 英伟达NVDA |
| 4.94% | 5.6% | $57.14亿 | 2,857.6万股 | $53.78亿 | 3,085.9万股 | -228.3万股-7.40% | 减仓 |
 苹果AAPL |
| 3.17% | 4.15% | $36.68亿 | 1,268.5万股 | $39.92亿 | 1,574.1万股 | -305.6万股-19.42% | 减仓 |
 谷歌AGOOGL |
| 2.83% | 3.1% | $32.71亿 | 916.3万股 | $29.77亿 | 1,036.3万股 | -120.0万股-11.58% | 减仓 |
 博通AVGO |
| 2.57% | 2.83% | $29.68亿 | 786.1万股 | $27.19亿 | 879.2万股 | -93.1万股-10.59% | 减仓 |
 美光科技MU |
| 2.28% | 0.89% | $26.31亿 | 228.1万股 | $8.52亿 | 252.5万股 | -24.4万股-9.67% | 减仓 |
 亚马逊AMZN |
| 2.07% | 2.14% | $23.97亿 | 1,006.7万股 | $20.61亿 | 990.6万股 | +16.1万股+1.62% | 加仓 |
 微软MSFT |
| 1.68% | 2.65% | $19.45亿 | 522.1万股 | $25.47亿 | 688.7万股 | -166.6万股-24.20% | 减仓 |
 泛林集团LRCX |
| 1.42% | 0.88% | $16.45亿 | 380.0万股 | $8.50亿 | 398.2万股 | -18.2万股-4.57% | 减仓 |
 卡特彼勒CAT |
| 1.27% | 1.05% | $14.66亿 | 137.7万股 | $10.06亿 | 142.0万股 | -4.3万股-3.00% | 减仓 |
 礼来LLY |
| 1.23% | 1.09% | $14.27亿 | 119.1万股 | $10.43亿 | 113.5万股 | +5.6万股+4.94% | 加仓 |
 AMD超威AMD |
| 1.17% | 0.26% | $13.49亿 | 232.6万股 | $2.53亿 | 124.6万股 | +108.0万股+86.71% | 加仓 |
| TThe Wisdomtree Trust Voya Yield Enhanced UsdUNIY |
| 1.16% | 1.27% | $13.42亿 | 2,774.5万股 | $12.21亿 | 2,520.5万股 | +254.0万股+10.08% | 加仓 |
 摩根大通JPM |
| 1.09% | 1.13% | $12.62亿 | 385.8万股 | $10.82亿 | 368.2万股 | +17.6万股+4.77% | 加仓 |
 特斯拉TSLA |
| 1.05% | 1.1% | $12.18亿 | 289.8万股 | $10.59亿 | 284.9万股 | +4.9万股+1.72% | 加仓 |
 应用材料AMAT |
| 1.02% | 0.67% | $11.79亿 | 163.1万股 | $6.39亿 | 187.0万股 | -23.9万股-12.78% | 减仓 |
 台积电TSM |
| 1.01% | 0.96% | $11.73亿 | 245.7万股 | $9.21亿 | 272.7万股 | -27.0万股-9.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.6% | $10.59亿 | 299.8万股 | $5.73亿 | 199.9万股 | +99.9万股+50.00% | 加仓 |
 联合健康UNH |
| 0.87% | 0.17% | $10.06亿 | 242.0万股 | $1.64亿 | 60.7万股 | +181.3万股+298.86% | 加仓 |
 Meta平台META |
| 0.87% | 1.22% | $10.02亿 | 178.0万股 | $11.68亿 | 204.3万股 | -26.2万股-12.84% | 减仓 |
| FFLEXFLEX |
| 0.84% | 0.4% | $9.66亿 | 596.3万股 | $3.88亿 | 592.3万股 | +4.0万股+0.67% | 加仓 |
| SSANDISK COMSNDK |
| 0.83% | 0.4% | $9.60亿 | 42.3万股 | $3.80亿 | 59.8万股 | -17.5万股-29.30% | 减仓 |
 摩根士丹利MS |
| 0.78% | 0.25% | $9.02亿 | 431.5万股 | $2.39亿 | 145.2万股 | +286.3万股+197.19% | 加仓 |
 CrowdStrikeCRWD |
| 0.78% | 0.51% | $9.02亿 | 118.3万股 | $4.86亿 | 124.5万股 | -6.2万股-4.99% | 减仓 |
 相干公司COHR |
| 0.77% | 0.55% | $8.95亿 | 227.0万股 | $5.31亿 | 223.0万股 | +4.0万股+1.78% | 加仓 |
 GE VernovaGEV |
| 0.72% | 0.66% | $8.37亿 | 71.3万股 | $6.33亿 | 72.5万股 | -1.3万股-1.73% | 减仓 |
