 英伟达NVDA |
| 6.53% | 6.25% | $92.13亿 | 4,604.3万股 | $76.28亿 | 4,618.1万股 | -13.9万股-0.30% | 减仓 |
 谷歌AGOOGL |
| 5.57% | 5.35% | $78.63亿 | 2,200.3万股 | $65.27亿 | 2,269.7万股 | -69.4万股-3.06% | 减仓 |
 苹果AAPL |
| 4.26% | 4.15% | $60.04亿 | 2,075.1万股 | $50.58亿 | 1,993.0万股 | +82.1万股+4.12% | 加仓 |
 微软MSFT |
| 4.15% | 4.69% | $58.62亿 | 1,571.5万股 | $57.16亿 | 1,544.0万股 | +27.4万股+1.78% | 加仓 |
 博通AVGO |
| 2.93% | 2.78% | $41.32亿 | 1,093.8万股 | $33.95亿 | 1,096.8万股 | -3.0万股-0.27% | 减仓 |
 亚马逊AMZN |
| 2.49% | 2.44% | $35.08亿 | 1,471.9万股 | $29.71亿 | 1,426.3万股 | +45.5万股+3.19% | 加仓 |
 Meta平台META |
| 2.07% | 2.42% | $29.26亿 | 519.4万股 | $29.52亿 | 516.0万股 | +3.4万股+0.66% | 加仓 |
 台积电TSM |
| 1.95% | 1.65% | $27.49亿 | 575.6万股 | $20.16亿 | 596.4万股 | -20.9万股-3.50% | 减仓 |
 VisaV |
| 1.86% | 1.71% | $26.19亿 | 763.4万股 | $20.88亿 | 691.0万股 | +72.4万股+10.48% | 加仓 |
 摩根大通JPM |
| 1.52% | 1.52% | $21.50亿 | 656.8万股 | $18.56亿 | 654.0万股 | +2.8万股+0.42% | 加仓 |
 摩根士丹利MS |
| 1.52% | 1.38% | $21.38亿 | 1,022.7万股 | $16.86亿 | 1,024.5万股 | -1.8万股-0.18% | 减仓 |
 Arista网络ANET |
| 1.16% | 0.93% | $16.35亿 | 962.2万股 | $11.33亿 | 975.7万股 | -13.5万股-1.38% | 减仓 |
 礼来LLY |
| 1.09% | 0.88% | $15.32亿 | 127.7万股 | $10.75亿 | 116.9万股 | +10.8万股+9.25% | 加仓 |
 AMD超威AMD |
| 1.02% | 0.38% | $14.36亿 | 247.2万股 | $4.66亿 | 229.1万股 | +18.0万股+7.88% | 加仓 |
 科磊KLAC |
| 0.9% | 0.52% | $12.70亿 | 421.0万股 | $6.31亿 | 42.9万股 | +378.2万股+882.41% | 加仓 |
 可口可乐KO |
| 0.87% | 0.86% | $12.25亿 | 1,507.0万股 | $10.47亿 | 1,373.1万股 | +133.9万股+9.75% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.79% | 0.93% | $11.16亿 | 65.8万股 | $11.29亿 | 69.7万股 | -3.9万股-5.64% | 减仓 |
 万事达MA |
| 0.77% | 0.83% | $10.90亿 | 212.2万股 | $10.13亿 | 202.8万股 | +9.4万股+4.61% | 加仓 |
 TapestryTPR |
| 0.77% | 0.82% | $10.86亿 | 741.6万股 | $9.98亿 | 707.2万股 | +34.3万股+4.85% | 加仓 |
 联合健康UNH |
| 0.75% | 0.14% | $10.61亿 | 255.3万股 | $1.70亿 | 62.8万股 | +192.6万股+306.89% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.65% | $9.92亿 | 280.8万股 | $7.95亿 | 277.1万股 | +3.6万股+1.31% | 加仓 |
| N新纪元能源NEE |
| 0.69% | 0.92% | $9.80亿 | 1,116.5万股 | $11.25亿 | 1,211.1万股 | -94.6万股-7.81% | 减仓 |
 美光科技MU |
| 0.69% | 0.21% | $9.78亿 | 84.8万股 | $2.62亿 | 77.5万股 | +7.2万股+9.31% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.67% | 0.61% | $9.52亿 | 990.6万股 | $7.45亿 | 1,044.2万股 | -53.6万股-5.13% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.66% | 0.5% | $9.33亿 | 248.6万股 | $6.11亿 | 219.8万股 | +28.7万股+13.07% | 加仓 |
