 英伟达NVDA |
| 7.86% | 8.16% | $5.55亿 | 277.3万股 | $5.39亿 | 309.0万股 | -31.7万股-10.25% | 减仓 |
 苹果AAPL |
| 7.5% | 7.18% | $5.29亿 | 183.0万股 | $4.74亿 | 186.8万股 | -3.9万股-2.07% | 减仓 |
 微软MSFT |
| 4.4% | 4.78% | $3.10亿 | 83.2万股 | $3.16亿 | 85.3万股 | -2.1万股-2.47% | 减仓 |
 谷歌AGOOGL |
| 3.88% | 3.41% | $2.74亿 | 76.6万股 | $2.25亿 | 78.3万股 | -1.7万股-2.15% | 减仓 |
 亚马逊AMZN |
| 3.45% | 3.14% | $2.43亿 | 102.1万股 | $2.07亿 | 99.6万股 | +2.5万股+2.52% | 加仓 |
 博通AVGO |
| 2.69% | 2.4% | $1.90亿 | 50.3万股 | $1.58亿 | 51.2万股 | -8,219股-1.61% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.69% | 2.52% | $1.90亿 | 53.7万股 | $1.66亿 | 57.9万股 | -4.2万股-7.26% | 减仓 |
 美光科技MU |
| 2.15% | 0.57% | $1.52亿 | 13.1万股 | $3,743.5万 | 11.1万股 | +2.1万股+18.56% | 加仓 |
 Meta平台META |
| 2.08% | 2.43% | $1.47亿 | 26.1万股 | $1.61亿 | 28.1万股 | -2.0万股-6.99% | 减仓 |
 特斯拉TSLA |
| 1.73% | 1.68% | $1.22亿 | 29.1万股 | $1.11亿 | 29.8万股 | -7,673股-2.57% | 减仓 |
 礼来LLY |
| 1.65% | 1.39% | $1.17亿 | 9.7万股 | $9,144.2万 | 9.9万股 | -2,170股-2.18% | 减仓 |
 泛林集团LRCX |
| 1.48% | 0.91% | $1.05亿 | 24.2万股 | $5,997.3万 | 28.1万股 | -3.9万股-13.90% | 减仓 |
 应用材料AMAT |
| 1.44% | 0.74% | $1.02亿 | 14.0万股 | $4,868.9万 | 14.2万股 | -1,987股-1.39% | 减仓 |
 AMD超威AMD |
| 1.43% | 0.45% | $1.01亿 | 17.4万股 | $3,000.2万 | 14.7万股 | +2.6万股+17.86% | 加仓 |
 VisaV |
| 1.39% | 1.34% | $9,807.9万 | 28.6万股 | $8,850.3万 | 29.3万股 | -6,953股-2.37% | 减仓 |
 摩根大通JPM |
| 1.26% | 1.33% | $8,860.2万 | 27.1万股 | $8,784.5万 | 29.9万股 | -2.8万股-9.36% | 减仓 |
 科磊KLAC |
| 1.25% | 0.9% | $8,848.0万 | 29.3万股 | $5,932.6万 | 4.0万股 | +25.3万股+627.84% | 加仓 |
 万事达MA |
| 1.2% | 1.23% | $8,489.8万 | 16.5万股 | $8,128.9万 | 16.3万股 | +2,612股+1.61% | 加仓 |
 卡特彼勒CAT |
| 1.14% | 0.82% | $8,065.9万 | 7.6万股 | $5,433.1万 | 7.7万股 | -946股-1.23% | 减仓 |
 好市多COST |
| 1.12% | 1.28% | $7,919.9万 | 8.5万股 | $8,473.9万 | 8.5万股 | -381股-0.45% | 减仓 |
 英特尔INTC |
| 0.88% | 0.1% | $6,213.9万 | 44.5万股 | $666.7万 | 15.1万股 | +29.4万股+194.56% | 加仓 |
 TJXTJX |
| 0.72% | 0.83% | $5,092.0万 | 33.6万股 | $5,510.1万 | 34.5万股 | -8,924股-2.59% | 减仓 |
 Arista网络ANET |
| 0.72% | 0.67% | $5,071.4万 | 29.9万股 | $4,416.2万 | 36.0万股 | -6.1万股-17.00% | 减仓 |
 飞塔FTNT |
| 0.72% | 0.37% | $5,050.4万 | 32.9万股 | $2,422.8万 | 29.6万股 | +3.2万股+10.89% | 加仓 |
 特灵科技TT |
| 0.7% | 0.65% | $4,906.0万 | 10.0万股 | $4,277.7万 | 10.3万股 | -2,761股-2.69% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.72% | $4,829.4万 | 9.7万股 | $4,741.3万 | 9.9万股 | -2,429股-2.45% | 减仓 |
 EMCOREME |
