 iShares安硕·MBSACGL |
| 3.32% | 3.49% | $20.96亿 | 2,159.6万股 | $21.76亿 | 2,266.6万股 | -107.0万股-4.72% | 减仓 |
| B纽约梅隆银行BK |
| 3.14% | 2.95% | $19.79亿 | 1,368.7万股 | $18.36亿 | 1,547.6万股 | -178.8万股-11.56% | 减仓 |
 谷歌AGOOGL |
| 3.14% | 2.59% | $19.78亿 | 553.4万股 | $16.16亿 | 562.0万股 | -8.6万股-1.53% | 减仓 |
 Elevance健康ELV |
| 2.81% | 2.41% | $17.72亿 | 458.1万股 | $15.01亿 | 512.7万股 | -54.6万股-10.65% | 减仓 |
 嘉信理财SCHW |
| 2.77% | 2.63% | $17.47亿 | 1,893.1万股 | $16.40亿 | 1,745.1万股 | +148.0万股+8.48% | 加仓 |
| C花旗集团C |
| 2.64% | 2.09% | $16.68亿 | 1,191.5万股 | $13.04亿 | 1,149.8万股 | +41.7万股+3.63% | 加仓 |
 美国运通AXP |
| 2.42% | 2.23% | $15.29亿 | 452.1万股 | $13.90亿 | 459.4万股 | -7.3万股-1.59% | 减仓 |
 ICON PUB LTD COICLR |
| 2.38% | 1.47% | $15.00亿 | 863.6万股 | $9.16亿 | 827.9万股 | +35.7万股+4.32% | 加仓 |
| WWILLIS TOWERS WATSONWTW |
| 2.3% | 1.77% | $14.48亿 | 554.1万股 | $11.01亿 | 378.7万股 | +175.4万股+46.33% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.3% | 2% | $14.48亿 | 289.4万股 | $12.49亿 | 260.6万股 | +28.8万股+11.05% | 加仓 |
 ARGENX SPONSORED ADRARGX |
| 2.22% | 1.72% | $14.00亿 | 150.9万股 | $10.72亿 | 146.8万股 | +4.1万股+2.78% | 加仓 |
 Meta平台META |
| 2.11% | 2.15% | $13.33亿 | 236.7万股 | $13.40亿 | 234.3万股 | +2.4万股+1.04% | 加仓 |
| GGARMIN SHSGRMN |
| 1.99% | 2.05% | $12.57亿 | 529.3万股 | $12.81亿 | 552.0万股 | -22.7万股-4.11% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.92% | 1.36% | $12.12亿 | 726.9万股 | $8.46亿 | 487.6万股 | +239.3万股+49.09% | 加仓 |
 PROGRESSIVEPGR |
| 1.78% | 1.66% | $11.21亿 | 513.2万股 | $10.33亿 | 520.9万股 | -7.7万股-1.47% | 减仓 |
 AXALTA COATING SYSAXTA |
| 1.72% | 1.28% | $10.86亿 | 3,173.3万股 | $7.98亿 | 2,879.6万股 | +293.7万股+10.20% | 加仓 |
 亚马逊AMZN |
| 1.67% | 1.81% | $10.53亿 | 442.0万股 | $11.29亿 | 541.9万股 | -99.9万股-18.44% | 减仓 |
 IQVIAIQV |
| 1.45% | 1.38% | $9.17亿 | 474.3万股 | $8.63亿 | 505.9万股 | -31.5万股-6.24% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 1.39% | 1.02% | $8.76亿 | 5,043.9万股 | $6.36亿 | 3,367.0万股 | +1,676.9万股+49.81% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 1.37% | 1.07% | $8.66亿 | 241.2万股 | $6.66亿 | 265.8万股 | -24.6万股-9.26% | 减仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.11% | 1.19% | $7.03亿 | 263.4万股 | $7.39亿 | 323.0万股 | -59.6万股-18.46% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.99% | 1.02% | $6.23亿 | 135.7万股 | $6.33亿 | 130.6万股 | +5.0万股+3.87% | 加仓 |
 AON SHS CL AAON |
| 0.97% | 0.85% | $6.14亿 | 185.1万股 | $5.31亿 | 164.4万股 | +20.6万股+12.56% | 加仓 |
 博通AVGO |
| 0.97% | 1.02% | $6.09亿 | 161.2万股 | $6.36亿 | 205.5万股 | -44.2万股-21.53% | 减仓 |
 贝克休斯BKR |
