 英伟达NVDA |
| 16.13% | 16.06% | $6.45亿 | 322.1万股 | $6.08亿 | 348.8万股 | -26.7万股-7.64% | 减仓 |
 谷歌AGOOGL |
| 7.4% | 6.96% | $2.96亿 | 82.8万股 | $2.63亿 | 91.6万股 | -8.8万股-9.62% | 减仓 |
 博通AVGO |
| 4.94% | 4.47% | $1.97亿 | 52.3万股 | $1.69亿 | 54.7万股 | -2.5万股-4.50% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.78% | 4.39% | $1.91亿 | 54.0万股 | $1.66亿 | 58.0万股 | -4.0万股-6.84% | 减仓 |
 泛林集团LRCX |
| 4.61% | 3.06% | $1.84亿 | 42.5万股 | $1.16亿 | 54.2万股 | -11.7万股-21.51% | 减仓 |
 Meta平台META |
| 3.67% | 4.58% | $1.47亿 | 26.1万股 | $1.73亿 | 30.3万股 | -4.3万股-14.09% | 减仓 |
 摩根大通JPM |
| 2.73% | 2.93% | $1.09亿 | 33.3万股 | $1.11亿 | 37.8万股 | -4.5万股-11.94% | 减仓 |
 思科CSCO |
| 2.44% | 2.01% | $9,745.8万 | 83.0万股 | $7,626.8万 | 98.3万股 | -15.3万股-15.59% | 减仓 |
 艾伯维ABBV |
| 2.06% | 2.1% | $8,248.1万 | 32.8万股 | $7,952.3万 | 36.6万股 | -3.8万股-10.36% | 减仓 |
 特灵科技TT |
| 1.84% | 2.22% | $7,361.4万 | 15.0万股 | $8,422.6万 | 20.2万股 | -5.2万股-25.84% | 减仓 |
 高盛GS |
| 1.52% | 1.53% | $6,062.5万 | 6.0万股 | $5,800.7万 | 6.9万股 | -8,624股-12.58% | 减仓 |
 阿斯利康AZN |
| 1.49% | 1.69% | $5,945.7万 | 31.4万股 | $6,395.7万 | 33.0万股 | -1.7万股-5.02% | 减仓 |
 赛莱默XYL |
| 1.29% | 0.95% | $5,143.7万 | 43.5万股 | $3,603.7万 | 30.2万股 | +13.4万股+44.29% | 加仓 |
 威瑞森VZ |
| 1.28% | 1.61% | $5,112.7万 | 120.8万股 | $6,088.2万 | 121.3万股 | -5,249股-0.43% | 减仓 |
 希捷STX |
| 1.22% | 0.65% | $4,881.4万 | 5.1万股 | $2,477.5万 | 6.3万股 | -1.3万股-20.01% | 减仓 |
 GE航空GE |
| 1.13% | 0.94% | $4,498.7万 | 12.0万股 | $3,568.1万 | 12.6万股 | -5,364股-4.27% | 减仓 |
 VisaV |
| 1.11% | 1.46% | $4,428.3万 | 12.9万股 | $5,542.9万 | 18.3万股 | -5.4万股-29.62% | 减仓 |
 WorkdayWDAY |
| 1.06% | 0.04% | $4,248.8万 | 34.7万股 | $161.7万 | 1.2万股 | +33.5万股+2,689.28% | 加仓 |
 NETFLIXNFLX |
| 1.02% | 1.69% | $4,071.7万 | 57.0万股 | $6,391.2万 | 66.5万股 | -9.4万股-14.21% | 减仓 |
| AAT&TT |
| 0.98% | 1.64% | $3,900.0万 | 188.4万股 | $6,219.8万 | 214.6万股 | -26.1万股-12.19% | 减仓 |
 江森自控JCI |
| 0.96% | 0.96% | $3,843.3万 | 26.3万股 | $3,648.5万 | 27.9万股 | -1.6万股-5.59% | 减仓 |
 BOOKING COMBKNG |
| 0.95% | 1.06% | $3,788.0万 | 21.3万股 | $4,025.9万 | 9,562股 | +20.3万股+2,122.59% | 加仓 |
 卡地纳健康CAH |
| 0.94% | 0.96% | $3,762.7万 | 15.8万股 | $3,652.1万 | 17.3万股 | -1.4万股-8.36% | 减仓 |
 MCKESSON COMMCK |
| 0.93% | 1.23% | $3,707.0万 | 4.9万股 | $4,660.7万 | 5.4万股 | -4,799股-8.91% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.88% | 0.9% | $3,505.3万 | 13.5万股 | $3,392.9万 | 13.7万股 | -2,730股-1.99% | 减仓 |
 帕兰提尔PLTR |
| 0.85% | 1.21% | $3,405.6万 | 29.2万股 | $4,574.4万 | 31.3万股 | -2.1万股-6.66% | 减仓 |
