 英伟达NVDA |
| 7.51% | 7.96% | $87.09亿 | 4,352.5万股 | $75.76亿 | 4,343.8万股 | +8.7万股+0.20% | 加仓 |
 苹果AAPL |
| 5.04% | 5.19% | $58.50亿 | 2,021.9万股 | $49.34亿 | 1,944.3万股 | +77.6万股+3.99% | 加仓 |
 微软MSFT |
| 4.78% | 5.89% | $55.44亿 | 1,486.2万股 | $56.04亿 | 1,514.0万股 | -27.8万股-1.83% | 减仓 |
 博通AVGO |
| 4.29% | 4.05% | $49.74亿 | 1,316.7万股 | $38.49亿 | 1,243.6万股 | +73.1万股+5.88% | 加仓 |
 亚马逊AMZN |
| 3.39% | 3.49% | $39.33亿 | 1,650.1万股 | $33.17亿 | 1,592.4万股 | +57.7万股+3.62% | 加仓 |
 谷歌AGOOGL |
| 2.97% | 2.88% | $34.50亿 | 965.3万股 | $27.41亿 | 953.1万股 | +12.2万股+1.28% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.95% | 3.06% | $34.25亿 | 969.3万股 | $29.15亿 | 1,016.2万股 | -46.9万股-4.61% | 减仓 |
 美光科技MU |
| 2.37% | 0.83% | $27.45亿 | 237.8万股 | $7.86亿 | 232.7万股 | +5.2万股+2.22% | 加仓 |
 AMD超威AMD |
| 2.13% | 0.72% | $24.65亿 | 424.4万股 | $6.81亿 | 334.7万股 | +89.7万股+26.81% | 加仓 |
 礼来LLY |
| 1.84% | 1.56% | $21.37亿 | 178.1万股 | $14.87亿 | 161.6万股 | +16.5万股+10.21% | 加仓 |
 应用材料AMAT |
| 1.8% | 1.02% | $20.92亿 | 289.3万股 | $9.70亿 | 283.7万股 | +5.6万股+1.98% | 加仓 |
 泛林集团LRCX |
| 1.74% | 0.81% | $20.15亿 | 464.9万股 | $7.67亿 | 358.9万股 | +106.1万股+29.56% | 加仓 |
 科磊KLAC |
| 1.43% | 0.99% | $16.62亿 | 551.0万股 | $9.39亿 | 63.8万股 | +487.2万股+763.90% | 加仓 |
 Meta平台META |
| 1.37% | 1.86% | $15.94亿 | 283.1万股 | $17.66亿 | 308.7万股 | -25.6万股-8.30% | 减仓 |
 摩根大通JPM |
| 1.32% | 1.42% | $15.36亿 | 469.2万股 | $13.55亿 | 460.7万股 | +8.4万股+1.83% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.31% | 1.17% | $15.16亿 | 381.7万股 | $11.17亿 | 351.0万股 | +30.7万股+8.74% | 加仓 |
| C花旗集团C |
| 1.21% | 1.16% | $14.08亿 | 1,006.0万股 | $11.00亿 | 970.2万股 | +35.8万股+3.69% | 加仓 |
 Arista网络ANET |
| 0.92% | 0.83% | $10.73亿 | 631.5万股 | $7.92亿 | 644.9万股 | -13.4万股-2.07% | 减仓 |
| PPROLOGIS COMPLD |
| 0.83% | 0.96% | $9.65亿 | 712.0万股 | $9.12亿 | 689.7万股 | +22.3万股+3.24% | 加仓 |
 强生JNJ |
| 0.79% | 0.75% | $9.21亿 | 362.5万股 | $7.14亿 | 292.1万股 | +70.3万股+24.08% | 加仓 |
 VisaV |
| 0.76% | 0.88% | $8.82亿 | 257.2万股 | $8.40亿 | 278.1万股 | -20.9万股-7.51% | 减仓 |
 思科CSCO |
| 0.74% | 0.71% | $8.62亿 | 734.2万股 | $6.76亿 | 871.1万股 | -136.9万股-15.71% | 减仓 |
 安费诺APH |
| 0.73% | 0.43% | $8.44亿 | 478.4万股 | $4.09亿 | 324.0万股 | +154.4万股+47.64% | 加仓 |
 PALO ALTOPANW |
| 0.71% | 0.46% | $8.27亿 | 242.6万股 | $4.39亿 | 274.0万股 | -31.4万股-11.45% | 减仓 |
 万事达MA |
| 0.71% | 0.92% | $8.18亿 | 159.4万股 | $8.79亿 | 176.0万股 | -16.6万股-9.43% | 减仓 |
 默沙东MRK |
