 谷歌AGOOGL |
| 7.68% | 7.45% | $7.11亿 | 198.9万股 | $6.06亿 | 210.8万股 | -11.9万股-5.66% | 减仓 |
 英伟达NVDA |
| 7.41% | 8.04% | $6.86亿 | 342.7万股 | $6.54亿 | 375.2万股 | -32.4万股-8.65% | 减仓 |
 苹果AAPL |
| 6.98% | 6.77% | $6.46亿 | 223.1万股 | $5.51亿 | 217.1万股 | +6.0万股+2.77% | 加仓 |
 微软MSFT |
| 6.06% | 6.98% | $5.61亿 | 150.4万股 | $5.68亿 | 153.3万股 | -2.9万股-1.87% | 减仓 |
 亚马逊AMZN |
| 5.16% | 5.24% | $4.78亿 | 200.4万股 | $4.26亿 | 204.6万股 | -4.3万股-2.09% | 减仓 |
 VisaV |
| 3.42% | 3.36% | $3.17亿 | 92.4万股 | $2.73亿 | 90.4万股 | +2.0万股+2.17% | 加仓 |
 博通AVGO |
| 3.38% | 3.77% | $3.13亿 | 82.8万股 | $3.07亿 | 99.2万股 | -16.4万股-16.50% | 减仓 |
 礼来LLY |
| 3.35% | 3.01% | $3.10亿 | 25.9万股 | $2.45亿 | 26.6万股 | -7,107股-2.67% | 减仓 |
 摩根大通JPM |
| 3.28% | 2.43% | $3.04亿 | 92.8万股 | $1.97亿 | 67.1万股 | +25.7万股+38.36% | 加仓 |
 PALO ALTOPANW |
| 3.06% | 2.26% | $2.83亿 | 83.0万股 | $1.84亿 | 114.8万股 | -31.9万股-27.74% | 减仓 |
 瑞银UBS |
| 2.89% | 2.48% | $2.67亿 | 538.3万股 | $2.02亿 | 527.2万股 | +11.1万股+2.10% | 加仓 |
 Meta平台META |
| 1.94% | 2.37% | $1.80亿 | 32.0万股 | $1.93亿 | 33.7万股 | -1.8万股-5.31% | 减仓 |
| T赛默飞世尔TMO |
| 1.73% | 1.81% | $1.60亿 | 32.0万股 | $1.47亿 | 29.9万股 | +2.1万股+6.87% | 加仓 |
 宝洁PG |
| 1.49% | 1.73% | $1.38亿 | 94.2万股 | $1.41亿 | 97.5万股 | -3.2万股-3.32% | 减仓 |
 林德LIN |
| 1.44% | 1.96% | $1.33亿 | 25.6万股 | $1.59亿 | 32.1万股 | -6.5万股-20.21% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.32% | 2.01% | $1.22亿 | 156.9万股 | $1.64亿 | 175.8万股 | -18.9万股-10.75% | 减仓 |
 AMETEK COMAME |
| 1.32% | 1.92% | $1.22亿 | 50.4万股 | $1.56亿 | 72.9万股 | -22.5万股-30.93% | 减仓 |
 埃克森美孚XOM |
| 1.27% | 1.93% | $1.17亿 | 85.8万股 | $1.57亿 | 92.3万股 | -6.5万股-7.02% | 减仓 |
 雷神技术RTX |
| 1.14% | — | $1.06亿 | 55.8万股 | $0 | 0股 | +55.8万股 | 新买入 |
 默沙东MRK |
| 1.1% | 1.17% | $1.02亿 | 79.1万股 | $9,533.9万 | 79.3万股 | -1,781股-0.22% | 减仓 |
 强生JNJ |
| 1.03% | 1.1% | $9,528.9万 | 37.5万股 | $8,927.5万 | 36.5万股 | +9,978股+2.73% | 加仓 |
| BBANK OF AMERBAC |
| 1.02% | 1.81% | $9,459.2万 | 166.0万股 | $1.47亿 | 302.3万股 | -136.3万股-45.08% | 减仓 |
 ALCON ORD SHSALC |
| 1% | 1.27% | $9,266.4万 | 136.9万股 | $1.03亿 | 140.3万股 | -3.4万股-2.44% | 减仓 |
 麦当劳MCD |
| 0.94% | 1.24% | $8,670.4万 | 32.1万股 | $1.01亿 | 32.5万股 | -4,401股-1.35% | 减仓 |
 可口可乐KO |
| 0.93% | 1% | $8,609.6万 | 105.9万股 | $8,143.6万 | 107.1万股 | -1.1万股-1.07% | 减仓 |
| N新纪元能源NEE |
