 英伟达NVDA |
| 6.38% | 5.96% | $5.06亿 | 258.8万股 | $4.08亿 | 234.1万股 | +24.7万股+10.53% | 加仓 |
 美光科技MU |
| 6.27% | 3.3% | $4.97亿 | 43.4万股 | $2.26亿 | 66.9万股 | -23.6万股-35.21% | 减仓 |
 谷歌AGOOGL |
| 5.13% | 4.2% | $4.07亿 | 115.0万股 | $2.87亿 | 99.9万股 | +15.1万股+15.12% | 加仓 |
 微软MSFT |
| 4.77% | 5.65% | $3.79亿 | 102.8万股 | $3.87亿 | 104.5万股 | -1.7万股-1.63% | 减仓 |
 博通AVGO |
| 4.56% | 3.86% | $3.62亿 | 97.0万股 | $2.64亿 | 85.5万股 | +11.6万股+13.52% | 加仓 |
 苹果AAPL |
| 4.51% | 4.55% | $3.58亿 | 126.9万股 | $3.11亿 | 122.7万股 | +4.1万股+3.36% | 加仓 |
 摩根大通JPM |
| 3.27% | 3.15% | $2.59亿 | 78.7万股 | $2.16亿 | 73.3万股 | +5.4万股+7.38% | 加仓 |
 亚马逊AMZN |
| 3.06% | 2.96% | $2.43亿 | 101.2万股 | $2.02亿 | 97.2万股 | +4.0万股+4.08% | 加仓 |
 摩托罗拉解决方案MSI |
| 2.33% | 2.77% | $1.85亿 | 44.8万股 | $1.89亿 | 43.7万股 | +1.2万股+2.67% | 加仓 |
 PALO ALTOPANW |
| 2.24% | 1.26% | $1.78亿 | 53.2万股 | $8,634.0万 | 53.9万股 | -6,627股-1.23% | 减仓 |
 派克汉尼汾PH |
| 2.2% | 2.29% | $1.75亿 | 18.1万股 | $1.57亿 | 17.5万股 | +6,022股+3.44% | 加仓 |
| T赛默飞世尔TMO |
| 2.09% | 1.93% | $1.66亿 | 32.8万股 | $1.32亿 | 26.9万股 | +5.9万股+22.09% | 加仓 |
 沃尔玛WMT |
| 1.82% | 2.16% | $1.44亿 | 125.8万股 | $1.48亿 | 119.1万股 | +6.7万股+5.64% | 加仓 |
 XPOXPO |
| 1.76% | 1.86% | $1.39亿 | 67.6万股 | $1.27亿 | 65.3万股 | +2.3万股+3.55% | 加仓 |
 默沙东MRK |
| 1.73% | 1.54% | $1.38亿 | 106.4万股 | $1.05亿 | 87.5万股 | +18.9万股+21.57% | 加仓 |
 礼来LLY |
| 1.72% | 1.28% | $1.37亿 | 11.2万股 | $8,772.4万 | 9.5万股 | +1.6万股+17.10% | 加仓 |
 GE VernovaGEV |
| 1.72% | 1.53% | $1.37亿 | 12.3万股 | $1.04亿 | 12.0万股 | +3,831股+3.20% | 加仓 |
 阿格尼科鹰矿AEM |
| 1.71% | 2.72% | $1.36亿 | 88.6万股 | $1.86亿 | 91.6万股 | -3.1万股-3.35% | 减仓 |
 阿斯利康AZN |
| 1.57% | 1.85% | $1.25亿 | 87.4万股 | $1.27亿 | 86.4万股 | +1.0万股+1.19% | 加仓 |
 TECK RESOURCESTECK |
| 1.55% | 1.59% | $1.23亿 | 211.1万股 | $1.09亿 | 209.8万股 | +1.3万股+0.61% | 加仓 |
 Meta平台META |
| 1.44% | 1.62% | $1.14亿 | 20.3万股 | $1.11亿 | 19.4万股 | +8,756股+4.51% | 加仓 |
 UNITED RENTALSURI |
| 1.27% | 0.89% | $1.01亿 | 9.0万股 | $6,118.4万 | 8.4万股 | +5,582股+6.65% | 加仓 |
 贝克休斯BKR |
| 1.26% | 1.72% | $1.00亿 | 179.1万股 | $1.18亿 | 193.2万股 | -14.1万股-7.32% | 减仓 |
 福泰制药VRTX |
| 1.18% | 1.08% | $9,387.4万 | 18.8万股 | $7,408.0万 | 16.6万股 | +2.2万股+13.42% | 加仓 |
 宝洁PG |
| 1.05% | 1.11% | $8,369.5万 | 56.4万股 | $7,592.6万 | 52.6万股 | +3.8万股+7.31% | 加仓 |
 TJXTJX |
| 1.05% | 1.22% | $8,336.6万 | 55.1万股 | $8,347.3万 | 52.3万股 | +2.9万股+5.46% | 加仓 |
 EntergyETR |
| 1.03% | 1.14% | $8,154.0万 | 70.1万股 | $7,818.1万 | 69.6万股 | +5,526股+0.79% | 加仓 |
