 英伟达NVDA |
| 15.17% | 15.35% | $7,926.5万 | 39.6万股 | $7,061.0万 | 40.5万股 | -8,729股-2.16% | 减仓 |
 苹果AAPL |
| 7.47% | 7.48% | $3,902.4万 | 13.5万股 | $3,441.8万 | 13.6万股 | -751股-0.55% | 减仓 |
 泛林集团LRCX |
| 4.66% | 2.61% | $2,434.9万 | 5.6万股 | $1,199.3万 | 5.6万股 | +59股+0.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.3% | 3.93% | $2,247.6万 | 6.4万股 | $1,807.1万 | 6.3万股 | +613股+0.97% | 加仓 |
 微软MSFT |
| 4.12% | 4.64% | $2,152.5万 | 5.8万股 | $2,133.3万 | 5.8万股 | +74股+0.13% | 加仓 |
 博通AVGO |
| 4.02% | 3.69% | $2,100.5万 | 5.6万股 | $1,696.3万 | 5.5万股 | +800股+1.46% | 加仓 |
 Meta平台META |
| 3.48% | 4.12% | $1,817.4万 | 3.2万股 | $1,896.9万 | 3.3万股 | -892股-2.69% | 减仓 |
 帕兰提尔PLTR |
| 2.31% | 3.5% | $1,208.0万 | 10.4万股 | $1,609.9万 | 11.0万股 | -6,521股-5.93% | 减仓 |
 亚马逊AMZN |
| 2.09% | 2.03% | $1,093.9万 | 4.6万股 | $933.6万 | 4.5万股 | +1,070股+2.39% | 加仓 |
 摩根大通JPM |
| 2.08% | 2.2% | $1,087.2万 | 3.3万股 | $1,010.6万 | 3.4万股 | -1,143股-3.33% | 减仓 |
 卡特彼勒CAT |
| 1.99% | 1.43% | $1,038.5万 | 9,752股 | $657.4万 | 9,279股 | +473股+5.10% | 加仓 |
 家得宝HD |
| 1.83% | 2.12% | $955.6万 | 2.7万股 | $975.4万 | 3.0万股 | -2,563股-8.64% | 减仓 |
 甲骨文ORCL |
| 1.71% | 1.93% | $895.1万 | 6.1万股 | $890.0万 | 6.0万股 | +582股+0.96% | 加仓 |
| PPOWELL INDSPOWL |
| 1.7% | 1.08% | $886.0万 | 3.1万股 | $497.7万 | 9,199股 | +2.2万股+236.33% | 加仓 |
 沃尔玛WMT |
| 1.69% | 2.15% | $880.3万 | 7.8万股 | $990.4万 | 8.0万股 | -1,968股-2.47% | 减仓 |
 好市多COST |
| 1.66% | 2.04% | $866.6万 | 9,263股 | $939.3万 | 9,427股 | -164股-1.74% | 减仓 |
 美光科技MU |
| 1.6% | 0.06% | $835.0万 | 7,234股 | $26.5万 | 785股 | +6,449股+821.53% | 加仓 |
 艾伯维ABBV |
| 1.56% | 1.56% | $816.8万 | 3.2万股 | $715.6万 | 3.3万股 | -446股-1.36% | 减仓 |
 强生JNJ |
| 1.53% | 1.67% | $800.5万 | 3.2万股 | $769.9万 | 3.1万股 | +22股+0.07% | 加仓 |
 PALO ALTOPANW |
| 1.52% | 0.95% | $796.2万 | 2.3万股 | $437.6万 | 2.7万股 | -3,950股-14.47% | 减仓 |
 VertivVRT |
| 1.48% | 1.13% | $775.0万 | 2.3万股 | $519.9万 | 2.1万股 | +2,398股+11.56% | 加仓 |
 科磊KLAC |
| 1.47% | 0.74% | $769.1万 | 2.5万股 | $341.9万 | 2,322股 | +2.3万股+997.80% | 加仓 |
 特斯拉TSLA |
| 1.44% | 1.46% | $751.4万 | 1.8万股 | $669.8万 | 1.8万股 | -152股-0.84% | 减仓 |
 雷神技术RTX |
| 1.32% | 1.53% | $691.1万 | 3.6万股 | $703.7万 | 3.6万股 | -55股-0.15% | 减仓 |
 默沙东MRK |
| 1.22% | 1.32% | $636.7万 | 5.0万股 | $605.4万 | 5.0万股 | -781股-1.55% | 减仓 |
