 亚马逊AMZN |
| 4.37% | 3.96% | $3.83亿 | 212.1万股 | $3.33亿 | 219.4万股 | -7.3万股-3.31% | 减仓 |
 万事达MA |
| 3.31% | 3.15% | $2.90亿 | 60.2万股 | $2.65亿 | 62.2万股 | -2.0万股-3.21% | 减仓 |
 谷歌AGOOGL |
| 3.17% | 3.07% | $2.78亿 | 184.0万股 | $2.59亿 | 185.1万股 | -1.0万股-0.57% | 减仓 |
 台积电TSM |
| 2.92% | 2.33% | $2.56亿 | 188.3万股 | $1.96亿 | 188.5万股 | -1,608股-0.09% | 减仓 |
 强生JNJ |
| 2.86% | 3.02% | $2.51亿 | 158.6万股 | $2.55亿 | 162.4万股 | -3.9万股-2.37% | 减仓 |
 美光科技MU |
| 2.85% | 2.95% | $2.49亿 | 211.6万股 | $2.48亿 | 290.8万股 | -79.2万股-27.25% | 减仓 |
 L3哈里斯LHX |
| 2.51% | 2.65% | $2.20亿 | 103.4万股 | $2.23亿 | 106.1万股 | -2.7万股-2.55% | 减仓 |
 VisaV |
| 2.48% | 2.42% | $2.17亿 | 77.9万股 | $2.04亿 | 78.3万股 | -4,467股-0.57% | 减仓 |
 Meta平台META |
| 2.45% | 2.37% | $2.15亿 | 44.2万股 | $1.99亿 | 56.3万股 | -12.1万股-21.44% | 减仓 |
 阿斯利康AZN |
| 2.17% | 2.22% | $1.90亿 | 281.1万股 | $1.87亿 | 277.9万股 | +3.2万股+1.15% | 加仓 |
 可口可乐KO |
| 2.16% | 2.21% | $1.90亿 | 310.1万股 | $1.86亿 | 315.5万股 | -5.4万股-1.72% | 减仓 |
 艺电EA |
| 2.06% | 2.24% | $1.81亿 | 136.2万股 | $1.89亿 | 137.8万股 | -1.6万股-1.15% | 减仓 |
 微软MSFT |
| 1.77% | 1.67% | $1.55亿 | 36.8万股 | $1.40亿 | 37.3万股 | -5,365股-1.44% | 减仓 |
 穆迪MCO |
| 1.76% | 1.85% | $1.54亿 | 39.2万股 | $1.56亿 | 40.0万股 | -8,027股-2.01% | 减仓 |
| HHDFC BANKHDB |
| 1.67% | 0.71% | $1.46亿 | 261.1万股 | $6,017.9万 | 89.7万股 | +171.5万股+191.20% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.65% | — | $1.44亿 | 157.6万股 | $0 | 0股 | +157.6万股 | 新买入 |
 加拿大国家铁路CNI |
| 1.47% | 1% | $1.29亿 | 98.1万股 | $8,417.1万 | 67.0万股 | +31.1万股+46.37% | 加仓 |
 星座品牌STZ |
| 1.44% | 0.61% | $1.27亿 | 46.6万股 | $5,135.1万 | 21.2万股 | +25.3万股+119.32% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.44% | 1.25% | $1.26亿 | 91.7万股 | $1.06亿 | 82.2万股 | +9.5万股+11.49% | 加仓 |
 EVERGY COMEVRG |
| 1.33% | 1.35% | $1.16亿 | 218.1万股 | $1.14亿 | 218.4万股 | -2,499股-0.11% | 减仓 |
 美敦力MDT |
| 1.32% | 1.5% | $1.16亿 | 133.2万股 | $1.26亿 | 153.4万股 | -20.2万股-13.15% | 减仓 |
| SSPDR道富系列信托HYMB |
| 1.23% | — | $1.07亿 | 418.2万股 | $0 | 0股 | +418.2万股 | 新买入 |
 摩根大通JPM |
| 1.22% | 1.21% | $1.07亿 | 53.2万股 | $1.01亿 | 59.7万股 | -6.4万股-10.81% | 减仓 |
 COPART COMCPRT |
| 1.21% | 1.07% | $1.06亿 | 182.9万股 | $9,009.2万 | 183.9万股 | -9,285股-0.51% | 减仓 |
 标普全球SPGI |
| 1.19% | 0.97% | $1.04亿 | 24.5万股 | $8,157.7万 | 18.5万股 | +6.0万股+32.32% | 加仓 |
