 英伟达NVDA |
| 6.81% | 7.16% | $130.28亿 | 6,511.0万股 | $124.37亿 | 7,131.5万股 | -620.5万股-8.70% | 减仓 |
 苹果AAPL |
| 6.26% | 6.3% | $119.82亿 | 4,140.8万股 | $109.47亿 | 4,313.5万股 | -172.7万股-4.00% | 减仓 |
 微软MSFT |
| 3.88% | 4.41% | $74.22亿 | 1,989.7万股 | $76.71亿 | 2,072.2万股 | -82.5万股-3.98% | 减仓 |
 亚马逊AMZN |
| 3.4% | 3.38% | $65.06亿 | 2,729.9万股 | $58.81亿 | 2,823.6万股 | -93.7万股-3.32% | 减仓 |
 谷歌AGOOGL |
| 3.07% | 2.83% | $58.68亿 | 1,642.1万股 | $49.11亿 | 1,708.0万股 | -65.9万股-3.86% | 减仓 |
 博通AVGO |
| 2.5% | 2.35% | $47.92亿 | 1,268.6万股 | $40.91亿 | 1,321.9万股 | -53.3万股-4.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.41% | 2.36% | $46.06亿 | 1,303.7万股 | $40.97亿 | 1,428.1万股 | -124.4万股-8.71% | 减仓 |
 美光科技MU |
| 1.92% | 0.64% | $36.71亿 | 318.1万股 | $11.16亿 | 330.3万股 | -12.2万股-3.70% | 减仓 |
 Meta平台META |
| 1.82% | 2.1% | $34.89亿 | 619.4万股 | $36.57亿 | 639.3万股 | -19.9万股-3.11% | 减仓 |
 特斯拉TSLA |
| 1.74% | 1.77% | $33.39亿 | 793.8万股 | $30.84亿 | 829.6万股 | -35.9万股-4.32% | 减仓 |
 礼来LLY |
| 1.42% | 1.25% | $27.17亿 | 226.5万股 | $21.69亿 | 235.8万股 | -9.3万股-3.95% | 减仓 |
 AMD超威AMD |
| 1.4% | 0.56% | $26.71亿 | 459.8万股 | $9.72亿 | 477.8万股 | -18.0万股-3.76% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.11% | $19.63亿 | 392.2万股 | $19.34亿 | 403.7万股 | -11.4万股-2.83% | 减仓 |
 英特尔INTC |
| 0.9% | 0.34% | $17.30亿 | 1,239.1万股 | $5.85亿 | 1,326.3万股 | -87.2万股-6.57% | 减仓 |
 强生JNJ |
| 0.9% | 0.99% | $17.25亿 | 679.3万股 | $17.28亿 | 707.1万股 | -27.7万股-3.92% | 减仓 |
 VisaV |
| 0.85% | 0.86% | $16.27亿 | 474.1万股 | $14.95亿 | 494.7万股 | -20.6万股-4.16% | 减仓 |
 应用材料AMAT |
| 0.85% | 0.46% | $16.18亿 | 223.8万股 | $7.95亿 | 232.7万股 | -8.9万股-3.81% | 减仓 |
 埃克森美孚XOM |
| 0.84% | 1.21% | $16.03亿 | 1,172.3万股 | $21.00亿 | 1,237.6万股 | -65.3万股-5.28% | 减仓 |
 泛林集团LRCX |
| 0.8% | 0.45% | $15.26亿 | 352.2万股 | $7.88亿 | 368.6万股 | -16.4万股-4.45% | 减仓 |
 沃尔玛WMT |
| 0.73% | 0.92% | $14.01亿 | 1,236.7万股 | $15.99亿 | 1,286.5万股 | -49.8万股-3.87% | 减仓 |
 卡特彼勒CAT |
| 0.73% | 0.56% | $13.98亿 | 131.2万股 | $9.73亿 | 137.3万股 | -6.1万股-4.44% | 减仓 |
 思科CSCO |
| 0.68% | 0.52% | $13.09亿 | 1,114.1万股 | $9.00亿 | 1,159.6万股 | -45.5万股-3.92% | 减仓 |
 艾伯维ABBV |
| 0.66% | 0.65% | $12.55亿 | 498.9万股 | $11.28亿 | 518.7万股 | -19.8万股-3.82% | 减仓 |
 万事达MA |
| 0.62% | 0.71% | $11.86亿 | 231.0万股 | $12.42亿 | 248.5万股 | -17.5万股-7.06% | 减仓 |
 好市多COST |
