 英伟达NVDA |
| 6.06% | 6% | $2.41亿 | 120.5万股 | $1.95亿 | 111.6万股 | +8.9万股+8.01% | 加仓 |
 苹果AAPL |
| 5.31% | 5.32% | $2.11亿 | 73.1万股 | $1.73亿 | 68.0万股 | +5.0万股+7.38% | 加仓 |
 微软MSFT |
| 3.68% | 3.9% | $1.46亿 | 39.2万股 | $1.27亿 | 34.2万股 | +5.0万股+14.71% | 加仓 |
 亚马逊AMZN |
| 2.91% | 2.88% | $1.16亿 | 48.7万股 | $9,328.4万 | 44.8万股 | +3.9万股+8.66% | 加仓 |
 谷歌AGOOGL |
| 2.64% | 2.36% | $1.05亿 | 29.4万股 | $7,666.9万 | 26.7万股 | +2.7万股+10.20% | 加仓 |
 博通AVGO |
| 2.23% | 2.07% | $8,892.8万 | 23.5万股 | $6,702.7万 | 21.7万股 | +1.9万股+8.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.09% | 1.87% | $8,337.9万 | 23.6万股 | $6,072.3万 | 21.2万股 | +2.4万股+11.48% | 加仓 |
 美光科技MU |
| 1.62% | 0.55% | $6,461.1万 | 5.6万股 | $1,786.3万 | 5.3万股 | +3,100股+5.86% | 加仓 |
 Meta平台META |
| 1.54% | 1.76% | $6,131.4万 | 10.9万股 | $5,724.2万 | 10.0万股 | +8,800股+8.80% | 加仓 |
 特斯拉TSLA |
| 1.48% | 1.48% | $5,884.2万 | 14.0万股 | $4,788.1万 | 12.9万股 | +1.1万股+8.62% | 加仓 |
 礼来LLY |
| 1.19% | 1.03% | $4,726.7万 | 3.9万股 | $3,348.7万 | 3.6万股 | +3,000股+8.24% | 加仓 |
 AMD超威AMD |
| 1.18% | 0.46% | $4,714.1万 | 8.1万股 | $1,492.2万 | 7.3万股 | +7,800股+10.63% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.16% | 1.25% | $4,631.5万 | 9.3万股 | $4,047.2万 | 8.4万股 | +8,100股+9.59% | 加仓 |
 摩根大通JPM |
| 1.1% | 1.15% | $4,387.9万 | 13.4万股 | $3,725.5万 | 12.7万股 | +7,400股+5.84% | 加仓 |
 英特尔INTC |
| 0.82% | 0.27% | $3,259.9万 | 23.3万股 | $884.2万 | 20.0万股 | +3.3万股+16.52% | 加仓 |
 强生JNJ |
| 0.76% | 0.84% | $3,044.7万 | 12.0万股 | $2,730.0万 | 11.2万股 | +8,200股+7.34% | 加仓 |
 VisaV |
| 0.72% | 0.73% | $2,869.4万 | 8.4万股 | $2,376.6万 | 7.9万股 | +5,000股+6.36% | 加仓 |
 应用材料AMAT |
| 0.72% | 0.38% | $2,854.8万 | 3.9万股 | $1,226.5万 | 3.6万股 | +3,600股+10.03% | 加仓 |
 埃克森美孚XOM |
| 0.71% | 1.03% | $2,841.8万 | 20.8万股 | $3,353.4万 | 19.8万股 | +1.0万股+5.16% | 加仓 |
 泛林集团LRCX |
| 0.68% | 0.38% | $2,692.3万 | 6.2万股 | $1,235.6万 | 5.8万股 | +4,300股+7.44% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.77% | $2,470.0万 | 21.8万股 | $2,504.0万 | 20.1万股 | +1.7万股+8.24% | 加仓 |
 卡特彼勒CAT |
| 0.62% | 0.48% | $2,460.1万 | 2.3万股 | $1,551.7万 | 2.2万股 | +1,200股+5.48% | 加仓 |
 思科CSCO |
| 0.58% | 0.43% | $2,309.0万 | 19.7万股 | $1,404.2万 | 18.1万股 | +1.6万股+8.62% | 加仓 |
 艾伯维ABBV |
| 0.56% | 0.54% | $2,213.3万 | 8.8万股 | $1,767.2万 | 8.1万股 | +6,700股+8.25% | 加仓 |
 万事达MA |
| 0.52% | 0.58% | $2,085.7万 | 4.1万股 | $1,894.2万 | 3.8万股 | +2,700股+7.12% | 加仓 |
