 英伟达NVDA |
| 6.59% | 6.71% | $3,083.02亿 | 15.41亿股 | $2,683.24亿 | 15.39亿股 | +226.6万股+0.15% | 加仓 |
 苹果AAPL |
| 5.93% | 6.06% | $2,775.27亿 | 9.59亿股 | $2,420.77亿 | 9.54亿股 | +526.0万股+0.55% | 加仓 |
 微软MSFT |
| 3.87% | 4.47% | $1,809.86亿 | 4.85亿股 | $1,786.29亿 | 4.83亿股 | +263.4万股+0.55% | 加仓 |
 亚马逊AMZN |
| 3.24% | 3.29% | $1,515.28亿 | 6.36亿股 | $1,314.55亿 | 6.31亿股 | +458.8万股+0.73% | 加仓 |
 谷歌AGOOGL |
| 2.92% | 2.72% | $1,368.55亿 | 3.83亿股 | $1,087.73亿 | 3.78亿股 | +469.0万股+1.24% | 加仓 |
 博通AVGO |
| 2.5% | 2.39% | $1,167.88亿 | 3.09亿股 | $953.34亿 | 3.08亿股 | +115.3万股+0.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.32% | 2.17% | $1,084.50亿 | 3.07亿股 | $867.07亿 | 3.02亿股 | +467.5万股+1.55% | 加仓 |
 美光科技MU |
| 1.82% | 0.62% | $850.24亿 | 7,366.0万股 | $247.09亿 | 7,313.7万股 | +52.2万股+0.71% | 加仓 |
 Meta平台META |
| 1.73% | 2.04% | $807.99亿 | 1.43亿股 | $813.22亿 | 1.42亿股 | +130.3万股+0.92% | 加仓 |
 特斯拉TSLA |
| 1.65% | 1.7% | $774.00亿 | 1.84亿股 | $679.75亿 | 1.83亿股 | +117.3万股+0.64% | 加仓 |
 礼来LLY |
| 1.37% | 1.23% | $642.04亿 | 5,352.9万股 | $490.81亿 | 5,336.2万股 | +16.7万股+0.31% | 加仓 |
 AMD超威AMD |
| 1.32% | 0.54% | $618.67亿 | 1.07亿股 | $215.51亿 | 1.06亿股 | +56.0万股+0.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.27% | 1.41% | $592.26亿 | 1.18亿股 | $562.66亿 | 1.17亿股 | +94.5万股+0.80% | 加仓 |
 摩根大通JPM |
| 1.13% | 1.22% | $528.92亿 | 1.62亿股 | $486.18亿 | 1.65亿股 | -369.3万股-2.23% | 减仓 |
 强生JNJ |
| 0.85% | 0.96% | $399.31亿 | 1.57亿股 | $382.81亿 | 1.57亿股 | +62.1万股+0.40% | 加仓 |
 英特尔INTC |
| 0.85% | 0.31% | $398.27亿 | 2.85亿股 | $124.45亿 | 2.82亿股 | +321.9万股+1.14% | 加仓 |
 应用材料AMAT |
| 0.8% | 0.44% | $374.86亿 | 5,184.8万股 | $176.29亿 | 5,157.8万股 | +27.1万股+0.52% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 1.15% | $370.14亿 | 2.71亿股 | $460.12亿 | 2.71亿股 | -46.7万股-0.17% | 减仓 |
 VisaV |
| 0.78% | 0.81% | $364.19亿 | 1.06亿股 | $323.41亿 | 1.07亿股 | -85.5万股-0.80% | 减仓 |
 泛林集团LRCX |
| 0.76% | 0.43% | $353.96亿 | 8,168.4万股 | $173.40亿 | 8,115.6万股 | +52.8万股+0.65% | 加仓 |
 沃尔玛WMT |
| 0.69% | 0.89% | $324.32亿 | 2.86亿股 | $354.02亿 | 2.85亿股 | +149.8万股+0.53% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.54% | $320.30亿 | 3,007.8万股 | $214.20亿 | 3,023.4万股 | -15.7万股-0.52% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.63% | $290.38亿 | 1.15亿股 | $249.85亿 | 1.15亿股 | +51.6万股+0.45% | 加仓 |
 思科CSCO |
| 0.61% | 0.47% | $287.53亿 | 2.45亿股 | $189.15亿 | 2.44亿股 | +100.7万股+0.41% | 加仓 |
 好市多COST |
| 0.58% | 0.72% | $271.07亿 | 2,897.7万股 | $287.44亿 | 2,884.7万股 | +12.9万股+0.45% | 加仓 |
