 英伟达NVDA |
| 6.27% | 6.27% | $83.12亿 | 4,154.3万股 | $73.25亿 | 4,200.3万股 | -46.0万股-1.09% | 减仓 |
 苹果AAPL |
| 5.47% | 5.61% | $72.56亿 | 2,507.8万股 | $65.53亿 | 2,581.9万股 | -74.1万股-2.87% | 减仓 |
 微软MSFT |
| 3.55% | 4.12% | $47.05亿 | 1,261.3万股 | $48.12亿 | 1,300.0万股 | -38.7万股-2.97% | 减仓 |
 亚马逊AMZN |
| 2.88% | 2.96% | $38.19亿 | 1,602.3万股 | $34.55亿 | 1,658.7万股 | -56.4万股-3.40% | 减仓 |
 谷歌AGOOGL |
| 2.77% | 2.49% | $36.75亿 | 1,028.4万股 | $29.15亿 | 1,013.9万股 | +14.5万股+1.43% | 加仓 |
 博通AVGO |
| 2.32% | 2.17% | $30.79亿 | 815.2万股 | $25.40亿 | 820.7万股 | -5.5万股-0.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.2% | 2.01% | $29.15亿 | 824.9万股 | $23.44亿 | 817.0万股 | +7.9万股+0.97% | 加仓 |
 美光科技MU |
| 1.71% | 0.55% | $22.70亿 | 196.6万股 | $6.43亿 | 190.4万股 | +6.3万股+3.30% | 加仓 |
 Meta平台META |
| 1.62% | 1.88% | $21.45亿 | 380.8万股 | $21.95亿 | 383.7万股 | -2.9万股-0.75% | 减仓 |
 特斯拉TSLA |
| 1.55% | 1.54% | $20.52亿 | 488.0万股 | $18.01亿 | 484.5万股 | +3.5万股+0.72% | 加仓 |
 AMD超威AMD |
| 1.23% | 0.48% | $16.26亿 | 279.9万股 | $5.62亿 | 276.4万股 | +3.5万股+1.27% | 加仓 |
 礼来LLY |
| 1.21% | 1.07% | $15.99亿 | 133.3万股 | $12.50亿 | 135.9万股 | -2.5万股-1.87% | 减仓 |
 摩根大通JPM |
| 1.11% | 1.16% | $14.77亿 | 451.1万股 | $13.57亿 | 461.3万股 | -10.2万股-2.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.07% | 1.17% | $14.12亿 | 282.2万股 | $13.65亿 | 284.9万股 | -2.6万股-0.93% | 减仓 |
 VisaV |
| 0.8% | 0.82% | $10.57亿 | 308.0万股 | $9.53亿 | 315.4万股 | -7.3万股-2.33% | 减仓 |
 英特尔INTC |
| 0.79% | 0.29% | $10.45亿 | 748.1万股 | $3.38亿 | 765.5万股 | -17.4万股-2.28% | 减仓 |
 应用材料AMAT |
| 0.77% | 0.41% | $10.27亿 | 142.0万股 | $4.75亿 | 139.0万股 | +3.0万股+2.14% | 加仓 |
 泛林集团LRCX |
| 0.74% | 0.42% | $9.84亿 | 227.1万股 | $4.91亿 | 229.7万股 | -2.6万股-1.13% | 减仓 |
 强生JNJ |
| 0.72% | 0.8% | $9.60亿 | 378.1万股 | $9.36亿 | 382.9万股 | -4.8万股-1.26% | 减仓 |
 埃克森美孚XOM |
| 0.7% | 1.01% | $9.24亿 | 675.7万股 | $11.76亿 | 692.9万股 | -17.2万股-2.48% | 减仓 |
 卡特彼勒CAT |
| 0.65% | 0.48% | $8.67亿 | 81.4万股 | $5.65亿 | 79.7万股 | +1.7万股+2.12% | 加仓 |
 沃尔玛WMT |
| 0.63% | 0.79% | $8.31亿 | 734.1万股 | $9.23亿 | 742.7万股 | -8.6万股-1.16% | 减仓 |
 思科CSCO |
| 0.62% | 0.48% | $8.23亿 | 700.5万股 | $5.56亿 | 716.7万股 | -16.2万股-2.27% | 减仓 |
 万事达MA |
| 0.58% | 0.65% | $7.73亿 | 150.4万股 | $7.62亿 | 152.5万股 | -2.1万股-1.39% | 减仓 |
 科磊KLAC |
| 0.56% | 0.32% | $7.40亿 | 245.2万股 | $3.70亿 | 25.1万股 | +220.1万股+876.75% | 加仓 |
