 英伟达NVDA |
| 5.9% | 7.04% | $58.90亿 | 2,944.4万股 | $27.40亿 | 1,468.3万股 | +1,476.1万股+100.53% | 加仓 |
 苹果AAPL |
| 4.35% | 4.89% | $43.43亿 | 1,501.5万股 | $19.05亿 | 748.1万股 | +753.4万股+100.71% | 加仓 |
 微软MSFT |
| 3.81% | — | $38.02亿 | 1,019.4万股 | $0 | 0股 | +1,019.4万股 | 新买入 |
 谷歌AGOOGL |
| 3.1% | 3.13% | $30.97亿 | 866.7万股 | $12.16亿 | 500.4万股 | +366.4万股+73.22% | 加仓 |
 亚马逊AMZN |
| 2.88% | 3.4% | $28.76亿 | 1,206.8万股 | $13.24亿 | 602.9万股 | +603.9万股+100.18% | 加仓 |
 博通AVGO |
| 2.11% | 2.04% | $21.08亿 | 558.2万股 | $7.94亿 | 240.6万股 | +317.6万股+132.03% | 加仓 |
 AMD超威AMD |
| 1.67% | 1.34% | $16.70亿 | 287.5万股 | $5.21亿 | 321.8万股 | -34.3万股-10.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.53% | 0.78% | $15.24亿 | 431.5万股 | $3.02亿 | 123.9万股 | +307.6万股+248.36% | 加仓 |
 阿斯利康AZN |
| 1.41% | — | $14.09亿 | 753.6万股 | $0 | 0股 | +753.6万股 | 新买入 |
 Meta平台META |
| 1.33% | 2.38% | $13.25亿 | 235.3万股 | $9.25亿 | 126.0万股 | +109.3万股+86.74% | 加仓 |
 应用材料AMAT |
| 1.31% | 0.27% | $13.06亿 | 180.8万股 | $1.06亿 | 51.7万股 | +129.1万股+249.54% | 加仓 |
 美光科技MU |
| 1.21% | 0.36% | $12.09亿 | 104.7万股 | $1.40亿 | 83.9万股 | +20.8万股+24.76% | 加仓 |
 礼来LLY |
| 1.2% | 1.3% | $12.01亿 | 100.2万股 | $5.08亿 | 66.5万股 | +33.6万股+50.56% | 加仓 |
 泛林集团LRCX |
| 1.08% | 0.87% | $10.79亿 | 249.1万股 | $3.40亿 | 254.2万股 | -5.1万股-1.99% | 减仓 |
 PALO ALTOPANW |
| 1% | 0.79% | $9.97亿 | 292.3万股 | $3.09亿 | 151.9万股 | +140.4万股+92.46% | 加仓 |
 特斯拉TSLA |
| 0.98% | 1.64% | $9.82亿 | 233.4万股 | $6.40亿 | 143.9万股 | +89.5万股+62.19% | 加仓 |
 VisaV |
| 0.82% | 1.05% | $8.17亿 | 238.1万股 | $4.08亿 | 119.4万股 | +118.7万股+99.45% | 加仓 |
 科磊KLAC |
| 0.81% | 0.24% | $8.12亿 | 269.3万股 | $9,442.8万 | 8.8万股 | +260.6万股+2,976.60% | 加仓 |
 台积电TSM |
| 0.81% | 0.75% | $8.08亿 | 169.2万股 | $2.92亿 | 104.5万股 | +64.8万股+62.01% | 加仓 |
 英特尔INTC |
| 0.75% | 0.43% | $7.49亿 | 537.1万股 | $1.65亿 | 493.1万股 | +43.9万股+8.91% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.71% | — | $7.12亿 | 918.0万股 | $0 | 0股 | +918.0万股 | 新买入 |
 好市多COST |
| 0.67% | 0.69% | $6.66亿 | 71.2万股 | $2.70亿 | 29.1万股 | +42.1万股+144.52% | 加仓 |
 迈威尔MRVL |
| 0.6% | — | $6.03亿 | 202.6万股 | $0 | 0股 | +202.6万股 | 新买入 |
| DDEUTSCHE BK |
| 0.58% | — | $5.82亿 | 1,723.6万股 | $0 | 0股 | +1,723.6万股 | 新买入 |
 Arista网络ANET |
| 0.58% | 0.83% | $5.82亿 | 342.5万股 | $3.21亿 | 220.5万股 | +122.0万股+55.35% | 加仓 |
