 博通AVGO |
| 5.44% | 4.91% | $460.43亿 | 1.22亿股 | $359.56亿 | 1.16亿股 | +570.4万股+4.91% | 加仓 |
 美光科技MU |
| 4.02% | 1.94% | $340.16亿 | 2,947.0万股 | $142.07亿 | 4,205.4万股 | -1,258.5万股-29.92% | 减仓 |
 谷歌AGOOGL |
| 3.1% | 2.56% | $262.12亿 | 7,335.0万股 | $187.89亿 | 6,534.7万股 | +800.3万股+12.25% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.85% | 3.01% | $240.89亿 | 1.33亿股 | $220.65亿 | 1.33亿股 | -29.8万股-0.22% | 减仓 |
 Meta平台META |
| 2.72% | 3.2% | $230.25亿 | 4,087.7万股 | $234.86亿 | 4,105.5万股 | -17.9万股-0.43% | 减仓 |
 英伟达NVDA |
| 2.58% | 3.1% | $218.34亿 | 1.09亿股 | $227.16亿 | 1.30亿股 | -2,113.7万股-16.23% | 减仓 |
 微软MSFT |
| 2.43% | 3.12% | $205.67亿 | 5,513.9万股 | $228.49亿 | 6,173.4万股 | -659.5万股-10.68% | 减仓 |
 特斯拉TSLA |
| 2.27% | 2.18% | $192.36亿 | 4,573.6万股 | $159.48亿 | 4,290.4万股 | +283.2万股+6.60% | 加仓 |
 礼来LLY |
| 2.25% | 1.96% | $190.76亿 | 1,590.3万股 | $143.67亿 | 1,562.2万股 | +28.1万股+1.80% | 加仓 |
 台积电TSM |
| 1.94% | 1.52% | $164.11亿 | 3,437.2万股 | $111.10亿 | 3,288.7万股 | +148.5万股+4.52% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.77% | 1.75% | $149.99亿 | 4,245.2万股 | $128.39亿 | 4,476.0万股 | -230.8万股-5.16% | 减仓 |
 亚马逊AMZN |
| 1.72% | 1.43% | $145.89亿 | 6,120.8万股 | $105.00亿 | 5,041.9万股 | +1,078.9万股+21.40% | 加仓 |
 科磊KLAC |
| 1.61% | 0.82% | $136.68亿 | 4,531.8万股 | $60.12亿 | 408.4万股 | +4,123.4万股+1,009.63% | 加仓 |
 福泰制药VRTX |
| 1.53% | 1.55% | $129.72亿 | 2,611.5万股 | $113.28亿 | 2,536.8万股 | +74.7万股+2.94% | 加仓 |
 联合健康UNH |
| 1.47% | 1.03% | $124.23亿 | 2,988.8万股 | $75.17亿 | 2,778.3万股 | +210.5万股+7.57% | 加仓 |
 苹果AAPL |
| 1.34% | 0.94% | $113.83亿 | 3,934.5万股 | $68.87亿 | 2,714.0万股 | +1,220.5万股+44.97% | 加仓 |
 西部数据WDC |
| 1.25% | 0.44% | $106.02亿 | 1,659.8万股 | $32.13亿 | 1,188.0万股 | +471.8万股+39.72% | 加仓 |
 AMGEN COMAMGN |
| 1.24% | 1.41% | $105.29亿 | 2,907.5万股 | $103.05亿 | 2,928.8万股 | -21.3万股-0.73% | 减仓 |
 VisaV |
| 1.15% | 1.04% | $96.99亿 | 2,826.9万股 | $76.10亿 | 2,517.8万股 | +309.1万股+12.28% | 加仓 |
 星巴克SBUX |
| 1.1% | 1.26% | $93.49亿 | 9,147.5万股 | $92.55亿 | 1.03亿股 | -1,184.0万股-11.46% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 1.02% | 1.32% | $86.23亿 | 2.18亿股 | $96.42亿 | 1.98亿股 | +2,028.1万股+10.26% | 加仓 |
 CVS健康CVS |
| 0.92% | 0.76% | $77.54亿 | 7,495.2万股 | $55.48亿 | 7,724.9万股 | -229.7万股-2.97% | 减仓 |
 英特尔INTC |
| 0.91% | 0.48% | $77.08亿 | 5,521.3万股 | $35.25亿 | 7,987.7万股 | -2,466.4万股-30.88% | 减仓 |
 阿斯麦ASML |
| 0.88% | 0.67% | $74.08亿 | 372.7万股 | $49.27亿 | 373.3万股 | -6,706股-0.18% | 减仓 |
 联合太平洋铁路UNP |
| 0.87% | 0.9% | $73.83亿 | 2,714.2万股 | $65.68亿 | 2,707.2万股 | +6.9万股+0.26% | 加仓 |
 迪尔DE |
