 应用材料AMAT |
| 2.04% | 1.21% | $1.94亿 | 26.9万股 | $1.01亿 | 29.4万股 | -2.5万股-8.61% | 减仓 |
 泛林集团LRCX |
| 1.75% | 1.21% | $1.67亿 | 38.4万股 | $1.01亿 | 47.2万股 | -8.8万股-18.63% | 减仓 |
 科磊KLAC |
| 1.67% | 1.02% | $1.59亿 | 52.6万股 | $8,453.1万 | 5.7万股 | +46.9万股+816.94% | 加仓 |
| MMUELLER INDSMLI |
| 1.6% | 0.85% | $1.53亿 | 124.3万股 | $7,036.9万 | 63.5万股 | +60.7万股+95.64% | 加仓 |
 英伟达NVDA |
| 1.49% | 1.47% | $1.42亿 | 71.0万股 | $1.23亿 | 70.4万股 | +5,886股+0.84% | 加仓 |
 CHUBB LIMITEDCB |
| 1.45% | 1.6% | $1.38亿 | 40.4万股 | $1.33亿 | 40.9万股 | -4,611股-1.13% | 减仓 |
 微软MSFT |
| 1.36% | 1.33% | $1.30亿 | 34.8万股 | $1.11亿 | 29.9万股 | +4.9万股+16.47% | 加仓 |
 CINCINNATI FINL COMCINF |
| 1.24% | 1.01% | $1.18亿 | 63.7万股 | $8,376.4万 | 53.2万股 | +10.5万股+19.72% | 加仓 |
 苹果AAPL |
| 1.22% | 1.03% | $1.17亿 | 40.3万股 | $8,594.9万 | 33.9万股 | +6.4万股+19.05% | 加仓 |
 ADPADP |
| 1.18% | 1.01% | $1.12亿 | 50.0万股 | $8,414.0万 | 41.4万股 | +8.6万股+20.68% | 加仓 |
 谷歌AGOOGL |
| 1.13% | 1.11% | $1.08亿 | 30.2万股 | $9,212.8万 | 32.0万股 | -1.8万股-5.74% | 减仓 |
| IIBMIBM |
| 1.05% | 0.88% | $1.00亿 | 35.7万股 | $7,292.2万 | 30.1万股 | +5.6万股+18.70% | 加仓 |
 GE VernovaGEV |
| 1.04% | 0.95% | $9,949.8万 | 8.5万股 | $7,904.1万 | 9.1万股 | -5,861股-6.47% | 减仓 |
 GE航空GE |
| 0.93% | 0.78% | $8,872.5万 | 23.7万股 | $6,472.3万 | 22.8万股 | +9,320股+4.09% | 加仓 |
 美光科技MU |
| 0.92% | 0.23% | $8,787.3万 | 7.6万股 | $1,906.3万 | 5.6万股 | +2.0万股+34.91% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.88% | 0.75% | $8,393.9万 | 36.0万股 | $6,248.6万 | 34.3万股 | +1.7万股+5.07% | 加仓 |
 AFLAC COMAFL |
| 0.88% | 0.81% | $8,362.5万 | 71.3万股 | $6,737.8万 | 61.4万股 | +9.9万股+16.13% | 加仓 |
 摩根大通JPM |
| 0.88% | 0.84% | $8,358.8万 | 25.5万股 | $6,998.9万 | 23.8万股 | +1.7万股+7.33% | 加仓 |
 卡特彼勒CAT |
| 0.85% | 0.81% | $8,100.3万 | 7.6万股 | $6,758.1万 | 9.5万股 | -1.9万股-20.26% | 减仓 |
 实耐宝SNA |
| 0.84% | 0.81% | $7,964.2万 | 19.8万股 | $6,703.6万 | 18.5万股 | +1.3万股+7.24% | 加仓 |
 VisaV |
| 0.82% | 0.74% | $7,825.0万 | 22.8万股 | $6,131.5万 | 20.3万股 | +2.5万股+12.42% | 加仓 |
| B纽约梅隆银行BK |
| 0.8% | 0.75% | $7,638.8万 | 52.8万股 | $6,271.3万 | 52.9万股 | -409股-0.08% | 减仓 |
| BBANK OF AMERBAC |
| 0.8% | 0.56% | $7,630.0万 | 133.9万股 | $4,691.2万 | 96.2万股 | +37.7万股+39.15% | 加仓 |
 Meta平台META |
| 0.8% | 0.85% | $7,590.2万 | 13.5万股 | $7,038.5万 | 12.3万股 | +1.2万股+9.53% | 加仓 |
 多佛DOV |
| 0.78% | 1.04% | $7,388.9万 | 32.9万股 | $8,699.5万 | 41.7万股 | -8.8万股-21.06% | 减仓 |
 雅培ABT |
