 英伟达NVDA |
| 6.9% | 7.23% | $18.36亿 | 917.7万股 | $16.93亿 | 970.6万股 | -52.9万股-5.45% | 减仓 |
 苹果AAPL |
| 5.43% | 5.4% | $14.45亿 | 499.4万股 | $12.65亿 | 498.6万股 | +8,011股+0.16% | 加仓 |
 阿斯利康AZN |
| 4.05% | 4.94% | $10.77亿 | 573.7万股 | $11.58亿 | 595.4万股 | -21.8万股-3.66% | 减仓 |
 微软MSFT |
| 3.86% | 4.29% | $10.28亿 | 275.6万股 | $10.04亿 | 271.3万股 | +4.3万股+1.59% | 加仓 |
 亚马逊AMZN |
| 2.77% | 2.7% | $7.36亿 | 308.9万股 | $6.32亿 | 303.2万股 | +5.7万股+1.88% | 加仓 |
 谷歌AGOOGL |
| 2.64% | 2.43% | $7.03亿 | 196.6万股 | $5.70亿 | 198.1万股 | -1.5万股-0.75% | 减仓 |
 博通AVGO |
| 2.5% | 2.53% | $6.67亿 | 176.5万股 | $5.92亿 | 191.1万股 | -14.6万股-7.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.14% | 1.85% | $5.68亿 | 160.9万股 | $4.32亿 | 150.7万股 | +10.2万股+6.75% | 加仓 |
 美光科技MU |
| 2% | 0.52% | $5.32亿 | 46.1万股 | $1.21亿 | 35.9万股 | +10.1万股+28.18% | 加仓 |
 礼来LLY |
| 1.76% | 1.52% | $4.68亿 | 39.0万股 | $3.56亿 | 38.7万股 | +2,926股+0.76% | 加仓 |
 Meta平台META |
| 1.51% | 1.73% | $4.02亿 | 71.4万股 | $4.05亿 | 70.8万股 | +5,865股+0.83% | 加仓 |
 AMD超威AMD |
| 1.4% | 0.31% | $3.72亿 | 64.0万股 | $7,233.0万 | 35.6万股 | +28.4万股+80.01% | 加仓 |
 摩根大通JPM |
| 1.28% | 1.52% | $3.41亿 | 104.3万股 | $3.56亿 | 121.1万股 | -16.8万股-13.87% | 减仓 |
 强生JNJ |
| 1.24% | 1.34% | $3.31亿 | 130.3万股 | $3.14亿 | 128.6万股 | +1.7万股+1.32% | 加仓 |
 应用材料AMAT |
| 1.23% | 0.75% | $3.27亿 | 45.2万股 | $1.75亿 | 51.2万股 | -6.0万股-11.80% | 减仓 |
 特斯拉TSLA |
| 1.06% | 0.99% | $2.82亿 | 67.0万股 | $2.32亿 | 62.5万股 | +4.5万股+7.29% | 加仓 |
 思科CSCO |
| 0.89% | 0.42% | $2.38亿 | 202.4万股 | $9,911.2万 | 127.7万股 | +74.7万股+58.47% | 加仓 |
 万事达MA |
| 0.86% | 1.25% | $2.29亿 | 44.5万股 | $2.94亿 | 58.8万股 | -14.2万股-24.23% | 减仓 |
| C花旗集团C |
| 0.85% | 1.08% | $2.27亿 | 162.0万股 | $2.53亿 | 223.1万股 | -61.1万股-27.38% | 减仓 |
 默沙东MRK |
| 0.8% | 0.84% | $2.13亿 | 165.6万股 | $1.98亿 | 164.2万股 | +1.4万股+0.84% | 加仓 |
 艾伯维ABBV |
| 0.79% | 0.88% | $2.11亿 | 83.8万股 | $2.06亿 | 94.6万股 | -10.8万股-11.41% | 减仓 |
 英特尔INTC |
| 0.79% | 0.18% | $2.11亿 | 150.8万股 | $4,245.0万 | 96.2万股 | +54.6万股+56.81% | 加仓 |
 VisaV |
| 0.77% | 0.77% | $2.06亿 | 60.1万股 | $1.81亿 | 60.0万股 | +1,383股+0.23% | 加仓 |
 科磊KLAC |
| 0.74% | 0.49% | $1.96亿 | 65.0万股 | $1.16亿 | 7.9万股 | +57.1万股+726.62% | 加仓 |
 泛林集团LRCX |
| 0.73% | 0.4% | $1.95亿 | 44.9万股 | $9,484.6万 | 44.4万股 | +4,996股+1.13% | 加仓 |
 百时美施贵宝BMY |
| 0.62% | 0.93% | $1.66亿 | 287.3万股 | $2.18亿 | 358.6万股 | -71.4万股-19.90% | 减仓 |
