 英伟达NVDA |
| 5.33% | 2.22% | $2.19亿 | 109.2万股 | $1.27亿 | 72.6万股 | +36.6万股+50.38% | 加仓 |
 谷歌AGOOGL |
| 4.75% | 2.74% | $1.94亿 | 54.4万股 | $1.56亿 | 54.4万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 4.28% | 2.66% | $1.75亿 | 35.0万股 | $1.52亿 | 30.9万股 | +4.1万股+13.11% | 加仓 |
 礼来LLY |
| 3.86% | 2.13% | $1.58亿 | 13.2万股 | $1.21亿 | 13.2万股 | 00.00% | 持仓不变 |
 林德LIN |
| 3.85% | 2.64% | $1.58亿 | 30.4万股 | $1.51亿 | 30.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.83% | 2.73% | $1.57亿 | 42.1万股 | $1.56亿 | 42.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.74% | 1.59% | $1.53亿 | 52.9万股 | $9,083.6万 | 35.8万股 | +17.1万股+47.81% | 加仓 |
| SSUNRUNRUN |
| 3.12% | 2.27% | $1.28亿 | 954.7万股 | $1.29亿 | 954.7万股 | 00.00% | 持仓不变 |
 雅保ALB |
| 3% | 2.86% | $1.23亿 | 90.9万股 | $1.63亿 | 90.9万股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 2.99% | 1.66% | $1.22亿 | 64.5万股 | $9,481.7万 | 64.5万股 | 00.00% | 持仓不变 |
| HHDFC BANKHDB |
| 2.94% | 1.86% | $1.20亿 | 465.8万股 | $1.06亿 | 427.5万股 | +38.2万股+8.94% | 加仓 |
 EquinixEQIX |
| 2.85% | 5.24% | $1.17亿 | 11.2万股 | $2.99亿 | 30.5万股 | -19.3万股-63.28% | 减仓 |
 WELLTOWER COMWELL |
| 2.49% | 6.07% | $1.02亿 | 45.0万股 | $3.46亿 | 175.1万股 | -130.2万股-74.32% | 减仓 |
 ILLUMINAILMN |
| 2.28% | 2.14% | $9,347.5万 | 53.2万股 | $1.22亿 | 99.0万股 | -45.9万股-46.33% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 2.19% | 0.92% | $8,954.0万 | 9.7万股 | $5,222.3万 | 7.2万股 | +2.5万股+34.95% | 加仓 |
 博通AVGO |
| 2.17% | 1.28% | $8,904.4万 | 23.6万股 | $7,295.9万 | 23.6万股 | 00.00% | 持仓不变 |
 Extra SpaceEXR |
| 2.15% | 2.75% | $8,799.4万 | 60.6万股 | $1.57亿 | 119.7万股 | -59.2万股-49.42% | 减仓 |
 IRON MTN DEL COMIRM |
| 2.08% | 2.45% | $8,527.1万 | 67.5万股 | $1.40亿 | 137.0万股 | -69.5万股-50.72% | 减仓 |
 雅培ABT |
| 2.04% | 1.46% | $8,335.7万 | 91.9万股 | $8,316.8万 | 81.0万股 | +10.9万股+13.40% | 加仓 |
 VisaV |
| 1.95% | 1.07% | $7,974.5万 | 23.2万股 | $6,081.6万 | 20.1万股 | +3.1万股+15.51% | 加仓 |
 IQVIAIQV |
| 1.89% | 1.12% | $7,754.8万 | 40.1万股 | $6,391.1万 | 37.5万股 | +2.7万股+7.09% | 加仓 |
| N新纪元能源NEE |
| 1.87% | 1.92% | $7,646.9万 | 87.1万股 | $1.10亿 | 118.0万股 | -30.9万股-26.19% | 减仓 |
 WASTE CONNECTIONSWCN |
| 1.85% | 1.29% | $7,572.6万 | 45.4万股 | $7,379.5万 | 45.4万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 1.82% | 0.98% | $7,468.7万 | 16.7万股 | $5,576.6万 | 14.1万股 | +2.7万股+19.04% | 加仓 |
 美敦力MDT |
| 1.74% | 1.38% | $7,120.9万 | 91.0万股 | $7,887.4万 | 91.0万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.57% | 0.77% | $6,423.6万 | 17.1万股 | $4,397.8万 | 15.8万股 | +1.3万股+8.14% | 加仓 |
 VERALTO COM SHSVLTO |