| 0.77% | 0.98% | $7,310.4万 | 80.6万股 | $8,188.2万 | 79.8万股 | +8,114股+1.02% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.76% | 0.54% | $7,262.9万 | 95.5万股 | $4,475.8万 | 65.8万股 | +29.7万股+45.14% | 加仓 |
 林德LIN |
| 0.76% | 0.94% | $7,223.3万 | 13.9万股 | $7,850.4万 | 15.8万股 | -1.9万股-12.10% | 减仓 |
 ROSS STORES COMROST |
| 0.75% | 0.89% | $7,171.0万 | 33.7万股 | $7,389.0万 | 34.1万股 | -4,185股-1.23% | 减仓 |
 好事达ALL |
| 0.75% | 0.66% | $7,128.3万 | 30.0万股 | $5,517.9万 | 26.6万股 | +3.3万股+12.57% | 加仓 |
 TRAVELERS COSTRV |
| 0.75% | 0.68% | $7,106.1万 | 21.5万股 | $5,681.8万 | 19.5万股 | +2.0万股+10.50% | 加仓 |
 好市多COST |
| 0.73% | 0.64% | $6,922.1万 | 7.4万股 | $5,351.9万 | 5.4万股 | +2.0万股+37.77% | 加仓 |
 美国运通AXP |
| 0.72% | 0.67% | $6,866.1万 | 20.3万股 | $5,599.7万 | 18.5万股 | +1.8万股+9.65% | 加仓 |
 博通AVGO |
| 0.72% | 0.6% | $6,813.1万 | 18.0万股 | $4,992.1万 | 16.1万股 | +1.9万股+11.82% | 加仓 |
 艾伯维ABBV |
| 0.71% | 0.71% | $6,752.0万 | 26.8万股 | $5,921.5万 | 27.2万股 | -3,946股-1.45% | 减仓 |
 强生JNJ |
| 0.69% | 1.07% | $6,584.8万 | 25.9万股 | $8,869.3万 | 36.3万股 | -10.4万股-28.54% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.69% | 0.61% | $6,554.7万 | 18.3万股 | $5,086.7万 | 20.3万股 | -2.0万股-10.04% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.69% | 0.51% | $6,547.4万 | 73.8万股 | $4,276.0万 | 48.4万股 | +25.5万股+52.67% | 加仓 |
 可口可乐KO |
| 0.67% | 0.77% | $6,405.1万 | 78.8万股 | $6,448.0万 | 84.8万股 | -6.0万股-7.05% | 减仓 |
 贝克休斯BKR |
| 0.66% | 0.85% | $6,280.5万 | 113.2万股 | $7,108.8万 | 116.4万股 | -3.3万股-2.82% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.65% | 0.57% | $6,237.5万 | 54.9万股 | $4,758.5万 | 52.8万股 | +2.1万股+3.93% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.65% | 0.67% | $6,199.6万 | 46.8万股 | $5,599.5万 | 41.4万股 | +5.4万股+12.98% | 加仓 |
 宝洁PG |
| 0.65% | 0.74% | $6,153.5万 | 42.0万股 | $6,148.8万 | 42.6万股 | -6,065股-1.42% | 减仓 |
 埃克森美孚XOM |
| 0.64% | 1.03% | $6,099.0万 | 44.6万股 | $8,558.6万 | 50.4万股 | -5.8万股-11.57% | 减仓 |
 REGIONS FINANCIAL NEW COMRF |
| 0.63% | 0.39% | $6,014.7万 | 199.2万股 | $3,269.4万 | 125.2万股 | +74.0万股+59.11% | 加仓 |
 史丹利百得SWK |
| 0.63% | 0.53% | $5,993.9万 | 63.7万股 | $4,404.8万 | 62.0万股 | +1.7万股+2.74% | 加仓 |
 ExpediaEXPE |
| 0.63% | 0.4% | $5,984.0万 | 23.4万股 | $3,293.3万 | 14.3万股 | +9.1万股+63.95% | 加仓 |
 富兰克林资源BEN |
| 0.62% | 0.58% | $5,930.8万 | 178.3万股 | $4,802.3万 | 203.3万股 | -25.1万股-12.32% | 减仓 |
 赛富时CRM |
| 0.62% | 0.68% | $5,859.0万 | 37.4万股 | $5,621.4万 | 30.1万股 | +7.3万股+24.19% | 加仓 |
| N新纪元能源NEE |
| 0.6% | 0.82% | $5,746.0万 | 65.5万股 | $6,820.9万 | 73.4万股 | -8.0万股-10.85% | 减仓 |
