 英伟达NVDA |
| 6.69% | 6.63% | $9.67亿 | 483.5万股 | $8.66亿 | 496.7万股 | -13.2万股-2.66% | 减仓 |
 苹果AAPL |
| 5.62% | 5.87% | $8.14亿 | 281.2万股 | $7.68亿 | 302.4万股 | -21.3万股-7.03% | 减仓 |
 微软MSFT |
| 3.66% | 4.36% | $5.29亿 | 141.8万股 | $5.70亿 | 154.0万股 | -12.2万股-7.94% | 减仓 |
 谷歌AGOOGL |
| 2.95% | 2.57% | $4.26亿 | 119.2万股 | $3.36亿 | 116.7万股 | +2.5万股+2.16% | 加仓 |
 亚马逊AMZN |
| 2.85% | 3.09% | $4.12亿 | 172.7万股 | $4.04亿 | 194.2万股 | -21.5万股-11.05% | 减仓 |
 博通AVGO |
| 2.47% | 2.31% | $3.57亿 | 94.5万股 | $3.02亿 | 97.6万股 | -3.0万股-3.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.36% | 2.07% | $3.41亿 | 96.5万股 | $2.70亿 | 94.2万股 | +2.4万股+2.50% | 加仓 |
 美光科技MU |
| 1.82% | 0.6% | $2.63亿 | 22.8万股 | $7,799.5万 | 23.1万股 | -3,031股-1.31% | 减仓 |
 Meta平台META |
| 1.69% | 1.95% | $2.44亿 | 43.3万股 | $2.55亿 | 44.6万股 | -1.3万股-2.82% | 减仓 |
 特斯拉TSLA |
| 1.66% | 1.66% | $2.41亿 | 57.2万股 | $2.17亿 | 58.3万股 | -1.0万股-1.77% | 减仓 |
 礼来LLY |
| 1.35% | 1.18% | $1.96亿 | 16.3万股 | $1.54亿 | 16.7万股 | -4,152股-2.48% | 减仓 |
 AMD超威AMD |
| 1.32% | 0.51% | $1.91亿 | 32.8万股 | $6,609.0万 | 32.5万股 | +3,265股+1.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.24% | $1.61亿 | 32.2万股 | $1.62亿 | 33.7万股 | -1.5万股-4.55% | 减仓 |
 摩根大通JPM |
| 1.05% | 1.1% | $1.51亿 | 46.2万股 | $1.44亿 | 49.0万股 | -2.8万股-5.81% | 减仓 |
 VisaV |
| 0.84% | 0.82% | $1.21亿 | 35.3万股 | $1.07亿 | 35.4万股 | -259股-0.07% | 减仓 |
 应用材料AMAT |
| 0.82% | 0.42% | $1.18亿 | 16.4万股 | $5,457.4万 | 16.0万股 | +4,140股+2.59% | 加仓 |
 泛林集团LRCX |
| 0.79% | 0.45% | $1.14亿 | 26.3万股 | $5,922.2万 | 27.7万股 | -1.5万股-5.28% | 减仓 |
 英特尔INTC |
| 0.77% | 0.28% | $1.12亿 | 79.9万股 | $3,680.1万 | 83.4万股 | -3.5万股-4.19% | 减仓 |
 强生JNJ |
| 0.76% | 0.83% | $1.10亿 | 43.1万股 | $1.09亿 | 44.5万股 | -1.3万股-3.00% | 减仓 |
 埃克森美孚XOM |
| 0.7% | 1.02% | $1.01亿 | 73.8万股 | $1.34亿 | 78.9万股 | -5.2万股-6.56% | 减仓 |
 卡特彼勒CAT |
| 0.68% | 0.49% | $9,867.2万 | 9.3万股 | $6,340.8万 | 9.0万股 | +3,157股+3.53% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.78% | $8,900.3万 | 78.6万股 | $1.01亿 | 81.5万股 | -2.9万股-3.58% | 减仓 |
 万事达MA |
| 0.61% | 0.65% | $8,856.1万 | 17.2万股 | $8,515.1万 | 17.0万股 | +2,013股+1.18% | 加仓 |
 思科CSCO |
| 0.59% | 0.43% | $8,487.4万 | 72.3万股 | $5,677.4万 | 73.2万股 | -9,150股-1.25% | 减仓 |
 科磊KLAC |
| 0.57% | 0.32% | $8,290.3万 | 27.5万股 | $4,242.3万 | 2.9万股 | +24.6万股+853.69% | 加仓 |
 好市多COST |
| 0.56% | 0.71% | $8,059.1万 | 8.6万股 | $9,319.3万 | 9.4万股 | -7,377股-7.89% | 减仓 |
