 英伟达NVDA |
| 6.57% | 6.52% | $53.49亿 | 2,673.3万股 | $45.77亿 | 2,624.3万股 | +49.0万股+1.87% | 加仓 |
 苹果AAPL |
| 5.23% | 5.18% | $42.58亿 | 1,471.5万股 | $36.32亿 | 1,431.1万股 | +40.4万股+2.83% | 加仓 |
 谷歌AGOOGL |
| 4.11% | 3.73% | $33.45亿 | 935.9万股 | $26.18亿 | 910.3万股 | +25.6万股+2.81% | 加仓 |
 微软MSFT |
| 3.41% | 3.86% | $27.78亿 | 744.7万股 | $27.05亿 | 730.8万股 | +13.9万股+1.90% | 加仓 |
 亚马逊AMZN |
| 2.78% | 2.5% | $22.61亿 | 948.5万股 | $17.56亿 | 843.0万股 | +105.5万股+12.52% | 加仓 |
 博通AVGO |
| 2.1% | 1.73% | $17.08亿 | 452.2万股 | $12.12亿 | 391.6万股 | +60.5万股+15.46% | 加仓 |
 应用材料AMAT |
| 1.74% | 0.86% | $14.19亿 | 196.3万股 | $6.01亿 | 175.7万股 | +20.6万股+11.71% | 加仓 |
 美光科技MU |
| 1.45% | 0.47% | $11.81亿 | 102.3万股 | $3.28亿 | 97.2万股 | +5.1万股+5.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.3% | $11.35亿 | 321.2万股 | $9.15亿 | 318.9万股 | +2.3万股+0.71% | 加仓 |
 摩根大通JPM |
| 1.2% | 1.26% | $9.79亿 | 299.1万股 | $8.84亿 | 300.6万股 | -1.5万股-0.51% | 减仓 |
 Meta平台META |
| 1.12% | 1.35% | $9.14亿 | 162.2万股 | $9.50亿 | 166.0万股 | -3.8万股-2.26% | 减仓 |
 礼来LLY |
| 1.12% | 0.86% | $9.10亿 | 75.9万股 | $6.01亿 | 65.3万股 | +10.6万股+16.17% | 加仓 |
 艾伯维ABBV |
| 1.1% | 1.01% | $8.97亿 | 356.5万股 | $7.07亿 | 325.0万股 | +31.5万股+9.68% | 加仓 |
 科磊KLAC |
| 0.99% | 0.64% | $8.09亿 | 268.1万股 | $4.47亿 | 30.4万股 | +237.7万股+783.29% | 加仓 |
 泛林集团LRCX |
| 0.98% | 0.63% | $7.96亿 | 183.6万股 | $4.40亿 | 206.1万股 | -22.5万股-10.91% | 减仓 |
 康明斯CMI |
| 0.84% | 0.35% | $6.88亿 | 96.5万股 | $2.45亿 | 45.6万股 | +50.9万股+111.50% | 加仓 |
 特斯拉TSLA |
| 0.8% | 0.83% | $6.48亿 | 154.0万股 | $5.80亿 | 156.0万股 | -2.1万股-1.32% | 减仓 |
 思科CSCO |
| 0.79% | 0.71% | $6.42亿 | 546.6万股 | $4.98亿 | 641.6万股 | -95.0万股-14.80% | 减仓 |
 VertivVRT |
| 0.79% | 0.74% | $6.42亿 | 191.7万股 | $5.16亿 | 205.8万股 | -14.1万股-6.87% | 减仓 |
 AMD超威AMD |
| 0.78% | 0.26% | $6.35亿 | 109.3万股 | $1.85亿 | 91.2万股 | +18.2万股+19.92% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.78% | 0.6% | $6.32亿 | 159.1万股 | $4.22亿 | 132.6万股 | +26.5万股+19.97% | 加仓 |
 VisaV |
| 0.77% | 0.68% | $6.29亿 | 183.4万股 | $4.79亿 | 158.5万股 | +24.9万股+15.73% | 加仓 |
 Arista网络ANET |
| 0.76% | 0.68% | $6.21亿 | 365.5万股 | $4.80亿 | 391.0万股 | -25.5万股-6.52% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 0.75% | 0.73% | $6.14亿 | 2,114.9万股 | $5.14亿 | 1,983.9万股 | +131.0万股+6.61% | 加仓 |
| PPETROLEO BRASILEIROPBR |
| 0.68% | 0.83% | $5.50亿 | 3,756.3万股 | $5.82亿 | 3,102.7万股 | +653.5万股+21.06% | 加仓 |
