 英伟达NVDA |
| 3.44% | 3.42% | $189.76亿 | 9,484.8万股 | $164.79亿 | 9,452.1万股 | +32.7万股+0.35% | 加仓 |
 苹果AAPL |
| 3.12% | 3.09% | $172.16亿 | 5,950.4万股 | $148.58亿 | 5,855.4万股 | +95.0万股+1.62% | 加仓 |
 微软MSFT |
| 2.07% | 2.25% | $114.18亿 | 3,061.1万股 | $108.53亿 | 2,932.4万股 | +128.7万股+4.39% | 加仓 |
 亚马逊AMZN |
| 1.81% | 1.69% | $100.12亿 | 4,200.4万股 | $81.26亿 | 3,903.0万股 | +297.4万股+7.62% | 加仓 |
 美光科技MU |
| 1.42% | 0.49% | $78.13亿 | 676.9万股 | $23.52亿 | 696.7万股 | -19.8万股-2.84% | 减仓 |
 谷歌AGOOGL |
| 1.15% | 1.09% | $63.66亿 | 1,781.5万股 | $52.56亿 | 1,828.1万股 | -46.7万股-2.55% | 减仓 |
 Meta平台META |
| 1.15% | 1.24% | $63.60亿 | 1,129.0万股 | $59.65亿 | 1,043.0万股 | +86.0万股+8.25% | 加仓 |
 摩根大通JPM |
| 1.15% | 1.16% | $63.57亿 | 1,941.8万股 | $55.79亿 | 1,896.9万股 | +44.9万股+2.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.88% | $49.86亿 | 1,411.0万股 | $42.18亿 | 1,470.7万股 | -59.7万股-4.06% | 减仓 |
 博通AVGO |
| 0.9% | 0.82% | $49.42亿 | 1,308.4万股 | $39.36亿 | 1,272.3万股 | +36.1万股+2.84% | 加仓 |
 礼来LLY |
| 0.87% | 0.74% | $48.02亿 | 400.3万股 | $35.83亿 | 389.6万股 | +10.7万股+2.76% | 加仓 |
 强生JNJ |
| 0.71% | 0.8% | $39.08亿 | 1,538.6万股 | $38.70亿 | 1,583.3万股 | -44.7万股-2.82% | 减仓 |
 埃克森美孚XOM |
| 0.69% | 1% | $38.12亿 | 2,788.3万股 | $48.13亿 | 2,836.4万股 | -48.1万股-1.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.73% | $37.41亿 | 747.6万股 | $35.13亿 | 733.1万股 | +14.5万股+1.98% | 加仓 |
 VisaV |
| 0.56% | 0.56% | $31.06亿 | 905.2万股 | $26.73亿 | 884.3万股 | +20.9万股+2.37% | 加仓 |
 思科CSCO |
| 0.53% | 0.45% | $29.46亿 | 2,507.7万股 | $21.43亿 | 2,761.5万股 | -253.8万股-9.19% | 减仓 |
 卡特彼勒CAT |
| 0.53% | 0.4% | $29.20亿 | 274.2万股 | $19.45亿 | 274.6万股 | -3,888股-0.14% | 减仓 |
 泛林集团LRCX |
| 0.47% | 0.28% | $25.80亿 | 595.6万股 | $13.48亿 | 631.3万股 | -35.6万股-5.64% | 减仓 |
 英特尔INTC |
| 0.45% | 0.16% | $24.66亿 | 1,767.0万股 | $7.56亿 | 1,715.0万股 | +52.0万股+3.03% | 加仓 |
 AMD超威AMD |
| 0.41% | 0.22% | $22.87亿 | 393.7万股 | $10.46亿 | 514.3万股 | -120.5万股-23.44% | 减仓 |
 默沙东MRK |
| 0.41% | 0.39% | $22.47亿 | 1,748.6万股 | $18.59亿 | 1,545.6万股 | +203.0万股+13.14% | 加仓 |
 万事达MA |
| 0.4% | 0.44% | $21.91亿 | 426.6万股 | $21.11亿 | 422.5万股 | +4.0万股+0.95% | 加仓 |
 阿斯麦ASML |
| 0.4% | 0.28% | $21.81亿 | 109.6万股 | $13.65亿 | 103.4万股 | +6.3万股+6.09% | 加仓 |
 雪佛龙CVX |
| 0.39% | 0.57% | $21.79亿 | 1,314.5万股 | $27.63亿 | 1,335.4万股 | -20.9万股-1.56% | 减仓 |
 特斯拉TSLA |
| 0.39% | 0.4% | $21.51亿 | 511.4万股 | $19.13亿 | 514.6万股 | -3.1万股-0.61% | 减仓 |
