 英伟达NVDA |
| 7.58% | 8.31% | $35.11亿 | 1,754.9万股 | $33.14亿 | 1,900.4万股 | -145.5万股-7.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.51% | 4.92% | $25.52亿 | 722.2万股 | $19.61亿 | 683.6万股 | +38.6万股+5.64% | 加仓 |
 苹果AAPL |
| 5.2% | 5.81% | $24.08亿 | 832.3万股 | $23.18亿 | 913.2万股 | -80.9万股-8.86% | 减仓 |
 微软MSFT |
| 4.12% | 5.55% | $19.08亿 | 511.6万股 | $22.11亿 | 597.3万股 | -85.7万股-14.35% | 减仓 |
 亚马逊AMZN |
| 3.3% | 3.43% | $15.29亿 | 641.6万股 | $13.69亿 | 657.3万股 | -15.6万股-2.38% | 减仓 |
 博通AVGO |
| 3.06% | 2.99% | $14.15亿 | 374.5万股 | $11.94亿 | 385.6万股 | -11.1万股-2.88% | 减仓 |
 Meta平台META |
| 1.97% | 2.11% | $9.14亿 | 162.2万股 | $8.41亿 | 147.1万股 | +15.1万股+10.29% | 加仓 |
 美光科技MU |
| 1.96% | 0.73% | $9.06亿 | 78.4万股 | $2.90亿 | 86.0万股 | -7.5万股-8.74% | 减仓 |
 应用材料AMAT |
| 1.95% | 0.31% | $9.03亿 | 124.9万股 | $1.23亿 | 36.0万股 | +89.0万股+247.28% | 加仓 |
 摩根大通JPM |
| 1.69% | 1.69% | $7.80亿 | 238.4万股 | $6.72亿 | 228.5万股 | +9.9万股+4.34% | 加仓 |
 泛林集团LRCX |
| 1.51% | 0.84% | $6.98亿 | 161.1万股 | $3.33亿 | 156.0万股 | +5.0万股+3.23% | 加仓 |
 礼来LLY |
| 1.41% | 1.33% | $6.54亿 | 54.5万股 | $5.30亿 | 57.6万股 | -3.1万股-5.42% | 减仓 |
 AMD超威AMD |
| 1.33% | 0.55% | $6.14亿 | 105.7万股 | $2.21亿 | 108.7万股 | -2.9万股-2.71% | 减仓 |
| C花旗集团C |
| 1.01% | 1% | $4.68亿 | 334.4万股 | $3.98亿 | 350.8万股 | -16.3万股-4.65% | 减仓 |
| BBANK OF AMERBAC |
| 0.86% | 1.01% | $3.97亿 | 697.4万股 | $4.03亿 | 827.3万股 | -129.9万股-15.70% | 减仓 |
 康宁GLW |
| 0.84% | 0.48% | $3.91亿 | 153.1万股 | $1.93亿 | 142.1万股 | +11.1万股+7.81% | 加仓 |
 摩根士丹利MS |
| 0.76% | 0.75% | $3.52亿 | 168.5万股 | $2.99亿 | 181.4万股 | -12.9万股-7.12% | 减仓 |
 英特尔INTC |
| 0.76% | 0.31% | $3.52亿 | 252.3万股 | $1.23亿 | 277.7万股 | -25.5万股-9.17% | 减仓 |
 强生JNJ |
| 0.73% | 0.78% | $3.36亿 | 132.2万股 | $3.10亿 | 126.9万股 | +5.3万股+4.16% | 加仓 |
 谷歌AGOOGL |
| 0.7% | 0.72% | $3.24亿 | 90.6万股 | $2.88亿 | 100.3万股 | -9.7万股-9.64% | 减仓 |
 联合健康UNH |
| 0.68% | 0.53% | $3.15亿 | 75.8万股 | $2.12亿 | 78.4万股 | -2.6万股-3.36% | 减仓 |
 高盛GS |
| 0.68% | 0.7% | $3.14亿 | 31.0万股 | $2.78亿 | 32.9万股 | -1.8万股-5.58% | 减仓 |
 科磊KLAC |
| 0.61% | 0.23% | $2.81亿 | 93.1万股 | $9,039.5万 | 6.1万股 | +87.0万股+1,416.98% | 加仓 |
 迪士尼DIS |
| 0.59% | 0.3% | $2.73亿 | 283.7万股 | $1.21亿 | 125.4万股 | +158.3万股+126.20% | 加仓 |
 NETFLIXNFLX |
| 0.59% | 0.32% | $2.71亿 | 379.5万股 | $1.27亿 | 132.6万股 | +246.9万股+186.28% | 加仓 |
 GE VernovaGEV |
| 0.58% | 0.5% | $2.70亿 | 23.0万股 | $1.98亿 | 22.7万股 | +2,812股+1.24% | 加仓 |
