 英伟达NVDA |
| 3.65% | 2.96% | $25.72亿 | 1,285.7万股 | $18.00亿 | 1,032.1万股 | +253.5万股+24.56% | 加仓 |
 苹果AAPL |
| 3.34% | 3.44% | $23.55亿 | 813.8万股 | $20.90亿 | 823.5万股 | -9.7万股-1.17% | 减仓 |
 微软MSFT |
| 2.8% | 3.23% | $19.78亿 | 530.3万股 | $19.61亿 | 529.9万股 | +4,360股+0.08% | 加仓 |
 亚马逊AMZN |
| 2.64% | 2.64% | $18.59亿 | 780.0万股 | $16.06亿 | 771.2万股 | +8.8万股+1.15% | 加仓 |
| E爱克斯龙EXC |
| 2.13% | 1.99% | $15.00亿 | 3,217.0万股 | $12.07亿 | 2,462.0万股 | +754.9万股+30.66% | 加仓 |
 台积电TSM |
| 2.04% | 1.64% | $14.40亿 | 301.5万股 | $9.97亿 | 294.9万股 | +6.6万股+2.23% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.95% | 2.08% | $13.74亿 | 840.3万股 | $12.64亿 | 732.6万股 | +107.7万股+14.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.82% | 1.62% | $12.87亿 | 364.3万股 | $9.87亿 | 344.1万股 | +20.2万股+5.87% | 加仓 |
 谷歌AGOOGL |
| 1.78% | 1.66% | $12.58亿 | 352.0万股 | $10.09亿 | 350.9万股 | +1.1万股+0.32% | 加仓 |
 CROWN CASTLE COMCCI |
| 1.62% | 1.8% | $11.44亿 | 1,510.0万股 | $10.95亿 | 1,346.3万股 | +163.7万股+12.16% | 加仓 |
 FERROVIAL NV ORD SHSFER |
| 1.44% | 1.37% | $10.15亿 | 1,482.1万股 | $8.30亿 | 1,296.6万股 | +185.5万股+14.31% | 加仓 |
 爱迪生联合电气ED |
| 1.32% | 1.32% | $9.31亿 | 841.9万股 | $8.01亿 | 707.6万股 | +134.3万股+18.98% | 加仓 |
 VisaV |
| 1.2% | 1.2% | $8.49亿 | 247.5万股 | $7.30亿 | 241.5万股 | +6.1万股+2.51% | 加仓 |
 礼来LLY |
| 1.18% | 1.09% | $8.33亿 | 69.4万股 | $6.60亿 | 71.8万股 | -2.4万股-3.32% | 减仓 |
 科磊KLAC |
| 1.04% | 0.71% | $7.32亿 | 242.7万股 | $4.31亿 | 29.3万股 | +213.5万股+729.73% | 加仓 |
 AMD超威AMD |
| 0.98% | 0.32% | $6.95亿 | 119.6万股 | $1.94亿 | 95.3万股 | +24.3万股+25.54% | 加仓 |
 美光科技MU |
| 0.92% | 0.43% | $6.50亿 | 56.4万股 | $2.60亿 | 77.0万股 | -20.7万股-26.83% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.91% | 0.89% | $6.45亿 | 162.5万股 | $5.44亿 | 170.9万股 | -8.4万股-4.90% | 减仓 |
 博通AVGO |
| 0.9% | 1.39% | $6.34亿 | 167.7万股 | $8.42亿 | 272.2万股 | -104.5万股-38.38% | 减仓 |
 PALO ALTOPANW |
| 0.88% | 0.55% | $6.19亿 | 181.5万股 | $3.32亿 | 207.3万股 | -25.9万股-12.47% | 减仓 |
| BBANK OF AMERBAC |
| 0.87% | 0.89% | $6.16亿 | 1,081.7万股 | $5.41亿 | 1,109.1万股 | -27.4万股-2.47% | 减仓 |
 阿斯麦ASML |
| 0.81% | 0.74% | $5.69亿 | 28.6万股 | $4.49亿 | 34.0万股 | -5.3万股-15.74% | 减仓 |
| T赛默飞世尔TMO |
| 0.81% | 0.99% | $5.69亿 | 113.4万股 | $6.01亿 | 122.2万股 | -8.8万股-7.20% | 减仓 |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 0.77% | 0.87% | $5.42亿 | 2,086.0万股 | $5.30亿 | 2,080.8万股 | +5.2万股+0.25% | 加仓 |
 安费诺APH |
| 0.76% | 0.66% | $5.37亿 | 304.7万股 | $4.02亿 | 317.9万股 | -13.1万股-4.14% | 减仓 |
