 苹果AAPL |
| 4.08% | 2.71% | $7,128.0万 | 24.6万股 | $4,072.5万 | 16.0万股 | +8.6万股+53.54% | 加仓 |
 英伟达NVDA |
| 3.97% | 3.14% | $6,936.0万 | 34.7万股 | $4,729.6万 | 27.1万股 | +7.6万股+27.88% | 加仓 |
 思科CSCO |
| 3.18% | 3.65% | $5,561.2万 | 47.4万股 | $5,490.0万 | 70.8万股 | -23.4万股-33.07% | 减仓 |
 美光科技MU |
| 3.09% | 0.86% | $5,396.5万 | 4.7万股 | $1,296.5万 | 3.8万股 | +8,416股+21.93% | 加仓 |
 艾伯维ABBV |
| 3.01% | 1.92% | $5,254.9万 | 20.9万股 | $2,881.8万 | 13.3万股 | +7.6万股+57.68% | 加仓 |
 谷歌AGOOGL |
| 2.95% | 2.68% | $5,156.7万 | 14.4万股 | $4,030.9万 | 14.0万股 | +4,182股+2.98% | 加仓 |
 泛林集团LRCX |
| 2.93% | 2.03% | $5,118.5万 | 11.8万股 | $3,056.5万 | 14.3万股 | -2.5万股-17.46% | 减仓 |
 科磊KLAC |
| 2.84% | 1.54% | $4,965.4万 | 16.5万股 | $2,320.1万 | 1.6万股 | +14.9万股+944.97% | 加仓 |
 微软MSFT |
| 2.57% | 2.88% | $4,487.5万 | 12.0万股 | $4,326.8万 | 11.7万股 | +3,427股+2.93% | 加仓 |
 卡地纳健康CAH |
| 2.5% | 2.17% | $4,375.6万 | 18.4万股 | $3,267.5万 | 15.5万股 | +3.0万股+19.12% | 加仓 |
 安桥ENB |
| 2.31% | 0.71% | $4,029.6万 | 52.3万股 | $1,064.5万 | 14.1万股 | +38.2万股+269.85% | 加仓 |
 卡特彼勒CAT |
| 2.27% | 1.44% | $3,958.5万 | 3.7万股 | $2,169.3万 | 3.1万股 | +6,551股+21.39% | 加仓 |
 NetAppNTAP |
| 2.1% | 1.19% | $3,673.3万 | 23.7万股 | $1,792.0万 | 17.5万股 | +6.2万股+35.63% | 加仓 |
 威瑞森VZ |
| 2.1% | 0.11% | $3,669.5万 | 86.7万股 | $172.9万 | 3.4万股 | +83.2万股+2,416.92% | 加仓 |
 TJXTJX |
| 2.07% | 2.36% | $3,624.2万 | 23.9万股 | $3,557.5万 | 22.3万股 | +1.7万股+7.41% | 加仓 |
 ROYAL BK CDA COMRY |
| 2.06% | 2.66% | $3,591.8万 | 12.2万股 | $4,004.1万 | 17.8万股 | -5.6万股-31.26% | 减仓 |
 辉瑞PFE |
| 1.94% | 1.3% | $3,383.8万 | 140.6万股 | $1,954.6万 | 69.6万股 | +71.0万股+101.93% | 加仓 |
 可口可乐KO |
| 1.78% | 2.35% | $3,113.5万 | 38.3万股 | $3,543.2万 | 46.6万股 | -8.3万股-17.75% | 减仓 |
 BANK NOVA SCOTIA B CBNS |
| 1.63% | 1.58% | $2,844.8万 | 23.1万股 | $2,376.5万 | 24.7万股 | -1.6万股-6.35% | 减仓 |
 Meta平台META |
| 1.55% | 2.7% | $2,714.9万 | 4.8万股 | $4,066.6万 | 7.1万股 | -2.3万股-32.18% | 减仓 |
| Q高通QCOM |
| 1.5% | 0.49% | $2,623.1万 | 14.2万股 | $739.3万 | 5.7万股 | +8.5万股+147.28% | 加仓 |
 默沙东MRK |
| 1.49% | 0.71% | $2,602.2万 | 20.3万股 | $1,065.4万 | 8.9万股 | +11.4万股+128.70% | 加仓 |
 博通AVGO |
| 1.48% | 1.51% | $2,584.0万 | 6.8万股 | $2,269.6万 | 7.3万股 | -4,885股-6.66% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 1.48% | 2.51% | $2,583.8万 | 15.8万股 | $3,784.0万 | 28.7万股 | -12.9万股-44.88% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.44% | 1.21% | $2,508.9万 | 19.9万股 | $1,816.2万 | 13.0万股 | +6.8万股+52.41% | 加仓 |
