 英伟达NVDA |
| 9.45% | 9.47% | $15.96亿 | 797.5万股 | $14.29亿 | 819.3万股 | -21.8万股-2.66% | 减仓 |
 微软MSFT |
| 6.25% | 6.94% | $10.54亿 | 282.6万股 | $10.47亿 | 282.8万股 | -2,017股-0.07% | 减仓 |
 苹果AAPL |
| 5.59% | 5.48% | $9.43亿 | 325.9万股 | $8.27亿 | 325.9万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 5.18% | 4.7% | $8.75亿 | 247.6万股 | $7.09亿 | 247.1万股 | +4,813股+0.19% | 加仓 |
 台积电TSM |
| 4.4% | 3.66% | $7.43亿 | 155.5万股 | $5.52亿 | 163.3万股 | -7.8万股-4.75% | 减仓 |
 亚马逊AMZN |
| 3.48% | 3.42% | $5.88亿 | 246.6万股 | $5.16亿 | 247.9万股 | -1.3万股-0.52% | 减仓 |
 礼来LLY |
| 3.4% | 2.91% | $5.73亿 | 47.8万股 | $4.39亿 | 47.7万股 | +900股+0.19% | 加仓 |
| BBANK OF AMERBAC |
| 3.23% | 3.09% | $5.45亿 | 956.3万股 | $4.66亿 | 956.3万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 3.22% | 2.46% | $5.43亿 | 85.1万股 | $3.72亿 | 137.4万股 | -52.3万股-38.07% | 减仓 |
 VisaV |
| 2.89% | 2.85% | $4.88亿 | 142.3万股 | $4.30亿 | 142.3万股 | 00.00% | 持仓不变 |
 林德LIN |
| 2.74% | 2.99% | $4.62亿 | 89.1万股 | $4.50亿 | 90.8万股 | -1.8万股-1.93% | 减仓 |
| PPROLOGIS COMPLD |
| 2.49% | 3.34% | $4.20亿 | 310.1万股 | $5.03亿 | 380.9万股 | -70.8万股-18.58% | 减仓 |
 派克汉尼汾PH |
| 2.09% | 2.15% | $3.53亿 | 36.1万股 | $3.25亿 | 36.3万股 | -1,869股-0.52% | 减仓 |
 博通AVGO |
| 1.86% | 1.7% | $3.14亿 | 83.2万股 | $2.56亿 | 82.7万股 | +4,618股+0.56% | 加仓 |
 谷歌AGOOGL |
| 1.78% | 1.6% | $3.01亿 | 84.1万股 | $2.42亿 | 84.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.74% | 1.96% | $2.93亿 | 52.1万股 | $2.95亿 | 51.6万股 | +4,268股+0.83% | 加仓 |
 美光科技MU |
| 1.73% | — | $2.92亿 | 25.3万股 | $0 | 0股 | +25.3万股 | 新买入 |
 摩根大通JPM |
| 1.65% | 1.66% | $2.79亿 | 85.3万股 | $2.51亿 | 85.3万股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.58% | 2.29% | $2.66亿 | 216.2万股 | $3.46亿 | 219.8万股 | -3.6万股-1.62% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.57% | 1.81% | $2.65亿 | 15.6万股 | $2.73亿 | 15.8万股 | -1,605股-1.02% | 减仓 |
 可口可乐KO |
| 1.4% | 1.47% | $2.37亿 | 291.0万股 | $2.21亿 | 291.0万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.36% | 1.61% | $2.30亿 | 50.0万股 | $2.42亿 | 50.0万股 | 00.00% | 持仓不变 |
| CCOMFORT SYS USAFIX |
| 1.29% | 1% | $2.17亿 | 11.0万股 | $1.51亿 | 11.0万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 1.23% | 1.84% | $2.07亿 | 216.1万股 | $2.77亿 | 220.7万股 | -4.6万股-2.09% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.31% | $2.06亿 | 41.3万股 | $1.98亿 | 41.3万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.21% | 0.63% | $2.04亿 | 67.5万股 | $9,503.5万 | 6.5万股 | +61.1万股+946.50% | 加仓 |
 GE航空GE |
| 0.97% | 0.83% | $1.64亿 | 43.9万股 | $1.25亿 | 43.9万股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.93% | 0.93% | $1.56亿 | 31.5万股 | $1.40亿 | 31.3万股 | +1,848股+0.59% | 加仓 |
| C花旗集团C |
| 0.91% | 0.83% | $1.54亿 | 110.0万股 | $1.25亿 | 110.0万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.91% | 0.85% | $1.53亿 | 36.0万股 | $1.29亿 | 36.0万股 | 00.00% | 持仓不变 |
| RROLLINS COMROL |
| 0.88% | 1.3% | $1.48亿 | 355.6万股 | $1.96亿 | 366.9万股 | -11.4万股-3.10% | 减仓 |
 赛富时CRM |
| 0.86% | 1.16% | $1.46亿 | 93.1万股 | $1.76亿 | 94.1万股 | -1.0万股-1.07% | 减仓 |
 ADOBE COMADBE |
| 0.84% | 1.11% | $1.41亿 | 68.9万股 | $1.67亿 | 68.9万股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.77% | 0.79% | $1.30亿 | 12.9万股 | $1.20亿 | 14.1万股 | -1.3万股-8.94% | 减仓 |
 PROGRESSIVEPGR |
| 0.72% | 0.73% | $1.21亿 | 55.6万股 | $1.10亿 | 55.6万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.65% | 0.54% | $1.10亿 | 9.3万股 | $8,147.0万 | 9.3万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.64% | 0.85% | $1.08亿 | 254.4万股 | $1.28亿 | 254.4万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.58% | — | $9,856.5万 | 83.9万股 | $0 | 0股 | +83.9万股 | 新买入 |
 好市多COST |
| 0.58% | 0.69% | $9,799.3万 | 10.5万股 | $1.04亿 | 10.5万股 | 00.00% | 持仓不变 |
 ROYAL CARIBBEANRCL |
| 0.57% | 0.56% | $9,678.0万 | 30.5万股 | $8,387.2万 | 30.5万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.56% | 0.4% | $9,482.1万 | 8.4万股 | $6,024.9万 | 8.3万股 | +1,002股+1.21% | 加仓 |
 YUM BRANDS COMYUM |
| 0.55% | 0.57% | $9,257.0万 | 57.9万股 | $8,575.9万 | 55.2万股 | +2.7万股+4.98% | 加仓 |
 Elevance健康ELV |
| 0.55% | 0.46% | $9,209.3万 | 23.8万股 | $6,971.3万 | 23.8万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.54% | 0.81% | $9,052.5万 | 126.8万股 | $1.22亿 | 126.8万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.52% | 0.62% | $8,795.8万 | 100.2万股 | $9,307.9万 | 100.2万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.51% | 0.66% | $8,632.6万 | 31.9万股 | $9,925.4万 | 31.9万股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.51% | 0.52% | $8,614.1万 | 42.9万股 | $7,833.1万 | 42.9万股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.51% | 0.48% | $8,591.2万 | 17.5万股 | $7,289.5万 | 17.5万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.46% | 0.48% | $7,799.3万 | 85.1万股 | $7,250.6万 | 85.1万股 | 00.00% | 持仓不变 |
 慧与HPEHPE |
| 0.45% | 0.28% | $7,668.4万 | 170.0万股 | $4,204.6万 | 176.6万股 | -6.6万股-3.73% | 减仓 |
