 谷歌AGOOGL |
| 5.44% | 5.52% | $24.33亿 | 680.9万股 | $23.79亿 | 827.5万股 | -146.5万股-17.71% | 减仓 |
 英伟达NVDA |
| 5.17% | 4.56% | $23.14亿 | 1,156.4万股 | $19.68亿 | 1,128.7万股 | +27.6万股+2.45% | 加仓 |
 VisaV |
| 4.68% | 4.28% | $20.91亿 | 609.6万股 | $18.47亿 | 611.2万股 | -1.7万股-0.27% | 减仓 |
 微软MSFT |
| 4.64% | 4.63% | $20.77亿 | 556.8万股 | $19.98亿 | 539.6万股 | +17.2万股+3.19% | 加仓 |
 强生JNJ |
| 3.85% | 3.76% | $17.21亿 | 677.7万股 | $16.24亿 | 664.2万股 | +13.4万股+2.02% | 加仓 |
 苹果AAPL |
| 3.17% | 2.98% | $14.18亿 | 490.0万股 | $12.85亿 | 506.3万股 | -16.2万股-3.21% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.91% | 2.75% | $13.00亿 | 718.7万股 | $11.84亿 | 716.2万股 | +2.5万股+0.35% | 加仓 |
 BOOKING COMBKNG |
| 2.56% | 2.47% | $11.45亿 | 642.5万股 | $10.67亿 | 25.3万股 | +617.2万股+2,435.91% | 加仓 |
 亚马逊AMZN |
| 2.5% | 2.15% | $11.19亿 | 469.5万股 | $9.28亿 | 445.4万股 | +24.0万股+5.40% | 加仓 |
 爱德华生命科学EW |
| 2.5% | 2.3% | $11.16亿 | 1,233.8万股 | $9.93亿 | 1,239.6万股 | -5.9万股-0.47% | 减仓 |
 博通AVGO |
| 2.35% | 2.06% | $10.52亿 | 278.5万股 | $8.88亿 | 286.8万股 | -8.3万股-2.89% | 减仓 |
 NetEase, Inc. ADRNTES |
| 1.79% | 1.63% | $8.00亿 | 624.7万股 | $7.04亿 | 628.6万股 | -4.0万股-0.63% | 减仓 |
 欧特克ADSK |
| 1.65% | 2.23% | $7.39亿 | 380.0万股 | $9.64亿 | 402.6万股 | -22.6万股-5.61% | 减仓 |
 台积电TSM |
| 1.57% | 1.24% | $7.02亿 | 147.0万股 | $5.33亿 | 157.7万股 | -10.7万股-6.79% | 减仓 |
 礼来LLY |
| 1.53% | 1.12% | $6.84亿 | 57.0万股 | $4.82亿 | 52.4万股 | +4.6万股+8.81% | 加仓 |
 摩根大通JPM |
| 1.53% | 1.57% | $6.83亿 | 208.7万股 | $6.78亿 | 230.6万股 | -21.9万股-9.49% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.49% | 1.25% | $6.66亿 | 693.0万股 | $5.40亿 | 745.5万股 | -52.5万股-7.04% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.48% | 1.62% | $6.62亿 | 397.2万股 | $6.99亿 | 402.9万股 | -5.8万股-1.43% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.41% | 1.69% | $6.32亿 | 314.0万股 | $7.30亿 | 361.9万股 | -47.9万股-13.24% | 减仓 |
 财捷INTU |
| 1.38% | 1.89% | $6.18亿 | 236.8万股 | $8.13亿 | 188.1万股 | +48.7万股+25.91% | 加仓 |
 ADPADP |
| 1.37% | 1.11% | $6.12亿 | 273.1万股 | $4.80亿 | 236.4万股 | +36.7万股+15.51% | 加仓 |
 摩托罗拉解决方案MSI |
| 1.25% | 1.35% | $5.60亿 | 134.9万股 | $5.84亿 | 134.6万股 | +2,768股+0.21% | 加仓 |
 Citizens金融CFG |
| 1.23% | 0.94% | $5.50亿 | 785.1万股 | $4.06亿 | 676.8万股 | +108.3万股+16.00% | 加仓 |
 威瑞信VRSN |
| 1.17% | 1.2% | $5.22亿 | 207.5万股 | $5.16亿 | 207.7万股 | -2,229股-0.11% | 减仓 |
 埃克森美孚XOM |
| 1.14% | 1.62% | $5.12亿 | 374.3万股 | $6.98亿 | 411.6万股 | -37.2万股-9.04% | 减仓 |
