 英伟达NVDA |
| 6.28% | 5.97% | $5.21亿 | 261.9万股 | $4.35亿 | 251.2万股 | +10.7万股+4.26% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 6.16% | 9.37% | $5.11亿 | 679.7万股 | $6.83亿 | 761.8万股 | -82.1万股-10.78% | 减仓 |
 微软MSFT |
| 5.89% | 4.81% | $4.88亿 | 131.5万股 | $3.51亿 | 95.5万股 | +36.0万股+37.67% | 加仓 |
 苹果AAPL |
| 4.31% | 3.89% | $3.57亿 | 124.0万股 | $2.84亿 | 112.6万股 | +11.4万股+10.10% | 加仓 |
 谷歌AGOOGL |
| 3.61% | 2.9% | $2.99亿 | 84.5万股 | $2.11亿 | 74.3万股 | +10.3万股+13.82% | 加仓 |
 亚马逊AMZN |
| 3.37% | 3.23% | $2.80亿 | 118.0万股 | $2.36亿 | 114.4万股 | +3.6万股+3.12% | 加仓 |
 博通AVGO |
| 3.07% | 2.8% | $2.55亿 | 67.9万股 | $2.04亿 | 66.4万股 | +1.5万股+2.28% | 加仓 |
 摩根大通JPM |
| 2.38% | 1.91% | $1.98亿 | 60.7万股 | $1.40亿 | 47.9万股 | +12.8万股+26.75% | 加仓 |
 礼来LLY |
| 2.06% | 1.66% | $1.71亿 | 14.3万股 | $1.21亿 | 13.2万股 | +1.1万股+8.30% | 加仓 |
 VisaV |
| 1.94% | 1.68% | $1.61亿 | 47.1万股 | $1.22亿 | 40.7万股 | +6.4万股+15.68% | 加仓 |
 阿斯利康AZN |
| 1.83% | 2.62% | $1.52亿 | 81.1万股 | $1.91亿 | 98.5万股 | -17.4万股-17.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.63% | $1.49亿 | 42.1万股 | $1.19亿 | 41.5万股 | +5,648股+1.36% | 加仓 |
 台积电TSM |
| 1.46% | 1.18% | $1.21亿 | 25.3万股 | $8,627.4万 | 25.6万股 | -3,303股-1.29% | 减仓 |
 Meta平台META |
| 1.44% | 1.54% | $1.19亿 | 21.3万股 | $1.13亿 | 19.8万股 | +1.5万股+7.51% | 加仓 |
| CCGIGIB |
| 1.34% | 1.71% | $1.11亿 | 172.3万股 | $1.24亿 | 170.8万股 | +1.5万股+0.87% | 加仓 |
 应用材料AMAT |
| 1.29% | 0.72% | $1.07亿 | 14.8万股 | $5,285.0万 | 15.5万股 | -7,195股-4.64% | 减仓 |
 美光科技MU |
| 1.26% | 0.29% | $1.04亿 | 9.2万股 | $2,146.4万 | 6.3万股 | +2.9万股+45.38% | 加仓 |
 GE航空GE |
| 1.23% | 1.1% | $1.02亿 | 27.3万股 | $8,017.1万 | 28.3万股 | -1.0万股-3.59% | 减仓 |
 FERRARI COMRACE |
| 1.17% | 1.53% | $9,750.6万 | 27.9万股 | $1.12亿 | 35.5万股 | -7.6万股-21.51% | 减仓 |
| CCRHCRH |
| 1.04% | 0.91% | $8,664.2万 | 83.0万股 | $6,615.8万 | 67.1万股 | +15.8万股+23.57% | 加仓 |
 可口可乐KO |
| 1.03% | 0.93% | $8,533.8万 | 105.8万股 | $6,747.8万 | 90.1万股 | +15.7万股+17.47% | 加仓 |
 PALO ALTOPANW |
| 0.98% | 0.55% | $8,114.2万 | 24.2万股 | $3,999.1万 | 25.6万股 | -1.4万股-5.47% | 减仓 |
 ServiceNowNOW |
| 0.95% | 0.63% | $7,893.1万 | 79.5万股 | $4,578.9万 | 43.9万股 | +35.6万股+81.08% | 加仓 |
 AMD超威AMD |
| 0.94% | 0.49% | $7,800.0万 | 13.5万股 | $3,539.1万 | 17.4万股 | -3.9万股-22.49% | 减仓 |
 艾伯维ABBV |
| 0.92% | 0.58% | $7,648.4万 | 30.4万股 | $4,206.4万 | 19.3万股 | +11.0万股+57.12% | 加仓 |
 安费诺APH |
| 0.91% | 0.45% | $7,544.6万 | 42.8万股 | $3,275.4万 | 25.9万股 | +16.8万股+65.00% | 加仓 |
