 英伟达NVDA |
| 7.52% | 7.58% | $13.79亿 | 689.4万股 | $11.54亿 | 661.8万股 | +27.6万股+4.17% | 加仓 |
 苹果AAPL |
| 6.59% | 6.67% | $12.10亿 | 418.1万股 | $10.15亿 | 399.8万股 | +18.2万股+4.56% | 加仓 |
 微软MSFT |
| 4.3% | 4.92% | $7.89亿 | 211.4万股 | $7.49亿 | 202.2万股 | +9.2万股+4.55% | 加仓 |
 亚马逊AMZN |
| 3.62% | 3.64% | $6.64亿 | 278.6万股 | $5.54亿 | 266.0万股 | +12.6万股+4.73% | 加仓 |
 谷歌AGOOGL |
| 3.25% | 2.99% | $5.96亿 | 166.9万股 | $4.56亿 | 158.6万股 | +8.3万股+5.26% | 加仓 |
 博通AVGO |
| 2.77% | 2.63% | $5.09亿 | 134.8万股 | $4.00亿 | 129.1万股 | +5.6万股+4.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.59% | 2.4% | $4.75亿 | 134.5万股 | $3.65亿 | 127.4万股 | +7.2万股+5.62% | 加仓 |
 美光科技MU |
| 2.02% | 0.68% | $3.71亿 | 32.1万股 | $1.04亿 | 30.7万股 | +1.4万股+4.72% | 加仓 |
 Meta平台META |
| 1.92% | 2.24% | $3.52亿 | 62.5万股 | $3.41亿 | 59.6万股 | +2.9万股+4.94% | 加仓 |
 特斯拉TSLA |
| 1.84% | 1.87% | $3.37亿 | 80.1万股 | $2.85亿 | 76.6万股 | +3.5万股+4.62% | 加仓 |
 礼来LLY |
| 1.47% | 1.3% | $2.70亿 | 22.5万股 | $1.98亿 | 21.6万股 | +9,355股+4.33% | 加仓 |
 AMD超威AMD |
| 1.47% | 0.59% | $2.70亿 | 46.4万股 | $9,033.0万 | 44.4万股 | +2.0万股+4.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.42% | 1.57% | $2.61亿 | 52.2万股 | $2.39亿 | 49.9万股 | +2.2万股+4.49% | 加仓 |
 摩根大通JPM |
| 1.36% | 1.42% | $2.50亿 | 76.3万股 | $2.16亿 | 73.4万股 | +2.8万股+3.87% | 加仓 |
 英特尔INTC |
| 1.02% | 0.37% | $1.88亿 | 134.5万股 | $5,643.1万 | 127.9万股 | +6.6万股+5.16% | 加仓 |
 强生JNJ |
| 0.95% | 1.05% | $1.74亿 | 68.5万股 | $1.60亿 | 65.6万股 | +2.9万股+4.40% | 加仓 |
 应用材料AMAT |
| 0.89% | 0.49% | $1.63亿 | 22.6万股 | $7,388.3万 | 21.6万股 | +9,726股+4.50% | 加仓 |
 VisaV |
| 0.88% | 0.91% | $1.62亿 | 47.2万股 | $1.38亿 | 45.8万股 | +1.5万股+3.18% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.27% | $1.61亿 | 118.0万股 | $1.93亿 | 113.8万股 | +4.2万股+3.66% | 加仓 |
 泛林集团LRCX |
| 0.84% | 0.48% | $1.54亿 | 35.6万股 | $7,266.5万 | 34.0万股 | +1.6万股+4.66% | 加仓 |
 沃尔玛WMT |
| 0.77% | 0.97% | $1.41亿 | 124.8万股 | $1.48亿 | 119.4万股 | +5.4万股+4.52% | 加仓 |
 卡特彼勒CAT |
| 0.76% | 0.59% | $1.40亿 | 13.1万股 | $8,977.5万 | 12.7万股 | +4,383股+3.46% | 加仓 |
 思科CSCO |
| 0.72% | 0.55% | $1.32亿 | 112.4万股 | $8,349.2万 | 107.6万股 | +4.8万股+4.48% | 加仓 |
 艾伯维ABBV |
| 0.69% | 0.69% | $1.27亿 | 50.3万股 | $1.05亿 | 48.1万股 | +2.2万股+4.48% | 加仓 |
 好市多COST |
| 0.64% | 0.79% | $1.18亿 | 12.6万股 | $1.20亿 | 12.1万股 | +5,395股+4.46% | 加仓 |
 万事达MA |
| 0.64% | 0.73% | $1.18亿 | 23.0万股 | $1.11亿 | 22.2万股 | +7,869股+3.55% | 加仓 |
