 英伟达NVDA |
| 7.59% | 8.02% | $2.09亿 | 104.5万股 | $1.76亿 | 101.1万股 | +3.3万股+3.29% | 加仓 |
 苹果AAPL |
| 6.76% | 6.79% | $1.86亿 | 64.4万股 | $1.49亿 | 58.8万股 | +5.5万股+9.41% | 加仓 |
 微软MSFT |
| 4.45% | 5.07% | $1.23亿 | 32.9万股 | $1.12亿 | 30.1万股 | +2.8万股+9.19% | 加仓 |
 亚马逊AMZN |
| 3.98% | 3.97% | $1.10亿 | 46.1万股 | $8,736.4万 | 41.9万股 | +4.1万股+9.81% | 加仓 |
 谷歌AGOOGL |
| 3.63% | 3.05% | $1.00亿 | 28.0万股 | $6,699.8万 | 23.3万股 | +4.7万股+20.12% | 加仓 |
 博通AVGO |
| 2.99% | 2.78% | $8,238.9万 | 21.8万股 | $6,111.9万 | 19.7万股 | +2.1万股+10.45% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.6% | 2.54% | $7,162.1万 | 20.3万股 | $5,588.5万 | 19.5万股 | +7,886股+4.05% | 加仓 |
 美光科技MU |
| 2.07% | 0.69% | $5,708.5万 | 4.9万股 | $1,524.2万 | 4.5万股 | +4,338股+9.62% | 加仓 |
 Meta平台META |
| 1.97% | 2.27% | $5,424.7万 | 9.6万股 | $4,989.2万 | 8.7万股 | +9,100股+10.44% | 加仓 |
 特斯拉TSLA |
| 1.88% | 1.91% | $5,190.9万 | 12.3万股 | $4,207.2万 | 11.3万股 | +1.0万股+9.05% | 加仓 |
 摩根大通JPM |
| 1.68% | 1.76% | $4,627.4万 | 14.1万股 | $3,868.2万 | 13.2万股 | +9,869股+7.50% | 加仓 |
 礼来LLY |
| 1.53% | 1.34% | $4,224.2万 | 3.5万股 | $2,958.9万 | 3.2万股 | +3,048股+9.47% | 加仓 |
 AMD超威AMD |
| 1.51% | 0.61% | $4,153.3万 | 7.1万股 | $1,331.5万 | 6.5万股 | +6,042股+9.23% | 加仓 |
 强生JNJ |
| 1.31% | 1.46% | $3,615.5万 | 14.2万股 | $3,209.9万 | 13.1万股 | +1.1万股+8.41% | 加仓 |
 英特尔INTC |
| 0.98% | 0.37% | $2,691.4万 | 19.3万股 | $804.7万 | 18.2万股 | +1.0万股+5.70% | 加仓 |
 VisaV |
| 0.92% | 0.93% | $2,532.6万 | 7.4万股 | $2,041.9万 | 6.8万股 | +6,258股+9.26% | 加仓 |
 应用材料AMAT |
| 0.91% | 0.5% | $2,517.9万 | 3.5万股 | $1,091.2万 | 3.2万股 | +2,900股+9.08% | 加仓 |
 泛林集团LRCX |
| 0.86% | 0.49% | $2,374.4万 | 5.5万股 | $1,080.7万 | 5.1万股 | +4,216股+8.34% | 加仓 |
 沃尔玛WMT |
| 0.79% | 0.99% | $2,183.1万 | 19.3万股 | $2,182.2万 | 17.6万股 | +1.7万股+9.78% | 加仓 |
 卡特彼勒CAT |
| 0.79% | 0.6% | $2,177.0万 | 2.0万股 | $1,330.8万 | 1.9万股 | +1,659股+8.83% | 加仓 |
 思科CSCO |
| 0.74% | 0.56% | $2,034.9万 | 17.3万股 | $1,227.4万 | 15.8万股 | +1.5万股+9.51% | 加仓 |
 雷神技术RTX |
| 0.73% | 0.72% | $2,012.5万 | 10.6万股 | $1,592.3万 | 8.3万股 | +2.4万股+28.50% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.7% | $1,954.3万 | 7.8万股 | $1,543.6万 | 7.1万股 | +6,686股+9.42% | 加仓 |
 万事达MA |
| 0.67% | 0.77% | $1,848.7万 | 3.6万股 | $1,696.3万 | 3.4万股 | +2,045股+6.02% | 加仓 |
 好市多COST |
| 0.66% | 0.81% | $1,826.3万 | 2.0万股 | $1,773.2万 | 1.8万股 | +1,727股+9.70% | 加仓 |
 科磊KLAC |
