 博通AVGO |
| 6.39% | 6.09% | $309.02亿 | 8,182.3万股 | $259.94亿 | 8,404.7万股 | -222.4万股-2.65% | 减仓 |
 微软MSFT |
| 4.15% | 4.76% | $200.56亿 | 5,377.4万股 | $202.93亿 | 5,483.8万股 | -106.3万股-1.94% | 减仓 |
 英伟达NVDA |
| 3.85% | 3.99% | $185.95亿 | 9,295.2万股 | $170.30亿 | 9,768.3万股 | -473.1万股-4.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.07% | 3.08% | $148.53亿 | 4,204.2万股 | $131.38亿 | 4,583.0万股 | -378.8万股-8.27% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.7% | 2.82% | $130.74亿 | 7,225.2万股 | $120.30亿 | 7,276.1万股 | -50.9万股-0.70% | 减仓 |
 美光科技MU |
| 2.48% | 0.71% | $119.85亿 | 1,038.4万股 | $30.15亿 | 893.2万股 | +145.3万股+16.26% | 加仓 |
 苹果AAPL |
| 2.23% | 2.16% | $107.69亿 | 3,723.9万股 | $92.07亿 | 3,629.7万股 | +94.2万股+2.60% | 加仓 |
 科磊KLAC |
| 2.21% | 0.94% | $107.09亿 | 3,555.8万股 | $40.09亿 | 272.8万股 | +3,283.0万股+1,203.39% | 加仓 |
 Meta平台META |
| 2.17% | 2.38% | $104.84亿 | 1,861.2万股 | $101.68亿 | 1,778.1万股 | +83.2万股+4.68% | 加仓 |
 亚马逊AMZN |
| 2.12% | 2.14% | $102.77亿 | 4,311.4万股 | $91.47亿 | 4,393.4万股 | -82.0万股-1.87% | 减仓 |
 WELLTOWER COMWELL |
| 1.85% | 1.66% | $89.66亿 | 3,950.0万股 | $70.80亿 | 3,581.7万股 | +368.3万股+10.28% | 加仓 |
 VisaV |
| 1.73% | 1.68% | $83.86亿 | 2,444.3万股 | $71.65亿 | 2,371.0万股 | +73.4万股+3.09% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.61% | 1.62% | $77.79亿 | 2,449.4万股 | $68.90亿 | 2,505.1万股 | -55.8万股-2.23% | 减仓 |
 安费诺APH |
| 1.57% | 1.05% | $75.87亿 | 4,303.6万股 | $44.64亿 | 3,533.4万股 | +770.2万股+21.80% | 加仓 |
 谷歌AGOOGL |
| 1.5% | 1.72% | $72.31亿 | 2,023.5万股 | $73.18亿 | 2,545.9万股 | -522.3万股-20.52% | 减仓 |
 礼来LLY |
| 1.42% | 1.32% | $68.80亿 | 573.5万股 | $56.24亿 | 611.7万股 | -38.2万股-6.24% | 减仓 |
 GE航空GE |
| 1.42% | 1.28% | $68.43亿 | 1,831.1万股 | $54.49亿 | 1,921.9万股 | -90.9万股-4.73% | 减仓 |
 TransDigmTDG |
| 1.39% | 1.49% | $67.44亿 | 506.3万股 | $63.68亿 | 549.5万股 | -43.2万股-7.86% | 减仓 |
 阿斯利康AZN |
| 1.34% | 1.58% | $64.92亿 | 3,457.6万股 | $67.25亿 | 3,439.3万股 | +18.3万股+0.53% | 加仓 |
 ShopifySHOP |
| 1.3% | 1.39% | $62.68亿 | 5,489.4万股 | $59.32亿 | 5,006.0万股 | +483.4万股+9.66% | 加仓 |
 万事达MA |
| 1.17% | 1.25% | $56.35亿 | 1,097.4万股 | $53.36亿 | 1,068.1万股 | +29.3万股+2.74% | 加仓 |
 台积电TSM |
| 1.15% | 0.89% | $55.41亿 | 1,167.7万股 | $37.88亿 | 1,130.7万股 | +37.0万股+3.27% | 加仓 |
 英特尔INTC |
| 1.11% | 0.07% | $53.84亿 | 3,856.7万股 | $3.17亿 | 718.1万股 | +3,138.7万股+437.11% | 加仓 |
 阿斯麦ASML |
| 0.99% | 0.54% | $48.05亿 | 243.9万股 | $23.04亿 | 176.7万股 | +67.2万股+38.01% | 加仓 |
 Truist金融TFC |
| 0.96% | 0.91% | $46.51亿 | 9,334.1万股 | $38.83亿 | 8,451.3万股 | +882.8万股+10.45% | 加仓 |
 雷神技术RTX |
| 0.87% | 1.08% | $41.91亿 | 2,209.8万股 | $46.09亿 | 2,391.0万股 | -181.2万股-7.58% | 减仓 |
