 苹果AAPL |
| 6.86% | 6.83% | $48.83亿 | 1,687.6万股 | $42.28亿 | 1,666.0万股 | +21.6万股+1.30% | 加仓 |
 英伟达NVDA |
| 5.61% | 5.69% | $39.95亿 | 1,996.7万股 | $35.21亿 | 2,019.1万股 | -22.4万股-1.11% | 减仓 |
 微软MSFT |
| 4.72% | 5.23% | $33.64亿 | 901.9万股 | $32.38亿 | 874.8万股 | +27.1万股+3.10% | 加仓 |
 谷歌AGOOGL |
| 4.21% | 3.82% | $30.02亿 | 839.9万股 | $23.65亿 | 822.5万股 | +17.5万股+2.13% | 加仓 |
 亚马逊AMZN |
| 4.01% | 3.81% | $28.55亿 | 1,198.0万股 | $23.58亿 | 1,132.0万股 | +65.9万股+5.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.35% | 3.16% | $23.84亿 | 674.6万股 | $19.58亿 | 682.5万股 | -7.8万股-1.15% | 减仓 |
 特斯拉TSLA |
| 3.02% | 2.58% | $21.49亿 | 510.9万股 | $16.01亿 | 430.6万股 | +80.3万股+18.65% | 加仓 |
 博通AVGO |
| 2.26% | 2.17% | $16.08亿 | 425.7万股 | $13.47亿 | 435.1万股 | -9.3万股-2.15% | 减仓 |
 Meta平台META |
| 1.42% | 1.64% | $10.13亿 | 179.8万股 | $10.14亿 | 177.2万股 | +2.6万股+1.48% | 加仓 |
 美光科技MU |
| 1.33% | 0.47% | $9.48亿 | 82.2万股 | $2.91亿 | 86.1万股 | -4.0万股-4.61% | 减仓 |
 AMD超威AMD |
| 1.19% | 0.51% | $8.48亿 | 146.1万股 | $3.16亿 | 155.6万股 | -9.5万股-6.11% | 减仓 |
 礼来LLY |
| 1.15% | 1.08% | $8.19亿 | 68.3万股 | $6.66亿 | 72.4万股 | -4.2万股-5.73% | 减仓 |
 摩根大通JPM |
| 1.09% | 1.12% | $7.79亿 | 238.1万股 | $6.95亿 | 236.1万股 | +2.0万股+0.83% | 加仓 |
 思科CSCO |
| 0.99% | 0.77% | $7.07亿 | 601.8万股 | $4.75亿 | 612.6万股 | -10.8万股-1.76% | 减仓 |
 强生JNJ |
| 0.87% | 1.03% | $6.21亿 | 244.7万股 | $6.37亿 | 260.6万股 | -15.8万股-6.08% | 减仓 |
 卡特彼勒CAT |
| 0.82% | 0.59% | $5.81亿 | 54.6万股 | $3.66亿 | 51.7万股 | +2.9万股+5.60% | 加仓 |
 默沙东MRK |
| 0.78% | 0.91% | $5.54亿 | 431.0万股 | $5.61亿 | 466.5万股 | -35.5万股-7.62% | 减仓 |
 应用材料AMAT |
| 0.76% | 0.41% | $5.41亿 | 74.9万股 | $2.54亿 | 74.2万股 | +6,576股+0.89% | 加仓 |
 VisaV |
| 0.73% | 0.79% | $5.23亿 | 152.3万股 | $4.90亿 | 162.2万股 | -9.9万股-6.08% | 减仓 |
 艾伯维ABBV |
| 0.73% | 0.78% | $5.16亿 | 205.2万股 | $4.80亿 | 220.8万股 | -15.6万股-7.05% | 减仓 |
 GE航空GE |
| 0.7% | 0.56% | $5.00亿 | 133.8万股 | $3.48亿 | 122.6万股 | +11.2万股+9.16% | 加仓 |
 英特尔INTC |
| 0.69% | 0.28% | $4.94亿 | 353.7万股 | $1.73亿 | 392.6万股 | -39.0万股-9.93% | 减仓 |
 泛林集团LRCX |
| 0.64% | 0.36% | $4.56亿 | 105.1万股 | $2.21亿 | 103.3万股 | +1.8万股+1.73% | 加仓 |
 万事达MA |
| 0.63% | 0.71% | $4.48亿 | 87.1万股 | $4.42亿 | 88.5万股 | -1.4万股-1.57% | 减仓 |
 联合健康UNH |
| 0.6% | 0.37% | $4.29亿 | 103.2万股 | $2.29亿 | 84.5万股 | +18.7万股+22.17% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.77% | $4.04亿 | 357.1万股 | $4.75亿 | 382.4万股 | -25.4万股-6.63% | 减仓 |