 默沙东MRK |
| 0.72% | 0.65% | $8.33亿 | 648.5万股 | $6.21亿 | 515.9万股 | +132.6万股+25.69% | 加仓 |
 强生JNJ |
| 0.71% | 0.94% | $8.26亿 | 325.6万股 | $8.99亿 | 367.8万股 | -42.2万股-11.48% | 减仓 |
 谷歌AGOOGL |
| 0.66% | — | $7.62亿 | 1,496.9万股 | $0 | 0股 | +1,496.9万股 | 新买入 |
 PALO ALTOPANW |
| 0.64% | 0.34% | $7.35亿 | 215.5万股 | $3.30亿 | 205.8万股 | +9.7万股+4.72% | 加仓 |
| SSeagate HDD CaymanSTX |
| 0.61% | 0.25% | $7.02亿 | 6,018.0万股 | $2.39亿 | 5,035.5万股 | +982.5万股+19.51% | 加仓 |
 Live Nation EntertainmentLYV |
| 0.6% | 0.6% | $6.96亿 | 5.82亿股 | $5.80亿 | 5.37亿股 | +4,491.0万股+8.36% | 加仓 |
 西部数据WDC |
| 0.59% | 0.94% | $6.86亿 | 4,071.0万股 | $8.99亿 | 1.26亿股 | -8,480.5万股-67.57% | 减仓 |
| W富国银行WFC |
| 0.58% | 0.68% | $6.65亿 | 57.5万股 | $6.57亿 | 56.8万股 | +6,230股+1.10% | 加仓 |
 可口可乐KO |
| 0.56% | 0.66% | $6.52亿 | 803.2万股 | $6.31亿 | 831.1万股 | -27.8万股-3.35% | 减仓 |
 沃尔玛WMT |
| 0.55% | 0.64% | $6.37亿 | 562.5万股 | $6.17亿 | 496.9万股 | +65.6万股+13.19% | 加仓 |
 思科CSCO |
| 0.55% | 0.53% | $6.34亿 | 540.6万股 | $5.09亿 | 656.1万股 | -115.5万股-17.60% | 减仓 |
 谷歌AGOOGL |
| 0.55% | — | $6.33亿 | 1,258.2万股 | $0 | 0股 | +1,258.2万股 | 新买入 |
 康宁GLW |
| 0.55% | 0.43% | $6.33亿 | 247.7万股 | $4.09亿 | 300.9万股 | -53.2万股-17.67% | 减仓 |
 阿斯麦ASML |
| 0.52% | 0.46% | $6.02亿 | 30.2万股 | $4.43亿 | 33.5万股 | -3.3万股-9.76% | 减仓 |
 艾伯维ABBV |
| 0.52% | 0.4% | $5.98亿 | 237.5万股 | $3.87亿 | 178.0万股 | +59.4万股+33.39% | 加仓 |
 Boeing/TheBA |
| 0.52% | 0.52% | $5.97亿 | 887.6万股 | $5.03亿 | 774.7万股 | +112.9万股+14.57% | 加仓 |
 CloudflareNET |
| 0.49% | 0.62% | $5.69亿 | 232.2万股 | $5.94亿 | 288.1万股 | -55.9万股-19.41% | 减仓 |
 DatadogDDOG |
| 0.47% | 0.21% | $5.43亿 | 208.6万股 | $1.99亿 | 168.5万股 | +40.1万股+23.81% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.45% | 0.31% | $5.26亿 | 195.6万股 | $3.00亿 | 130.1万股 | +65.5万股+50.36% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.45% | 0.49% | $5.20亿 | 941.8万股 | $4.71亿 | 851.5万股 | +90.2万股+10.60% | 加仓 |
 康明斯CMI |
| 0.45% | 0.41% | $5.17亿 | 72.6万股 | $3.99亿 | 74.2万股 | -1.6万股-2.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.52% | $5.16亿 | 103.1万股 | $4.96亿 | 103.5万股 | -4,253股-0.41% | 减仓 |
 派克汉尼汾PH |
| 0.43% | 0.55% | $4.97亿 | 50.9万股 | $5.32亿 | 59.5万股 | -8.7万股-14.54% | 减仓 |
 VisaV |
| 0.43% | 0.43% | $4.92亿 | 143.7万股 | $4.17亿 | 138.4万股 | +5.4万股+3.87% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.59% | $4.74亿 | 346.5万股 | $5.64亿 | 332.6万股 | +13.9万股+4.18% | 加仓 |
