 英伟达NVDA |
| 6.69% | 6.72% | $6.71亿 | 380.9万股 | $5.08亿 | 333.4万股 | +47.5万股+14.26% | 加仓 |
 谷歌AGOOGL |
| 5.91% | 3.25% | $5.92亿 | 188.8万股 | $2.46亿 | 97.9万股 | +90.8万股+92.77% | 加仓 |
 微软MSFT |
| 5.28% | 4.28% | $5.29亿 | 161.5万股 | $3.24亿 | 100.1万股 | +61.3万股+61.28% | 加仓 |
 苹果AAPL |
| 4.87% | 7.37% | $4.88亿 | 191.7万股 | $5.58亿 | 252.0万股 | -60.3万股-23.91% | 减仓 |
 AMD超威AMD |
| 3.56% | 1.73% | $3.56亿 | 70.0万股 | $1.31亿 | 74.0万股 | -4.0万股-5.40% | 减仓 |
 Meta平台META |
| 2.55% | 1.58% | $2.56亿 | 51.7万股 | $1.19亿 | 23.9万股 | +27.9万股+116.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.37% | 0.33% | $2.38亿 | 76.6万股 | $2,523.8万 | 9.7万股 | +66.8万股+687.07% | 加仓 |
 特斯拉TSLA |
| 2.3% | 2.99% | $2.30亿 | 62.3万股 | $2.26亿 | 69.9万股 | -7.6万股-10.87% | 减仓 |
 博通AVGO |
| 2.15% | 3.24% | $2.16亿 | 64.8万股 | $2.45亿 | 90.9万股 | -26.1万股-28.69% | 减仓 |
 摩根士丹利MS |
| 1.99% | 1.91% | $1.99亿 | 108.8万股 | $1.44亿 | 101.0万股 | +7.8万股+7.72% | 加仓 |
 PALO ALTOPANW |
| 1.9% | 0.89% | $1.90亿 | 63.7万股 | $6,734.5万 | 48.3万股 | +15.4万股+31.92% | 加仓 |
 应用材料AMAT |
| 1.85% | 1.33% | $1.85亿 | 29.2万股 | $1.00亿 | 33.7万股 | -4.5万股-13.39% | 减仓 |
 康宁GLW |
| 1.62% | 0.02% | $1.63亿 | 72.7万股 | $120.1万 | 9,246股 | +71.8万股+7,766.75% | 加仓 |
 美光科技MU |
| 1.54% | 1.5% | $1.54亿 | 15.1万股 | $1.13亿 | 38.6万股 | -23.4万股-60.79% | 减仓 |
 帕兰提尔PLTR |
| 1.46% | 1.46% | $1.46亿 | 143.0万股 | $1.10亿 | 86.9万股 | +56.1万股+64.61% | 加仓 |
 英特尔INTC |
| 1.42% | 0.83% | $1.43亿 | 116.2万股 | $6,263.9万 | 162.8万股 | -46.6万股-28.64% | 减仓 |
 德州仪器TXN |
| 1.3% | 0.06% | $1.30亿 | 50.0万股 | $472.3万 | 2.7万股 | +47.2万股+1,724.25% | 加仓 |
 联合健康UNH |
| 1.29% | 0.02% | $1.29亿 | 35.5万股 | $119.9万 | 4,744股 | +35.1万股+7,390.32% | 加仓 |
| BBANK OF AMERBAC |
| 1.29% | 0.69% | $1.29亿 | 257.9万股 | $5,228.4万 | 123.0万股 | +134.8万股+109.61% | 加仓 |
 好市多COST |
| 1.23% | 1.15% | $1.23亿 | 15.0万股 | $8,718.7万 | 10.0万股 | +5.0万股+49.89% | 加仓 |
| EEBAY COMEBAY |
| 1.07% | — | $1.07亿 | 109.3万股 | $0 | 0股 | +109.3万股 | 新买入 |
 礼来LLY |
| 1.06% | 2.8% | $1.07亿 | 10.1万股 | $2.12亿 | 26.5万股 | -16.4万股-61.79% | 减仓 |
 NETFLIXNFLX |
| 1.06% | 1.66% | $1.07亿 | 170.4万股 | $1.26亿 | 150.3万股 | +20.1万股+13.39% | 加仓 |
 沃尔玛WMT |
| 0.99% | 0.25% | $9,887.5万 | 99.3万股 | $1,926.1万 | 17.4万股 | +81.9万股+471.39% | 加仓 |
 摩根大通JPM |
| 0.94% | 1.13% | $9,447.6万 | 32.8万股 | $8,556.7万 | 33.3万股 | -5,168股-1.55% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.92% | 0.61% | $9,255.1万 | 26.6万股 | $4,616.3万 | 16.7万股 | +9.9万股+59.48% | 加仓 |
