 英伟达NVDA |
| 4.05% | 3.37% | $8.16亿 | 410.6万股 | $6.32亿 | 366.7万股 | +43.9万股+11.96% | 加仓 |
 博通AVGO |
| 2.98% | 2.12% | $6.00亿 | 160.1万股 | $3.97亿 | 132.0万股 | +28.2万股+21.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.96% | 2.54% | $5.96亿 | 170.0万股 | $4.77亿 | 172.7万股 | -2.7万股-1.55% | 减仓 |
 苹果AAPL |
| 2.7% | 2.22% | $5.43亿 | 187.8万股 | $4.16亿 | 164.0万股 | +23.8万股+14.51% | 加仓 |
 微软MSFT |
| 2.68% | 3.61% | $5.41亿 | 146.3万股 | $6.77亿 | 185.8万股 | -39.5万股-21.27% | 减仓 |
 亚马逊AMZN |
| 2.46% | 2.24% | $4.96亿 | 208.3万股 | $4.20亿 | 207.1万股 | +1.2万股+0.56% | 加仓 |
 谷歌AGOOGL |
| 1.19% | 1.33% | $2.41亿 | 67.4万股 | $2.50亿 | 87.0万股 | -19.7万股-22.60% | 减仓 |
 美光科技MU |
| 1.17% | 0.58% | $2.36亿 | 20.4万股 | $1.08亿 | 32.1万股 | -11.7万股-36.44% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.11% | 0.99% | $2.25亿 | 914.9万股 | $1.85亿 | 644.5万股 | +270.4万股+41.96% | 加仓 |
 VisaV |
| 1.07% | 1.13% | $2.15亿 | 63.3万股 | $2.13亿 | 71.3万股 | -8.0万股-11.27% | 减仓 |
 迪士尼DIS |
| 1.05% | 0.77% | $2.12亿 | 220.0万股 | $1.45亿 | 150.3万股 | +69.7万股+46.38% | 加仓 |
 NETFLIXNFLX |
| 1.01% | 0.57% | $2.03亿 | 280.7万股 | $1.08亿 | 116.7万股 | +164.0万股+140.44% | 加仓 |
 德州仪器TXN |
| 0.98% | 0.81% | $1.97亿 | 68.5万股 | $1.52亿 | 81.0万股 | -12.4万股-15.34% | 减仓 |
 赛富时CRM |
| 0.95% | 1.02% | $1.91亿 | 121.7万股 | $1.91亿 | 102.5万股 | +19.2万股+18.73% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.94% | 0.97% | $1.89亿 | 143.0万股 | $1.82亿 | 162.3万股 | -19.4万股-11.94% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.91% | 1.23% | $1.84亿 | 966.7万股 | $2.30亿 | 946.8万股 | +19.9万股+2.10% | 加仓 |
 FIRST MAJESTIC SILVERAG |
| 0.86% | 1% | $1.74亿 | 1,022.9万股 | $1.87亿 | 872.2万股 | +150.7万股+17.28% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.85% | 0.15% | $1.72亿 | 135.8万股 | $2,845.2万 | 20.4万股 | +115.3万股+564.97% | 加仓 |
| BBANK OF AMERBAC |
| 0.85% | 0.64% | $1.70亿 | 297.0万股 | $1.20亿 | 256.5万股 | +40.5万股+15.80% | 加仓 |
 DANAHER DEL COMDHR |
| 0.83% | 0.82% | $1.67亿 | 87.4万股 | $1.53亿 | 83.0万股 | +4.3万股+5.23% | 加仓 |
 万事达MA |
| 0.78% | 0.86% | $1.57亿 | 30.9万股 | $1.60亿 | 32.6万股 | -1.7万股-5.22% | 减仓 |
 InsuletPODD |
| 0.78% | 0.79% | $1.56亿 | 102.7万股 | $1.49亿 | 71.0万股 | +31.7万股+44.62% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.77% | 0.64% | $1.55亿 | 82.2万股 | $1.19亿 | 71.9万股 | +10.4万股+14.45% | 加仓 |
 KROGER COMKR |
| 0.76% | 0.22% | $1.54亿 | 276.9万股 | $4,124.8万 | 57.0万股 | +219.9万股+385.69% | 加仓 |
 MATCH NEWMTCH |
| 0.74% | 0.67% | $1.50亿 | 394.4万股 | $1.26亿 | 410.2万股 | -15.8万股-3.84% | 减仓 |
