 英伟达NVDA |
| 4.88% | 4.6% | $30.60亿 | 1,529.6万股 | $25.37亿 | 1,454.6万股 | +75.0万股+5.16% | 加仓 |
 苹果AAPL |
| 4.07% | 3.81% | $25.51亿 | 881.7万股 | $21.01亿 | 828.0万股 | +53.7万股+6.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.31% | 0.71% | $20.73亿 | 277.6万股 | $3.93亿 | 60.4万股 | +217.3万股+359.75% | 加仓 |
 微软MSFT |
| 2.5% | 3.46% | $15.67亿 | 420.1万股 | $19.07亿 | 515.2万股 | -95.1万股-18.45% | 减仓 |
 亚马逊AMZN |
| 2.22% | 2.02% | $13.92亿 | 584.2万股 | $11.14亿 | 534.9万股 | +49.3万股+9.22% | 加仓 |
 谷歌AGOOGL |
| 1.89% | 2.12% | $11.85亿 | 331.5万股 | $11.71亿 | 407.3万股 | -75.8万股-18.62% | 减仓 |
 博通AVGO |
| 1.64% | 1.59% | $10.28亿 | 272.2万股 | $8.76亿 | 283.0万股 | -10.8万股-3.82% | 减仓 |
 美光科技MU |
| 1.31% | 0.51% | $8.19亿 | 71.0万股 | $2.84亿 | 84.0万股 | -13.0万股-15.52% | 减仓 |
 Meta平台META |
| 1.04% | 1.43% | $6.49亿 | 115.2万股 | $7.89亿 | 138.0万股 | -22.7万股-16.48% | 减仓 |
 礼来LLY |
| 0.98% | 0.94% | $6.12亿 | 51.0万股 | $5.16亿 | 56.1万股 | -5.1万股-9.08% | 减仓 |
 AMD超威AMD |
| 0.94% | 0.36% | $5.90亿 | 101.6万股 | $2.01亿 | 98.7万股 | +2.9万股+2.96% | 加仓 |
 台积电TSM |
| 0.84% | 0.68% | $5.27亿 | 110.3万股 | $3.74亿 | 110.7万股 | -3,674股-0.33% | 减仓 |
 万事达MA |
| 0.81% | 0.76% | $5.10亿 | 99.3万股 | $4.20亿 | 84.1万股 | +15.2万股+18.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.84% | $4.88亿 | 138.2万股 | $4.65亿 | 162.0万股 | -23.8万股-14.67% | 减仓 |
 特斯拉TSLA |
| 0.74% | 0.87% | $4.63亿 | 110.2万股 | $4.81亿 | 129.4万股 | -19.2万股-14.84% | 减仓 |
 摩根大通JPM |
| 0.73% | 0.79% | $4.60亿 | 140.6万股 | $4.33亿 | 147.4万股 | -6.7万股-4.57% | 减仓 |
 艾伯维ABBV |
| 0.71% | 0.73% | $4.43亿 | 175.9万股 | $4.01亿 | 184.5万股 | -8.7万股-4.70% | 减仓 |
 安费诺APH |
| 0.7% | 0.44% | $4.37亿 | 248.0万股 | $2.43亿 | 192.6万股 | +55.5万股+28.80% | 加仓 |
| C花旗集团C |
| 0.67% | 0.38% | $4.22亿 | 301.4万股 | $2.07亿 | 182.9万股 | +118.5万股+64.77% | 加仓 |
 好市多COST |
| 0.67% | 0.7% | $4.22亿 | 45.1万股 | $3.87亿 | 38.8万股 | +6.3万股+16.16% | 加仓 |
 VisaV |
| 0.64% | 0.43% | $3.99亿 | 116.2万股 | $2.34亿 | 77.5万股 | +38.7万股+49.87% | 加仓 |
 应用材料AMAT |
| 0.62% | 0.45% | $3.89亿 | 53.8万股 | $2.51亿 | 73.4万股 | -19.6万股-26.71% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.62% | 0.76% | $3.89亿 | 192.7万股 | $4.19亿 | 200.3万股 | -7.5万股-3.76% | 减仓 |
 泛林集团LRCX |
| 0.62% | 0.55% | $3.86亿 | 89.1万股 | $3.03亿 | 141.7万股 | -52.6万股-37.14% | 减仓 |
| BBANK OF AMERBAC |
| 0.57% | 0.39% | $3.60亿 | 632.6万股 | $2.16亿 | 442.1万股 | +190.5万股+43.10% | 加仓 |
 ADOBE COMADBE |
| 0.57% | 0.65% | $3.60亿 | 175.5万股 | $3.59亿 | 147.7万股 | +27.8万股+18.82% | 加仓 |
