 BOOKING COMBKNG |
| 60.26% | 64.24% | $49.76亿 | 500.0万股 | $50.26亿 | 500.0万股 | 00.00% | 持仓不变 |
| BBOOKING HOLDINGS INC.BKNG |
| 13.06% | 13.5% | $10.78亿 | 100.0万股 | $10.56亿 | 100.0万股 | 00.00% | 持仓不变 |
| BBOOKING HOLDINGS INC.BKNG |
| 3.76% | 4.07% | $3.11亿 | 30.0万股 | $3.18亿 | 30.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.99% | 1.78% | $1.64亿 | 82.0万股 | $1.40亿 | 80.1万股 | +1.9万股+2.42% | 加仓 |
 亚马逊AMZN |
| 1.4% | 1.21% | $1.15亿 | 48.4万股 | $9,487.5万 | 45.6万股 | +2.8万股+6.24% | 加仓 |
 微软MSFT |
| 1.24% | 1.14% | $1.02亿 | 27.4万股 | $8,912.9万 | 24.1万股 | +3.3万股+13.71% | 加仓 |
 苹果AAPL |
| 1.22% | 1.06% | $1.01亿 | 34.8万股 | $8,284.6万 | 32.6万股 | +2.1万股+6.47% | 加仓 |
 谷歌AGOOGL |
| 1.01% | 0.84% | $8,331.8万 | 23.3万股 | $6,604.3万 | 23.0万股 | +3,517股+1.53% | 加仓 |
 美光科技MU |
| 0.93% | 0.37% | $7,666.5万 | 6.6万股 | $2,857.0万 | 8.5万股 | -1.8万股-21.41% | 减仓 |
 博通AVGO |
| 0.91% | 0.68% | $7,539.4万 | 20.0万股 | $5,283.7万 | 17.1万股 | +2.9万股+16.96% | 加仓 |
 礼来LLY |
| 0.77% | 0.58% | $6,360.9万 | 5.3万股 | $4,526.5万 | 4.9万股 | +3,821股+7.76% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.53% | $4,896.5万 | 15.0万股 | $4,167.5万 | 14.2万股 | +7,921股+5.59% | 加仓 |
 AMD超威AMD |
| 0.56% | 0.1% | $4,588.4万 | 7.9万股 | $755.5万 | 3.7万股 | +4.2万股+112.69% | 加仓 |
 高盛GS |
| 0.54% | 0.47% | $4,496.4万 | 4.4万股 | $3,698.6万 | 4.4万股 | +738股+1.69% | 加仓 |
 Meta平台META |
| 0.54% | 0.63% | $4,489.1万 | 8.0万股 | $4,954.9万 | 8.7万股 | -6,903股-7.97% | 减仓 |
 台积电TSM |
| 0.5% | 0.46% | $4,101.3万 | 8.6万股 | $3,560.1万 | 10.5万股 | -1.9万股-18.44% | 减仓 |
 泛林集团LRCX |
| 0.49% | 0.11% | $4,078.3万 | 9.4万股 | $859.3万 | 4.0万股 | +5.4万股+134.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.44% | $4,047.0万 | 11.5万股 | $3,446.3万 | 12.0万股 | -5,600股-4.66% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.49% | $3,430.8万 | 30.3万股 | $3,871.5万 | 31.2万股 | -8,579股-2.75% | 减仓 |
 特斯拉TSLA |
| 0.41% | 0.36% | $3,395.3万 | 8.1万股 | $2,831.7万 | 7.6万股 | +4,552股+5.98% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.39% | — | $3,227.0万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 VisaV |
| 0.33% | 0.22% | $2,744.7万 | 8.0万股 | $1,731.7万 | 5.7万股 | +2.3万股+39.65% | 加仓 |
 卡特彼勒CAT |
| 0.32% | 0.17% | $2,614.3万 | 2.5万股 | $1,363.8万 | 1.9万股 | +5,300股+27.53% | 加仓 |
 默沙东MRK |
| 0.3% | 0.3% | $2,486.7万 | 19.4万股 | $2,317.8万 | 19.3万股 | +853股+0.44% | 加仓 |
 迈威尔MRVL |
| 0.28% | 0.03% | $2,342.9万 | 7.9万股 | $198.1万 | 2.0万股 | +5.9万股+293.25% | 加仓 |
