$302.70B13F报告持仓市值
11,343持仓明细
10包含的其他管理人
+358新增
3021已增持
1160减持
−532已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| HONA Honeywell Aerospace Inc | $128.20M | 0.1% |
| FELV Fidelity Enhanced Large Cap… | $72.16M | 0.0% |
| SGOV iShares 0-3 Month Treasury… | $53.22M | 0.0% |
| SPCX Space Exploration… | $45.31M | 0.0% |
| TRI Thomson Reuters Corporation | $43.16M | 0.0% |
| WSE Wise Group plc Class A… | $41.29M | 0.0% |
| SBAR | $24.32M | 0.0% |
| KEEL Keel Infrastructure Corp. | $22.41M | 0.0% |
| DRAM Roundhill Memory ETF | $22.07M | 0.0% |
| GOOGN Alphabet Inc. Depository Shs… | $14.61M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +11.3% | $6.12B |
| NVDA NVIDIA Corporation | ▲ Add | +23.0% | $12.27B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +4.5% | $3.71B |
| AAPL Apple Inc. | ▲ Add | +13.6% | $7.32B |
| INTC Intel Corp. | ▲ Add | +0.4% | $2.14B |
| AMZN Amazon.com, Inc. | ▲ Add | +26.5% | $4.55B |
| TSLA Tesla, Inc. | ▲ Add | +53.0% | $3.32B |
| AVGO Broadcom Inc. | ▲ Add | +19.8% | $4.28B |
| AMAT Applied Materials, Inc. | ▲ Add | +16.6% | $2.09B |
| GOOGL Alphabet Inc. | ▲ Add | +14.3% | $4.18B |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。