 沃尔玛WMT |
| 0.88% | 1.07% | $7,324.0万 | 65.2万股 | $7,811.6万 | 63.3万股 | +1.8万股+2.85% | 加仓 |
 伊顿ETN |
| 0.82% | 1.38% | $6,810.2万 | 16.2万股 | $1.00亿 | 28.4万股 | -12.2万股-43.04% | 减仓 |
 GE VernovaGEV |
| 0.82% | 0.87% | $6,798.2万 | 5.8万股 | $6,374.6万 | 7.3万股 | -1.5万股-20.78% | 减仓 |
 万事达MA |
| 0.8% | 0.69% | $6,661.7万 | 13.0万股 | $4,999.9万 | 10.0万股 | +2.9万股+29.40% | 加仓 |
 QUANTA SVCSPWR |
| 0.79% | 0.7% | $6,538.2万 | 9.1万股 | $5,101.6万 | 9.3万股 | -2,141股-2.30% | 减仓 |
 林德LIN |
| 0.74% | 0.83% | $6,152.8万 | 11.9万股 | $6,050.7万 | 12.3万股 | -4,315股-3.50% | 减仓 |
 卡特彼勒CAT |
| 0.71% | 0.52% | $5,924.3万 | 5.6万股 | $3,827.3万 | 5.4万股 | +1,820股+3.36% | 加仓 |
 派克汉尼汾PH |
| 0.69% | 0.51% | $5,735.0万 | 5.9万股 | $3,697.4万 | 4.1万股 | +1.7万股+41.79% | 加仓 |
| BBANK OF AMERBAC |
| 0.66% | 0.59% | $5,469.3万 | 96.1万股 | $4,273.5万 | 88.0万股 | +8.1万股+9.25% | 加仓 |
 高盛GS |
| 0.65% | 0.66% | $5,392.9万 | 5.3万股 | $4,786.5万 | 5.7万股 | -3,270股-5.78% | 减仓 |
 美国运通AXP |
| 0.64% | 0.63% | $5,317.4万 | 15.8万股 | $4,614.6万 | 15.4万股 | +3,771股+2.45% | 加仓 |
| T赛默飞世尔TMO |
| 0.62% | 0.76% | $5,151.3万 | 10.3万股 | $5,529.3万 | 11.3万股 | -1.0万股-9.06% | 减仓 |
 泛林集团LRCX |
| 0.62% | 0.57% | $5,139.1万 | 11.9万股 | $4,163.1万 | 19.5万股 | -7.6万股-39.13% | 减仓 |
 NETFLIXNFLX |
| 0.62% | 0.81% | $5,137.3万 | 72.1万股 | $5,890.5万 | 62.1万股 | +9.9万股+16.01% | 加仓 |
 强生JNJ |
| 0.61% | 0.06% | $5,046.6万 | 19.9万股 | $436.0万 | 1.8万股 | +18.0万股+991.41% | 加仓 |
 纽蒙特NEM |
| 0.61% | 0.66% | $5,026.0万 | 53.8万股 | $4,844.8万 | 44.9万股 | +8.9万股+19.80% | 加仓 |
 好市多COST |
| 0.6% | 0.61% | $4,961.8万 | 5.3万股 | $4,455.1万 | 4.5万股 | +8,338股+18.53% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.57% | 0.47% | $4,748.8万 | 17.7万股 | $3,450.1万 | 15.0万股 | +2.7万股+17.98% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.55% | 0.73% | $4,533.6万 | 29.2万股 | $5,297.4万 | 26.2万股 | +3.0万股+11.39% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.51% | 0.45% | $4,274.0万 | 10.8万股 | $3,246.3万 | 10.2万股 | +5,521股+5.41% | 加仓 |
 直觉外科ISRG |
| 0.5% | 0.77% | $4,188.3万 | 10.6万股 | $5,626.4万 | 12.3万股 | -1.7万股-14.10% | 减仓 |
| N新纪元能源NEE |
| 0.49% | 0.39% | $4,061.8万 | 46.5万股 | $2,873.4万 | 31.1万股 | +15.4万股+49.39% | 加仓 |
| J骏利亨德森 |
| 0.46% | 0.01% | $3,793.3万 | 73.0万股 | $57.5万 | 1.1万股 | +71.9万股+6,419.54% | 加仓 |
 AMETEK COMAME |
| 0.45% | 0.39% | $3,736.1万 | 15.4万股 | $2,856.6万 | 13.4万股 | +2.1万股+15.56% | 加仓 |
