| AAMCORAMCR |
| 5.93% | 5.2% | $11.93亿 | 2,773.3万股 | $10.07亿 | 2,518.4万股 | +254.9万股+10.12% | 加仓 |
 微软MSFT |
| 4.52% | 5.47% | $9.10亿 | 244.0万股 | $10.59亿 | 286.1万股 | -42.1万股-14.72% | 减仓 |
 阿斯利康AZN |
| 4.17% | 4.22% | $8.38亿 | 448.3万股 | $8.17亿 | 420.4万股 | +27.9万股+6.62% | 加仓 |
 博通AVGO |
| 3.02% | 1.9% | $6.07亿 | 160.6万股 | $3.68亿 | 118.8万股 | +41.8万股+35.21% | 加仓 |
| MMETHANEXMEOH |
| 2.82% | 3.86% | $5.68亿 | 1,234.6万股 | $7.47亿 | 1,245.3万股 | -10.8万股-0.87% | 减仓 |
 Meta平台META |
| 2.43% | 2.75% | $4.90亿 | 87.0万股 | $5.33亿 | 93.1万股 | -6.1万股-6.57% | 减仓 |
 谷歌AGOOGL |
| 2.36% | 2.4% | $4.75亿 | 132.9万股 | $4.65亿 | 161.6万股 | -28.6万股-17.72% | 减仓 |
| VV FVFC |
| 2.18% | 2.26% | $4.39亿 | 2,583.5万股 | $4.38亿 | 2,578.6万股 | +4.8万股+0.19% | 加仓 |
| N新纪元能源NEE |
| 1.8% | 1.94% | $3.61亿 | 410.7万股 | $3.75亿 | 403.4万股 | +7.2万股+1.79% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.6% | 1.61% | $3.22亿 | 388.1万股 | $3.13亿 | 390.7万股 | -2.6万股-0.65% | 减仓 |
 联合健康UNH |
| 1.54% | 1.19% | $3.10亿 | 74.5万股 | $2.30亿 | 84.8万股 | -10.2万股-12.07% | 减仓 |
 百时美施贵宝BMY |
| 1.53% | 1.82% | $3.07亿 | 529.2万股 | $3.52亿 | 576.4万股 | -47.2万股-8.19% | 减仓 |
 美敦力MDT |
| 1.51% | 1.51% | $3.04亿 | 390.2万股 | $2.92亿 | 336.0万股 | +54.2万股+16.13% | 加仓 |
 VisaV |
| 1.44% | 1.36% | $2.89亿 | 84.4万股 | $2.64亿 | 87.3万股 | -2.9万股-3.36% | 减仓 |
 苹果AAPL |
| 1.43% | 1.44% | $2.87亿 | 99.3万股 | $2.78亿 | 109.5万股 | -10.1万股-9.26% | 减仓 |
 江森自控JCI |
| 1.42% | 1.35% | $2.86亿 | 195.7万股 | $2.62亿 | 200.1万股 | -4.4万股-2.18% | 减仓 |
 英伟达NVDA |
| 1.4% | 1.31% | $2.81亿 | 140.6万股 | $2.54亿 | 146.0万股 | -5.4万股-3.70% | 减仓 |
 瑞银UBS |
| 1.31% | 1% | $2.63亿 | 530.8万股 | $1.93亿 | 498.1万股 | +32.7万股+6.57% | 加仓 |
 REPUBLIC SVCSRSG |
| 1.3% | 1.29% | $2.62亿 | 123.2万股 | $2.50亿 | 114.4万股 | +8.8万股+7.69% | 加仓 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 1.3% | 1.1% | $2.61亿 | 1,524.4万股 | $2.13亿 | 1,417.2万股 | +107.2万股+7.56% | 加仓 |
 H WORLDHTHT |
| 1.27% | 1.21% | $2.56亿 | 609.1万股 | $2.34亿 | 467.7万股 | +141.4万股+30.24% | 加仓 |
 芝加哥商品交易所CME |
| 1.22% | 1.04% | $2.45亿 | 110.8万股 | $2.02亿 | 68.4万股 | +42.4万股+61.94% | 加仓 |
 EquinixEQIX |
| 1.17% | 1.43% | $2.36亿 | 22.6万股 | $2.77亿 | 28.3万股 | -5.6万股-19.92% | 减仓 |
| EEBAY COMEBAY |
| 1.16% | 1.06% | $2.32亿 | 207.5万股 | $2.04亿 | 224.6万股 | -17.1万股-7.61% | 减仓 |
 FRANCO NEVFNV |
| 1.15% | 1.14% | $2.31亿 | 105.6万股 | $2.20亿 | 89.0万股 | +16.6万股+18.62% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.14% | 1.51% | $2.29亿 | 295.4万股 | $2.92亿 | 311.9万股 | -16.5万股-5.28% | 减仓 |
