这是前后股 这天META 和NFLX 太不给力 把SPMO拉下来了

来源: huahuaflower 于 2025-10-01 12:21:44 [] [旧帖] [给我悄悄话] 阅读数 : (1848 bytes)
回答: 为什么SPMO今天不涨反跌？ 由 高山峻岭流水人家 于 2025-10-01 12:15:13
Rank Recent Holdings (Sep/Oct 2025) Weight % August Holdings (Aug 2025) Weight % (approx.)
1 Broadcom (AVGO) ~9.37% NVIDIA (NVDA) ~10%
2 NVIDIA (NVDA) ~8.77% Meta Platforms (META) ~9%
3 Meta Platforms (META) ~8.76% Amazon (AMZN) ~8%
4 JPMorgan Chase (JPM) ~5.25% Broadcom (AVGO) ~8%
5 Netflix (NFLX) ~4.72% Tesla (TSLA) ~7%
6 Palantir (PLTR) ~4.62% JPMorgan Chase (JPM) ~6%
7 Oracle (ORCL) ~3.79% Walmart (WMT) ~4%
8 Visa (V) ~3.27% Netflix (NFLX) ~4%
9 Walmart (WMT) ~3.17% Palantir (PLTR) ~3%
10 General Electric (GE) ~2.28% Costco (COST) ~3%
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