 谷歌AGOOGL |
| 2.43% | 2.2% | $1,115.4万 | 3.1万股 | $923.4万 | 3.2万股 | -900股-2.80% | 减仓 |
 美光科技MU |
| 2.21% | 0.07% | $1,015.8万 | 8,800股 | $30.4万 | 900股 | +7,900股+877.78% | 加仓 |
 埃克森美孚XOM |
| 1.52% | 0.76% | $699.3万 | 5.1万股 | $318.1万 | 1.9万股 | +3.2万股+172.80% | 加仓 |
 泛林集团LRCX |
| 1.51% | 0.93% | $693.3万 | 1.6万股 | $391.0万 | 1.8万股 | -2,300股-12.57% | 减仓 |
 思科CSCO |
| 1.45% | 0.65% | $664.8万 | 5.7万股 | $273.9万 | 3.5万股 | +2.1万股+60.34% | 加仓 |
 摩根大通JPM |
| 1.43% | 2.06% | $659.6万 | 2.0万股 | $864.6万 | 2.9万股 | -9,241股-31.44% | 减仓 |
| S三星电子 |
| 1.36% | 1.43% | $625.2万 | 2.9万股 | $600.4万 | 5.5万股 | -2.6万股-47.27% | 减仓 |
 微软MSFT |
| 1.3% | 0.86% | $598.7万 | 1.6万股 | $360.9万 | 9,750股 | +6,300股+64.62% | 加仓 |
 应用材料AMAT |
| 1.19% | 0.34% | $549.5万 | 7,600股 | $142.8万 | 4,179股 | +3,421股+81.86% | 加仓 |
 英伟达NVDA |
| 1.19% | 1.55% | $548.2万 | 2.7万股 | $651.7万 | 3.7万股 | -9,970股-26.68% | 减仓 |
 亚马逊AMZN |
| 1.13% | 0.56% | $520.8万 | 2.2万股 | $234.3万 | 1.1万股 | +1.1万股+94.22% | 加仓 |
 高盛GS |
| 1.1% | 0.87% | $505.9万 | 5,002股 | $363.9万 | 4,302股 | +700股+16.27% | 加仓 |
 苹果AAPL |
| 1.1% | 1.22% | $504.8万 | 1.7万股 | $511.3万 | 2.0万股 | -2,700股-13.40% | 减仓 |
| BBANK OF AMERBAC |
| 1.02% | 0.81% | $470.9万 | 8.3万股 | $340.9万 | 7.0万股 | +1.3万股+18.20% | 加仓 |
| C花旗集团C |
| 0.94% | 0.53% | $431.1万 | 3.1万股 | $222.3万 | 2.0万股 | +1.1万股+57.14% | 加仓 |
| Q高通QCOM |
| 0.87% | 0.58% | $401.0万 | 2.2万股 | $243.4万 | 1.9万股 | +2,800股+14.81% | 加仓 |
 雷神技术RTX |
| 0.85% | 0.69% | $390.8万 | 2.1万股 | $288.6万 | 1.5万股 | +5,637股+37.67% | 加仓 |
 自由港麦克莫兰FCX |
| 0.85% | 0.17% | $390.5万 | 6.2万股 | $73.5万 | 1.3万股 | +5.0万股+396.80% | 加仓 |
 阿斯利康AZN |
| 0.83% | 0.93% | $379.9万 | 2.0万股 | $393.2万 | 2.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.82% | 0.08% | $378.4万 | 1.5万股 | $31.8万 | 1,300股 | +1.4万股+1,046.15% | 加仓 |
 雪佛龙CVX |
| 0.82% | 0.54% | $378.4万 | 2.3万股 | $226.1万 | 1.1万股 | +1.2万股+108.89% | 加仓 |
 博通AVGO |
| 0.82% | 0.79% | $377.8万 | 1.0万股 | $331.2万 | 1.1万股 | -700股-6.54% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.78% | — | $356.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| N诺华NVS |
| 0.73% | 0.77% | $337.6万 | 2.2万股 | $323.6万 | 2.2万股 | 00.00% | 持仓不变 |
| RRoche Holding AG |
| 0.73% | 0.75% | $334.5万 | 8,108股 | $317.5万 | 8,108股 | 00.00% | 持仓不变 |
| AABB |
