 微软MSFT |
| 5.73% | 5.85% | $25.43亿 | 681.6万股 | $22.86亿 | 617.6万股 | +64.0万股+10.37% | 加仓 |
 泛林集团LRCX |
| 5.33% | 3.77% | $23.68亿 | 546.5万股 | $14.75亿 | 690.4万股 | -143.9万股-20.85% | 减仓 |
 谷歌AGOOGL |
| 4.94% | 5.08% | $21.92亿 | 613.3万股 | $19.84亿 | 690.1万股 | -76.8万股-11.13% | 减仓 |
 苹果AAPL |
| 4.46% | 4.5% | $19.82亿 | 684.9万股 | $17.61亿 | 693.8万股 | -8.9万股-1.28% | 减仓 |
 Meta平台META |
| 4.37% | 4.5% | $19.42亿 | 344.7万股 | $17.58亿 | 307.3万股 | +37.4万股+12.16% | 加仓 |
 强生JNJ |
| 4.07% | 4.55% | $18.06亿 | 711.0万股 | $17.79亿 | 727.9万股 | -16.9万股-2.32% | 减仓 |
 亚马逊AMZN |
| 3.29% | 3.32% | $14.63亿 | 613.7万股 | $12.97亿 | 622.9万股 | -9.2万股-1.48% | 减仓 |
 德州仪器TXN |
| 3.14% | 2.51% | $13.93亿 | 467.4万股 | $9.83亿 | 506.1万股 | -38.7万股-7.64% | 减仓 |
| T赛默飞世尔TMO |
| 3.09% | 3.15% | $13.73亿 | 273.9万股 | $12.30亿 | 250.2万股 | +23.7万股+9.47% | 加仓 |
 博通AVGO |
| 2.78% | 2.65% | $12.34亿 | 326.7万股 | $10.36亿 | 334.9万股 | -8.1万股-2.43% | 减仓 |
 科磊KLAC |
| 2.65% | 1.74% | $11.75亿 | 389.4万股 | $6.79亿 | 46.1万股 | +343.3万股+744.29% | 加仓 |
 联合健康UNH |
| 2.64% | 2.19% | $11.74亿 | 282.5万股 | $8.55亿 | 315.8万股 | -33.3万股-10.56% | 减仓 |
 VisaV |
| 2.56% | 2.35% | $11.38亿 | 331.8万股 | $9.18亿 | 303.6万股 | +28.2万股+9.29% | 加仓 |
 英伟达NVDA |
| 2.11% | 0.16% | $9.35亿 | 467.2万股 | $6,182.7万 | 35.5万股 | +431.7万股+1,217.85% | 加仓 |
 万事达MA |
| 2.1% | 1.22% | $9.34亿 | 181.9万股 | $4.75亿 | 95.1万股 | +86.8万股+91.29% | 加仓 |
 美国合众银行USB |
| 2.02% | 2.54% | $8.99亿 | 1,488.5万股 | $9.94亿 | 1,911.4万股 | -422.8万股-22.12% | 减仓 |
 礼来LLY |
| 2.01% | 1.76% | $8.92亿 | 74.4万股 | $6.90亿 | 75.0万股 | -5,849股-0.78% | 减仓 |
 默沙东MRK |
| 1.96% | 2.16% | $8.72亿 | 678.5万股 | $8.44亿 | 701.4万股 | -22.9万股-3.26% | 减仓 |
 雅培ABT |
| 1.8% | 2.34% | $7.98亿 | 879.4万股 | $9.15亿 | 891.1万股 | -11.7万股-1.31% | 减仓 |
 NETFLIXNFLX |
| 1.66% | 1% | $7.39亿 | 1,035.0万股 | $3.89亿 | 404.9万股 | +630.1万股+155.62% | 加仓 |
| CCIGNALIBD |
| 1.6% | 1.77% | $7.10亿 | 257.7万股 | $6.93亿 | 259.8万股 | -2.1万股-0.81% | 减仓 |
 赛富时CRM |
| 1.56% | 2.11% | $6.94亿 | 442.8万股 | $8.26亿 | 442.6万股 | +2,381股+0.05% | 加仓 |
 可口可乐KO |
| 1.5% | 1.61% | $6.68亿 | 822.0万股 | $6.30亿 | 828.0万股 | -6.0万股-0.73% | 减仓 |
 Elevance健康ELV |
| 1.47% | 1.44% | $6.54亿 | 169.2万股 | $5.64亿 | 193.8万股 | -24.7万股-12.72% | 减仓 |
 TJXTJX |
| 1.26% | 1.52% | $5.57亿 | 367.9万股 | $5.93亿 | 371.3万股 | -3.3万股-0.90% | 减仓 |
 星座品牌STZ |
| 1.25% | 1.54% | $5.56亿 | 399.8万股 | $6.04亿 | 402.6万股 | -2.7万股-0.68% | 减仓 |