| 0.63% | 0.36% | $1,733.3万 | 5.7万股 | $786.0万 | 5,338股 | +5.2万股+976.25% | 加仓 |
 GE航空GE |
| 0.62% | 0.55% | $1,718.0万 | 4.6万股 | $1,201.1万 | 4.2万股 | +3,642股+8.60% | 加仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.61% | $1,698.9万 | 29.8万股 | $1,337.9万 | 27.4万股 | +2.4万股+8.65% | 加仓 |
 联合健康UNH |
| 0.6% | 0.45% | $1,657.0万 | 4.0万股 | $985.8万 | 3.6万股 | +3,434股+9.43% | 加仓 |
 家得宝HD |
| 0.56% | 0.6% | $1,553.2万 | 4.4万股 | $1,314.8万 | 4.0万股 | +4,062股+10.16% | 加仓 |
 TJXTJX |
| 0.55% | 0.6% | $1,516.3万 | 10.0万股 | $1,326.5万 | 8.3万股 | +1.7万股+20.50% | 加仓 |
 艾默生电气EMR |
| 0.54% | 0.45% | $1,500.7万 | 10.5万股 | $992.9万 | 7.6万股 | +2.9万股+38.34% | 加仓 |
 派克汉尼汾PH |
| 0.53% | 0.21% | $1,457.9万 | 1.5万股 | $461.1万 | 5,151股 | +9,754股+189.36% | 加仓 |
 默沙东MRK |
| 0.51% | 0.55% | $1,396.3万 | 10.9万股 | $1,199.6万 | 10.0万股 | +8,939股+8.96% | 加仓 |
 GE VernovaGEV |
| 0.51% | 0.43% | $1,396.1万 | 1.2万股 | $953.6万 | 1.1万股 | +958股+8.77% | 加仓 |
 可口可乐KO |
| 0.5% | 0.57% | $1,383.4万 | 17.0万股 | $1,247.2万 | 16.4万股 | +6,226股+3.80% | 加仓 |
 NETFLIXNFLX |
| 0.48% | 0.74% | $1,320.8万 | 18.5万股 | $1,632.5万 | 17.0万股 | +1.5万股+8.95% | 加仓 |
 高盛GS |
| 0.48% | 0.46% | $1,310.2万 | 1.3万股 | $1,018.2万 | 1.2万股 | +919股+7.64% | 加仓 |
 DatadogDDOG |
| 0.47% | 0.32% | $1,296.5万 | 5.0万股 | $711.4万 | 6.0万股 | -1.0万股-17.37% | 减仓 |
 PALO ALTOPANW |
| 0.44% | 0.24% | $1,215.4万 | 3.6万股 | $533.2万 | 3.3万股 | +2,382股+7.16% | 加仓 |
 德州仪器TXN |
| 0.43% | 0.32% | $1,191.7万 | 4.0万股 | $713.5万 | 3.7万股 | +3,230股+8.79% | 加仓 |
| IIBMIBM |
| 0.42% | 0.42% | $1,158.3万 | 4.1万股 | $914.7万 | 3.8万股 | +3,453股+9.15% | 加仓 |
 高露洁CL |
| 0.42% | 0.46% | $1,155.3万 | 12.6万股 | $1,002.0万 | 11.8万股 | +8,452股+7.19% | 加仓 |
 迈威尔MRVL |
| 0.4% | 0.17% | $1,115.6万 | 3.7万股 | $371.6万 | 3.8万股 | -68股-0.18% | 减仓 |
 帕兰提尔PLTR |
| 0.4% | 0.61% | $1,115.5万 | 9.6万股 | $1,342.8万 | 9.2万股 | +3,819股+4.16% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.4% | 0.46% | $1,114.3万 | 13.5万股 | $1,001.3万 | 12.6万股 | +9,066股+7.21% | 加仓 |
 甲骨文ORCL |
| 0.4% | 0.46% | $1,109.8万 | 7.6万股 | $1,022.0万 | 6.9万股 | +6,251股+9.00% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.4% | 0.5% | $1,106.2万 | 4.2万股 | $1,099.0万 | 4.4万股 | -2,005股-4.51% | 减仓 |
 摩根士丹利MS |
| 0.4% | 0.36% | $1,091.4万 | 5.2万股 | $785.4万 | 4.8万股 | +4,483股+9.39% | 加仓 |
 马拉松石油MPC |
| 0.39% | 0.49% | $1,086.4万 | 4.2万股 | $1,087.6万 | 4.5万股 | -2,050股-4.60% | 减仓 |
