 英伟达NVDA |
| 6.88% | 6.89% | $144.16亿 | 8,301.9万股 | $153.92亿 | 8,282.8万股 | +19.1万股+0.23% | 加仓 |
 微软MSFT |
| 4.21% | 5.78% | $88.07亿 | 2,387.9万股 | $129.10亿 | 2,679.8万股 | -292.0万股-10.89% | 减仓 |
 苹果AAPL |
| 3.25% | 3.32% | $68.04亿 | 2,691.7万股 | $74.04亿 | 2,734.2万股 | -42.5万股-1.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.25% | 3.45% | $67.98亿 | 2,377.7万股 | $76.93亿 | 2,459.6万股 | -81.8万股-3.33% | 减仓 |
 亚马逊AMZN |
| 3.19% | 3.49% | $66.86亿 | 3,229.7万股 | $77.99亿 | 3,397.1万股 | -167.4万股-4.93% | 减仓 |
 博通AVGO |
| 2.85% | 3.12% | $59.63亿 | 1,935.1万股 | $69.66亿 | 2,021.4万股 | -86.3万股-4.27% | 减仓 |
 礼来LLY |
| 1.9% | 2.13% | $39.82亿 | 434.7万股 | $47.55亿 | 444.2万股 | -9.5万股-2.13% | 减仓 |
 Meta平台META |
| 1.88% | 1.81% | $39.39亿 | 691.5万股 | $40.36亿 | 613.3万股 | +78.2万股+12.75% | 加仓 |
 台积电TSM |
| 1.27% | 1.12% | $26.51亿 | 791.8万股 | $24.98亿 | 829.2万股 | -37.4万股-4.51% | 减仓 |
 阿斯利康AZN |
| 1.11% | 0.05% | $23.20亿 | 1,194.9万股 | $1.11亿 | 120.7万股 | +1,074.2万股+889.88% | 加仓 |
 万事达MA |
| 1.09% | 1.34% | $22.73亿 | 456.9万股 | $29.85亿 | 526.1万股 | -69.2万股-13.16% | 减仓 |
 泛林集团LRCX |
| 0.94% | 0.7% | $19.75亿 | 926.5万股 | $15.55亿 | 908.4万股 | +18.1万股+1.99% | 加仓 |
 强生JNJ |
| 0.92% | 0.72% | $19.24亿 | 787.2万股 | $15.98亿 | 772.4万股 | +14.8万股+1.92% | 加仓 |
 ARGENX SPONSORED ADRARGX |
| 0.88% | 0.92% | $18.48亿 | 254.2万股 | $20.58亿 | 245.8万股 | +8.4万股+3.40% | 加仓 |
 科磊KLAC |
| 0.87% | 0.74% | $18.27亿 | 124.1万股 | $16.43亿 | 135.2万股 | -11.2万股-8.26% | 减仓 |
 伊顿ETN |
| 0.86% | 0.71% | $18.06亿 | 509.2万股 | $15.95亿 | 504.9万股 | +4.3万股+0.86% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.84% | 0.72% | $17.70亿 | 775.6万股 | $16.15亿 | 795.0万股 | -19.5万股-2.45% | 减仓 |
 甲骨文ORCL |
| 0.84% | 1.26% | $17.54亿 | 1,204.6万股 | $28.15亿 | 1,453.9万股 | -249.3万股-17.15% | 减仓 |
 艾伯维ABBV |
| 0.72% | 0.66% | $15.07亿 | 693.1万股 | $14.63亿 | 640.3万股 | +52.8万股+8.25% | 加仓 |
 NETFLIXNFLX |
| 0.68% | 0.56% | $14.31亿 | 1,488.4万股 | $12.44亿 | 1,327.0万股 | +161.4万股+12.16% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.68% | 0.6% | $14.24亿 | 610.7万股 | $13.32亿 | 598.2万股 | +12.5万股+2.09% | 加仓 |
 VisaV |
| 0.65% | 0.53% | $13.56亿 | 448.7万股 | $11.82亿 | 337.0万股 | +111.6万股+33.13% | 加仓 |
| FFLEXFLEX |
| 0.64% | 0.6% | $13.50亿 | 2,062.0万股 | $13.49亿 | 2,233.1万股 | -171.2万股-7.66% | 减仓 |
 GE VernovaGEV |
| 0.63% | 0.01% | $13.16亿 | 152.0万股 | $2,228.5万 | 3.4万股 | +148.6万股+4,358.59% | 加仓 |
 美光科技MU |
| 0.63% | 0.42% | $13.11亿 | 388.2万股 | $9.27亿 | 324.7万股 | +63.5万股+19.55% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.61% | $12.28亿 | 417.5万股 | $13.51亿 | 419.4万股 | -1.8万股-0.44% | 减仓 |
