 英伟达NVDA |
| 5.44% | 5.54% | $24.87亿 | 1,243.0万股 | $22.47亿 | 1,288.6万股 | -45.6万股-3.54% | 减仓 |
 苹果AAPL |
| 4.95% | 4.71% | $22.63亿 | 781.9万股 | $19.12亿 | 753.2万股 | +28.7万股+3.81% | 加仓 |
 微软MSFT |
| 3.21% | 3.51% | $14.67亿 | 393.2万股 | $14.22亿 | 384.2万股 | +8.9万股+2.33% | 加仓 |
 亚马逊AMZN |
| 2.96% | 2.8% | $13.52亿 | 567.4万股 | $11.34亿 | 544.6万股 | +22.8万股+4.19% | 加仓 |
 谷歌AGOOGL |
| 2.53% | 2.3% | $11.58亿 | 324.1万股 | $9.35亿 | 325.0万股 | -9,270股-0.29% | 减仓 |
 博通AVGO |
| 2.05% | 1.68% | $9.38亿 | 248.3万股 | $6.83亿 | 220.7万股 | +27.6万股+12.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.96% | 1.85% | $8.98亿 | 254.1万股 | $7.51亿 | 261.7万股 | -7.6万股-2.89% | 减仓 |
 Meta平台META |
| 1.62% | 1.8% | $7.39亿 | 131.2万股 | $7.29亿 | 127.4万股 | +3.8万股+2.98% | 加仓 |
 美光科技MU |
| 1.45% | 0.45% | $6.61亿 | 57.3万股 | $1.82亿 | 53.8万股 | +3.5万股+6.44% | 加仓 |
 特斯拉TSLA |
| 1.22% | 1.2% | $5.58亿 | 132.6万股 | $4.86亿 | 130.8万股 | +1.7万股+1.33% | 加仓 |
 礼来LLY |
| 1.18% | 1.01% | $5.38亿 | 44.9万股 | $4.09亿 | 44.5万股 | +4,050股+0.91% | 加仓 |
 AMD超威AMD |
| 1.01% | 0.38% | $4.62亿 | 79.5万股 | $1.55亿 | 76.3万股 | +3.2万股+4.16% | 加仓 |
 摩根大通JPM |
| 0.99% | 0.97% | $4.51亿 | 137.7万股 | $3.95亿 | 134.2万股 | +3.4万股+2.56% | 加仓 |
 强生JNJ |
| 0.94% | 1% | $4.28亿 | 168.4万股 | $4.04亿 | 165.2万股 | +3.2万股+1.95% | 加仓 |
 VisaV |
| 0.86% | 0.78% | $3.95亿 | 115.0万股 | $3.18亿 | 105.3万股 | +9.7万股+9.21% | 加仓 |
 H WORLDHTHT |
| 0.83% | 1.08% | $3.81亿 | 912.4万股 | $4.39亿 | 873.0万股 | +39.3万股+4.51% | 加仓 |
| N新纪元能源NEE |
| 0.8% | 0.71% | $3.65亿 | 416.0万股 | $2.89亿 | 310.9万股 | +105.1万股+33.81% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 0.79% | 0.9% | $3.63亿 | 476.1万股 | $3.64亿 | 356.5万股 | +119.5万股+33.52% | 加仓 |
 应用材料AMAT |
| 0.78% | 0.41% | $3.54亿 | 49.0万股 | $1.65亿 | 48.3万股 | +6,799股+1.41% | 加仓 |
 联合太平洋铁路UNP |
| 0.76% | 0.74% | $3.47亿 | 127.5万股 | $3.00亿 | 123.7万股 | +3.8万股+3.09% | 加仓 |
 泛林集团LRCX |
| 0.76% | 0.44% | $3.46亿 | 79.9万股 | $1.78亿 | 83.4万股 | -3.5万股-4.23% | 减仓 |
 英特尔INTC |
| 0.75% | 0.25% | $3.43亿 | 245.8万股 | $1.00亿 | 226.9万股 | +18.9万股+8.32% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.74% | $3.43亿 | 68.5万股 | $3.01亿 | 62.9万股 | +5.6万股+8.94% | 加仓 |
 杜克能源DUK |
| 0.75% | 0.86% | $3.43亿 | 270.9万股 | $3.49亿 | 266.4万股 | +4.5万股+1.69% | 加仓 |
 万事达MA |
| 0.71% | 0.82% | $3.26亿 | 63.5万股 | $3.31亿 | 66.2万股 | -2.7万股-4.13% | 减仓 |
 思科CSCO |
| 0.66% | 0.52% | $3.02亿 | 256.7万股 | $2.09亿 | 269.8万股 | -13.1万股-4.84% | 减仓 |