| 0.7% | 0.9% | $8.17亿 | 636.1万股 | $8.53亿 | 709.2万股 | -73.1万股-10.31% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.7% | 0.54% | $8.13亿 | 216.5万股 | $5.10亿 | 183.6万股 | +32.9万股+17.94% | 加仓 |
 希捷STX |
| 0.68% | 0.29% | $7.93亿 | 82.2万股 | $2.78亿 | 70.9万股 | +11.3万股+15.93% | 加仓 |
 英特尔INTC |
| 0.68% | 0.27% | $7.85亿 | 562.5万股 | $2.61亿 | 591.1万股 | -28.6万股-4.84% | 减仓 |
| BBANK OF AMERBAC |
| 0.65% | 0.64% | $7.57亿 | 1,328.5万股 | $6.09亿 | 1,248.4万股 | +80.0万股+6.41% | 加仓 |
 联合健康UNH |
| 0.62% | 0.32% | $7.20亿 | 173.2万股 | $3.01亿 | 111.1万股 | +62.1万股+55.90% | 加仓 |
 家得宝HD |
| 0.6% | 0.79% | $6.96亿 | 197.4万股 | $7.51亿 | 228.2万股 | -30.9万股-13.52% | 减仓 |
 台积电TSM |
| 0.59% | 0.5% | $6.87亿 | 143.9万股 | $4.79亿 | 141.8万股 | +2.0万股+1.44% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.55% | $6.63亿 | 263.5万股 | $5.21亿 | 239.7万股 | +23.8万股+9.92% | 加仓 |
| T赛默飞世尔TMO |
| 0.56% | 0.76% | $6.51亿 | 129.9万股 | $7.28亿 | 148.0万股 | -18.2万股-12.26% | 减仓 |
 WASTE MGMT DELWM |
| 0.53% | 0.58% | $6.18亿 | 277.1万股 | $5.50亿 | 239.3万股 | +37.9万股+15.82% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.52% | 0.71% | $6.09亿 | 132.6万股 | $6.76亿 | 139.3万股 | -6.7万股-4.83% | 减仓 |
| SSpaceXSPCX |
| 0.52% | — | $6.09亿 | 356.1万股 | $0 | 0股 | +356.1万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.66% | $6.04亿 | 120.7万股 | $6.30亿 | 131.5万股 | -10.8万股-8.21% | 减仓 |
 好市多COST |
| 0.52% | 0.67% | $6.02亿 | 64.3万股 | $6.41亿 | 64.3万股 | -23股-0.00% | 减仓 |
 ServiceNowNOW |
| 0.52% | 0.34% | $6.02亿 | 606.2万股 | $3.19亿 | 305.1万股 | +301.0万股+98.65% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.52% | 0.58% | $6.01亿 | 1,072.7万股 | $5.56亿 | 1,158.7万股 | -86.0万股-7.42% | 减仓 |
 MCKESSON COMMCK |
| 0.52% | 0.91% | $6.00亿 | 79.4万股 | $8.70亿 | 100.6万股 | -21.2万股-21.07% | 减仓 |
 NETFLIXNFLX |
| 0.47% | 0.83% | $5.42亿 | 759.6万股 | $7.85亿 | 816.5万股 | -56.9万股-6.97% | 减仓 |
 飞塔FTNT |
| 0.46% | 0.32% | $5.37亿 | 349.6万股 | $3.04亿 | 372.2万股 | -22.5万股-6.05% | 减仓 |
 艾默生电气EMR |
| 0.45% | 0.46% | $5.22亿 | 364.7万股 | $4.37亿 | 333.2万股 | +31.5万股+9.45% | 加仓 |
 林德LIN |
| 0.45% | 0.51% | $5.19亿 | 100.0万股 | $4.82亿 | 97.3万股 | +2.7万股+2.78% | 加仓 |
 甲骨文ORCL |
| 0.44% | 0.51% | $5.09亿 | 347.6万股 | $4.88亿 | 332.0万股 | +15.7万股+4.72% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.43% | 0.6% | $4.97亿 | 119.7万股 | $5.66亿 | 130.5万股 | -10.8万股-8.31% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.41% | 0.63% | $4.79亿 | 388.8万股 | $5.97亿 | 379.5万股 | +9.3万股+2.44% | 加仓 |
