 苹果AAPL |
| 5.58% | 4.77% | $5.32亿 | 183.7万股 | $3.19亿 | 125.9万股 | +57.9万股+45.98% | 加仓 |
 Meta平台META |
| 4.35% | 1.67% | $4.15亿 | 73.6万股 | $1.12亿 | 19.5万股 | +54.1万股+277.24% | 加仓 |
 微软MSFT |
| 3.98% | 2.69% | $3.80亿 | 101.8万股 | $1.80亿 | 48.7万股 | +53.1万股+109.15% | 加仓 |
 谷歌AGOOGL |
| 3.94% | 3.63% | $3.75亿 | 105.0万股 | $2.43亿 | 84.5万股 | +20.5万股+24.26% | 加仓 |
 博通AVGO |
| 3.88% | 4.6% | $3.70亿 | 97.9万股 | $3.08亿 | 99.6万股 | -1.7万股-1.75% | 减仓 |
 英伟达NVDA |
| 3.6% | 8.84% | $3.43亿 | 171.4万股 | $5.93亿 | 339.9万股 | -168.5万股-49.56% | 减仓 |
 美光科技MU |
| 3.11% | 3.21% | $2.97亿 | 25.7万股 | $2.15亿 | 63.7万股 | -37.9万股-59.59% | 减仓 |
 阿斯利康AZN |
| 2.33% | 2.5% | $2.22亿 | 118.6万股 | $1.68亿 | 86.4万股 | +32.3万股+37.33% | 加仓 |
 应用材料AMAT |
| 2.28% | 1.49% | $2.17亿 | 30.1万股 | $1.00亿 | 29.3万股 | +7,744股+2.64% | 加仓 |
 联合健康UNH |
| 1.91% | 0.98% | $1.82亿 | 43.9万股 | $6,538.3万 | 24.2万股 | +19.7万股+81.68% | 加仓 |
| B巴里克黄金GOLD |
| 1.85% | 1.47% | $1.76亿 | 480.0万股 | $9,872.3万 | 242.0万股 | +238.0万股+98.35% | 加仓 |
 摩根大通JPM |
| 1.67% | 2.48% | $1.59亿 | 48.5万股 | $1.66亿 | 56.6万股 | -8.1万股-14.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.55% | 1.61% | $1.47亿 | 41.7万股 | $1.08亿 | 37.6万股 | +4.1万股+10.89% | 加仓 |
 英特尔INTC |
| 1.54% | 0.14% | $1.47亿 | 105.2万股 | $947.5万 | 21.5万股 | +83.8万股+390.12% | 加仓 |
 通用动力GD |
| 1.48% | 0.2% | $1.41亿 | 39.8万股 | $1,352.1万 | 3.9万股 | +35.9万股+911.16% | 加仓 |
 亚马逊AMZN |
| 1.45% | 1.45% | $1.39亿 | 58.2万股 | $9,686.0万 | 46.5万股 | +11.7万股+25.06% | 加仓 |
 CSX铁路CSX |
| 1.39% | 0.25% | $1.33亿 | 279.7万股 | $1,653.3万 | 40.3万股 | +239.5万股+594.61% | 加仓 |
 默沙东MRK |
| 1.25% | 0.18% | $1.19亿 | 92.7万股 | $1,224.0万 | 10.2万股 | +82.5万股+810.71% | 加仓 |
 GE航空GE |
| 1.18% | 0.35% | $1.13亿 | 30.1万股 | $2,377.8万 | 8.4万股 | +21.8万股+259.78% | 加仓 |
 高盛GS |
| 1.08% | 0.41% | $1.03亿 | 10.2万股 | $2,740.2万 | 3.2万股 | +7.0万股+214.75% | 加仓 |
 ShopifySHOP |
| 1.08% | 1.48% | $1.03亿 | 90.2万股 | $9,949.3万 | 84.0万股 | +6.2万股+7.35% | 加仓 |
 迈威尔MRVL |
| 1.08% | 1.14% | $1.03亿 | 34.4万股 | $7,646.7万 | 77.2万股 | -42.8万股-55.38% | 减仓 |
 宏利金融MFC |
| 1.06% | — | $1.01亿 | 250.0万股 | $0 | 0股 | +250.0万股 | 新买入 |
 思科CSCO |
| 1% | 0.19% | $9,564.8万 | 81.4万股 | $1,256.8万 | 16.2万股 | +65.2万股+402.72% | 加仓 |
 康宁GLW |
| 0.92% | 0.06% | $8,752.4万 | 34.3万股 | $435.0万 | 3.2万股 | +31.1万股+971.03% | 加仓 |
 安桥ENB |
| 0.91% | — | $8,662.7万 | 160.0万股 | $0 | 0股 | +160.0万股 | 新买入 |
 AMD超威AMD |
