 阿斯利康AZN |
| 8.84% | 0.02% | $3.25亿 | 167.5万股 | $68.7万 | 7,473股 | +166.8万股+22,315.70% | 加仓 |
 微软MSFT |
| 7.08% | 8.99% | $2.60亿 | 70.4万股 | $3.25亿 | 67.3万股 | +3.1万股+4.63% | 加仓 |
 亚马逊AMZN |
| 7.03% | 7.78% | $2.59亿 | 124.2万股 | $2.81亿 | 121.9万股 | +2.3万股+1.90% | 加仓 |
 谷歌AGOOGL |
| 7.01% | 8% | $2.58亿 | 89.7万股 | $2.90亿 | 92.6万股 | -2.8万股-3.05% | 减仓 |
 英伟达NVDA |
| 4.11% | 4.33% | $1.51亿 | 86.6万股 | $1.57亿 | 84.0万股 | +2.6万股+3.09% | 加仓 |
 台积电TSM |
| 4.02% | 3.78% | $1.48亿 | 43.8万股 | $1.37亿 | 45.0万股 | -1.2万股-2.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.66% | 3.88% | $1.35亿 | 28.1万股 | $1.40亿 | 27.9万股 | +2,267股+0.81% | 加仓 |
 VisaV |
| 2.89% | 3.51% | $1.06亿 | 35.2万股 | $1.27亿 | 36.2万股 | -1.0万股-2.81% | 减仓 |
| CCRHCRH |
| 2.88% | 3.57% | $1.06亿 | 100.9万股 | $1.29亿 | 103.6万股 | -2.7万股-2.64% | 减仓 |
 苹果AAPL |
| 2.83% | 2.94% | $1.04亿 | 41.0万股 | $1.07亿 | 39.2万股 | +1.8万股+4.72% | 加仓 |
 史赛克SYK |
| 2.37% | 2.6% | $8,722.5万 | 26.5万股 | $9,395.3万 | 26.7万股 | -1,863股-0.70% | 减仓 |
 CHUBB LIMITEDCB |
| 2.35% | 2.28% | $8,663.3万 | 26.6万股 | $8,268.2万 | 26.5万股 | +899股+0.34% | 加仓 |
 摩根大通JPM |
| 2.29% | 2.41% | $8,425.4万 | 28.6万股 | $8,728.7万 | 27.1万股 | +1.6万股+5.73% | 加仓 |
 可口可乐KO |
| 2.05% | 1.87% | $7,557.6万 | 99.4万股 | $6,780.4万 | 97.0万股 | +2.4万股+2.46% | 加仓 |
 Meta平台META |
| 1.87% | 1.96% | $6,879.5万 | 12.0万股 | $7,093.1万 | 10.7万股 | +1.3万股+11.90% | 加仓 |
 BOOKING COMBKNG |
| 1.66% | 2.35% | $6,107.3万 | 1.5万股 | $8,498.9万 | 1.6万股 | -1,357股-8.55% | 减仓 |
| T赛默飞世尔TMO |
| 1.46% | 1.67% | $5,364.6万 | 10.9万股 | $6,047.0万 | 10.4万股 | +4,783股+4.58% | 加仓 |
 林德LIN |
| 1.21% | 1.06% | $4,442.5万 | 9.0万股 | $3,853.7万 | 9.0万股 | -770股-0.85% | 减仓 |
| N新纪元能源NEE |
| 1.17% | 0.9% | $4,307.7万 | 46.4万股 | $3,256.3万 | 40.6万股 | +5.8万股+14.34% | 加仓 |
 IDEXIEX |
| 1.06% | 0.91% | $3,891.3万 | 20.5万股 | $3,298.3万 | 18.5万股 | +2.0万股+10.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.04% | 1.19% | $3,829.3万 | 13.3万股 | $4,317.6万 | 13.8万股 | -4,102股-2.98% | 减仓 |
 汽车地带AZO |
| 1.04% | 0.98% | $3,813.5万 | 1.1万股 | $3,549.2万 | 1.0万股 | +825股+7.88% | 加仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 1.03% | 1.03% | $3,806.1万 | 79.8万股 | $3,716.8万 | 81.2万股 | -1.4万股-1.72% | 减仓 |
| N纳斯达克NDAQ |
| 0.99% | 1.15% | $3,633.9万 | 42.8万股 | $4,179.0万 | 43.0万股 | -2,177股-0.51% | 减仓 |
| BBANK OF AMERBAC |
| 0.92% | 0.98% | $3,373.3万 | 69.2万股 | $3,534.4万 | 64.3万股 | +4.9万股+7.68% | 加仓 |
 标普全球SPGI |
