 英伟达NVDA |
| 7.61% | 7.65% | $2.68亿 | 133.9万股 | $2.41亿 | 138.5万股 | -4.6万股-3.30% | 减仓 |
 苹果AAPL |
| 6.68% | 6.73% | $2.35亿 | 81.2万股 | $2.12亿 | 83.7万股 | -2.5万股-2.94% | 减仓 |
 微软MSFT |
| 4.35% | 4.96% | $1.53亿 | 41.1万股 | $1.57亿 | 42.3万股 | -1.2万股-2.94% | 减仓 |
 亚马逊AMZN |
| 3.67% | 3.67% | $1.29亿 | 54.1万股 | $1.16亿 | 55.7万股 | -1.5万股-2.77% | 减仓 |
 谷歌AGOOGL |
| 3.29% | 3.02% | $1.16亿 | 32.4万股 | $9,542.8万 | 33.2万股 | -7,769股-2.34% | 减仓 |
 博通AVGO |
| 2.81% | 2.65% | $9,887.8万 | 26.2万股 | $8,362.1万 | 27.0万股 | -8,416股-3.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.62% | 2.42% | $9,229.8万 | 26.1万股 | $7,647.5万 | 26.7万股 | -5,368股-2.01% | 减仓 |
 美光科技MU |
| 2.05% | 0.69% | $7,195.8万 | 6.2万股 | $2,166.8万 | 6.4万股 | -1,797股-2.80% | 减仓 |
 Meta平台META |
| 1.94% | 2.26% | $6,838.6万 | 12.1万股 | $7,130.2万 | 12.5万股 | -3,221股-2.58% | 减仓 |
 特斯拉TSLA |
| 1.86% | 1.89% | $6,546.0万 | 15.6万股 | $5,957.8万 | 16.0万股 | -4,628股-2.89% | 减仓 |
 礼来LLY |
| 1.49% | 1.32% | $5,245.2万 | 4.4万股 | $4,153.6万 | 4.5万股 | -1,428股-3.16% | 减仓 |
 AMD超威AMD |
| 1.49% | 0.6% | $5,236.5万 | 9.0万股 | $1,890.8万 | 9.3万股 | -2,804股-3.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.44% | 1.59% | $5,072.6万 | 10.1万股 | $5,008.3万 | 10.5万股 | -3,140股-3.00% | 减仓 |
 摩根大通JPM |
| 1.38% | 1.43% | $4,851.2万 | 14.8万股 | $4,520.7万 | 15.4万股 | -5,479股-3.57% | 减仓 |
 英特尔INTC |
| 1.04% | 0.37% | $3,647.0万 | 26.1万股 | $1,180.7万 | 26.8万股 | -6,364股-2.38% | 减仓 |
 强生JNJ |
| 0.96% | 1.06% | $3,380.2万 | 13.3万股 | $3,358.2万 | 13.7万股 | -4,289股-3.12% | 减仓 |
 应用材料AMAT |
| 0.9% | 0.49% | $3,171.4万 | 4.4万股 | $1,545.8万 | 4.5万股 | -1,363股-3.01% | 减仓 |
 VisaV |
| 0.89% | 0.92% | $3,149.1万 | 9.2万股 | $2,896.0万 | 9.6万股 | -4,030股-4.21% | 减仓 |
 埃克森美孚XOM |
| 0.89% | 1.28% | $3,133.5万 | 22.9万股 | $4,041.4万 | 23.8万股 | -9,019股-3.79% | 减仓 |
 泛林集团LRCX |
| 0.85% | 0.48% | $2,995.0万 | 6.9万股 | $1,520.3万 | 7.1万股 | -2,041股-2.87% | 减仓 |
 沃尔玛WMT |
| 0.78% | 0.98% | $2,746.1万 | 24.2万股 | $3,105.9万 | 25.0万股 | -7,450股-2.98% | 减仓 |
 卡特彼勒CAT |
| 0.77% | 0.6% | $2,710.7万 | 2.5万股 | $1,878.1万 | 2.7万股 | -1,054股-3.98% | 减仓 |
 思科CSCO |
| 0.73% | 0.55% | $2,564.4万 | 21.8万股 | $1,746.8万 | 22.5万股 | -6,813股-3.03% | 减仓 |
 艾伯维ABBV |
| 0.7% | 0.69% | $2,456.7万 | 9.8万股 | $2,190.2万 | 10.1万股 | -3,075股-3.05% | 减仓 |
 好市多COST |
| 0.65% | 0.8% | $2,294.5万 | 2.5万股 | $2,520.3万 | 2.5万股 | -765股-3.02% | 减仓 |
 万事达MA |
