 英伟达NVDA |
| 5.11% | 5.07% | $4.57亿 | 228.4万股 | $4.32亿 | 247.7万股 | -19.3万股-7.81% | 减仓 |
 苹果AAPL |
| 4.77% | 4.75% | $4.26亿 | 147.4万股 | $4.05亿 | 159.4万股 | -12.0万股-7.55% | 减仓 |
 微软MSFT |
| 3.08% | 3.47% | $2.75亿 | 73.8万股 | $2.95亿 | 79.7万股 | -5.9万股-7.39% | 减仓 |
 亚马逊AMZN |
| 2.58% | 2.55% | $2.31亿 | 96.7万股 | $2.17亿 | 104.2万股 | -7.5万股-7.17% | 减仓 |
 谷歌AGOOGL |
| 2.28% | 2.08% | $2.04亿 | 57.0万股 | $1.77亿 | 61.6万股 | -4.6万股-7.44% | 减仓 |
 博通AVGO |
| 1.92% | 1.79% | $1.71亿 | 45.4万股 | $1.52亿 | 49.2万股 | -3.8万股-7.76% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.83% | 1.68% | $1.63亿 | 46.2万股 | $1.43亿 | 49.7万股 | -3.6万股-7.18% | 减仓 |
 美光科技MU |
| 1.52% | 0.51% | $1.36亿 | 11.8万股 | $4,369.4万 | 12.9万股 | -1.1万股-8.80% | 减仓 |
 Meta平台META |
| 1.4% | 1.6% | $1.25亿 | 22.3万股 | $1.36亿 | 23.8万股 | -1.6万股-6.61% | 减仓 |
 特斯拉TSLA |
| 1.32% | 1.31% | $1.18亿 | 28.0万股 | $1.12亿 | 30.0万股 | -2.0万股-6.75% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.1% | 1.19% | $9,871.9万 | 19.7万股 | $1.01亿 | 21.1万股 | -1.4万股-6.68% | 减仓 |
 摩根大通JPM |
| 1.08% | 1.09% | $9,612.1万 | 29.4万股 | $9,261.3万 | 31.5万股 | -2.1万股-6.73% | 减仓 |
 AMD超威AMD |
| 1.05% | 0.42% | $9,417.6万 | 16.2万股 | $3,544.0万 | 17.4万股 | -1.2万股-6.94% | 减仓 |
 礼来LLY |
| 0.91% | 0.8% | $8,142.8万 | 6.8万股 | $6,801.1万 | 7.4万股 | -6,054股-8.19% | 减仓 |
 英特尔INTC |
| 0.81% | 0.3% | $7,209.8万 | 51.6万股 | $2,585.9万 | 58.6万股 | -7.0万股-11.88% | 减仓 |
 埃克森美孚XOM |
| 0.78% | 1.11% | $6,946.5万 | 50.8万股 | $9,422.3万 | 55.5万股 | -4.7万股-8.51% | 减仓 |
 强生JNJ |
| 0.77% | 0.85% | $6,839.7万 | 26.9万股 | $7,237.5万 | 29.6万股 | -2.7万股-9.04% | 减仓 |
 卡特彼勒CAT |
| 0.75% | 0.57% | $6,658.9万 | 6.3万股 | $4,892.4万 | 6.9万股 | -6,526股-9.45% | 减仓 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 0.67% | 0.52% | $5,955.9万 | 54.8万股 | $4,438.4万 | 62.6万股 | -7.7万股-12.38% | 减仓 |
 VisaV |
| 0.64% | 0.65% | $5,746.3万 | 16.7万股 | $5,495.7万 | 18.2万股 | -1.4万股-7.89% | 减仓 |
 应用材料AMAT |
| 0.64% | 0.35% | $5,713.0万 | 7.9万股 | $2,946.0万 | 8.6万股 | -7,175股-8.32% | 减仓 |
 泛林集团LRCX |
| 0.6% | 0.34% | $5,360.4万 | 12.4万股 | $2,885.8万 | 13.5万股 | -1.1万股-8.41% | 减仓 |
 思科CSCO |
| 0.59% | 0.44% | $5,231.1万 | 44.5万股 | $3,776.1万 | 48.7万股 | -4.1万股-8.49% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.55% | $5,092.4万 | 20.2万股 | $4,672.4万 | 21.5万股 | -1.2万股-5.80% | 减仓 |
 沃尔玛WMT |
| 0.54% | 0.67% | $4,785.6万 | 42.3万股 | $5,733.0万 | 46.1万股 | -3.9万股-8.40% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.53% | 0.36% | $4,768.1万 | 23.6万股 | $3,081.8万 | 25.1万股 | -1.4万股-5.74% | 减仓 |
