 英伟达NVDA |
| 3.77% | 3.69% | $76.85亿 | 3,840.6万股 | $69.06亿 | 3,959.8万股 | -119.2万股-3.01% | 减仓 |
 苹果AAPL |
| 3.05% | 2.89% | $62.07亿 | 2,145.2万股 | $54.17亿 | 2,134.3万股 | +10.9万股+0.51% | 加仓 |
 微软MSFT |
| 2.52% | 2.97% | $51.26亿 | 1,374.1万股 | $55.59亿 | 1,501.7万股 | -127.6万股-8.50% | 减仓 |
 亚马逊AMZN |
| 2% | 2.13% | $40.72亿 | 1,708.5万股 | $39.88亿 | 1,914.9万股 | -206.4万股-10.78% | 减仓 |
 谷歌AGOOGL |
| 1.82% | 1.71% | $37.03亿 | 1,036.2万股 | $31.95亿 | 1,111.1万股 | -74.9万股-6.74% | 减仓 |
 博通AVGO |
| 1.62% | 1.44% | $32.95亿 | 872.4万股 | $26.99亿 | 872.0万股 | +3,408股+0.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.24% | 1.1% | $25.34亿 | 717.2万股 | $20.60亿 | 718.2万股 | -1.0万股-0.14% | 减仓 |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 1.18% | 1.04% | $23.94亿 | 3,229.9万股 | $19.40亿 | 3,015.4万股 | +214.5万股+7.11% | 加仓 |
 布鲁克菲尔德BN |
| 1.15% | 1.38% | $23.45亿 | 5,505.7万股 | $25.83亿 | 6,382.3万股 | -876.6万股-13.73% | 减仓 |
 Meta平台META |
| 1.12% | 1.27% | $22.91亿 | 406.7万股 | $23.75亿 | 415.1万股 | -8.5万股-2.05% | 减仓 |
 TransDigmTDG |
| 1.12% | 1.25% | $22.77亿 | 170.9万股 | $23.34亿 | 201.4万股 | -30.5万股-15.13% | 减仓 |
 WELLTOWER COMWELL |
| 1.09% | 1.01% | $22.28亿 | 981.5万股 | $18.99亿 | 960.7万股 | +20.8万股+2.16% | 加仓 |
 HEICOHEI |
| 0.98% | <0.01% | $19.88亿 | 770.8万股 | $52.2万 | 1,903股 | +770.6万股+404,934.73% | 加仓 |
 EquinixEQIX |
| 0.97% | 1.04% | $19.83亿 | 190.2万股 | $19.41亿 | 198.0万股 | -7.8万股-3.96% | 减仓 |
 美光科技MU |
| 0.95% | 0.28% | $19.33亿 | 167.5万股 | $5.31亿 | 157.3万股 | +10.2万股+6.48% | 加仓 |
 希尔顿HLT |
| 0.95% | 1.07% | $19.29亿 | 583.6万股 | $20.08亿 | 660.3万股 | -76.7万股-11.61% | 减仓 |
 Live NationLYV |
| 0.9% | 0.9% | $18.25亿 | 996.7万股 | $16.92亿 | 1,109.5万股 | -112.8万股-10.17% | 减仓 |
| IiShares安硕信托IVV |
| 0.89% | 0.86% | $18.15亿 | 242.3万股 | $16.02亿 | 245.3万股 | -3.0万股-1.21% | 减仓 |
| KKKR & COMKKR |
| 0.89% | 0.96% | $18.06亿 | 1,967.7万股 | $18.04亿 | 1,950.8万股 | +16.9万股+0.87% | 加仓 |
 Vulcan材料VMC |
| 0.79% | 0.97% | $16.13亿 | 546.7万股 | $18.09亿 | 664.2万股 | -117.5万股-17.70% | 减仓 |
| PPRINCIPAL EXCHANGE TRADED FDLCAP |
| 0.79% | 0.04% | $16.11亿 | 4,856.2万股 | $8,412.5万 | 290.2万股 | +4,566.0万股+1,573.48% | 加仓 |
 VisaV |
| 0.79% | 0.78% | $16.10亿 | 469.3万股 | $14.65亿 | 484.8万股 | -15.5万股-3.20% | 减仓 |
 特斯拉TSLA |
| 0.78% | 0.76% | $15.90亿 | 378.1万股 | $14.14亿 | 380.3万股 | -2.2万股-0.58% | 减仓 |
 摩根大通JPM |
| 0.78% | 0.78% | $15.79亿 | 482.4万股 | $14.60亿 | 496.2万股 | -13.8万股-2.78% | 减仓 |
 礼来LLY |
| 0.74% | 0.6% | $15.06亿 | 125.6万股 | $11.28亿 | 122.7万股 | +2.9万股+2.37% | 加仓 |
| PPROLOGIS COMPLD |