| 0.95% | 1.21% | $6.01亿 | 1,083.7万股 | $7.54亿 | 1,235.2万股 | -151.5万股-12.26% | 减仓 |
 爱德华生命科学EW |
| 0.95% | 0.67% | $5.99亿 | 662.6万股 | $4.17亿 | 520.1万股 | +142.5万股+27.39% | 加仓 |
 英伟达NVDA |
| 0.95% | 0.59% | $5.97亿 | 298.3万股 | $3.66亿 | 209.8万股 | +88.5万股+42.19% | 加仓 |
 台积电TSM |
| 0.93% | 0.79% | $5.89亿 | 123.4万股 | $4.93亿 | 145.8万股 | -22.3万股-15.33% | 减仓 |
 森科能源SU |
| 0.93% | 1.83% | $5.84亿 | 1,085.6万股 | $11.42亿 | 1,726.2万股 | -640.6万股-37.11% | 减仓 |
 伍德沃德WWD |
| 0.92% | 0.81% | $5.82亿 | 136.8万股 | $5.04亿 | 140.9万股 | -4.1万股-2.90% | 减仓 |
 InsmedINSM |
| 0.92% | 1.71% | $5.80亿 | 544.2万股 | $10.67亿 | 652.7万股 | -108.6万股-16.63% | 减仓 |
 GE航空GE |
| 0.87% | 0.16% | $5.48亿 | 146.7万股 | $9,878.8万 | 34.8万股 | +111.9万股+321.48% | 加仓 |
 SCHEIN HENRYHSIC |
| 0.86% | 0.78% | $5.40亿 | 646.7万股 | $4.84亿 | 657.3万股 | -10.6万股-1.61% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.84% | 0.45% | $5.31亿 | 347.3万股 | $2.79亿 | 300.4万股 | +46.8万股+15.59% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.83% | 0.71% | $5.24亿 | 546.6万股 | $4.43亿 | 535.4万股 | +11.2万股+2.08% | 加仓 |
 GE VernovaGEV |
| 0.81% | 0.97% | $5.09亿 | 43.3万股 | $6.06亿 | 69.4万股 | -26.1万股-37.64% | 减仓 |
| CCBRE CL ACBRE |
| 0.79% | 0.86% | $5.01亿 | 371.8万股 | $5.36亿 | 395.8万股 | -24.0万股-6.05% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 0.78% | 0.49% | $4.94亿 | 480.2万股 | $3.03亿 | 636.8万股 | -156.6万股-24.59% | 减仓 |
 ShopifySHOP |
| 0.74% | 0.83% | $4.65亿 | 407.4万股 | $5.17亿 | 436.2万股 | -28.8万股-6.60% | 减仓 |
| DDOORDASHDASH |
| 0.7% | 0.5% | $4.40亿 | 238.5万股 | $3.11亿 | 206.8万股 | +31.7万股+15.35% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.64% | 0.46% | $4.01亿 | 20.2万股 | $2.87亿 | 20.8万股 | -6,064股-2.91% | 减仓 |
 雷神技术RTX |
| 0.63% | 0.7% | $3.96亿 | 208.9万股 | $4.39亿 | 227.4万股 | -18.5万股-8.13% | 减仓 |
 礼来LLY |
| 0.62% | 0.35% | $3.94亿 | 32.8万股 | $2.21亿 | 24.0万股 | +8.8万股+36.80% | 加仓 |
| AASTERA LABSALAB |
| 0.6% | 0.1% | $3.75亿 | 77.7万股 | $6,143.9万 | 56.1万股 | +21.7万股+38.66% | 加仓 |
| RRBC BEARINGSRBC |
| 0.58% | 0.5% | $3.66亿 | 56.8万股 | $3.13亿 | 57.6万股 | -8,217股-1.43% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.58% | 0.55% | $3.66亿 | 466.3万股 | $3.42亿 | 462.9万股 | +3.4万股+0.73% | 加仓 |
 SITIMESITM |
| 0.57% | 0.11% | $3.62亿 | 48.5万股 | $6,769.1万 | 19.6万股 | +28.9万股+147.50% | 加仓 |
 泛林集团LRCX |
| 0.54% | 1.72% | $3.41亿 | 78.6万股 | $10.75亿 | 503.0万股 | -424.3万股-84.37% | 减仓 |
 CNH INDLCNH |
| 0.53% | 0.55% | $3.35亿 | 2,980.9万股 | $3.45亿 | 3,133.4万股 | -152.5万股-4.87% | 减仓 |
 CARRIER GLOBALCARR |
| 0.53% | 0.36% | $3.34亿 | 454.9万股 | $2.24亿 | 397.3万股 | +57.6万股+14.50% | 加仓 |
