 英伟达NVDA |
| 9.93% | 9.67% | $8.48亿 | 423.6万股 | $7.93亿 | 454.7万股 | -31.1万股-6.84% | 减仓 |
 谷歌AGOOGL |
| 7.45% | 6.05% | $6.36亿 | 178.0万股 | $4.96亿 | 172.5万股 | +5.5万股+3.20% | 加仓 |
 微软MSFT |
| 6.64% | 7.08% | $5.67亿 | 151.9万股 | $5.80亿 | 156.7万股 | -4.8万股-3.07% | 减仓 |
 苹果AAPL |
| 6.26% | 5.7% | $5.35亿 | 184.8万股 | $4.67亿 | 184.1万股 | +7,129股+0.39% | 加仓 |
 亚马逊AMZN |
| 5.36% | 4.92% | $4.57亿 | 191.8万股 | $4.04亿 | 193.8万股 | -2.0万股-1.01% | 减仓 |
 博通AVGO |
| 5.09% | 4.04% | $4.35亿 | 115.1万股 | $3.31亿 | 106.9万股 | +8.2万股+7.67% | 加仓 |
 万事达MA |
| 4.05% | 4.11% | $3.46亿 | 67.3万股 | $3.37亿 | 67.4万股 | -1,211股-0.18% | 减仓 |
 芝加哥商品交易所CME |
| 3.4% | 3.35% | $2.90亿 | 131.4万股 | $2.75亿 | 93.1万股 | +38.4万股+41.21% | 加仓 |
| C花旗集团C |
| 3.04% | 0.91% | $2.60亿 | 185.7万股 | $7,426.3万 | 65.5万股 | +120.2万股+183.55% | 加仓 |
 台积电TSM |
| 2.96% | 0.81% | $2.53亿 | 53.0万股 | $6,661.5万 | 19.7万股 | +33.2万股+168.64% | 加仓 |
 家得宝HD |
| 2.84% | 2.65% | $2.42亿 | 68.7万股 | $2.17亿 | 66.1万股 | +2.6万股+3.99% | 加仓 |
 艾默生电气EMR |
| 2.8% | 2.64% | $2.39亿 | 167.1万股 | $2.16亿 | 165.1万股 | +1.9万股+1.17% | 加仓 |
 贝莱德·INC COMBLK |
| 2.7% | 2.82% | $2.31亿 | 24.0万股 | $2.31亿 | 24.1万股 | -810股-0.34% | 减仓 |
 好市多COST |
| 2.35% | 2.44% | $2.00亿 | 21.4万股 | $2.00亿 | 20.0万股 | +1.4万股+6.88% | 加仓 |
 摩根大通JPM |
| 2.31% | 3.26% | $1.97亿 | 60.2万股 | $2.67亿 | 90.9万股 | -30.6万股-33.71% | 减仓 |
 NETFLIXNFLX |
| 2.29% | 2.9% | $1.95亿 | 273.6万股 | $2.38亿 | 247.6万股 | +26.0万股+10.49% | 加仓 |
 Meta平台META |
| 2.2% | 2.4% | $1.88亿 | 33.4万股 | $1.97亿 | 34.4万股 | -1.0万股-2.92% | 减仓 |
 高露洁CL |
| 2% | 2.6% | $1.70亿 | 185.8万股 | $2.13亿 | 249.7万股 | -63.9万股-25.59% | 减仓 |
 杜克能源DUK |
| 1.9% | 1.78% | $1.62亿 | 128.3万股 | $1.46亿 | 111.3万股 | +17.1万股+15.34% | 加仓 |
 优步UBER |
| 1.73% | 1.72% | $1.47亿 | 204.2万股 | $1.41亿 | 196.4万股 | +7.7万股+3.93% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.63% | 1.82% | $1.39亿 | 85.0万股 | $1.49亿 | 86.3万股 | -1.3万股-1.56% | 减仓 |
| T赛默飞世尔TMO |
| 1.57% | 1.5% | $1.34亿 | 26.7万股 | $1.23亿 | 25.0万股 | +1.7万股+6.81% | 加仓 |
 礼来LLY |
| 1.56% | 1.37% | $1.33亿 | 11.1万股 | $1.12亿 | 12.2万股 | -1.1万股-9.29% | 减仓 |
 AMGEN COMAMGN |
| 1.46% | 2.86% | $1.25亿 | 34.4万股 | $2.34亿 | 66.6万股 | -32.3万股-48.39% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.42% | 1.48% | $1.21亿 | 7.2万股 | $1.21亿 | 7.0万股 | +1,305股+1.86% | 加仓 |
 QUANTA SVCSPWR |
| 1.39% | 1.36% | $1.19亿 | 16.5万股 | $1.11亿 | 20.3万股 | -3.8万股-18.73% | 减仓 |
