 英伟达NVDA |
| 3.34% | 3.18% | $10.81亿 | 540.0万股 | $8.40亿 | 481.5万股 | +58.5万股+12.16% | 加仓 |
 苹果AAPL |
| 2.87% | 2.76% | $9.27亿 | 320.5万股 | $7.30亿 | 287.6万股 | +32.9万股+11.44% | 加仓 |
 微软MSFT |
| 1.88% | 1.98% | $6.07亿 | 162.7万股 | $5.23亿 | 141.2万股 | +21.5万股+15.21% | 加仓 |
 亚马逊AMZN |
| 1.82% | 2.13% | $5.88亿 | 246.9万股 | $5.62亿 | 270.1万股 | -23.2万股-8.58% | 减仓 |
 Meta平台META |
| 1.43% | 0.85% | $4.63亿 | 82.3万股 | $2.26亿 | 39.5万股 | +42.7万股+108.14% | 加仓 |
 博通AVGO |
| 1.37% | 1.06% | $4.44亿 | 117.7万股 | $2.80亿 | 90.6万股 | +27.1万股+29.93% | 加仓 |
 谷歌AGOOGL |
| 1.23% | 1.56% | $3.96亿 | 110.9万股 | $4.12亿 | 143.2万股 | -32.3万股-22.56% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 1.16% | 0.92% | $3.75亿 | 200.3万股 | $2.44亿 | 250.7万股 | -50.4万股-20.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1% | $3.62亿 | 102.6万股 | $2.65亿 | 92.3万股 | +10.2万股+11.07% | 加仓 |
 美光科技MU |
| 0.98% | 0.42% | $3.17亿 | 27.5万股 | $1.10亿 | 32.6万股 | -5.1万股-15.68% | 减仓 |
 礼来LLY |
| 0.91% | 0.8% | $2.94亿 | 24.5万股 | $2.12亿 | 23.0万股 | +1.4万股+6.24% | 加仓 |
 特斯拉TSLA |
| 0.84% | 0.76% | $2.70亿 | 64.2万股 | $2.01亿 | 54.1万股 | +10.1万股+18.65% | 加仓 |
 强生JNJ |
| 0.82% | 1.41% | $2.67亿 | 105.1万股 | $3.73亿 | 152.6万股 | -47.6万股-31.16% | 减仓 |
 威瑞森VZ |
| 0.79% | 0.92% | $2.56亿 | 604.6万股 | $2.43亿 | 483.7万股 | +120.9万股+24.98% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.75% | 0.09% | $2.42亿 | 265.0万股 | $2,310.5万 | 35.8万股 | +229.2万股+641.01% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.28% | $2.28亿 | 90.7万股 | $7,529.0万 | 34.6万股 | +56.1万股+162.11% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.67% | 0.19% | $2.15亿 | 119.0万股 | $5,041.2万 | 30.5万股 | +88.5万股+290.35% | 加仓 |
 PROGRESSIVEPGR |
| 0.63% | 0.22% | $2.05亿 | 93.8万股 | $5,696.0万 | 28.7万股 | +65.1万股+226.40% | 加仓 |
 ARROW ELECTRSARW |
| 0.6% | 0.59% | $1.94亿 | 90.8万股 | $1.55亿 | 108.1万股 | -17.3万股-16.00% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.59% | $1.91亿 | 58.5万股 | $1.56亿 | 52.9万股 | +5.6万股+10.56% | 加仓 |
 LumentumLITE |
| 0.59% | 0.04% | $1.89亿 | 22.1万股 | $981.4万 | 1.4万股 | +20.7万股+1,479.77% | 加仓 |
 AMD超威AMD |
| 0.58% | 0.27% | $1.89亿 | 32.5万股 | $7,155.6万 | 35.2万股 | -2.7万股-7.57% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.62% | $1.88亿 | 37.5万股 | $1.64亿 | 34.1万股 | +3.4万股+9.86% | 加仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 0.54% | 0.56% | $1.73亿 | 141.4万股 | $1.49亿 | 141.4万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.52% | 0.12% | $1.68亿 | 38.7万股 | $3,240.7万 | 15.2万股 | +23.5万股+155.10% | 加仓 |
