 英伟达NVDA |
| 6.7% | 6.87% | $6.51亿 | 325.2万股 | $5.84亿 | 335.1万股 | -9.9万股-2.94% | 减仓 |
 苹果AAPL |
| 6.36% | 6.39% | $6.17亿 | 213.3万股 | $5.43亿 | 214.0万股 | -6,539股-0.31% | 减仓 |
 微软MSFT |
| 3.99% | 4.48% | $3.87亿 | 103.8万股 | $3.81亿 | 103.0万股 | +8,571股+0.83% | 加仓 |
 谷歌AGOOGL |
| 3.97% | 3.63% | $3.85亿 | 107.9万股 | $3.09亿 | 107.5万股 | +3,942股+0.37% | 加仓 |
 亚马逊AMZN |
| 3.56% | 3.56% | $3.46亿 | 145.2万股 | $3.03亿 | 145.5万股 | -3,876股-0.27% | 减仓 |
 博通AVGO |
| 2.81% | 2.6% | $2.73亿 | 72.2万股 | $2.21亿 | 71.5万股 | +6,420股+0.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.82% | 1.7% | $1.77亿 | 50.1万股 | $1.45亿 | 50.5万股 | -4,143股-0.82% | 减仓 |
 礼来LLY |
| 1.76% | 1.5% | $1.71亿 | 14.2万股 | $1.28亿 | 13.9万股 | +3,439股+2.48% | 加仓 |
 美光科技MU |
| 1.69% | 0.46% | $1.64亿 | 14.2万股 | $3,910.1万 | 11.6万股 | +2.6万股+22.84% | 加仓 |
 阿斯利康AZN |
| 1.66% | 1.92% | $1.62亿 | 86.3万股 | $1.63亿 | 84.2万股 | +2.1万股+2.50% | 加仓 |
 应用材料AMAT |
| 1.55% | 0.95% | $1.51亿 | 20.8万股 | $8,106.7万 | 23.7万股 | -2.9万股-12.16% | 减仓 |
 摩根大通JPM |
| 1.45% | 1.72% | $1.41亿 | 43.0万股 | $1.46亿 | 49.7万股 | -6.7万股-13.43% | 减仓 |
 Meta平台META |
| 1.33% | 1.49% | $1.29亿 | 23.0万股 | $1.27亿 | 22.2万股 | +8,222股+3.71% | 加仓 |
 VisaV |
| 1.23% | 1.19% | $1.20亿 | 34.9万股 | $1.01亿 | 33.5万股 | +1.4万股+4.06% | 加仓 |
 瑞银UBS |
| 1.23% | 0.59% | $1.19亿 | 240.1万股 | $5,036.2万 | 131.7万股 | +108.4万股+82.29% | 加仓 |
 特斯拉TSLA |
| 1.22% | 1.25% | $1.18亿 | 28.1万股 | $1.06亿 | 28.6万股 | -4,769股-1.67% | 减仓 |
 科磊KLAC |
| 1.14% | 0.21% | $1.11亿 | 36.7万股 | $1,800.0万 | 1.2万股 | +35.5万股+2,900.41% | 加仓 |
 AMD超威AMD |
| 1% | 0.41% | $9,698.2万 | 16.7万股 | $3,464.1万 | 17.0万股 | -3,334股-1.96% | 减仓 |
 联合健康UNH |
| 0.93% | 0.67% | $9,045.3万 | 21.8万股 | $5,728.2万 | 21.2万股 | +5,941股+2.81% | 加仓 |
 好市多COST |
| 0.86% | 1.22% | $8,300.1万 | 8.9万股 | $1.04亿 | 10.4万股 | -1.6万股-15.02% | 减仓 |
 泛林集团LRCX |
| 0.77% | 0.31% | $7,472.8万 | 17.2万股 | $2,663.8万 | 12.5万股 | +4.8万股+38.31% | 加仓 |
 强生JNJ |
| 0.75% | 0.83% | $7,320.2万 | 28.8万股 | $7,055.8万 | 28.9万股 | -424股-0.15% | 减仓 |
 斯伦贝谢SLB |
| 0.71% | 0.96% | $6,886.8万 | 148.1万股 | $8,126.2万 | 158.1万股 | -10.0万股-6.31% | 减仓 |
 卡特彼勒CAT |
| 0.68% | 0.47% | $6,574.5万 | 6.2万股 | $4,007.9万 | 5.7万股 | +5,166股+9.13% | 加仓 |
 英特尔INTC |
| 0.68% | 0.26% | $6,570.3万 | 47.1万股 | $2,241.7万 | 50.8万股 | -3.7万股-7.36% | 减仓 |
 NETFLIXNFLX |