 WELLTOWER COMWELL |
| 0.56% | 0.54% | $4.00亿 | 176.1万股 | $3.33亿 | 168.6万股 | +7.5万股+4.46% | 加仓 |
 可口可乐KO |
| 0.55% | 0.61% | $3.95亿 | 486.3万股 | $3.78亿 | 497.3万股 | -11.0万股-2.21% | 减仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.47% | $3.62亿 | 636.1万股 | $2.93亿 | 602.0万股 | +34.1万股+5.66% | 加仓 |
 宝洁PG |
| 0.5% | 0.64% | $3.58亿 | 244.3万股 | $3.93亿 | 272.4万股 | -28.1万股-10.33% | 减仓 |
| IIBMIBM |
| 0.5% | 0.45% | $3.53亿 | 125.4万股 | $2.80亿 | 115.7万股 | +9.7万股+8.40% | 加仓 |
 科磊KLAC |
| 0.48% | 0.29% | $3.45亿 | 114.4万股 | $1.82亿 | 12.4万股 | +102.0万股+823.94% | 加仓 |
 迈威尔MRVL |
| 0.46% | 0.24% | $3.29亿 | 110.4万股 | $1.49亿 | 150.9万股 | -40.5万股-26.83% | 减仓 |
 好市多COST |
| 0.46% | 0.57% | $3.24亿 | 34.7万股 | $3.53亿 | 35.4万股 | -7,653股-2.16% | 减仓 |
 联合太平洋铁路UNP |
| 0.46% | 0.37% | $3.24亿 | 119.2万股 | $2.28亿 | 94.1万股 | +25.1万股+26.73% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.44% | 0.4% | $3.16亿 | 79.6万股 | $2.45亿 | 76.9万股 | +2.7万股+3.50% | 加仓 |
 德州仪器TXN |
| 0.44% | 0.29% | $3.10亿 | 104.1万股 | $1.80亿 | 92.7万股 | +11.5万股+12.37% | 加仓 |
| PPROLOGIS COMPLD |
| 0.42% | 0.41% | $3.02亿 | 222.6万股 | $2.55亿 | 192.9万股 | +29.7万股+15.38% | 加仓 |
 EquinixEQIX |
| 0.42% | 0.43% | $2.96亿 | 28.4万股 | $2.66亿 | 27.1万股 | +1.3万股+4.63% | 加仓 |
 伊顿ETN |
| 0.4% | 0.34% | $2.88亿 | 67.5万股 | $2.13亿 | 59.4万股 | +8.1万股+13.63% | 加仓 |
 高盛GS |
| 0.4% | 0.38% | $2.87亿 | 28.4万股 | $2.37亿 | 28.0万股 | +4,251股+1.52% | 加仓 |
 甲骨文ORCL |
| 0.4% | 0.41% | $2.83亿 | 193.4万股 | $2.57亿 | 174.6万股 | +18.8万股+10.75% | 加仓 |
 家得宝HD |
| 0.39% | 0.44% | $2.75亿 | 78.0万股 | $2.70亿 | 82.1万股 | -4.0万股-4.90% | 减仓 |
 林德LIN |
| 0.36% | 0.38% | $2.58亿 | 49.7万股 | $2.38亿 | 48.1万股 | +1.6万股+3.38% | 加仓 |
 埃克森美孚XOM |
| 0.36% | 0.5% | $2.58亿 | 188.6万股 | $3.10亿 | 182.5万股 | +6.2万股+3.38% | 加仓 |
 安费诺APH |
| 0.36% | 0.25% | $2.57亿 | 145.8万股 | $1.54亿 | 122.1万股 | +23.7万股+19.44% | 加仓 |
 DANAHER DEL COMDHR |
| 0.36% | 0.4% | $2.55亿 | 133.9万股 | $2.47亿 | 130.2万股 | +3.7万股+2.85% | 加仓 |
| N新纪元能源NEE |
| 0.35% | 0.38% | $2.50亿 | 285.0万股 | $2.34亿 | 251.8万股 | +33.2万股+13.17% | 加仓 |
 NETFLIXNFLX |
| 0.34% | 0.51% | $2.42亿 | 338.5万股 | $3.17亿 | 329.9万股 | +8.6万股+2.62% | 加仓 |
 美敦力MDT |
| 0.33% | 0.37% | $2.34亿 | 299.0万股 | $2.29亿 | 264.0万股 | +35.0万股+13.27% | 加仓 |
