 英伟达NVDA |
| 1.72% | 1.08% | $5.74亿 | 286.9万股 | $3.29亿 | 188.5万股 | +98.4万股+52.24% | 加仓 |
 百时美施贵宝BMY |
| 1.38% | 1.58% | $4.61亿 | 799.6万股 | $4.81亿 | 792.8万股 | +6.8万股+0.85% | 加仓 |
 ALTRIAMO |
| 1.37% | 1.52% | $4.58亿 | 636.1万股 | $4.62亿 | 699.4万股 | -63.3万股-9.05% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.35% | 1.33% | $4.51亿 | 1,837.7万股 | $4.04亿 | 1,407.1万股 | +430.5万股+30.60% | 加仓 |
 苹果AAPL |
| 1.3% | 0.87% | $4.37亿 | 150.9万股 | $2.65亿 | 104.4万股 | +46.5万股+44.60% | 加仓 |
 BOOKING COMBKNG |
| 1.28% | 1.23% | $4.27亿 | 239.8万股 | $3.76亿 | 8.9万股 | +230.9万股+2,588.07% | 加仓 |
 威瑞森VZ |
| 1.23% | 1.46% | $4.11亿 | 971.2万股 | $4.45亿 | 887.4万股 | +83.8万股+9.44% | 加仓 |
 辉瑞PFE |
| 1.21% | 1.5% | $4.04亿 | 1,679.4万股 | $4.56亿 | 1,625.6万股 | +53.8万股+3.31% | 加仓 |
| AAT&TT |
| 1.19% | 1.49% | $3.99亿 | 1,925.7万股 | $4.54亿 | 1,565.7万股 | +360.0万股+22.99% | 加仓 |
| Q高通QCOM |
| 1.18% | 1.26% | $3.94亿 | 213.2万股 | $3.83亿 | 297.5万股 | -84.3万股-28.34% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.17% | 1.35% | $3.93亿 | 311.0万股 | $4.10亿 | 294.5万股 | +16.5万股+5.59% | 加仓 |
 HCA医疗HCA |
| 1.16% | 1.12% | $3.89亿 | 99.9万股 | $3.40亿 | 71.8万股 | +28.1万股+39.07% | 加仓 |
 LOWES COS COMLOW |
| 1.16% | 0.02% | $3.87亿 | 175.7万股 | $669.5万 | 2.8万股 | +172.9万股+6,100.88% | 加仓 |
 优步UBER |
| 1.16% | 1.22% | $3.87亿 | 536.4万股 | $3.71亿 | 515.3万股 | +21.1万股+4.10% | 加仓 |
 纽蒙特NEM |
| 1.13% | 1.34% | $3.78亿 | 404.3万股 | $4.09亿 | 377.6万股 | +26.7万股+7.07% | 加仓 |
 通用动力GD |
| 1.09% | 0.02% | $3.66亿 | 103.4万股 | $642.2万 | 1.9万股 | +101.6万股+5,428.83% | 加仓 |
 ExpediaEXPE |
| 1.08% | 0.81% | $3.62亿 | 141.5万股 | $2.47亿 | 107.0万股 | +34.5万股+32.26% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.07% | 1.21% | $3.57亿 | 212.8万股 | $3.69亿 | 175.5万股 | +37.2万股+21.21% | 加仓 |
 福特F |
| 1.02% | 1.17% | $3.41亿 | 2,454.0万股 | $3.56亿 | 3,086.6万股 | -632.6万股-20.50% | 减仓 |
 财捷INTU |
| 1% | 1.18% | $3.35亿 | 128.3万股 | $3.59亿 | 83.0万股 | +45.3万股+54.58% | 加仓 |
 赛富时CRM |
| 0.97% | 1.22% | $3.25亿 | 207.3万股 | $3.72亿 | 199.2万股 | +8.1万股+4.07% | 加仓 |
 马拉松石油MPC |
| 0.96% | 1.07% | $3.20亿 | 125.3万股 | $3.27亿 | 133.8万股 | -8.5万股-6.39% | 减仓 |
 EQTEQT |
| 0.95% | 0.7% | $3.19亿 | 599.9万股 | $2.13亿 | 334.7万股 | +265.2万股+79.22% | 加仓 |
 ADOBE COMADBE |
| 0.95% | 1.13% | $3.17亿 | 154.4万股 | $3.45亿 | 141.7万股 | +12.7万股+8.94% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.92% | 0.96% | $3.07亿 | 214.8万股 | $2.94亿 | 232.5万股 | -17.7万股-7.61% | 减仓 |
