 英伟达NVDA |
| 8.27% | 8.25% | $19.66亿 | 984.1万股 | $16.92亿 | 970.8万股 | +13.3万股+1.37% | 加仓 |
 谷歌AGOOGL |
| 8.22% | 7.91% | $19.53亿 | 547.0万股 | $16.22亿 | 564.3万股 | -17.3万股-3.06% | 减仓 |
 微软MSFT |
| 6.74% | 7.76% | $16.03亿 | 430.0万股 | $15.92亿 | 430.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 5% | 5.15% | $11.89亿 | 499.2万股 | $10.57亿 | 507.4万股 | -8.1万股-1.60% | 减仓 |
 博通AVGO |
| 4.09% | 3.74% | $9.72亿 | 257.8万股 | $7.67亿 | 247.9万股 | +9.9万股+4.00% | 加仓 |
 苹果AAPL |
| 3.23% | 3.28% | $7.68亿 | 265.6万股 | $6.74亿 | 265.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.58% | 1.76% | $6.14亿 | 109.1万股 | $3.60亿 | 63.0万股 | +46.0万股+73.04% | 加仓 |
 摩根大通JPM |
| 2.56% | 2.07% | $6.09亿 | 186.1万股 | $4.25亿 | 144.6万股 | +41.4万股+28.64% | 加仓 |
 AMD超威AMD |
| 2.35% | 1.71% | $5.58亿 | 96.2万股 | $3.51亿 | 172.6万股 | -76.4万股-44.27% | 减仓 |
 应用材料AMAT |
| 2.24% | 1.46% | $5.32亿 | 73.6万股 | $2.99亿 | 87.5万股 | -14.0万股-15.98% | 减仓 |
 VisaV |
| 2.15% | 2.07% | $5.10亿 | 148.9万股 | $4.25亿 | 140.8万股 | +8.1万股+5.78% | 加仓 |
 德州仪器TXN |
| 2.14% | 2.21% | $5.08亿 | 170.4万股 | $4.53亿 | 233.3万股 | -62.9万股-26.97% | 减仓 |
 礼来LLY |
| 2.13% | 1.89% | $5.06亿 | 42.2万股 | $3.88亿 | 42.2万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 2.03% | 1.95% | $4.82亿 | 273.2万股 | $4.01亿 | 317.5万股 | -44.3万股-13.94% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.54% | 1.52% | $3.66亿 | 92.3万股 | $3.13亿 | 98.4万股 | -6.1万股-6.17% | 减仓 |
 科磊KLAC |
| 1.51% | 1.43% | $3.59亿 | 119.1万股 | $2.93亿 | 19.9万股 | +99.2万股+498.49% | 加仓 |
 艾伯维ABBV |
| 1.47% | 1.48% | $3.50亿 | 139.4万股 | $3.03亿 | 139.4万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 1.47% | 0.8% | $3.49亿 | 102.5万股 | $1.64亿 | 102.5万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.28% | 2% | $3.04亿 | 426.0万股 | $4.10亿 | 426.0万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.27% | 2.78% | $3.01亿 | 198.8万股 | $5.70亿 | 356.6万股 | -157.8万股-44.25% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.19% | 0.89% | $2.83亿 | 501.7万股 | $1.82亿 | 392.8万股 | +108.9万股+27.71% | 加仓 |
 英特尔INTC |
| 1.18% | 0.43% | $2.80亿 | 201.0万股 | $8,866.4万 | 201.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.17% | 1.32% | $2.77亿 | 54.0万股 | $2.70亿 | 54.0万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.15% | 1.4% | $2.72亿 | 59.3万股 | $2.87亿 | 59.3万股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 1.14% | 1% | $2.72亿 | 110.5万股 | $2.04亿 | 98.2万股 | +12.3万股+12.56% | 加仓 |
 PROGRESSIVEPGR |
| 1% | 0.67% | $2.38亿 | 109.1万股 | $1.38亿 | 69.5万股 | +39.7万股+57.08% | 加仓 |
 卡特彼勒CAT |
| 0.98% | 0.86% | $2.34亿 | 22.0万股 | $1.76亿 | 24.9万股 | -2.9万股-11.63% | 减仓 |
 思科CSCO |
| 0.96% | — | $2.29亿 | 195.3万股 | $0 | 0股 | +195.3万股 | 新买入 |
| BBANK OF AMERBAC |
| 0.96% | 0.95% | $2.28亿 | 400.3万股 | $1.95亿 | 400.3万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.93% | 0.61% | $2.21亿 | 53.3万股 | $1.26亿 | 46.5万股 | +6.8万股+14.67% | 加仓 |
 沃尔玛WMT |
| 0.91% | 1.02% | $2.17亿 | 192.1万股 | $2.09亿 | 168.4万股 | +23.7万股+14.07% | 加仓 |
 CINTAS COMCTAS |
| 0.91% | 1.05% | $2.17亿 | 127.6万股 | $2.16亿 | 127.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.91% | 0.72% | $2.17亿 | 85.3万股 | $1.48亿 | 60.7万股 | +24.6万股+40.52% | 加仓 |
 新思科技SNPS |
| 0.91% | 0.94% | $2.16亿 | 48.5万股 | $1.92亿 | 48.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.89% | 0.96% | $2.11亿 | 164.0万股 | $1.97亿 | 164.0万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.88% | — | $2.08亿 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 摩根士丹利MS |
| 0.87% | 1.03% | $2.08亿 | 99.4万股 | $2.10亿 | 127.9万股 | -28.6万股-22.33% | 减仓 |
 可口可乐KO |
| 0.83% | — | $1.97亿 | 243.1万股 | $0 | 0股 | +243.1万股 | 新买入 |
 标普全球SPGI |
| 0.78% | 1.05% | $1.86亿 | 48.4万股 | $2.16亿 | 50.8万股 | -2.4万股-4.80% | 减仓 |
 罗克韦尔自动化ROK |
| 0.76% | 0.72% | $1.81亿 | 36.5万股 | $1.48亿 | 41.2万股 | -4.8万股-11.54% | 减仓 |
| T赛默飞世尔TMO |
| 0.75% | 0.84% | $1.78亿 | 35.6万股 | $1.73亿 | 35.2万股 | +3,800股+1.08% | 加仓 |
 AMETEK COMAME |
| 0.74% | 0.76% | $1.77亿 | 73.0万股 | $1.57亿 | 73.0万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.73% | 0.88% | $1.73亿 | 54.8万股 | $1.80亿 | 54.8万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.67% | 0.93% | $1.60亿 | 30.9万股 | $1.90亿 | 38.4万股 | -7.5万股-19.46% | 减仓 |
 好市多COST |
| 0.65% | 0.41% | $1.55亿 | 16.6万股 | $8,458.1万 | 8.5万股 | +8.1万股+95.52% | 加仓 |
 甲骨文ORCL |
| 0.64% | 0.74% | $1.52亿 | 103.5万股 | $1.52亿 | 103.5万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.61% | 0.73% | $1.46亿 | 160.9万股 | $1.49亿 | 145.6万股 | +15.4万股+10.54% | 加仓 |
 ServiceNowNOW |
| 0.61% | 0.74% | $1.45亿 | 145.9万股 | $1.53亿 | 145.9万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.59% | 0.34% | $1.40亿 | 121.4万股 | $7,073.3万 | 59.6万股 | +61.8万股+103.66% | 加仓 |
| KKKR & COMKKR |
| 0.58% | 0.33% | $1.38亿 | 150.2万股 | $6,845.2万 | 74.0万股 | +76.2万股+103.06% | 加仓 |