 雪佛龙CVX |
| 1.09% | 0.97% | $4.89亿 | 294.8万股 | $4.17亿 | 201.5万股 | +93.4万股+46.35% | 加仓 |
| B巴里克黄金GOLD |
| 1.03% | 1.13% | $4.59亿 | 1,250.3万股 | $4.86亿 | 1,192.2万股 | +58.1万股+4.87% | 加仓 |
 联合健康UNH |
| 1.03% | 0.06% | $4.59亿 | 110.3万股 | $2,508.3万 | 9.3万股 | +101.1万股+1,090.27% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.02% | — | $4.58亿 | 525.9万股 | $0 | 0股 | +525.9万股 | 新买入 |
 特灵科技TT |
| 1.01% | 0.79% | $4.53亿 | 92.3万股 | $3.42亿 | 82.1万股 | +10.2万股+12.42% | 加仓 |
 TD SYNNEXSNX |
| 0.99% | 0.82% | $4.41亿 | 164.9万股 | $3.53亿 | 209.4万股 | -44.6万股-21.28% | 减仓 |
 标普全球SPGI |
| 0.88% | 0.97% | $3.96亿 | 97.1万股 | $4.17亿 | 98.0万股 | -8,599股-0.88% | 减仓 |
 万事达MA |
| 0.86% | 1.24% | $3.83亿 | 74.5万股 | $5.34亿 | 106.8万股 | -32.2万股-30.20% | 减仓 |
 穆迪MCO |
| 0.85% | 0.85% | $3.79亿 | 83.7万股 | $3.67亿 | 84.0万股 | -3,731股-0.44% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.83% | 0.89% | $3.73亿 | 221.0万股 | $3.82亿 | 222.8万股 | -1.8万股-0.83% | 减仓 |
 达美航空DAL |
| 0.81% | 0.56% | $3.64亿 | 388.2万股 | $2.41亿 | 362.3万股 | +25.8万股+7.13% | 加仓 |
 JacobsJ |
| 0.8% | 0.96% | $3.57亿 | 283.6万股 | $4.14亿 | 325.5万股 | -42.0万股-12.90% | 减仓 |
 瑞银UBS |
| 0.79% | 0.77% | $3.54亿 | 713.3万股 | $3.32亿 | 868.8万股 | -155.5万股-17.90% | 减仓 |
 通用汽车GM |
| 0.79% | 0.78% | $3.54亿 | 459.5万股 | $3.37亿 | 452.9万股 | +6.6万股+1.45% | 加仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.75% | 0.85% | $3.35亿 | 255.1万股 | $3.66亿 | 256.3万股 | -1.2万股-0.46% | 减仓 |
 艺电EA |
| 0.73% | 1.97% | $3.26亿 | 159.0万股 | $8.51亿 | 417.6万股 | -258.5万股-61.91% | 减仓 |
 FERRARI COMRACE |
| 0.69% | 0.85% | $3.11亿 | 83.8万股 | $3.68亿 | 110.4万股 | -26.6万股-24.07% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.69% | 0.53% | $3.07亿 | 122.6万股 | $2.29亿 | 115.7万股 | +6.9万股+5.99% | 加仓 |
| T赛默飞世尔TMO |
| 0.67% | 0.73% | $2.98亿 | 59.4万股 | $3.13亿 | 63.7万股 | -4.4万股-6.84% | 减仓 |
 AERCAP SHSAER |
| 0.66% | 0.89% | $2.96亿 | 203.2万股 | $3.86亿 | 281.0万股 | -77.8万股-27.69% | 减仓 |
 Meta平台META |
| 0.65% | 0.7% | $2.90亿 | 51.5万股 | $3.03亿 | 52.9万股 | -1.4万股-2.62% | 减仓 |
 好市多COST |
| 0.64% | <0.01% | $2.86亿 | 30.6万股 | $20.1万 | 202股 | +30.6万股+151,372.77% | 加仓 |
 自由港麦克莫兰FCX |
| 0.64% | 0.62% | $2.85亿 | 452.8万股 | $2.69亿 | 458.4万股 | -5.6万股-1.22% | 减仓 |
 阿斯利康AZN |
| 0.64% | 0.92% | $2.84亿 | 151.8万股 | $3.97亿 | 204.7万股 | -52.9万股-25.84% | 减仓 |
 波音BA |
| 0.62% | 0.58% | $2.79亿 | 129.0万股 | $2.49亿 | 125.1万股 | +3.9万股+3.13% | 加仓 |
