 博通AVGO |
| 5.6% | 5.22% | $7.99亿 | 211.6万股 | $6.77亿 | 218.6万股 | -7.0万股-3.19% | 减仓 |
 微软MSFT |
| 3.47% | 3.95% | $4.95亿 | 132.6万股 | $5.13亿 | 138.5万股 | -5.9万股-4.24% | 减仓 |
 科磊KLAC |
| 2.65% | 1.29% | $3.78亿 | 125.4万股 | $1.67亿 | 11.4万股 | +114.0万股+1,002.33% | 加仓 |
 英伟达NVDA |
| 2.6% | 2.58% | $3.71亿 | 185.3万股 | $3.35亿 | 192.0万股 | -6.7万股-3.51% | 减仓 |
 苹果AAPL |
| 2.59% | 2.12% | $3.69亿 | 127.5万股 | $2.76亿 | 108.6万股 | +18.9万股+17.40% | 加仓 |
 阿斯利康AZN |
| 2.56% | 3.03% | $3.65亿 | 194.9万股 | $3.93亿 | 201.0万股 | -6.1万股-3.03% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.46% | 2.44% | $3.50亿 | 193.6万股 | $3.16亿 | 191.4万股 | +2.2万股+1.14% | 加仓 |
 Meta平台META |
| 2.22% | 2.38% | $3.17亿 | 56.3万股 | $3.09亿 | 54.0万股 | +2.2万股+4.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.91% | 1.82% | $2.73亿 | 77.1万股 | $2.36亿 | 82.2万股 | -5.0万股-6.14% | 减仓 |
 阿斯麦ASML |
| 1.89% | 1.33% | $2.70亿 | 13.6万股 | $1.73亿 | 13.1万股 | +4,640股+3.54% | 加仓 |
 谷歌AGOOGL |
| 1.86% | 1.62% | $2.65亿 | 74.2万股 | $2.10亿 | 73.1万股 | +1.1万股+1.47% | 加仓 |
 美光科技MU |
| 1.79% | 0.64% | $2.56亿 | 22.2万股 | $8,237.2万 | 24.4万股 | -2.2万股-9.11% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.75% | 2.65% | $2.49亿 | 320.5万股 | $3.44亿 | 372.3万股 | -51.8万股-13.91% | 减仓 |
 礼来LLY |
| 1.67% | 1.37% | $2.38亿 | 19.9万股 | $1.78亿 | 19.3万股 | +5,652股+2.93% | 加仓 |
 亚马逊AMZN |
| 1.52% | 1.39% | $2.17亿 | 91.2万股 | $1.81亿 | 86.8万股 | +4.4万股+5.03% | 加仓 |
 WELLTOWER COMWELL |
| 1.5% | 1.25% | $2.14亿 | 94.4万股 | $1.63亿 | 82.3万股 | +12.1万股+14.76% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.39% | 1.29% | $1.98亿 | 62.2万股 | $1.67亿 | 60.7万股 | +1.5万股+2.51% | 加仓 |
 GE航空GE |
| 1.37% | 1.14% | $1.96亿 | 52.3万股 | $1.48亿 | 52.2万股 | +1,526股+0.29% | 加仓 |
 摩根大通JPM |
| 1.33% | 1.35% | $1.90亿 | 58.1万股 | $1.75亿 | 59.6万股 | -1.5万股-2.49% | 减仓 |
 VisaV |
| 1.29% | 1.24% | $1.85亿 | 53.8万股 | $1.61亿 | 53.3万股 | +5,004股+0.94% | 加仓 |
| BBANK OF AMERBAC |
| 1.06% | 1.08% | $1.51亿 | 265.7万股 | $1.41亿 | 288.4万股 | -22.7万股-7.88% | 减仓 |
 万事达MA |
| 0.98% | 1.04% | $1.40亿 | 27.3万股 | $1.35亿 | 27.0万股 | +3,505股+1.30% | 加仓 |
 联合健康UNH |
| 0.97% | 0.82% | $1.39亿 | 33.4万股 | $1.06亿 | 39.2万股 | -5.8万股-14.85% | 减仓 |
| B巴里克黄金GOLD |
| 0.94% | 1.23% | $1.33亿 | 362.8万股 | $1.60亿 | 391.3万股 | -28.5万股-7.29% | 减仓 |
 雷神技术RTX |
| 0.93% | 1.04% | $1.32亿 | 69.6万股 | $1.35亿 | 70.1万股 | -5,147股-0.73% | 减仓 |
 台积电TSM |
