 英伟达NVDA |
| 5.34% | 5.18% | $183.99亿 | 9,195.4万股 | $156.80亿 | 8,990.9万股 | +204.5万股+2.27% | 加仓 |
 苹果AAPL |
| 3.97% | 3.9% | $136.58亿 | 4,720.2万股 | $118.18亿 | 4,656.4万股 | +63.8万股+1.37% | 加仓 |
 微软MSFT |
| 3.53% | 3.99% | $121.47亿 | 3,256.4万股 | $120.74亿 | 3,261.8万股 | -5.3万股-0.16% | 减仓 |
 谷歌AGOOGL |
| 3.17% | 2.79% | $109.19亿 | 3,055.3万股 | $84.46亿 | 2,937.3万股 | +118.0万股+4.02% | 加仓 |
 亚马逊AMZN |
| 2.44% | 2.22% | $84.10亿 | 3,528.7万股 | $67.29亿 | 3,230.8万股 | +297.8万股+9.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.78% | 1.55% | $61.17亿 | 1,731.4万股 | $47.05亿 | 1,640.0万股 | +91.4万股+5.57% | 加仓 |
 博通AVGO |
| 1.64% | 1.51% | $56.61亿 | 1,498.7万股 | $45.80亿 | 1,479.7万股 | +19.0万股+1.28% | 加仓 |
 美光科技MU |
| 1.61% | 0.52% | $55.35亿 | 479.5万股 | $15.78亿 | 467.1万股 | +12.4万股+2.65% | 加仓 |
 Meta平台META |
| 1.51% | 1.64% | $52.09亿 | 924.8万股 | $49.57亿 | 866.4万股 | +58.3万股+6.73% | 加仓 |
 AMD超威AMD |
| 1.35% | 0.56% | $46.65亿 | 803.1万股 | $16.80亿 | 825.8万股 | -22.8万股-2.76% | 减仓 |
 礼来LLY |
| 1.18% | 1.08% | $40.54亿 | 338.0万股 | $32.63亿 | 354.8万股 | -16.8万股-4.74% | 减仓 |
 特斯拉TSLA |
| 1.17% | 1% | $40.39亿 | 960.3万股 | $30.19亿 | 812.2万股 | +148.1万股+18.24% | 加仓 |
 强生JNJ |
| 1.15% | 1.17% | $39.78亿 | 1,566.1万股 | $35.29亿 | 1,443.6万股 | +122.6万股+8.49% | 加仓 |
 英特尔INTC |
| 1% | 0.4% | $34.60亿 | 2,477.8万股 | $12.24亿 | 2,774.3万股 | -296.5万股-10.69% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.98% | 1.29% | $33.89亿 | 4,357.8万股 | $39.05亿 | 4,292.6万股 | +65.2万股+1.52% | 加仓 |
 VisaV |
| 0.89% | 0.88% | $30.50亿 | 889.0万股 | $26.63亿 | 881.1万股 | +7.9万股+0.90% | 加仓 |
 应用材料AMAT |
| 0.84% | 0.73% | $28.90亿 | 399.8万股 | $22.20亿 | 649.5万股 | -249.7万股-38.45% | 减仓 |
 艾伯维ABBV |
| 0.79% | 0.68% | $27.11亿 | 1,077.3万股 | $20.73亿 | 953.1万股 | +124.2万股+13.03% | 加仓 |
| DDEUTSCHE BK |
| 0.75% | 0.69% | $25.91亿 | 7,674.4万股 | $20.81亿 | 6,987.7万股 | +686.8万股+9.83% | 加仓 |
 摩根大通JPM |
| 0.75% | 0.81% | $25.89亿 | 791.0万股 | $24.45亿 | 831.1万股 | -40.2万股-4.83% | 减仓 |
 阿斯利康AZN |
| 0.7% | 0.79% | $23.97亿 | 1,264.1万股 | $23.92亿 | 1,213.0万股 | +51.1万股+4.21% | 加仓 |
| BBANK OF AMERBAC |
| 0.68% | 0.74% | $23.59亿 | 4,140.4万股 | $22.49亿 | 4,613.8万股 | -473.5万股-10.26% | 减仓 |
 沃尔玛WMT |
| 0.61% | 0.5% | $21.07亿 | 1,860.7万股 | $15.02亿 | 1,208.2万股 | +652.5万股+54.01% | 加仓 |
 思科CSCO |
| 0.58% | 0.43% | $19.97亿 | 1,700.2万股 | $13.01亿 | 1,676.6万股 | +23.6万股+1.41% | 加仓 |
 林德LIN |
| 0.55% | 0.6% | $19.07亿 | 367.4万股 | $18.04亿 | 363.8万股 | +3.6万股+0.98% | 加仓 |