| 0.65% | 0.73% | $2,292.1万 | 4.5万股 | $2,319.4万 | 4.6万股 | -1,790股-3.86% | 减仓 |
 科磊KLAC |
| 0.62% | 0.35% | $2,178.2万 | 7.2万股 | $1,099.6万 | 7,468股 | +6.5万股+866.74% | 加仓 |
 GE航空GE |
| 0.61% | 0.54% | $2,155.7万 | 5.8万股 | $1,696.5万 | 6.0万股 | -2,104股-3.52% | 减仓 |
 联合健康UNH |
| 0.59% | 0.44% | $2,087.0万 | 5.0万股 | $1,396.6万 | 5.2万股 | -1,398股-2.71% | 减仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.58% | $2,058.1万 | 36.1万股 | $1,843.6万 | 37.8万股 | -1.7万股-4.49% | 减仓 |
 家得宝HD |
| 0.55% | 0.59% | $1,942.7万 | 5.5万股 | $1,865.4万 | 5.7万股 | -1,632股-2.88% | 减仓 |
 宝洁PG |
| 0.54% | 0.61% | $1,889.2万 | 12.9万股 | $1,914.5万 | 13.3万股 | -3,713股-2.80% | 减仓 |
| SSANDISK COMSNDK |
| 0.53% | 0.17% | $1,861.0万 | 8,185股 | $535.4万 | 8,427股 | -242股-2.87% | 减仓 |
 默沙东MRK |
| 0.5% | 0.54% | $1,755.2万 | 13.7万股 | $1,702.1万 | 14.2万股 | -4,910股-3.47% | 减仓 |
 GE VernovaGEV |
| 0.5% | 0.42% | $1,745.6万 | 1.5万股 | $1,341.0万 | 1.5万股 | -505股-3.29% | 减仓 |
 可口可乐KO |
| 0.5% | 0.53% | $1,742.5万 | 21.4万股 | $1,683.0万 | 22.1万股 | -6,895股-3.12% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.7% | $1,714.5万 | 10.3万股 | $2,209.2万 | 10.7万股 | -3,344股-3.13% | 减仓 |
 NETFLIXNFLX |
| 0.47% | 0.73% | $1,662.2万 | 23.3万股 | $2,313.1万 | 24.1万股 | -7,771股-3.23% | 减仓 |
 高盛GS |
| 0.47% | 0.46% | $1,650.3万 | 1.6万股 | $1,448.3万 | 1.7万股 | -802股-4.68% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 0.47% | $1,559.4万 | 8.6万股 | $1,468.1万 | 8.9万股 | -2,599股-2.93% | 减仓 |
 PALO ALTOPANW |
| 0.43% | 0.23% | $1,528.5万 | 4.5万股 | $738.5万 | 4.6万股 | -1,247股-2.71% | 减仓 |
 德州仪器TXN |
| 0.43% | 0.32% | $1,499.8万 | 5.0万股 | $1,004.0万 | 5.2万股 | -1,397股-2.70% | 减仓 |
 帕兰提尔PLTR |
| 0.42% | 0.6% | $1,480.9万 | 12.7万股 | $1,904.2万 | 13.0万股 | -3,244股-2.49% | 减仓 |
| IIBMIBM |
| 0.42% | 0.41% | $1,460.9万 | 5.2万股 | $1,291.3万 | 5.3万股 | -1,321股-2.48% | 减仓 |
 迈威尔MRVL |
| 0.41% | — | $1,441.6万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 雷神技术RTX |
| 0.4% | 0.47% | $1,411.9万 | 7.4万股 | $1,476.8万 | 7.7万股 | -2,144股-2.80% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.4% | 0.44% | $1,397.9万 | 16.9万股 | $1,402.4万 | 17.6万股 | -7,000股-3.97% | 减仓 |
 摩根士丹利MS |
| 0.39% | 0.36% | $1,385.9万 | 6.6万股 | $1,130.3万 | 6.9万股 | -2,381股-3.47% | 减仓 |
 甲骨文ORCL |
| 0.39% | 0.45% | $1,374.4万 | 9.4万股 | $1,421.2万 | 9.7万股 | -2,824股-2.92% | 减仓 |
 林德LIN |
| 0.38% | 0.42% | $1,327.1万 | 2.6万股 | $1,320.4万 | 2.7万股 | -1,060股-3.98% | 减仓 |