 万事达MA |
| 0.56% | 1.09% | $5.64亿 | 109.8万股 | $4.22亿 | 74.2万股 | +35.5万股+47.82% | 加仓 |
 GE VernovaGEV |
| 0.56% | 0.36% | $5.56亿 | 47.3万股 | $1.40亿 | 22.7万股 | +24.6万股+108.56% | 加仓 |
 CienaCIEN |
| 0.54% | 0.94% | $5.42亿 | 110.5万股 | $3.65亿 | 250.6万股 | -140.1万股-55.89% | 减仓 |
 TJXTJX |
| 0.51% | 0.87% | $5.08亿 | 335.2万股 | $3.37亿 | 233.3万股 | +102.0万股+43.71% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.5% | 0.48% | $4.98亿 | 393.9万股 | $1.88亿 | 169.0万股 | +224.8万股+133.02% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.55% | $4.85亿 | 851.8万股 | $2.14亿 | 415.1万股 | +436.7万股+105.20% | 加仓 |
 美国运通AXP |
| 0.46% | 0.42% | $4.58亿 | 135.5万股 | $1.63亿 | 49.0万股 | +86.5万股+176.30% | 加仓 |
 沃尔玛WMT |
| 0.45% | — | $4.49亿 | 396.7万股 | $0 | 0股 | +396.7万股 | 新买入 |
 直觉外科ISRG |
| 0.45% | 1.11% | $4.49亿 | 112.9万股 | $4.33亿 | 96.9万股 | +16.0万股+16.52% | 加仓 |
 福泰制药VRTX |
| 0.45% | 0.46% | $4.46亿 | 89.8万股 | $1.79亿 | 45.6万股 | +44.2万股+96.76% | 加仓 |
 希捷STX |
| 0.43% | — | $4.34亿 | 45.0万股 | $0 | 0股 | +45.0万股 | 新买入 |
| TTERADYNETER |
| 0.43% | 0.01% | $4.27亿 | 88.4万股 | $202.8万 | 1.5万股 | +86.9万股+5,897.77% | 加仓 |
 ServiceNowNOW |
| 0.42% | 0.8% | $4.23亿 | 425.9万股 | $3.11亿 | 33.8万股 | +392.2万股+1,160.78% | 加仓 |
 强生JNJ |
| 0.42% | 0.26% | $4.21亿 | 165.8万股 | $1.02亿 | 55.2万股 | +110.6万股+200.39% | 加仓 |
 思科CSCO |
| 0.4% | 0.39% | $3.96亿 | 337.4万股 | $1.53亿 | 224.1万股 | +113.2万股+50.52% | 加仓 |
 FERRARI COMRACE |
| 0.39% | — | $3.92亿 | 106.0万股 | $0 | 0股 | +106.0万股 | 新买入 |
 艾伯维ABBV |
| 0.38% | 0.29% | $3.83亿 | 152.1万股 | $1.13亿 | 48.7万股 | +103.4万股+212.38% | 加仓 |
 特灵科技TT |
| 0.38% | — | $3.76亿 | 76.5万股 | $0 | 0股 | +76.5万股 | 新买入 |
 GE航空GE |
| 0.37% | 0.32% | $3.66亿 | 97.9万股 | $1.23亿 | 40.9万股 | +57.0万股+139.53% | 加仓 |
 林德LIN |
| 0.35% | — | $3.54亿 | 68.1万股 | $0 | 0股 | +68.1万股 | 新买入 |
 JFROGFROG |
| 0.35% | — | $3.49亿 | 384.0万股 | $0 | 0股 | +384.0万股 | 新买入 |
| C花旗集团C |
| 0.34% | 0.1% | $3.38亿 | 241.4万股 | $3,946.5万 | 38.9万股 | +202.5万股+520.91% | 加仓 |
 默沙东MRK |
| 0.33% | 0.21% | $3.32亿 | 258.2万股 | $8,210.3万 | 97.8万股 | +160.3万股+163.91% | 加仓 |
 德州仪器TXN |
| 0.33% | 0.34% | $3.31亿 | 110.9万股 | $1.32亿 | 71.6万股 | +39.3万股+54.82% | 加仓 |
| EEVERPURE CL AEVPR |
| 0.33% | 0.77% | $3.28亿 | 416.4万股 | $3.01亿 | 358.6万股 | +57.9万股+16.14% | 加仓 |