| 0.89% | 0.56% | $8,502.7万 | 14.6万股 | $3,733.4万 | 18.4万股 | -3.7万股-20.25% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.89% | — | $8,497.4万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
 特斯拉TSLA |
| 0.89% | 0.77% | $8,488.3万 | 20.2万股 | $5,153.2万 | 13.9万股 | +6.3万股+45.59% | 加仓 |
 沃尔玛WMT |
| 0.87% | 2.09% | $8,251.8万 | 72.9万股 | $1.40亿 | 113.0万股 | -40.1万股-35.51% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.78% | 1.09% | $7,429.7万 | 58.8万股 | $7,273.2万 | 52.2万股 | +6.6万股+12.69% | 加仓 |
 PROGRESSIVEPGR |
| 0.71% | 0.2% | $6,756.0万 | 30.9万股 | $1,329.0万 | 6.7万股 | +24.2万股+361.32% | 加仓 |
 百事可乐PEP |
| 0.7% | 1.31% | $6,667.4万 | 49.2万股 | $8,774.7万 | 56.5万股 | -7.3万股-12.85% | 减仓 |
 泛林集团LRCX |
| 0.68% | 0.16% | $6,510.7万 | 15.0万股 | $1,093.8万 | 5.1万股 | +9.9万股+193.48% | 加仓 |
 AMETEK COMAME |
| 0.68% | 0.15% | $6,505.1万 | 26.9万股 | $974.0万 | 4.5万股 | +22.3万股+491.74% | 加仓 |
 联邦快递FDX |
| 0.66% | 0.11% | $6,296.8万 | 20.1万股 | $739.7万 | 2.1万股 | +18.0万股+868.28% | 加仓 |
 DANAHER DEL COMDHR |
| 0.63% | 0.83% | $5,958.9万 | 31.3万股 | $5,588.9万 | 29.5万股 | +1.8万股+6.13% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.6% | — | $5,739.7万 | 37.0万股 | $0 | 0股 | +37.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.54% | $5,726.7万 | 11.4万股 | $3,602.4万 | 7.5万股 | +3.9万股+52.24% | 加仓 |
 L3哈里斯LHX |
| 0.6% | 0.04% | $5,724.4万 | 19.7万股 | $264.3万 | 7,657股 | +18.9万股+2,472.73% | 加仓 |
| BBANK OF AMERBAC |
| 0.59% | 1.03% | $5,667.3万 | 99.5万股 | $6,913.1万 | 141.8万股 | -42.3万股-29.86% | 减仓 |
 江森自控JCI |
| 0.56% | 0.05% | $5,316.7万 | 36.4万股 | $328.6万 | 2.5万股 | +33.9万股+1,350.13% | 加仓 |
 可口可乐KO |
| 0.56% | 0.41% | $5,295.5万 | 65.2万股 | $2,718.1万 | 35.7万股 | +29.4万股+82.31% | 加仓 |
 通用汽车GM |
| 0.53% | 0.04% | $5,051.0万 | 65.5万股 | $276.1万 | 3.7万股 | +61.8万股+1,668.19% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.52% | 0.04% | $4,995.5万 | 15.9万股 | $264.3万 | 9,208股 | +15.0万股+1,624.52% | 加仓 |
 ROSS STORES COMROST |
| 0.5% | 0.19% | $4,766.0万 | 22.4万股 | $1,305.4万 | 6.0万股 | +16.4万股+271.58% | 加仓 |
 SUN LIFE FINANCIALSLF |
| 0.49% | — | $4,703.2万 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
 希捷STX |
| 0.46% | 0.05% | $4,354.7万 | 4.5万股 | $349.9万 | 8,932股 | +3.6万股+405.22% | 加仓 |
 史赛克SYK |
| 0.44% | 0.07% | $4,171.2万 | 13.2万股 | $463.6万 | 1.4万股 | +11.8万股+838.96% | 加仓 |
 太平洋煤电PCG |
| 0.43% | 0.17% | $4,143.4万 | 246.3万股 | $1,107.3万 | 63.0万股 | +183.3万股+290.88% | 加仓 |