 GE航空GE |
| 0.55% | 0.48% | $7,974.4万 | 21.3万股 | $6,265.9万 | 22.1万股 | -7,435股-3.37% | 减仓 |
 艾伯维ABBV |
| 0.55% | 0.62% | $7,973.0万 | 31.7万股 | $8,138.7万 | 37.4万股 | -5.7万股-15.33% | 减仓 |
 家得宝HD |
| 0.47% | 0.51% | $6,807.0万 | 19.3万股 | $6,658.2万 | 20.2万股 | -9,437股-4.66% | 减仓 |
| SSANDISK COMSNDK |
| 0.46% | 0.13% | $6,673.6万 | 2.9万股 | $1,679.0万 | 2.6万股 | +2,924股+11.06% | 加仓 |
 联合健康UNH |
| 0.46% | 0.34% | $6,650.5万 | 16.0万股 | $4,433.6万 | 16.4万股 | -3,837股-2.34% | 减仓 |
 GE VernovaGEV |
| 0.45% | 0.38% | $6,567.1万 | 5.6万股 | $5,027.6万 | 5.8万股 | -1,699股-2.95% | 减仓 |
| BBANK OF AMERBAC |
| 0.45% | 0.46% | $6,506.2万 | 114.2万股 | $5,947.5万 | 122.0万股 | -7.8万股-6.41% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.66% | $6,168.4万 | 86.4万股 | $8,562.5万 | 89.1万股 | -2.7万股-2.99% | 减仓 |
 宝洁PG |
| 0.43% | 0.47% | $6,159.8万 | 42.0万股 | $6,103.2万 | 42.3万股 | -2,476股-0.59% | 减仓 |
 可口可乐KO |
| 0.39% | 0.44% | $5,607.0万 | 69.0万股 | $5,789.2万 | 76.1万股 | -7.1万股-9.37% | 减仓 |
 德州仪器TXN |
| 0.39% | 0.26% | $5,588.7万 | 18.7万股 | $3,402.2万 | 17.5万股 | +1.2万股+6.99% | 加仓 |
 默沙东MRK |
| 0.39% | 0.42% | $5,580.8万 | 43.4万股 | $5,516.9万 | 45.9万股 | -2.4万股-5.30% | 减仓 |
 PALO ALTOPANW |
| 0.39% | 0.21% | $5,570.6万 | 16.3万股 | $2,708.5万 | 16.9万股 | -5,595股-3.31% | 减仓 |
 雪佛龙CVX |
| 0.37% | 0.56% | $5,342.6万 | 32.2万股 | $7,353.1万 | 35.5万股 | -3.3万股-9.31% | 减仓 |
 帕兰提尔PLTR |
| 0.37% | 0.54% | $5,290.8万 | 45.3万股 | $7,035.5万 | 48.1万股 | -2.7万股-5.71% | 减仓 |
 迈威尔MRVL |
| 0.36% | 0.03% | $5,232.3万 | 17.6万股 | $424.4万 | 4.3万股 | +13.3万股+309.98% | 加仓 |
 高盛GS |
| 0.35% | 0.35% | $5,115.6万 | 5.1万股 | $4,633.3万 | 5.5万股 | -4,187股-7.64% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | 0.37% | $5,032.1万 | 27.8万股 | $4,799.2万 | 29.0万股 | -1.2万股-4.17% | 减仓 |
 甲骨文ORCL |
| 0.34% | 0.4% | $4,977.9万 | 34.0万股 | $5,249.2万 | 35.7万股 | -1.7万股-4.81% | 减仓 |
| IIBMIBM |
| 0.32% | 0.32% | $4,560.9万 | 16.2万股 | $4,178.8万 | 17.2万股 | -1.0万股-5.92% | 减仓 |
 西部数据WDC |
| 0.31% | 0.14% | $4,541.2万 | 7.1万股 | $1,866.1万 | 6.9万股 | +2,109股+3.06% | 加仓 |
 雷神技术RTX |
| 0.31% | 0.37% | $4,469.5万 | 23.6万股 | $4,769.8万 | 24.7万股 | -1.2万股-4.73% | 减仓 |
 安费诺APH |
| 0.3% | 0.25% | $4,398.2万 | 24.9万股 | $3,285.1万 | 26.0万股 | -1.1万股-4.06% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.3% | 0.35% | $4,362.2万 | 52.8万股 | $4,532.2万 | 56.9万股 | -4.1万股-7.28% | 减仓 |
