 微软MSFT |
| 49.28% | 45.44% | $235.55亿 | 6,314.7万股 | $235.37亿 | 6,358.5万股 | -43.7万股-0.69% | 减仓 |
 Meta平台META |
| 25.3% | 23.64% | $120.92亿 | 2,146.7万股 | $122.44亿 | 2,140.0万股 | +6.7万股+0.31% | 加仓 |
 亚马逊AMZN |
| 3.55% | 11.41% | $16.95亿 | 711.2万股 | $59.08亿 | 2,836.7万股 | -2,125.6万股-74.93% | 减仓 |
 万事达MA |
| 2.7% | 2.38% | $12.90亿 | 251.3万股 | $12.31亿 | 246.4万股 | +4.8万股+1.95% | 加仓 |
 TransDigmTDG |
| 2.5% | 1.92% | $11.96亿 | 89.8万股 | $9.92亿 | 85.6万股 | +4.2万股+4.91% | 加仓 |
 VisaV |
| 2.36% | 1.73% | $11.29亿 | 329.0万股 | $8.95亿 | 296.1万股 | +32.8万股+11.09% | 加仓 |
 台积电TSM |
| 2.17% | 1.26% | $10.39亿 | 217.5万股 | $6.53亿 | 193.2万股 | +24.3万股+12.59% | 加仓 |
 达美乐披萨DPZ |
| 1.65% | 1.73% | $7.87亿 | 265.8万股 | $8.95亿 | 249.5万股 | +16.3万股+6.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.58% | 1.18% | $7.53亿 | 213.1万股 | $6.11亿 | 213.1万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 1.48% | 1.39% | $7.05亿 | 173.2万股 | $7.18亿 | 168.9万股 | +4.3万股+2.55% | 加仓 |
 EquifaxEFX |
| 1.46% | 1.45% | $7.00亿 | 441.1万股 | $7.54亿 | 418.5万股 | +22.6万股+5.41% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.21% | 1.08% | $5.76亿 | 242.9万股 | $5.59亿 | 239.8万股 | +3.0万股+1.27% | 加仓 |
 PINNACLE WEST CAPPNW |
| 0.87% | 0.75% | $4.15亿 | 387.5万股 | $3.88亿 | 385.5万股 | +2.0万股+0.52% | 加仓 |
 DTE ENERGY COMDTE |
| 0.61% | 0.58% | $2.93亿 | 192.3万股 | $2.98亿 | 203.8万股 | -11.6万股-5.67% | 减仓 |
 EntergyETR |
| 0.56% | 0.37% | $2.67亿 | 232.4万股 | $1.94亿 | 172.3万股 | +60.1万股+34.86% | 加仓 |
 恩智浦NXPI |
| 0.51% | 0.33% | $2.43亿 | 86.3万股 | $1.70亿 | 86.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.45% | 0.3% | $2.14亿 | 60.0万股 | $1.53亿 | 53.2万股 | +6.8万股+12.79% | 加仓 |
 NISOURCE COMNI |
| 0.45% | 0.4% | $2.14亿 | 449.3万股 | $2.10亿 | 449.3万股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.34% | 0.44% | $1.62亿 | 168.8万股 | $2.29亿 | 237.6万股 | -68.7万股-28.93% | 减仓 |
| AAMEREN COMDHS |
| 0.3% | 0.26% | $1.41亿 | 124.8万股 | $1.37亿 | 124.8万股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.28% | 0.29% | $1.33亿 | 96.9万股 | $1.48亿 | 113.2万股 | -16.2万股-14.34% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.26% | 0.27% | $1.23亿 | 105.1万股 | $1.39亿 | 119.8万股 | -14.7万股-12.27% | 减仓 |
 CMS ENERGY COMCMS |
| 0.17% | 0.16% | $8,099.7万 | 105.9万股 | $8,214.0万 | 105.9万股 | 00.00% | 持仓不变 |