 ROSS STORES COMROST |
| 1.31% | — | $2,291.6万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 SIMON PPTY NEW COMSPG |
| 1.3% | 1.19% | $2,267.2万 | 10.1万股 | $1,793.9万 | 9.6万股 | +5,181股+5.39% | 加仓 |
 CREDICORPBAP |
| 1.26% | 1.41% | $2,193.3万 | 5.6万股 | $2,127.2万 | 6.3万股 | -6,519股-10.38% | 减仓 |
| IIBMIBM |
| 1.25% | 1.06% | $2,190.3万 | 7.8万股 | $1,599.5万 | 6.6万股 | +1.2万股+18.02% | 加仓 |
 AMETEK COMAME |
| 1.25% | 0.21% | $2,187.7万 | 9.0万股 | $317.4万 | 1.5万股 | +7.6万股+510.87% | 加仓 |
| AAT&TT |
| 1.25% | 0.47% | $2,185.2万 | 105.6万股 | $704.0万 | 24.3万股 | +81.3万股+334.86% | 加仓 |
 强生JNJ |
| 1.24% | 1.29% | $2,171.7万 | 8.6万股 | $1,941.8万 | 7.9万股 | +6,060股+7.63% | 加仓 |
 林德LIN |
| 1.24% | 1.58% | $2,169.1万 | 4.2万股 | $2,380.5万 | 4.8万股 | -6,227股-12.96% | 减仓 |
 惠普HPQ |
| 1.18% | — | $2,055.1万 | 93.7万股 | $0 | 0股 | +93.7万股 | 新买入 |
 应用材料AMAT |
| 1.16% | — | $2,028.9万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 CDWCDW |
| 1.08% | 0.73% | $1,887.5万 | 13.4万股 | $1,095.0万 | 9.0万股 | +4.4万股+48.33% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.99% | 0.87% | $1,731.7万 | 21.3万股 | $1,307.2万 | 16.1万股 | +5.2万股+32.13% | 加仓 |
 沃尔玛WMT |
| 0.99% | 0.72% | $1,724.8万 | 15.2万股 | $1,090.7万 | 8.8万股 | +6.5万股+73.57% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.89% | $1,695.0万 | 4.8万股 | $1,334.2万 | 4.7万股 | +1,463股+3.15% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.91% | 0.43% | $1,595.8万 | 6.4万股 | $645.6万 | 3.4万股 | +2.9万股+85.81% | 加仓 |
| B纽约梅隆银行BK |
| 0.87% | 0.75% | $1,524.2万 | 10.5万股 | $1,130.9万 | 9.5万股 | +1.0万股+10.60% | 加仓 |
 实耐宝SNA |
| 0.81% | 0.35% | $1,416.2万 | 3.5万股 | $533.6万 | 1.5万股 | +2.1万股+139.60% | 加仓 |
 TapestryTPR |
| 0.78% | 0.25% | $1,367.6万 | 9.3万股 | $375.4万 | 2.7万股 | +6.7万股+251.29% | 加仓 |
 美敦力MDT |
| 0.76% | 0.68% | $1,325.5万 | 16.9万股 | $1,029.1万 | 11.9万股 | +5.1万股+42.67% | 加仓 |
 甲骨文ORCL |
| 0.73% | — | $1,275.1万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.72% | 0.77% | $1,255.0万 | 6.2万股 | $1,162.7万 | 5.6万股 | +6,609股+11.88% | 加仓 |
 BOOKING COMBKNG |
| 0.71% | 1.66% | $1,235.9万 | 6.9万股 | $2,496.5万 | 5,933股 | +6.3万股+1,068.80% | 加仓 |
 ATMOS ENERGYATO |
| 0.7% | 0.52% | $1,224.9万 | 7.1万股 | $780.3万 | 4.2万股 | +2.9万股+68.31% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 0.7% | 0.08% | $1,219.2万 | 26.4万股 | $125.4万 | 2.3万股 | +24.1万股+1,034.45% | 加仓 |
 AERCAP SHSAER |
| 0.67% | 0.5% | $1,167.5万 | 8.0万股 | $746.1万 | 5.4万股 | +2.6万股+47.25% | 加仓 |
