 英伟达NVDA |
| 6.15% | 6.35% | $32.10亿 | 1,604.5万股 | $29.19亿 | 1,674.0万股 | -69.6万股-4.15% | 减仓 |
 瑞银UBS |
| 5.26% | 4.72% | $27.43亿 | 5,523.3万股 | $21.67亿 | 5,667.5万股 | -144.2万股-2.54% | 减仓 |
 苹果AAPL |
| 5.14% | 5.15% | $26.81亿 | 926.7万股 | $23.69亿 | 933.6万股 | -7.0万股-0.75% | 减仓 |
 微软MSFT |
| 3.25% | 4.33% | $16.95亿 | 454.4万股 | $19.89亿 | 537.4万股 | -82.9万股-15.43% | 减仓 |
 谷歌AGOOGL |
| 2.97% | 2.65% | $15.48亿 | 433.1万股 | $12.18亿 | 423.4万股 | +9.7万股+2.29% | 加仓 |
 亚马逊AMZN |
| 2.76% | 2.65% | $14.40亿 | 604.3万股 | $12.17亿 | 584.2万股 | +20.1万股+3.44% | 加仓 |
 博通AVGO |
| 2.25% | 2.11% | $11.76亿 | 311.3万股 | $9.71亿 | 313.6万股 | -2.3万股-0.74% | 减仓 |
 美光科技MU |
| 2.18% | 0.61% | $11.39亿 | 98.7万股 | $2.82亿 | 83.4万股 | +15.3万股+18.34% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.77% | 1.83% | $9.24亿 | 261.4万股 | $8.40亿 | 292.9万股 | -31.5万股-10.76% | 减仓 |
 礼来LLY |
| 1.52% | 1.28% | $7.93亿 | 66.1万股 | $5.87亿 | 63.8万股 | +2.3万股+3.57% | 加仓 |
 Meta平台META |
| 1.5% | 1.69% | $7.80亿 | 138.6万股 | $7.79亿 | 136.1万股 | +2.4万股+1.78% | 加仓 |
 AMD超威AMD |
| 1.46% | 0.33% | $7.65亿 | 131.6万股 | $1.51亿 | 74.2万股 | +57.4万股+77.28% | 加仓 |
 特斯拉TSLA |
| 1.39% | 1.66% | $7.25亿 | 172.3万股 | $7.65亿 | 205.7万股 | -33.4万股-16.25% | 减仓 |
| AAMRIZE SHSAMRZ |
| 1.1% | 1.26% | $5.76亿 | 1,084.8万股 | $5.79亿 | 1,068.1万股 | +16.7万股+1.56% | 加仓 |
 ALCON ORD SHSALC |
| 1.03% | 1.29% | $5.36亿 | 791.6万股 | $5.92亿 | 802.3万股 | -10.7万股-1.34% | 减仓 |
 VisaV |
| 0.88% | 0.82% | $4.58亿 | 133.6万股 | $3.78亿 | 125.0万股 | +8.6万股+6.87% | 加仓 |
 摩根大通JPM |
| 0.86% | 1.17% | $4.49亿 | 137.1万股 | $5.37亿 | 182.6万股 | -45.5万股-24.94% | 减仓 |
 万事达MA |
| 0.74% | 0.69% | $3.86亿 | 75.2万股 | $3.18亿 | 63.6万股 | +11.5万股+18.13% | 加仓 |
 沃尔玛WMT |
| 0.71% | 0.91% | $3.72亿 | 328.8万股 | $4.17亿 | 335.2万股 | -6.5万股-1.92% | 减仓 |
 强生JNJ |
| 0.69% | 0.83% | $3.59亿 | 141.5万股 | $3.81亿 | 156.0万股 | -14.5万股-9.28% | 减仓 |
 阿斯利康AZN |
| 0.67% | 0.84% | $3.52亿 | 187.9万股 | $3.86亿 | 199.3万股 | -11.4万股-5.72% | 减仓 |
 埃克森美孚XOM |
| 0.64% | 0.69% | $3.36亿 | 245.9万股 | $3.19亿 | 188.3万股 | +57.6万股+30.61% | 加仓 |
 WELLTOWER COMWELL |
| 0.59% | 0.48% | $3.05亿 | 134.6万股 | $2.22亿 | 112.5万股 | +22.1万股+19.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.36% | $2.95亿 | 59.0万股 | $1.67亿 | 34.9万股 | +24.1万股+69.21% | 加仓 |
 摩根士丹利MS |
| 0.53% | 0.21% | $2.78亿 | 132.8万股 | $9,736.8万 | 59.2万股 | +73.7万股+124.52% | 加仓 |
