 博通AVGO |
| 5.96% | 5.57% | $427.32亿 | 1.13亿股 | $359.05亿 | 1.16亿股 | -289.9万股-2.50% | 减仓 |
 英伟达NVDA |
| 5.66% | 5.22% | $405.65亿 | 2.03亿股 | $336.64亿 | 1.93亿股 | +970.3万股+5.03% | 加仓 |
 微软MSFT |
| 4.93% | 5.52% | $353.42亿 | 9,475.0万股 | $355.67亿 | 9,609.3万股 | -134.3万股-1.40% | 减仓 |
 亚马逊AMZN |
| 4.01% | 3.83% | $287.45亿 | 1.21亿股 | $246.64亿 | 1.18亿股 | +217.0万股+1.83% | 加仓 |
 礼来LLY |
| 3.49% | 3.51% | $250.37亿 | 2,087.3万股 | $226.55亿 | 2,463.3万股 | -376.0万股-15.26% | 减仓 |
 谷歌AGOOGL |
| 3.12% | 2.57% | $223.45亿 | 6,252.7万股 | $165.48亿 | 5,754.7万股 | +498.1万股+8.65% | 加仓 |
 Meta平台META |
| 3.11% | 2.74% | $223.17亿 | 3,962.0万股 | $176.82亿 | 3,091.0万股 | +871.0万股+28.18% | 加仓 |
 苹果AAPL |
| 2.4% | 2.52% | $171.85亿 | 5,939.4万股 | $162.50亿 | 6,403.6万股 | -464.2万股-7.25% | 减仓 |
 应用材料AMAT |
| 2.23% | 1.56% | $160.20亿 | 2,215.9万股 | $100.67亿 | 2,945.5万股 | -729.6万股-24.77% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.13% | 2.05% | $152.43亿 | 8,425.4万股 | $131.98亿 | 7,982.3万股 | +443.1万股+5.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.11% | 1.79% | $151.54亿 | 4,289.1万股 | $115.58亿 | 4,030.5万股 | +258.6万股+6.42% | 加仓 |
 GE航空GE |
| 1.61% | 1.53% | $115.64亿 | 3,094.3万股 | $98.53亿 | 3,472.5万股 | -378.2万股-10.89% | 减仓 |
 星巴克SBUX |
| 1.56% | 1.42% | $112.05亿 | 1.10亿股 | $91.69亿 | 1.02亿股 | +730.1万股+7.13% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.52% | 1.21% | $108.77亿 | 3,425.6万股 | $77.74亿 | 2,825.6万股 | +600.1万股+21.24% | 加仓 |
 英特尔INTC |
| 1.44% | 0.53% | $102.97亿 | 7,375.0万股 | $34.11亿 | 7,730.2万股 | -355.2万股-4.59% | 减仓 |
 雷神技术RTX |
| 1.39% | 1.57% | $99.32亿 | 5,234.6万股 | $100.95亿 | 5,233.7万股 | +8,869股+0.02% | 加仓 |
 福泰制药VRTX |
| 1.35% | 1.46% | $96.82亿 | 1,949.1万股 | $94.33亿 | 2,112.6万股 | -163.5万股-7.74% | 减仓 |
 优步UBER |
| 1.32% | 1.3% | $94.29亿 | 1.31亿股 | $83.68亿 | 1.16亿股 | +1,432.3万股+12.31% | 加仓 |
 摩根大通JPM |
| 1.27% | 1.25% | $90.82亿 | 2,774.6万股 | $80.63亿 | 2,741.3万股 | +33.3万股+1.21% | 加仓 |
 林德LIN |
| 1.26% | 1.23% | $90.45亿 | 1,743.1万股 | $79.58亿 | 1,605.2万股 | +137.9万股+8.59% | 加仓 |
 思科CSCO |
| 1.1% | 0.77% | $78.90亿 | 6,717.4万股 | $49.62亿 | 6,394.9万股 | +322.5万股+5.04% | 加仓 |
 CARRIER GLOBALCARR |
| 1.09% | 1.02% | $77.80亿 | 1.06亿股 | $65.54亿 | 1.16亿股 | -1,032.7万股-8.87% | 减仓 |
 艾伯维ABBV |
| 1.06% | 1.05% | $75.75亿 | 3,010.2万股 | $67.97亿 | 3,125.5万股 | -115.3万股-3.69% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.88% | 0.9% | $63.13亿 | 7,639.6万股 | $58.03亿 | 7,289.4万股 | +350.2万股+4.80% | 加仓 |
 康宁GLW |
| 0.88% | 0.46% | $63.09亿 | 2,469.9万股 | $29.71亿 | 2,184.7万股 | +285.1万股+13.05% | 加仓 |
