 阿斯利康AZN |
| 5.5% | 6.23% | $14.93亿 | 797.9万股 | $15.60亿 | 805.5万股 | -7.6万股-0.94% | 减仓 |
 谷歌AGOOGL |
| 5.25% | 4.78% | $14.24亿 | 398.6万股 | $11.98亿 | 416.5万股 | -17.9万股-4.30% | 减仓 |
 微软MSFT |
| 5.08% | 5.34% | $13.78亿 | 369.6万股 | $13.38亿 | 361.4万股 | +8.2万股+2.26% | 加仓 |
 英伟达NVDA |
| 4.7% | 4.21% | $12.76亿 | 637.7万股 | $10.55亿 | 604.8万股 | +32.8万股+5.43% | 加仓 |
 亚马逊AMZN |
| 4.5% | 4.33% | $12.22亿 | 512.7万股 | $10.83亿 | 520.2万股 | -7.5万股-1.44% | 减仓 |
 VisaV |
| 3.96% | 3.83% | $10.75亿 | 313.4万股 | $9.59亿 | 317.3万股 | -4.0万股-1.25% | 减仓 |
 苹果AAPL |
| 3.64% | 3.32% | $9.89亿 | 341.6万股 | $8.32亿 | 328.0万股 | +13.6万股+4.16% | 加仓 |
 摩根大通JPM |
| 3.32% | 3.19% | $9.01亿 | 275.3万股 | $7.99亿 | 271.5万股 | +3.8万股+1.38% | 加仓 |
 安费诺APH |
| 2.06% | 1.56% | $5.59亿 | 317.1万股 | $3.90亿 | 308.3万股 | +8.8万股+2.84% | 加仓 |
 礼来LLY |
| 1.98% | 1.54% | $5.37亿 | 44.8万股 | $3.84亿 | 41.8万股 | +3.0万股+7.09% | 加仓 |
 台积电TSM |
| 1.93% | 1.38% | $5.25亿 | 109.9万股 | $3.47亿 | 102.6万股 | +7.3万股+7.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.93% | 1.8% | $5.23亿 | 148.1万股 | $4.52亿 | 157.4万股 | -9.3万股-5.91% | 减仓 |
| T赛默飞世尔TMO |
| 1.86% | 1.87% | $5.04亿 | 100.5万股 | $4.69亿 | 95.4万股 | +5.2万股+5.40% | 加仓 |
 可口可乐KO |
| 1.81% | 1.83% | $4.92亿 | 605.1万股 | $4.57亿 | 601.2万股 | +3.9万股+0.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.78% | 1.87% | $4.83亿 | 96.4万股 | $4.69亿 | 97.8万股 | -1.4万股-1.41% | 减仓 |
 博通AVGO |
| 1.65% | 1.4% | $4.48亿 | 118.6万股 | $3.51亿 | 113.3万股 | +5.3万股+4.68% | 加仓 |
 Meta平台META |
| 1.44% | 1.54% | $3.91亿 | 69.3万股 | $3.86亿 | 67.5万股 | +1.8万股+2.67% | 加仓 |
 高盛GS |
| 1.37% | 1.03% | $3.73亿 | 36.8万股 | $2.58亿 | 30.5万股 | +6.3万股+20.83% | 加仓 |
| CCRHCRH |
| 1.16% | 1.18% | $3.16亿 | 295.1万股 | $2.96亿 | 283.3万股 | +11.8万股+4.15% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.06% | 0.94% | $2.89亿 | 173.3万股 | $2.35亿 | 135.7万股 | +37.6万股+27.71% | 加仓 |
 林德LIN |
| 1.04% | 1.16% | $2.83亿 | 54.6万股 | $2.90亿 | 58.6万股 | -4.0万股-6.80% | 减仓 |
 PALO ALTOPANW |
| 1.03% | 0.6% | $2.79亿 | 81.9万股 | $1.51亿 | 94.3万股 | -12.3万股-13.07% | 减仓 |
 雅培ABT |
| 1.03% | 1.31% | $2.79亿 | 307.5万股 | $3.28亿 | 319.4万股 | -12.0万股-3.74% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.93% | 1.16% | $2.52亿 | 323.4万股 | $2.90亿 | 312.1万股 | +11.3万股+3.62% | 加仓 |
 万事达MA |
| 0.92% | 1.02% | $2.50亿 | 48.8万股 | $2.55亿 | 51.0万股 | -2.3万股-4.45% | 减仓 |