 PALO ALTOPANW |
| 0.53% | 0.3% | $2.76亿 | 80.9万股 | $1.39亿 | 86.4万股 | -5.5万股-6.32% | 减仓 |
 卡特彼勒CAT |
| 0.5% | 0.4% | $2.61亿 | 24.5万股 | $1.83亿 | 25.8万股 | -1.3万股-5.15% | 减仓 |
 GE VernovaGEV |
| 0.5% | 0.41% | $2.60亿 | 22.2万股 | $1.89亿 | 21.6万股 | +5,499股+2.54% | 加仓 |
 林德LIN |
| 0.49% | 0.51% | $2.58亿 | 49.6万股 | $2.33亿 | 47.0万股 | +2.6万股+5.56% | 加仓 |
 LOGITECH INTL SHSLOGI |
| 0.46% | 0.47% | $2.42亿 | 257.6万股 | $2.16亿 | 240.0万股 | +17.5万股+7.30% | 加仓 |
 艾伯维ABBV |
| 0.46% | 0.31% | $2.38亿 | 94.5万股 | $1.44亿 | 66.1万股 | +28.4万股+43.07% | 加仓 |
 应用材料AMAT |
| 0.45% | 0.3% | $2.34亿 | 32.4万股 | $1.37亿 | 40.0万股 | -7.6万股-18.92% | 减仓 |
| B纽约梅隆银行BK |
| 0.43% | 0.38% | $2.24亿 | 154.8万股 | $1.73亿 | 145.9万股 | +8.9万股+6.09% | 加仓 |
 VertivVRT |
| 0.43% | 0.39% | $2.23亿 | 66.6万股 | $1.81亿 | 72.4万股 | -5.8万股-8.04% | 减仓 |
 思科CSCO |
| 0.42% | 0.33% | $2.19亿 | 186.6万股 | $1.52亿 | 195.3万股 | -8.7万股-4.47% | 减仓 |
 GE航空GE |
| 0.42% | 0.37% | $2.18亿 | 58.2万股 | $1.69亿 | 59.6万股 | -1.4万股-2.33% | 减仓 |
 安费诺APH |
| 0.42% | 0.37% | $2.17亿 | 123.3万股 | $1.71亿 | 135.4万股 | -12.1万股-8.96% | 减仓 |
 英特尔INTC |
| 0.42% | 0.31% | $2.17亿 | 155.4万股 | $1.41亿 | 320.0万股 | -164.6万股-51.43% | 减仓 |
 泛林集团LRCX |
| 0.41% | 0.23% | $2.13亿 | 49.1万股 | $1.08亿 | 50.5万股 | -1.4万股-2.86% | 减仓 |
 CVS健康CVS |
| 0.39% | 0.22% | $2.05亿 | 198.4万股 | $1.03亿 | 143.8万股 | +54.6万股+37.96% | 加仓 |
 好市多COST |
| 0.39% | 0.52% | $2.05亿 | 21.9万股 | $2.37亿 | 23.8万股 | -1.9万股-8.03% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.38% | 0.38% | $1.99亿 | 173.3万股 | $1.75亿 | 185.7万股 | -12.4万股-6.67% | 减仓 |
 QUANTA SVCSPWR |
| 0.38% | 0.36% | $1.99亿 | 27.6万股 | $1.64亿 | 29.9万股 | -2.3万股-7.63% | 减仓 |
 Arista网络ANET |
| 0.38% | 0.36% | $1.97亿 | 116.2万股 | $1.64亿 | 133.7万股 | -17.5万股-13.09% | 减仓 |
 可口可乐KO |
| 0.37% | 0.41% | $1.94亿 | 239.3万股 | $1.90亿 | 249.9万股 | -10.6万股-4.26% | 减仓 |
 高盛GS |
| 0.37% | 0.32% | $1.91亿 | 18.9万股 | $1.45亿 | 17.2万股 | +1.7万股+9.64% | 加仓 |
 默沙东MRK |
| 0.36% | 0.27% | $1.90亿 | 148.2万股 | $1.23亿 | 102.4万股 | +45.8万股+44.71% | 加仓 |
 福泰制药VRTX |
| 0.36% | 0.37% | $1.89亿 | 38.1万股 | $1.68亿 | 37.7万股 | +3,749股+0.99% | 加仓 |
 家得宝HD |
| 0.35% | 0.19% | $1.80亿 | 51.2万股 | $8,867.2万 | 27.0万股 | +24.2万股+89.80% | 加仓 |
 飞塔FTNT |
| 0.34% | 0.22% | $1.78亿 | 116.0万股 | $9,916.2万 | 121.3万股 | -5.3万股-4.37% | 减仓 |
