 希捷STX |
| 9.34% | 3.6% | $51.53亿 | 532.0万股 | $15.75亿 | 434.7万股 | +97.4万股+22.40% | 加仓 |
 台积电TSM |
| 7.64% | 6.74% | $42.15亿 | 926.2万股 | $29.52亿 | 932.8万股 | -6.6万股-0.71% | 减仓 |
| SSEA SPONSORD ADSSE |
| 5.71% | 6.03% | $31.49亿 | 3,388.1万股 | $26.43亿 | 3,374.6万股 | +13.5万股+0.40% | 加仓 |
 阿斯麦ASML |
| 4.95% | 4.36% | $27.29亿 | 144.9万股 | $19.11亿 | 152.4万股 | -7.5万股-4.91% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.42% | 4.06% | $18.84亿 | 1,030.5万股 | $17.77亿 | 1,078.4万股 | -47.9万股-4.44% | 减仓 |
| AAPPLOVINAPP |
| 3.35% | 4.25% | $18.50亿 | 370.9万股 | $18.61亿 | 500.2万股 | -129.2万股-25.84% | 减仓 |
 林德LIN |
| 2.96% | 3.69% | $16.31亿 | 319.1万股 | $16.15亿 | 323.5万股 | -4.4万股-1.36% | 减仓 |
 亚马逊AMZN |
| 2.8% | 2.83% | $15.46亿 | 643.8万股 | $12.39亿 | 616.7万股 | +27.1万股+4.39% | 加仓 |
 康宁GLW |
| 2.75% | 2.38% | $15.17亿 | 593.3万股 | $10.42亿 | 810.7万股 | -217.4万股-26.82% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 2.74% | 3% | $15.12亿 | 5,150.6万股 | $13.16亿 | 5,224.2万股 | -73.6万股-1.41% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 2.49% | 2.64% | $13.76亿 | 4,131.5万股 | $11.57亿 | 4,082.1万股 | +49.5万股+1.21% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.41% | 2.85% | $13.28亿 | 1,528.2万股 | $12.47亿 | 1,608.4万股 | -80.3万股-4.99% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.38% | 2.62% | $13.13亿 | 284.0万股 | $11.47亿 | 241.5万股 | +42.5万股+17.61% | 加仓 |
 iShares安硕·MBSACGL |
| 2.13% | 2.75% | $11.74亿 | 1,197.4万股 | $12.05亿 | 1,260.2万股 | -62.9万股-4.99% | 减仓 |
 ILLUMINAILMN |
| 2.04% | 1.63% | $11.24亿 | 620.7万股 | $7.16亿 | 592.3万股 | +28.4万股+4.79% | 加仓 |
 西部数据WDC |
| 1.93% | 3.77% | $10.64亿 | 163.2万股 | $16.51亿 | 656.2万股 | -493.0万股-75.13% | 减仓 |
 Meta平台META |
| 1.86% | 0.03% | $10.25亿 | 182.1万股 | $1,151.8万 | 2.1万股 | +180.0万股+8,380.36% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.81% | 2.22% | $9.98亿 | 418.3万股 | $9.73亿 | 434.8万股 | -16.6万股-3.81% | 减仓 |
 NubankNU |
| 1.77% | 2.25% | $9.77亿 | 7,444.6万股 | $9.84亿 | 7,283.7万股 | +160.9万股+2.21% | 加仓 |
 卡地纳健康CAH |
| 1.76% | 1.89% | $9.71亿 | 411.2万股 | $8.27亿 | 400.7万股 | +10.6万股+2.64% | 加仓 |
 英伟达NVDA |
| 1.69% | 1.76% | $9.30亿 | 476.7万股 | $7.71亿 | 466.9万股 | +9.8万股+2.11% | 加仓 |
 美敦力MDT |
| 1.59% | 2.2% | $8.76亿 | 1,082.6万股 | $9.66亿 | 1,126.6万股 | -44.0万股-3.90% | 减仓 |
 WELLTOWER COMWELL |
| 1.38% | 1.45% | $7.62亿 | 334.7万股 | $6.36亿 | 325.7万股 | +9.0万股+2.76% | 加仓 |
 CORTEVA COMCTVA |
| 1.35% | 1.65% | $7.45亿 | 894.0万股 | $7.23亿 | 871.3万股 | +22.7万股+2.61% | 加仓 |
 微软MSFT |
