 微软MSFT |
| 6.44% | 6.8% | $1.79亿 | 74.8万股 | $1.75亿 | 75.1万股 | -3,402股-0.45% | 减仓 |
 林德LIN |
| 4.47% | 4.08% | $1.25亿 | 38.2万股 | $1.05亿 | 38.4万股 | -2,172股-0.57% | 减仓 |
 苹果AAPL |
| 4.22% | 6.66% | $1.18亿 | 90.4万股 | $1.72亿 | 124.1万股 | -33.7万股-27.12% | 减仓 |
 谷歌AGOOGL |
| 3.53% | 3.24% | $9,837.3万 | 111.5万股 | $8,350.4万 | 87.3万股 | +24.2万股+27.71% | 加仓 |
 亚马逊AMZN |
| 3.05% | 2.17% | $8,506.0万 | 101.3万股 | $5,592.6万 | 49.5万股 | +51.8万股+104.60% | 加仓 |
 STELLANTIS N.V SHSSTLA |
| 2.57% | 2.7% | $7,160.9万 | 504.3万股 | $6,945.6万 | 578.3万股 | -74.0万股-12.80% | 减仓 |
 联合健康UNH |
| 2% | 2.08% | $5,579.6万 | 10.5万股 | $5,340.8万 | 10.6万股 | -510股-0.48% | 减仓 |
 万事达MA |
| 1.98% | 1.91% | $5,503.7万 | 15.8万股 | $4,919.4万 | 17.3万股 | -1.5万股-8.52% | 减仓 |
 礼来LLY |
| 1.97% | 1.89% | $5,495.9万 | 15.0万股 | $4,876.8万 | 15.1万股 | -596股-0.40% | 减仓 |
 百事可乐PEP |
| 1.95% | 1.6% | $5,437.3万 | 30.1万股 | $4,122.9万 | 25.3万股 | +4.8万股+19.18% | 加仓 |
 VisaV |
| 1.93% | 1.95% | $5,388.8万 | 25.9万股 | $5,022.2万 | 28.3万股 | -2.3万股-8.25% | 减仓 |
| BBANK OF AMERBAC |
| 1.77% | 2.28% | $4,930.8万 | 148.9万股 | $5,857.8万 | 194.0万股 | -45.1万股-23.25% | 减仓 |
 摩根大通JPM |
| 1.77% | 1.85% | $4,926.3万 | 36.7万股 | $4,759.2万 | 45.5万股 | -8.8万股-19.34% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.77% | 1.75% | $4,922.7万 | 26.1万股 | $4,492.3万 | 26.2万股 | -1,272股-0.48% | 减仓 |
| QQIAGEN NV SHS NEW (NETHERLANDS) |
| 1.67% | 1.62% | $4,644.2万 | 93.1万股 | $4,172.5万 | 99.2万股 | -6.1万股-6.11% | 减仓 |
 贝莱德·INC COMBLK |
| 1.65% | 1.39% | $4,602.3万 | 6.5万股 | $3,589.0万 | 6.5万股 | -276股-0.42% | 减仓 |
 威瑞森VZ |
| 1.61% | — | $4,478.8万 | 113.7万股 | $0 | 0股 | +113.7万股 | 新买入 |
 特斯拉TSLA |
| 1.6% | 1.33% | $4,450.1万 | 36.1万股 | $3,423.5万 | 12.9万股 | +23.2万股+179.91% | 加仓 |
| T赛默飞世尔TMO |
| 1.6% | 1.6% | $4,444.9万 | 8.1万股 | $4,113.7万 | 8.1万股 | -392股-0.48% | 减仓 |
 默沙东MRK |
| 1.58% | 2.24% | $4,407.7万 | 39.7万股 | $5,775.0万 | 67.1万股 | -27.3万股-40.76% | 减仓 |
 好市多COST |
| 1.58% | 1.78% | $4,405.2万 | 9.7万股 | $4,579.5万 | 9.7万股 | -467股-0.48% | 减仓 |
 YUM BRANDS COMYUM |
| 1.52% | — | $4,240.5万 | 33.1万股 | $0 | 0股 | +33.1万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 1.41% | 1.26% | $3,929.6万 | 59.0万股 | $3,245.1万 | 59.2万股 | -2,267股-0.38% | 减仓 |
 斯伦贝谢SLB |
| 1.41% | 0.69% | $3,927.1万 | 73.5万股 | $1,784.2万 | 49.7万股 | +23.8万股+47.81% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 1.41% | 1.12% | $3,923.4万 | 50.1万股 | $2,893.9万 | 45.4万股 | +4.7万股+10.45% | 加仓 |
