 英伟达NVDA |
| 5.45% | 5.02% | $61.62亿 | 3,362.7万股 | $47.85亿 | 2,743.7万股 | +619.0万股+22.56% | 加仓 |
| S道富SPYM |
| 3.59% | 1.59% | $40.62亿 | 4,622.4万股 | $15.19亿 | 1,984.1万股 | +2,638.3万股+132.97% | 加仓 |
 苹果AAPL |
| 3.53% | 3.67% | $39.95亿 | 1,525.8万股 | $34.98亿 | 1,378.2万股 | +147.7万股+10.71% | 加仓 |
| IiShares安硕信托IVV |
| 3.17% | 0.67% | $35.86亿 | 479.6万股 | $6.41亿 | 98.2万股 | +381.4万股+388.42% | 加仓 |
 微软MSFT |
| 3.04% | 3.28% | $34.35亿 | 926.1万股 | $31.26亿 | 844.5万股 | +81.7万股+9.67% | 加仓 |
 亚马逊AMZN |
| 2.26% | 2.09% | $25.57亿 | 1,172.3万股 | $19.98亿 | 959.2万股 | +213.1万股+22.21% | 加仓 |
 谷歌AGOOGL |
| 2.15% | 2.49% | $24.37亿 | 812.1万股 | $23.75亿 | 826.0万股 | -14.0万股-1.69% | 减仓 |
 美光科技MU |
| 1.71% | 0.61% | $19.40亿 | 168.1万股 | $5.82亿 | 172.3万股 | -4.2万股-2.46% | 减仓 |
| VVENTURE GLOBAL INC CLASS AVG |
| 1.69% | 4.15% | $19.17亿 | 1.72亿股 | $39.61亿 | 2.51亿股 | -7,905.4万股-31.46% | 减仓 |
 Meta平台META |
| 1.34% | 1.35% | $15.21亿 | 267.4万股 | $12.84亿 | 224.5万股 | +42.9万股+19.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.44% | $15.03亿 | 503.7万股 | $13.72亿 | 478.2万股 | +25.5万股+5.33% | 加仓 |
 博通AVGO |
| 1.22% | 1.21% | $13.76亿 | 420.8万股 | $11.54亿 | 373.0万股 | +47.8万股+12.83% | 加仓 |
 阿斯利康AZN |
| 1.17% | 1.33% | $13.21亿 | 683.0万股 | $12.65亿 | 653.0万股 | +30.0万股+4.60% | 加仓 |
 强生JNJ |
| 1.11% | 1.51% | $12.57亿 | 510.8万股 | $14.42亿 | 590.1万股 | -79.2万股-13.43% | 减仓 |
 摩根大通JPM |
| 0.95% | 1.05% | $10.71亿 | 357.8万股 | $10.05亿 | 341.5万股 | +16.2万股+4.76% | 加仓 |
 思科CSCO |
| 0.82% | 0.76% | $9.33亿 | 914.4万股 | $7.22亿 | 930.2万股 | -15.8万股-1.69% | 减仓 |
 应用材料AMAT |
| 0.78% | 0.7% | $8.86亿 | 198.9万股 | $6.66亿 | 194.8万股 | +4.1万股+2.11% | 加仓 |
 VICI PPTYS COMVICI |
| 0.74% | 0.89% | $8.36亿 | 3,127.3万股 | $8.46亿 | 3,096.0万股 | +31.3万股+1.01% | 加仓 |
| IiShares安硕信托EEM |
| 0.73% | 0.69% | $8.30亿 | 1,215.4万股 | $6.59亿 | 1,160.4万股 | +55.0万股+4.74% | 加仓 |
 泛林集团LRCX |
| 0.72% | 0.7% | $8.10亿 | 300.7万股 | $6.70亿 | 313.4万股 | -12.7万股-4.07% | 减仓 |
 万事达MA |
| 0.68% | 0.8% | $7.72亿 | 153.9万股 | $7.66亿 | 153.2万股 | +6,867股+0.45% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.67% | 0.71% | $7.56亿 | 251.7万股 | $6.74亿 | 271.7万股 | -20.0万股-7.37% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.66% | 0.79% | $7.48亿 | 806.1万股 | $7.52亿 | 807.1万股 | -1.1万股-0.13% | 减仓 |
 TJXTJX |
| 0.65% | 0.71% | $7.34亿 | 465.8万股 | $6.77亿 | 423.7万股 | +42.1万股+9.93% | 加仓 |
 特斯拉TSLA |
| 0.61% | 0.65% | $6.92亿 | 180.0万股 | $6.17亿 | 165.8万股 | +14.2万股+8.54% | 加仓 |