 科磊KLAC |
| 0.61% | 0.35% | $1.12亿 | 37.2万股 | $5,256.2万 | 3.6万股 | +33.6万股+941.56% | 加仓 |
 GE航空GE |
| 0.6% | 0.53% | $1.11亿 | 29.7万股 | $8,105.6万 | 28.6万股 | +1.1万股+3.97% | 加仓 |
 联合健康UNH |
| 0.59% | 0.44% | $1.07亿 | 25.8万股 | $6,675.5万 | 24.7万股 | +1.2万股+4.78% | 加仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.58% | $1.06亿 | 185.8万股 | $8,809.8万 | 180.7万股 | +5.1万股+2.83% | 加仓 |
 家得宝HD |
| 0.54% | 0.59% | $9,998.8万 | 28.4万股 | $8,917.0万 | 27.1万股 | +1.2万股+4.57% | 加仓 |
 宝洁PG |
| 0.53% | 0.6% | $9,719.4万 | 66.3万股 | $9,142.1万 | 63.3万股 | +3.0万股+4.72% | 加仓 |
| SSANDISK COMSNDK |
| 0.52% | 0.17% | $9,584.2万 | 4.2万股 | $2,553.9万 | 4.0万股 | +1,954股+4.86% | 加仓 |
 默沙东MRK |
| 0.49% | 0.53% | $9,033.6万 | 70.3万股 | $8,131.2万 | 67.6万股 | +2.7万股+4.00% | 加仓 |
 GE VernovaGEV |
| 0.49% | 0.42% | $8,986.3万 | 7.6万股 | $6,407.5万 | 7.3万股 | +3,083股+4.20% | 加仓 |
 可口可乐KO |
| 0.49% | 0.53% | $8,957.5万 | 110.2万股 | $8,018.5万 | 105.4万股 | +4.8万股+4.53% | 加仓 |
 雪佛龙CVX |
| 0.48% | 0.69% | $8,832.9万 | 53.3万股 | $1.06亿 | 51.1万股 | +2.2万股+4.38% | 加仓 |
 NETFLIXNFLX |
| 0.47% | 0.73% | $8,557.7万 | 119.9万股 | $1.11亿 | 115.0万股 | +4.9万股+4.23% | 加仓 |
 高盛GS |
| 0.46% | 0.45% | $8,492.5万 | 8.4万股 | $6,910.4万 | 8.2万股 | +2,286股+2.80% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 0.46% | $8,025.6万 | 44.4万股 | $7,009.7万 | 42.4万股 | +2.0万股+4.64% | 加仓 |
 PALO ALTOPANW |
| 0.43% | 0.23% | $7,872.2万 | 23.1万股 | $3,528.3万 | 22.0万股 | +1.1万股+4.89% | 加仓 |
 德州仪器TXN |
| 0.42% | 0.32% | $7,721.4万 | 25.9万股 | $4,798.5万 | 24.7万股 | +1.2万股+4.81% | 加仓 |
 帕兰提尔PLTR |
| 0.42% | 0.6% | $7,625.0万 | 65.4万股 | $9,100.5万 | 62.2万股 | +3.1万股+5.05% | 加仓 |
| IIBMIBM |
| 0.41% | 0.41% | $7,523.1万 | 26.8万股 | $6,170.5万 | 25.5万股 | +1.3万股+5.09% | 加仓 |
 迈威尔MRVL |
| 0.4% | — | $7,423.9万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
 雷神技术RTX |
| 0.4% | 0.46% | $7,272.7万 | 38.3万股 | $7,051.8万 | 36.6万股 | +1.8万股+4.86% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.39% | 0.44% | $7,198.3万 | 87.1万股 | $6,705.2万 | 84.2万股 | +2.9万股+3.42% | 加仓 |
 摩根士丹利MS |
| 0.39% | 0.35% | $7,132.6万 | 34.1万股 | $5,392.2万 | 32.8万股 | +1.4万股+4.14% | 加仓 |
 甲骨文ORCL |
| 0.39% | 0.45% | $7,078.3万 | 48.3万股 | $6,793.8万 | 46.2万股 | +2.1万股+4.58% | 加仓 |
 林德LIN |
| 0.37% | 0.41% | $6,829.4万 | 13.2万股 | $6,304.7万 | 12.7万股 | +4,430股+3.48% | 加仓 |
