 礼来LLY |
| 5.77% | 5.2% | $3.06亿 | 24.6万股 | $2.35亿 | 25.8万股 | -1.2万股-4.53% | 减仓 |
 英伟达NVDA |
| 5.01% | 5.8% | $2.66亿 | 131.8万股 | $2.62亿 | 154.9万股 | -23.2万股-14.97% | 减仓 |
 亚马逊AMZN |
| 4.78% | 3.32% | $2.54亿 | 103.5万股 | $1.50亿 | 72.6万股 | +30.9万股+42.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.51% | 2.48% | $2.39亿 | 66.2万股 | $1.12亿 | 40.0万股 | +26.3万股+65.71% | 加仓 |
 林德LIN |
| 4.34% | 3.5% | $2.30亿 | 44.4万股 | $1.58亿 | 31.8万股 | +12.6万股+39.61% | 加仓 |
 泛林集团LRCX |
| 4.06% | 2.03% | $2.15亿 | 48.3万股 | $9,182.8万 | 44.0万股 | +4.3万股+9.81% | 加仓 |
 台积电TSM |
| 3.93% | 2.62% | $2.09亿 | 43.9万股 | $1.18亿 | 36.4万股 | +7.5万股+20.55% | 加仓 |
 默沙东MRK |
| 3.53% | 3.47% | $1.87亿 | 143.1万股 | $1.57亿 | 130.6万股 | +12.5万股+9.59% | 加仓 |
 TJXTJX |
| 2.66% | 3.23% | $1.41亿 | 91.3万股 | $1.46亿 | 92.4万股 | -1.1万股-1.21% | 减仓 |
 强生JNJ |
| 2.53% | 4.05% | $1.34亿 | 51.1万股 | $1.83亿 | 75.1万股 | -24.1万股-32.04% | 减仓 |
 阿斯麦ASML |
| 2.51% | 1.89% | $1.33亿 | 6.8万股 | $8,516.0万 | 6.6万股 | +1,733股+2.61% | 加仓 |
 PALO ALTOPANW |
| 2.33% | 0.71% | $1.23亿 | 35.2万股 | $3,188.6万 | 20.4万股 | +14.9万股+72.92% | 加仓 |
 雪佛龙CVX |
| 2.28% | 5.98% | $1.21亿 | 71.1万股 | $2.70亿 | 127.7万股 | -56.6万股-44.30% | 减仓 |
 博通AVGO |
| 2.23% | 0.67% | $1.18亿 | 30.7万股 | $3,021.1万 | 10.2万股 | +20.5万股+200.70% | 加仓 |
 思科CSCO |
| 2.13% | 1.12% | $1.13亿 | 93.5万股 | $5,057.5万 | 65.5万股 | +28.0万股+42.71% | 加仓 |
 摩根大通JPM |
| 2.04% | 1.72% | $1.08亿 | 31.5万股 | $7,778.7万 | 26.8万股 | +4.7万股+17.59% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.87% | 0.73% | $9,933.0万 | 25.9万股 | $3,293.5万 | 12.1万股 | +13.8万股+114.83% | 加仓 |
 摩根士丹利MS |
| 1.75% | 0.34% | $9,264.3万 | 43.4万股 | $1,511.8万 | 9.3万股 | +34.0万股+364.56% | 加仓 |
 苹果AAPL |
| 1.59% | 1.7% | $8,435.1万 | 29.3万股 | $7,659.1万 | 30.8万股 | -1.5万股-4.90% | 减仓 |
| N新纪元能源NEE |
| 1.57% | 3.66% | $8,344.6万 | 93.5万股 | $1.65亿 | 180.0万股 | -86.5万股-48.04% | 减仓 |
 应用材料AMAT |
| 1.57% | 0.98% | $8,308.3万 | 11.2万股 | $4,443.2万 | 13.4万股 | -2.2万股-16.15% | 减仓 |
 威瑞森VZ |
| 1.53% | 3.7% | $8,101.6万 | 184.8万股 | $1.67亿 | 332.8万股 | -148.0万股-44.47% | 减仓 |
 微软MSFT |
| 1.52% | 1.41% | $8,075.2万 | 20.8万股 | $6,378.3万 | 17.4万股 | +3.5万股+20.12% | 加仓 |
 Arista网络ANET |
| 1.49% | 0.27% | $7,924.2万 | 46.3万股 | $1,215.9万 | 10.1万股 | +36.2万股+358.97% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.41% | 6.26% | $7,484.1万 | 97.0万股 | $2.82亿 | 305.3万股 | -208.2万股-68.22% | 减仓 |