 泛林集团LRCX |
| 0.55% | 0.32% | $19.03亿 | 439.1万股 | $9.61亿 | 449.9万股 | -10.8万股-2.41% | 减仓 |
 万事达MA |
| 0.55% | 0.52% | $18.89亿 | 367.9万股 | $15.62亿 | 312.7万股 | +55.2万股+17.65% | 加仓 |
 安桥ENB |
| 0.54% | 0.62% | $18.51亿 | 3,413.6万股 | $18.72亿 | 3,457.8万股 | -44.3万股-1.28% | 减仓 |
 BOOKING COMBKNG |
| 0.49% | 0.48% | $16.91亿 | 948.8万股 | $14.50亿 | 34.4万股 | +914.4万股+2,656.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.56% | $16.38亿 | 327.4万股 | $17.10亿 | 356.7万股 | -29.4万股-8.23% | 减仓 |
| N新纪元能源NEE |
| 0.46% | 0.54% | $16.00亿 | 1,823.0万股 | $16.45亿 | 1,771.1万股 | +51.9万股+2.93% | 加仓 |
 Arista网络ANET |
| 0.46% | 0.36% | $15.90亿 | 935.7万股 | $11.01亿 | 896.9万股 | +38.8万股+4.33% | 加仓 |
 默沙东MRK |
| 0.45% | 0.5% | $15.37亿 | 1,196.4万股 | $15.09亿 | 1,254.1万股 | -57.7万股-4.60% | 减仓 |
 希捷STX |
| 0.45% | 0.23% | $15.36亿 | 159.2万股 | $6.89亿 | 175.9万股 | -16.7万股-9.52% | 减仓 |
 雅培ABT |
| 0.44% | 0.48% | $15.16亿 | 1,670.7万股 | $14.47亿 | 1,409.2万股 | +261.5万股+18.56% | 加仓 |
 PALO ALTOPANW |
| 0.43% | 0.24% | $14.81亿 | 434.4万股 | $7.29亿 | 454.9万股 | -20.5万股-4.51% | 减仓 |
 埃克森美孚XOM |
| 0.42% | 0.67% | $14.62亿 | 1,069.1万股 | $20.38亿 | 1,201.4万股 | -132.3万股-11.01% | 减仓 |
 卡特彼勒CAT |
| 0.42% | 0.32% | $14.53亿 | 136.4万股 | $9.64亿 | 136.1万股 | +3,133股+0.23% | 加仓 |
 美敦力MDT |
| 0.42% | 0.54% | $14.43亿 | 1,845.0万股 | $16.47亿 | 1,900.2万股 | -55.3万股-2.91% | 减仓 |
 NETFLIXNFLX |
| 0.42% | 0.58% | $14.38亿 | 2,014.2万股 | $17.65亿 | 1,836.0万股 | +178.2万股+9.71% | 加仓 |
 宝洁PG |
| 0.41% | 0.44% | $14.27亿 | 972.9万股 | $13.17亿 | 912.1万股 | +60.8万股+6.67% | 加仓 |
 好市多COST |
| 0.4% | 0.45% | $13.69亿 | 146.3万股 | $13.49亿 | 135.3万股 | +11.0万股+8.11% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.4% | 0.59% | $13.62亿 | 878.1万股 | $17.72亿 | 872.9万股 | +5.1万股+0.59% | 加仓 |
| SSANDISK COMSNDK |
| 0.39% | 0.22% | $13.49亿 | 59.3万股 | $6.53亿 | 102.7万股 | -43.4万股-42.22% | 减仓 |
 可口可乐KO |
| 0.39% | 0.39% | $13.46亿 | 1,656.4万股 | $11.76亿 | 1,546.0万股 | +110.3万股+7.14% | 加仓 |
 威廉姆斯WMB |
| 0.38% | 0.46% | $13.10亿 | 1,761.5万股 | $13.81亿 | 1,896.8万股 | -135.3万股-7.13% | 减仓 |
 科磊KLAC |
| 0.36% | 0.23% | $12.31亿 | 408.2万股 | $6.85亿 | 46.5万股 | +361.7万股+777.74% | 加仓 |
 安费诺APH |
| 0.35% | 0.27% | $12.19亿 | 691.2万股 | $8.09亿 | 640.6万股 | +50.6万股+7.90% | 加仓 |
 帕兰提尔PLTR |
| 0.35% | 0.49% | $11.97亿 | 1,025.8万股 | $14.84亿 | 1,014.2万股 | +11.6万股+1.14% | 加仓 |
 瑞银UBS |
| 0.35% | 0.41% | $11.97亿 | 2,414.8万股 | $12.47亿 | 3,192.3万股 | -777.5万股-24.36% | 减仓 |
