 英伟达NVDA |
| 6.62% | 6.56% | $35.99亿 | 1,798.7万股 | $31.28亿 | 1,793.5万股 | +5.2万股+0.29% | 加仓 |
 苹果AAPL |
| 5.5% | 5.31% | $29.91亿 | 1,033.5万股 | $25.33亿 | 997.9万股 | +35.6万股+3.57% | 加仓 |
 谷歌AGOOGL |
| 4.66% | 4.23% | $25.31亿 | 708.2万股 | $20.17亿 | 701.4万股 | +6.8万股+0.97% | 加仓 |
 微软MSFT |
| 3.98% | 4.41% | $21.65亿 | 580.3万股 | $21.05亿 | 568.6万股 | +11.7万股+2.06% | 加仓 |
 亚马逊AMZN |
| 3.9% | 3.86% | $21.22亿 | 890.5万股 | $18.40亿 | 883.6万股 | +6.8万股+0.77% | 加仓 |
 阿斯利康AZN |
| 3.54% | 4.26% | $19.27亿 | 1,016.1万股 | $20.31亿 | 1,030.0万股 | -13.9万股-1.35% | 减仓 |
 博通AVGO |
| 2.62% | 2.64% | $14.22亿 | 376.3万股 | $12.58亿 | 406.3万股 | -30.0万股-7.38% | 减仓 |
 美光科技MU |
| 1.9% | 0.69% | $10.34亿 | 89.6万股 | $3.30亿 | 97.5万股 | -7.9万股-8.14% | 减仓 |
 VisaV |
| 1.61% | 1.42% | $8.75亿 | 255.0万股 | $6.77亿 | 223.9万股 | +31.1万股+13.88% | 加仓 |
 礼来LLY |
| 1.43% | 1.27% | $7.75亿 | 64.6万股 | $6.04亿 | 65.7万股 | -1.1万股-1.63% | 减仓 |
 Meta平台META |
| 1.37% | 1.61% | $7.45亿 | 132.3万股 | $7.66亿 | 133.8万股 | -1.5万股-1.14% | 减仓 |
 台积电TSM |
| 1.34% | 1.13% | $7.27亿 | 152.1万股 | $5.38亿 | 159.3万股 | -7.1万股-4.48% | 减仓 |
 摩根大通JPM |
| 1.32% | 1.37% | $7.17亿 | 219.0万股 | $6.53亿 | 222.0万股 | -3.0万股-1.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.3% | 1.22% | $7.09亿 | 200.7万股 | $5.84亿 | 203.5万股 | -2.8万股-1.39% | 减仓 |
 特斯拉TSLA |
| 1.22% | 1.22% | $6.63亿 | 157.7万股 | $5.81亿 | 156.3万股 | +1.3万股+0.86% | 加仓 |
 AMD超威AMD |
| 1.09% | 0.44% | $5.93亿 | 102.1万股 | $2.10亿 | 103.3万股 | -1.2万股-1.17% | 减仓 |
 英特尔INTC |
| 1.07% | 0.43% | $5.82亿 | 416.7万股 | $2.03亿 | 459.9万股 | -43.2万股-9.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 0.96% | $4.72亿 | 94.3万股 | $4.57亿 | 95.5万股 | -1.1万股-1.18% | 减仓 |
 思科CSCO |
| 0.71% | 0.51% | $3.87亿 | 329.7万股 | $2.43亿 | 313.8万股 | +16.0万股+5.09% | 加仓 |
 默沙东MRK |
| 0.71% | 0.73% | $3.84亿 | 298.7万股 | $3.48亿 | 289.6万股 | +9.1万股+3.14% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.65% | 0.8% | $3.55亿 | 20.9万股 | $3.82亿 | 22.1万股 | -1.2万股-5.27% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.62% | $3.38亿 | 134.2万股 | $2.94亿 | 135.2万股 | -9,234股-0.68% | 减仓 |
 应用材料AMAT |
| 0.61% | 0.34% | $3.33亿 | 46.0万股 | $1.64亿 | 47.9万股 | -1.9万股-3.95% | 减仓 |
 德州仪器TXN |
| 0.6% | 0.39% | $3.25亿 | 108.9万股 | $1.88亿 | 96.7万股 | +12.2万股+12.64% | 加仓 |
 联合健康UNH |
| 0.57% | 0.43% | $3.10亿 | 74.5万股 | $2.04亿 | 75.6万股 | -1.0万股-1.36% | 减仓 |
 林德LIN |