 林德LIN |
| 0.58% | 0.65% | $2.69亿 | 51.7万股 | $2.61亿 | 52.6万股 | -8,161股-1.55% | 减仓 |
 VisaV |
| 0.57% | 0.59% | $2.66亿 | 77.5万股 | $2.35亿 | 77.7万股 | -1,773股-0.23% | 减仓 |
 特斯拉TSLA |
| 0.54% | 1.07% | $2.52亿 | 59.9万股 | $4.28亿 | 115.1万股 | -55.2万股-47.95% | 减仓 |
 卡特彼勒CAT |
| 0.53% | 0.41% | $2.47亿 | 23.2万股 | $1.62亿 | 22.9万股 | +2,214股+0.97% | 加仓 |
 百时美施贵宝BMY |
| 0.53% | 0.61% | $2.46亿 | 426.4万股 | $2.43亿 | 400.9万股 | +25.5万股+6.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.59% | $2.44亿 | 48.8万股 | $2.35亿 | 49.1万股 | -2,995股-0.61% | 减仓 |
 WELLTOWER COMWELL |
| 0.51% | 0.53% | $2.35亿 | 103.7万股 | $2.11亿 | 106.6万股 | -2.9万股-2.69% | 减仓 |
 万事达MA |
| 0.48% | 0.56% | $2.21亿 | 43.1万股 | $2.23亿 | 44.6万股 | -1.5万股-3.29% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.48% | 0.14% | $2.21亿 | 51.2万股 | $5,657.8万 | 34.5万股 | +16.7万股+48.41% | 加仓 |
 赛富时CRM |
| 0.47% | 0.57% | $2.19亿 | 139.6万股 | $2.28亿 | 122.2万股 | +17.4万股+14.27% | 加仓 |
| FFLEXFLEX |
| 0.46% | 0.32% | $2.11亿 | 130.2万股 | $1.29亿 | 196.6万股 | -66.3万股-33.74% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.45% | 0.94% | $2.08亿 | 164.4万股 | $3.73亿 | 268.0万股 | -103.6万股-38.65% | 减仓 |
 第一资本COF |
| 0.44% | 0.48% | $2.04亿 | 101.5万股 | $1.91亿 | 104.9万股 | -3.4万股-3.26% | 减仓 |
 美国合众银行USB |
| 0.44% | 0.25% | $2.02亿 | 335.3万股 | $9,821.7万 | 188.8万股 | +146.4万股+77.53% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.43% | 0.39% | $2.01亿 | 209.3万股 | $1.56亿 | 215.6万股 | -6.4万股-2.95% | 减仓 |
 辉瑞PFE |
| 0.43% | 0.6% | $2.01亿 | 832.7万股 | $2.38亿 | 847.2万股 | -14.5万股-1.71% | 减仓 |
 思科CSCO |
| 0.43% | 0.38% | $2.00亿 | 170.0万股 | $1.51亿 | 195.2万股 | -25.2万股-12.92% | 减仓 |
 卡地纳健康CAH |
| 0.42% | 0.46% | $1.93亿 | 81.4万股 | $1.83亿 | 86.5万股 | -5.1万股-5.90% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.42% | 0.16% | $1.92亿 | 95.3万股 | $6,460.1万 | 30.9万股 | +64.4万股+208.47% | 加仓 |
 甲骨文ORCL |
| 0.4% | 0.47% | $1.85亿 | 126.3万股 | $1.88亿 | 127.5万股 | -1.2万股-0.93% | 减仓 |
| TTERADYNETER |
| 0.39% | 0.26% | $1.79亿 | 37.0万股 | $1.03亿 | 34.9万股 | +2.2万股+6.24% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.38% | 0.36% | $1.77亿 | 202.9万股 | $1.42亿 | 211.5万股 | -8.6万股-4.09% | 减仓 |
 迈威尔MRVL |
| 0.38% | 0.06% | $1.75亿 | 58.8万股 | $2,577.6万 | 26.0万股 | +32.8万股+126.03% | 加仓 |
 金佰利KMB |
| 0.37% | 0.41% | $1.73亿 | 157.4万股 | $1.64亿 | 169.6万股 | -12.2万股-7.20% | 减仓 |
