 美光科技MU |
| 1.69% | 1.15% | $18.20亿 | 157.7万股 | $10.37亿 | 307.1万股 | -149.4万股-48.65% | 减仓 |
 微软MSFT |
| 1.42% | 1.9% | $15.31亿 | 410.3万股 | $17.13亿 | 462.8万股 | -52.5万股-11.33% | 减仓 |
 苹果AAPL |
| 1.36% | 2.18% | $14.63亿 | 505.7万股 | $19.61亿 | 772.7万股 | -267.0万股-34.55% | 减仓 |
 亚马逊AMZN |
| 1.33% | 1.11% | $14.30亿 | 600.0万股 | $9.97亿 | 478.5万股 | +121.5万股+25.40% | 加仓 |
 英伟达NVDA |
| 1.22% | 1.48% | $13.16亿 | 657.7万股 | $13.33亿 | 764.2万股 | -106.5万股-13.94% | 减仓 |
 AMD超威AMD |
| 1.01% | 0.35% | $10.92亿 | 188.1万股 | $3.11亿 | 152.8万股 | +35.3万股+23.09% | 加仓 |
| I景顺QQQ信托VOO |
| 0.95% | 0.23% | $10.24亿 | 139.0万股 | $2.08亿 | 36.1万股 | +102.9万股+285.46% | 加仓 |
 雪佛龙CVX |
| 0.93% | 0.55% | $10.04亿 | 605.8万股 | $4.92亿 | 237.7万股 | +368.1万股+154.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | — | $9.88亿 | 132.3万股 | $0 | 0股 | +132.3万股 | 新买入 |
 摩根大通JPM |
| 0.88% | 0.95% | $9.46亿 | 289.1万股 | $8.51亿 | 289.4万股 | -3,550股-0.12% | 减仓 |
 英特尔INTC |
| 0.88% | 0.17% | $9.45亿 | 676.7万股 | $1.56亿 | 353.4万股 | +323.3万股+91.49% | 加仓 |
| SSANDISK COMSNDK |
| 0.87% | 0.6% | $9.31亿 | 41.0万股 | $5.36亿 | 84.4万股 | -43.5万股-51.48% | 减仓 |
 联合健康UNH |
| 0.78% | 0.38% | $8.39亿 | 202.0万股 | $3.40亿 | 125.5万股 | +76.5万股+60.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 1.23% | $7.95亿 | 225.1万股 | $11.02亿 | 384.3万股 | -159.1万股-41.41% | 减仓 |
 谷歌AGOOGL |
| 0.71% | 1.47% | $7.68亿 | 214.9万股 | $13.23亿 | 460.1万股 | -245.1万股-53.28% | 减仓 |
 赛富时CRM |
| 0.7% | 0.28% | $7.53亿 | 480.7万股 | $2.49亿 | 133.2万股 | +347.6万股+260.97% | 加仓 |
 高盛GS |
| 0.68% | 0.15% | $7.29亿 | 72.1万股 | $1.39亿 | 16.4万股 | +55.6万股+338.55% | 加仓 |
 埃克森美孚XOM |
| 0.66% | 0.27% | $7.13亿 | 521.3万股 | $2.41亿 | 141.9万股 | +379.4万股+267.44% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.65% | 0.36% | $6.99亿 | 845.6万股 | $3.25亿 | 408.2万股 | +437.4万股+107.13% | 加仓 |
| C花旗集团C |
| 0.63% | 0.54% | $6.75亿 | 482.5万股 | $4.88亿 | 430.7万股 | +51.9万股+12.04% | 加仓 |
 西部数据WDC |
| 0.59% | 0.04% | $6.33亿 | 99.1万股 | $3,914.0万 | 14.5万股 | +84.7万股+585.16% | 加仓 |
 礼来LLY |
| 0.59% | 0.97% | $6.31亿 | 52.6万股 | $8.74亿 | 95.1万股 | -42.5万股-44.66% | 减仓 |
 华纳兄弟探索WBD |
| 0.56% | 0.5% | $6.00亿 | 2,252.2万股 | $4.50亿 | 1,638.3万股 | +613.9万股+37.47% | 加仓 |
 甲骨文ORCL |
| 0.55% | 0.31% | $5.90亿 | 402.3万股 | $2.78亿 | 188.9万股 | +213.4万股+112.99% | 加仓 |
 泛林集团LRCX |
| 0.53% | 0.37% | $5.72亿 | 131.9万股 | $3.36亿 | 157.3万股 | -25.4万股-16.13% | 减仓 |
 思科CSCO |