 RobinhoodHOOD |
| 0.9% | 0.88% | $9,022.8万 | 102.9万股 | $6,645.2万 | 110.5万股 | -7.6万股-6.89% | 减仓 |
| C花旗集团C |
| 0.89% | 1.78% | $8,930.9万 | 72.7万股 | $1.35亿 | 136.7万股 | -64.0万股-46.82% | 减仓 |
 卡特彼勒CAT |
| 0.88% | 0.51% | $8,766.6万 | 9.4万股 | $3,873.7万 | 6.2万股 | +3.1万股+49.86% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.79% | 0.85% | $7,962.6万 | 98.9万股 | $6,409.3万 | 80.0万股 | +18.9万股+23.57% | 加仓 |
 派克汉尼汾PH |
| 0.79% | 0.45% | $7,876.6万 | 9.2万股 | $3,414.4万 | 4.4万股 | +4.8万股+109.51% | 加仓 |
 芝加哥商品交易所CME |
| 0.78% | 0.02% | $7,845.6万 | 40.5万股 | $176.9万 | 6,217股 | +39.9万股+6,419.83% | 加仓 |
 直觉外科ISRG |
| 0.69% | 1.19% | $6,951.9万 | 20.0万股 | $8,966.5万 | 22.4万股 | -2.4万股-10.83% | 减仓 |
 家得宝HD |
| 0.66% | 0.89% | $6,578.9万 | 21.2万股 | $6,747.6万 | 23.5万股 | -2.3万股-9.89% | 减仓 |
 默沙东MRK |
| 0.64% | 0.87% | $6,411.7万 | 57.0万股 | $6,586.8万 | 63.0万股 | -6.1万股-9.61% | 减仓 |
 迈威尔MRVL |
| 0.62% | 0.6% | $6,219.1万 | 23.8万股 | $4,533.2万 | 52.7万股 | -29.0万股-54.93% | 减仓 |
 艾伯维ABBV |
| 0.61% | 0.69% | $6,078.0万 | 27.4万股 | $5,254.0万 | 27.7万股 | -2,383股-0.86% | 减仓 |
 MONGODB CL AMDB |
| 0.6% | 0.58% | $5,975.9万 | 20.3万股 | $4,355.3万 | 20.5万股 | -1,495股-0.73% | 减仓 |
| Q高通QCOM |
| 0.58% | 0.78% | $5,816.9万 | 35.8万股 | $5,908.2万 | 52.7万股 | -16.9万股-32.02% | 减仓 |
 PAYPAL COMPYPL |
| 0.58% | 1.8% | $5,767.8万 | 152.7万股 | $1.36亿 | 347.4万股 | -194.7万股-56.04% | 减仓 |
 宝洁PG |
| 0.57% | 0.68% | $5,680.7万 | 44.0万股 | $5,141.8万 | 40.7万股 | +3.2万股+7.96% | 加仓 |
 甲骨文ORCL |
| 0.57% | 0.49% | $5,676.0万 | 44.1万股 | $3,713.4万 | 28.9万股 | +15.2万股+52.53% | 加仓 |
| SSANDISK COMSNDK |
| 0.55% | — | $5,506.6万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 第一资本COF |
| 0.54% | 0.44% | $5,430.4万 | 30.9万股 | $3,308.1万 | 20.9万股 | +10.1万股+48.12% | 加仓 |
 VisaV |
| 0.52% | 0.46% | $5,227.8万 | 17.2万股 | $3,503.2万 | 13.2万股 | +4.0万股+30.71% | 加仓 |
 美国运通AXP |
| 0.52% | 0.52% | $5,204.8万 | 17.5万股 | $3,896.2万 | 14.8万股 | +2.7万股+18.58% | 加仓 |
 思科CSCO |
| 0.5% | 0.29% | $5,016.5万 | 48.6万股 | $2,221.5万 | 32.8万股 | +15.8万股+48.12% | 加仓 |
 BOOKING COMBKNG |
| 0.44% | 0.2% | $4,430.2万 | 28.3万股 | $1,518.4万 | 4,106股 | +27.9万股+6,787.94% | 加仓 |
 贝莱德·INC COMBLK |
| 0.43% | 1.17% | $4,289.3万 | 5.1万股 | $8,810.6万 | 10.6万股 | -5.5万股-51.68% | 减仓 |
 DANAHER DEL COMDHR |
| 0.43% | 0.25% | $4,277.2万 | 25.5万股 | $1,894.4万 | 11.4万股 | +14.1万股+124.23% | 加仓 |