| 1.52% | 1.09% | $6,224.8万 | 70.2万股 | $6,206.5万 | 70.2万股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 1.43% | 1.06% | $5,857.0万 | 76.7万股 | $6,035.0万 | 83.0万股 | -6.4万股-7.66% | 减仓 |
 再生元REGN |
| 1.41% | 1.25% | $5,773.0万 | 9.3万股 | $7,153.4万 | 9.3万股 | 00.00% | 持仓不变 |
 HEALTHCARE RLTY TRHR |
| 1.36% | 1.67% | $5,564.4万 | 275.9万股 | $9,526.5万 | 560.7万股 | -284.8万股-50.80% | 减仓 |
| TTETRA TECH NEWTTEK |
| 1.32% | 0.66% | $5,416.6万 | 187.5万股 | $3,776.6万 | 125.4万股 | +62.1万股+49.53% | 加仓 |
 HealthpeakDOC |
| 1.3% | 1.55% | $5,317.0万 | 248.5万股 | $8,843.6万 | 538.3万股 | -289.8万股-53.84% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 1.28% | 2.09% | $5,240.0万 | 23.4万股 | $1.19亿 | 63.8万股 | -40.4万股-63.28% | 减仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 1.27% | 0.78% | $5,209.4万 | 331.4万股 | $4,438.0万 | 387.3万股 | -55.9万股-14.43% | 减仓 |
 宝洁PG |
| 1.2% | 0.85% | $4,932.3万 | 33.6万股 | $4,858.3万 | 33.6万股 | 00.00% | 持仓不变 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 1.18% | 0.96% | $4,832.9万 | 75.0万股 | $5,467.5万 | 87.6万股 | -12.6万股-14.39% | 减仓 |
 AMERICAN HOMES 4 RENTAMH |
| 1.18% | 0.82% | $4,823.7万 | 143.9万股 | $4,693.2万 | 168.1万股 | -24.2万股-14.39% | 减仓 |
 CORTEVA COMCTVA |
| 1.08% | 0.94% | $4,441.8万 | 52.4万股 | $5,365.4万 | 64.1万股 | -11.6万股-18.17% | 减仓 |
 MACERICHMAC |
| 1.02% | 1.12% | $4,178.9万 | 165.9万股 | $6,370.3万 | 337.1万股 | -171.2万股-50.78% | 减仓 |
 Roper科技ROP |
| 1% | 0.75% | $4,077.5万 | 12.0万股 | $4,263.9万 | 12.0万股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.95% | 5.29% | $3,891.8万 | 28.7万股 | $3.02亿 | 228.2万股 | -199.5万股-87.41% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.92% | 0.66% | $3,764.4万 | 74.7万股 | $3,765.9万 | 74.7万股 | 00.00% | 持仓不变 |
 VENTAS COMVTR |
| 0.85% | 1.53% | $3,490.0万 | 39.3万股 | $8,753.3万 | 107.0万股 | -67.7万股-63.28% | 减仓 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 0.82% | 0.61% | $3,363.7万 | 63.6万股 | $3,451.2万 | 74.3万股 | -10.7万股-14.39% | 减仓 |
 CORE & MAINCNM |
| 0.79% | 0.4% | $3,255.8万 | 67.5万股 | $2,309.1万 | 46.7万股 | +20.7万股+44.35% | 加仓 |
 RYMAN HOSPITALITY PPTYSRHP |
| 0.76% | 1.07% | $3,106.3万 | 24.2万股 | $6,075.3万 | 65.8万股 | -41.7万股-63.30% | 减仓 |
 Invitation HomesINVH |
| 0.75% | 1.2% | $3,063.0万 | 101.4万股 | $6,862.1万 | 276.1万股 | -174.8万股-63.28% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 0.73% | 0.46% | $2,986.8万 | 19.0万股 | $2,609.5万 | 19.0万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.6% | 0.5% | $2,476.5万 | 6.2万股 | $2,870.7万 | 6.2万股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.59% | 1.15% | $2,402.2万 | 13.4万股 | $6,565.3万 | 36.4万股 | -23.1万股-63.28% | 减仓 |
