 英伟达NVDA |
| 5.29% | 4.58% | $1.52亿 | 75.8万股 | $1.15亿 | 66.1万股 | +9.7万股+14.70% | 加仓 |
 微软MSFT |
| 5.08% | 5.8% | $1.45亿 | 39.0万股 | $1.46亿 | 39.3万股 | -3,708股-0.94% | 减仓 |
 苹果AAPL |
| 4.85% | 4.93% | $1.39亿 | 48.0万股 | $1.24亿 | 48.8万股 | -7,654股-1.57% | 减仓 |
 谷歌AGOOGL |
| 3.5% | 3.27% | $1.00亿 | 28.1万股 | $8,224.0万 | 28.6万股 | -5,277股-1.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.06% | 2.69% | $8,773.0万 | 24.8万股 | $6,762.3万 | 23.6万股 | +1.3万股+5.33% | 加仓 |
 亚马逊AMZN |
| 3.06% | 2.7% | $8,749.3万 | 36.7万股 | $6,781.3万 | 32.6万股 | +4.1万股+12.74% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.79% | 2.55% | $7,984.0万 | 10.7万股 | $6,400.3万 | 9.8万股 | +8,500股+8.64% | 加仓 |
 VisaV |
| 2.17% | 2.24% | $6,202.4万 | 18.1万股 | $5,634.4万 | 18.6万股 | -5,641股-3.03% | 减仓 |
 博通AVGO |
| 2.11% | 1.88% | $6,055.8万 | 16.0万股 | $4,730.8万 | 15.3万股 | +7,464股+4.88% | 加仓 |
 Meta平台META |
| 1.83% | 2.1% | $5,250.5万 | 9.3万股 | $5,276.1万 | 9.2万股 | +993股+1.08% | 加仓 |
 强生JNJ |
| 1.76% | 1.92% | $5,047.7万 | 19.9万股 | $4,827.8万 | 19.8万股 | +1,248股+0.63% | 加仓 |
 万事达MA |
| 1.74% | 1.74% | $4,985.5万 | 9.7万股 | $4,379.8万 | 8.8万股 | +9,414股+10.74% | 加仓 |
 泛林集团LRCX |
| 1.57% | 1.03% | $4,482.6万 | 10.3万股 | $2,588.0万 | 12.1万股 | -1.8万股-14.60% | 减仓 |
 美光科技MU |
| 1.51% | 0.47% | $4,324.2万 | 3.7万股 | $1,180.9万 | 3.5万股 | +2,509股+7.18% | 加仓 |
 礼来LLY |
| 1.18% | 1.03% | $3,365.8万 | 2.8万股 | $2,581.1万 | 2.8万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.14% | 0.46% | $3,269.9万 | 23.4万股 | $1,153.4万 | 26.1万股 | -2.7万股-10.40% | 减仓 |
 默沙东MRK |
| 1.11% | 1.18% | $3,174.2万 | 24.7万股 | $2,956.9万 | 24.6万股 | +1,203股+0.49% | 加仓 |
 摩根大通JPM |
| 1.09% | 1.08% | $3,117.8万 | 9.5万股 | $2,715.2万 | 9.2万股 | +2,945股+3.19% | 加仓 |
 联合健康UNH |
| 1.07% | 0.8% | $3,057.7万 | 7.4万股 | $2,010.5万 | 7.4万股 | -732股-0.99% | 减仓 |
 特斯拉TSLA |
| 1.04% | 1.05% | $2,984.4万 | 7.1万股 | $2,637.8万 | 7.1万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.93% | 0.58% | $2,661.1万 | 8.8万股 | $1,459.3万 | 9,911股 | +7.8万股+789.91% | 加仓 |
 AMD超威AMD |
| 0.91% | 0.39% | $2,601.9万 | 4.5万股 | $977.4万 | 4.8万股 | -3,254股-6.77% | 减仓 |
 思科CSCO |
| 0.91% | 0.7% | $2,599.1万 | 22.1万股 | $1,755.6万 | 22.6万股 | -4,990股-2.21% | 减仓 |
 嘉信理财SCHW |
| 0.85% | 0.89% | $2,435.2万 | 26.4万股 | $2,233.6万 | 23.8万股 | +2.6万股+11.05% | 加仓 |
 德州仪器TXN |
| 0.84% | 0.67% | $2,418.7万 | 8.1万股 | $1,675.5万 | 8.6万股 | -5,157股-5.98% | 减仓 |
 埃克森美孚XOM |
| 0.84% | 1.17% | $2,397.1万 | 17.5万股 | $2,932.4万 | 17.3万股 | +2,492股+1.44% | 加仓 |