 AMETEK COMAME |
| 0.71% | 0.57% | $5.02亿 | 207.3万股 | $3.47亿 | 161.9万股 | +45.5万股+28.09% | 加仓 |
 加拿大国家铁路CNI |
| 0.66% | 1.54% | $4.66亿 | 391.2万股 | $9.34亿 | 907.8万股 | -516.6万股-56.91% | 减仓 |
 阿斯利康AZN |
| 0.62% | 0.71% | $4.38亿 | 233.3万股 | $4.33亿 | 221.7万股 | +11.6万股+5.22% | 加仓 |
 宝洁PG |
| 0.6% | 0.85% | $4.21亿 | 287.1万股 | $5.17亿 | 357.7万股 | -70.6万股-19.74% | 减仓 |
| PPETROLEO BRASILEIROPBR |
| 0.59% | 0.86% | $4.14亿 | 2,561.5万股 | $5.24亿 | 2,525.1万股 | +36.3万股+1.44% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.56% | 0.85% | $3.94亿 | 320.0万股 | $5.15亿 | 327.2万股 | -7.1万股-2.18% | 减仓 |
 罗克韦尔自动化ROK |
| 0.56% | 0.45% | $3.93亿 | 79.4万股 | $2.71亿 | 75.6万股 | +3.7万股+4.94% | 加仓 |
 应用材料AMAT |
| 0.53% | 0.31% | $3.73亿 | 51.6万股 | $1.86亿 | 54.4万股 | -2.8万股-5.22% | 减仓 |
 AON SHS CL AAON |
| 0.53% | 0.65% | $3.72亿 | 112.3万股 | $3.93亿 | 121.7万股 | -9.4万股-7.75% | 减仓 |
 直觉外科ISRG |
| 0.52% | 0.49% | $3.68亿 | 92.6万股 | $2.99亿 | 64.9万股 | +27.7万股+42.73% | 加仓 |
 印孚瑟斯INFY |
| 0.51% | 0.6% | $3.61亿 | 3,440.6万股 | $3.62亿 | 2,677.6万股 | +763.0万股+28.49% | 加仓 |
| AASE TECHNOLOGYASX |
| 0.51% | 0.48% | $3.60亿 | 797.0万股 | $2.93亿 | 1,353.0万股 | -556.0万股-41.09% | 减仓 |
 VALEVALE |
| 0.51% | 0.62% | $3.59亿 | 2,387.9万股 | $3.77亿 | 2,368.6万股 | +19.3万股+0.81% | 加仓 |
 Meta平台META |
| 0.51% | 0.6% | $3.58亿 | 63.5万股 | $3.64亿 | 63.7万股 | -1,815股-0.28% | 减仓 |
 DANAHER DEL COMDHR |
| 0.5% | 0.63% | $3.56亿 | 187.0万股 | $3.85亿 | 202.9万股 | -15.9万股-7.83% | 减仓 |
 强生JNJ |
| 0.49% | 0.52% | $3.47亿 | 136.5万股 | $3.18亿 | 130.3万股 | +6.2万股+4.74% | 加仓 |
 TELEKOMUNIKASI INDTLK |
| 0.47% | 0.77% | $3.34亿 | 2,488.8万股 | $4.69亿 | 2,513.0万股 | -24.2万股-0.96% | 减仓 |
| Q高通QCOM |
| 0.47% | 0.54% | $3.32亿 | 179.7万股 | $3.27亿 | 254.3万股 | -74.5万股-29.32% | 减仓 |
 CREDICORPBAP |
| 0.47% | 0.33% | $3.31亿 | 85.1万股 | $2.01亿 | 59.3万股 | +25.7万股+43.38% | 加仓 |
 林德LIN |
| 0.47% | 0.53% | $3.29亿 | 63.4万股 | $3.25亿 | 65.5万股 | -2.1万股-3.26% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.45% | 0.41% | $3.16亿 | 84.3万股 | $2.49亿 | 89.6万股 | -5.3万股-5.96% | 减仓 |
 CHUBB LIMITEDCB |
| 0.45% | 0.52% | $3.16亿 | 92.7万股 | $3.17亿 | 97.2万股 | -4.5万股-4.65% | 减仓 |
 可口可乐KO |
| 0.45% | 0.51% | $3.14亿 | 386.3万股 | $3.13亿 | 411.3万股 | -24.9万股-6.07% | 减仓 |
 嘉信理财SCHW |
| 0.44% | 0.44% | $3.09亿 | 334.7万股 | $2.69亿 | 286.4万股 | +48.3万股+16.85% | 加仓 |
| RRB GLOBALRBA |
| 0.44% | 0.35% | $3.08亿 | 264.9万股 | $2.10亿 | 219.2万股 | +45.7万股+20.86% | 加仓 |