 好市多COST |
| 0.52% | 0.62% | $2,064.1万 | 2.2万股 | $2,009.3万 | 2.0万股 | +1,900股+9.42% | 加仓 |
 科磊KLAC |
| 0.49% | 0.27% | $1,955.1万 | 6.5万股 | $865.8万 | 5,880股 | +5.9万股+1,002.04% | 加仓 |
 GE航空GE |
| 0.49% | 0.43% | $1,946.3万 | 5.2万股 | $1,387.0万 | 4.9万股 | +3,200股+6.55% | 加仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.47% | $1,880.6万 | 33.0万股 | $1,527.1万 | 31.3万股 | +1.7万股+5.36% | 加仓 |
 联合健康UNH |
| 0.47% | 0.35% | $1,871.2万 | 4.5万股 | $1,147.8万 | 4.2万股 | +2,600股+6.13% | 加仓 |
 家得宝HD |
| 0.44% | 0.46% | $1,745.5万 | 4.9万股 | $1,496.2万 | 4.5万股 | +4,000股+8.79% | 加仓 |
 宝洁PG |
| 0.43% | 0.48% | $1,694.7万 | 11.6万股 | $1,552.3万 | 10.7万股 | +8,100股+7.54% | 加仓 |
| SSANDISK COMSNDK |
| 0.42% | 0.13% | $1,682.6万 | 7,400股 | $406.6万 | 6,400股 | +1,000股+15.63% | 加仓 |
 默沙东MRK |
| 0.4% | 0.42% | $1,586.8万 | 12.3万股 | $1,378.4万 | 11.5万股 | +8,900股+7.77% | 加仓 |
 GE VernovaGEV |
| 0.4% | 0.33% | $1,576.5万 | 1.3万股 | $1,075.3万 | 1.2万股 | +1,100股+8.93% | 加仓 |
 可口可乐KO |
| 0.39% | 0.42% | $1,565.4万 | 19.3万股 | $1,356.1万 | 17.8万股 | +1.4万股+8.02% | 加仓 |
 雪佛龙CVX |
| 0.39% | 0.56% | $1,548.1万 | 9.3万股 | $1,812.3万 | 8.8万股 | +5,800股+6.62% | 加仓 |
 高盛GS |
| 0.38% | 0.36% | $1,515.9万 | 1.5万股 | $1,183.5万 | 1.4万股 | +1,000股+7.15% | 加仓 |
 NETFLIXNFLX |
| 0.38% | 0.57% | $1,500.2万 | 21.0万股 | $1,848.1万 | 19.2万股 | +1.8万股+9.31% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | 0.35% | $1,400.4万 | 7.7万股 | $1,132.8万 | 6.9万股 | +8,900股+12.99% | 加仓 |
 PALO ALTOPANW |
| 0.34% | 0.15% | $1,370.9万 | 4.0万股 | $487.4万 | 3.0万股 | +9,800股+32.24% | 加仓 |
 德州仪器TXN |
| 0.34% | 0.25% | $1,348.9万 | 4.5万股 | $814.5万 | 4.2万股 | +3,300股+7.87% | 加仓 |
 帕兰提尔PLTR |
| 0.33% | 0.47% | $1,326.5万 | 11.4万股 | $1,531.6万 | 10.5万股 | +9,000股+8.60% | 加仓 |
| IIBMIBM |
| 0.33% | 0.32% | $1,306.1万 | 4.6万股 | $1,045.8万 | 4.3万股 | +3,300股+7.65% | 加仓 |
 迈威尔MRVL |
| 0.33% | — | $1,298.8万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.32% | 0.36% | $1,272.0万 | 15.4万股 | $1,169.6万 | 14.7万股 | +7,000股+4.76% | 加仓 |
 雷神技术RTX |
| 0.32% | 0.36% | $1,266.9万 | 6.7万股 | $1,182.0万 | 6.1万股 | +5,500股+8.98% | 加仓 |
 摩根士丹利MS |
| 0.31% | 0.28% | $1,250.3万 | 6.0万股 | $923.4万 | 5.6万股 | +3,700股+6.59% | 加仓 |
 甲骨文ORCL |
| 0.31% | 0.35% | $1,236.7万 | 8.4万股 | $1,126.7万 | 7.7万股 | +7,800股+10.18% | 加仓 |
| C花旗集团C |
| 0.31% | 0.3% | $1,215.2万 | 8.7万股 | $962.0万 | 8.5万股 | +2,000股+2.36% | 加仓 |