 GE航空GE |
| 0.83% | 0.72% | $2,386.8万 | 6.4万股 | $1,812.2万 | 6.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.88% | $2,306.3万 | 4.6万股 | $2,208.6万 | 4.6万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.79% | 0.79% | $2,271.9万 | 4.5万股 | $1,994.6万 | 4.1万股 | +4,734股+11.67% | 加仓 |
 卡特彼勒CAT |
| 0.79% | 0.71% | $2,251.9万 | 2.1万股 | $1,784.0万 | 2.5万股 | -4,035股-16.02% | 减仓 |
 应用材料AMAT |
| 0.71% | 0.37% | $2,033.4万 | 2.8万股 | $919.6万 | 2.7万股 | +1,220股+4.53% | 加仓 |
 爱德华生命科学EW |
| 0.69% | 0.57% | $1,978.6万 | 21.9万股 | $1,423.4万 | 17.8万股 | +4.1万股+23.05% | 加仓 |
| BBANK OF AMERBAC |
| 0.64% | 0.62% | $1,829.2万 | 32.1万股 | $1,556.6万 | 31.9万股 | +1,733股+0.54% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.61% | 0.57% | $1,733.9万 | 5.8万股 | $1,431.2万 | 5.8万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.56% | 0.8% | $1,592.3万 | 10.2万股 | $2,006.9万 | 10.8万股 | -5,870股-5.46% | 减仓 |
 NETFLIXNFLX |
| 0.55% | 0.58% | $1,569.2万 | 22.0万股 | $1,450.9万 | 15.1万股 | +6.9万股+45.64% | 加仓 |
 沃尔玛WMT |
| 0.54% | 0.69% | $1,560.1万 | 13.8万股 | $1,738.8万 | 14.0万股 | -2,161股-1.54% | 减仓 |
 BOOKING COMBKNG |
| 0.54% | 0.62% | $1,558.7万 | 8.7万股 | $1,550.2万 | 3,682股 | +8.4万股+2,275.07% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.52% | $1,520.2万 | 6.0万股 | $1,313.9万 | 6.0万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.52% | 0.56% | $1,501.7万 | 18.5万股 | $1,405.2万 | 18.5万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.49% | 0.65% | $1,391.3万 | 15.3万股 | $1,627.4万 | 15.9万股 | -5,182股-3.27% | 减仓 |
 家得宝HD |
| 0.47% | 0.49% | $1,355.8万 | 3.8万股 | $1,220.6万 | 3.7万股 | +1,329股+3.58% | 加仓 |
 Elevance健康ELV |
| 0.45% | 0.42% | $1,302.6万 | 3.4万股 | $1,044.3万 | 3.6万股 | -1,991股-5.58% | 减仓 |
 联合太平洋铁路UNP |
| 0.44% | 0.43% | $1,263.5万 | 4.6万股 | $1,091.4万 | 4.5万股 | +1,470股+3.27% | 加仓 |
 美国合众银行USB |
| 0.43% | 0.48% | $1,236.2万 | 20.5万股 | $1,214.2万 | 23.3万股 | -2.9万股-12.33% | 减仓 |
 TJXTJX |
| 0.43% | 0.55% | $1,235.6万 | 8.2万股 | $1,388.3万 | 8.7万股 | -5,372股-6.18% | 减仓 |
 汽车地带AZO |
| 0.42% | 0.46% | $1,195.6万 | 3,741股 | $1,144.1万 | 3,387股 | +354股+10.45% | 加仓 |
 雪佛龙CVX |
| 0.42% | 0.63% | $1,190.8万 | 7.2万股 | $1,581.5万 | 7.6万股 | -4,601股-6.02% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.39% | 0.46% | $1,127.9万 | 6,645股 | $1,166.7万 | 6,748股 | -103股-1.53% | 减仓 |
| C花旗集团C |
| 0.39% | 0.34% | $1,104.4万 | 7.9万股 | $849.6万 | 7.5万股 | +4,000股+5.34% | 加仓 |