 芝加哥商品交易所CME |
| 0.86% | 1.17% | $2.33亿 | 105.5万股 | $2.93亿 | 99.0万股 | +6.4万股+6.51% | 加仓 |
 宝洁PG |
| 0.84% | 0.89% | $2.29亿 | 156.1万股 | $2.23亿 | 154.6万股 | +1.5万股+0.95% | 加仓 |
 卡特彼勒CAT |
| 0.83% | 0.66% | $2.25亿 | 21.1万股 | $1.64亿 | 23.2万股 | -2.1万股-8.86% | 减仓 |
 泛林集团LRCX |
| 0.81% | 0.06% | $2.19亿 | 50.6万股 | $1,562.1万 | 7.3万股 | +43.3万股+592.57% | 加仓 |
 EquinixEQIX |
| 0.78% | 0.84% | $2.11亿 | 20.3万股 | $2.10亿 | 21.4万股 | -1.1万股-5.33% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.78% | 0.7% | $2.11亿 | 56.3万股 | $1.76亿 | 63.3万股 | -7.1万股-11.15% | 减仓 |
 好市多COST |
| 0.75% | 0.94% | $2.04亿 | 21.9万股 | $2.35亿 | 23.6万股 | -1.7万股-7.38% | 减仓 |
 BOOKING COMBKNG |
| 0.73% | 0.8% | $1.99亿 | 111.7万股 | $1.99亿 | 4.7万股 | +107.0万股+2,261.26% | 加仓 |
 自由港麦克莫兰FCX |
| 0.73% | 0.66% | $1.98亿 | 315.1万股 | $1.66亿 | 282.3万股 | +32.8万股+11.64% | 加仓 |
 标普全球SPGI |
| 0.72% | 0.96% | $1.97亿 | 48.3万股 | $2.40亿 | 56.4万股 | -8.1万股-14.35% | 减仓 |
 派克汉尼汾PH |
| 0.69% | 0.58% | $1.88亿 | 19.2万股 | $1.45亿 | 16.2万股 | +3.0万股+18.21% | 加仓 |
 Arm控股ARM |
| 0.66% | 0.3% | $1.78亿 | 50.2万股 | $7,526.6万 | 49.8万股 | +4,333股+0.87% | 加仓 |
 强生JNJ |
| 0.65% | 0.72% | $1.76亿 | 69.2万股 | $1.81亿 | 74.0万股 | -4.8万股-6.51% | 减仓 |
 迪尔DE |
| 0.64% | 0.63% | $1.73亿 | 27.3万股 | $1.57亿 | 27.8万股 | -5,507股-1.98% | 减仓 |
 ShopifySHOP |
| 0.64% | 0.72% | $1.73亿 | 151.3万股 | $1.79亿 | 151.1万股 | +1,769股+0.12% | 加仓 |
 直觉外科ISRG |
| 0.62% | 0.77% | $1.69亿 | 42.6万股 | $1.94亿 | 42.1万股 | +5,191股+1.23% | 加仓 |
 埃克森美孚XOM |
| 0.62% | 0.73% | $1.68亿 | 122.8万股 | $1.83亿 | 107.6万股 | +15.2万股+14.16% | 加仓 |
| KKKR & COMKKR |
| 0.61% | 0.67% | $1.67亿 | 181.7万股 | $1.68亿 | 181.1万股 | +6,134股+0.34% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.61% | 0.58% | $1.66亿 | 224.5万股 | $1.46亿 | 229.3万股 | -4.8万股-2.08% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.57% | 0.62% | $1.54亿 | 37.1万股 | $1.56亿 | 35.9万股 | +1.1万股+3.10% | 加仓 |
 雷神技术RTX |
| 0.55% | 0.62% | $1.50亿 | 79.2万股 | $1.54亿 | 79.8万股 | -6,822股-0.85% | 减仓 |
 家得宝HD |
| 0.55% | 0.79% | $1.48亿 | 42.0万股 | $1.98亿 | 60.3万股 | -18.3万股-30.36% | 减仓 |
 美国合众银行USB |
| 0.51% | 0.49% | $1.39亿 | 230.1万股 | $1.24亿 | 237.6万股 | -7.5万股-3.15% | 减仓 |
 摩根士丹利MS |
| 0.49% | 0.49% | $1.33亿 | 63.6万股 | $1.22亿 | 74.2万股 | -10.6万股-14.32% | 减仓 |
 CrowdStrikeCRWD |
| 0.49% | 0.28% | $1.33亿 | 17.4万股 | $7,011.0万 | 18.0万股 | -5,856股-3.26% | 减仓 |
