 英伟达NVDA |
| 6.79% | 6.68% | $6.37亿 | 318.5万股 | $5.04亿 | 289.3万股 | +29.2万股+10.09% | 加仓 |
 苹果AAPL |
| 6.26% | 5.65% | $5.87亿 | 202.8万股 | $4.27亿 | 168.2万股 | +34.6万股+20.60% | 加仓 |
 微软MSFT |
| 5.61% | 6.52% | $5.26亿 | 141.1万股 | $4.92亿 | 133.2万股 | +7.9万股+5.94% | 加仓 |
 博通AVGO |
| 4.9% | 5.02% | $4.60亿 | 121.7万股 | $3.79亿 | 123.0万股 | -1.4万股-1.11% | 减仓 |
 阿斯利康AZN |
| 3.8% | — | $3.57亿 | 190.5万股 | $0 | 0股 | +190.5万股 | 新买入 |
 亚马逊AMZN |
| 3.7% | 4.53% | $3.47亿 | 145.6万股 | $3.42亿 | 164.3万股 | -18.7万股-11.40% | 减仓 |
 谷歌AGOOGL |
| 3.32% | 3.67% | $3.11亿 | 87.1万股 | $2.77亿 | 96.6万股 | -9.5万股-9.87% | 减仓 |
 美光科技MU |
| 3.1% | 1.17% | $2.91亿 | 25.2万股 | $8,794.8万 | 26.1万股 | -8,533股-3.27% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.6% | 2.62% | $2.43亿 | 68.9万股 | $1.98亿 | 69.0万股 | -1,120股-0.16% | 减仓 |
 台积电TSM |
| 2.58% | 2.38% | $2.42亿 | 50.8万股 | $1.80亿 | 53.5万股 | -2.7万股-5.12% | 减仓 |
 科磊KLAC |
| 2.49% | 1.57% | $2.33亿 | 77.3万股 | $1.19亿 | 8.1万股 | +69.2万股+850.83% | 加仓 |
 摩根大通JPM |
| 2% | 2.18% | $1.88亿 | 57.3万股 | $1.64亿 | 56.1万股 | +1.2万股+2.15% | 加仓 |
 艾伯维ABBV |
| 1.83% | 1.43% | $1.71亿 | 68.1万股 | $1.08亿 | 49.9万股 | +18.2万股+36.46% | 加仓 |
 摩根士丹利MS |
| 1.75% | 1.4% | $1.64亿 | 78.5万股 | $1.05亿 | 64.5万股 | +14.0万股+21.71% | 加仓 |
 Meta平台META |
| 1.7% | 2.45% | $1.60亿 | 28.4万股 | $1.85亿 | 32.4万股 | -4.0万股-12.37% | 减仓 |
 默沙东MRK |
| 1.6% | 2.03% | $1.50亿 | 117.0万股 | $1.53亿 | 127.5万股 | -10.5万股-8.22% | 减仓 |
 德州仪器TXN |
| 1.47% | 1.26% | $1.37亿 | 46.1万股 | $9,542.7万 | 49.4万股 | -3.3万股-6.71% | 减仓 |
 康明斯CMI |
| 1.43% | 1.24% | $1.34亿 | 18.8万股 | $9,363.5万 | 17.5万股 | +1.3万股+7.31% | 加仓 |
 VisaV |
| 1.27% | 0.74% | $1.19亿 | 34.7万股 | $5,548.3万 | 18.4万股 | +16.4万股+89.13% | 加仓 |
 伊顿ETN |
| 1.21% | — | $1.13亿 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
 强生JNJ |
| 1.2% | 1.7% | $1.13亿 | 44.4万股 | $1.28亿 | 52.5万股 | -8.1万股-15.44% | 减仓 |
 英特尔INTC |
| 1.17% | 0.16% | $1.10亿 | 78.6万股 | $1,234.3万 | 28.0万股 | +50.6万股+180.80% | 加仓 |
 礼来LLY |
| 1.04% | 0.78% | $9,718.5万 | 8.1万股 | $5,887.9万 | 6.4万股 | +1.7万股+26.62% | 加仓 |
 泛林集团LRCX |
| 0.99% | 0.4% | $9,259.3万 | 21.4万股 | $3,031.3万 | 14.2万股 | +7.2万股+50.50% | 加仓 |
 思科CSCO |
| 0.96% | 0.86% | $9,024.8万 | 76.8万股 | $6,454.8万 | 83.2万股 | -6.4万股-7.67% | 减仓 |
 特斯拉TSLA |
| 0.92% | 0.97% | $8,668.4万 | 20.6万股 | $7,315.6万 | 19.7万股 | +9,297股+4.72% | 加仓 |
 Citizens金融CFG |