 埃克森美孚XOM |
| 0.65% | 0.96% | $2.98亿 | 218.2万股 | $3.88亿 | 228.9万股 | -10.7万股-4.66% | 减仓 |
 美国电力AEP |
| 0.64% | 0.68% | $2.93亿 | 214.0万股 | $2.75亿 | 210.1万股 | +3.9万股+1.85% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.75% | $2.83亿 | 250.0万股 | $3.03亿 | 243.8万股 | +6.2万股+2.56% | 加仓 |
 卡特彼勒CAT |
| 0.6% | 0.47% | $2.74亿 | 25.7万股 | $1.90亿 | 26.8万股 | -1.1万股-4.25% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.59% | $2.61亿 | 103.9万股 | $2.38亿 | 109.5万股 | -5.6万股-5.14% | 减仓 |
| IiShares安硕信托IVV |
| 0.54% | 0.49% | $2.47亿 | 33.0万股 | $1.99亿 | 30.5万股 | +2.5万股+8.18% | 加仓 |
 好市多COST |
| 0.49% | 0.59% | $2.25亿 | 24.0万股 | $2.39亿 | 24.0万股 | +643股+0.27% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.49% | 0.49% | $2.24亿 | 233.6万股 | $2.01亿 | 242.3万股 | -8.6万股-3.56% | 减仓 |
 科磊KLAC |
| 0.49% | 0.3% | $2.23亿 | 73.8万股 | $1.21亿 | 8.2万股 | +65.6万股+800.79% | 加仓 |
 默沙东MRK |
| 0.49% | 0.47% | $2.22亿 | 172.8万股 | $1.91亿 | 158.6万股 | +14.1万股+8.92% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.48% | 0.52% | $2.21亿 | 274.8万股 | $2.10亿 | 264.2万股 | +10.6万股+4.00% | 加仓 |
 联合健康UNH |
| 0.46% | 0.36% | $2.11亿 | 50.6万股 | $1.48亿 | 54.5万股 | -3.9万股-7.11% | 减仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.41% | $2.11亿 | 369.4万股 | $1.67亿 | 342.1万股 | +27.3万股+7.99% | 加仓 |
 CSX铁路CSX |
| 0.46% | 0.58% | $2.09亿 | 440.1万股 | $2.33亿 | 568.2万股 | -128.1万股-22.55% | 减仓 |
 NETFLIXNFLX |
| 0.45% | 0.68% | $2.08亿 | 290.9万股 | $2.75亿 | 286.2万股 | +4.7万股+1.65% | 加仓 |
 加拿大国家铁路CNI |
| 0.45% | 0.35% | $2.05亿 | 171.9万股 | $1.44亿 | 141.2万股 | +30.7万股+21.75% | 加仓 |
 SEMPRA COMSRE |
| 0.44% | 0.52% | $2.02亿 | 217.6万股 | $2.12亿 | 218.4万股 | -8,200股-0.38% | 减仓 |
 宝洁PG |
| 0.44% | 0.49% | $2.01亿 | 137.1万股 | $1.99亿 | 138.0万股 | -9,168股-0.66% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.44% | 0.48% | $2.01亿 | 11.8万股 | $1.96亿 | 11.4万股 | +4,902股+4.32% | 加仓 |
 ONEOKOKE |
| 0.44% | 0.59% | $2.01亿 | 230.9万股 | $2.39亿 | 264.5万股 | -33.5万股-12.68% | 减仓 |
 德州仪器TXN |
| 0.42% | 0.29% | $1.94亿 | 65.1万股 | $1.16亿 | 59.8万股 | +5.2万股+8.73% | 加仓 |
 GE航空GE |
| 0.42% | 0.37% | $1.90亿 | 50.9万股 | $1.50亿 | 52.7万股 | -1.8万股-3.43% | 减仓 |
 可口可乐KO |
| 0.4% | 0.42% | $1.84亿 | 226.9万股 | $1.71亿 | 224.9万股 | +2.0万股+0.89% | 加仓 |
 FULL TRUCK ALLIANCEYMM |
| 0.4% | 0.4% | $1.82亿 | 2,247.1万股 | $1.60亿 | 1,931.1万股 | +316.1万股+16.37% | 加仓 |
