 英伟达NVDA |
| 5.89% | 6.15% | $23.66亿 | 1,182.5万股 | $21.10亿 | 1,209.6万股 | -27.1万股-2.24% | 减仓 |
 苹果AAPL |
| 5.41% | 5.42% | $21.72亿 | 750.6万股 | $18.59亿 | 732.5万股 | +18.1万股+2.48% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.46% | 3.52% | $13.89亿 | 2,327.6万股 | $12.06亿 | 2,230.9万股 | +96.7万股+4.33% | 加仓 |
 微软MSFT |
| 3.37% | 3.82% | $13.52亿 | 362.3万股 | $13.09亿 | 353.5万股 | +8.8万股+2.49% | 加仓 |
 亚马逊AMZN |
| 2.93% | 2.91% | $11.78亿 | 494.1万股 | $9.98亿 | 479.3万股 | +14.7万股+3.08% | 加仓 |
 谷歌AGOOGL |
| 2.64% | 2.44% | $10.62亿 | 297.1万股 | $8.35亿 | 290.5万股 | +6.6万股+2.26% | 加仓 |
 博通AVGO |
| 2.17% | 2.03% | $8.72亿 | 230.8万股 | $6.97亿 | 225.2万股 | +5.6万股+2.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.09% | 2.03% | $8.41亿 | 237.9万股 | $6.95亿 | 242.2万股 | -4.3万股-1.77% | 减仓 |
 美光科技MU |
| 1.66% | 0.55% | $6.66亿 | 57.7万股 | $1.90亿 | 56.1万股 | +1.6万股+2.83% | 加仓 |
 Meta平台META |
| 1.58% | 1.81% | $6.33亿 | 112.4万股 | $6.22亿 | 108.7万股 | +3.7万股+3.40% | 加仓 |
 特斯拉TSLA |
| 1.51% | 1.53% | $6.06亿 | 144.0万股 | $5.24亿 | 140.8万股 | +3.1万股+2.23% | 加仓 |
 礼来LLY |
| 1.22% | 1.07% | $4.91亿 | 41.0万股 | $3.68亿 | 40.0万股 | +9,407股+2.35% | 加仓 |
 AMD超威AMD |
| 1.21% | 0.48% | $4.85亿 | 83.4万股 | $1.65亿 | 81.2万股 | +2.3万股+2.78% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.08% | 1.13% | $4.35亿 | 490.9万股 | $3.87亿 | 468.9万股 | +22.0万股+4.69% | 加仓 |
 摩根大通JPM |
| 0.93% | 1.03% | $3.75亿 | 114.6万股 | $3.52亿 | 119.5万股 | -5.0万股-4.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 0.9% | $3.33亿 | 66.6万股 | $3.07亿 | 64.2万股 | +2.4万股+3.77% | 加仓 |
 英特尔INTC |
| 0.78% | 0.29% | $3.14亿 | 224.9万股 | $9,934.3万 | 225.1万股 | -2,385股-0.11% | 减仓 |
 VisaV |
| 0.73% | 0.74% | $2.94亿 | 85.7万股 | $2.54亿 | 84.0万股 | +1.7万股+2.05% | 加仓 |
 应用材料AMAT |
| 0.73% | 0.39% | $2.94亿 | 40.6万股 | $1.35亿 | 39.6万股 | +1.0万股+2.63% | 加仓 |
 强生JNJ |
| 0.73% | 0.8% | $2.93亿 | 115.4万股 | $2.75亿 | 112.4万股 | +2.9万股+2.61% | 加仓 |
 泛林集团LRCX |
| 0.69% | 0.39% | $2.77亿 | 63.9万股 | $1.34亿 | 62.7万股 | +1.3万股+2.00% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 0.97% | $2.72亿 | 199.1万股 | $3.34亿 | 196.8万股 | +2.4万股+1.20% | 加仓 |
 沃尔玛WMT |
| 0.59% | 0.74% | $2.37亿 | 209.7万股 | $2.54亿 | 204.3万股 | +5.4万股+2.63% | 加仓 |
 思科CSCO |
| 0.59% | 0.45% | $2.37亿 | 201.8万股 | $1.53亿 | 197.1万股 | +4.7万股+2.38% | 加仓 |
 卡特彼勒CAT |