 通用动力GD |
| 1.18% | 1.31% | $618.0万 | 1.7万股 | $601.7万 | 1.8万股 | -87股-0.50% | 减仓 |
 VisaV |
| 1.07% | 1.08% | $557.1万 | 1.6万股 | $498.3万 | 1.6万股 | -248股-1.50% | 减仓 |
 纽柯钢铁NUE |
| 1.02% | 0.89% | $532.4万 | 2.4万股 | $408.1万 | 2.4万股 | -234股-0.97% | 减仓 |
 WASTE MGMT DELWM |
| 1.02% | 1.22% | $531.1万 | 2.4万股 | $563.0万 | 2.5万股 | -674股-2.75% | 减仓 |
| N新纪元能源NEE |
| 0.97% | 1.18% | $506.0万 | 5.8万股 | $541.1万 | 5.8万股 | -599股-1.03% | 减仓 |
 ILLINOIS TOOLITW |
| 0.92% | 1.03% | $479.4万 | 1.8万股 | $475.8万 | 1.8万股 | -555股-3.04% | 减仓 |
 麦当劳MCD |
| 0.91% | 1.21% | $473.4万 | 1.8万股 | $557.7万 | 1.8万股 | -431股-2.40% | 减仓 |
 多佛DOV |
| 0.89% | 0.97% | $466.6万 | 2.1万股 | $444.2万 | 2.1万股 | -509股-2.39% | 减仓 |
 德州仪器TXN |
| 0.89% | 0.65% | $463.1万 | 1.6万股 | $300.7万 | 1.5万股 | +46股+0.30% | 加仓 |
 美国电力AEP |
| 0.84% | 0.93% | $440.8万 | 3.2万股 | $429.2万 | 3.3万股 | -521股-1.59% | 减仓 |
 哈勃HUBB |
| 0.84% | 0.83% | $436.4万 | 8,341股 | $382.6万 | 7,796股 | +545股+6.99% | 加仓 |
 Phillips 66PSX |
| 0.81% | 0.99% | $423.1万 | 2.5万股 | $454.1万 | 2.5万股 | +101股+0.41% | 加仓 |
 QUANTA SVCSPWR |
| 0.8% | 0.55% | $420.2万 | 5,836股 | $251.2万 | 4,575股 | +1,261股+27.56% | 加仓 |
 宝洁PG |
| 0.79% | 0.91% | $413.2万 | 2.8万股 | $418.7万 | 2.9万股 | -806股-2.78% | 减仓 |
 埃克森美孚XOM |
| 0.76% | 1.07% | $397.7万 | 2.9万股 | $491.7万 | 2.9万股 | +108股+0.37% | 加仓 |
 派克汉尼汾PH |
| 0.73% | 0.71% | $382.3万 | 3,908股 | $327.7万 | 3,661股 | +247股+6.75% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.72% | 0.65% | $376.9万 | 1.4万股 | $300.6万 | 1.3万股 | +973股+7.46% | 加仓 |
 LOWES COS COMLOW |
| 0.7% | 0.85% | $366.9万 | 1.7万股 | $389.9万 | 1.7万股 | +140股+0.85% | 加仓 |
 NETFLIXNFLX |
| 0.66% | 1.04% | $344.2万 | 4.8万股 | $476.9万 | 5.0万股 | -1,396股-2.81% | 减仓 |
 南方电力SO |
| 0.6% | 0.7% | $314.0万 | 3.3万股 | $321.9万 | 3.3万股 | -543股-1.63% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.6% | 0.63% | $311.7万 | 2.6万股 | $289.6万 | 2.7万股 | -967股-3.53% | 减仓 |
 万事达MA |
| 0.57% | 0.64% | $296.0万 | 5,763股 | $295.3万 | 5,909股 | -146股-2.47% | 减仓 |
 安费诺APH |
| 0.57% | 0.4% | $295.9万 | 1.7万股 | $182.0万 | 1.4万股 | +2,375股+16.49% | 加仓 |
 威瑞森VZ |
| 0.55% | 0.74% | $285.1万 | 6.7万股 | $340.3万 | 6.8万股 | -459股-0.68% | 减仓 |
 Arista网络ANET |
| 0.54% | 0.38% | $281.6万 | 1.7万股 | $175.1万 | 1.4万股 | +2,314股+16.22% | 加仓 |