| 0.91% | 1.16% | $3,356.2万 | 7.9万股 | $4,204.4万 | 8.0万股 | -1,546股-1.92% | 减仓 |
 高盛GS |
| 0.91% | 1.01% | $3,339.1万 | 3.9万股 | $3,668.0万 | 4.2万股 | -2,259股-5.41% | 减仓 |
 强生JNJ |
| 0.9% | 0.79% | $3,301.6万 | 13.5万股 | $2,851.2万 | 13.8万股 | -2,708股-1.97% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.89% | 0.61% | $3,271.9万 | 35.0万股 | $2,225.8万 | 34.1万股 | +9,146股+2.68% | 加仓 |
 万事达MA |
| 0.88% | 1.13% | $3,227.4万 | 6.5万股 | $4,085.6万 | 7.2万股 | -6,975股-9.75% | 减仓 |
 TJXTJX |
| 0.83% | 0.84% | $3,059.6万 | 19.2万股 | $3,053.8万 | 19.9万股 | -7,217股-3.63% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.79% | — | $2,895.4万 | 44.5万股 | $0 | 0股 | +44.5万股 | 新买入 |
 直觉外科ISRG |
| 0.78% | 0.84% | $2,879.9万 | 6.2万股 | $3,035.6万 | 5.4万股 | +8,874股+16.56% | 加仓 |
 沃尔玛WMT |
| 0.75% | 0.73% | $2,764.8万 | 22.2万股 | $2,643.0万 | 23.7万股 | -1.5万股-6.23% | 减仓 |
 ZOETIS CL AZTS |
| 0.74% | 1.05% | $2,739.0万 | 23.2万股 | $3,816.3万 | 30.3万股 | -7.2万股-23.61% | 减仓 |
 联合健康UNH |
| 0.7% | 1.52% | $2,584.4万 | 9.6万股 | $5,510.8万 | 16.7万股 | -7.1万股-42.79% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.7% | 0.62% | $2,572.9万 | 12.7万股 | $2,228.0万 | 13.1万股 | -4,650股-3.54% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 0.65% | 0.74% | $2,404.5万 | 60.3万股 | $2,672.2万 | 69.1万股 | -8.8万股-12.68% | 减仓 |
 自由港麦克莫兰FCX |
| 0.63% | 0.49% | $2,323.1万 | 39.5万股 | $1,775.3万 | 35.0万股 | +4.6万股+13.07% | 加仓 |
 雪佛龙CVX |
| 0.56% | 0.44% | $2,071.3万 | 10.0万股 | $1,580.9万 | 10.4万股 | -3,618股-3.49% | 减仓 |
 NETFLIXNFLX |
| 0.54% | 0.49% | $1,996.2万 | 20.8万股 | $1,775.2万 | 18.9万股 | +1.8万股+9.65% | 加仓 |
 纽蒙特NEM |
| 0.53% | 0.52% | $1,935.1万 | 17.9万股 | $1,866.8万 | 18.7万股 | -8,205股-4.39% | 减仓 |
 安费诺APH |
| 0.52% | 0.39% | $1,895.4万 | 15.0万股 | $1,420.8万 | 10.5万股 | +4.5万股+42.68% | 加仓 |
 DANAHER DEL COMDHR |
| 0.51% | 0.77% | $1,889.9万 | 10.0万股 | $2,783.5万 | 12.2万股 | -2.2万股-18.02% | 减仓 |
 博通AVGO |
| 0.5% | 0.26% | $1,856.1万 | 6.0万股 | $951.7万 | 2.7万股 | +3.2万股+118.08% | 加仓 |
 麦当劳MCD |
| 0.5% | 0.53% | $1,827.1万 | 5.9万股 | $1,935.3万 | 6.3万股 | -4,533股-7.16% | 减仓 |
 财捷INTU |
| 0.44% | 0.47% | $1,636.3万 | 3.8万股 | $1,696.2万 | 2.6万股 | +1.2万股+47.79% | 加仓 |
 埃克森美孚XOM |
| 0.44% | 0.23% | $1,623.7万 | 9.6万股 | $833.7万 | 6.9万股 | +2.6万股+38.15% | 加仓 |
 宝洁PG |
| 0.43% | 0.51% | $1,598.5万 | 11.1万股 | $1,835.0万 | 12.8万股 | -1.7万股-13.57% | 减仓 |
 FERRARI COMRACE |
| 0.43% | 0.69% | $1,577.3万 | 4.7万股 | $2,490.4万 | 6.7万股 | -2.0万股-29.98% | 减仓 |