| 0.56% | 0.58% | $3.05亿 | 58.8万股 | $2.77亿 | 55.9万股 | +2.8万股+5.04% | 加仓 |
 强生JNJ |
| 0.56% | 0.62% | $3.02亿 | 118.9万股 | $2.94亿 | 120.3万股 | -1.3万股-1.10% | 减仓 |
 埃克森美孚XOM |
| 0.55% | 0.8% | $3.02亿 | 220.6万股 | $3.80亿 | 223.8万股 | -3.2万股-1.42% | 减仓 |
 泛林集团LRCX |
| 0.53% | 0.3% | $2.87亿 | 66.2万股 | $1.44亿 | 67.4万股 | -1.2万股-1.81% | 减仓 |
 家得宝HD |
| 0.53% | 0.56% | $2.86亿 | 81.0万股 | $2.65亿 | 80.6万股 | +4,190股+0.52% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.51% | 0.4% | $2.80亿 | 14.1万股 | $1.91亿 | 13.8万股 | +2,791股+2.02% | 加仓 |
 CORE & MAINCNM |
| 0.49% | 0.6% | $2.65亿 | 548.9万股 | $2.84亿 | 575.3万股 | -26.4万股-4.59% | 减仓 |
 卡特彼勒CAT |
| 0.48% | 0.37% | $2.59亿 | 24.3万股 | $1.76亿 | 24.9万股 | -5,600股-2.25% | 减仓 |
 西屋制动WAB |
| 0.48% | 0.52% | $2.59亿 | 96.1万股 | $2.48亿 | 99.2万股 | -3.2万股-3.18% | 减仓 |
 高盛GS |
| 0.46% | 0.45% | $2.53亿 | 25.0万股 | $2.15亿 | 25.5万股 | -4,904股-1.93% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.46% | 0.41% | $2.52亿 | 323.5万股 | $1.95亿 | 214.1万股 | +109.4万股+51.08% | 加仓 |
 宝洁PG |
| 0.46% | 0.51% | $2.51亿 | 171.3万股 | $2.42亿 | 167.7万股 | +3.6万股+2.16% | 加仓 |
 钢铁动力STLD |
| 0.46% | 0.41% | $2.48亿 | 108.3万股 | $1.98亿 | 109.9万股 | -1.7万股-1.51% | 减仓 |
 ROYALTY PHARMARPRX |
| 0.45% | 0.38% | $2.42亿 | 432.0万股 | $1.83亿 | 380.8万股 | +51.1万股+13.42% | 加仓 |
 CHUBB LIMITEDCB |
| 0.44% | 0.37% | $2.41亿 | 70.6万股 | $1.74亿 | 53.5万股 | +17.1万股+31.98% | 加仓 |
 沃尔玛WMT |
| 0.44% | 0.56% | $2.41亿 | 212.4万股 | $2.66亿 | 213.8万股 | -1.4万股-0.67% | 减仓 |
 HCA医疗HCA |
| 0.43% | 0.57% | $2.36亿 | 60.4万股 | $2.73亿 | 57.7万股 | +2.7万股+4.73% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.42% | $2.19亿 | 121.3万股 | $2.01亿 | 121.5万股 | -1,816股-0.15% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.4% | 0.34% | $2.18亿 | 91.9万股 | $1.63亿 | 69.9万股 | +22.0万股+31.50% | 加仓 |
 VertivVRT |
| 0.4% | 0.4% | $2.18亿 | 65.1万股 | $1.91亿 | 76.2万股 | -11.0万股-14.47% | 减仓 |
 好市多COST |
| 0.4% | 0.49% | $2.18亿 | 23.3万股 | $2.34亿 | 23.5万股 | -2,029股-0.86% | 减仓 |
| T赛默飞世尔TMO |
| 0.4% | 0.52% | $2.17亿 | 43.3万股 | $2.50亿 | 50.9万股 | -7.5万股-14.79% | 减仓 |
 科磊KLAC |
| 0.4% | 0.23% | $2.16亿 | 71.7万股 | $1.08亿 | 7.3万股 | +64.4万股+878.84% | 加仓 |
| NNextPowerNXT |
| 0.39% | 0.39% | $2.14亿 | 179.7万股 | $1.88亿 | 155.9万股 | +23.8万股+15.29% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.38% | 0.36% | $2.07亿 | 52.1万股 | $1.71亿 | 53.8万股 | -1.7万股-3.12% | 减仓 |
