| SSPDR标普500 ETFSPY |
| 3.72% | 3.36% | $5.91亿 | 79.1万股 | $4.33亿 | 66.6万股 | +12.5万股+18.74% | 加仓 |
 英伟达NVDA |
| 3.48% | 3.5% | $5.53亿 | 276.5万股 | $4.51亿 | 258.8万股 | +17.7万股+6.84% | 加仓 |
 美光科技MU |
| 3.34% | 1.15% | $5.31亿 | 46.0万股 | $1.49亿 | 44.0万股 | +2.0万股+4.56% | 加仓 |
 苹果AAPL |
| 2.8% | 2.88% | $4.46亿 | 154.0万股 | $3.72亿 | 146.4万股 | +7.6万股+5.19% | 加仓 |
 泛林集团LRCX |
| 2.34% | 1.35% | $3.72亿 | 85.8万股 | $1.74亿 | 81.4万股 | +4.5万股+5.49% | 加仓 |
 微软MSFT |
| 2.03% | 2.31% | $3.22亿 | 86.4万股 | $2.98亿 | 80.4万股 | +6.0万股+7.47% | 加仓 |
 AMD超威AMD |
| 2.03% | 0.84% | $3.22亿 | 55.4万股 | $1.08亿 | 52.9万股 | +2.5万股+4.66% | 加仓 |
 博通AVGO |
| 1.96% | 1.87% | $3.11亿 | 82.3万股 | $2.41亿 | 77.9万股 | +4.4万股+5.68% | 加仓 |
 应用材料AMAT |
| 1.9% | 1.1% | $3.02亿 | 41.8万股 | $1.42亿 | 41.6万股 | +2,694股+0.65% | 加仓 |
 亚马逊AMZN |
| 1.72% | 1.73% | $2.73亿 | 114.6万股 | $2.24亿 | 107.4万股 | +7.2万股+6.70% | 加仓 |
 谷歌AGOOGL |
| 1.7% | 1.6% | $2.70亿 | 75.5万股 | $2.07亿 | 71.9万股 | +3.6万股+4.98% | 加仓 |
 Meta平台META |
| 1.26% | 1.46% | $2.01亿 | 35.6万股 | $1.88亿 | 32.9万股 | +2.7万股+8.24% | 加仓 |
 思科CSCO |
| 1.21% | 1% | $1.91亿 | 163.0万股 | $1.29亿 | 166.4万股 | -3.4万股-2.03% | 减仓 |
 特斯拉TSLA |
| 1.13% | 1.11% | $1.79亿 | 42.6万股 | $1.43亿 | 38.6万股 | +4.0万股+10.45% | 加仓 |
 英特尔INTC |
| 1.05% | 0.39% | $1.68亿 | 120.0万股 | $5,056.8万 | 114.6万股 | +5.4万股+4.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.03% | 0.95% | $1.64亿 | 46.3万股 | $1.22亿 | 42.6万股 | +3.8万股+8.87% | 加仓 |
 科磊KLAC |
| 0.98% | 0.56% | $1.55亿 | 51.4万股 | $7,168.4万 | 4.9万股 | +46.5万股+956.03% | 加仓 |
 沃尔玛WMT |
| 0.95% | 1.23% | $1.51亿 | 133.7万股 | $1.58亿 | 127.2万股 | +6.5万股+5.10% | 加仓 |
 迈威尔MRVL |
| 0.92% | 0.36% | $1.47亿 | 49.3万股 | $4,660.7万 | 47.1万股 | +2.3万股+4.82% | 加仓 |
| GGUGGENHEIM FDS TRGCSH |
| 0.85% | — | $1.36亿 | 270.9万股 | $0 | 0股 | +270.9万股 | 新买入 |
 好市多COST |
| 0.84% | 1.04% | $1.33亿 | 14.2万股 | $1.34亿 | 13.5万股 | +7,333股+5.45% | 加仓 |
| Q高通QCOM |
| 0.74% | 0.66% | $1.18亿 | 64.0万股 | $8,544.1万 | 66.3万股 | -2.4万股-3.57% | 减仓 |
 默沙东MRK |
| 0.66% | 0.74% | $1.04亿 | 81.1万股 | $9,561.5万 | 79.5万股 | +1.6万股+2.04% | 加仓 |
| SSANDISK COMSNDK |
| 0.63% | 0.04% | $9,946.0万 | 4.4万股 | $521.9万 | 8,215股 | +3.6万股+432.48% | 加仓 |
 PALO ALTOPANW |
| 0.59% | 0.34% | $9,348.6万 | 27.4万股 | $4,410.1万 | 27.5万股 | -948股-0.34% | 减仓 |
 VisaV |
| 0.59% | 0.64% | $9,304.3万 | 27.1万股 | $8,189.3万 | 27.1万股 | +238股+0.09% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.56% | $8,965.9万 | 12.0万股 | $7,279.2万 | 11.1万股 | +8,285股+7.43% | 加仓 |