 宏利金融MFC |
| 0.84% | 0.82% | $3,345.9万 | 82.6万股 | $3,125.2万 | 91.0万股 | -8.4万股-9.25% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.83% | 0.7% | $3,325.1万 | 34.6万股 | $2,666.3万 | 36.8万股 | -2.2万股-5.99% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 0.83% | 1% | $3,323.3万 | 50.1万股 | $3,784.0万 | 60.6万股 | -10.5万股-17.30% | 减仓 |
 ExpediaEXPE |
| 0.8% | 0.82% | $3,213.7万 | 12.6万股 | $3,122.1万 | 13.5万股 | -9,626股-7.12% | 减仓 |
 ServiceNowNOW |
| 0.79% | 0.21% | $3,154.0万 | 31.8万股 | $802.2万 | 7.7万股 | +24.1万股+314.04% | 加仓 |
 通用汽车GM |
| 0.78% | 0.89% | $3,136.5万 | 40.7万股 | $3,359.4万 | 45.1万股 | -4.4万股-9.76% | 减仓 |
 好市多COST |
| 0.77% | 0.9% | $3,082.7万 | 3.3万股 | $3,422.2万 | 3.4万股 | -1,391股-4.05% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.77% | — | $3,072.3万 | 27.0万股 | $0 | 0股 | +27.0万股 | 新买入 |
 HCA医疗HCA |
| 0.76% | 1% | $3,040.7万 | 7.8万股 | $3,803.0万 | 8.0万股 | -2,372股-2.95% | 减仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.75% | 0.78% | $3,003.1万 | 39.5万股 | $2,963.3万 | 43.6万股 | -4.1万股-9.36% | 减仓 |
 EMCOREME |
| 0.74% | 0.83% | $2,975.5万 | 3.6万股 | $3,148.1万 | 4.3万股 | -6,784股-15.91% | 减仓 |
 联邦快递FDX |
| 0.72% | 0.43% | $2,875.8万 | 9.2万股 | $1,636.3万 | 4.6万股 | +4.6万股+99.91% | 加仓 |
 PAYPAL COMPYPL |
| 0.7% | 0.78% | $2,784.8万 | 64.5万股 | $2,954.8万 | 65.3万股 | -8,349股-1.28% | 减仓 |
 芝加哥期权交易所CBOE |
| 0.69% | 0.7% | $2,773.6万 | 11.4万股 | $2,667.7万 | 9.5万股 | +1.9万股+20.42% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.68% | 0.33% | $2,699.4万 | 6.3万股 | $1,243.1万 | 7.6万股 | -1.3万股-17.39% | 减仓 |
 ROYALTY PHARMARPRX |
| 0.67% | 0.04% | $2,663.3万 | 47.5万股 | $156.8万 | 3.3万股 | +44.2万股+1,353.37% | 加仓 |
 奎斯特诊断DGX |
| 0.66% | 0.71% | $2,644.8万 | 12.5万股 | $2,687.3万 | 13.7万股 | -1.2万股-8.99% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.65% | — | $2,607.5万 | 91.3万股 | $0 | 0股 | +91.3万股 | 新买入 |
 万事达MA |
| 0.65% | 1.03% | $2,604.5万 | 5.1万股 | $3,897.2万 | 7.8万股 | -2.7万股-34.99% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.64% | 0.54% | $2,560.8万 | 9.5万股 | $2,034.5万 | 8.8万股 | +6,967股+7.89% | 加仓 |
| E爱克斯龙EXC |
| 0.64% | 0.75% | $2,559.6万 | 54.9万股 | $2,840.8万 | 58.0万股 | -3.0万股-5.26% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.63% | — | $2,537.5万 | 38.3万股 | $0 | 0股 | +38.3万股 | 新买入 |
 切尼尔能源LNG |
| 0.63% | 0.83% | $2,525.5万 | 10.6万股 | $3,133.4万 | 11.0万股 | -4,758股-4.31% | 减仓 |
 VENTAS COMVTR |
| 0.63% | 0.59% | $2,505.3万 | 28.2万股 | $2,234.9万 | 27.3万股 | +8,848股+3.24% | 加仓 |