 AMETEK COMAME |
| 0.57% | 0.44% | $3.56亿 | 147.4万股 | $2.44亿 | 114.0万股 | +33.4万股+29.29% | 加仓 |
 特灵科技TT |
| 0.55% | 0.29% | $3.46亿 | 70.4万股 | $1.57亿 | 37.8万股 | +32.6万股+86.40% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.54% | 0.29% | $3.38亿 | 96.6万股 | $1.58亿 | 56.0万股 | +40.6万股+72.54% | 加仓 |
 百事可乐PEP |
| 0.53% | 0.56% | $3.34亿 | 246.6万股 | $3.11亿 | 200.5万股 | +46.1万股+23.02% | 加仓 |
 VICI PPTYS COMVICI |
| 0.51% | 0.54% | $3.18亿 | 1,198.7万股 | $2.99亿 | 1,092.7万股 | +106.0万股+9.70% | 加仓 |
 金罗斯黄金KGC |
| 0.48% | 0.7% | $2.98亿 | 1,262.1万股 | $3.83亿 | 1,256.4万股 | +5.7万股+0.46% | 加仓 |
 科磊KLAC |
| 0.45% | 0.22% | $2.85亿 | 94.4万股 | $1.20亿 | 8.2万股 | +86.2万股+1,054.96% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.45% | 0.21% | $2.81亿 | 304.9万股 | $1.15亿 | 124.1万股 | +180.7万股+145.60% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.44% | 0.39% | $2.77亿 | 165.2万股 | $2.16亿 | 102.8万股 | +62.4万股+60.71% | 加仓 |
 NETFLIXNFLX |
| 0.44% | 0.41% | $2.77亿 | 387.9万股 | $2.27亿 | 235.7万股 | +152.2万股+64.58% | 加仓 |
 再生元REGN |
| 0.43% | 0.44% | $2.72亿 | 43.7万股 | $2.44亿 | 31.5万股 | +12.2万股+38.62% | 加仓 |
 百时美施贵宝BMY |
| 0.43% | 0.63% | $2.70亿 | 469.4万股 | $3.45亿 | 568.8万股 | -99.4万股-17.48% | 减仓 |
 AMERICAN INTL COM NEWAIG |
| 0.43% | 0.24% | $2.69亿 | 361.2万股 | $1.33亿 | 176.5万股 | +184.7万股+104.65% | 加仓 |
 BOOKING COMBKNG |
| 0.42% | 0.5% | $2.66亿 | 149.5万股 | $2.73亿 | 6.5万股 | +143.0万股+2,203.11% | 加仓 |
 GE航空GE |
| 0.42% | 0.47% | $2.63亿 | 70.5万股 | $2.59亿 | 91.2万股 | -20.7万股-22.71% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.42% | 0.27% | $2.63亿 | 183.9万股 | $1.47亿 | 116.4万股 | +67.6万股+58.06% | 加仓 |
 ChipotleCMG |
| 0.38% | 0.21% | $2.40亿 | 707.0万股 | $1.17亿 | 365.6万股 | +341.5万股+93.41% | 加仓 |
 雪佛龙CVX |
| 0.38% | 0.24% | $2.39亿 | 144.1万股 | $1.32亿 | 63.7万股 | +80.4万股+126.10% | 加仓 |
 财捷INTU |
| 0.37% | 0.26% | $2.32亿 | 88.8万股 | $1.41亿 | 32.6万股 | +56.2万股+172.19% | 加仓 |
 阿默普莱斯AMP |
| 0.36% | 0.25% | $2.28亿 | 49.8万股 | $1.40亿 | 31.6万股 | +18.2万股+57.51% | 加仓 |
 通用汽车GM |
| 0.35% | 0.5% | $2.22亿 | 288.4万股 | $2.78亿 | 372.6万股 | -84.3万股-22.62% | 减仓 |
 卡地纳健康CAH |
| 0.35% | 0.36% | $2.22亿 | 93.5万股 | $1.98亿 | 93.6万股 | -1,203股-0.13% | 减仓 |
 ROSS STORES COMROST |
| 0.35% | 0.22% | $2.18亿 | 102.6万股 | $1.22亿 | 56.4万股 | +46.2万股+81.79% | 加仓 |
 TJXTJX |
| 0.35% | 0.34% | $2.17亿 | 143.5万股 | $1.90亿 | 118.9万股 | +24.6万股+20.70% | 加仓 |