 SENSATA TECHNOLOGIES PLST |
| 0.51% | 0.52% | $1.65亿 | 345.1万股 | $1.37亿 | 389.1万股 | -43.9万股-11.29% | 减仓 |
 CROWN CASTLE COMCCI |
| 0.51% | 0.37% | $1.63亿 | 215.8万股 | $9,776.5万 | 120.2万股 | +95.6万股+79.49% | 加仓 |
 家得宝HD |
| 0.5% | 0.18% | $1.62亿 | 46.0万股 | $4,852.6万 | 14.8万股 | +31.2万股+211.56% | 加仓 |
 江森自控JCI |
| 0.5% | 0.39% | $1.62亿 | 110.6万股 | $1.03亿 | 78.4万股 | +32.2万股+41.08% | 加仓 |
 CHUBB LIMITEDCB |
| 0.5% | <0.01% | $1.60亿 | 47.1万股 | $24.2万 | 743股 | +47.0万股+63,254.10% | 加仓 |
| T赛默飞世尔TMO |
| 0.49% | 0.63% | $1.59亿 | 31.6万股 | $1.66亿 | 33.8万股 | -2.2万股-6.38% | 减仓 |
 LabcorpECL |
| 0.48% | 0.45% | $1.56亿 | 55.7万股 | $1.19亿 | 44.7万股 | +11.0万股+24.68% | 加仓 |
 宝洁PG |
| 0.47% | 0.18% | $1.52亿 | 103.9万股 | $4,753.2万 | 32.9万股 | +71.0万股+215.66% | 加仓 |
 英特尔INTC |
| 0.47% | 0.16% | $1.51亿 | 108.2万股 | $4,338.5万 | 98.3万股 | +9.9万股+10.07% | 加仓 |
 应用材料AMAT |
| 0.47% | 0.73% | $1.51亿 | 20.9万股 | $1.94亿 | 56.6万股 | -35.7万股-63.11% | 减仓 |
 UNUMUNM |
| 0.46% | 0.51% | $1.49亿 | 166.5万股 | $1.34亿 | 183.2万股 | -16.6万股-9.09% | 减仓 |
 默沙东MRK |
| 0.45% | 0.49% | $1.44亿 | 112.4万股 | $1.29亿 | 107.1万股 | +5.3万股+4.95% | 加仓 |
 多佛DOV |
| 0.44% | 0.53% | $1.43亿 | 63.9万股 | $1.40亿 | 66.9万股 | -3.1万股-4.63% | 减仓 |
 爱德华生命科学EW |
| 0.44% | 0.54% | $1.41亿 | 156.0万股 | $1.42亿 | 176.8万股 | -20.8万股-11.77% | 减仓 |
 恩智浦NXPI |
| 0.43% | 0.61% | $1.40亿 | 49.9万股 | $1.61亿 | 82.0万股 | -32.1万股-39.14% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.42% | 0.69% | $1.37亿 | 59.6万股 | $1.82亿 | 84.1万股 | -24.4万股-29.05% | 减仓 |
 飞塔FTNT |
| 0.42% | 0.11% | $1.36亿 | 88.7万股 | $2,952.4万 | 36.1万股 | +52.6万股+145.49% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.41% | 0.3% | $1.34亿 | 52.7万股 | $7,858.6万 | 52.1万股 | +6,148股+1.18% | 加仓 |
 梅特勒托利多MTD |
| 0.4% | <0.01% | $1.30亿 | 10.2万股 | $100.5万 | 797股 | +10.1万股+12,676.54% | 加仓 |
 雷神技术RTX |
| 0.4% | 0.42% | $1.30亿 | 68.5万股 | $1.11亿 | 57.3万股 | +11.1万股+19.41% | 加仓 |
 自由媒体FWONK |
| 0.4% | 0.12% | $1.29亿 | 135.6万股 | $3,068.9万 | 36.1万股 | +99.5万股+275.64% | 加仓 |
 联合健康UNH |
| 0.39% | 0.16% | $1.28亿 | 30.7万股 | $4,316.7万 | 16.0万股 | +14.8万股+92.55% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.39% | 0.08% | $1.27亿 | 170.0万股 | $2,047.5万 | 27.2万股 | +142.8万股+524.72% | 加仓 |
 好市多COST |
| 0.39% | 0.5% | $1.25亿 | 13.4万股 | $1.33亿 | 13.4万股 | +346股+0.26% | 加仓 |
| TTANGO THERAPEUTICSTNGX |
| 0.39% | 0.63% | $1.25亿 | 400.1万股 | $1.67亿 | 800.0万股 | -399.9万股-49.99% | 减仓 |
