 美光科技MU |
| 5.83% | 2.4% | $1.27亿 | 11.0万股 | $4,538.5万 | 13.4万股 | -2.5万股-18.32% | 减仓 |
 苹果AAPL |
| 5.02% | 5.28% | $1.09亿 | 37.7万股 | $9,976.9万 | 39.3万股 | -1.6万股-4.18% | 减仓 |
 微软MSFT |
| 4.55% | 5.65% | $9,875.1万 | 26.5万股 | $1.07亿 | 28.8万股 | -2.3万股-8.12% | 减仓 |
 博通AVGO |
| 3.56% | 3.52% | $7,733.7万 | 20.5万股 | $6,647.8万 | 21.5万股 | -1.0万股-4.68% | 减仓 |
 英伟达NVDA |
| 3.45% | 3.25% | $7,502.3万 | 37.5万股 | $6,131.8万 | 35.2万股 | +2.3万股+6.64% | 加仓 |
 谷歌AGOOGL |
| 3.2% | 2.74% | $6,953.8万 | 19.5万股 | $5,185.9万 | 18.0万股 | +1.4万股+7.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.48% | 2.11% | $5,388.2万 | 15.2万股 | $3,979.8万 | 13.9万股 | +1.4万股+9.92% | 加仓 |
 摩根大通JPM |
| 2.27% | 2.47% | $4,930.4万 | 15.1万股 | $4,660.1万 | 15.8万股 | -7,795股-4.92% | 减仓 |
| IiShares安硕信托IVV |
| 2.26% | 2.4% | $4,908.1万 | 6.6万股 | $4,525.0万 | 6.9万股 | -3,735股-5.39% | 减仓 |
 亚马逊AMZN |
| 1.71% | 2.25% | $3,704.5万 | 15.5万股 | $4,252.4万 | 20.4万股 | -4.9万股-23.88% | 减仓 |
 高盛GS |
| 1.68% | 1.63% | $3,645.3万 | 3.6万股 | $3,077.4万 | 3.6万股 | -333股-0.92% | 减仓 |
 好市多COST |
| 1.56% | 2% | $3,399.4万 | 3.6万股 | $3,781.9万 | 3.8万股 | -1,615股-4.26% | 减仓 |
 默沙东MRK |
| 1.38% | 1.51% | $2,999.9万 | 23.3万股 | $2,858.2万 | 23.8万股 | -4,161股-1.75% | 减仓 |
| C花旗集团C |
| 1.34% | 1.29% | $2,901.3万 | 20.7万股 | $2,438.1万 | 21.5万股 | -7,686股-3.58% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.15% | 1.09% | $2,493.6万 | 20.1万股 | $2,050.3万 | 4.8万股 | +15.3万股+317.66% | 加仓 |
 Meta平台META |
| 1.02% | 1.31% | $2,212.8万 | 3.9万股 | $2,478.9万 | 4.3万股 | -4,043股-9.33% | 减仓 |
 迈威尔MRVL |
| 0.95% | 0.37% | $2,052.9万 | 6.9万股 | $693.2万 | 7.0万股 | -1,069股-1.53% | 减仓 |
 CrowdStrikeCRWD |
| 0.93% | 0.68% | $2,030.7万 | 2.7万股 | $1,279.4万 | 3.3万股 | -6,160股-18.80% | 减仓 |
 康宁GLW |
| 0.91% | 0.58% | $1,976.6万 | 7.7万股 | $1,104.3万 | 8.1万股 | -3,835股-4.72% | 减仓 |
 VisaV |
| 0.88% | 0.92% | $1,916.1万 | 5.6万股 | $1,737.6万 | 5.7万股 | -1,643股-2.86% | 减仓 |
 雷神技术RTX |
| 0.86% | 1.04% | $1,865.4万 | 9.8万股 | $1,956.4万 | 10.1万股 | -3,100股-3.06% | 减仓 |
 思科CSCO |
| 0.86% | 0.66% | $1,865.1万 | 15.9万股 | $1,239.1万 | 16.0万股 | -911股-0.57% | 减仓 |
| T赛默飞世尔TMO |
| 0.8% | 0.89% | $1,736.2万 | 3.5万股 | $1,689.1万 | 3.4万股 | +265股+0.77% | 加仓 |
 LOWES COS COMLOW |
| 0.79% | 1% | $1,717.3万 | 7.8万股 | $1,894.8万 | 8.0万股 | -2,305股-2.87% | 减仓 |
 强生JNJ |
| 0.73% | 0.81% | $1,589.1万 | 6.3万股 | $1,533.7万 | 6.3万股 | -171股-0.27% | 减仓 |
 CARRIER GLOBALCARR |
