 英伟达NVDA |
| 4.2% | 4.36% | $244.28亿 | 1.22亿股 | $233.45亿 | 1.34亿股 | -1,177.4万股-8.80% | 减仓 |
 博通AVGO |
| 3.35% | 2.87% | $194.85亿 | 5,158.1万股 | $153.79亿 | 4,968.8万股 | +189.3万股+3.81% | 加仓 |
 微软MSFT |
| 3.05% | 3.64% | $177.57亿 | 4,760.6万股 | $195.24亿 | 5,274.2万股 | -513.7万股-9.74% | 减仓 |
 苹果AAPL |
| 2.96% | 3.08% | $172.03亿 | 5,945.3万股 | $165.05亿 | 6,503.3万股 | -558.1万股-8.58% | 减仓 |
 谷歌AGOOGL |
| 2.73% | 2.56% | $158.69亿 | 4,440.4万股 | $136.94亿 | 4,762.0万股 | -321.7万股-6.76% | 减仓 |
 礼来LLY |
| 2.27% | 2.31% | $131.92亿 | 1,099.9万股 | $123.50亿 | 1,342.7万股 | -242.8万股-18.08% | 减仓 |
 亚马逊AMZN |
| 2.26% | 2.43% | $131.23亿 | 5,506.0万股 | $129.97亿 | 6,240.7万股 | -734.7万股-11.77% | 减仓 |
 默沙东MRK |
| 1.91% | 1.89% | $110.83亿 | 8,624.9万股 | $101.42亿 | 8,431.5万股 | +193.4万股+2.29% | 加仓 |
 万事达MA |
| 1.12% | 1.21% | $65.22亿 | 1,269.9万股 | $64.96亿 | 1,300.2万股 | -30.3万股-2.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.74% | $60.81亿 | 1,720.9万股 | $39.52亿 | 1,377.7万股 | +343.2万股+24.91% | 加仓 |
 美光科技MU |
| 1% | 0.25% | $58.24亿 | 504.5万股 | $13.24亿 | 392.0万股 | +112.5万股+28.71% | 加仓 |
 强生JNJ |
| 0.99% | 0.92% | $57.37亿 | 2,258.9万股 | $49.07亿 | 2,007.5万股 | +251.3万股+12.52% | 加仓 |
 AMD超威AMD |
| 0.93% | 0.26% | $54.22亿 | 933.4万股 | $14.18亿 | 696.9万股 | +236.5万股+33.94% | 加仓 |
 阿斯利康AZN |
| 0.92% | 0.86% | $53.63亿 | 2,853.7万股 | $46.25亿 | 2,375.1万股 | +478.6万股+20.15% | 加仓 |
 科磊KLAC |
| 0.77% | 0.4% | $44.72亿 | 1,482.2万股 | $21.21亿 | 144.0万股 | +1,338.1万股+928.94% | 加仓 |
 联合健康UNH |
| 0.76% | 0.51% | $44.37亿 | 1,067.5万股 | $27.31亿 | 1,009.2万股 | +58.4万股+5.78% | 加仓 |
 贝莱德·INC COMBLK |
| 0.74% | 0.65% | $43.22亿 | 449.5万股 | $35.05亿 | 364.5万股 | +85.0万股+23.33% | 加仓 |
 特斯拉TSLA |
| 0.71% | 0.64% | $41.39亿 | 984.1万股 | $34.02亿 | 915.1万股 | +69.0万股+7.54% | 加仓 |
 Meta平台META |
| 0.7% | 1.25% | $40.71亿 | 722.7万股 | $66.89亿 | 1,169.0万股 | -446.4万股-38.18% | 减仓 |
 SEMPRA COMSRE |
| 0.7% | 0.84% | $40.62亿 | 4,381.4万股 | $44.83亿 | 4,613.5万股 | -232.2万股-5.03% | 减仓 |
 德州仪器TXN |
| 0.67% | 0.49% | $39.11亿 | 1,312.1万股 | $26.14亿 | 1,346.6万股 | -34.5万股-2.56% | 减仓 |
 Targa资源TRGP |
| 0.65% | 0.7% | $38.01亿 | 1,417.6万股 | $37.72亿 | 1,504.3万股 | -86.7万股-5.76% | 减仓 |
 Elevance健康ELV |
| 0.61% | 0.45% | $35.63亿 | 921.4万股 | $24.09亿 | 822.9万股 | +98.5万股+11.97% | 加仓 |
 卡地纳健康CAH |
| 0.61% | 0.17% | $35.30亿 | 1,486.0万股 | $9.04亿 | 427.6万股 | +1,058.4万股+247.52% | 加仓 |
 CVS健康CVS |
| 0.6% | 0.3% | $34.97亿 | 3,380.1万股 | $16.21亿 | 2,256.8万股 | +1,123.3万股+49.78% | 加仓 |
 WELLTOWER COMWELL |
