 英伟达NVDA |
| 4.09% | 3.95% | $3.01亿 | 150.5万股 | $2.69亿 | 154.3万股 | -3.8万股-2.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.68% | 3.33% | $2.71亿 | 76.7万股 | $2.27亿 | 79.1万股 | -2.3万股-2.94% | 减仓 |
 摩根大通JPM |
| 2.58% | 2.57% | $1.90亿 | 58.1万股 | $1.75亿 | 59.7万股 | -1.5万股-2.53% | 减仓 |
 强生JNJ |
| 2.29% | 2.41% | $1.69亿 | 66.4万股 | $1.64亿 | 67.3万股 | -9,036股-1.34% | 减仓 |
| Q高通QCOM |
| 2.11% | 1.85% | $1.55亿 | 84.1万股 | $1.26亿 | 97.7万股 | -13.6万股-13.93% | 减仓 |
 摩根士丹利MS |
| 2.07% | 1.89% | $1.53亿 | 73.1万股 | $1.29亿 | 78.2万股 | -5.0万股-6.42% | 减仓 |
 达美航空DAL |
| 1.95% | 1.58% | $1.44亿 | 153.7万股 | $1.08亿 | 162.4万股 | -8.7万股-5.38% | 减仓 |
 GE航空GE |
| 1.76% | 1.62% | $1.30亿 | 34.7万股 | $1.10亿 | 38.9万股 | -4.2万股-10.73% | 减仓 |
 微软MSFT |
| 1.73% | 1.87% | $1.28亿 | 34.2万股 | $1.28亿 | 34.5万股 | -2,575股-0.75% | 减仓 |
 亚马逊AMZN |
| 1.72% | 1.59% | $1.27亿 | 53.1万股 | $1.08亿 | 52.0万股 | +1.2万股+2.23% | 加仓 |
 VisaV |
| 1.6% | 1.54% | $1.18亿 | 34.4万股 | $1.05亿 | 34.8万股 | -3,884股-1.12% | 减仓 |
 EquinixEQIX |
| 1.54% | 1.6% | $1.14亿 | 10.9万股 | $1.09亿 | 11.1万股 | -2,025股-1.82% | 减仓 |
| RREINSURANCE AMERRGA |
| 1.52% | 1.63% | $1.12亿 | 52.7万股 | $1.11亿 | 54.6万股 | -1.9万股-3.45% | 减仓 |
| T赛默飞世尔TMO |
| 1.51% | 1.57% | $1.11亿 | 22.2万股 | $1.07亿 | 21.8万股 | +3,382股+1.55% | 加仓 |
 TransDigmTDG |
| 1.5% | 1.4% | $1.11亿 | 8.3万股 | $9,520.1万 | 8.2万股 | +926股+1.13% | 加仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 1.4% | 1.44% | $1.03亿 | 100.4万股 | $9,801.8万 | 100.4万股 | -86股-0.01% | 减仓 |
 空气化工APD |
| 1.38% | 1.47% | $1.01亿 | 34.6万股 | $1.00亿 | 34.6万股 | +61股+0.02% | 加仓 |
 莫德纳MRNA |
| 1.28% | 0.98% | $9,408.4万 | 134.3万股 | $6,662.3万 | 131.1万股 | +3.2万股+2.44% | 加仓 |
 自由港麦克莫兰FCX |
| 1.27% | 1.32% | $9,364.8万 | 148.9万股 | $8,965.4万 | 152.5万股 | -3.6万股-2.37% | 减仓 |
 美国运通AXP |
| 1.27% | 1.28% | $9,353.8万 | 27.7万股 | $8,700.5万 | 28.8万股 | -1.1万股-3.86% | 减仓 |
| RRXORXO |
| 1.25% | — | $9,232.6万 | 334.6万股 | $0 | 0股 | +334.6万股 | 新买入 |
 波音BA |
| 1.25% | 1.2% | $9,225.3万 | 42.6万股 | $8,157.4万 | 41.0万股 | +1.6万股+3.98% | 加仓 |
 万事达MA |
| 1.22% | 1.28% | $8,991.3万 | 17.5万股 | $8,749.8万 | 17.5万股 | -50股-0.03% | 减仓 |
 百时美施贵宝BMY |
| 1.22% | 1.4% | $8,966.7万 | 155.6万股 | $9,549.4万 | 157.5万股 | -1.8万股-1.16% | 减仓 |
 DANAHER DEL COMDHR |
| 1.19% | 1.22% | $8,751.0万 | 45.9万股 | $8,325.0万 | 43.9万股 | +2.0万股+4.63% | 加仓 |
 美国合众银行USB |
| 1.17% | 1.1% | $8,646.3万 | 143.2万股 | $7,482.9万 | 143.9万股 | -7,238股-0.50% | 减仓 |
 雪佛龙CVX |
