 英伟达NVDA |
| 4.4% | 4.58% | $29.31亿 | 1,464.7万股 | $26.73亿 | 1,532.7万股 | -68.0万股-4.44% | 减仓 |
 苹果AAPL |
| 2.93% | 2.28% | $19.49亿 | 673.4万股 | $13.30亿 | 523.9万股 | +149.5万股+28.54% | 加仓 |
 微软MSFT |
| 2.45% | 2.94% | $16.29亿 | 436.6万股 | $17.14亿 | 463.1万股 | -26.5万股-5.73% | 减仓 |
 谷歌AGOOGL |
| 2.36% | 2.35% | $15.72亿 | 439.9万股 | $13.75亿 | 478.1万股 | -38.2万股-8.00% | 减仓 |
 AMD超威AMD |
| 2.09% | 0.84% | $13.91亿 | 239.5万股 | $4.91亿 | 241.3万股 | -1.8万股-0.73% | 减仓 |
 亚马逊AMZN |
| 2.07% | 2.07% | $13.82亿 | 579.7万股 | $12.07亿 | 579.7万股 | +128股+0.00% | 加仓 |
 台积电TSM |
| 1.91% | 1.56% | $12.69亿 | 265.7万股 | $9.10亿 | 269.3万股 | -3.6万股-1.33% | 减仓 |
 博通AVGO |
| 1.49% | 1.4% | $9.92亿 | 262.7万股 | $8.17亿 | 263.9万股 | -1.2万股-0.44% | 减仓 |
 泛林集团LRCX |
| 1.09% | 0.01% | $7.24亿 | 167.0万股 | $404.2万 | 1.9万股 | +165.1万股+8,727.88% | 加仓 |
 礼来LLY |
| 0.95% | 0.23% | $6.31亿 | 52.6万股 | $1.33亿 | 14.5万股 | +38.1万股+263.37% | 加仓 |
 Meta平台META |
| 0.81% | 1.22% | $5.42亿 | 96.3万股 | $7.14亿 | 124.8万股 | -28.5万股-22.87% | 减仓 |
 德州仪器TXN |
| 0.81% | 0.48% | $5.38亿 | 180.6万股 | $2.79亿 | 143.7万股 | +36.9万股+25.68% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.8% | 0.88% | $5.33亿 | 198.4万股 | $5.11亿 | 221.8万股 | -23.4万股-10.55% | 减仓 |
 VisaV |
| 0.78% | 0.82% | $5.21亿 | 151.9万股 | $4.81亿 | 159.1万股 | -7.2万股-4.51% | 减仓 |
 美光科技MU |
| 0.73% | 0.56% | $4.89亿 | 42.3万股 | $3.30亿 | 97.6万股 | -55.3万股-56.62% | 减仓 |
 西部数据WDC |
| 0.72% | 0.41% | $4.78亿 | 74.9万股 | $2.41亿 | 89.2万股 | -14.3万股-16.04% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.71% | 0.82% | $4.76亿 | 376.9万股 | $4.80亿 | 344.7万股 | +32.2万股+9.33% | 加仓 |
 BOOKING COMBKNG |
| 0.71% | 0.63% | $4.73亿 | 265.3万股 | $3.70亿 | 8.8万股 | +256.6万股+2,922.69% | 加仓 |
| IiShares安硕信托EFG |
| 0.71% | 0.44% | $4.70亿 | 377.4万股 | $2.57亿 | 230.9万股 | +146.5万股+63.45% | 加仓 |
 万事达MA |
| 0.6% | 0.71% | $3.97亿 | 77.3万股 | $4.13亿 | 82.6万股 | -5.3万股-6.43% | 减仓 |
 阿斯麦ASML |
| 0.58% | 0.44% | $3.89亿 | 19.5万股 | $2.57亿 | 19.5万股 | +549股+0.28% | 加仓 |
| V先锋领航指数基金VOO |
| 0.57% | 0.53% | $3.78亿 | 55.0万股 | $3.08亿 | 51.6万股 | +3.4万股+6.58% | 加仓 |
 NETFLIXNFLX |
| 0.45% | 0.74% | $2.97亿 | 415.8万股 | $4.30亿 | 447.4万股 | -31.6万股-7.06% | 减仓 |
 思科CSCO |
| 0.42% | 0.37% | $2.78亿 | 236.8万股 | $2.17亿 | 279.9万股 | -43.1万股-15.38% | 减仓 |
 应用材料AMAT |
| 0.41% | 0.32% | $2.72亿 | 37.6万股 | $1.84亿 | 53.8万股 | -16.2万股-30.14% | 减仓 |
| DDOORDASHDASH |
| 0.39% | 0.17% | $2.59亿 | 140.4万股 | $1.02亿 | 67.7万股 | +72.7万股+107.31% | 加仓 |
