 英伟达NVDA |
| 21.84% | 25.07% | $4,690.0万 | 23.4万股 | $4,088.9万 | 23.4万股 | -59股-0.03% | 减仓 |
 苹果AAPL |
| 8.95% | 10.34% | $1,921.9万 | 6.6万股 | $1,686.2万 | 6.6万股 | -21股-0.03% | 减仓 |
 AMD超威AMD |
| 8.49% | 3.98% | $1,823.5万 | 3.1万股 | $649.8万 | 3.2万股 | -550股-1.72% | 减仓 |
 PALO ALTOPANW |
| 3.6% | 2.22% | $772.7万 | 2.3万股 | $362.5万 | 2.3万股 | +50股+0.22% | 加仓 |
 飞塔FTNT |
| 3.27% | 2.3% | $702.4万 | 4.6万股 | $375.7万 | 4.6万股 | -260股-0.57% | 减仓 |
 礼来LLY |
| 2.91% | 2.93% | $624.9万 | 5,210股 | $478.6万 | 5,203股 | +7股+0.13% | 加仓 |
 泛林集团LRCX |
| 2.9% | 1.89% | $623.4万 | 1.4万股 | $308.5万 | 1.4万股 | -54股-0.37% | 减仓 |
 博通AVGO |
| 2.85% | 3.08% | $612.8万 | 1.6万股 | $502.2万 | 1.6万股 | -1股-0.01% | 减仓 |
 美光科技MU |
| 2.73% | 1.23% | $585.7万 | 5,074股 | $200.7万 | 5,941股 | -867股-14.59% | 减仓 |
 谷歌AGOOGL |
| 1.88% | 1.99% | $404.7万 | 1.1万股 | $324.8万 | 1.1万股 | +31股+0.27% | 加仓 |
 CrowdStrikeCRWD |
| 1.45% | 0.99% | $312.2万 | 4,091股 | $160.9万 | 4,121股 | -30股-0.73% | 减仓 |
 Meta平台META |
| 1.43% | 1.98% | $307.6万 | 5,461股 | $322.3万 | 5,633股 | -172股-3.05% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.42% | $287.4万 | 8,134股 | $232.3万 | 8,099股 | +35股+0.43% | 加仓 |
 摩根大通JPM |
| 1.18% | 1.38% | $252.5万 | 7,713股 | $225.8万 | 7,674股 | +39股+0.51% | 加仓 |
 迈威尔MRVL |
| 1.17% | 0.53% | $251.7万 | 8,449股 | $86.0万 | 8,683股 | -234股-2.69% | 减仓 |
| MMASTECMTZ |
| 1.07% | 1.07% | $230.7万 | 5,544股 | $175.2万 | 5,445股 | +99股+1.82% | 加仓 |
 GE VernovaGEV |
| 1.03% | 1.02% | $221.1万 | 1,882股 | $166.7万 | 1,910股 | -28股-1.47% | 减仓 |
 艾伯维ABBV |
| 1% | 1.11% | $215.7万 | 8,572股 | $181.7万 | 8,353股 | +219股+2.62% | 加仓 |
 美国运通AXP |
| 0.89% | 1.04% | $190.2万 | 5,623股 | $170.4万 | 5,633股 | -10股-0.18% | 减仓 |
 微软MSFT |
| 0.81% | 1.07% | $173.8万 | 4,660股 | $174.1万 | 4,704股 | -44股-0.94% | 减仓 |
| Q高通QCOM |
| 0.77% | 0.75% | $165.0万 | 8,932股 | $122.4万 | 9,507股 | -575股-6.05% | 减仓 |
 思科CSCO |
| 0.73% | 0.63% | $156.3万 | 1.3万股 | $102.4万 | 1.3万股 | +102股+0.77% | 加仓 |
 亚马逊AMZN |
| 0.7% | 0.84% | $150.8万 | 6,329股 | $137.8万 | 6,617股 | -288股-4.35% | 减仓 |
 万事达MA |
| 0.68% | 0.87% | $146.6万 | 2,854股 | $142.6万 | 2,853股 | +1股+0.04% | 加仓 |
 伊顿ETN |
| 0.68% | 0.74% | $145.9万 | 3,423股 | $121.2万 | 3,388股 | +35股+1.03% | 加仓 |
 高盛GS |
| 0.64% | 0.69% | $138.5万 | 1,369股 | $112.9万 | 1,334股 | +35股+2.62% | 加仓 |