 科磊KLAC |
| 0.38% | 0.22% | $21.14亿 | 700.8万股 | $10.54亿 | 71.6万股 | +629.2万股+878.59% | 加仓 |
 宝洁PG |
| 0.36% | 0.35% | $19.92亿 | 1,358.2万股 | $17.04亿 | 1,179.8万股 | +178.4万股+15.12% | 加仓 |
 壳牌SHEL |
| 0.36% | 0.48% | $19.67亿 | 2,536.4万股 | $22.96亿 | 2,469.0万股 | +67.4万股+2.73% | 加仓 |
 联合健康UNH |
| 0.35% | 0.28% | $19.46亿 | 468.2万股 | $13.53亿 | 500.0万股 | -31.8万股-6.35% | 减仓 |
 应用材料AMAT |
| 0.35% | 0.2% | $19.46亿 | 269.1万股 | $9.74亿 | 285.3万股 | -16.1万股-5.65% | 减仓 |
 家得宝HD |
| 0.35% | 0.36% | $19.29亿 | 547.0万股 | $17.16亿 | 521.7万股 | +25.3万股+4.86% | 加仓 |
 WELLTOWER COMWELL |
| 0.35% | 0.34% | $19.25亿 | 847.9万股 | $16.50亿 | 834.5万股 | +13.4万股+1.61% | 加仓 |
 高盛GS |
| 0.34% | 0.32% | $18.94亿 | 187.3万股 | $15.57亿 | 184.1万股 | +3.2万股+1.75% | 加仓 |
 沃尔玛WMT |
| 0.33% | 0.42% | $18.34亿 | 1,619.4万股 | $20.04亿 | 1,612.2万股 | +7.2万股+0.45% | 加仓 |
 艾伯维ABBV |
| 0.33% | 0.33% | $18.21亿 | 723.7万股 | $16.12亿 | 741.1万股 | -17.4万股-2.35% | 减仓 |
| BBANK OF AMERBAC |
| 0.33% | 0.32% | $17.97亿 | 3,153.1万股 | $15.18亿 | 3,113.5万股 | +39.6万股+1.27% | 加仓 |
| IIBMIBM |
| 0.28% | 0.26% | $15.70亿 | 558.4万股 | $12.45亿 | 513.7万股 | +44.7万股+8.70% | 加仓 |
 西部数据WDC |
| 0.28% | 0.14% | $15.64亿 | 244.8万股 | $6.77亿 | 250.3万股 | -5.5万股-2.20% | 减仓 |
| PPROLOGIS COMPLD |
| 0.28% | 0.32% | $15.63亿 | 1,154.0万股 | $15.29亿 | 1,156.5万股 | -2.5万股-0.22% | 减仓 |
 好市多COST |
| 0.28% | 0.35% | $15.48亿 | 165.5万股 | $16.79亿 | 168.5万股 | -3.0万股-1.77% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.28% | 0.31% | $15.45亿 | 1,869.5万股 | $14.70亿 | 1,847.4万股 | +22.1万股+1.20% | 加仓 |
 可口可乐KO |
| 0.27% | 0.3% | $15.12亿 | 1,860.6万股 | $14.31亿 | 1,882.2万股 | -21.6万股-1.15% | 减仓 |
 雷神技术RTX |
| 0.27% | 0.31% | $14.95亿 | 788.3万股 | $14.75亿 | 764.9万股 | +23.3万股+3.05% | 加仓 |
 台积电TSM |
| 0.27% | 0.22% | $14.84亿 | 310.8万股 | $10.52亿 | 311.2万股 | -4,703股-0.15% | 减仓 |
 摩根士丹利MS |
| 0.27% | 0.25% | $14.68亿 | 702.4万股 | $11.91亿 | 723.6万股 | -21.2万股-2.93% | 减仓 |
 GE航空GE |
| 0.27% | 0.18% | $14.66亿 | 392.4万股 | $8.82亿 | 311.0万股 | +81.3万股+26.14% | 加仓 |
 林德LIN |
| 0.26% | 0.28% | $14.58亿 | 280.9万股 | $13.59亿 | 274.1万股 | +6.9万股+2.51% | 加仓 |
 威瑞森VZ |
| 0.26% | 0.34% | $14.25亿 | 3,363.4万股 | $16.43亿 | 3,273.5万股 | +89.9万股+2.74% | 加仓 |
 德州仪器TXN |
| 0.24% | 0.16% | $13.09亿 | 439.2万股 | $7.57亿 | 390.2万股 | +49.0万股+12.55% | 加仓 |
 甲骨文ORCL |
| 0.24% | 0.26% | $13.06亿 | 891.2万股 | $12.63亿 | 858.6万股 | +32.5万股+3.79% | 加仓 |
