 英伟达NVDA |
| 7.5% | 7.55% | $1.46亿 | 72.9万股 | $1.17亿 | 67.2万股 | +5.7万股+8.51% | 加仓 |
 苹果AAPL |
| 6.57% | 6.64% | $1.28亿 | 44.2万股 | $1.03亿 | 40.6万股 | +3.6万股+8.92% | 加仓 |
 微软MSFT |
| 4.29% | 4.9% | $8,345.7万 | 22.4万股 | $7,604.3万 | 20.5万股 | +1.8万股+8.91% | 加仓 |
 亚马逊AMZN |
| 3.61% | 3.63% | $7,027.0万 | 29.5万股 | $5,628.5万 | 27.0万股 | +2.5万股+9.09% | 加仓 |
 谷歌AGOOGL |
| 3.24% | 2.98% | $6,311.4万 | 17.7万股 | $4,631.6万 | 16.1万股 | +1.6万股+9.65% | 加仓 |
 博通AVGO |
| 2.77% | 2.62% | $5,386.8万 | 14.3万股 | $4,059.7万 | 13.1万股 | +1.1万股+8.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.39% | $5,029.8万 | 14.2万股 | $3,711.4万 | 12.9万股 | +1.3万股+10.03% | 加仓 |
 美光科技MU |
| 2.01% | 0.68% | $3,920.7万 | 3.4万股 | $1,051.9万 | 3.1万股 | +2,829股+9.09% | 加仓 |
 Meta平台META |
| 1.91% | 2.23% | $3,725.7万 | 6.6万股 | $3,461.8万 | 6.1万股 | +5,634股+9.31% | 加仓 |
 特斯拉TSLA |
| 1.83% | 1.86% | $3,566.4万 | 8.5万股 | $2,892.4万 | 7.8万股 | +6,988股+8.98% | 加仓 |
 摩根大通JPM |
| 1.49% | 1.54% | $2,900.3万 | 8.9万股 | $2,386.1万 | 8.1万股 | +7,488股+9.23% | 加仓 |
 礼来LLY |
| 1.47% | 1.3% | $2,857.8万 | 2.4万股 | $2,016.3万 | 2.2万股 | +1,904股+8.69% | 加仓 |
 AMD超威AMD |
| 1.46% | 0.59% | $2,852.9万 | 4.9万股 | $917.6万 | 4.5万股 | +4,006股+8.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.42% | 1.57% | $2,763.0万 | 5.5万股 | $2,431.0万 | 5.1万股 | +4,487股+8.84% | 加仓 |
 英特尔INTC |
| 1.02% | 0.37% | $1,986.9万 | 14.2万股 | $573.2万 | 13.0万股 | +1.2万股+9.55% | 加仓 |
 强生JNJ |
| 0.95% | 1.05% | $1,841.3万 | 7.3万股 | $1,629.7万 | 6.7万股 | +5,833股+8.75% | 加仓 |
 应用材料AMAT |
| 0.89% | 0.48% | $1,728.1万 | 2.4万股 | $750.5万 | 2.2万股 | +1,944股+8.85% | 加仓 |
 VisaV |
| 0.88% | 0.91% | $1,715.0万 | 5.0万股 | $1,405.6万 | 4.7万股 | +3,481股+7.48% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.26% | $1,706.8万 | 12.5万股 | $1,961.5万 | 11.6万股 | +9,229股+7.98% | 加仓 |
 泛林集团LRCX |
| 0.84% | 0.48% | $1,632.1万 | 3.8万股 | $738.1万 | 3.5万股 | +3,118股+9.03% | 加仓 |
 沃尔玛WMT |
| 0.77% | 0.97% | $1,495.5万 | 13.2万股 | $1,507.2万 | 12.1万股 | +1.1万股+8.88% | 加仓 |
 卡特彼勒CAT |
| 0.76% | 0.59% | $1,477.3万 | 1.4万股 | $911.9万 | 1.3万股 | +1,001股+7.78% | 加仓 |
 思科CSCO |
| 0.72% | 0.55% | $1,397.4万 | 11.9万股 | $848.1万 | 10.9万股 | +9,659股+8.84% | 加仓 |
 艾伯维ABBV |
| 0.69% | 0.68% | $1,339.1万 | 5.3万股 | $1,063.4万 | 4.9万股 | +4,319股+8.83% | 加仓 |
 好市多COST |
| 0.64% | 0.79% | $1,250.1万 | 1.3万股 | $1,223.6万 | 1.2万股 | +1,083股+8.82% | 加仓 |