 甲骨文ORCL |
| 0.64% | 0.87% | $138.3万 | 9,436股 | $141.3万 | 9,604股 | -168股-1.75% | 减仓 |
 家得宝HD |
| 0.61% | 0.73% | $131.2万 | 3,720股 | $119.4万 | 3,629股 | +91股+2.51% | 加仓 |
 帕兰提尔PLTR |
| 0.61% | 0.96% | $131.0万 | 1.1万股 | $155.8万 | 1.1万股 | +572股+5.37% | 加仓 |
 埃克森美孚XOM |
| 0.59% | 0.94% | $126.3万 | 9,239股 | $153.6万 | 9,052股 | +187股+2.07% | 加仓 |
 AMGEN COMAMGN |
| 0.56% | 0.73% | $120.2万 | 3,320股 | $118.4万 | 3,365股 | -45股-1.34% | 减仓 |
 CHUBB LIMITEDCB |
| 0.56% | 0.7% | $119.9万 | 3,518股 | $114.8万 | 3,522股 | -4股-0.11% | 减仓 |
 台积电TSM |
| 0.53% | 0.49% | $113.6万 | 2,378股 | $80.4万 | 2,380股 | -2股-0.08% | 减仓 |
 VisaV |
| 0.5% | 0.59% | $107.8万 | 3,142股 | $95.5万 | 3,161股 | -19股-0.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.58% | $107.8万 | 1,443股 | $93.8万 | 1,443股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.49% | 0.34% | $104.2万 | 4,079股 | $55.2万 | 4,058股 | +21股+0.52% | 加仓 |
 派克汉尼汾PH |
| 0.48% | 0.5% | $103.3万 | 1,056股 | $81.6万 | 911股 | +145股+15.92% | 加仓 |
 PROCEPT BIOROBOTICSPRCT |
| 0.48% | 0.7% | $103.0万 | 4.6万股 | $114.4万 | 4.6万股 | -125股-0.27% | 减仓 |
 TwilioTWLO |
| 0.46% | 0.37% | $99.5万 | 4,820股 | $60.6万 | 4,820股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | 0.24% | $97.7万 | 2,264股 | $38.8万 | 2,362股 | -98股-4.15% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.45% | 0.42% | $95.7万 | 2,551股 | $68.3万 | 2,457股 | +94股+3.83% | 加仓 |
 雷神技术RTX |
| 0.44% | 0.59% | $95.5万 | 5,035股 | $96.5万 | 5,003股 | +32股+0.64% | 加仓 |
 ONEOKOKE |
| 0.43% | 0.55% | $91.8万 | 1.1万股 | $89.0万 | 9,848股 | +713股+7.24% | 加仓 |
 TJXTJX |
| 0.42% | 0.58% | $90.0万 | 5,940股 | $95.1万 | 5,953股 | -13股-0.22% | 减仓 |
 特斯拉TSLA |
| 0.4% | 0.47% | $85.9万 | 2,043股 | $75.9万 | 2,043股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 0.39% | 0.31% | $83.0万 | 1,715股 | $50.8万 | 1,715股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.37% | 0.44% | $78.9万 | 5,511股 | $72.1万 | 5,503股 | +8股+0.15% | 加仓 |
 福泰制药VRTX |
| 0.36% | 0.43% | $78.1万 | 1,572股 | $70.2万 | 1,572股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.34% | 0.47% | $72.8万 | 779股 | $76.5万 | 767股 | +12股+1.56% | 加仓 |
| IiShares安硕信托IVW |
| 0.33% | 0.36% | $71.8万 | 5,222股 | $59.1万 | 5,222股 | 00.00% | 持仓不变 |
