 英伟达NVDA |
| 7.3% | — | $1.31亿 | 65.3万股 | $0 | 0股 | +65.3万股 | 新买入 |
 苹果AAPL |
| 6.52% | 12.44% | $1.17亿 | 40.3万股 | $1.07亿 | 42.0万股 | -1.7万股-4.01% | 减仓 |
 微软MSFT |
| 5.39% | 11.09% | $9,649.9万 | 25.9万股 | $9,508.4万 | 25.7万股 | +1,829股+0.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.12% | — | $9,162.7万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
 博通AVGO |
| 4.65% | — | $8,317.5万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
 亚马逊AMZN |
| 4.49% | 8.43% | $8,041.9万 | 33.7万股 | $7,225.6万 | 34.7万股 | -9,524股-2.75% | 减仓 |
 摩根大通JPM |
| 2.82% | — | $5,046.0万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 高盛GS |
| 2.77% | — | $4,958.9万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 艾伯维ABBV |
| 2.55% | 4.55% | $4,570.7万 | 18.2万股 | $3,897.8万 | 17.9万股 | +2,421股+1.35% | 加仓 |
 美光科技MU |
| 2.4% | 0.06% | $4,287.1万 | 3.7万股 | $49.0万 | 1,450股 | +3.6万股+2,461.45% | 加仓 |
| T赛默飞世尔TMO |
| 2.34% | 5.35% | $4,194.0万 | 8.4万股 | $4,588.0万 | 9.3万股 | -9,688股-10.38% | 减仓 |
 雷神技术RTX |
| 2.1% | — | $3,762.9万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
 Meta平台META |
| 1.98% | — | $3,538.8万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 贝莱德·INC COMBLK |
| 1.89% | — | $3,380.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 应用材料AMAT |
| 1.85% | 0.1% | $3,308.4万 | 4.6万股 | $89.5万 | 2,620股 | +4.3万股+1,646.56% | 加仓 |
 GE VernovaGEV |
| 1.77% | — | $3,169.4万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 TJXTJX |
| 1.66% | 3.91% | $2,975.3万 | 19.6万股 | $3,347.4万 | 21.0万股 | -1.3万股-6.31% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.55% | 2.72% | $2,782.3万 | 5.6万股 | $2,328.8万 | 4.9万股 | +7,005股+14.41% | 加仓 |
 美国运通AXP |
| 1.45% | 2.42% | $2,598.3万 | 7.7万股 | $2,076.5万 | 6.9万股 | +8,167股+11.90% | 加仓 |
 林德LIN |
| 1.45% | — | $2,592.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| TTERADYNETER |
| 1.39% | 1.68% | $2,487.4万 | 5.1万股 | $1,440.2万 | 4.9万股 | +2,829股+5.82% | 加仓 |
| LLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSLVMUY |
| 1.39% | — | $2,480.1万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 芝加哥商品交易所CME |
| 1.38% | 4.08% | $2,475.9万 | 11.2万股 | $3,496.6万 | 11.8万股 | -6,268股-5.29% | 减仓 |
 迪士尼DIS |
| 1.36% | 1.91% | $2,427.6万 | 25.2万股 | $1,638.0万 | 17.0万股 | +8.2万股+48.41% | 加仓 |
 AFLAC COMAFL |
| 1.34% | 2.63% | $2,395.9万 | 20.4万股 | $2,250.8万 | 20.5万股 | -819股-0.40% | 减仓 |
 甲骨文ORCL |
| 1.32% | — | $2,366.6万 | 16.1万股 | $0 | 0股 | +16.1万股 | 新买入 |
| CCARLYLE COMCG |
| 1.32% | — | $2,359.5万 | 56.0万股 | $0 | 0股 | +56.0万股 | 新买入 |
 KRAFT HEINZ COMKHC |
| 1.31% | 1.53% | $2,348.7万 | 99.4万股 | $1,314.2万 | 58.4万股 | +41.0万股+70.17% | 加仓 |
| DDOORDASHDASH |
| 1.29% | 2.58% | $2,314.3万 | 12.5万股 | $2,215.9万 | 14.8万股 | -2.2万股-15.02% | 减仓 |
 雪佛龙CVX |
| 1.17% | 0.43% | $2,091.8万 | 12.6万股 | $365.3万 | 1.8万股 | +10.9万股+614.78% | 加仓 |
 埃克森美孚XOM |
| 1.16% | 2.99% | $2,084.2万 | 15.2万股 | $2,559.0万 | 15.1万股 | +1,610股+1.07% | 加仓 |
 伊顿ETN |
| 1.16% | — | $2,068.6万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 百事可乐PEP |
| 1.12% | 2.89% | $2,006.3万 | 14.8万股 | $2,473.5万 | 15.9万股 | -1.1万股-6.97% | 减仓 |
 IQVIAIQV |
| 1.08% | — | $1,936.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 波音BA |
| 1.08% | 1.55% | $1,928.4万 | 8.9万股 | $1,328.9万 | 6.7万股 | +2.2万股+33.42% | 加仓 |
 好市多COST |
| 1.04% | — | $1,855.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 默沙东MRK |
| 0.99% | — | $1,773.2万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
 卡特彼勒CAT |
| 0.97% | 1.2% | $1,741.8万 | 1.6万股 | $1,028.2万 | 1.5万股 | +1,843股+12.70% | 加仓 |
 马丁玛丽埃塔MLM |
| 0.97% | 2.81% | $1,732.3万 | 3.0万股 | $2,410.1万 | 4.1万股 | -1.1万股-26.63% | 减仓 |
 思科CSCO |
| 0.96% | 1.6% | $1,712.9万 | 14.6万股 | $1,375.7万 | 17.7万股 | -3.1万股-17.75% | 减仓 |
 沃尔玛WMT |
| 0.92% | 2.27% | $1,653.0万 | 14.6万股 | $1,945.7万 | 15.7万股 | -1.1万股-6.78% | 减仓 |
 宝洁PG |
| 0.84% | 1.62% | $1,510.9万 | 10.3万股 | $1,389.3万 | 9.6万股 | +6,851股+7.12% | 加仓 |
| IIBMIBM |
| 0.79% | 1.07% | $1,414.3万 | 5.0万股 | $915.1万 | 3.8万股 | +1.3万股+33.22% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.77% | — | $1,380.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 安桥ENB |
| 0.75% | — | $1,346.5万 | 24.8万股 | $0 | 0股 | +24.8万股 | 新买入 |
 康明斯CMI |
| 0.68% | 1.46% | $1,220.4万 | 1.7万股 | $1,255.0万 | 2.3万股 | -6,215股-26.64% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.5% | 0.05% | $899.5万 | 15.6万股 | $40.9万 | 7,103股 | +14.8万股+2,089.48% | 加仓 |
 联合包裹UPSUPS |
| 0.5% | 1.17% | $897.9万 | 8.4万股 | $1,005.0万 | 10.2万股 | -1.9万股-18.24% | 减仓 |
 谷歌AGOOGL |
| 0.49% | — | $871.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.48% | 1.04% | $855.7万 | 4.8万股 | $890.3万 | 4.9万股 | -1,755股-3.55% | 减仓 |