 万事达MA |
| 0.64% | 0.73% | $1,248.2万 | 2.4万股 | $1,125.7万 | 2.3万股 | +1,772股+7.87% | 加仓 |
| BBANK OF AMERBAC |
| 0.63% | 0.63% | $1,230.2万 | 21.6万股 | $973.2万 | 20.0万股 | +1.6万股+8.14% | 加仓 |
 科磊KLAC |
| 0.61% | 0.34% | $1,187.0万 | 3.9万股 | $534.0万 | 3,627股 | +3.6万股+984.73% | 加仓 |
 GE航空GE |
| 0.6% | 0.53% | $1,174.4万 | 3.1万股 | $823.4万 | 2.9万股 | +2,409股+8.30% | 加仓 |
 联合健康UNH |
| 0.58% | 0.44% | $1,136.8万 | 2.7万股 | $678.1万 | 2.5万股 | +2,292股+9.15% | 加仓 |
 家得宝HD |
| 0.54% | 0.58% | $1,058.0万 | 3.0万股 | $905.8万 | 2.8万股 | +2,458股+8.92% | 加仓 |
 宝洁PG |
| 0.53% | 0.6% | $1,028.4万 | 7.0万股 | $928.6万 | 6.4万股 | +5,841股+9.08% | 加仓 |
| SSANDISK COMSNDK |
| 0.52% | 0.17% | $1,014.3万 | 4,461股 | $259.5万 | 4,084股 | +377股+9.23% | 加仓 |
 高盛GS |
| 0.51% | 0.49% | $986.6万 | 9,755股 | $763.4万 | 9,024股 | +731股+8.10% | 加仓 |
 默沙东MRK |
| 0.49% | 0.53% | $955.9万 | 7.4万股 | $826.0万 | 6.9万股 | +5,723股+8.33% | 加仓 |
 GE VernovaGEV |
| 0.49% | 0.42% | $950.9万 | 8,094股 | $650.8万 | 7,456股 | +638股+8.56% | 加仓 |
 可口可乐KO |
| 0.49% | 0.52% | $947.8万 | 11.7万股 | $814.5万 | 10.7万股 | +9,523股+8.89% | 加仓 |
 雪佛龙CVX |
| 0.48% | 0.69% | $934.6万 | 5.6万股 | $1,072.9万 | 5.2万股 | +4,527股+8.73% | 加仓 |
 NETFLIXNFLX |
| 0.46% | 0.72% | $905.5万 | 12.7万股 | $1,123.1万 | 11.7万股 | +1.0万股+8.58% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 0.46% | $849.2万 | 4.7万股 | $712.0万 | 4.3万股 | +3,877股+9.00% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.43% | 0.48% | $836.3万 | 10.1万股 | $740.7万 | 9.3万股 | +8,150股+8.76% | 加仓 |
 PALO ALTOPANW |
| 0.43% | 0.23% | $833.0万 | 2.4万股 | $358.5万 | 2.2万股 | +2,066股+9.24% | 加仓 |
 德州仪器TXN |
| 0.42% | 0.31% | $817.0万 | 2.7万股 | $487.5万 | 2.5万股 | +2,299股+9.15% | 加仓 |
 帕兰提尔PLTR |
| 0.41% | 0.6% | $806.8万 | 6.9万股 | $924.4万 | 6.3万股 | +5,959股+9.43% | 加仓 |
| IIBMIBM |
| 0.41% | 0.4% | $796.0万 | 2.8万股 | $626.8万 | 2.6万股 | +2,449股+9.47% | 加仓 |
| C花旗集团C |
| 0.41% | 0.38% | $789.4万 | 5.6万股 | $596.3万 | 5.3万股 | +3,824股+7.27% | 加仓 |
 迈威尔MRVL |
| 0.4% | — | $785.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 雷神技术RTX |
| 0.4% | 0.46% | $769.5万 | 4.1万股 | $716.3万 | 3.7万股 | +3,426股+9.23% | 加仓 |
 甲骨文ORCL |
| 0.38% | 0.44% | $749.0万 | 5.1万股 | $690.1万 | 4.7万股 | +4,196股+8.94% | 加仓 |
 林德LIN |
| 0.37% | 0.41% | $722.7万 | 1.4万股 | $640.4万 | 1.3万股 | +1,008股+7.80% | 加仓 |