 摩根大通JPM |
| 0.86% | 0.87% | $41.46亿 | 1,266.3万股 | $37.02亿 | 1,260.5万股 | +5.8万股+0.46% | 加仓 |
 迪尔DE |
| 0.84% | 0.22% | $40.66亿 | 641.0万股 | $9.60亿 | 170.4万股 | +470.7万股+276.28% | 加仓 |
 艾伯维ABBV |
| 0.81% | 0.73% | $39.36亿 | 1,563.9万股 | $31.35亿 | 1,441.9万股 | +122.0万股+8.46% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.76% | 1.14% | $36.80亿 | 4,737.1万股 | $48.41亿 | 5,249.4万股 | -512.3万股-9.76% | 减仓 |
| FFTAI AVIATIONFTAI |
| 0.69% | 0.68% | $33.50亿 | 1,238.3万股 | $28.98亿 | 1,183.1万股 | +55.2万股+4.66% | 加仓 |
| KKKR & COMKKR |
| 0.69% | 0.76% | $33.39亿 | 3,638.9万股 | $32.49亿 | 3,513.4万股 | +125.5万股+3.57% | 加仓 |
 联合健康UNH |
| 0.67% | 0.57% | $32.38亿 | 778.9万股 | $24.34亿 | 900.1万股 | -121.2万股-13.47% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.66% | 0.7% | $31.80亿 | 187.3万股 | $30.04亿 | 173.8万股 | +13.6万股+7.82% | 加仓 |
 雅培ABT |
| 0.65% | 0.9% | $31.46亿 | 3,465.4万股 | $38.49亿 | 3,749.8万股 | -284.4万股-7.58% | 减仓 |
 星座能源CEG |
| 0.65% | 0.76% | $31.46亿 | 1,265.7万股 | $32.46亿 | 1,160.9万股 | +104.8万股+9.03% | 加仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.63% | 0.67% | $30.39亿 | 4,913.4万股 | $28.53亿 | 4,881.6万股 | +31.9万股+0.65% | 加仓 |
| SStrategyMSTR |
| 0.63% | 0.92% | $30.34亿 | 3,490.2万股 | $39.24亿 | 3,144.2万股 | +346.0万股+11.01% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.63% | 0.4% | $30.24亿 | 949.8万股 | $17.24亿 | 636.4万股 | +313.5万股+49.26% | 加仓 |
 康菲石油COP |
| 0.62% | 0.96% | $30.05亿 | 2,890.5万股 | $41.08亿 | 3,111.6万股 | -221.0万股-7.10% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.62% | 1.13% | $29.79亿 | 585.3万股 | $48.40亿 | 709.6万股 | -124.4万股-17.53% | 减仓 |
 DANAHER DEL COMDHR |
| 0.61% | 0.62% | $29.54亿 | 1,550.4万股 | $26.56亿 | 1,401.5万股 | +149.0万股+10.63% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.61% | 0.68% | $29.27亿 | 5,054.9万股 | $28.84亿 | 5,002.0万股 | +53.0万股+1.06% | 加仓 |
 PAYCHEX COMPAYX |
| 0.59% | 0.65% | $28.37亿 | 2,884.0万股 | $27.59亿 | 2,994.9万股 | -110.8万股-3.70% | 减仓 |
 空气化工APD |
| 0.58% | 0.68% | $27.99亿 | 956.7万股 | $28.87亿 | 993.6万股 | -36.9万股-3.71% | 减仓 |
| BBANK OF AMERBAC |
| 0.57% | 0.54% | $27.48亿 | 4,822.5万股 | $22.85亿 | 4,687.2万股 | +135.3万股+2.89% | 加仓 |
 YUM BRANDS COMYUM |
| 0.56% | 0.61% | $27.11亿 | 1,696.1万股 | $26.16亿 | 1,682.6万股 | +13.5万股+0.80% | 加仓 |
 CloudflareNET |
| 0.56% | 0.53% | $26.93亿 | 1,098.1万股 | $22.48亿 | 1,089.3万股 | +8.8万股+0.81% | 加仓 |
 思科CSCO |
| 0.55% | — | $26.64亿 | 2,267.8万股 | $0 | 0股 | +2,267.8万股 | 新买入 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.54% | 0.64% | $26.22亿 | 1,572.9万股 | $27.26亿 | 1,571.4万股 | +1.6万股+0.10% | 加仓 |
