 台积电TSM |
| 7.51% | 6.08% | $1.27亿 | 26.5万股 | $1.01亿 | 33.2万股 | -6.7万股-20.08% | 减仓 |
 英伟达NVDA |
| 4.33% | 4.61% | $7,300.2万 | 36.5万股 | $7,648.0万 | 41.0万股 | -4.5万股-11.03% | 减仓 |
 苹果AAPL |
| 3.86% | 4.11% | $6,511.0万 | 22.5万股 | $6,822.4万 | 25.1万股 | -2.6万股-10.34% | 减仓 |
 微软MSFT |
| 3.49% | 4.23% | $5,887.7万 | 15.8万股 | $7,022.9万 | 14.5万股 | +1.3万股+8.69% | 加仓 |
 谷歌AGOOGL |
| 3.02% | 2.8% | $5,092.5万 | 14.2万股 | $4,652.4万 | 14.9万股 | -6,139股-4.13% | 减仓 |
 博通AVGO |
| 2.53% | 2.54% | $4,271.4万 | 11.3万股 | $4,220.5万 | 12.2万股 | -8,869股-7.27% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.31% | 2.56% | $3,891.4万 | 11.0万股 | $4,252.8万 | 13.6万股 | -2.5万股-18.74% | 减仓 |
 应用材料AMAT |
| 2.11% | 0.3% | $3,557.4万 | 4.9万股 | $499.0万 | 1.9万股 | +3.0万股+153.41% | 加仓 |
 摩根士丹利MS |
| 1.96% | 1.87% | $3,303.6万 | 15.8万股 | $3,099.7万 | 17.5万股 | -1.7万股-9.48% | 减仓 |
 VisaV |
| 1.81% | 2.08% | $3,047.4万 | 8.9万股 | $3,454.5万 | 9.9万股 | -9,679股-9.83% | 减仓 |
 美光科技MU |
| 1.61% | 0.36% | $2,721.6万 | 2.4万股 | $601.5万 | 2.1万股 | +2,503股+11.88% | 加仓 |
 礼来LLY |
| 1.6% | 1.76% | $2,705.6万 | 2.3万股 | $2,926.1万 | 2.7万股 | -4,671股-17.16% | 减仓 |
 默沙东MRK |
| 1.51% | 1.29% | $2,547.2万 | 19.8万股 | $2,139.0万 | 20.3万股 | -4,979股-2.45% | 减仓 |
 VertivVRT |
| 1.47% | 1.24% | $2,474.4万 | 7.4万股 | $2,050.0万 | 12.7万股 | -5.3万股-41.60% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.36% | 1.12% | $2,292.5万 | 5.0万股 | $1,862.9万 | 3.2万股 | +1.8万股+55.65% | 加仓 |
 哈勃HUBB |
| 1.34% | 1.11% | $2,266.8万 | 4.3万股 | $1,848.0万 | 4.2万股 | +1,714股+4.12% | 加仓 |
 NETFLIXNFLX |
| 1.34% | 1.96% | $2,259.6万 | 31.6万股 | $3,249.4万 | 34.7万股 | -3.0万股-8.68% | 减仓 |
| NNUVEEN ESGNUSC |
| 1.3% | 1.2% | $2,187.1万 | 42.0万股 | $1,986.1万 | 44.5万股 | -2.5万股-5.66% | 减仓 |
 高露洁CL |
| 1.26% | 1.11% | $2,117.8万 | 23.1万股 | $1,846.3万 | 23.4万股 | -2,646股-1.13% | 减仓 |
 奎斯特诊断DGX |
| 1.2% | 0.81% | $2,028.3万 | 9.6万股 | $1,341.2万 | 7.7万股 | +1.8万股+23.82% | 加仓 |
 西屋制动WAB |
| 1.16% | 0.97% | $1,956.6万 | 7.3万股 | $1,612.3万 | 7.6万股 | -2,960股-3.92% | 减仓 |
 CHUBB LIMITEDCB |
| 1.04% | 0.96% | $1,747.5万 | 5.1万股 | $1,601.2万 | 5.1万股 | -15股-0.03% | 减仓 |
| CCRHCRH |
| 1.03% | 1.62% | $1,739.7万 | 16.3万股 | $2,689.9万 | 21.6万股 | -5.3万股-24.57% | 减仓 |
 赛莱默XYL |
| 1% | 1.11% | $1,689.9万 | 14.3万股 | $1,845.5万 | 13.6万股 | +7,438股+5.49% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.99% | 0.96% | $1,665.1万 | 12.7万股 | $1,598.3万 | 12.2万股 | +4,072股+3.32% | 加仓 |
 TJXTJX |
| 0.97% | 1.09% | $1,644.7万 | 10.9万股 | $1,803.0万 | 11.7万股 | -8,808股-7.50% | 减仓 |