| 0.64% | 0.62% | $4,510.5万 | 5.4万股 | $4,117.5万 | 5.6万股 | -1,418股-2.54% | 减仓 |
 高露洁CL |
| 0.64% | 0.65% | $4,504.0万 | 49.1万股 | $4,290.6万 | 50.3万股 | -1.2万股-2.41% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.64% | 0.5% | $4,503.8万 | 2.3万股 | $3,290.5万 | 2.4万股 | -1,138股-4.77% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.62% | 0.58% | $4,352.4万 | 16.2万股 | $3,807.2万 | 16.5万股 | -3,318股-2.01% | 减仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.59% | 0.58% | $4,161.9万 | 54.7万股 | $3,808.1万 | 56.0万股 | -1.3万股-2.25% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.58% | 0.55% | $4,119.5万 | 42.9万股 | $3,646.1万 | 50.3万股 | -7.5万股-14.83% | 减仓 |
 强生JNJ |
| 0.58% | 0.98% | $4,079.2万 | 16.1万股 | $6,461.8万 | 26.4万股 | -10.4万股-39.24% | 减仓 |
| SSANDISK COMSNDK |
| 0.57% | 0.11% | $4,046.3万 | 1.8万股 | $746.6万 | 1.2万股 | +6,045股+51.44% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.28% | $4,043.2万 | 16.1万股 | $1,862.8万 | 8.6万股 | +7.5万股+87.59% | 加仓 |
 爱迪生联合电气ED |
| 0.57% | 0.53% | $4,015.7万 | 36.3万股 | $3,490.8万 | 30.8万股 | +5.5万股+17.69% | 加仓 |
 NETFLIXNFLX |
| 0.57% | 0.83% | $4,011.3万 | 56.2万股 | $5,508.4万 | 57.3万股 | -1.1万股-1.94% | 减仓 |
 HCA医疗HCA |
| 0.56% | 0.74% | $3,929.8万 | 10.1万股 | $4,886.4万 | 10.3万股 | -2,461股-2.38% | 减仓 |
 爱迪生国际EIX |
| 0.56% | 0.44% | $3,924.1万 | 52.7万股 | $2,876.0万 | 39.3万股 | +13.4万股+34.11% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.55% | 0.13% | $3,872.0万 | 13.4万股 | $868.1万 | 4.1万股 | +9.3万股+226.54% | 加仓 |
 柯蒂斯怀特CW |
| 0.54% | 0.08% | $3,827.3万 | 5.1万股 | $540.0万 | 7,928股 | +4.3万股+537.08% | 加仓 |
| Q高通QCOM |
| 0.54% | 0.64% | $3,794.8万 | 20.5万股 | $4,212.9万 | 32.7万股 | -12.2万股-37.23% | 减仓 |
 ROSS STORES COMROST |
| 0.54% | 0.6% | $3,776.6万 | 17.7万股 | $3,958.1万 | 18.3万股 | -5,284股-2.89% | 减仓 |
 ADPADP |
| 0.53% | 0.53% | $3,762.9万 | 16.8万股 | $3,500.7万 | 17.2万股 | -4,271股-2.48% | 减仓 |
 ADOBE COMADBE |
| 0.53% | 0.58% | $3,738.0万 | 18.2万股 | $3,838.7万 | 15.8万股 | +2.4万股+15.45% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.52% | 0.59% | $3,692.3万 | 27.9万股 | $3,879.4万 | 28.7万股 | -8,254股-2.88% | 减仓 |
 TapestryTPR |
| 0.52% | 0.42% | $3,685.1万 | 25.2万股 | $2,796.6万 | 19.8万股 | +5.4万股+27.02% | 加仓 |
 帕兰提尔PLTR |
| 0.52% | 0.64% | $3,682.6万 | 31.6万股 | $4,244.0万 | 29.0万股 | +2.6万股+8.79% | 加仓 |
 明晟MSCI |
| 0.52% | 0.54% | $3,663.4万 | 6.5万股 | $3,582.5万 | 6.6万股 | -1,050股-1.58% | 减仓 |
 BOOKING COMBKNG |
| 0.52% | 0.64% | $3,654.3万 | 20.5万股 | $4,238.1万 | 1.0万股 | +19.5万股+1,936.75% | 加仓 |