| I景顺QQQ信托VOO |
| 0.61% | 0.57% | $6.86亿 | 94.8万股 | $5.46亿 | 94.6万股 | +2,000股+0.21% | 加仓 |
| AAT&TT |
| 0.57% | 0.69% | $6.48亿 | 2,411.9万股 | $6.56亿 | 2,261.8万股 | +150.1万股+6.64% | 加仓 |
 礼来LLY |
| 0.53% | 0.59% | $5.96亿 | 60.7万股 | $5.60亿 | 60.9万股 | -1,967股-0.32% | 减仓 |
 NETFLIXNFLX |
| 0.45% | 0.52% | $5.13亿 | 558.3万股 | $4.94亿 | 513.9万股 | +44.4万股+8.64% | 加仓 |
 帕兰提尔PLTR |
| 0.44% | 0.51% | $5.03亿 | 356.0万股 | $4.91亿 | 335.4万股 | +20.6万股+6.14% | 加仓 |
 百时美施贵宝BMY |
| 0.44% | 0.45% | $4.95亿 | 850.2万股 | $4.29亿 | 707.9万股 | +142.2万股+20.09% | 加仓 |
 默沙东MRK |
| 0.44% | 0.54% | $4.94亿 | 406.4万股 | $5.11亿 | 424.8万股 | -18.4万股-4.33% | 减仓 |
| Q高通QCOM |
| 0.44% | 0.51% | $4.93亿 | 349.8万股 | $4.87亿 | 378.3万股 | -28.5万股-7.54% | 减仓 |
| PPIMCO太平洋投资管理ETFPMBS |
| 0.43% | 0.43% | $4.81亿 | 974.5万股 | $4.13亿 | 833.3万股 | +141.3万股+16.95% | 加仓 |
 ROSS STORES COMROST |
| 0.42% | 0.46% | $4.76亿 | 220.6万股 | $4.43亿 | 204.4万股 | +16.2万股+7.92% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.47% | $4.73亿 | 97.1万股 | $4.51亿 | 94.1万股 | +3.0万股+3.14% | 加仓 |
 摩根士丹利MS |
| 0.41% | 0.47% | $4.68亿 | 269.5万股 | $4.48亿 | 272.5万股 | -3.0万股-1.11% | 减仓 |
 雅培ABT |
| 0.39% | 0.46% | $4.45亿 | 437.2万股 | $4.43亿 | 431.3万股 | +5.8万股+1.36% | 加仓 |
 台积电TSM |
| 0.39% | 0.42% | $4.41亿 | 126.5万股 | $4.03亿 | 119.3万股 | +7.2万股+6.01% | 加仓 |
 艾伯维ABBV |
| 0.39% | 0.37% | $4.37亿 | 184.0万股 | $3.50亿 | 160.8万股 | +23.2万股+14.40% | 加仓 |
 康明斯CMI |
| 0.38% | 0.4% | $4.29亿 | 74.8万股 | $3.80亿 | 70.7万股 | +4.1万股+5.80% | 加仓 |
 VisaV |
| 0.36% | 0.41% | $4.11亿 | 131.5万股 | $3.91亿 | 129.5万股 | +2.0万股+1.55% | 加仓 |
 马拉松石油MPC |
| 0.36% | 0.45% | $4.10亿 | 160.5万股 | $4.25亿 | 174.1万股 | -13.5万股-7.78% | 减仓 |
 安费诺APH |
| 0.36% | 0.37% | $4.10亿 | 307.1万股 | $3.50亿 | 276.6万股 | +30.4万股+11.01% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.36% | 0.42% | $4.04亿 | 194.1万股 | $4.01亿 | 192.0万股 | +2.1万股+1.10% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.35% | 0.47% | $3.93亿 | 300.9万股 | $4.49亿 | 321.9万股 | -20.9万股-6.50% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.35% | 0.44% | $3.92亿 | 150.7万股 | $4.16亿 | 168.2万股 | -17.5万股-10.40% | 减仓 |
 TARGET COMTGT |
| 0.34% | 0.34% | $3.88亿 | 308.8万股 | $3.24亿 | 267.5万股 | +41.3万股+15.44% | 加仓 |
 沃尔玛WMT |
| 0.34% | 0.35% | $3.82亿 | 318.9万股 | $3.35亿 | 269.5万股 | +49.4万股+18.32% | 加仓 |
 ADOBE COMADBE |
| 0.34% | 0.27% | $3.82亿 | 172.9万股 | $2.56亿 | 105.1万股 | +67.8万股+64.49% | 加仓 |