 DANAHER DEL COMDHR |
| 0.58% | 0.69% | $12.22亿 | 649.0万股 | $15.49亿 | 681.8万股 | -32.8万股-4.81% | 减仓 |
 安费诺APH |
| 0.57% | 0.6% | $11.95亿 | 945.8万股 | $13.39亿 | 990.5万股 | -44.6万股-4.50% | 减仓 |
| DDOORDASHDASH |
| 0.55% | 0.56% | $11.59亿 | 776.3万股 | $12.48亿 | 553.7万股 | +222.6万股+40.20% | 加仓 |
 BOOKING COMBKNG |
| 0.54% | 0.76% | $11.37亿 | 27.0万股 | $17.06亿 | 31.9万股 | -4.9万股-15.25% | 减仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.53% | 0.43% | $11.14亿 | 345.9万股 | $9.55亿 | 324.0万股 | +21.9万股+6.75% | 加仓 |
 LPL金融LPLA |
| 0.53% | 0.54% | $11.03亿 | 366.7万股 | $12.06亿 | 337.8万股 | +28.9万股+8.56% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.51% | 0.55% | $10.62亿 | 61.4万股 | $12.17亿 | 60.4万股 | +1.0万股+1.68% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.5% | 0.26% | $10.56亿 | 1,134.9万股 | $5.91亿 | 906.2万股 | +228.8万股+25.24% | 加仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.5% | 0.41% | $10.52亿 | 201.9万股 | $9.18亿 | 158.5万股 | +43.4万股+27.37% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.49% | 0.54% | $10.35亿 | 1,649.7万股 | $12.00亿 | 1,258.9万股 | +390.8万股+31.04% | 加仓 |
 联合健康UNH |
| 0.47% | 0.53% | $9.91亿 | 369.2万股 | $11.81亿 | 360.2万股 | +8.9万股+2.48% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.47% | 0.47% | $9.88亿 | 631.6万股 | $10.55亿 | 655.0万股 | -23.4万股-3.57% | 减仓 |
 BridgeBioBBIO |
| 0.47% | 0.38% | $9.79亿 | 1,317.9万股 | $8.41亿 | 1,100.0万股 | +217.9万股+19.80% | 加仓 |
 VAXCYTEPCVX |
| 0.46% | 0.28% | $9.60亿 | 1,657.6万股 | $6.18亿 | 1,338.7万股 | +318.9万股+23.82% | 加仓 |
 福泰制药VRTX |
| 0.45% | 0.45% | $9.52亿 | 213.2万股 | $10.07亿 | 222.2万股 | -9.0万股-4.07% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.45% | 0.44% | $9.50亿 | 976.6万股 | $9.80亿 | 1,230.4万股 | -253.7万股-20.62% | 减仓 |
| AAPI COM STKAPG |
| 0.45% | 0.4% | $9.47亿 | 2,336.7万股 | $8.84亿 | 2,311.6万股 | +25.1万股+1.09% | 加仓 |
 PROGRESSIVEPGR |
| 0.45% | 0.56% | $9.38亿 | 473.2万股 | $12.40亿 | 544.7万股 | -71.6万股-13.14% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.45% | 0.39% | $9.35亿 | 154.6万股 | $8.65亿 | 169.3万股 | -14.8万股-8.72% | 减仓 |
 GE航空GE |
| 0.44% | 0.49% | $9.26亿 | 326.4万股 | $10.96亿 | 355.8万股 | -29.5万股-8.28% | 减仓 |
 自由媒体FWONK |
| 0.44% | 0.47% | $9.25亿 | 1,088.3万股 | $10.42亿 | 1,058.1万股 | +30.2万股+2.86% | 加仓 |
 DatadogDDOG |
| 0.43% | 0.38% | $9.06亿 | 775.0万股 | $8.49亿 | 631.0万股 | +143.9万股+22.80% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.36% | $8.85亿 | 307.9万股 | $7.97亿 | 254.7万股 | +53.2万股+20.87% | 加仓 |
 雪佛龙CVX |
| 0.41% | 0.33% | $8.65亿 | 418.2万股 | $7.43亿 | 487.7万股 | -69.5万股-14.26% | 减仓 |