| 0.73% | 0.58% | $334.4万 | 3.1万股 | $242.4万 | 3.1万股 | 00.00% | 持仓不变 |
| UUniCredit SpA |
| 0.69% | 0.59% | $315.8万 | 3.5万股 | $247.5万 | 3.5万股 | 00.00% | 持仓不变 |
| RRenesas Electronics Corp |
| 0.66% | 0.33% | $301.7万 | 10.2万股 | $137.9万 | 10.2万股 | 00.00% | 持仓不变 |
 SAP SPON ADRSAP |
| 0.65% | 0.5% | $299.0万 | 1.9万股 | $212.3万 | 1.2万股 | +7,000股+56.45% | 加仓 |
 通用汽车GM |
| 0.64% | 0.05% | $295.2万 | 3.8万股 | $20.1万 | 2,700股 | +3.6万股+1,318.52% | 加仓 |
 德州仪器TXN |
| 0.64% | 0.38% | $292.1万 | 9,800股 | $161.1万 | 8,300股 | +1,500股+18.07% | 加仓 |
 卡特彼勒CAT |
| 0.63% | 0.66% | $287.5万 | 2,700股 | $276.3万 | 3,900股 | -1,200股-30.77% | 减仓 |
 西部数据WDC |
| 0.63% | — | $287.4万 | 4,500股 | $0 | 0股 | +4,500股 | 新买入 |
| B必和必拓 |
| 0.59% | 0.54% | $272.0万 | 6.6万股 | $228.1万 | 6.6万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.59% | 0.49% | $270.4万 | 1.9万股 | $207.6万 | 1.8万股 | +1,200股+6.86% | 加仓 |
| RRolls-Royce |
| 0.58% | 0.5% | $268.2万 | 14.0万股 | $208.8万 | 14.0万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.56% | 0.39% | $255.8万 | 2,258股 | $164.5万 | 2,258股 | 00.00% | 持仓不变 |
| CCaixaBank SA |
| 0.55% | 0.5% | $255.0万 | 18.0万股 | $210.9万 | 18.0万股 | 00.00% | 持仓不变 |
| OORIX SPONSORED ADRIX |
| 0.55% | 0.47% | $252.6万 | 6.6万股 | $199.1万 | 6.6万股 | 00.00% | 持仓不变 |
| BBANCO SANTANDER |
| 0.53% | 0.46% | $244.7万 | 17.7万股 | $193.6万 | 17.7万股 | 00.00% | 持仓不变 |
| SSumitomo Mitsui Financial Group Inc |
| 0.52% | 0.46% | $241.3万 | 6.2万股 | $194.5万 | 6.2万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.52% | 0.51% | $238.0万 | 7,600股 | $213.7万 | 6,000股 | +1,600股+26.67% | 加仓 |
 Meta平台META |
| 0.51% | 0.07% | $236.6万 | 4,201股 | $28.7万 | 501股 | +3,700股+738.52% | 加仓 |
 宝洁PG |
| 0.51% | 0.09% | $236.1万 | 1.6万股 | $37.5万 | 2,593股 | +1.4万股+520.90% | 加仓 |
| DDBS |
| 0.51% | 0.49% | $234.1万 | 4.6万股 | $204.2万 | 4.6万股 | 00.00% | 持仓不变 |
| FFujikura Ltd |
| 0.5% | 0.37% | $230.3万 | 6.0万股 | $154.3万 | 6.0万股 | 00.00% | 持仓不变 |
| DDeutsche Telekom AG |
| 0.49% | 0.73% | $226.9万 | 8.3万股 | $305.8万 | 8.3万股 | +142股+0.17% | 加仓 |
 GE VernovaGEV |
| 0.48% | 0.12% | $222.8万 | 1,896股 | $52.0万 | 596股 | +1,300股+218.12% | 加仓 |
| BBNP Paribas SA |
| 0.48% | 0.42% | $220.4万 | 1.9万股 | $176.1万 | 1.9万股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.48% | 0.05% | $218.6万 | 2.3万股 | $19.5万 | 1,800股 | +2.2万股+1,200.00% | 加仓 |
