 台积电TSM |
| 9.86% | 9.45% | $8.08亿 | 186.5万股 | $6.73亿 | 199.2万股 | -12.8万股-6.40% | 减仓 |
 博通AVGO |
| 6.82% | 6.5% | $5.59亿 | 144.6万股 | $4.63亿 | 149.7万股 | -5.1万股-3.43% | 减仓 |
 苹果AAPL |
| 6.66% | 6.34% | $5.45亿 | 177.4万股 | $4.52亿 | 178.0万股 | -6,118股-0.34% | 减仓 |
 礼来LLY |
| 6.58% | 7.16% | $5.39亿 | 46.0万股 | $5.11亿 | 55.5万股 | -9.5万股-17.06% | 减仓 |
 微软MSFT |
| 5.86% | 5.44% | $4.80亿 | 110.6万股 | $3.88亿 | 104.7万股 | +5.9万股+5.63% | 加仓 |
 谷歌AGOOGL |
| 5.84% | 5.77% | $4.79亿 | 134.4万股 | $4.12亿 | 143.1万股 | -8.7万股-6.06% | 减仓 |
 英伟达NVDA |
| 5.39% | 5.41% | $4.41亿 | 219.9万股 | $3.85亿 | 220.9万股 | -9,580股-0.43% | 减仓 |
 阿斯麦ASML |
| 5.01% | 5.87% | $4.11亿 | 25.1万股 | $4.18亿 | 31.7万股 | -6.6万股-20.88% | 减仓 |
 江森自控JCI |
| 3.5% | 4.79% | $2.87亿 | 195.9万股 | $3.41亿 | 260.4万股 | -64.6万股-24.79% | 减仓 |
 AMD超威AMD |
| 3.06% | 1.2% | $2.51亿 | 52.2万股 | $8,567.1万 | 42.1万股 | +10.1万股+23.94% | 加仓 |
 艾伯维ABBV |
| 2.94% | 2.39% | $2.41亿 | 95.8万股 | $1.70亿 | 78.2万股 | +17.6万股+22.57% | 加仓 |
 思科CSCO |
| 2.76% | 1.95% | $2.26亿 | 193.9万股 | $1.39亿 | 178.9万股 | +15.0万股+8.41% | 加仓 |
 TJXTJX |
| 2.33% | 2.73% | $1.91亿 | 121.7万股 | $1.95亿 | 122.0万股 | -2,716股-0.22% | 减仓 |
 特灵科技TT |
| 2.23% | 2.35% | $1.83亿 | 40.2万股 | $1.67亿 | 40.2万股 | +353股+0.09% | 加仓 |
 ServiceNowNOW |
| 2.2% | 1.69% | $1.81亿 | 162.6万股 | $1.20亿 | 115.1万股 | +47.5万股+41.27% | 加仓 |
 史赛克SYK |
| 2.16% | 1.69% | $1.77亿 | 54.3万股 | $1.21亿 | 36.7万股 | +17.6万股+47.86% | 加仓 |
 阿斯利康AZN |
| 1.89% | 2.27% | $1.55亿 | 91.2万股 | $1.62亿 | 82.2万股 | +9.0万股+11.00% | 加仓 |
 罗克韦尔自动化ROK |
| 1.82% | 1.52% | $1.49亿 | 30.2万股 | $1.08亿 | 30.1万股 | +384股+0.13% | 加仓 |
 WASTE MGMT DELWM |
| 1.65% | 0.87% | $1.35亿 | 59.6万股 | $6,225.8万 | 27.1万股 | +32.5万股+119.94% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.61% | 1.56% | $1.32亿 | 133.8万股 | $1.11亿 | 119.0万股 | +14.9万股+12.51% | 加仓 |
 固安捷GWW |
| 1.36% | 1.25% | $1.12亿 | 8.2万股 | $8,944.0万 | 8.2万股 | +108股+0.13% | 加仓 |
| CCRHCRH |
| 1.34% | 0.39% | $1.10亿 | 110.4万股 | $2,778.9万 | 26.4万股 | +84.0万股+317.69% | 加仓 |
 LOWES COS COMLOW |
| 1.22% | 1.37% | $9,981.2万 | 47.9万股 | $9,792.2万 | 41.4万股 | +6.5万股+15.70% | 加仓 |
 LINCOLN ELECLECO |
| 1.19% | 0.94% | $9,770.4万 | 37.4万股 | $6,699.6万 | 26.9万股 | +10.5万股+39.01% | 加仓 |
 甲骨文ORCL |
| 1.19% | 1.29% | $9,759.2万 | 74.8万股 | $9,201.2万 | 62.5万股 | +12.3万股+19.60% | 加仓 |
 汽车地带AZO |
| 1.18% | 1.94% | $9,706.4万 | 3.2万股 | $1.38亿 | 4.1万股 | -8,842股-21.58% | 减仓 |