 万事达MA |
| 0.57% | 0.65% | $267.70亿 | 5,212.2万股 | $261.51亿 | 5,233.7万股 | -21.5万股-0.41% | 减仓 |
 科磊KLAC |
| 0.55% | 0.31% | $257.43亿 | 8,532.4万股 | $125.44亿 | 851.9万股 | +7,680.4万股+901.53% | 加仓 |
 GE航空GE |
| 0.54% | 0.47% | $254.65亿 | 6,813.7万股 | $188.51亿 | 6,643.2万股 | +170.5万股+2.57% | 加仓 |
 联合健康UNH |
| 0.53% | 0.4% | $246.52亿 | 5,931.2万股 | $159.30亿 | 5,887.1万股 | +44.1万股+0.75% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.5% | $240.36亿 | 4.22亿股 | $199.73亿 | 4.10亿股 | +1,212.4万股+2.96% | 加仓 |
 家得宝HD |
| 0.49% | 0.53% | $229.51亿 | 6,507.6万股 | $212.75亿 | 6,468.8万股 | +38.8万股+0.60% | 加仓 |
 宝洁PG |
| 0.48% | 0.55% | $223.05亿 | 1.52亿股 | $218.18亿 | 1.51亿股 | +106.0万股+0.70% | 加仓 |
| SSANDISK COMSNDK |
| 0.47% | 0.15% | $219.83亿 | 966.8万股 | $60.52亿 | 952.6万股 | +14.2万股+1.49% | 加仓 |
 默沙东MRK |
| 0.44% | 0.48% | $207.30亿 | 1.61亿股 | $193.65亿 | 1.61亿股 | +33.6万股+0.21% | 加仓 |
 GE VernovaGEV |
| 0.44% | 0.38% | $206.21亿 | 1,755.2万股 | $152.90亿 | 1,751.7万股 | +3.5万股+0.20% | 加仓 |
 雪佛龙CVX |
| 0.44% | 0.63% | $203.72亿 | 1.23亿股 | $253.42亿 | 1.22亿股 | +41.5万股+0.34% | 加仓 |
 NETFLIXNFLX |
| 0.42% | 0.66% | $196.37亿 | 2.75亿股 | $263.84亿 | 2.74亿股 | +62.6万股+0.23% | 加仓 |
 可口可乐KO |
| 0.41% | 0.45% | $194.07亿 | 2.39亿股 | $180.58亿 | 2.37亿股 | +134.5万股+0.57% | 加仓 |
 高盛GS |
| 0.4% | 0.39% | $186.35亿 | 1,842.6万股 | $155.55亿 | 1,838.7万股 | +3.9万股+0.21% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.39% | 0.42% | $184.14亿 | 1.02亿股 | $167.25亿 | 1.01亿股 | +62.9万股+0.62% | 加仓 |
 PALO ALTOPANW |
| 0.39% | 0.21% | $181.18亿 | 5,312.9万股 | $84.59亿 | 5,276.6万股 | +36.3万股+0.69% | 加仓 |
 德州仪器TXN |
| 0.38% | 0.29% | $177.18亿 | 5,944.2万股 | $114.50亿 | 5,897.9万股 | +46.3万股+0.78% | 加仓 |
| IIBMIBM |
| 0.37% | 0.37% | $172.62亿 | 6,138.5万股 | $147.48亿 | 6,084.6万股 | +54.0万股+0.89% | 加仓 |
 迈威尔MRVL |
| 0.37% | 0.1% | $172.48亿 | 5,789.9万股 | $38.73亿 | 3,910.5万股 | +1,879.4万股+48.06% | 加仓 |
 帕兰提尔PLTR |
| 0.36% | 0.53% | $170.50亿 | 1.46亿股 | $211.87亿 | 1.45亿股 | +130.0万股+0.90% | 加仓 |
 雷神技术RTX |
| 0.36% | — | $166.86亿 | 8,794.7万股 | $0 | 0股 | +8,794.7万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.35% | 0.4% | $165.20亿 | 2.00亿股 | $159.83亿 | 2.01亿股 | -86.3万股-0.43% | 减仓 |
 甲骨文ORCL |
| 0.35% | 0.41% | $163.83亿 | 1.12亿股 | $163.46亿 | 1.11亿股 | +67.3万股+0.61% | 加仓 |
 摩根士丹利MS |
| 0.35% | 0.32% | $162.43亿 | 7,770.1万股 | $127.90亿 | 7,771.5万股 | -1.4万股-0.02% | 减仓 |
 林德LIN |
| 0.33% | 0.38% | $156.76亿 | 3,020.9万股 | $149.88亿 | 3,023.3万股 | -2.5万股-0.08% | 减仓 |
