 英伟达NVDA |
| 6.6% | 6.73% | $39.82亿 | 1,990.0万股 | $35.91亿 | 2,059.3万股 | -69.3万股-3.37% | 减仓 |
 苹果AAPL |
| 5.93% | 6.04% | $35.74亿 | 1,235.3万股 | $32.23亿 | 1,270.0万股 | -34.7万股-2.73% | 减仓 |
 微软MSFT |
| 3.91% | 4.5% | $23.58亿 | 632.1万股 | $24.01亿 | 648.7万股 | -16.6万股-2.56% | 减仓 |
 亚马逊AMZN |
| 3.26% | 3.28% | $19.68亿 | 825.8万股 | $17.53亿 | 841.7万股 | -16.0万股-1.90% | 减仓 |
 谷歌AGOOGL |
| 2.95% | 2.75% | $17.82亿 | 498.5万股 | $14.69亿 | 510.7万股 | -12.2万股-2.38% | 减仓 |
 博通AVGO |
| 2.48% | 2.35% | $14.96亿 | 396.0万股 | $12.52亿 | 404.6万股 | -8.6万股-2.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.37% | 2.23% | $14.27亿 | 403.8万股 | $11.92亿 | 415.5万股 | -11.6万股-2.80% | 减仓 |
 美光科技MU |
| 1.87% | 0.62% | $11.26亿 | 97.5万股 | $3.31亿 | 98.1万股 | -5,696股-0.58% | 减仓 |
 特斯拉TSLA |
| 1.76% | 1.73% | $10.60亿 | 251.9万股 | $9.21亿 | 247.8万股 | +4.1万股+1.67% | 加仓 |
 Meta平台META |
| 1.75% | 2.05% | $10.57亿 | 187.6万股 | $10.96亿 | 191.6万股 | -3.9万股-2.06% | 减仓 |
 礼来LLY |
| 1.36% | 1.21% | $8.20亿 | 68.3万股 | $6.47亿 | 70.4万股 | -2.0万股-2.90% | 减仓 |
 AMD超威AMD |
| 1.36% | 0.54% | $8.17亿 | 140.7万股 | $2.88亿 | 141.4万股 | -6,613股-0.47% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.29% | 1.42% | $7.78亿 | 155.6万股 | $7.60亿 | 158.7万股 | -3.1万股-1.95% | 减仓 |
 摩根大通JPM |
| 1.24% | 1.31% | $7.45亿 | 227.6万股 | $7.01亿 | 238.4万股 | -10.8万股-4.53% | 减仓 |
 英特尔INTC |
| 0.88% | 0.32% | $5.31亿 | 380.3万股 | $1.70亿 | 386.0万股 | -5.7万股-1.47% | 减仓 |
 强生JNJ |
| 0.86% | 0.96% | $5.20亿 | 204.7万股 | $5.14亿 | 210.5万股 | -5.7万股-2.73% | 减仓 |
 应用材料AMAT |
| 0.82% | 0.45% | $4.94亿 | 68.3万股 | $2.38亿 | 69.7万股 | -1.4万股-2.01% | 减仓 |
 埃克森美孚XOM |
| 0.81% | 1.18% | $4.86亿 | 355.5万股 | $6.33亿 | 372.8万股 | -17.3万股-4.64% | 减仓 |
 VisaV |
| 0.8% | 0.84% | $4.84亿 | 140.9万股 | $4.47亿 | 147.9万股 | -6.9万股-4.70% | 减仓 |
 泛林集团LRCX |
| 0.77% | 0.44% | $4.65亿 | 107.4万股 | $2.36亿 | 110.7万股 | -3.3万股-2.99% | 减仓 |
 沃尔玛WMT |
| 0.7% | 0.89% | $4.23亿 | 373.8万股 | $4.75亿 | 382.1万股 | -8.3万股-2.18% | 减仓 |
 卡特彼勒CAT |
| 0.69% | 0.54% | $4.16亿 | 39.0万股 | $2.89亿 | 40.8万股 | -1.7万股-4.27% | 减仓 |
 思科CSCO |
| 0.66% | 0.51% | $3.98亿 | 338.5万股 | $2.70亿 | 347.7万股 | -9.2万股-2.63% | 减仓 |
 艾伯维ABBV |
| 0.63% | 0.63% | $3.80亿 | 150.9万股 | $3.37亿 | 155.0万股 | -4.1万股-2.63% | 减仓 |
 好市多COST |
| 0.59% | 0.73% | $3.55亿 | 37.9万股 | $3.89亿 | 39.1万股 | -1.1万股-2.91% | 减仓 |
 万事达MA |
