 英伟达NVDA |
| 5.36% | 5.48% | $121.31亿 | 6,062.6万股 | $106.46亿 | 6,104.3万股 | -41.7万股-0.68% | 减仓 |
 谷歌AGOOGL |
| 2.66% | 2.59% | $60.19亿 | 1,684.2万股 | $50.30亿 | 1,749.1万股 | -64.9万股-3.71% | 减仓 |
 亚马逊AMZN |
| 2.58% | 2.6% | $58.29亿 | 2,445.5万股 | $50.54亿 | 2,426.9万股 | +18.7万股+0.77% | 加仓 |
 苹果AAPL |
| 2.44% | 3.29% | $55.30亿 | 1,911.2万股 | $63.98亿 | 2,521.1万股 | -609.9万股-24.19% | 减仓 |
 微软MSFT |
| 2.39% | 3.08% | $54.13亿 | 1,451.2万股 | $59.79亿 | 1,615.2万股 | -163.9万股-10.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.41% | 1.39% | $31.97亿 | 904.7万股 | $26.91亿 | 938.1万股 | -33.3万股-3.55% | 减仓 |
 Meta平台META |
| 1.33% | 1.47% | $30.04亿 | 533.3万股 | $28.56亿 | 499.2万股 | +34.0万股+6.81% | 加仓 |
 台积电TSM |
| 1.31% | 1.1% | $29.72亿 | 622.3万股 | $21.46亿 | 634.9万股 | -12.6万股-1.98% | 减仓 |
 博通AVGO |
| 1.31% | 1.52% | $29.64亿 | 784.8万股 | $29.53亿 | 954.1万股 | -169.3万股-17.75% | 减仓 |
 特斯拉TSLA |
| 1.29% | 1.29% | $29.28亿 | 696.1万股 | $25.14亿 | 676.3万股 | +19.9万股+2.94% | 加仓 |
 礼来LLY |
| 1.25% | 0.87% | $28.24亿 | 235.5万股 | $16.98亿 | 184.6万股 | +50.9万股+27.57% | 加仓 |
 美光科技MU |
| 1.08% | 0.29% | $24.48亿 | 212.1万股 | $5.54亿 | 163.9万股 | +48.2万股+29.37% | 加仓 |
 万事达MA |
| 1.07% | 1.38% | $24.21亿 | 471.4万股 | $26.79亿 | 536.2万股 | -64.8万股-12.08% | 减仓 |
 应用材料AMAT |
| 0.96% | 0.62% | $21.72亿 | 300.4万股 | $12.11亿 | 354.4万股 | -54.0万股-15.23% | 减仓 |
 NETFLIXNFLX |
| 0.71% | 0.96% | $16.01亿 | 2,242.4万股 | $18.65亿 | 1,940.2万股 | +302.3万股+15.58% | 加仓 |
 泛林集团LRCX |
| 0.66% | 0.36% | $14.94亿 | 344.8万股 | $7.01亿 | 328.3万股 | +16.5万股+5.02% | 加仓 |
 好市多COST |
| 0.6% | 0.93% | $13.55亿 | 144.8万股 | $18.00亿 | 180.6万股 | -35.8万股-19.83% | 减仓 |
 摩根大通JPM |
| 0.58% | 0.57% | $13.12亿 | 400.8万股 | $10.98亿 | 373.2万股 | +27.7万股+7.42% | 加仓 |
 安费诺APH |
| 0.54% | 0.35% | $12.13亿 | 687.7万股 | $6.71亿 | 530.8万股 | +156.9万股+29.57% | 加仓 |
 AMD超威AMD |
| 0.48% | 0.03% | $10.86亿 | 187.0万股 | $6,381.5万 | 31.4万股 | +155.6万股+496.02% | 加仓 |
 CloudflareNET |
| 0.46% | 0.39% | $10.51亿 | 428.6万股 | $7.48亿 | 362.7万股 | +65.9万股+18.17% | 加仓 |
 VertivVRT |
| 0.46% | 0.43% | $10.48亿 | 312.9万股 | $8.34亿 | 332.6万股 | -19.7万股-5.92% | 减仓 |
 DatadogDDOG |
| 0.43% | 0.23% | $9.77亿 | 375.4万股 | $4.49亿 | 380.5万股 | -5.0万股-1.33% | 减仓 |
 CienaCIEN |
| 0.4% | 0.11% | $9.08亿 | 185.2万股 | $2.08亿 | 53.6万股 | +131.6万股+245.58% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.39% | 0.43% | $8.83亿 | 328.5万股 | $8.29亿 | 359.9万股 | -31.4万股-8.72% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.38% | 0.18% | $8.59亿 | 228.8万股 | $3.41亿 | 122.9万股 | +106.0万股+86.22% | 加仓 |