 阿格尼科鹰矿AEM |
| 1.31% | 2.21% | $6,937.3万 | 46.4万股 | $9,954.8万 | 50.3万股 | -3.9万股-7.82% | 减仓 |
 家得宝HD |
| 1.24% | 0.22% | $6,587.1万 | 18.8万股 | $996.8万 | 3.1万股 | +15.8万股+515.50% | 加仓 |
 英特尔INTC |
| 1.2% | — | $6,378.6万 | 47.4万股 | $0 | 0股 | +47.4万股 | 新买入 |
 斯伦贝谢SLB |
| 1.12% | 0.26% | $5,916.8万 | 127.3万股 | $1,168.6万 | 22.2万股 | +105.1万股+473.71% | 加仓 |
| AAMRIZE SHSAMRZ |
| 1.04% | 1.33% | $5,513.3万 | 103.3万股 | $6,019.4万 | 111.3万股 | -8.0万股-7.17% | 减仓 |
 罗克韦尔自动化ROK |
| 0.98% | 0.58% | $5,178.7万 | 10.6万股 | $2,605.4万 | 7.3万股 | +3.3万股+45.60% | 加仓 |
 QUANTA SVCSPWR |
| 0.95% | 0.97% | $5,040.0万 | 6.8万股 | $4,373.7万 | 8.1万股 | -1.3万股-16.04% | 减仓 |
 纽蒙特NEM |
| 0.94% | 2.27% | $4,970.5万 | 50.9万股 | $1.02亿 | 96.3万股 | -45.4万股-47.17% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.93% | 0.04% | $4,932.4万 | 40.8万股 | $189.3万 | 2.1万股 | +38.8万股+1,890.79% | 加仓 |
 瑞银UBS |
| 0.92% | — | $4,895.0万 | 98.4万股 | $0 | 0股 | +98.4万股 | 新买入 |
 Meta平台META |
| 0.92% | 0.8% | $4,862.9万 | 8.5万股 | $3,613.0万 | 6.5万股 | +2.0万股+31.29% | 加仓 |
 联邦快递FDX |
| 0.86% | — | $4,546.5万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
 谷歌AGOOGL |
| 0.85% | 0.69% | $4,525.4万 | 12.5万股 | $3,127.9万 | 11.2万股 | +1.3万股+11.46% | 加仓 |
| R拉夫劳伦RL |
| 0.82% | — | $4,355.8万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.81% | — | $4,308.3万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
 万事达MA |
| 0.74% | 0.4% | $3,926.5万 | 7.5万股 | $1,815.0万 | 3.6万股 | +3.9万股+106.37% | 加仓 |
 BOOKING COMBKNG |
| 0.72% | — | $3,830.1万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
 赛富时CRM |
| 0.66% | 0.75% | $3,476.0万 | 21.5万股 | $3,363.6万 | 18.2万股 | +3.4万股+18.59% | 加仓 |
 西屋制动WAB |
| 0.63% | 0.63% | $3,355.0万 | 11.8万股 | $2,859.0万 | 11.7万股 | +756股+0.65% | 加仓 |
| GGOLD FIELDSGFI |
| 0.6% | 1.99% | $3,157.7万 | 94.9万股 | $8,971.5万 | 201.8万股 | -107.0万股-53.00% | 减仓 |
 TRAVELERS COSTRV |
| 0.55% | 0.35% | $2,914.9万 | 8.8万股 | $1,598.1万 | 5.5万股 | +3.3万股+59.98% | 加仓 |
 VertivVRT |
| 0.54% | 0.58% | $2,858.2万 | 9.1万股 | $2,597.1万 | 10.8万股 | -1.7万股-16.12% | 减仓 |
 高露洁CL |
| 0.48% | 1.16% | $2,567.1万 | 27.0万股 | $5,233.9万 | 61.6万股 | -34.6万股-56.16% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.46% | 0.44% | $2,457.0万 | 31.8万股 | $1,998.3万 | 27.4万股 | +4.4万股+15.88% | 加仓 |
| AAMBEVABEV |
| 0.44% | 0.33% | $2,311.2万 | 695.9万股 | $1,477.8万 | 513.1万股 | +182.8万股+35.62% | 加仓 |
