 台积电TSM |
| 8.12% | 6.43% | $3.37亿 | 70.6万股 | $2.53亿 | 74.7万股 | -4.1万股-5.54% | 减仓 |
 亚马逊AMZN |
| 7.2% | 8.5% | $2.99亿 | 125.4万股 | $3.34亿 | 160.3万股 | -34.9万股-21.78% | 减仓 |
 英伟达NVDA |
| 6.43% | 5.2% | $2.67亿 | 133.3万股 | $2.04亿 | 116.9万股 | +16.3万股+13.97% | 加仓 |
| GGPGIGPGI |
| 5.69% | 5.97% | $2.36亿 | 1,490.7万股 | $2.34亿 | 1,369.7万股 | +121.1万股+8.84% | 加仓 |
 谷歌AGOOGL |
| 5.62% | 3.8% | $2.33亿 | 65.3万股 | $1.49亿 | 51.8万股 | +13.5万股+25.98% | 加仓 |
 VisaV |
| 5.58% | 4.13% | $2.32亿 | 67.5万股 | $1.62亿 | 53.6万股 | +13.9万股+25.92% | 加仓 |
 微软MSFT |
| 5.34% | 4.92% | $2.22亿 | 59.5万股 | $1.93亿 | 52.2万股 | +7.3万股+13.92% | 加仓 |
 标普全球SPGI |
| 4.5% | 4.05% | $1.87亿 | 45.8万股 | $1.59亿 | 37.4万股 | +8.5万股+22.65% | 加仓 |
 林德LIN |
| 4.26% | 5.89% | $1.77亿 | 34.1万股 | $2.31亿 | 46.7万股 | -12.5万股-26.90% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 4.07% | 3.82% | $1.69亿 | 353.4万股 | $1.50亿 | 438.9万股 | -85.4万股-19.47% | 减仓 |
 Meta平台META |
| 3.87% | 4.39% | $1.61亿 | 28.5万股 | $1.72亿 | 30.1万股 | -1.6万股-5.46% | 减仓 |
 雅培ABT |
| 3.76% | 3.1% | $1.56亿 | 172.2万股 | $1.22亿 | 118.6万股 | +53.6万股+45.18% | 加仓 |
 苹果AAPL |
| 3.34% | 3.09% | $1.39亿 | 47.9万股 | $1.21亿 | 47.8万股 | +1,494股+0.31% | 加仓 |
 CSX铁路CSX |
| 3.3% | 3% | $1.37亿 | 288.1万股 | $1.18亿 | 286.9万股 | +1.2万股+0.41% | 加仓 |
 VertivVRT |
| 3.29% | 3.43% | $1.37亿 | 40.8万股 | $1.35亿 | 53.7万股 | -12.9万股-24.06% | 减仓 |
 宣伟SHW |
| 2.75% | 2.03% | $1.14亿 | 33.2万股 | $7,983.4万 | 24.9万股 | +8.3万股+33.24% | 加仓 |
 联合健康UNH |
| 2.55% | — | $1.06亿 | 25.4万股 | $0 | 0股 | +25.4万股 | 新买入 |
| RRESOLUTE MGMTRHLD |
| 2.47% | 2.21% | $1.03亿 | 70.9万股 | $8,656.9万 | 53.3万股 | +17.6万股+32.97% | 加仓 |
| AAMRIZE SHSAMRZ |
| 2.43% | — | $1.01亿 | 189.1万股 | $0 | 0股 | +189.1万股 | 新买入 |
 太平洋煤电PCG |
| 2.35% | 3.96% | $9,753.2万 | 579.9万股 | $1.55亿 | 884.5万股 | -304.6万股-34.44% | 减仓 |
 SterisSTE |
| 2.31% | 2.22% | $9,599.2万 | 45.6万股 | $8,723.5万 | 39.4万股 | +6.1万股+15.56% | 加仓 |
 WASTE MGMT DELWM |
| 2.28% | 2.4% | $9,456.3万 | 42.4万股 | $9,415.3万 | 41.0万股 | +1.5万股+3.55% | 加仓 |
| GGE医疗GEHC |
| 1.81% | 3.83% | $7,521.1万 | 117.5万股 | $1.50亿 | 211.3万股 | -93.8万股-44.40% | 减仓 |
 霍尼韦尔HON |
| 1.38% | — | $5,733.0万 | 25.6万股 | $0 | 0股 | +25.6万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.37% | — | $5,668.9万 | 25.6万股 | $0 | 0股 | +25.6万股 | 新买入 |
 礼来LLY |
| 1.15% | 0.48% | $4,763.9万 | 4.0万股 | $1,864.7万 | 2.0万股 | +1.9万股+95.91% | 加仓 |
 森科能源SU |
| 1.14% | 1.49% | $4,730.9万 | 88.1万股 | $5,837.2万 | 88.3万股 | -1,644股-0.19% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 0.8% | $3,323.8万 | 6.6万股 | $3,127.0万 | 6.5万股 | +1,169股+1.79% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.42% | $1,722.4万 | 23股 | $1,651.7万 | 23股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 0.37% | — | $1,524.6万 | 87.8万股 | $0 | 0股 | +87.8万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.04% | 1.3% | $179.6万 | 2.1万股 | $5,091.1万 | 64.7万股 | -62.7万股-96.80% | 减仓 |