 派克汉尼汾PH |
| 0.65% | 0.72% | $9.12亿 | 93.2万股 | $8.80亿 | 98.3万股 | -5.0万股-5.13% | 减仓 |
 强生JNJ |
| 0.64% | 0.77% | $9.05亿 | 356.3万股 | $9.40亿 | 384.4万股 | -28.1万股-7.31% | 减仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.58% | $8.31亿 | 122.0万股 | $7.07亿 | 121.7万股 | +2,398股+0.20% | 加仓 |
| T赛默飞世尔TMO |
| 0.54% | 0.7% | $7.65亿 | 152.5万股 | $8.50亿 | 172.8万股 | -20.3万股-11.76% | 减仓 |
 GE VernovaGEV |
| 0.52% | 0.47% | $7.27亿 | 61.9万股 | $5.70亿 | 69.8万股 | -7.9万股-11.34% | 减仓 |
 百时美施贵宝BMY |
| 0.51% | 0.61% | $7.16亿 | 1,222.7万股 | $7.42亿 | 1,223.5万股 | -8,540股-0.07% | 减仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.47% | $7.14亿 | 95.9万股 | $5.74亿 | 90.4万股 | +5.5万股+6.06% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.5% | $7.11亿 | 169.0万股 | $6.12亿 | 164.5万股 | +4.5万股+2.74% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.5% | 0.43% | $7.11亿 | 764.7万股 | $5.19亿 | 627.0万股 | +137.6万股+21.95% | 加仓 |
 史赛克SYK |
| 0.47% | 0.37% | $6.67亿 | 212.0万股 | $4.48亿 | 137.7万股 | +74.3万股+53.93% | 加仓 |
 Arm控股ARM |
| 0.47% | 0.47% | $6.64亿 | 187.3万股 | $5.79亿 | 382.4万股 | -195.1万股-51.02% | 减仓 |
 PALO ALTOPANW |
| 0.46% | 0.31% | $6.45亿 | 189.0万股 | $3.82亿 | 238.0万股 | -48.9万股-20.56% | 减仓 |
 艾默生电气EMR |
| 0.46% | 0.62% | $6.42亿 | 448.7万股 | $7.55亿 | 576.2万股 | -127.5万股-22.12% | 减仓 |
 H WORLDHTHT |
| 0.44% | 0.38% | $6.23亿 | 1,494.1万股 | $4.58亿 | 910.1万股 | +584.0万股+64.17% | 加仓 |
 TJXTJX |
| 0.43% | 0.52% | $6.12亿 | 404.0万股 | $6.28亿 | 393.5万股 | +10.5万股+2.67% | 加仓 |
 泛林集团LRCX |
| 0.43% | 0.28% | $6.08亿 | 140.3万股 | $3.38亿 | 158.2万股 | -17.9万股-11.31% | 减仓 |
 美国运通AXP |
| 0.43% | 0.39% | $6.02亿 | 177.9万股 | $4.74亿 | 156.6万股 | +21.3万股+13.62% | 加仓 |
 美敦力MDT |
| 0.43% | 0.61% | $6.02亿 | 768.9万股 | $7.46亿 | 860.7万股 | -91.7万股-10.66% | 减仓 |
 GE航空GE |
| 0.41% | 0.39% | $5.79亿 | 154.8万股 | $4.76亿 | 174.2万股 | -19.4万股-11.13% | 减仓 |
 艾伯维ABBV |
| 0.41% | 0.39% | $5.74亿 | 228.0万股 | $4.72亿 | 221.6万股 | +6.4万股+2.88% | 加仓 |
| HHDFC BANKHDB |
| 0.4% | 0.46% | $5.65亿 | 2,179.3万股 | $5.60亿 | 2,251.3万股 | -72.0万股-3.20% | 减仓 |
 伊顿ETN |
| 0.4% | 0.34% | $5.58亿 | 136.6万股 | $4.10亿 | 119.2万股 | +17.3万股+14.55% | 加仓 |
 迪尔DE |
| 0.39% | 0.17% | $5.57亿 | 89.1万股 | $2.07亿 | 37.3万股 | +51.8万股+138.88% | 加仓 |
 宝洁PG |
| 0.39% | 0.45% | $5.47亿 | 372.8万股 | $5.50亿 | 381.1万股 | -8.3万股-2.19% | 减仓 |
 VertivVRT |
| 0.38% | 0.43% | $5.43亿 | 162.1万股 | $5.19亿 | 207.3万股 | -45.1万股-21.78% | 减仓 |