 ILLUMINAILMN |
| 0.73% | 0.72% | $1.48亿 | 84.1万股 | $1.34亿 | 108.8万股 | -24.7万股-22.72% | 减仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.73% | 0.9% | $1.48亿 | 365.7万股 | $1.69亿 | 354.8万股 | +10.9万股+3.07% | 加仓 |
 AMD超威AMD |
| 0.72% | 0.27% | $1.46亿 | 25.1万股 | $5,046.7万 | 24.8万股 | +2,650股+1.07% | 加仓 |
 DOLLAR GEN NEWDG |
| 0.68% | 0.86% | $1.36亿 | 118.3万股 | $1.61亿 | 135.3万股 | -17.0万股-12.59% | 减仓 |
 新思科技SNPS |
| 0.67% | 0.59% | $1.36亿 | 30.6万股 | $1.10亿 | 28.8万股 | +1.8万股+6.37% | 加仓 |
 ADOBE COMADBE |
| 0.66% | 0.3% | $1.33亿 | 64.9万股 | $5,603.9万 | 23.1万股 | +41.8万股+181.47% | 加仓 |
 可口可乐KO |
| 0.66% | 0.78% | $1.32亿 | 161.4万股 | $1.46亿 | 193.2万股 | -31.8万股-16.48% | 减仓 |
 Dollar TreeDLTR |
| 0.66% | 0.68% | $1.32亿 | 109.1万股 | $1.27亿 | 116.2万股 | -7.1万股-6.08% | 减仓 |
 惠顿贵金属WPM |
| 0.65% | 0.29% | $1.30亿 | 115.8万股 | $5,357.7万 | 40.9万股 | +74.9万股+183.25% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.64% | 0.5% | $1.29亿 | 173.3万股 | $9,349.9万 | 124.3万股 | +49.1万股+39.51% | 加仓 |
| C花旗集团C |
| 0.64% | 0.22% | $1.29亿 | 92.1万股 | $4,106.2万 | 36.2万股 | +55.9万股+154.39% | 加仓 |
 艾伯维ABBV |
| 0.64% | 0.61% | $1.29亿 | 51.1万股 | $1.15亿 | 52.9万股 | -1.9万股-3.50% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.63% | 0.6% | $1.26亿 | 55.9万股 | $1.13亿 | 53.1万股 | +2.8万股+5.24% | 加仓 |
 台积电TSM |
| 0.6% | 0.43% | $1.22亿 | 26.5万股 | $8,099.6万 | 25.6万股 | +9,171股+3.59% | 加仓 |
 史赛克SYK |
| 0.6% | 0.62% | $1.20亿 | 36.8万股 | $1.16亿 | 36.0万股 | +7,308股+2.03% | 加仓 |
 MCKESSON COMMCK |
| 0.6% | 0.43% | $1.20亿 | 15.9万股 | $8,004.3万 | 9.2万股 | +6.7万股+72.03% | 加仓 |
 标普全球SPGI |
| 0.57% | 0.7% | $1.15亿 | 28.3万股 | $1.32亿 | 32.0万股 | -3.7万股-11.45% | 减仓 |
 芝加哥商品交易所CME |
| 0.57% | 0.93% | $1.14亿 | 52.4万股 | $1.75亿 | 59.4万股 | -6.9万股-11.71% | 减仓 |
| CCOLLECTIVE MININGCNL |
| 0.56% | 0.66% | $1.14亿 | 925.0万股 | $1.24亿 | 709.7万股 | +215.3万股+30.34% | 加仓 |
| T赛默飞世尔TMO |
| 0.55% | 0.59% | $1.10亿 | 21.9万股 | $1.11亿 | 23.4万股 | -1.5万股-6.45% | 减仓 |
 PAN AMERN SILVERPAAS |
| 0.54% | 0.72% | $1.08亿 | 240.9万股 | $1.35亿 | 246.5万股 | -5.5万股-2.25% | 减仓 |
 北方信托NTRS |
| 0.53% | 0.78% | $1.07亿 | 61.4万股 | $1.47亿 | 105.1万股 | -43.7万股-41.56% | 减仓 |
 TradewebTW |
| 0.52% | 0.7% | $1.05亿 | 114.9万股 | $1.31亿 | 113.3万股 | +1.6万股+1.38% | 加仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.52% | 0.4% | $1.04亿 | 421.9万股 | $7,442.3万 | 311.0万股 | +110.9万股+35.67% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.52% | 0.62% | $1.04亿 | 342.6万股 | $1.16亿 | 327.0万股 | +15.6万股+4.77% | 加仓 |