 ILLINOIS TOOLITW |
| 1.01% | 1.12% | $8,292.2万 | 30.7万股 | $7,970.4万 | 30.6万股 | +372股+0.12% | 加仓 |
 德州仪器TXN |
| 0.94% | 0.7% | $7,683.1万 | 25.8万股 | $4,996.7万 | 25.7万股 | +389股+0.15% | 加仓 |
 林德LIN |
| 0.91% | 0.99% | $7,445.2万 | 14.4万股 | $7,085.6万 | 14.3万股 | +969股+0.68% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.81% | 0.79% | $6,605.8万 | 27.9万股 | $5,640.3万 | 24.2万股 | +3.7万股+15.23% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.77% | 0.63% | $6,307.1万 | 104.9万股 | $4,525.2万 | 79.4万股 | +25.5万股+32.05% | 加仓 |
 强生JNJ |
| 0.71% | 0.61% | $5,818.8万 | 22.9万股 | $4,379.8万 | 17.9万股 | +5.0万股+27.87% | 加仓 |
 空气化工APD |
| 0.62% | 0.5% | $5,116.3万 | 17.4万股 | $3,548.8万 | 12.2万股 | +5.2万股+42.79% | 加仓 |
 诺华NVS |
| 0.6% | 0.67% | $4,880.0万 | 31.1万股 | $4,750.6万 | 31.1万股 | +384股+0.12% | 加仓 |
 加拿大国家铁路CNI |
| 0.58% | 0.58% | $4,779.3万 | 40.1万股 | $4,113.5万 | 40.0万股 | +552股+0.14% | 加仓 |
 高露洁CL |
| 0.5% | 0.54% | $4,133.2万 | 45.1万股 | $3,837.5万 | 45.0万股 | +576股+0.13% | 加仓 |
 联合包裹UPSUPS |
| 0.45% | 0.42% | $3,695.8万 | 34.4万股 | $2,984.8万 | 30.3万股 | +4.0万股+13.32% | 加仓 |
 雅培ABT |
| 0.43% | 0.56% | $3,529.2万 | 38.9万股 | $4,023.9万 | 39.2万股 | -2,991股-0.76% | 减仓 |
 金佰利KMB |
| 0.4% | 0.41% | $3,309.6万 | 30.2万股 | $2,904.9万 | 30.1万股 | +384股+0.13% | 加仓 |
 家得宝HD |
| 0.4% | 0.32% | $3,308.5万 | 9.4万股 | $2,282.0万 | 6.9万股 | +2.4万股+35.20% | 加仓 |
 KENVUE COMKVUE |
| 0.39% | 0.41% | $3,209.1万 | 167.9万股 | $2,891.4万 | 167.7万股 | +2,136股+0.13% | 加仓 |
 默沙东MRK |
| 0.31% | 0.27% | $2,539.7万 | 19.8万股 | $1,894.0万 | 15.7万股 | +4.0万股+25.53% | 加仓 |
 耐克NKE |
| 0.19% | 0.26% | $1,550.8万 | 37.8万股 | $1,882.7万 | 35.6万股 | +2.1万股+5.99% | 加仓 |
| R力拓BBP |
| 0.14% | 0.14% | $1,154.9万 | 12.1万股 | $1,000.7万 | 10.7万股 | +1.4万股+12.70% | 加仓 |
 捷普JBL |
| 0.14% | 0.11% | $1,118.2万 | 2.9万股 | $759.7万 | 2.9万股 | +408股+1.43% | 加仓 |
| Q高通QCOM |
| 0.12% | 0.1% | $1,002.2万 | 5.4万股 | $722.0万 | 5.6万股 | -1,830股-3.26% | 减仓 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.11% | 0.14% | $929.8万 | 12.6万股 | $980.9万 | 12.1万股 | +5,281股+4.36% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.11% | 0.1% | $885.8万 | 6,408股 | $717.6万 | 6,563股 | -155股-2.36% | 减仓 |
| B巴里克黄金GOLD |
| 0.1% | 0.12% | $782.6万 | 21.3万股 | $865.0万 | 21.2万股 | +1,011股+0.48% | 加仓 |
 亚马逊AMZN |
| 0.09% | 0.09% | $721.1万 | 3.0万股 | $625.7万 | 3.0万股 | 00.00% | 持仓不变 |
