| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| 英伟达科技 |
NVDA US |
127.73 |
174071.86 |
7.25% |
| 英伟达科技 |
NVDA US |
127.73 |
174071.86 |
7.25% |
| 苹果公司 |
AAPL US |
77.46 |
152651.82 |
6.36% |
| 苹果公司 |
AAPL US |
77.46 |
152651.82 |
6.36% |
| 微软 |
MSFT US |
39.18 |
99528.84 |
4.15% |
| 微软 |
MSFT US |
39.18 |
99528.84 |
4.15% |
| 亚马逊公司 |
AMZN US |
51.62 |
83801.91 |
3.49% |
| 亚马逊 |
AMZN US |
51.62 |
83801.91 |
3.49% |
| 谷歌A |
GOOGL US |
30.92 |
75267.66 |
3.14% |
| 谷歌A |
GOOG L US |
30.92 |
75267.66 |
3.14% |
| 博通 |
AVGO US |
24.97 |
64241.19 |
2.68% |
| 博通 |
AVGO US |
24.97 |
64241.19 |
2.68% |
| 谷歌C |
GOOG US |
24.93 |
59983.58 |
2.50% |
| 谷歌C |
GOOG US |
24.93 |
59983.58 |
2.50% |
| 美光科技 |
MU US |
5.95 |
46756.99 |
1.95% |
| 美光科技 |
MU US |
5.95 |
46756.99 |
1.95% |
| Meta |
META US |
11.58 |
44431.79 |
1.85% |
| Meta |
META US |
11.58 |
44431.79 |
1.85% |
| 特斯拉 |
TSLA US |
14.85 |
42531.96 |
1.77% |
| 特斯拉 |
TSLA US |
14.85 |
42531.96 |
1.77% |
| ADVANCED MICRO DEVICES |
AMD US |
8.60 |
34023.30 |
1.42% |
| 礼来 |
LLY US |
4.17 |
34081.08 |
1.42% |
| 礼来 |
LLY US |
4.17 |
34081.08 |
1.42% |
| 伯克希尔哈撒韦 B |
BRK/B US |
9.67 |
32951.28 |
1.37% |
| 摩根大通 |
JPM US |
14.13 |
31503.82 |
1.31% |
| 英特尔公司 |
INTC US |
24.92 |
23694.60 |
0.99% |
| 强生 |
JNJ US |
12.70 |
21959.36 |
0.92% |
| 应用材料 |
AMAT US |
4.19 |
20609.59 |
0.86% |
| VISA INC-CLASS A SHARES |
V US |
8.75 |
20453.35 |
0.85% |
| 埃克森美孚 |
XOM US |
21.86 |
20354.99 |
0.85% |
| 拉姆研究 |
LRCX US |
6.60 |
19464.86 |
0.81% |
| 沃尔玛 |
WMT US |
23.12 |
17834.98 |
0.74% |
| 卡特彼勒 |
CAT US |
2.43 |
17618.09 |
0.73% |
| 思科 |
CSCO US |
20.83 |
16664.65 |
0.69% |
| 艾伯维 |
ABBV US |
9.32 |
15969.39 |
0.67% |
| 万事达 |
MA US |
4.26 |
14885.37 |
0.62% |
| 好市多批发 |
COST US |
2.34 |
14907.15 |
0.62% |
| 科磊 |
KLAC US |
6.89 |
14156.32 |
0.59% |
| GE航空航天 |
GE US |
5.50 |
14005.76 |
0.58% |
| 美国银行 |
BAC US |
34.43 |
13362.27 |
0.56% |
| 联合健康 |
UNH US |
4.79 |
13557.62 |
0.56% |
| HOME DEPOT INC |
HD US |
5.25 |
12617.58 |
0.53% |
| 宝洁 |
PG US |
12.28 |
12265.05 |
0.51% |
| 晟碟 |
SNDK US |
0.78 |
12094.68 |
0.50% |
| 默沙东 |
MRK US |
13.03 |
11399.58 |
0.48% |
| 可口可乐 |
KO US |
20.42 |
11303.47 |
0.47% |
| GE Vernova |
GEV US |
1.42 |
11340.23 |
0.47% |
| CHEVRON CORP |
CVX US |
9.87 |
11146.26 |
0.46% |
| 高盛集团 |
GS US |
1.56 |
10716.88 |
0.45% |
| 奈飞 |
NFLX US |
22.21 |
10798.98 |
0.45% |
| 菲利普莫里斯国际公司 |
PM US |
8.22 |
10127.62 |
0.42% |
| 德州仪器 |
TXN US |
4.80 |
9743.79 |
0.41% |
| 派拓网络 |
PANW US |
4.28 |
9933.99 |
0.41% |
| IBM |
IBM US |
4.96 |
9493.53 |
0.40% |
| Palantir |
PLTR US |
12.11 |
9621.99 |
0.40% |
| 迈威尔科技 |
MRVL US |
4.62 |
9368.24 |
0.39% |
| 摩根士丹利 |
MS US |
6.32 |
9000.67 |
0.38% |
| WELLS FARGO & CO |
WFC US |
16.14 |
9083.66 |
0.38% |
| 甲骨文公司 |
ORCL US |
8.95 |
8932.13 |
0.37% |
| Linde |
LIN US |
2.44 |
8618.05 |
0.36% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
88.04 |
36.69% |
| 金融 |
27.22 |
11.34% |
| 电信业务 |
22.42 |
9.34% |
| 非日常生活消费品 |
21.56 |
8.98% |
| 医疗保健 |
20.58 |
8.57% |
| 工业 |
19.14 |
7.98% |
| 日常消费品 |
10.58 |
4.41% |
| 能源 |
6.90 |
2.87% |
| 公用事业 |
5.08 |
2.12% |
| 原材料 |
4.24 |
1.77% |
|