 PALO ALTOPANW |
| 0.66% | 0.27% | $5.34亿 | 156.6万股 | $1.90亿 | 118.4万股 | +38.1万股+32.19% | 加仓 |
 台积电TSM |
| 0.65% | 0.44% | $5.28亿 | 110.6万股 | $3.08亿 | 91.0万股 | +19.6万股+21.57% | 加仓 |
 GE VernovaGEV |
| 0.65% | 0.56% | $5.27亿 | 44.9万股 | $3.92亿 | 44.9万股 | -185股-0.04% | 减仓 |
 英特尔INTC |
| 0.64% | 0.14% | $5.23亿 | 374.8万股 | $9,510.6万 | 215.5万股 | +159.3万股+73.92% | 加仓 |
 印孚瑟斯INFY |
| 0.63% | 0.74% | $5.14亿 | 4,904.1万股 | $5.21亿 | 3,857.0万股 | +1,047.1万股+27.15% | 加仓 |
 强生JNJ |
| 0.61% | 0.6% | $4.99亿 | 196.6万股 | $4.21亿 | 172.1万股 | +24.5万股+14.23% | 加仓 |
 万事达MA |
| 0.6% | 0.78% | $4.88亿 | 95.0万股 | $5.48亿 | 109.7万股 | -14.7万股-13.42% | 减仓 |
 VALEVALE |
| 0.56% | 0.63% | $4.54亿 | 3,021.6万股 | $4.39亿 | 2,756.2万股 | +265.4万股+9.63% | 加仓 |
| B纽约梅隆银行BK |
| 0.54% | 0.51% | $4.39亿 | 303.6万股 | $3.61亿 | 303.9万股 | -3,214股-0.11% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.54% | 0.67% | $4.37亿 | 346.0万股 | $4.68亿 | 335.4万股 | +10.5万股+3.15% | 加仓 |
 百时美施贵宝BMY |
| 0.51% | 0.58% | $4.17亿 | 724.5万股 | $4.08亿 | 673.4万股 | +51.1万股+7.59% | 加仓 |
| C花旗集团C |
| 0.51% | 0.49% | $4.13亿 | 294.9万股 | $3.41亿 | 300.6万股 | -5.7万股-1.89% | 减仓 |
| BBANK OF AMERBAC |
| 0.5% | 0.4% | $4.10亿 | 719.7万股 | $2.80亿 | 574.6万股 | +145.1万股+25.25% | 加仓 |
 西部数据WDC |
| 0.49% | 0.38% | $4.03亿 | 63.1万股 | $2.66亿 | 98.5万股 | -35.4万股-35.95% | 减仓 |
 可口可乐KO |
| 0.49% | 0.31% | $4.00亿 | 492.0万股 | $2.14亿 | 281.7万股 | +210.3万股+74.63% | 加仓 |
 摩根士丹利MS |
| 0.47% | 0.18% | $3.83亿 | 183.4万股 | $1.24亿 | 75.4万股 | +108.0万股+143.20% | 加仓 |
| HHDFC BANKHDB |
| 0.47% | 0.44% | $3.80亿 | 1,469.3万股 | $3.12亿 | 1,252.3万股 | +217.0万股+17.33% | 加仓 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 0.46% | 0.65% | $3.73亿 | 4,563.5万股 | $4.58亿 | 5,469.2万股 | -905.7万股-16.56% | 减仓 |
 捷普JBL |
| 0.45% | 0.45% | $3.64亿 | 94.4万股 | $3.15亿 | 118.7万股 | -24.3万股-20.49% | 减仓 |
| CCBRE CL ACBRE |
| 0.43% | 0.52% | $3.52亿 | 261.0万股 | $3.64亿 | 268.6万股 | -7.6万股-2.81% | 减仓 |
 罗克韦尔自动化ROK |
| 0.42% | 0.32% | $3.44亿 | 69.4万股 | $2.23亿 | 62.1万股 | +7.3万股+11.72% | 加仓 |
 UNITED RENTALSURI |
| 0.42% | 0.28% | $3.41亿 | 30.1万股 | $1.95亿 | 26.7万股 | +3.4万股+12.77% | 加仓 |
 纽蒙特NEM |
| 0.42% | 0.61% | $3.39亿 | 362.8万股 | $4.25亿 | 392.7万股 | -29.9万股-7.62% | 减仓 |
 TRAVELERS COSTRV |
| 0.4% | 0.4% | $3.28亿 | 99.3万股 | $2.80亿 | 96.0万股 | +3.2万股+3.38% | 加仓 |
 好市多COST |
| 0.4% | 0.41% | $3.24亿 | 34.7万股 | $2.90亿 | 29.1万股 | +5.6万股+19.17% | 加仓 |