| B纽约梅隆银行BK |
| 0.94% | 0.72% | $1,578.8万 | 10.9万股 | $1,192.2万 | 10.3万股 | +6,484股+6.31% | 加仓 |
| RROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY |
| 0.91% | 1.06% | $1,541.3万 | 30.0万股 | $1,757.5万 | 33.9万股 | -3.9万股-11.56% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.9% | 0.73% | $1,516.4万 | 3.8万股 | $1,211.9万 | 4.5万股 | -6,507股-14.56% | 减仓 |
 爱德华生命科学EW |
| 0.86% | 0.77% | $1,454.7万 | 16.1万股 | $1,274.9万 | 15.0万股 | +1.1万股+7.53% | 加仓 |
 PALO ALTOPANW |
| 0.86% | 0.47% | $1,451.6万 | 4.3万股 | $784.2万 | 4.3万股 | -10股-0.02% | 减仓 |
 诺华NVS |
| 0.85% | 0.94% | $1,437.7万 | 9.2万股 | $1,561.6万 | 11.3万股 | -2.2万股-19.00% | 减仓 |
 艺康ECL |
| 0.8% | 0.85% | $1,343.0万 | 4.8万股 | $1,402.6万 | 5.3万股 | -5,224股-9.78% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.79% | 0.62% | $1,330.8万 | 23.6万股 | $1,035.6万 | 22.1万股 | +1.5万股+6.71% | 加仓 |
| HHDFC BANKHDB |
| 0.79% | 1.48% | $1,328.5万 | 51.4万股 | $2,450.7万 | 67.1万股 | -15.6万股-23.31% | 减仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 0.78% | 0.38% | $1,318.8万 | 33.8万股 | $634.6万 | 20.2万股 | +13.6万股+67.26% | 加仓 |
 威瑞森VZ |
| 0.77% | 0.73% | $1,298.4万 | 30.7万股 | $1,207.2万 | 29.6万股 | +1.0万股+3.47% | 加仓 |
 康明斯CMI |
| 0.75% | 0.68% | $1,267.3万 | 1.8万股 | $1,122.5万 | 2.2万股 | -4,222股-19.20% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.75% | 1.01% | $1,260.7万 | 7.5万股 | $1,678.3万 | 8.3万股 | -7,498股-9.07% | 减仓 |
 WASTE MGMT DELWM |
| 0.74% | 0.67% | $1,245.8万 | 5.6万股 | $1,117.3万 | 5.1万股 | +5,043股+9.92% | 加仓 |
| CCBRE CL ACBRE |
| 0.72% | 0.92% | $1,221.2万 | 9.1万股 | $1,534.2万 | 9.5万股 | -4,750股-4.98% | 减仓 |
| BBANK OF AMERBAC |
| 0.71% | 0.83% | $1,199.8万 | 21.1万股 | $1,382.7万 | 25.1万股 | -4.1万股-16.24% | 减仓 |
| EEBAY COMEBAY |
| 0.68% | — | $1,146.0万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 艾默生电气EMR |
| 0.66% | 0.64% | $1,120.9万 | 7.8万股 | $1,056.8万 | 8.0万股 | -1,323股-1.66% | 减仓 |
 嘉信理财SCHW |
| 0.64% | 0.44% | $1,079.0万 | 11.7万股 | $729.9万 | 7.3万股 | +4.4万股+60.07% | 加仓 |
 好市多COST |
| 0.64% | 0.69% | $1,072.1万 | 1.1万股 | $1,143.0万 | 1.3万股 | -1,794股-13.53% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.63% | 0.62% | $1,067.1万 | 8.4万股 | $1,036.9万 | 8.4万股 | -18股-0.02% | 减仓 |
| R拉夫劳伦RL |
| 0.63% | 0.65% | $1,054.8万 | 2.6万股 | $1,081.0万 | 3.1万股 | -4,294股-14.05% | 减仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.57% | 0.57% | $969.6万 | 48.7万股 | $940.8万 | 59.3万股 | -10.6万股-17.82% | 减仓 |
 福泰制药VRTX |
| 0.57% | 0.44% | $968.3万 | 1.9万股 | $729.0万 | 1.6万股 | +3,412股+21.22% | 加仓 |