| 0.72% | 0.66% | $1,558.1万 | 21.2万股 | $1,237.6万 | 22.0万股 | -7,353股-3.35% | 减仓 |
 GE VernovaGEV |
| 0.69% | 0.66% | $1,508.1万 | 1.3万股 | $1,238.1万 | 1.4万股 | -1,348股-9.50% | 减仓 |
| BBANK OF AMERBAC |
| 0.69% | 0.68% | $1,492.6万 | 26.2万股 | $1,288.7万 | 26.4万股 | -2,392股-0.90% | 减仓 |
 纽蒙特NEM |
| 0.67% | 0.9% | $1,462.7万 | 15.7万股 | $1,706.5万 | 15.8万股 | -1,042股-0.66% | 减仓 |
 卡特彼勒CAT |
| 0.67% | 0.46% | $1,447.0万 | 1.4万股 | $877.5万 | 1.2万股 | +1,202股+9.70% | 加仓 |
| IiShares安硕信托IEFA |
| 0.63% | 0.68% | $1,375.2万 | 14.2万股 | $1,278.2万 | 14.1万股 | +1,200股+0.85% | 加仓 |
 QUANTA SVCSPWR |
| 0.63% | 0.62% | $1,360.9万 | 1.9万股 | $1,175.3万 | 2.1万股 | -2,507股-11.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.69% | $1,346.0万 | 2.7万股 | $1,310.8万 | 2.7万股 | -455股-1.66% | 减仓 |
 礼来LLY |
| 0.6% | 0.32% | $1,311.1万 | 1.1万股 | $608.2万 | 6,613股 | +4,318股+65.30% | 加仓 |
| G通用动力VTI |
| 0.6% | 0.6% | $1,293.6万 | 3.5万股 | $1,126.5万 | 3.5万股 | -155股-0.44% | 减仓 |
 联邦快递FDX |
| 0.59% | 0.86% | $1,278.4万 | 4.1万股 | $1,616.0万 | 4.5万股 | -4,544股-10.02% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.54% | 0.56% | $1,175.7万 | 4.7万股 | $1,067.4万 | 5.4万股 | -7,014股-12.98% | 减仓 |
 康菲石油COP |
| 0.54% | 0.76% | $1,165.1万 | 11.2万股 | $1,433.1万 | 10.9万股 | +3,507股+3.23% | 加仓 |
 波音BA |
| 0.51% | 0.53% | $1,110.4万 | 5.1万股 | $1,001.9万 | 5.0万股 | +958股+1.90% | 加仓 |
 宝洁PG |
| 0.51% | 0.59% | $1,110.1万 | 7.6万股 | $1,114.9万 | 7.7万股 | -1,481股-1.92% | 减仓 |
 艾伯维ABBV |
| 0.5% | 0.51% | $1,096.5万 | 4.4万股 | $965.6万 | 4.4万股 | -824股-1.86% | 减仓 |
 仲量联行JLL |
| 0.49% | 0.55% | $1,056.7万 | 3.4万股 | $1,042.2万 | 3.4万股 | -155股-0.45% | 减仓 |
| Q高通QCOM |
| 0.48% | 0.4% | $1,052.3万 | 5.7万股 | $751.8万 | 5.8万股 | -1,433股-2.45% | 减仓 |
 标普全球SPGI |
| 0.48% | 0.56% | $1,048.8万 | 2.6万股 | $1,061.3万 | 2.5万股 | +801股+3.21% | 加仓 |
 优步UBER |
| 0.48% | 0.46% | $1,036.9万 | 14.4万股 | $868.1万 | 12.1万股 | +2.3万股+19.06% | 加仓 |
 沃尔玛WMT |
| 0.46% | 0.74% | $1,001.7万 | 8.8万股 | $1,392.6万 | 11.2万股 | -2.4万股-21.07% | 减仓 |
 ROKU COM CL AROKU |
| 0.46% | 0.36% | $990.1万 | 7.2万股 | $681.7万 | 7.2万股 | -374股-0.52% | 减仓 |
 美国运通AXP |
| 0.45% | 0.46% | $972.9万 | 2.9万股 | $873.0万 | 2.9万股 | -99股-0.34% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.45% | 0.4% | $970.7万 | 8.2万股 | $763.2万 | 7.2万股 | +1.0万股+14.00% | 加仓 |
 AMD超威AMD |
| 0.45% | 0.15% | $970.6万 | 1.7万股 | $292.7万 | 1.4万股 | +2,321股+16.13% | 加仓 |
