| IiShares安硕信托IVV |
| 23.65% | 17.1% | $299.62亿 | 4,000.9万股 | $171.68亿 | 2,628.2万股 | +1,372.7万股+52.23% | 加仓 |
| S道富SPYM |
| 3.25% | 3.78% | $41.19亿 | 4,686.9万股 | $38.00亿 | 4,965.0万股 | -278.1万股-5.60% | 减仓 |
 苹果AAPL |
| 2.17% | 2.18% | $27.47亿 | 949.5万股 | $21.93亿 | 864.2万股 | +85.2万股+9.86% | 加仓 |
 AMD超威AMD |
| 1.9% | 0.92% | $24.06亿 | 414.3万股 | $9.27亿 | 455.7万股 | -41.5万股-9.10% | 减仓 |
 亚马逊AMZN |
| 1.82% | 1.86% | $23.11亿 | 969.7万股 | $18.65亿 | 895.5万股 | +74.2万股+8.28% | 加仓 |
 英伟达NVDA |
| 1.44% | 2.41% | $18.23亿 | 911.3万股 | $24.20亿 | 1,388.2万股 | -476.9万股-34.35% | 减仓 |
 美光科技MU |
| 1.41% | 0.35% | $17.81亿 | 154.3万股 | $3.47亿 | 102.8万股 | +51.5万股+50.07% | 加仓 |
 微软MSFT |
| 1.21% | 1.48% | $15.34亿 | 411.3万股 | $14.82亿 | 400.4万股 | +10.9万股+2.72% | 加仓 |
 好市多COST |
| 0.87% | 0.26% | $10.99亿 | 117.5万股 | $2.63亿 | 26.4万股 | +91.0万股+344.41% | 加仓 |
 台积电TSM |
| 0.83% | 0.86% | $10.55亿 | 220.9万股 | $8.61亿 | 254.8万股 | -33.9万股-13.30% | 减仓 |
 摩根士丹利MS |
| 0.77% | 0.69% | $9.72亿 | 464.9万股 | $6.91亿 | 419.7万股 | +45.2万股+10.76% | 加仓 |
 特斯拉TSLA |
| 0.76% | 0.78% | $9.57亿 | 227.5万股 | $7.87亿 | 211.6万股 | +15.8万股+7.48% | 加仓 |
 联合健康UNH |
| 0.64% | 0.41% | $8.07亿 | 194.3万股 | $4.09亿 | 151.3万股 | +42.9万股+28.37% | 加仓 |
 谷歌AGOOGL |
| 0.62% | 0.91% | $7.90亿 | 221.1万股 | $9.14亿 | 318.0万股 | -96.9万股-30.46% | 减仓 |
 希尔顿HLT |
| 0.6% | 0.76% | $7.66亿 | 231.9万股 | $7.67亿 | 252.3万股 | -20.4万股-8.07% | 减仓 |
 强生JNJ |
| 0.6% | 0.58% | $7.59亿 | 299.0万股 | $5.81亿 | 237.8万股 | +61.2万股+25.72% | 加仓 |
 艾伯维ABBV |
| 0.59% | <0.01% | $7.53亿 | 299.1万股 | $23.1万 | 1,061股 | +298.9万股+281,757.87% | 加仓 |
| BBANK OF AMERBAC |
| 0.56% | 0.11% | $7.11亿 | 1,248.6万股 | $1.07亿 | 220.0万股 | +1,028.6万股+467.47% | 加仓 |
 可口可乐KO |
| 0.53% | 0.42% | $6.70亿 | 824.1万股 | $4.25亿 | 559.4万股 | +264.7万股+47.31% | 加仓 |
 VanEck ETF信托SMH |
| 0.52% | 0.23% | $6.64亿 | 101.3万股 | $2.29亿 | 59.7万股 | +41.6万股+69.70% | 加仓 |
 摩根大通JPM |
| 0.51% | 0.01% | $6.50亿 | 198.6万股 | $626.0万 | 2.1万股 | +196.4万股+9,231.16% | 加仓 |
 博通AVGO |
| 0.48% | 0.79% | $6.10亿 | 161.5万股 | $7.88亿 | 254.7万股 | -93.2万股-36.58% | 减仓 |
 Meta平台META |
| 0.43% | 0.57% | $5.40亿 | 95.9万股 | $5.74亿 | 100.4万股 | -4.5万股-4.44% | 减仓 |
 埃克森美孚XOM |
| 0.4% | 0.07% | $5.12亿 | 374.2万股 | $6,818.6万 | 40.2万股 | +334.1万股+831.20% | 加仓 |
 雅培ABT |
| 0.4% | 0.21% | $5.03亿 | 554.4万股 | $2.06亿 | 201.1万股 | +353.3万股+175.69% | 加仓 |
 芝加哥商品交易所CME |
| 0.39% | 0.24% | $4.95亿 | 224.1万股 | $2.38亿 | 80.4万股 | +143.7万股+178.64% | 加仓 |