 MCKESSON COMMCK |
| 0.91% | 1.17% | $3.05亿 | 40.4万股 | $3.57亿 | 41.3万股 | -8,925股-2.16% | 减仓 |
 埃森哲ACN |
| 0.91% | 1.17% | $3.04亿 | 244.6万股 | $3.56亿 | 179.5万股 | +65.1万股+36.28% | 加仓 |
 盎格鲁黄金AU |
| 0.9% | — | $3.03亿 | 374.4万股 | $0 | 0股 | +374.4万股 | 新买入 |
 卡地纳健康CAH |
| 0.87% | 1.09% | $2.91亿 | 122.5万股 | $3.31亿 | 156.5万股 | -34.0万股-21.72% | 减仓 |
 ADPADP |
| 0.83% | 0.79% | $2.78亿 | 124.0万股 | $2.41亿 | 118.8万股 | +5.2万股+4.33% | 加仓 |
 博通AVGO |
| 0.82% | 0.52% | $2.76亿 | 72.9万股 | $1.59亿 | 51.4万股 | +21.5万股+41.78% | 加仓 |
 戴蒙德能源FANG |
| 0.82% | 1.26% | $2.74亿 | 155.7万股 | $3.85亿 | 194.7万股 | -38.9万股-20.00% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.81% | 0.89% | $2.71亿 | 104.0万股 | $2.70亿 | 109.3万股 | -5.3万股-4.89% | 减仓 |
 微软MSFT |
| 0.81% | 0.61% | $2.70亿 | 72.4万股 | $1.87亿 | 50.4万股 | +22.1万股+43.78% | 加仓 |
 达美航空DAL |
| 0.8% | 0.88% | $2.68亿 | 286.7万股 | $2.68亿 | 403.4万股 | -116.7万股-28.93% | 减仓 |
 美光科技MU |
| 0.77% | 0.1% | $2.59亿 | 22.4万股 | $3,192.4万 | 9.4万股 | +13.0万股+137.13% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.77% | 0.92% | $2.59亿 | 338.5万股 | $2.80亿 | 385.3万股 | -46.8万股-12.15% | 减仓 |
 渤健BIIB |
| 0.72% | 0.4% | $2.43亿 | 112.3万股 | $1.21亿 | 66.0万股 | +46.3万股+70.04% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.72% | 0.52% | $2.40亿 | 176.2万股 | $1.58亿 | 171.9万股 | +4.3万股+2.49% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.71% | 0.68% | $2.36亿 | 1,001.2万股 | $2.08亿 | 927.1万股 | +74.2万股+8.00% | 加仓 |
| SSANDISK COMSNDK |
| 0.7% | 0.02% | $2.35亿 | 10.3万股 | $512.7万 | 8,070股 | +9.5万股+1,181.08% | 加仓 |
 EXPAND ENERGYEXE |
| 0.7% | 0.35% | $2.33亿 | 255.4万股 | $1.07亿 | 97.1万股 | +158.3万股+163.09% | 加仓 |
| O宏盟集团OMC |
| 0.69% | 0.7% | $2.31亿 | 317.1万股 | $2.14亿 | 284.8万股 | +32.3万股+11.36% | 加仓 |
 再生元REGN |
| 0.69% | 0.91% | $2.30亿 | 36.9万股 | $2.77亿 | 35.9万股 | +1.1万股+3.02% | 加仓 |
 亚马逊AMZN |
| 0.69% | 0.42% | $2.29亿 | 96.3万股 | $1.29亿 | 62.1万股 | +34.2万股+54.98% | 加仓 |
 高露洁CL |
| 0.68% | 0.69% | $2.27亿 | 247.7万股 | $2.09亿 | 245.0万股 | +2.6万股+1.07% | 加仓 |
 D R HORTONDHI |
| 0.67% | 0.66% | $2.24亿 | 137.8万股 | $2.01亿 | 146.4万股 | -8.6万股-5.87% | 减仓 |
 慧与HPEHPE |
| 0.66% | 0.02% | $2.19亿 | 486.4万股 | $572.7万 | 24.1万股 | +462.3万股+1,921.94% | 加仓 |
 斯伦贝谢SLB |
| 0.65% | 1.02% | $2.17亿 | 465.8万股 | $3.10亿 | 603.2万股 | -137.3万股-22.77% | 减仓 |
 EOG资源EOG |
| 0.65% | 0.78% | $2.16亿 | 166.8万股 | $2.38亿 | 164.6万股 | +2.2万股+1.34% | 加仓 |