 好市多COST |
| 0.55% | 0.7% | $7.35亿 | 78.6万股 | $8.13亿 | 81.6万股 | -3.0万股-3.67% | 减仓 |
 艾伯维ABBV |
| 0.52% | 0.54% | $6.88亿 | 273.4万股 | $6.30亿 | 289.8万股 | -16.4万股-5.67% | 减仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.49% | $6.51亿 | 1,141.7万股 | $5.70亿 | 1,168.6万股 | -26.9万股-2.30% | 减仓 |
 家得宝HD |
| 0.47% | 0.51% | $6.26亿 | 177.5万股 | $5.92亿 | 179.9万股 | -2.4万股-1.31% | 减仓 |
 GE航空GE |
| 0.47% | 0.41% | $6.20亿 | 165.8万股 | $4.82亿 | 169.8万股 | -4.0万股-2.34% | 减仓 |
 联合健康UNH |
| 0.46% | 0.34% | $6.08亿 | 146.2万股 | $3.95亿 | 145.8万股 | +3,609股+0.25% | 加仓 |
 GE VernovaGEV |
| 0.41% | 0.35% | $5.42亿 | 46.1万股 | $4.13亿 | 47.3万股 | -1.2万股-2.51% | 减仓 |
 可口可乐KO |
| 0.41% | 0.45% | $5.39亿 | 663.2万股 | $5.24亿 | 689.1万股 | -26.0万股-3.77% | 减仓 |
 宝洁PG |
| 0.39% | 0.45% | $5.23亿 | 356.8万股 | $5.22亿 | 361.1万股 | -4.3万股-1.18% | 减仓 |
 NETFLIXNFLX |
| 0.39% | 0.61% | $5.21亿 | 729.7万股 | $7.11亿 | 739.8万股 | -10.1万股-1.37% | 减仓 |
 雪佛龙CVX |
| 0.38% | 0.55% | $5.06亿 | 305.0万股 | $6.41亿 | 309.8万股 | -4.8万股-1.54% | 减仓 |
 高盛GS |
| 0.37% | 0.36% | $4.91亿 | 48.5万股 | $4.24亿 | 50.1万股 | -1.6万股-3.21% | 减仓 |
 德州仪器TXN |
| 0.37% | 0.28% | $4.90亿 | 164.3万股 | $3.27亿 | 168.3万股 | -3.9万股-2.33% | 减仓 |
 默沙东MRK |
| 0.37% | 0.39% | $4.90亿 | 381.0万股 | $4.57亿 | 379.7万股 | +1.2万股+0.32% | 加仓 |
| SSANDISK COMSNDK |
| 0.37% | 0.12% | $4.88亿 | 21.5万股 | $1.39亿 | 21.9万股 | -3,890股-1.78% | 减仓 |
 PALO ALTOPANW |
| 0.35% | 0.19% | $4.70亿 | 137.9万股 | $2.23亿 | 138.9万股 | -9,831股-0.71% | 减仓 |
 迈威尔MRVL |
| 0.34% | 0.08% | $4.47亿 | 150.0万股 | $9,051.5万 | 91.4万股 | +58.6万股+64.11% | 加仓 |
 甲骨文ORCL |
| 0.34% | 0.39% | $4.46亿 | 304.0万股 | $4.51亿 | 306.8万股 | -2.8万股-0.92% | 减仓 |
| IIBMIBM |
| 0.33% | 0.32% | $4.40亿 | 156.3万股 | $3.79亿 | 156.5万股 | -1,470股-0.09% | 减仓 |
 摩根士丹利MS |
| 0.33% | 0.3% | $4.38亿 | 209.4万股 | $3.54亿 | 214.9万股 | -5.6万股-2.59% | 减仓 |
 帕兰提尔PLTR |
| 0.32% | 0.49% | $4.29亿 | 368.1万股 | $5.67亿 | 387.9万股 | -19.8万股-5.10% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.32% | 0.36% | $4.27亿 | 516.8万股 | $4.26亿 | 534.7万股 | -17.8万股-3.33% | 减仓 |
 林德LIN |
| 0.31% | 0.34% | $4.05亿 | 78.1万股 | $3.93亿 | 79.4万股 | -1.3万股-1.59% | 减仓 |
 西部数据WDC |
| 0.31% | 0.14% | $4.04亿 | 63.3万股 | $1.61亿 | 59.4万股 | +3.9万股+6.53% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.3% | 0.32% | $4.03亿 | 223.0万股 | $3.73亿 | 225.6万股 | -2.6万股-1.17% | 减仓 |