| 1.06% | 1.47% | $7,803.2万 | 47.1万股 | $1.00亿 | 48.5万股 | -1.4万股-2.88% | 减仓 |
 可口可乐KO |
| 1.05% | 1.08% | $7,707.7万 | 94.8万股 | $7,368.0万 | 96.9万股 | -2.0万股-2.11% | 减仓 |
| RRBC BEARINGSRBC |
| 1.04% | 1.08% | $7,651.6万 | 11.9万股 | $7,381.5万 | 13.6万股 | -1.7万股-12.59% | 减仓 |
 HERSHEY COMHSY |
| 1.03% | 1.21% | $7,575.1万 | 43.2万股 | $8,238.8万 | 39.6万股 | +3.5万股+8.94% | 加仓 |
| LLAMB WESTONLW |
| 0.99% | 0.89% | $7,264.4万 | 168.2万股 | $6,045.8万 | 143.1万股 | +25.2万股+17.60% | 加仓 |
 黑石集团BX |
| 0.98% | 1.02% | $7,211.2万 | 61.3万股 | $6,964.2万 | 60.6万股 | +7,204股+1.19% | 加仓 |
 默沙东MRK |
| 0.96% | 0.99% | $7,095.2万 | 55.2万股 | $6,759.0万 | 56.2万股 | -9,737股-1.73% | 减仓 |
 百事可乐PEP |
| 0.94% | 1.15% | $6,922.1万 | 51.1万股 | $7,836.2万 | 50.5万股 | +6,620股+1.31% | 加仓 |
| BBANK OF AMERBAC |
| 0.93% | 0.94% | $6,850.9万 | 120.2万股 | $6,372.5万 | 130.7万股 | -10.5万股-8.02% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.93% | 1.11% | $6,846.1万 | 41.9万股 | $7,552.9万 | 43.8万股 | -1.9万股-4.37% | 减仓 |
 INGERSOLL RAND COMIR |
| 0.93% | 0.98% | $6,845.9万 | 83.5万股 | $6,710.2万 | 83.8万股 | -2,555股-0.31% | 减仓 |
 TECK RESOURCESTECK |
| 0.9% | 0.88% | $6,648.3万 | 111.8万股 | $5,980.7万 | 115.6万股 | -3.8万股-3.25% | 减仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.87% | 1% | $6,396.3万 | 259.9万股 | $6,813.2万 | 284.7万股 | -24.8万股-8.71% | 减仓 |
 HALEON SPON ADSHLN |
| 0.85% | 0.98% | $6,244.0万 | 669.2万股 | $6,700.5万 | 669.4万股 | -1,393股-0.02% | 减仓 |
 Roper科技ROP |
| 0.84% | 0.83% | $6,171.2万 | 18.2万股 | $5,665.4万 | 16.0万股 | +2.2万股+13.91% | 加仓 |
 埃克森美孚XOM |
| 0.83% | 1.15% | $6,139.2万 | 44.9万股 | $7,830.3万 | 46.2万股 | -1.2万股-2.71% | 减仓 |
 HealthpeakDOC |
| 0.83% | 0.71% | $6,097.2万 | 284.9万股 | $4,871.8万 | 296.5万股 | -11.6万股-3.91% | 减仓 |
 Truist金融TFC |
| 0.81% | 0.81% | $5,944.4万 | 119.3万股 | $5,514.8万 | 120.0万股 | -6,472股-0.54% | 减仓 |
 Meta平台META |
| 0.79% | 0.88% | $5,829.9万 | 10.3万股 | $5,964.6万 | 10.4万股 | -756股-0.73% | 减仓 |
| AAPTIVAPTV |
| 0.79% | — | $5,824.1万 | 94.9万股 | $0 | 0股 | +94.9万股 | 新买入 |
| C花旗集团C |
| 0.79% | 0.75% | $5,817.9万 | 41.6万股 | $5,118.5万 | 45.1万股 | -3.6万股-7.90% | 减仓 |
 GoDaddyGDDY |
| 0.78% | 0.83% | $5,739.9万 | 67.6万股 | $5,631.6万 | 68.1万股 | -4,970股-0.73% | 减仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.78% | 0.78% | $5,727.1万 | 69.5万股 | $5,336.2万 | 76.9万股 | -7.4万股-9.65% | 减仓 |
 ILLUMINAILMN |
| 0.77% | 0.59% | $5,708.8万 | 32.5万股 | $4,032.7万 | 32.7万股 | -2,495股-0.76% | 减仓 |