| 0.88% | 0.7% | $1.25亿 | 26.2万股 | $9,077.9万 | 26.9万股 | -6,817股-2.54% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.86% | 0.99% | $1.23亿 | 74.0万股 | $1.29亿 | 74.2万股 | -1,748股-0.24% | 减仓 |
 迪尔DE |
| 0.85% | 0.65% | $1.21亿 | 19.1万股 | $8,477.9万 | 15.1万股 | +4.1万股+26.92% | 加仓 |
 特斯拉TSLA |
| 0.84% | 0.75% | $1.20亿 | 28.6万股 | $9,713.6万 | 26.1万股 | +2.4万股+9.35% | 加仓 |
 安费诺APH |
| 0.78% | 0.5% | $1.12亿 | 63.5万股 | $6,510.6万 | 51.5万股 | +11.9万股+23.19% | 加仓 |
 艾伯维ABBV |
| 0.77% | 0.72% | $1.10亿 | 43.6万股 | $9,361.4万 | 43.0万股 | +5,140股+1.19% | 加仓 |
 AMGEN COMAMGN |
| 0.76% | 1.08% | $1.09亿 | 30.0万股 | $1.40亿 | 39.8万股 | -9.8万股-24.70% | 减仓 |
 ShopifySHOP |
| 0.72% | 0.72% | $1.03亿 | 90.2万股 | $9,315.9万 | 78.5万股 | +11.6万股+14.82% | 加仓 |
 CVS健康CVS |
| 0.72% | 0.5% | $1.03亿 | 99.5万股 | $6,504.1万 | 90.6万股 | +9.0万股+9.89% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.71% | 1.11% | $1.02亿 | 20.0万股 | $1.44亿 | 21.2万股 | -1.2万股-5.46% | 减仓 |
| CCENOVUS ENERGY COMCVE |
| 0.71% | 1.02% | $1.01亿 | 406.4万股 | $1.32亿 | 497.1万股 | -90.7万股-18.25% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.68% | 0.72% | $9,748.0万 | 157.8万股 | $9,389.4万 | 160.6万股 | -2.7万股-1.71% | 减仓 |
 英特尔INTC |
| 0.68% | 0.19% | $9,685.6万 | 69.4万股 | $2,527.4万 | 57.3万股 | +12.1万股+21.12% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.59% | $9,684.3万 | 9.1万股 | $7,680.1万 | 10.8万股 | -1.7万股-16.11% | 减仓 |
 Truist金融TFC |
| 0.66% | 0.67% | $9,406.6万 | 188.8万股 | $8,682.0万 | 188.9万股 | -510股-0.03% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.63% | 0.67% | $8,958.8万 | 138.4万股 | $8,634.0万 | 149.4万股 | -11.0万股-7.38% | 减仓 |
 星座能源CEG |
| 0.62% | 0.72% | $8,850.5万 | 35.6万股 | $9,296.1万 | 33.3万股 | +2.3万股+7.04% | 加仓 |
 雅培ABT |
| 0.61% | 0.74% | $8,711.6万 | 96.0万股 | $9,584.2万 | 93.3万股 | +2.7万股+2.85% | 加仓 |
| BBEONE MEDICINESONC |
| 0.61% | 0.69% | $8,705.2万 | 30.5万股 | $8,975.7万 | 30.2万股 | +3,234股+1.07% | 加仓 |
 福泰制药VRTX |
| 0.57% | 0.56% | $8,166.6万 | 16.4万股 | $7,221.6万 | 16.2万股 | +2,684股+1.66% | 加仓 |
 星巴克SBUX |
| 0.54% | 0.56% | $7,634.9万 | 74.7万股 | $7,301.2万 | 81.5万股 | -6.8万股-8.32% | 减仓 |
 林德LIN |
| 0.53% | 0.57% | $7,554.2万 | 14.6万股 | $7,401.0万 | 14.9万股 | -3,716股-2.49% | 减仓 |
 康菲石油COP |
| 0.52% | 0.77% | $7,444.5万 | 71.6万股 | $9,929.9万 | 75.2万股 | -3.6万股-4.81% | 减仓 |
 YUM BRANDS COMYUM |
| 0.51% | 0.54% | $7,273.1万 | 45.5万股 | $6,966.7万 | 44.8万股 | +6,889股+1.54% | 加仓 |
 DANAHER DEL COMDHR |
| 0.5% | 0.51% | $7,112.0万 | 37.3万股 | $6,677.4万 | 35.2万股 | +2.1万股+6.02% | 加仓 |