 宝洁PG |
| 1.39% | 1.26% | $3,865.0万 | 25.5万股 | $3,230.6万 | 25.6万股 | -875股-0.34% | 减仓 |
 联合太平洋铁路UNP |
| 1.37% | 1.41% | $3,827.4万 | 18.5万股 | $3,618.5万 | 18.6万股 | -901股-0.49% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.37% | 1.51% | $3,811.5万 | 18.0万股 | $3,896.0万 | 18.1万股 | -1,556股-0.86% | 减仓 |
 IQVIAIQV |
| 1.33% | 1.27% | $3,692.1万 | 18.0万股 | $3,280.0万 | 18.1万股 | -877股-0.48% | 减仓 |
 ZOETIS CL AZTS |
| 1.28% | 1.23% | $3,577.7万 | 24.4万股 | $3,167.5万 | 21.4万股 | +3.1万股+14.29% | 加仓 |
 NETFLIXNFLX |
| 1.24% | — | $3,460.5万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| HHESS CORP COMHES |
| 1.2% | 1.01% | $3,354.9万 | 23.7万股 | $2,591.4万 | 23.8万股 | -1,206股-0.51% | 减仓 |
 江森自控JCI |
| 1.2% | — | $3,345.8万 | 52.3万股 | $0 | 0股 | +52.3万股 | 新买入 |
| FFIRST REP BK SAN FRAFRC |
| 1.16% | 1.35% | $3,233.9万 | 26.5万股 | $3,478.0万 | 26.6万股 | -1,101股-0.41% | 减仓 |
 Phillips 66PSX |
| 1.14% | 0.96% | $3,183.6万 | 30.6万股 | $2,481.4万 | 30.7万股 | -1,526股-0.50% | 减仓 |
 甲骨文ORCL |
| 1.14% | — | $3,162.9万 | 38.7万股 | $0 | 0股 | +38.7万股 | 新买入 |
 埃克森美孚XOM |
| 1.13% | 1.39% | $3,159.1万 | 28.6万股 | $3,573.5万 | 40.9万股 | -12.3万股-30.02% | 减仓 |
| N新纪元能源NEE |
| 1.07% | 1.44% | $2,992.2万 | 35.8万股 | $3,715.7万 | 47.4万股 | -11.6万股-24.47% | 减仓 |
 AMD超威AMD |
| 1.07% | — | $2,975.3万 | 45.9万股 | $0 | 0股 | +45.9万股 | 新买入 |
 英伟达NVDA |
| 1.05% | — | $2,931.0万 | 20.1万股 | $0 | 0股 | +20.1万股 | 新买入 |
 博通AVGO |
| 1.04% | 0.89% | $2,883.9万 | 5.2万股 | $2,301.4万 | 5.2万股 | -253股-0.49% | 减仓 |
 TJXTJX |
| 1.02% | — | $2,852.3万 | 35.8万股 | $0 | 0股 | +35.8万股 | 新买入 |
 PAYPAL COMPYPL |
| 1.02% | 0.65% | $2,847.4万 | 40.0万股 | $1,667.1万 | 19.4万股 | +20.6万股+106.42% | 加仓 |
 迈威尔MRVL |
| 0.94% | 1.13% | $2,618.6万 | 70.7万股 | $2,898.9万 | 67.6万股 | +3.1万股+4.65% | 加仓 |
| CCONAGRA BRANDSCAG |
| 0.89% | — | $2,479.8万 | 64.1万股 | $0 | 0股 | +64.1万股 | 新买入 |
 雪佛龙CVX |
| 0.88% | 0.77% | $2,450.6万 | 13.7万股 | $1,971.3万 | 13.7万股 | -675股-0.49% | 减仓 |
 赛富时CRM |
| 0.88% | 1.03% | $2,447.1万 | 18.5万股 | $2,663.5万 | 18.5万股 | -605股-0.33% | 减仓 |
 雅培ABT |
| 0.87% | 0.84% | $2,434.2万 | 22.2万股 | $2,155.7万 | 22.3万股 | -1,080股-0.48% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.86% | 0.89% | $2,398.2万 | 7.1万股 | $2,296.7万 | 7.1万股 | -346股-0.49% | 减仓 |
 嘉信理财SCHW |
| 0.84% | 0.79% | $2,352.7万 | 28.3万股 | $2,040.8万 | 28.4万股 | -1,383股-0.49% | 减仓 |