 台积电TSM |
| 1.07% | 0.63% | $2.16亿 | 45.2万股 | $1.22亿 | 36.2万股 | +9.0万股+24.90% | 加仓 |
| T赛默飞世尔TMO |
| 1.07% | 0.96% | $2.15亿 | 42.9万股 | $1.85亿 | 37.7万股 | +5.2万股+13.82% | 加仓 |
 新思科技SNPS |
| 0.97% | 0.97% | $1.96亿 | 44.0万股 | $1.89亿 | 47.6万股 | -3.7万股-7.68% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.9% | 0.79% | $1.81亿 | 191.0万股 | $1.53亿 | 246.7万股 | -55.7万股-22.56% | 减仓 |
 Ares管理ARES |
| 0.9% | 0.87% | $1.81亿 | 163.4万股 | $1.69亿 | 154.9万股 | +8.5万股+5.51% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.87% | 1% | $1.74亿 | 106.1万股 | $1.93亿 | 111.6万股 | -5.4万股-4.85% | 减仓 |
| IiShares安硕·MSCI MEXICO ETFEWW |
| 0.84% | 0.88% | $1.70亿 | 225.8万股 | $1.70亿 | 225.8万股 | 00.00% | 持仓不变 |
| HHDFC BANKHDB |
| 0.84% | 0.85% | $1.69亿 | 649.0万股 | $1.64亿 | 654.4万股 | -5.4万股-0.83% | 减仓 |
 奎斯特诊断DGX |
| 0.84% | 0.82% | $1.69亿 | 79.6万股 | $1.58亿 | 80.5万股 | -9,691股-1.20% | 减仓 |
 埃森哲ACN |
| 0.82% | 1.1% | $1.64亿 | 132.6万股 | $2.14亿 | 107.8万股 | +24.7万股+22.92% | 加仓 |
| Q高通QCOM |
| 0.81% | 1.12% | $1.63亿 | 88.0万股 | $2.16亿 | 167.5万股 | -79.5万股-47.48% | 减仓 |
 亚马逊AMZN |
| 0.78% | 0.72% | $1.57亿 | 65.9万股 | $1.40亿 | 67.1万股 | -1.2万股-1.78% | 减仓 |
 希捷STX |
| 0.73% | 0.5% | $1.46亿 | 15.2万股 | $9,749.4万 | 24.9万股 | -9.7万股-39.09% | 减仓 |
 ATOUR LIFESTYLEATAT |
| 0.73% | 0.54% | $1.46亿 | 456.7万股 | $1.04亿 | 281.1万股 | +175.6万股+62.49% | 加仓 |
 艾伯维ABBV |
| 0.73% | 0.29% | $1.46亿 | 57.9万股 | $5,690.4万 | 26.2万股 | +31.7万股+120.97% | 加仓 |
 鲍尔公司BALL |
| 0.72% | 0.74% | $1.45亿 | 234.0万股 | $1.43亿 | 241.7万股 | -7.7万股-3.18% | 减仓 |
 切尼尔能源LNG |
| 0.71% | 0.69% | $1.43亿 | 59.9万股 | $1.33亿 | 46.7万股 | +13.1万股+28.08% | 加仓 |
 CSX铁路CSX |
| 0.7% | 0.68% | $1.41亿 | 293.4万股 | $1.32亿 | 323.0万股 | -29.6万股-9.18% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.67% | 0.72% | $1.34亿 | 88.8万股 | $1.39亿 | 88.3万股 | +4,660股+0.53% | 加仓 |
 美国运通AXP |
| 0.61% | 0.6% | $1.22亿 | 36.1万股 | $1.17亿 | 38.7万股 | -2.5万股-6.59% | 减仓 |
 MSA安全MSA |
| 0.6% | 0.59% | $1.21亿 | 69.0万股 | $1.14亿 | 69.8万股 | -7,668股-1.10% | 减仓 |
 雅培ABT |
| 0.6% | 0.22% | $1.21亿 | 132.5万股 | $4,200.2万 | 40.8万股 | +91.8万股+225.03% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.58% | 0.55% | $1.16亿 | 88.1万股 | $1.06亿 | 77.7万股 | +10.4万股+13.40% | 加仓 |
 Elevance健康ELV |
| 0.57% | 0.45% | $1.14亿 | 29.5万股 | $8,671.1万 | 29.6万股 | -824股-0.28% | 减仓 |
