Company Research

美国市值前 100 公司基金经理深度分析

以 2026-05-09 市值快照为基础,逐家公司从业务质量、竞争格局、财务质量、估值逻辑、风险和组合定位进行中文投研分析。

100 篇文章 · 数据快照:2026-05-09
#1
NVDA
NVIDIA
$5.230 T
#2
GOOG
Alphabet (Google)
$4.810 T
#3
AAPL
Apple
$4.308 T
#4
MSFT
Microsoft
$3.083 T
#5
AMZN
Amazon
$2.933 T
#6
AVGO
Broadcom
$2.035 T
#7
TSLA
Tesla
$1.608 T
#8
META
Meta Platforms (Facebook)
$1.547 T
#9
WMT
Walmart
$1.039 T
#10
BRK-B
Berkshire Hathaway
$1.026 T
#11
LLY
Eli Lilly
$845.77 B
#12
MU
Micron Technology
$842.20 B
#13
JPM
JPMorgan Chase
$809.48 B
#14
AMD
AMD
$742.23 B
#15
INTC
Intel
$627.84 B
#16
V
Visa
$606.25 B
#17
XOM
Exxon Mobil
$599.23 B
#18
ORCL
Oracle
$563.56 B
#19
JNJ
Johnson & Johnson
$532.76 B
#20
COST
Costco
$447.55 B
#21
MA
Mastercard
$437.79 B
#22
CAT
Caterpillar
$413.35 B
#23
CSCO
Cisco
$381.44 B
#24
NFLX
Netflix
$368.40 B
#25
LRCX
Lam Research
$367.73 B
#26
BAC
Bank of America
$364.12 B
#27
CVX
Chevron
$359.06 B
#28
ABBV
AbbVie
$356.49 B
#29
AMAT
Applied Materials
$345.56 B
#30
UNH
UnitedHealth
$345.07 B
#31
PG
Procter & Gamble
$340.95 B
#32
KO
Coca-Cola
$337.40 B
#33
PLTR
Palantir
$330.34 B
#34
HD
Home Depot
$316.18 B
#35
GE
General Electric
$310.47 B
#36
MS
Morgan Stanley
$304.55 B
#37
GEV
GE Vernova
$279.50 B
#38
GS
Goldman Sachs
$276.26 B
#39
MRK
Merck
$275.08 B
#40
PM
Philip Morris International
$266.49 B
#41
TXN
Texas Instruments
$261.92 B
#42
KLAC
KLA
$244.16 B
#43
RTX
RTX
$237.13 B
#44
WFC
Wells Fargo
$231.47 B
#45
SNDK
Sandisk
$231.36 B
#46
QCOM
QUALCOMM
$230.92 B
#47
C
Citigroup
$219.62 B
#48
IBM
IBM
$215.94 B
#49
AXP
American Express
$215.63 B
#50
PEP
Pepsico
$211.35 B
#51
TMUS
T-Mobile US
$209.54 B
#52
ADI
Analog Devices
$203.34 B
#53
VZ
Verizon
$197.19 B
#54
MCD
McDonald's
$196.01 B
#55
NEE
Nextera Energy
$194.14 B
#56
DIS
Walt Disney
$187.57 B
#57
BA
Boeing
$187.11 B
#58
AMGN
Amgen
$179.11 B
#59
ANET
Arista Networks
$178.51 B
#60
T
AT&T
$174.82 B
#61
TMO
Thermo Fisher Scientific
$172.80 B
#62
TJX
TJX Companies
$169.58 B
#63
DELL
Dell
$169.34 B
#64
PANW
Palo Alto Networks
$168.59 B
#65
BLK
BlackRock
$168.40 B
#66
WDC
Western Digital
$165.44 B
#67
GILD
Gilead Sciences
$163.00 B
#68
GLW
Corning
$160.88 B
#69
ISRG
Intuitive Surgical
$159.39 B
#70
APH
Amphenol
$157.50 B
#71
APP
AppLovin
$157.40 B
#72
UNP
Union Pacific Corporation
$157.12 B
#73
DE
Deere & Company (John Deere)
$155.26 B
#74
SCHW
Charles Schwab
$155.26 B
#75
UBER
Uber
$153.58 B
#76
SCCO
Southern Copper
$153.06 B
#77
WELL
Welltower
$151.51 B
#78
BX
Blackstone Group
$151.27 B
#79
MRVL
Marvell Technology
$148.77 B
#80
CRM
Salesforce
$148.73 B
#81
ABT
Abbott Laboratories
$146.86 B
#82
PFE
Pfizer
$146.36 B
#83
IBKR
Interactive Brokers
$143.53 B
#84
COP
ConocoPhillips
$138.72 B
#85
HON
Honeywell
$135.04 B
#86
PLD
Prologis
$134.34 B
#87
CRWD
CrowdStrike
$134.33 B
#88
VRT
Vertiv Holdings
$130.58 B
#89
BKNG
Booking Holdings (Booking.com)
$128.57 B
#90
LOW
Lowe's Companies
$128.36 B
#91
NEM
Newmont
$124.38 B
#92
SPGI
S&P Global
$124.35 B
#93
DHR
Danaher
$121.14 B
#94
COF
Capital One
$120.16 B
#95
SBUX
Starbucks
$119.58 B
#96
LMT
Lockheed Martin
$116.78 B
#97
CVS
CVS Health
$115.53 B
#98
BMY
Bristol-Myers Squibb
$114.68 B
#99
MO
Altria Group
$113.75 B
#100
PGR
Progressive
$113.36 B