 万事达MA |
| 0.83% | 1.08% | $59.71亿 | 1,162.6万股 | $69.37亿 | 1,388.5万股 | -225.8万股-16.26% | 减仓 |
 家得宝HD |
| 0.83% | 0.76% | $59.26亿 | 1,680.2万股 | $49.29亿 | 1,498.6万股 | +181.6万股+12.12% | 加仓 |
 甲骨文ORCL |
| 0.81% | 0.73% | $58.25亿 | 3,974.6万股 | $47.28亿 | 3,213.9万股 | +760.7万股+23.67% | 加仓 |
 PROGRESSIVEPGR |
| 0.81% | 0.69% | $58.00亿 | 2,654.9万股 | $44.75亿 | 2,257.4万股 | +397.5万股+17.61% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.74% | 0.73% | $53.26亿 | 313.8万股 | $46.98亿 | 271.7万股 | +42.1万股+15.49% | 加仓 |
 安费诺APH |
| 0.73% | 0.52% | $51.98亿 | 2,948.8万股 | $33.64亿 | 2,663.1万股 | +285.7万股+10.73% | 加仓 |
 道明尼能源D |
| 0.7% | 0.47% | $50.44亿 | 7,385.6万股 | $30.28亿 | 4,897.6万股 | +2,488.0万股+50.80% | 加仓 |
 台积电TSM |
| 0.7% | 0.52% | $49.99亿 | 1,047.4万股 | $33.74亿 | 999.0万股 | +48.5万股+4.85% | 加仓 |
 NETFLIXNFLX |
| 0.68% | 1.01% | $49.06亿 | 6,870.1万股 | $65.42亿 | 6,804.6万股 | +65.5万股+0.96% | 加仓 |
 联合太平洋铁路UNP |
| 0.65% | 0.64% | $46.55亿 | 1,711.2万股 | $41.02亿 | 1,690.6万股 | +20.6万股+1.22% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 0.64% | 1.24% | $45.92亿 | 1.16亿股 | $80.21亿 | 1.64亿股 | -4,836.5万股-29.41% | 减仓 |
 埃克森美孚XOM |
| 0.64% | 0.89% | $45.59亿 | 3,334.2万股 | $57.18亿 | 3,370.1万股 | -35.9万股-1.07% | 减仓 |
 美光科技MU |
| 0.62% | 0.22% | $44.18亿 | 382.7万股 | $14.04亿 | 415.6万股 | -32.9万股-7.91% | 减仓 |
 联合健康UNH |
| 0.61% | 0.72% | $43.79亿 | 1,053.4万股 | $46.30亿 | 1,711.2万股 | -657.8万股-38.44% | 减仓 |
 贝莱德·INC COMBLK |
| 0.6% | 0.69% | $42.87亿 | 445.8万股 | $44.34亿 | 461.0万股 | -15.2万股-3.30% | 减仓 |
 ALTRIAMO |
| 0.59% | 0.26% | $42.20亿 | 5,865.4万股 | $16.95亿 | 2,568.0万股 | +3,297.4万股+128.40% | 加仓 |
 希捷STX |
| 0.58% | 0.35% | $41.75亿 | 432.7万股 | $22.47亿 | 573.6万股 | -140.9万股-24.57% | 减仓 |
| CCARVANA CL ACVNA |
| 0.58% | 0.53% | $41.74亿 | 6,342.3万股 | $34.11亿 | 1,085.1万股 | +5,257.3万股+484.52% | 加仓 |
 TransDigmTDG |
| 0.58% | 0.57% | $41.55亿 | 311.9万股 | $36.43亿 | 314.4万股 | -2.4万股-0.76% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.56% | 0.61% | $40.30亿 | 6,966.3万股 | $39.37亿 | 6,830.4万股 | +135.9万股+1.99% | 加仓 |
 摩根士丹利MS |
| 0.53% | 0.52% | $37.78亿 | 1,807.1万股 | $33.35亿 | 2,027.1万股 | -220.0万股-10.85% | 减仓 |
 特斯拉TSLA |
| 0.5% | 0.5% | $35.75亿 | 849.9万股 | $32.06亿 | 862.5万股 | -12.6万股-1.46% | 减仓 |
 雅培ABT |
| 0.47% | 0.79% | $33.49亿 | 3,690.9万股 | $51.10亿 | 4,977.5万股 | -1,286.6万股-25.85% | 减仓 |
 CENTERPOINT ENERGY COMCNP |
| 0.44% | 0.48% | $31.44亿 | 7,138.2万股 | $31.19亿 | 7,227.6万股 | -89.4万股-1.24% | 减仓 |
 空气化工APD |
| 0.43% | 0.47% | $31.08亿 | 1,060.2万股 | $30.24亿 | 1,041.1万股 | +19.2万股+1.84% | 加仓 |