 应用材料AMAT |
| 1.01% | 0.03% | $8,002.3万 | 11.8万股 | $191.2万 | 5,595股 | +11.3万股+2,015.23% | 加仓 |
 Ionis制药IONS |
| 0.95% | 0.9% | $7,519.5万 | 93.7万股 | $6,191.5万 | 82.5万股 | +11.3万股+13.65% | 加仓 |
| N新纪元能源NEE |
| 0.91% | 1.06% | $7,243.2万 | 81.7万股 | $7,229.6万 | 77.8万股 | +3.9万股+5.00% | 加仓 |
| C花旗集团C |
| 0.91% | 0.78% | $7,216.0万 | 50.7万股 | $5,360.7万 | 47.3万股 | +3.4万股+7.21% | 加仓 |
 HALLIBURTON COMHAL |
| 0.89% | 1.22% | $7,090.6万 | 208.0万股 | $8,334.9万 | 213.8万股 | -5.7万股-2.69% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.86% | 1.26% | $6,810.2万 | 160.1万股 | $8,629.8万 | 137.5万股 | +22.5万股+16.40% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.83% | 1.11% | $6,592.1万 | 96.2万股 | $7,599.6万 | 103.7万股 | -7.5万股-7.23% | 减仓 |
 METLIFE COMMET |
| 0.82% | 0.73% | $6,517.8万 | 75.8万股 | $5,025.0万 | 71.1万股 | +4.8万股+6.72% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.82% | 0.28% | $6,486.8万 | 17.4万股 | $1,886.5万 | 6.8万股 | +10.6万股+155.59% | 加仓 |
 摩根士丹利MS |
| 0.8% | 0.71% | $6,347.5万 | 30.0万股 | $4,828.2万 | 29.3万股 | +6,624股+2.26% | 加仓 |
 芝加哥商品交易所CME |
| 0.78% | 1.16% | $6,207.3万 | 28.4万股 | $7,941.1万 | 26.9万股 | +1.5万股+5.58% | 加仓 |
 SEMPRA COMSRE |
| 0.78% | 0.86% | $6,199.8万 | 66.1万股 | $5,854.2万 | 60.2万股 | +5.8万股+9.64% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.78% | 0.68% | $6,154.4万 | 24.9万股 | $4,674.8万 | 22.5万股 | +2.5万股+11.04% | 加仓 |
 FRANCO NEVFNV |
| 0.72% | 0.85% | $5,705.4万 | 27.5万股 | $5,786.9万 | 23.4万股 | +4.1万股+17.50% | 加仓 |
 再生元REGN |
| 0.62% | 0.8% | $4,912.8万 | 7.8万股 | $5,493.6万 | 7.1万股 | +6,838股+9.62% | 加仓 |
 艾伯维ABBV |
| 0.59% | 0.5% | $4,667.8万 | 18.4万股 | $3,396.1万 | 15.6万股 | +2.8万股+17.78% | 加仓 |
 泛林集团LRCX |
| 0.55% | 0.43% | $4,398.7万 | 10.6万股 | $2,923.3万 | 13.7万股 | -3.0万股-22.23% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.54% | 0.76% | $4,281.9万 | 16.1万股 | $5,228.4万 | 21.2万股 | -5.1万股-23.89% | 减仓 |
 WELLTOWER COMWELL |
| 0.54% | 0.51% | $4,262.4万 | 18.7万股 | $3,492.7万 | 17.7万股 | +1.1万股+5.97% | 加仓 |
 特斯拉TSLA |
| 0.54% | 0.53% | $4,255.7万 | 10.3万股 | $3,654.0万 | 9.8万股 | +4,797股+4.88% | 加仓 |
 思科CSCO |
| 0.53% | 0.17% | $4,214.2万 | 35.8万股 | $1,160.5万 | 15.0万股 | +20.9万股+139.52% | 加仓 |
| AAT&TT |
| 0.53% | 0.79% | $4,181.1万 | 192.0万股 | $5,382.7万 | 185.7万股 | +6.4万股+3.43% | 加仓 |
 可口可乐KO |
| 0.5% | 0.5% | $3,999.0万 | 48.4万股 | $3,435.6万 | 45.2万股 | +3.2万股+7.15% | 加仓 |