| 0.89% | 0.97% | $8,239.9万 | 93.9万股 | $7,850.4万 | 84.5万股 | +9.4万股+11.07% | 加仓 |
 阿斯利康AZN |
| 0.8% | 0.98% | $7,392.1万 | 39.5万股 | $7,957.3万 | 41.1万股 | -1.6万股-3.84% | 减仓 |
 家得宝HD |
| 0.75% | 1.19% | $6,979.0万 | 19.8万股 | $9,710.0万 | 29.5万股 | -9.7万股-32.97% | 减仓 |
 艾伯维ABBV |
| 0.75% | 0.83% | $6,947.1万 | 27.6万股 | $6,728.1万 | 30.9万股 | -3.3万股-10.76% | 减仓 |
| IiShares安硕URTH |
| 0.74% | 0.12% | $6,835.4万 | 33.7万股 | $969.5万 | 5.4万股 | +28.3万股+526.33% | 加仓 |
 优步UBER |
| 0.72% | 0.8% | $6,682.8万 | 92.6万股 | $6,505.1万 | 90.4万股 | +2.2万股+2.40% | 加仓 |
 FERRARI COMRACE |
| 0.72% | 0.61% | $6,644.8万 | 17.9万股 | $4,970.8万 | 14.9万股 | +3.0万股+20.03% | 加仓 |
 DatadogDDOG |
| 0.68% | 0.56% | $6,246.7万 | 24.0万股 | $4,546.0万 | 38.5万股 | -14.5万股-37.70% | 减仓 |
 AMGEN COMAMGN |
| 0.67% | — | $6,200.0万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.67% | 0.57% | $6,167.9万 | 70.9万股 | $4,675.9万 | 69.7万股 | +1.1万股+1.64% | 加仓 |
 伊顿ETN |
| 0.64% | 0.59% | $5,937.0万 | 13.9万股 | $4,810.0万 | 13.4万股 | +4,844股+3.60% | 加仓 |
 应用材料AMAT |
| 0.61% | — | $5,641.9万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 WASTE MGMT DELWM |
| 0.61% | 0.94% | $5,607.8万 | 25.2万股 | $7,681.2万 | 33.4万股 | -8.3万股-24.73% | 减仓 |
 GENERAL MILLS COMGIS |
| 0.57% | 0.7% | $5,300.3万 | 152.3万股 | $5,657.4万 | 152.0万股 | +3,061股+0.20% | 加仓 |
 ServiceNowNOW |
| 0.56% | 0.54% | $5,228.3万 | 52.7万股 | $4,378.9万 | 41.9万股 | +10.8万股+25.74% | 加仓 |
 Arista网络ANET |
| 0.54% | — | $5,027.9万 | 29.6万股 | $0 | 0股 | +29.6万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 0.49% | 0.56% | $4,521.2万 | 78.2万股 | $4,580.9万 | 79.5万股 | -1.3万股-1.64% | 减仓 |
 泛林集团LRCX |
| 0.48% | 0.27% | $4,451.9万 | 10.3万股 | $2,158.5万 | 10.1万股 | +1,712股+1.69% | 加仓 |
 特灵科技TT |
| 0.45% | 0.46% | $4,194.2万 | 8.5万股 | $3,768.7万 | 9.0万股 | -5,039股-5.57% | 减仓 |
 AMD超威AMD |
| 0.44% | — | $4,067.4万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.43% | 0.78% | $4,018.2万 | 32.6万股 | $6,321.3万 | 40.2万股 | -7.6万股-18.79% | 减仓 |
 特斯拉TSLA |
| 0.43% | 0.38% | $3,984.5万 | 9.5万股 | $3,051.7万 | 8.2万股 | +1.3万股+15.40% | 加仓 |
 雅培ABT |
| 0.42% | — | $3,927.4万 | 43.3万股 | $0 | 0股 | +43.3万股 | 新买入 |
 思科CSCO |
| 0.4% | 0.3% | $3,699.5万 | 31.5万股 | $2,473.7万 | 31.9万股 | -3,857股-1.21% | 减仓 |
 英特尔INTC |
| 0.4% | 0.08% | $3,685.6万 | 26.4万股 | $623.6万 | 14.1万股 | +12.3万股+86.78% | 加仓 |