 思科CSCO |
| 1.19% | 1.37% | $1.01亿 | 86.3万股 | $1.12亿 | 144.4万股 | -58.1万股-40.24% | 减仓 |
 直觉外科ISRG |
| 1.14% | 0.6% | $9,720.3万 | 24.4万股 | $4,938.3万 | 10.7万股 | +13.7万股+128.17% | 加仓 |
 艺康ECL |
| 1.12% | 0.99% | $9,576.0万 | 34.4万股 | $8,146.2万 | 30.6万股 | +3.7万股+12.24% | 加仓 |
| PPROLOGIS COMPLD |
| 1.11% | 1.12% | $9,485.5万 | 70.0万股 | $9,172.7万 | 69.4万股 | +6,239股+0.90% | 加仓 |
 默沙东MRK |
| 1.11% | 1.15% | $9,466.1万 | 73.7万股 | $9,451.1万 | 78.6万股 | -4.9万股-6.24% | 减仓 |
 迪尔DE |
| 1.01% | 0.96% | $8,640.4万 | 13.6万股 | $7,853.2万 | 13.9万股 | -3,202股-2.30% | 减仓 |
 金佰利KMB |
| 0.9% | 1.61% | $7,680.5万 | 70.0万股 | $1.32亿 | 136.8万股 | -66.9万股-48.86% | 减仓 |
 SMITH A OAOS |
| 0.82% | 0.97% | $7,042.0万 | 112.3万股 | $7,918.8万 | 120.1万股 | -7.8万股-6.51% | 减仓 |
 穆迪MCO |
| 0.77% | 1.53% | $6,602.9万 | 14.6万股 | $1.26亿 | 28.8万股 | -14.2万股-49.34% | 减仓 |
 德州仪器TXN |
| 0.39% | 0.49% | $3,356.2万 | 11.3万股 | $3,995.3万 | 20.6万股 | -9.3万股-45.29% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.32% | 0.87% | $2,698.1万 | 16.2万股 | $7,158.5万 | 41.3万股 | -25.1万股-60.78% | 减仓 |
 实耐宝SNA |
| 0.31% | 0.29% | $2,610.5万 | 6.5万股 | $2,402.8万 | 6.6万股 | -1,280股-1.93% | 减仓 |
 NetAppNTAP |
| 0.28% | 0.29% | $2,367.4万 | 15.3万股 | $2,354.1万 | 23.0万股 | -7.7万股-33.46% | 减仓 |
 AMETEK COMAME |
| 0.26% | 0.53% | $2,244.8万 | 9.3万股 | $4,325.6万 | 20.2万股 | -10.9万股-54.02% | 减仓 |
 辉瑞PFE |
| 0.24% | 0.46% | $2,035.4万 | 84.5万股 | $3,807.1万 | 135.6万股 | -51.1万股-37.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.17% | $1,707.6万 | 4.8万股 | $1,386.3万 | 4.8万股 | +3股+0.01% | 加仓 |
 L3哈里斯LHX |
| 0.18% | — | $1,550.2万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.18% | 0.17% | $1,497.4万 | 25.1万股 | $1,372.9万 | 25.4万股 | -3,149股-1.24% | 减仓 |
| SSPDR黄金信托GLD |
| 0.17% | 0.21% | $1,421.5万 | 3.9万股 | $1,741.3万 | 4.0万股 | -1,880股-4.65% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.16% | 0.09% | $1,386.0万 | 8.8万股 | $744.4万 | 5.4万股 | +3.4万股+64.10% | 加仓 |
| TTETRA TECH NEWTTEK |
| 0.16% | 0.16% | $1,366.2万 | 47.3万股 | $1,313.7万 | 43.6万股 | +3.7万股+8.42% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.11% | 0.06% | $958.9万 | 8.3万股 | $454.8万 | 4.7万股 | +3.6万股+78.09% | 加仓 |
| IiShares安硕EWJ |
| 0.1% | 0.09% | $860.5万 | 9.2万股 | $721.6万 | 8.5万股 | +6,802股+7.96% | 加仓 |
| EEVERCOREEVR |
| 0.1% | 0.09% | $853.6万 | 2.5万股 | $746.3万 | 2.5万股 | 00.00% | 持仓不变 |