 AMGEN COMAMGN |
| 0.53% | 0.62% | $8,481.1万 | 23.4万股 | $7,948.7万 | 22.6万股 | +8,294股+3.67% | 加仓 |
 NETFLIXNFLX |
| 0.52% | 0.75% | $8,193.6万 | 114.8万股 | $9,645.0万 | 100.3万股 | +14.4万股+14.40% | 加仓 |
 WASTE MGMT DELWM |
| 0.52% | 0.67% | $8,186.3万 | 36.7万股 | $8,628.3万 | 37.5万股 | -8,189股-2.18% | 减仓 |
 百事可乐PEP |
| 0.5% | 0.66% | $7,931.4万 | 58.6万股 | $8,542.8万 | 55.0万股 | +3.6万股+6.48% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.48% | 0.46% | $7,661.0万 | 19.3万股 | $5,936.0万 | 18.7万股 | +6,306股+3.38% | 加仓 |
 摩根大通JPM |
| 0.47% | 0.52% | $7,429.6万 | 22.7万股 | $6,722.6万 | 22.9万股 | -1,562股-0.68% | 减仓 |
 BOOKING COMBKNG |
| 0.46% | 0.51% | $7,329.8万 | 41.1万股 | $6,552.5万 | 1.6万股 | +39.6万股+2,542.36% | 加仓 |
 德州仪器TXN |
| 0.45% | 0.34% | $7,213.3万 | 24.2万股 | $4,371.8万 | 22.5万股 | +1.7万股+7.46% | 加仓 |
 强生JNJ |
| 0.44% | 0.57% | $6,963.0万 | 27.4万股 | $7,330.2万 | 30.0万股 | -2.6万股-8.57% | 减仓 |
 帕兰提尔PLTR |
| 0.41% | 0.53% | $6,439.8万 | 55.2万股 | $6,864.1万 | 46.9万股 | +8.3万股+17.63% | 加仓 |
 高盛GS |
| 0.4% | 0.41% | $6,341.4万 | 6.3万股 | $5,316.0万 | 6.3万股 | -137股-0.22% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.39% | 0.45% | $6,222.9万 | 67.6万股 | $5,788.4万 | 62.7万股 | +4.9万股+7.76% | 加仓 |
 万事达MA |
| 0.39% | 0.47% | $6,194.3万 | 12.1万股 | $6,095.8万 | 12.2万股 | -1,393股-1.14% | 减仓 |
| GGUGGENHEIM FDS TRGISC |
| 0.39% | — | $6,166.6万 | 122.7万股 | $0 | 0股 | +122.7万股 | 新买入 |
 西部数据WDC |
| 0.38% | 0.19% | $6,071.4万 | 9.5万股 | $2,420.0万 | 8.9万股 | +5,587股+6.24% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.41% | $5,895.3万 | 23.4万股 | $5,343.8万 | 24.6万股 | -1.1万股-4.65% | 减仓 |
 福泰制药VRTX |
| 0.36% | 0.35% | $5,724.0万 | 11.5万股 | $4,482.6万 | 10.0万股 | +1.5万股+14.79% | 加仓 |
 雪佛龙CVX |
| 0.36% | 0.56% | $5,715.3万 | 34.5万股 | $7,278.6万 | 35.2万股 | -7,003股-1.99% | 减仓 |
 家得宝HD |
| 0.36% | 0.37% | $5,711.6万 | 16.2万股 | $4,706.4万 | 14.3万股 | +1.9万股+13.17% | 加仓 |
 可口可乐KO |
| 0.34% | 0.4% | $5,467.7万 | 67.3万股 | $5,156.1万 | 67.8万股 | -5,214股-0.77% | 减仓 |
| DDOORDASHDASH |
| 0.34% | 0.33% | $5,428.4万 | 29.4万股 | $4,235.6万 | 28.2万股 | +1.2万股+4.28% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.33% | 0.45% | $5,264.0万 | 41.7万股 | $5,804.1万 | 41.6万股 | +203股+0.05% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.33% | 0.44% | $5,236.3万 | 90.5万股 | $5,636.2万 | 97.8万股 | -7.3万股-7.42% | 减仓 |
