我查了下 这是它调仓前后的对比

来源: 于 2025-10-06 13:37:56 [旧帖] [给我悄悄话] 本文已被阅读：次
Company (Ticker) Aug 31, 2025 Oct 3, 2025 Δ (pp) Status
NVIDIA (NVDA) 10.91 9.35 -1.56 Stayed
Meta Platforms (META) 8.65 8.35 -0.30 Stayed
Amazon (AMZN) 8.44 — — Dropped
Broadcom (AVGO) 6.04 9.49 +3.45 Stayed
JPMorgan (JPM) 5.21 5.25 +0.04 Stayed
Tesla (TSLA) 4.55 — — Dropped
Walmart (WMT) 4.26 3.20 -1.06 Stayed
Netflix (NFLX) 3.31 4.53 +1.22 Stayed
Palantir (PLTR) 3.26 4.44 +1.18 Stayed
Costco (COST) 2.38 — — Dropped
Oracle (ORCL) — 3.50 — New
Visa (V) — 3.43 — New
GE Aerospace (GE) — 2.25 — New