 通用汽车GM |
| 0.57% | 0.73% | $1.51亿 | 196.3万股 | $1.72亿 | 230.7万股 | -34.4万股-14.92% | 减仓 |
 沃尔玛WMT |
| 0.56% | 0.77% | $1.49亿 | 131.2万股 | $1.80亿 | 144.5万股 | -13.3万股-9.19% | 减仓 |
 联合健康UNH |
| 0.53% | 0.35% | $1.42亿 | 34.1万股 | $8,084.2万 | 29.9万股 | +4.2万股+14.14% | 加仓 |
| BBANK OF AMERBAC |
| 0.53% | 0.41% | $1.41亿 | 248.0万股 | $9,572.8万 | 196.4万股 | +51.7万股+26.31% | 加仓 |
 PALO ALTOPANW |
| 0.52% | 0.38% | $1.40亿 | 40.9万股 | $8,941.1万 | 55.8万股 | -14.8万股-26.60% | 减仓 |
 卡特彼勒CAT |
| 0.51% | 0.37% | $1.36亿 | 12.8万股 | $8,622.5万 | 12.2万股 | +6,169股+5.07% | 加仓 |
 迈威尔MRVL |
| 0.48% | 0.09% | $1.28亿 | 42.9万股 | $2,012.7万 | 20.3万股 | +22.6万股+111.11% | 加仓 |
 史赛克SYK |
| 0.47% | 0.37% | $1.25亿 | 39.8万股 | $8,653.9万 | 26.3万股 | +13.5万股+51.14% | 加仓 |
 高露洁CL |
| 0.45% | 0.39% | $1.19亿 | 130.1万股 | $9,114.9万 | 106.9万股 | +23.2万股+21.67% | 加仓 |
 Arista网络ANET |
| 0.44% | 0.4% | $1.18亿 | 69.6万股 | $9,322.4万 | 75.9万股 | -6.3万股-8.29% | 减仓 |
 Truist金融TFC |
| 0.42% | 0.53% | $1.11亿 | 222.3万股 | $1.24亿 | 270.1万股 | -47.8万股-17.69% | 减仓 |
 CHUBB LIMITEDCB |
| 0.41% | 0.72% | $1.10亿 | 32.2万股 | $1.69亿 | 52.0万股 | -19.8万股-38.06% | 减仓 |
 宝洁PG |
| 0.41% | 0.55% | $1.10亿 | 74.7万股 | $1.28亿 | 88.4万股 | -13.7万股-15.51% | 减仓 |
 爱德华生命科学EW |
| 0.4% | 0.47% | $1.07亿 | 118.3万股 | $1.10亿 | 137.0万股 | -18.8万股-13.69% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.4% | 0.73% | $1.06亿 | 83.6万股 | $1.72亿 | 123.3万股 | -39.7万股-32.18% | 减仓 |
 VertivVRT |
| 0.39% | 0.14% | $1.05亿 | 31.4万股 | $3,291.7万 | 13.1万股 | +18.2万股+138.72% | 加仓 |
 CencoraCOR |
| 0.39% | 0.57% | $1.04亿 | 36.8万股 | $1.34亿 | 42.7万股 | -5.9万股-13.91% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.38% | 0.48% | $1.02亿 | 24.6万股 | $1.13亿 | 26.0万股 | -1.4万股-5.25% | 减仓 |
 德州仪器TXN |
| 0.38% | 0.26% | $1.02亿 | 34.3万股 | $6,070.2万 | 31.3万股 | +3.0万股+9.62% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.38% | 0.59% | $1.01亿 | 83.2万股 | $1.39亿 | 149.4万股 | -66.2万股-44.33% | 减仓 |
| T赛默飞世尔TMO |
| 0.38% | 0.4% | $1.01亿 | 20.1万股 | $9,352.3万 | 19.0万股 | +1.0万股+5.41% | 加仓 |
 ADOBE COMADBE |
| 0.38% | 0.56% | $9,997.1万 | 48.8万股 | $1.32亿 | 54.2万股 | -5.4万股-10.02% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.37% | 0.69% | $9,918.9万 | 5.8万股 | $1.63亿 | 9.4万股 | -3.6万股-37.85% | 减仓 |
 CVS健康CVS |
| 0.36% | 0.27% | $9,676.0万 | 93.5万股 | $6,263.6万 | 87.2万股 | +6.3万股+7.25% | 加仓 |
