 英伟达NVDA |
| 6.38% | 6.65% | $1.30亿 | 65.0万股 | $1.16亿 | 66.5万股 | -1.5万股-2.32% | 减仓 |
 苹果AAPL |
| 6.15% | 6.22% | $1.25亿 | 43.3万股 | $1.09亿 | 42.8万股 | +5,251股+1.23% | 加仓 |
 微软MSFT |
| 4.09% | 4.61% | $8,321.0万 | 22.3万股 | $8,041.7万 | 21.7万股 | +5,827股+2.68% | 加仓 |
 亚马逊AMZN |
| 3.61% | 3.6% | $7,342.4万 | 30.8万股 | $6,287.1万 | 30.2万股 | +6,192股+2.05% | 加仓 |
 谷歌AGOOGL |
| 3.56% | 3.16% | $7,242.6万 | 20.3万股 | $5,524.6万 | 19.2万股 | +1.1万股+5.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.89% | 2.72% | $5,893.9万 | 16.7万股 | $4,752.4万 | 16.6万股 | +1,139股+0.69% | 加仓 |
 博通AVGO |
| 2.41% | 2.27% | $4,916.6万 | 13.0万股 | $3,959.6万 | 12.8万股 | +2,223股+1.74% | 加仓 |
 美光科技MU |
| 2.19% | 0.76% | $4,454.6万 | 3.9万股 | $1,332.3万 | 3.9万股 | -844股-2.14% | 减仓 |
 Meta平台META |
| 1.9% | 2.11% | $3,876.7万 | 6.9万股 | $3,684.7万 | 6.4万股 | +4,419股+6.86% | 加仓 |
 AMD超威AMD |
| 1.52% | 0.63% | $3,096.2万 | 5.3万股 | $1,101.0万 | 5.4万股 | -821股-1.52% | 减仓 |
 特斯拉TSLA |
| 1.46% | 1.45% | $2,974.2万 | 7.1万股 | $2,523.2万 | 6.8万股 | +2,841股+4.19% | 加仓 |
 礼来LLY |
| 1.22% | 1.03% | $2,491.1万 | 2.1万股 | $1,790.6万 | 1.9万股 | +1,301股+6.68% | 加仓 |
 摩根大通JPM |
| 1.17% | 1.27% | $2,386.4万 | 7.3万股 | $2,218.9万 | 7.5万股 | -2,526股-3.35% | 减仓 |
 泛林集团LRCX |
| 1.12% | 0.66% | $2,285.6万 | 5.3万股 | $1,150.0万 | 5.4万股 | -1,080股-2.01% | 减仓 |
 英特尔INTC |
| 1.09% | 0.42% | $2,220.9万 | 15.9万股 | $728.9万 | 16.5万股 | -6,122股-3.71% | 减仓 |
 应用材料AMAT |
| 1.06% | 0.59% | $2,153.2万 | 3.0万股 | $1,032.5万 | 3.0万股 | -427股-1.41% | 减仓 |
 沃尔玛WMT |
| 1.05% | 1.27% | $2,141.3万 | 18.9万股 | $2,218.8万 | 17.9万股 | +1.1万股+5.93% | 加仓 |
 强生JNJ |
| 1.02% | 1.13% | $2,073.5万 | 8.2万股 | $1,971.1万 | 8.1万股 | +1,004股+1.25% | 加仓 |
 VisaV |
| 0.93% | 0.91% | $1,889.3万 | 5.5万股 | $1,594.5万 | 5.3万股 | +2,312股+4.38% | 加仓 |
 思科CSCO |
| 0.9% | 0.91% | $1,830.1万 | 15.6万股 | $1,588.0万 | 20.5万股 | -4.9万股-23.87% | 减仓 |
 好市多COST |
| 0.79% | 0.97% | $1,605.3万 | 1.7万股 | $1,696.8万 | 1.7万股 | +131股+0.77% | 加仓 |
 卡特彼勒CAT |
| 0.78% | 0.63% | $1,594.4万 | 1.5万股 | $1,092.8万 | 1.5万股 | -453股-2.94% | 减仓 |
 科磊KLAC |
| 0.77% | 0.45% | $1,574.2万 | 5.2万股 | $781.0万 | 5,304股 | +4.7万股+883.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.75% | $1,557.0万 | 3.1万股 | $1,302.0万 | 2.7万股 | +3,945股+14.52% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.71% | $1,454.6万 | 5.8万股 | $1,238.5万 | 5.7万股 | +860股+1.51% | 加仓 |