 强生JNJ |
| 0.26% | 0.35% | $2,137.5万 | 8.4万股 | $2,774.8万 | 11.4万股 | -2.9万股-25.86% | 减仓 |
 应用材料AMAT |
| 0.24% | 0.08% | $1,960.1万 | 2.7万股 | $603.4万 | 1.8万股 | +9,447股+53.48% | 加仓 |
 NETFLIXNFLX |
| 0.23% | 0.27% | $1,915.1万 | 26.8万股 | $2,109.8万 | 21.9万股 | +4.9万股+22.24% | 加仓 |
 科磊KLAC |
| 0.19% | 0.11% | $1,571.9万 | 5.2万股 | $870.2万 | 5,910股 | +4.6万股+781.56% | 加仓 |
 GILDAN ACTIVEWEARGIL |
| 0.19% | — | $1,531.0万 | 20.9万股 | $0 | 0股 | +20.9万股 | 新买入 |
 家得宝HD |
| 0.18% | 0.14% | $1,517.2万 | 4.3万股 | $1,069.6万 | 3.3万股 | +1.1万股+32.29% | 加仓 |
 思科CSCO |
| 0.18% | 0.1% | $1,470.6万 | 12.5万股 | $754.2万 | 9.7万股 | +2.8万股+28.81% | 加仓 |
| R拉夫劳伦RL |
| 0.17% | 0.17% | $1,386.9万 | 3.5万股 | $1,326.1万 | 3.9万股 | -4,000股-10.38% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.16% | — | $1,362.3万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| EEATON PUBLIC LIMITED |
| 0.15% | 0.1% | $1,212.3万 | 2.8万股 | $783.5万 | 2.2万股 | +6,553股+29.92% | 加仓 |
 艾伯维ABBV |
| 0.15% | 0.07% | $1,197.8万 | 4.8万股 | $513.3万 | 2.4万股 | +2.4万股+101.69% | 加仓 |
 艾默生电气EMR |
| 0.14% | 0.14% | $1,176.0万 | 8.2万股 | $1,108.0万 | 8.5万股 | -2,421股-2.86% | 减仓 |
 CVS健康CVS |
| 0.14% | 0.1% | $1,168.5万 | 11.3万股 | $811.2万 | 11.3万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.14% | 0.17% | $1,140.5万 | 1.6万股 | $1,331.3万 | 2.4万股 | -8,410股-34.68% | 减仓 |
 优步UBER |
| 0.14% | 0.13% | $1,125.7万 | 15.6万股 | $1,042.1万 | 14.5万股 | +1.1万股+7.68% | 加仓 |
| SSANDISK COMSNDK |
| 0.13% | 0.08% | $1,090.3万 | 4,795股 | $652.9万 | 1.0万股 | -5,481股-53.34% | 减仓 |
| T赛默飞世尔TMO |
| 0.13% | 0.13% | $1,052.9万 | 2.1万股 | $1,032.2万 | 2.1万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.13% | 0.03% | $1,047.4万 | 2.5万股 | $230.0万 | 8,500股 | +1.7万股+196.47% | 加仓 |
| BBANK OF AMERBAC |
| 0.13% | 0.07% | $1,044.1万 | 18.3万股 | $545.0万 | 11.2万股 | +7.1万股+63.91% | 加仓 |
 英特尔INTC |
| 0.11% | 0.04% | $938.3万 | 6.7万股 | $343.3万 | 7.8万股 | -1.1万股-13.62% | 减仓 |
| C花旗集团C |
| 0.11% | 0.05% | $884.4万 | 6.3万股 | $404.6万 | 3.6万股 | +2.8万股+77.08% | 加仓 |
 VertivVRT |
| 0.1% | 0.08% | $863.4万 | 2.6万股 | $629.3万 | 2.5万股 | +675股+2.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.09% | $856.2万 | 1.1万股 | $740.0万 | 1.1万股 | +87股+0.76% | 加仓 |
 辉瑞PFE |
| 0.1% | 0.11% | $801.9万 | 33.3万股 | $889.3万 | 31.7万股 | +1.6万股+5.15% | 加仓 |
| N新纪元能源NEE |
| 0.1% | 0.08% | $800.3万 | 9.1万股 | $660.0万 | 7.1万股 | +2.0万股+28.35% | 加仓 |