| 0.66% | 1.03% | $6,399.5万 | 89.6万股 | $8,796.9万 | 91.5万股 | -1.9万股-2.03% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.65% | 0.84% | $6,296.7万 | 47.9万股 | $7,158.9万 | 52.6万股 | -4.8万股-9.03% | 减仓 |
 百事可乐PEP |
| 0.62% | 0.8% | $5,985.5万 | 44.2万股 | $6,807.1万 | 43.8万股 | +3,711股+0.85% | 加仓 |
 TJXTJX |
| 0.61% | 0.72% | $5,883.5万 | 38.8万股 | $6,134.2万 | 38.4万股 | +4,246股+1.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.75% | $5,862.6万 | 11.7万股 | $6,350.0万 | 13.3万股 | -1.5万股-11.58% | 减仓 |
 DANAHER DEL COMDHR |
| 0.58% | 0.75% | $5,651.0万 | 29.7万股 | $6,401.8万 | 33.8万股 | -4.1万股-12.13% | 减仓 |
 特灵科技TT |
| 0.52% | 0.59% | $5,040.7万 | 10.3万股 | $5,049.7万 | 12.1万股 | -1.9万股-15.30% | 减仓 |
 CHUBB LIMITEDCB |
| 0.52% | 0.56% | $5,002.7万 | 14.7万股 | $4,788.7万 | 14.7万股 | -102股-0.07% | 减仓 |
 BOOKING COMBKNG |
| 0.51% | 0.58% | $4,939.0万 | 27.7万股 | $4,901.6万 | 1.2万股 | +26.5万股+2,279.98% | 加仓 |
 艾伯维ABBV |
| 0.5% | 0.48% | $4,882.0万 | 19.4万股 | $4,048.4万 | 18.6万股 | +7,895股+4.24% | 加仓 |
 万事达MA |
| 0.5% | 0.57% | $4,880.2万 | 9.5万股 | $4,804.4万 | 9.6万股 | -1,131股-1.18% | 减仓 |
 思科CSCO |
| 0.49% | 0.4% | $4,724.8万 | 40.2万股 | $3,387.4万 | 43.7万股 | -3.4万股-7.86% | 减仓 |
| BBANK OF AMERBAC |
| 0.48% | 0.43% | $4,702.5万 | 82.5万股 | $3,631.5万 | 74.5万股 | +8.0万股+10.79% | 加仓 |
| T赛默飞世尔TMO |
| 0.48% | 0.6% | $4,697.6万 | 9.4万股 | $5,089.1万 | 10.4万股 | -9,824股-9.49% | 减仓 |
 ILLUMINAILMN |
| 0.45% | 0.39% | $4,331.7万 | 24.6万股 | $3,315.7万 | 26.9万股 | -2.3万股-8.43% | 减仓 |
 可口可乐KO |
| 0.42% | 0.47% | $4,071.5万 | 50.1万股 | $3,965.6万 | 52.1万股 | -2.0万股-3.92% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.41% | 0.47% | $3,993.0万 | 43.4万股 | $3,961.5万 | 42.9万股 | +4,453股+1.04% | 加仓 |
 AMETEK COMAME |
| 0.41% | 0.39% | $3,953.8万 | 16.3万股 | $3,349.9万 | 15.6万股 | +7,148股+4.57% | 加仓 |
 ACUITYAYI |
| 0.39% | 0.32% | $3,804.0万 | 10.1万股 | $2,738.7万 | 9.8万股 | +3,248股+3.32% | 加仓 |
 IDEXIEX |
| 0.39% | 0.38% | $3,768.3万 | 16.6万股 | $3,254.9万 | 17.2万股 | -5,669股-3.30% | 减仓 |
 PPG工业PPG |
| 0.38% | 0.43% | $3,689.7万 | 30.4万股 | $3,628.9万 | 34.0万股 | -3.5万股-10.39% | 减仓 |
 GE VernovaGEV |
| 0.38% | 0.32% | $3,653.2万 | 3.1万股 | $2,704.4万 | 3.1万股 | +114股+0.37% | 加仓 |
 标普全球SPGI |
| 0.37% | 0.62% | $3,558.8万 | 8.7万股 | $5,231.3万 | 12.3万股 | -3.6万股-28.94% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.37% | 0.47% | $3,553.1万 | 21.7万股 | $4,006.7万 | 23.2万股 | -1.5万股-6.44% | 减仓 |
 默沙东MRK |
| 0.36% | 0.39% | $3,534.8万 | 27.5万股 | $3,355.3万 | 27.9万股 | -3,835股-1.37% | 减仓 |