 德州仪器TXN |
| 0.69% | 0.52% | $1,410.2万 | 4.7万股 | $911.6万 | 4.7万股 | +353股+0.75% | 加仓 |
 万事达MA |
| 0.59% | 0.7% | $1,209.4万 | 2.4万股 | $1,224.4万 | 2.5万股 | -956股-3.90% | 减仓 |
 GE VernovaGEV |
| 0.53% | 0.46% | $1,079.9万 | 9,192股 | $796.7万 | 9,127股 | +65股+0.71% | 加仓 |
| Q高通QCOM |
| 0.53% | 0.43% | $1,077.9万 | 5.8万股 | $743.5万 | 5.8万股 | +593股+1.03% | 加仓 |
 PALO ALTOPANW |
| 0.52% | 0.29% | $1,066.9万 | 3.1万股 | $501.0万 | 3.1万股 | +32股+0.10% | 加仓 |
 摩根士丹利MS |
| 0.52% | 0.5% | $1,058.3万 | 5.1万股 | $864.2万 | 5.3万股 | -1,886股-3.59% | 减仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.5% | $1,043.1万 | 18.3万股 | $881.2万 | 18.1万股 | +2,310股+1.28% | 加仓 |
 AMGEN COMAMGN |
| 0.5% | 0.56% | $1,019.1万 | 2.8万股 | $982.5万 | 2.8万股 | +218股+0.78% | 加仓 |
 帕兰提尔PLTR |
| 0.5% | 0.73% | $1,015.7万 | 8.7万股 | $1,277.5万 | 8.7万股 | -236股-0.27% | 减仓 |
 迈威尔MRVL |
| 0.5% | 0.19% | $1,012.6万 | 3.4万股 | $335.3万 | 3.4万股 | +137股+0.40% | 加仓 |
 林德LIN |
| 0.49% | 0.55% | $1,006.2万 | 1.9万股 | $955.9万 | 1.9万股 | +109股+0.57% | 加仓 |
 联合健康UNH |
| 0.49% | 0.36% | $991.7万 | 2.4万股 | $633.2万 | 2.3万股 | +457股+1.95% | 加仓 |
 安费诺APH |
| 0.48% | 0.4% | $973.2万 | 5.5万股 | $706.0万 | 5.6万股 | -680股-1.22% | 减仓 |
 默沙东MRK |
| 0.47% | 0.51% | $965.0万 | 7.5万股 | $892.1万 | 7.4万股 | +939股+1.27% | 加仓 |
 NETFLIXNFLX |
| 0.46% | 0.71% | $931.7万 | 13.0万股 | $1,234.3万 | 12.8万股 | +2,118股+1.65% | 加仓 |
 可口可乐KO |
| 0.46% | 0.51% | $929.8万 | 11.4万股 | $883.9万 | 11.6万股 | -1,824股-1.57% | 减仓 |
 家得宝HD |
| 0.45% | 0.48% | $922.7万 | 2.6万股 | $841.8万 | 2.6万股 | +567股+2.22% | 加仓 |
 宝洁PG |
| 0.45% | 0.52% | $919.7万 | 6.3万股 | $908.2万 | 6.3万股 | -163股-0.26% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.43% | 0.19% | $878.3万 | 2.0万股 | $335.7万 | 2.0万股 | -98股-0.48% | 减仓 |
 高盛GS |
| 0.43% | 0.43% | $866.7万 | 8,570股 | $754.5万 | 8,919股 | -349股-3.91% | 减仓 |
| N新纪元能源NEE |
| 0.42% | 0.51% | $857.7万 | 9.8万股 | $894.5万 | 9.6万股 | +1,417股+1.47% | 加仓 |
 CrowdStrikeCRWD |
| 0.42% | 0.25% | $857.2万 | 1.1万股 | $438.5万 | 1.1万股 | +1股+0.01% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.58% | $840.6万 | 6.1万股 | $1,018.4万 | 6.0万股 | +1,457股+2.43% | 加仓 |
 CHUBB LIMITEDCB |
| 0.41% | 0.48% | $832.2万 | 2.4万股 | $832.1万 | 2.6万股 | -1,109股-4.34% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.41% | 0.38% | $831.8万 | 2.1万股 | $660.6万 | 2.1万股 | +180股+0.87% | 加仓 |