| 1.32% | 1.58% | $7.28亿 | 197.5万股 | $6.91亿 | 192.4万股 | +5.1万股+2.66% | 加仓 |
 VisaV |
| 1.31% | 1.41% | $7.25亿 | 212.3万股 | $6.19亿 | 206.5万股 | +5.8万股+2.80% | 加仓 |
 MCKESSON COMMCK |
| 1.3% | 1.83% | $7.16亿 | 95.8万股 | $8.02亿 | 93.2万股 | +2.6万股+2.76% | 加仓 |
 VENTAS COMVTR |
| 1.27% | — | $6.99亿 | 782.5万股 | $0 | 0股 | +782.5万股 | 新买入 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.23% | 1.32% | $6.81亿 | 368.4万股 | $5.80亿 | 358.2万股 | +10.2万股+2.85% | 加仓 |
| RREINSURANCE AMERRGA |
| 1.17% | 1.29% | $6.46亿 | 300.7万股 | $5.67亿 | 283.1万股 | +17.6万股+6.23% | 加仓 |
 WASTE CONNECTIONSWCN |
| 1.15% | 1.43% | $6.34亿 | 379.4万股 | $6.27亿 | 387.5万股 | -8.1万股-2.09% | 减仓 |
 AON SHS CL AAON |
| 1.11% | 1.44% | $6.14亿 | 187.6万股 | $6.33亿 | 195.2万股 | -7.7万股-3.92% | 减仓 |
 GE航空GE |
| 1.1% | 1.43% | $6.06亿 | 162.1万股 | $6.26亿 | 229.0万股 | -66.9万股-29.21% | 减仓 |
 福泰制药VRTX |
| 1.04% | 1.13% | $5.76亿 | 115.2万股 | $4.97亿 | 112.1万股 | +3.1万股+2.74% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1% | 1.16% | $5.51亿 | 242.6万股 | $5.10亿 | 236.3万股 | +6.3万股+2.67% | 加仓 |
 LPL金融LPLA |
| 0.88% | 1.19% | $4.87亿 | 181.0万股 | $5.21亿 | 173.4万股 | +7.6万股+4.36% | 加仓 |
 谷歌AGOOGL |
| 0.61% | <0.01% | $3.35亿 | 94.7万股 | $106.3万 | 3,886股 | +94.3万股+24,276.92% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | — | $3.35亿 | 95.2万股 | $0 | 0股 | +95.2万股 | 新买入 |
 瑞银UBS |
| 0.55% | 0.49% | $3.04亿 | 615.0万股 | $2.15亿 | 585.0万股 | +30.0万股+5.13% | 加仓 |
 诺华NVS |
| 0.54% | 0.5% | $3.00亿 | 190.4万股 | $2.20亿 | 146.3万股 | +44.1万股+30.15% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 0.53% | 0.7% | $2.93亿 | 739.8万股 | $3.08亿 | 721.9万股 | +17.9万股+2.48% | 加仓 |
 RobinhoodHOOD |
| 0.51% | 0.4% | $2.84亿 | 278.4万股 | $1.76亿 | 270.9万股 | +7.6万股+2.80% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.51% | 0.34% | $2.82亿 | 14.5万股 | $1.49亿 | 11.7万股 | +2.8万股+24.19% | 加仓 |
 阿斯利康AZN |
| 0.45% | — | $2.49亿 | 131.1万股 | $0 | 0股 | +131.1万股 | 新买入 |
| CCANADIAN NAT RESCNQ |
| 0.42% | 0.58% | $2.30亿 | 585.3万股 | $2.53亿 | 512.2万股 | +73.0万股+14.26% | 加仓 |
| BBROOKDALE SR LIVINGBKD |
| 0.42% | 0.39% | $2.29亿 | 1,445.3万股 | $1.72亿 | 1,281.2万股 | +164.1万股+12.81% | 加仓 |
 AMERICAN HEALTHCARE REITAHR |
| 0.37% | 0.37% | $2.06亿 | 396.7万股 | $1.61亿 | 342.5万股 | +54.1万股+15.81% | 加仓 |
 TapestryTPR |
| 0.36% | 0.35% | $2.00亿 | 136.4万股 | $1.55亿 | 113.0万股 | +23.3万股+20.65% | 加仓 |
 Tc Energy Corp COMMONTRP |
| 0.34% | — | $1.89亿 | 275.9万股 | $0 | 0股 | +275.9万股 | 新买入 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.33% | — | $1.84亿 | 219.1万股 | $0 | 0股 | +219.1万股 | 新买入 |