| 0.86% | 0.94% | $72.95亿 | 1,150.2万股 | $69.13亿 | 1,227.3万股 | -77.1万股-6.28% | 减仓 |
 EOG资源EOG |
| 0.85% | 1.02% | $71.94亿 | 5,545.2万股 | $75.03亿 | 5,189.1万股 | +356.1万股+6.86% | 加仓 |
 波音BA |
| 0.78% | 0.7% | $66.38亿 | 3,066.6万股 | $51.20亿 | 2,572.8万股 | +493.8万股+19.19% | 加仓 |
| BBANK OF AMERBAC |
| 0.78% | 0.96% | $66.02亿 | 1.16亿股 | $70.33亿 | 1.44亿股 | -2,843.9万股-19.71% | 减仓 |
 NETFLIXNFLX |
| 0.74% | 1.3% | $62.36亿 | 8,733.6万股 | $95.28亿 | 9,910.4万股 | -1,176.7万股-11.87% | 减仓 |
 D R HORTONDHI |
| 0.72% | 0.69% | $60.72亿 | 3,728.1万股 | $50.68亿 | 3,693.6万股 | +34.5万股+0.93% | 加仓 |
 南方电力SO |
| 0.71% | 0.74% | $59.84亿 | 6,251.9万股 | $54.28亿 | 5,624.0万股 | +627.9万股+11.16% | 加仓 |
 CloudflareNET |
| 0.7% | 0.64% | $59.67亿 | 2,432.6万股 | $46.91亿 | 2,273.6万股 | +159.0万股+6.99% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.7% | 0.75% | $59.29亿 | 1,867.1万股 | $55.20亿 | 2,006.2万股 | -139.1万股-6.94% | 减仓 |
 GE VernovaGEV |
| 0.7% | 0.51% | $58.83亿 | 500.7万股 | $37.21亿 | 426.3万股 | +74.5万股+17.47% | 加仓 |
 GE航空GE |
| 0.69% | 0.59% | $58.62亿 | 1,568.5万股 | $43.60亿 | 1,536.6万股 | +31.8万股+2.07% | 加仓 |
 TransDigmTDG |
| 0.67% | 0.74% | $56.93亿 | 427.4万股 | $54.08亿 | 466.6万股 | -39.2万股-8.41% | 减仓 |
 阿斯利康AZN |
| 0.66% | 0.75% | $56.29亿 | 3,007.5万股 | $55.20亿 | 2,826.5万股 | +181.1万股+6.41% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.61% | 0.78% | $51.79亿 | 4,098.9万股 | $57.53亿 | 4,128.4万股 | -29.5万股-0.71% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.47% | $48.26亿 | 1,917.9万股 | $34.45亿 | 1,584.1万股 | +333.8万股+21.07% | 加仓 |
 摩根大通JPM |
| 0.56% | 0.62% | $47.38亿 | 1,447.4万股 | $45.35亿 | 1,542.1万股 | -94.8万股-6.15% | 减仓 |
| C花旗集团C |
| 0.56% | 0.63% | $47.07亿 | 3,362.6万股 | $46.18亿 | 4,072.1万股 | -709.4万股-17.42% | 减仓 |
 家得宝HD |
| 0.55% | 0.72% | $46.46亿 | 1,317.5万股 | $53.09亿 | 1,614.4万股 | -296.9万股-18.39% | 减仓 |
| IIBMIBM |
| 0.54% | 0.56% | $45.57亿 | 1,620.8万股 | $41.35亿 | 1,706.2万股 | -85.5万股-5.01% | 减仓 |
 WELLTOWER COMWELL |
| 0.54% | 0.34% | $45.46亿 | 2,002.9万股 | $25.15亿 | 1,272.2万股 | +730.7万股+57.43% | 加仓 |
| AAPPLOVINAPP |
| 0.5% | 0.17% | $42.00亿 | 815.1万股 | $12.65亿 | 318.0万股 | +497.1万股+156.35% | 加仓 |
 惠顿贵金属WPM |
| 0.49% | 0.75% | $41.14亿 | 3,662.6万股 | $55.14亿 | 4,208.6万股 | -546.0万股-12.97% | 减仓 |
 ShopifySHOP |
| 0.46% | 0.55% | $38.92亿 | 3,408.8万股 | $39.96亿 | 3,369.7万股 | +39.1万股+1.16% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.46% | 0.36% | $38.87亿 | 1.19亿股 | $26.08亿 | 9,903.0万股 | +1,969.5万股+19.89% | 加仓 |
 AON SHS CL AAON |
| 0.46% | 0.51% | $38.85亿 | 1,171.2万股 | $37.05亿 | 1,147.8万股 | +23.4万股+2.04% | 加仓 |