| 0.59% | 0.66% | $3.53亿 | 68.7万股 | $3.54亿 | 70.9万股 | -2.2万股-3.05% | 减仓 |
 科磊KLAC |
| 0.56% | 0.32% | $3.39亿 | 112.3万股 | $1.70亿 | 11.5万股 | +100.8万股+874.97% | 加仓 |
 GE航空GE |
| 0.55% | 0.49% | $3.33亿 | 89.0万股 | $2.61亿 | 92.0万股 | -3.0万股-3.23% | 减仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.53% | $3.25亿 | 571.2万股 | $2.86亿 | 585.8万股 | -14.6万股-2.49% | 减仓 |
 联合健康UNH |
| 0.53% | 0.4% | $3.20亿 | 77.1万股 | $2.16亿 | 79.7万股 | -2.6万股-3.31% | 减仓 |
 家得宝HD |
| 0.5% | 0.54% | $2.99亿 | 84.9万股 | $2.86亿 | 87.0万股 | -2.1万股-2.43% | 减仓 |
 宝洁PG |
| 0.48% | 0.55% | $2.91亿 | 198.4万股 | $2.96亿 | 205.0万股 | -6.7万股-3.25% | 减仓 |
 GE VernovaGEV |
| 0.46% | 0.39% | $2.75亿 | 23.4万股 | $2.09亿 | 23.9万股 | -5,244股-2.19% | 减仓 |
 默沙东MRK |
| 0.46% | 0.5% | $2.75亿 | 214.1万股 | $2.65亿 | 220.4万股 | -6.3万股-2.87% | 减仓 |
 可口可乐KO |
| 0.45% | 0.48% | $2.70亿 | 331.7万股 | $2.59亿 | 340.5万股 | -8.8万股-2.58% | 减仓 |
| SSANDISK COMSNDK |
| 0.44% | 0.13% | $2.65亿 | 11.6万股 | $7,172.2万 | 11.3万股 | +3,464股+3.07% | 加仓 |
 雪佛龙CVX |
| 0.44% | 0.64% | $2.63亿 | 158.8万股 | $3.43亿 | 165.9万股 | -7.1万股-4.29% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.67% | $2.62亿 | 366.4万股 | $3.58亿 | 372.0万股 | -5.6万股-1.50% | 减仓 |
 高盛GS |
| 0.41% | 0.41% | $2.50亿 | 24.7万股 | $2.19亿 | 25.9万股 | -1.2万股-4.61% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.42% | $2.41亿 | 133.5万股 | $2.27亿 | 137.0万股 | -3.6万股-2.61% | 减仓 |
 PALO ALTOPANW |
| 0.39% | 0.2% | $2.33亿 | 68.3万股 | $1.07亿 | 66.5万股 | +1.8万股+2.68% | 加仓 |
 德州仪器TXN |
| 0.38% | 0.29% | $2.31亿 | 77.3万股 | $1.54亿 | 79.2万股 | -1.9万股-2.40% | 减仓 |
| IIBMIBM |
| 0.37% | 0.37% | $2.25亿 | 80.1万股 | $1.98亿 | 81.5万股 | -1.5万股-1.80% | 减仓 |
 迈威尔MRVL |
| 0.37% | 0.14% | $2.24亿 | 75.2万股 | $7,444.5万 | 75.2万股 | +700股+0.09% | 加仓 |
 帕兰提尔PLTR |
| 0.37% | 0.53% | $2.23亿 | 190.8万股 | $2.82亿 | 192.5万股 | -1.7万股-0.90% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.36% | 0.41% | $2.20亿 | 265.8万股 | $2.20亿 | 276.2万股 | -10.4万股-3.77% | 减仓 |
 雷神技术RTX |
| 0.36% | 0.43% | $2.19亿 | 115.6万股 | $2.28亿 | 118.3万股 | -2.6万股-2.21% | 减仓 |
 甲骨文ORCL |
| 0.36% | 0.41% | $2.16亿 | 147.7万股 | $2.18亿 | 148.0万股 | -2,842股-0.19% | 减仓 |
 林德LIN |
| 0.34% | 0.38% | $2.06亿 | 39.8万股 | $2.02亿 | 40.8万股 | -1.1万股-2.59% | 减仓 |
| C花旗集团C |
| 0.34% | 0.33% | $2.06亿 | 147.1万股 | $1.76亿 | 155.2万股 | -8.2万股-5.25% | 减仓 |