| 0.68% | 0.74% | $13.81亿 | 1,019.4万股 | $13.89亿 | 1,050.6万股 | -31.3万股-2.98% | 减仓 |
| CCBRE CL ACBRE |
| 0.68% | 0.71% | $13.80亿 | 1,024.4万股 | $13.37亿 | 987.0万股 | +37.4万股+3.79% | 加仓 |
 TECK RESOURCESTECK |
| 0.67% | 0.61% | $13.69亿 | 2,300.0万股 | $11.39亿 | 2,204.4万股 | +95.6万股+4.34% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.64% | 0.89% | $13.08亿 | 1,420.8万股 | $16.68亿 | 1,806.6万股 | -385.8万股-21.35% | 减仓 |
 VENTAS COMVTR |
| 0.61% | 0.67% | $12.41亿 | 1,397.0万股 | $12.54亿 | 1,533.5万股 | -136.5万股-8.90% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.6% | 0.66% | $12.21亿 | 211.6万股 | $12.33亿 | 209.4万股 | +2.2万股+1.07% | 加仓 |
 万事达MA |
| 0.59% | 0.65% | $12.10亿 | 235.6万股 | $12.18亿 | 243.7万股 | -8.1万股-3.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.61% | $11.97亿 | 239.2万股 | $11.45亿 | 239.0万股 | +1,650股+0.07% | 加仓 |
 AMD超威AMD |
| 0.58% | 0.2% | $11.86亿 | 204.1万股 | $3.79亿 | 186.1万股 | +18.0万股+9.68% | 加仓 |
| EENTEGRISENTG |
| 0.53% | 0.37% | $10.71亿 | 595.6万股 | $6.90亿 | 588.5万股 | +7.0万股+1.20% | 加仓 |
 好市多COST |
| 0.5% | 0.61% | $10.22亿 | 109.2万股 | $11.37亿 | 114.1万股 | -4.8万股-4.22% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.5% | 0.54% | $10.09亿 | 1,572.2万股 | $10.18亿 | 1,560.9万股 | +11.3万股+0.72% | 加仓 |
 台积电TSM |
| 0.46% | 0.35% | $9.41亿 | 197.1万股 | $6.65亿 | 196.7万股 | +4,444股+0.23% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.46% | 0.55% | $9.39亿 | 574.2万股 | $10.21亿 | 591.5万股 | -17.2万股-2.91% | 减仓 |
| PPRINCIPAL EXCHANGE TRADED FDPSC |
| 0.44% | 0.38% | $9.05亿 | 1,291.0万股 | $7.19亿 | 1,254.9万股 | +36.1万股+2.88% | 加仓 |
 VeevaVEEV |
| 0.43% | 0.39% | $8.84亿 | 497.9万股 | $7.28亿 | 414.2万股 | +83.8万股+20.23% | 加仓 |
| PPRINCIPAL EXCHANGE TRADED FDPIEQ |
| 0.43% | 0.56% | $8.81亿 | 2,466.6万股 | $10.53亿 | 3,158.8万股 | -692.2万股-21.91% | 减仓 |
 Extra SpaceEXR |
| 0.43% | 0.45% | $8.80亿 | 605.7万股 | $8.43亿 | 643.0万股 | -37.3万股-5.80% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.43% | 0.52% | $8.68亿 | 2,377.7万股 | $9.74亿 | 2,697.9万股 | -320.3万股-11.87% | 减仓 |
| YYUM CHINAYUMC |
| 0.42% | 0.59% | $8.61亿 | 2,113.0万股 | $11.11亿 | 2,260.7万股 | -147.6万股-6.53% | 减仓 |
 强生JNJ |
| 0.42% | 0.44% | $8.59亿 | 338.4万股 | $8.24亿 | 337.2万股 | +1.2万股+0.37% | 加仓 |
 凯悦H |
| 0.42% | 0.36% | $8.59亿 | 443.0万股 | $6.79亿 | 472.1万股 | -29.1万股-6.17% | 减仓 |
 森科能源SU |
| 0.42% | 0.62% | $8.56亿 | 1,592.5万股 | $11.66亿 | 1,768.1万股 | -175.6万股-9.93% | 减仓 |
 泛林集团LRCX |
| 0.41% | 0.21% | $8.34亿 | 192.5万股 | $3.93亿 | 184.0万股 | +8.5万股+4.63% | 加仓 |
 埃克森美孚XOM |
| 0.4% | 0.55% | $8.22亿 | 601.3万股 | $10.35亿 | 610.0万股 | -8.7万股-1.43% | 减仓 |