| 0.59% | 0.63% | $34.45亿 | 1,517.9万股 | $33.51亿 | 1,695.0万股 | -177.1万股-10.45% | 减仓 |
 VisaV |
| 0.58% | 0.58% | $33.84亿 | 986.3万股 | $30.95亿 | 1,023.9万股 | -37.6万股-3.67% | 减仓 |
 康宁GLW |
| 0.58% | 0.22% | $33.65亿 | 1,317.4万股 | $11.87亿 | 872.8万股 | +444.7万股+50.95% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.56% | 0.98% | $32.58亿 | 3,942.2万股 | $52.42亿 | 6,584.6万股 | -2,642.4万股-40.13% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.54% | 0.52% | $31.67亿 | 1,750.6万股 | $27.87亿 | 1,685.6万股 | +65.1万股+3.86% | 加仓 |
 DANAHER DEL COMDHR |
| 0.53% | 0.52% | $31.08亿 | 1,631.7万股 | $28.01亿 | 1,477.5万股 | +154.2万股+10.44% | 加仓 |
 迪士尼DIS |
| 0.53% | 0.5% | $30.79亿 | 3,198.7万股 | $26.89亿 | 2,789.3万股 | +409.3万股+14.67% | 加仓 |
 台积电TSM |
| 0.52% | 0.48% | $30.48亿 | 638.3万股 | $25.67亿 | 759.7万股 | -121.4万股-15.98% | 减仓 |
 瑞银UBS |
| 0.51% | 0.36% | $29.58亿 | 5,955.3万股 | $19.09亿 | 4,992.1万股 | +963.3万股+19.30% | 加仓 |
 安费诺APH |
| 0.5% | 0.35% | $29.23亿 | 1,658.0万股 | $18.95亿 | 1,500.2万股 | +157.8万股+10.52% | 加仓 |
| FFLEXFLEX |
| 0.5% | 0.25% | $29.14亿 | 1,797.8万股 | $13.25亿 | 2,023.8万股 | -226.0万股-11.17% | 减仓 |
 伊顿ETN |
| 0.5% | 0.38% | $29.09亿 | 682.7万股 | $20.41亿 | 570.7万股 | +112.1万股+19.64% | 加仓 |
 戴蒙德能源FANG |
| 0.5% | 0.46% | $28.86亿 | 1,642.0万股 | $24.73亿 | 1,250.1万股 | +391.9万股+31.35% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.49% | 0.56% | $28.29亿 | 1,697.5万股 | $30.13亿 | 1,737.1万股 | -39.5万股-2.28% | 减仓 |
 道明尼能源D |
| 0.48% | 0.55% | $27.91亿 | 4,086.8万股 | $29.42亿 | 4,759.5万股 | -672.7万股-14.13% | 减仓 |
 家得宝HD |
| 0.47% | 0.59% | $27.11亿 | 768.7万股 | $31.69亿 | 963.7万股 | -195.0万股-20.24% | 减仓 |
 史赛克SYK |
| 0.44% | 0.5% | $25.71亿 | 816.7万股 | $26.69亿 | 812.2万股 | +4.5万股+0.56% | 加仓 |
 GE航空GE |
| 0.44% | 0.18% | $25.41亿 | 679.8万股 | $9.78亿 | 344.6万股 | +335.2万股+97.30% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.43% | 0.63% | $25.12亿 | 493.3万股 | $33.91亿 | 497.1万股 | -3.8万股-0.76% | 减仓 |
| BBANK OF AMERBAC |
| 0.43% | 0.42% | $25.12亿 | 4,407.7万股 | $22.73亿 | 4,663.0万股 | -255.2万股-5.47% | 减仓 |
 林德LIN |
| 0.43% | 0.48% | $24.99亿 | 481.5万股 | $25.54亿 | 515.3万股 | -33.7万股-6.55% | 减仓 |
 威廉姆斯WMB |
| 0.42% | 0.31% | $24.60亿 | 3,309.7万股 | $16.80亿 | 2,308.3万股 | +1,001.4万股+43.38% | 加仓 |
| SSANDISK COMSNDK |
| 0.42% | 0.07% | $24.26亿 | 106.7万股 | $3.96亿 | 62.3万股 | +44.4万股+71.20% | 加仓 |
| N纳斯达克NDAQ |
| 0.41% | 0.57% | $23.91亿 | 3,033.2万股 | $30.80亿 | 3,627.9万股 | -594.7万股-16.39% | 减仓 |
 可口可乐KO |
| 0.41% | 0.38% | $23.61亿 | 2,905.4万股 | $20.24亿 | 2,661.5万股 | +243.9万股+9.16% | 加仓 |