 直觉外科ISRG |
| 0.38% | 0.47% | $2.51亿 | 63.1万股 | $2.74亿 | 59.4万股 | +3.7万股+6.30% | 加仓 |
 CARRIER GLOBALCARR |
| 0.38% | 0.34% | $2.50亿 | 340.7万股 | $1.97亿 | 350.2万股 | -9.5万股-2.72% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.37% | 0.21% | $2.47亿 | 14.5万股 | $1.20亿 | 6.9万股 | +7.6万股+109.77% | 加仓 |
 DANAHER DEL COMDHR |
| 0.37% | 0.49% | $2.47亿 | 129.5万股 | $2.86亿 | 150.8万股 | -21.3万股-14.10% | 减仓 |
 爱德华生命科学EW |
| 0.36% | 0.38% | $2.38亿 | 263.4万股 | $2.22亿 | 276.9万股 | -13.5万股-4.87% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.36% | 0.59% | $2.37亿 | 192.4万股 | $3.43亿 | 218.2万股 | -25.8万股-11.82% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.35% | 0.31% | $2.30亿 | 93.6万股 | $1.80亿 | 86.4万股 | +7.2万股+8.37% | 加仓 |
 埃克森美孚XOM |
| 0.35% | 0.52% | $2.30亿 | 168.3万股 | $3.03亿 | 178.5万股 | -10.2万股-5.71% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.35% | $2.30亿 | 70.3万股 | $2.03亿 | 69.2万股 | +1.1万股+1.62% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.33% | 0.38% | $2.22亿 | 42.2万股 | $2.24亿 | 39.9万股 | +2.2万股+5.54% | 加仓 |
 阿里巴巴BABA |
| 0.33% | 0.51% | $2.21亿 | 230.2万股 | $2.96亿 | 236.1万股 | -5.8万股-2.46% | 减仓 |
 标普全球SPGI |
| 0.33% | 0.35% | $2.20亿 | 54.1万股 | $2.06亿 | 48.3万股 | +5.8万股+11.99% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.32% | — | $2.14亿 | 167.5万股 | $0 | 0股 | +167.5万股 | 新买入 |
 Vulcan材料VMC |
| 0.32% | 0.34% | $2.13亿 | 72.3万股 | $1.98亿 | 72.5万股 | -2,824股-0.39% | 减仓 |
| IiShares安硕信托IEFA |
| 0.31% | 0.44% | $2.09亿 | 216.3万股 | $2.58亿 | 285.3万股 | -68.9万股-24.16% | 减仓 |
 艾伯维ABBV |
| 0.31% | 0.26% | $2.07亿 | 82.1万股 | $1.54亿 | 70.7万股 | +11.4万股+16.11% | 加仓 |
| PPROLOGIS COMPLD |
| 0.31% | 0.35% | $2.06亿 | 152.0万股 | $2.05亿 | 154.8万股 | -2.8万股-1.79% | 减仓 |
 Old National Bancorp CORP COMMONONB |
| 0.3% | 0.36% | $1.99亿 | 769.5万股 | $2.12亿 | 961.1万股 | -191.6万股-19.93% | 减仓 |
 GE航空GE |
| 0.3% | 0.02% | $1.99亿 | 53.3万股 | $1,254.8万 | 4.4万股 | +48.9万股+1,105.59% | 加仓 |
 安费诺APH |
| 0.29% | 0.24% | $1.95亿 | 110.5万股 | $1.42亿 | 112.0万股 | -1.6万股-1.39% | 减仓 |
 优步UBER |
| 0.29% | 0.16% | $1.91亿 | 264.8万股 | $9,116.1万 | 126.7万股 | +138.1万股+108.95% | 加仓 |
 摩根士丹利MS |
| 0.29% | 0.26% | $1.91亿 | 91.2万股 | $1.51亿 | 91.5万股 | -2,432股-0.27% | 减仓 |
 WELLTOWER COMWELL |
| 0.28% | 0.27% | $1.90亿 | 83.5万股 | $1.60亿 | 81.1万股 | +2.4万股+3.00% | 加仓 |
 BLACK HILLSBKH |
| 0.28% | 0.32% | $1.86亿 | 249.7万股 | $1.86亿 | 267.9万股 | -18.2万股-6.80% | 减仓 |