 优步UBER |
| 1.2% | 1.36% | $5.33亿 | 739.0万股 | $5.31亿 | 737.7万股 | +1.3万股+0.18% | 加仓 |
 埃森哲ACN |
| 1.12% | 1.98% | $4.96亿 | 398.4万股 | $7.74亿 | 390.2万股 | +8.2万股+2.10% | 加仓 |
 直觉外科ISRG |
| 1.1% | 1.45% | $4.88亿 | 122.8万股 | $5.67亿 | 123.1万股 | -2,937股-0.24% | 减仓 |
 希尔顿HLT |
| 1.03% | 1.73% | $4.56亿 | 138.1万股 | $6.75亿 | 221.9万股 | -83.8万股-37.76% | 减仓 |
 新思科技SNPS |
| 0.97% | 0.92% | $4.29亿 | 96.2万股 | $3.61亿 | 91.0万股 | +5.2万股+5.67% | 加仓 |
 奎斯特诊断DGX |
| 0.9% | 0.94% | $4.00亿 | 188.8万股 | $3.69亿 | 188.3万股 | +5,183股+0.28% | 加仓 |
 阿斯麦ASML |
| 0.68% | 0.52% | $3.02亿 | 15.2万股 | $2.04亿 | 15.5万股 | -2,583股-1.67% | 减仓 |
 TradewebTW |
| 0.6% | 0.8% | $2.65亿 | 266.4万股 | $3.12亿 | 265.1万股 | +1.3万股+0.48% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.47% | 0.47% | $2.10亿 | 173.1万股 | $1.83亿 | 196.1万股 | -23.0万股-11.71% | 减仓 |
 GSK SPONSORED ADRGSK |
| 0.42% | 0.5% | $1.89亿 | 360.0万股 | $1.94亿 | 352.3万股 | +7.7万股+2.18% | 加仓 |
| DDEUTSCHE BK |
| 0.4% | 0.3% | $1.79亿 | 528.9万股 | $1.19亿 | 410.1万股 | +118.8万股+28.96% | 加仓 |
| R力拓BBP |
| 0.39% | 0.48% | $1.75亿 | 183.9万股 | $1.87亿 | 200.5万股 | -16.6万股-8.27% | 减仓 |
 ARAMARKARMK |
| 0.37% | 0.3% | $1.65亿 | 289.4万股 | $1.19亿 | 292.4万股 | -3.0万股-1.03% | 减仓 |
 台积电TSM |
| 0.35% | 0.32% | $1.57亿 | 33.0万股 | $1.27亿 | 37.5万股 | -4.5万股-12.01% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.32% | — | $1.40亿 | 77.6万股 | $0 | 0股 | +77.6万股 | 新买入 |
 宝洁PG |
| 0.31% | 0.33% | $1.37亿 | 93.7万股 | $1.29亿 | 89.3万股 | +4.3万股+4.83% | 加仓 |
| VVODAFONE NEWVOD |
| 0.3% | 0.39% | $1.33亿 | 1,006.2万股 | $1.52亿 | 1,009.4万股 | -3.2万股-0.32% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 0.28% | 0.43% | $1.26亿 | 230.0万股 | $1.67亿 | 270.7万股 | -40.7万股-15.02% | 减仓 |
 雅保ALB |
| 0.27% | 0.42% | $1.21亿 | 89.7万股 | $1.63亿 | 90.7万股 | -9,670股-1.07% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.27% | 0.35% | $1.21亿 | 155.6万股 | $1.39亿 | 149.1万股 | +6.5万股+4.34% | 加仓 |
 BANK NOVA SCOTIA B CBNS |
| 0.27% | 0.21% | $1.20亿 | 138.2万股 | $8,396.2万 | 121.4万股 | +16.8万股+13.85% | 加仓 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.27% | 0.35% | $1.19亿 | 161.2万股 | $1.36亿 | 168.0万股 | -6.8万股-4.03% | 减仓 |
| SSUNRUNRUN |
| 0.24% | 0.27% | $1.07亿 | 800.5万股 | $1.06亿 | 782.0万股 | +18.5万股+2.36% | 加仓 |
 GE航空GE |
| 0.24% | 0.23% | $1.05亿 | 28.0万股 | $9,127.8万 | 32.2万股 | -4.2万股-13.02% | 减仓 |