 好市多COST |
| 0.51% | 0.6% | $4,524.6万 | 4.8万股 | $5,131.2万 | 5.1万股 | -3,128股-6.07% | 减仓 |
| SSchwab Strategic TrSWTSX |
| 0.48% | 0.43% | $4,277.9万 | 235.0万股 | $3,697.3万 | 235.0万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.47% | 0.45% | $4,206.4万 | 73.8万股 | $3,858.9万 | 79.2万股 | -5.3万股-6.74% | 减仓 |
 雪佛龙CVX |
| 0.47% | 0.66% | $4,199.2万 | 25.3万股 | $5,628.5万 | 27.2万股 | -1.9万股-6.88% | 减仓 |
 GE航空GE |
| 0.46% | 0.4% | $4,127.2万 | 11.0万股 | $3,381.0万 | 11.9万股 | -8,714股-7.31% | 减仓 |
 万事达MA |
| 0.46% | 0.51% | $4,110.4万 | 8.0万股 | $4,329.4万 | 8.7万股 | -6,616股-7.64% | 减仓 |
 科磊KLAC |
| 0.45% | 0.25% | $3,998.4万 | 13.3万股 | $2,150.1万 | 1.5万股 | +11.8万股+807.59% | 加仓 |
 宝洁PG |
| 0.44% | 0.49% | $3,965.7万 | 27.0万股 | $4,176.7万 | 28.9万股 | -1.9万股-6.48% | 减仓 |
 家得宝HD |
| 0.42% | 0.44% | $3,744.4万 | 10.6万股 | $3,782.9万 | 11.5万股 | -8,850股-7.69% | 减仓 |
 联合健康UNH |
| 0.39% | 0.29% | $3,516.5万 | 8.5万股 | $2,463.5万 | 9.1万股 | -6,436股-7.07% | 减仓 |
| IIBMIBM |
| 0.39% | 0.37% | $3,491.8万 | 12.4万股 | $3,179.7万 | 13.1万股 | -7,011股-5.34% | 减仓 |
 林德LIN |
| 0.38% | 0.41% | $3,358.4万 | 6.5万股 | $3,487.7万 | 7.0万股 | -5,634股-8.01% | 减仓 |
 高盛GS |
| 0.36% | 0.35% | $3,255.6万 | 3.2万股 | $2,983.9万 | 3.5万股 | -3,081股-8.74% | 减仓 |
 可口可乐KO |
| 0.36% | 0.39% | $3,216.0万 | 39.6万股 | $3,284.1万 | 43.2万股 | -3.6万股-8.37% | 减仓 |
| SSANDISK COMSNDK |
| 0.35% | 0.11% | $3,096.6万 | 1.4万股 | $953.5万 | 1.5万股 | -1,389股-9.26% | 减仓 |
 GE VernovaGEV |
| 0.34% | 0.29% | $3,061.6万 | 2.6万股 | $2,455.3万 | 2.8万股 | -2,069股-7.36% | 减仓 |
 NETFLIXNFLX |
| 0.33% | 0.5% | $2,925.4万 | 41.0万股 | $4,230.2万 | 44.0万股 | -3.0万股-6.87% | 减仓 |
 默沙东MRK |
| 0.33% | 0.35% | $2,904.7万 | 22.6万股 | $2,951.1万 | 24.5万股 | -1.9万股-7.86% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.32% | 0.35% | $2,888.2万 | 34.9万股 | $3,006.2万 | 37.8万股 | -2.8万股-7.45% | 减仓 |
 德州仪器TXN |
| 0.32% | 0.23% | $2,815.2万 | 9.4万股 | $1,980.7万 | 10.2万股 | -7,579股-7.43% | 减仓 |
| C花旗集团C |
| 0.31% | 0.29% | $2,748.3万 | 19.6万股 | $2,477.3万 | 21.8万股 | -2.2万股-10.10% | 减仓 |
 摩根士丹利MS |
| 0.31% | 0.27% | $2,725.8万 | 13.0万股 | $2,321.8万 | 14.1万股 | -1.1万股-7.57% | 减仓 |
| N新纪元能源NEE |
| 0.29% | 0.35% | $2,611.7万 | 29.8万股 | $2,953.2万 | 31.8万股 | -2.0万股-6.41% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.29% | 0.22% | $2,556.0万 | 24.6万股 | $1,877.3万 | 19.3万股 | +5.3万股+27.30% | 加仓 |