| 0.59% | 0.45% | $2.37亿 | 22.2万股 | $1.54亿 | 21.8万股 | +4,429股+2.03% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.56% | $2.27亿 | 90.4万股 | $1.92亿 | 88.2万股 | +2.2万股+2.50% | 加仓 |
 万事达MA |
| 0.53% | 0.61% | $2.14亿 | 41.7万股 | $2.10亿 | 42.0万股 | -3,052股-0.73% | 减仓 |
 好市多COST |
| 0.53% | 0.64% | $2.12亿 | 22.6万股 | $2.20亿 | 22.1万股 | +5,110股+2.31% | 加仓 |
 科磊KLAC |
| 0.5% | 0.28% | $2.02亿 | 67.1万股 | $9,646.8万 | 6.6万股 | +60.5万股+923.76% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.42% | $1.97亿 | 346.2万股 | $1.43亿 | 293.6万股 | +52.6万股+17.92% | 加仓 |
 联合健康UNH |
| 0.48% | 0.36% | $1.93亿 | 46.4万股 | $1.22亿 | 45.2万股 | +1.2万股+2.58% | 加仓 |
 WELLTOWER COMWELL |
| 0.47% | 0.46% | $1.88亿 | 82.8万股 | $1.58亿 | 80.0万股 | +2.8万股+3.55% | 加仓 |
 GE航空GE |
| 0.47% | 0.41% | $1.87亿 | 50.0万股 | $1.39亿 | 49.2万股 | +8,026股+1.63% | 加仓 |
| N新纪元能源NEE |
| 0.46% | 0.55% | $1.83亿 | 208.3万股 | $1.87亿 | 201.4万股 | +6.9万股+3.42% | 加仓 |
 家得宝HD |
| 0.45% | 0.48% | $1.80亿 | 50.9万股 | $1.63亿 | 49.7万股 | +1.3万股+2.58% | 加仓 |
 宝洁PG |
| 0.43% | 0.49% | $1.74亿 | 118.7万股 | $1.68亿 | 116.6万股 | +2.1万股+1.81% | 加仓 |
 默沙东MRK |
| 0.4% | 0.43% | $1.62亿 | 126.3万股 | $1.49亿 | 123.8万股 | +2.5万股+2.02% | 加仓 |
 联合太平洋铁路UNP |
| 0.4% | 0.41% | $1.61亿 | 59.2万股 | $1.40亿 | 57.9万股 | +1.3万股+2.32% | 加仓 |
 可口可乐KO |
| 0.4% | 0.45% | $1.61亿 | 197.9万股 | $1.55亿 | 203.3万股 | -5.4万股-2.66% | 减仓 |
 NETFLIXNFLX |
| 0.38% | 0.59% | $1.53亿 | 214.9万股 | $2.03亿 | 211.1万股 | +3.7万股+1.76% | 加仓 |
 GE VernovaGEV |
| 0.38% | 0.32% | $1.51亿 | 12.9万股 | $1.10亿 | 12.6万股 | +2,461股+1.95% | 加仓 |
| PPROLOGIS COMPLD |
| 0.37% | 0.42% | $1.48亿 | 109.3万股 | $1.43亿 | 108.0万股 | +1.3万股+1.18% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.37% | 0.33% | $1.47亿 | 71.1万股 | $1.13亿 | 69.6万股 | +1.5万股+2.14% | 加仓 |
 雪佛龙CVX |
| 0.37% | 0.54% | $1.47亿 | 88.5万股 | $1.85亿 | 89.3万股 | -7,954股-0.89% | 减仓 |
 阿斯利康AZN |
| 0.36% | 0.44% | $1.44亿 | 77.0万股 | $1.51亿 | 77.1万股 | -1,044股-0.14% | 减仓 |
 PALO ALTOPANW |
| 0.35% | 0.19% | $1.42亿 | 41.5万股 | $6,454.7万 | 40.3万股 | +1.2万股+3.06% | 加仓 |
 德州仪器TXN |
| 0.35% | 0.26% | $1.39亿 | 46.7万股 | $8,811.6万 | 45.4万股 | +1.3万股+2.79% | 加仓 |
 迈威尔MRVL |
| 0.32% | 0.12% | $1.30亿 | 43.7万股 | $4,183.0万 | 42.2万股 | +1.5万股+3.45% | 加仓 |
 甲骨文ORCL |
| 0.32% | 0.37% | $1.29亿 | 88.3万股 | $1.26亿 | 85.9万股 | +2.4万股+2.77% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.32% | 0.33% | $1.27亿 | 70.4万股 | $1.13亿 | 68.5万股 | +1.9万股+2.78% | 加仓 |
