减仓 |
 家得宝HD |
| 0.54% | 0.58% | $95.8万 | 2,716股 | $90.1万 | 2,735股 | -19股-0.69% | 减仓 |
 宝洁PG |
| 0.53% | 0.6% | $93.0万 | 6,341股 | $92.5万 | 6,422股 | -81股-1.26% | 减仓 |
| SSANDISK COMSNDK |
| 0.52% | 0.18% | $91.9万 | 404股 | $28.0万 | 406股 | -2股-0.49% | 减仓 |
 默沙东MRK |
| 0.49% | 0.53% | $86.4万 | 6,727股 | $82.4万 | 6,823股 | -96股-1.41% | 减仓 |
 GE VernovaGEV |
| 0.49% | 0.43% | $86.2万 | 734股 | $66.7万 | 746股 | -12股-1.61% | 减仓 |
 可口可乐KO |
| 0.49% | 0.52% | $85.6万 | 1.1万股 | $81.0万 | 1.1万股 | -106股-1.00% | 减仓 |
 雪佛龙CVX |
| 0.48% | 0.66% | $84.5万 | 5,097股 | $102.9万 | 5,201股 | -104股-2.00% | 减仓 |
 NETFLIXNFLX |
| 0.46% | 0.72% | $81.9万 | 1.1万股 | $111.3万 | 1.2万股 | -178股-1.53% | 减仓 |
 高盛GS |
| 0.46% | 0.46% | $81.5万 | 806股 | $70.8万 | 824股 | -18股-2.18% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 0.44% | $76.7万 | 4,241股 | $67.5万 | 4,279股 | -38股-0.89% | 减仓 |
 PALO ALTOPANW |
| 0.43% | 0.23% | $75.3万 | 2,209股 | $35.1万 | 2,186股 | +23股+1.05% | 加仓 |
 德州仪器TXN |
| 0.42% | 0.32% | $73.9万 | 2,478股 | $49.0万 | 2,498股 | -20股-0.80% | 减仓 |
 帕兰提尔PLTR |
| 0.41% | 0.59% | $73.0万 | 6,257股 | $92.0万 | 6,280股 | -23股-0.37% | 减仓 |
| IIBMIBM |
| 0.41% | 0.4% | $72.0万 | 2,561股 | $62.5万 | 2,570股 | -9股-0.35% | 减仓 |
 迈威尔MRVL |
| 0.4% | — | $70.3万 | 2,359股 | $0 | 0股 | +2,359股 | 新买入 |
 雷神技术RTX |
| 0.4% | 0.46% | $69.6万 | 3,670股 | $71.8万 | 3,687股 | -17股-0.46% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.39% | 0.45% | $68.9万 | 8,335股 | $69.5万 | 8,624股 | -289股-3.35% | 减仓 |
 摩根士丹利MS |
| 0.39% | 0.36% | $68.3万 | 3,267股 | $55.1万 | 3,320股 | -53股-1.60% | 减仓 |
 甲骨文ORCL |
| 0.38% | 0.43% | $67.8万 | 4,625股 | $67.2万 | 4,626股 | -1股-0.02% | 减仓 |
 林德LIN |
| 0.37% | 0.41% | $65.5万 | 1,262股 | $63.4万 | 1,283股 | -21股-1.64% | 减仓 |