| 0.92% | 0.76% | $8,659.7万 | 123.6万股 | $5,739.7万 | 95.7万股 | +27.9万股+29.10% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.91% | 1% | $8,497.0万 | 45.9万股 | $7,519.0万 | 47.8万股 | -1.9万股-4.02% | 减仓 |
 AMD超威AMD |
| 0.88% | 0.46% | $8,232.8万 | 14.2万股 | $3,494.9万 | 17.2万股 | -3.0万股-17.59% | 减仓 |
 美国合众银行USB |
| 0.86% | 0.65% | $8,063.5万 | 133.5万股 | $4,915.7万 | 94.5万股 | +39.0万股+41.22% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.82% | — | $7,678.5万 | 98.7万股 | $0 | 0股 | +98.7万股 | 新买入 |
 百事可乐PEP |
| 0.72% | 1.11% | $6,710.9万 | 49.6万股 | $8,341.9万 | 53.7万股 | -4.1万股-7.62% | 减仓 |
 高露洁CL |
| 0.7% | 1.07% | $6,609.1万 | 72.1万股 | $8,089.4万 | 94.9万股 | -22.8万股-24.00% | 减仓 |
 雷神技术RTX |
| 0.7% | 0.88% | $6,539.6万 | 34.5万股 | $6,620.2万 | 34.6万股 | -1,226股-0.35% | 减仓 |
 GE航空GE |
| 0.69% | 0.66% | $6,497.2万 | 17.4万股 | $5,000.2万 | 17.6万股 | -2,396股-1.36% | 减仓 |
 芝加哥商品交易所CME |
| 0.66% | 1.42% | $6,224.5万 | 28.2万股 | $1.07亿 | 36.3万股 | -8.1万股-22.33% | 减仓 |
 家得宝HD |
| 0.66% | 1.04% | $6,190.6万 | 17.6万股 | $7,884.2万 | 24.0万股 | -6.5万股-26.98% | 减仓 |
 道富·CORP COMSTT |
| 0.64% | 0.56% | $6,017.0万 | 35.5万股 | $4,252.5万 | 33.6万股 | +1.9万股+5.59% | 加仓 |
 METLIFE COMMET |
| 0.6% | 0.51% | $5,611.6万 | 66.3万股 | $3,844.0万 | 54.4万股 | +12.0万股+22.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.7% | $5,346.2万 | 10.7万股 | $5,253.2万 | 11.0万股 | -2,790股-2.54% | 减仓 |
 钢铁动力STLD |
| 0.57% | 0.61% | $5,327.1万 | 23.2万股 | $4,622.2万 | 25.8万股 | -2.6万股-9.97% | 减仓 |
 渤健BIIB |
| 0.56% | 0.63% | $5,209.2万 | 24.1万股 | $4,741.8万 | 25.9万股 | -1.8万股-6.82% | 减仓 |
 卡特彼勒CAT |
| 0.54% | — | $5,021.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 Arista网络ANET |
| 0.52% | 0.69% | $4,917.9万 | 28.9万股 | $5,243.4万 | 42.7万股 | -13.8万股-32.22% | 减仓 |
 罗克韦尔自动化ROK |
| 0.51% | 0.38% | $4,819.3万 | 9.7万股 | $2,851.7万 | 8.0万股 | +1.8万股+22.41% | 加仓 |
 CloudflareNET |
| 0.51% | 0.44% | $4,739.5万 | 19.3万股 | $3,338.1万 | 16.2万股 | +3.1万股+19.44% | 加仓 |
 安费诺APH |
| 0.5% | 0.44% | $4,695.8万 | 26.6万股 | $3,293.2万 | 26.1万股 | +5,637股+2.16% | 加仓 |
 埃克森美孚XOM |
| 0.5% | 0.97% | $4,678.4万 | 34.2万股 | $7,336.4万 | 43.2万股 | -9.0万股-20.88% | 减仓 |
 史丹利百得SWK |
| 0.49% | 0.41% | $4,555.2万 | 48.4万股 | $3,090.9万 | 43.5万股 | +4.9万股+11.20% | 加仓 |
 UNITED RENTALSURI |
| 0.49% | 0.4% | $4,551.3万 | 4.0万股 | $3,022.9万 | 4.2万股 | -1,377股-3.31% | 减仓 |