| 0.61% | 0.75% | $11.71亿 | 125.1万股 | $12.98亿 | 130.3万股 | -5.1万股-3.94% | 减仓 |
 科磊KLAC |
| 0.58% | 0.33% | $11.15亿 | 369.7万股 | $5.68亿 | 38.6万股 | +331.1万股+858.74% | 加仓 |
 阿斯利康AZN |
| 0.58% | 0.69% | $11.06亿 | 593.4万股 | $12.03亿 | 617.5万股 | -24.0万股-3.89% | 减仓 |
 GE航空GE |
| 0.58% | 0.51% | $11.01亿 | 294.7万股 | $8.78亿 | 309.6万股 | -14.9万股-4.80% | 减仓 |
 联合健康UNH |
| 0.56% | 0.41% | $10.64亿 | 256.0万股 | $7.19亿 | 265.8万股 | -9.8万股-3.70% | 减仓 |
 家得宝HD |
| 0.52% | 0.55% | $9.91亿 | 280.9万股 | $9.61亿 | 292.2万股 | -11.2万股-3.85% | 减仓 |
 宝洁PG |
| 0.5% | 0.57% | $9.61亿 | 655.5万股 | $9.91亿 | 685.8万股 | -30.3万股-4.42% | 减仓 |
 默沙东MRK |
| 0.47% | 0.5% | $8.96亿 | 697.3万股 | $8.76亿 | 728.4万股 | -31.1万股-4.27% | 减仓 |
 GE VernovaGEV |
| 0.47% | 0.4% | $8.93亿 | 76.0万股 | $6.95亿 | 79.6万股 | -3.6万股-4.52% | 减仓 |
 可口可乐KO |
| 0.46% | 0.52% | $8.88亿 | 1,092.6万股 | $9.12亿 | 1,199.3万股 | -106.7万股-8.90% | 减仓 |
 NETFLIXNFLX |
| 0.44% | 0.69% | $8.48亿 | 1,187.6万股 | $11.96亿 | 1,243.6万股 | -55.9万股-4.50% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.42% | 0.43% | $7.95亿 | 439.6万股 | $7.55亿 | 456.8万股 | -17.3万股-3.78% | 减仓 |
 PALO ALTOPANW |
| 0.41% | 0.22% | $7.80亿 | 228.7万股 | $3.80亿 | 237.2万股 | -8.4万股-3.55% | 减仓 |
 德州仪器TXN |
| 0.4% | 0.3% | $7.65亿 | 256.8万股 | $5.18亿 | 266.7万股 | -9.9万股-3.70% | 减仓 |
| IIBMIBM |
| 0.39% | 0.38% | $7.44亿 | 264.6万股 | $6.65亿 | 274.3万股 | -9.8万股-3.55% | 减仓 |
 雷神技术RTX |
| 0.38% | 0.44% | $7.20亿 | 379.6万股 | $7.59亿 | 393.5万股 | -13.9万股-3.52% | 减仓 |
 帕兰提尔PLTR |
| 0.37% | 0.56% | $7.17亿 | 614.3万股 | $9.81亿 | 670.4万股 | -56.2万股-8.38% | 减仓 |
 迈威尔MRVL |
| 0.37% | 0.14% | $7.16亿 | 240.5万股 | $2.47亿 | 248.9万股 | -8.4万股-3.39% | 减仓 |
 甲骨文ORCL |
| 0.37% | 0.43% | $7.13亿 | 486.7万股 | $7.44亿 | 505.9万股 | -19.2万股-3.80% | 减仓 |
 林德LIN |
| 0.35% | 0.39% | $6.78亿 | 130.7万股 | $6.79亿 | 137.0万股 | -6.3万股-4.63% | 减仓 |
| SSANDISK COMSNDK |
| 0.35% | 0.1% | $6.63亿 | 29.1万股 | $1.76亿 | 27.7万股 | +1.4万股+5.07% | 加仓 |
 西部数据WDC |
| 0.33% | 0.16% | $6.23亿 | 97.6万股 | $2.71亿 | 100.3万股 | -2.7万股-2.72% | 减仓 |
 安费诺APH |
| 0.32% | 0.26% | $6.11亿 | 346.8万股 | $4.54亿 | 359.2万股 | -12.5万股-3.47% | 减仓 |
 希捷STX |
| 0.31% | 0.14% | $5.94亿 | 61.6万股 | $2.50亿 | 63.9万股 | -2.3万股-3.65% | 减仓 |
 康宁GLW |
| 0.3% | 0.19% | $5.72亿 | 224.1万股 | $3.25亿 | 239.0万股 | -15.0万股-6.25% | 减仓 |
| Q高通QCOM |
| 0.29% | 0.23% | $5.56亿 | 300.9万股 | $4.02亿 | 312.0万股 | -11.0万股-3.54% | 减仓 |