 直觉外科ISRG |
| 0.35% | 0.5% | $8.01亿 | 201.5万股 | $9.72亿 | 211.0万股 | -9.5万股-4.50% | 减仓 |
 埃克森美孚XOM |
| 0.34% | 0.46% | $7.71亿 | 563.8万股 | $8.92亿 | 525.7万股 | +38.1万股+7.25% | 加仓 |
 强生JNJ |
| 0.33% | 0.36% | $7.48亿 | 294.6万股 | $7.03亿 | 287.8万股 | +6.8万股+2.36% | 加仓 |
 GE VernovaGEV |
| 0.33% | 0.26% | $7.46亿 | 63.5万股 | $5.08亿 | 58.2万股 | +5.3万股+9.19% | 加仓 |
 阿斯麦ASML |
| 0.33% | 0.24% | $7.40亿 | 37.2万股 | $4.76亿 | 36.0万股 | +1.2万股+3.27% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.32% | 0.2% | $7.19亿 | 282.3万股 | $3.97亿 | 263.1万股 | +19.3万股+7.32% | 加仓 |
 康宁GLW |
| 0.29% | 0.03% | $6.61亿 | 258.8万股 | $6,139.8万 | 45.2万股 | +213.7万股+473.22% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.29% | 0.38% | $6.46亿 | 387.8万股 | $7.34亿 | 423.4万股 | -35.7万股-8.42% | 减仓 |
 默沙东MRK |
| 0.28% | 0.34% | $6.25亿 | 486.6万股 | $6.67亿 | 554.8万股 | -68.2万股-12.29% | 减仓 |
 金佰利KMB |
| 0.27% | 0.22% | $6.16亿 | 560.8万股 | $4.28亿 | 443.4万股 | +117.4万股+26.47% | 加仓 |
 科磊KLAC |
| 0.27% | 0.21% | $6.11亿 | 202.4万股 | $4.04亿 | 27.4万股 | +175.0万股+638.17% | 加仓 |
 帕兰提尔PLTR |
| 0.27% | 0.32% | $6.00亿 | 514.6万股 | $6.26亿 | 428.0万股 | +86.5万股+20.22% | 加仓 |
 TJXTJX |
| 0.26% | 0.3% | $5.99亿 | 395.1万股 | $5.80亿 | 363.3万股 | +31.8万股+8.75% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.26% | 0.24% | $5.83亿 | 454.9万股 | $4.61亿 | 414.3万股 | +40.6万股+9.81% | 加仓 |
 联合健康UNH |
| 0.25% | 0.13% | $5.67亿 | 136.3万股 | $2.59亿 | 95.8万股 | +40.5万股+42.24% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.25% | 0.52% | $5.58亿 | 140.6万股 | $10.08亿 | 316.7万股 | -176.2万股-55.62% | 减仓 |
 阿里拉姆制药ALNY |
| 0.25% | 0.31% | $5.58亿 | 185.4万股 | $5.96亿 | 180.2万股 | +5.2万股+2.86% | 加仓 |
 新思科技SNPS |
| 0.25% | 0.13% | $5.58亿 | 125.1万股 | $2.49亿 | 62.7万股 | +62.4万股+99.54% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.25% | 0.28% | $5.56亿 | 367.7万股 | $5.36亿 | 340.6万股 | +27.1万股+7.95% | 加仓 |
 AVANTIS INTLNGG |
| 0.24% | 0.22% | $5.48亿 | 613.9万股 | $4.27亿 | 502.7万股 | +111.1万股+22.10% | 加仓 |
 卡特彼勒CAT |
| 0.24% | 0.24% | $5.46亿 | 51.3万股 | $4.64亿 | 65.5万股 | -14.2万股-21.73% | 减仓 |
 威廉姆斯WMB |
| 0.24% | 0.24% | $5.37亿 | 722.3万股 | $4.70亿 | 645.7万股 | +76.6万股+11.87% | 加仓 |
 威瑞森VZ |
| 0.23% | 0.29% | $5.30亿 | 1,251.8万股 | $5.55亿 | 1,105.3万股 | +146.5万股+13.25% | 加仓 |
| VVIASATVSAT |
| 0.23% | 0.14% | $5.15亿 | 573.7万股 | $2.63亿 | 573.7万股 | -39股-0.00% | 减仓 |