| Q高通QCOM |
| 0.39% | 0.04% | $4.92亿 | 266.4万股 | $3,544.0万 | 27.5万股 | +238.9万股+868.09% | 加仓 |
 Bloom EnergyBE |
| 0.39% | 0.14% | $4.90亿 | 161.9万股 | $1.40亿 | 103.2万股 | +58.7万股+56.93% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.38% | — | $4.87亿 | 75.9万股 | $0 | 0股 | +75.9万股 | 新买入 |
 美国运通AXP |
| 0.38% | 0.06% | $4.83亿 | 142.9万股 | $6,171.9万 | 20.4万股 | +122.5万股+600.42% | 加仓 |
 应用材料AMAT |
| 0.38% | 0.39% | $4.81亿 | 66.5万股 | $3.87亿 | 113.1万股 | -46.6万股-41.23% | 减仓 |
 德州仪器TXN |
| 0.38% | 0.03% | $4.81亿 | 161.2万股 | $2,821.3万 | 14.5万股 | +146.7万股+1,009.51% | 加仓 |
| IIBMIBM |
| 0.38% | 0.11% | $4.80亿 | 170.8万股 | $1.06亿 | 43.6万股 | +127.2万股+291.60% | 加仓 |
| SSANDISK COMSNDK |
| 0.38% | 0.36% | $4.76亿 | 20.9万股 | $3.59亿 | 56.5万股 | -35.5万股-62.94% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.37% | 0.19% | $4.75亿 | 200.1万股 | $1.90亿 | 81.5万股 | +118.7万股+145.66% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.37% | 0.08% | $4.70亿 | 3,542.6万股 | $8,019.5万 | 997.4万股 | +2,545.2万股+255.17% | 加仓 |
 英特尔INTC |
| 0.36% | 0.39% | $4.58亿 | 328.0万股 | $3.93亿 | 891.7万股 | -563.7万股-63.21% | 减仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.32% | $4.56亿 | 61.9万股 | $3.23亿 | 55.9万股 | +5.9万股+10.63% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.16% | $4.38亿 | 58.7万股 | $1.63亿 | 25.0万股 | +33.7万股+134.50% | 加仓 |
 思科CSCO |
| 0.34% | 0.03% | $4.26亿 | 362.8万股 | $3,131.5万 | 40.4万股 | +322.4万股+798.86% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.33% | 0.07% | $4.23亿 | 439.6万股 | $7,520.9万 | 103.8万股 | +335.8万股+323.56% | 加仓 |
 雪佛龙CVX |
| 0.33% | 0.86% | $4.20亿 | 253.5万股 | $8.64亿 | 417.5万股 | -163.9万股-39.27% | 减仓 |
 礼来LLY |
| 0.32% | 0.61% | $4.08亿 | 34.0万股 | $6.08亿 | 66.1万股 | -32.1万股-48.59% | 减仓 |
 优步UBER |
| 0.32% | 0.21% | $4.02亿 | 556.9万股 | $2.09亿 | 289.9万股 | +266.9万股+92.07% | 加仓 |
 ADPADP |
| 0.31% | 0.1% | $3.97亿 | 177.2万股 | $9,612.5万 | 47.3万股 | +129.9万股+274.47% | 加仓 |
 帕兰提尔PLTR |
| 0.31% | 0.51% | $3.92亿 | 336.4万股 | $5.16亿 | 352.7万股 | -16.3万股-4.63% | 减仓 |
 康宁GLW |
| 0.31% | 0.25% | $3.92亿 | 153.4万股 | $2.50亿 | 183.5万股 | -30.1万股-16.41% | 减仓 |
 NETFLIXNFLX |
| 0.3% | 0.53% | $3.78亿 | 530.0万股 | $5.29亿 | 550.0万股 | -20.0万股-3.64% | 减仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.3% | 0.22% | $3.78亿 | 458.2万股 | $2.25亿 | 505.2万股 | -47.0万股-9.30% | 减仓 |
 联合包裹UPSUPS |
| 0.29% | 0.11% | $3.70亿 | 344.6万股 | $1.11亿 | 113.0万股 | +231.6万股+204.99% | 加仓 |