| 0.52% | 0.15% | $5.60亿 | 476.6万股 | $1.32亿 | 170.4万股 | +306.1万股+179.64% | 加仓 |
 希捷STX |
| 0.51% | 0.01% | $5.48亿 | 56.8万股 | $1,309.2万 | 3.3万股 | +53.5万股+1,599.87% | 加仓 |
 百事可乐PEP |
| 0.49% | 0.34% | $5.23亿 | 386.2万股 | $3.03亿 | 195.3万股 | +190.8万股+97.71% | 加仓 |
 特斯拉TSLA |
| 0.47% | 0.91% | $5.01亿 | 119.1万股 | $8.16亿 | 219.5万股 | -100.4万股-45.74% | 减仓 |
| Q高通QCOM |
| 0.44% | 0.1% | $4.76亿 | 257.8万股 | $9,048.1万 | 70.3万股 | +187.5万股+266.91% | 加仓 |
 派克汉尼汾PH |
| 0.44% | 0.46% | $4.73亿 | 48.3万股 | $4.17亿 | 46.6万股 | +1.8万股+3.78% | 加仓 |
 万事达MA |
| 0.44% | 0.28% | $4.69亿 | 91.3万股 | $2.54亿 | 50.9万股 | +40.4万股+79.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.29% | $4.65亿 | 92.9万股 | $2.58亿 | 53.9万股 | +39.0万股+72.43% | 加仓 |
 慧与HPEHPE |
| 0.42% | 0.01% | $4.56亿 | 1,009.9万股 | $527.6万 | 22.2万股 | +987.7万股+4,457.16% | 加仓 |
 NETFLIXNFLX |
| 0.42% | 0.87% | $4.52亿 | 633.2万股 | $7.79亿 | 809.7万股 | -176.5万股-21.80% | 减仓 |
 Bloom EnergyBE |
| 0.41% | — | $4.46亿 | 147.2万股 | $0 | 0股 | +147.2万股 | 新买入 |
| AATIATI |
| 0.39% | 0.14% | $4.23亿 | 214.4万股 | $1.25亿 | 85.9万股 | +128.5万股+149.65% | 加仓 |
 德州仪器TXN |
| 0.39% | 0.09% | $4.15亿 | 139.2万股 | $8,360.8万 | 43.1万股 | +96.1万股+223.20% | 加仓 |
 应用材料AMAT |
| 0.38% | 0.48% | $4.14亿 | 57.3万股 | $4.29亿 | 125.4万股 | -68.1万股-54.32% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.38% | 0.04% | $4.04亿 | 320.1万股 | $3,229.9万 | 23.2万股 | +297.0万股+1,281.33% | 加仓 |
| SSPDR黄金信托GLD |
| 0.37% | 0.09% | $4.01亿 | 108.8万股 | $7,674.3万 | 17.8万股 | +91.0万股+510.09% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.37% | 0.14% | $4.01亿 | 325.4万股 | $1.26亿 | 80.3万股 | +245.1万股+305.16% | 加仓 |
 MCKESSON COMMCK |
| 0.37% | 0.29% | $3.97亿 | 52.5万股 | $2.64亿 | 30.5万股 | +22.0万股+71.93% | 加仓 |
 财捷INTU |
| 0.37% | 0.06% | $3.96亿 | 151.6万股 | $5,145.3万 | 11.9万股 | +139.7万股+1,174.25% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.36% | 0.4% | $3.91亿 | 916.2万股 | $3.56亿 | 566.8万股 | +349.4万股+61.66% | 加仓 |
 博通AVGO |
| 0.36% | 0.98% | $3.91亿 | 103.4万股 | $8.79亿 | 283.9万股 | -180.5万股-63.57% | 减仓 |
 好市多COST |
| 0.36% | 0.4% | $3.89亿 | 41.5万股 | $3.58亿 | 36.0万股 | +5.6万股+15.53% | 加仓 |
 HALLIBURTON COMHAL |
| 0.36% | 0.02% | $3.88亿 | 1,142.1万股 | $1,736.6万 | 44.5万股 | +1,097.6万股+2,464.30% | 加仓 |
 洛克希德马丁LMT |
| 0.35% | 0.53% | $3.80亿 | 74.6万股 | $4.76亿 | 78.8万股 | -4.2万股-5.28% | 减仓 |
| IiShares安硕信托HYG |
| 0.35% | 0.65% | $3.74亿 | 467.8万股 | $5.83亿 | 733.2万股 | -265.4万股-36.20% | 减仓 |
