Mildly reallocating profit after the run up

Today's mild reduction to deleverage the portfolio

If you have 100k in hand, and got a choice to invest in below 6,what would be your choice of portfolio allocation?
1).MSFT $Microsoft(MSFT)$
2). Googl$Alphabet(GOOG)$
3). Amazon$Amazon.com(AMZN)$
4). Meta$Meta Platforms, Inc.(META)$
5) Nvidia$NVIDIA(NVDA)$
6). TSM
Can comment your weight of each stock we will get to know which one get high allocation
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