 联合太平洋铁路UNP |
| 1.17% | 1.27% | $1.03亿 | 41.8万股 | $1.07亿 | 43.5万股 | -1.7万股-4.01% | 减仓 |
 联合健康UNH |
| 1.15% | 0.46% | $1.01亿 | 20.4万股 | $3,886.9万 | 7.4万股 | +13.1万股+176.91% | 加仓 |
 诺华NVS |
| 1.15% | 1.27% | $1.01亿 | 104.2万股 | $1.07亿 | 105.7万股 | -1.5万股-1.39% | 减仓 |
 BioMarin制药BMRN |
| 1.15% | 1.31% | $1.01亿 | 115.4万股 | $1.10亿 | 114.5万股 | +8,672股+0.76% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.15% | 1.25% | $1.01亿 | 21.0万股 | $1.05亿 | 22.4万股 | -1.4万股-6.28% | 减仓 |
 CSX铁路CSX |
| 1.14% | 0.78% | $9,946.7万 | 268.3万股 | $6,566.5万 | 189.4万股 | +78.9万股+41.67% | 加仓 |
 HUMANA COMHUM |
| 1.13% | 0.31% | $9,887.1万 | 28.5万股 | $2,642.6万 | 5.8万股 | +22.7万股+394.02% | 加仓 |
 ServiceNowNOW |
| 1.11% | 1.57% | $9,708.9万 | 12.7万股 | $1.32亿 | 18.7万股 | -6.0万股-31.92% | 减仓 |
 福泰制药VRTX |
| 1.1% | 1.15% | $9,598.8万 | 23.0万股 | $9,655.9万 | 23.7万股 | -7,681股-3.24% | 减仓 |
 MascoMAS |
| 1.06% | 1.27% | $9,280.9万 | 117.7万股 | $1.07亿 | 160.3万股 | -42.6万股-26.59% | 减仓 |
 ALCON ORD SHSALC |
| 1.04% | 1.02% | $9,141.2万 | 109.8万股 | $8,618.0万 | 110.3万股 | -5,652股-0.51% | 减仓 |
 EquinixEQIX |
| 1.04% | 0.95% | $9,078.4万 | 11.0万股 | $8,006.4万 | 9.9万股 | +1.1万股+10.65% | 加仓 |
 直觉外科ISRG |
| 0.99% | 0.93% | $8,670.8万 | 21.7万股 | $7,795.8万 | 23.1万股 | -1.4万股-5.98% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.98% | 0.17% | $8,561.1万 | 234.0万股 | $1,392.8万 | 38.3万股 | +195.7万股+510.63% | 加仓 |
| T赛默飞世尔TMO |
| 0.95% | 0.92% | $8,358.1万 | 14.4万股 | $7,720.2万 | 14.5万股 | -1,642股-1.13% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.89% | 0.97% | $7,820.7万 | 111.7万股 | $8,195.8万 | 113.2万股 | -1.4万股-1.26% | 减仓 |
 家得宝HD |
| 0.75% | 0.77% | $6,589.2万 | 17.2万股 | $6,461.5万 | 18.6万股 | -1.5万股-7.87% | 减仓 |
 博通AVGO |
| 0.73% | 0.71% | $6,432.6万 | 4.9万股 | $6,010.6万 | 5.4万股 | -5,313股-9.87% | 减仓 |
| V先锋领航指数基金VOO |
| 0.67% | 0.68% | $5,839.2万 | 12.1万股 | $5,731.3万 | 13.1万股 | -9,739股-7.42% | 减仓 |
 默沙东MRK |
| 0.65% | 0.62% | $5,718.1万 | 43.3万股 | $5,209.1万 | 47.8万股 | -4.4万股-9.30% | 减仓 |
 应用材料AMAT |
| 0.59% | 0.52% | $5,144.4万 | 24.9万股 | $4,380.5万 | 27.0万股 | -2.1万股-7.71% | 减仓 |
 赛富时CRM |
| 0.56% | 0.82% | $4,897.7万 | 16.3万股 | $6,896.7万 | 26.2万股 | -9.9万股-37.96% | 减仓 |
 SBA通信SBAC |
| 0.54% | 0.66% | $4,771.7万 | 22.0万股 | $5,595.0万 | 22.1万股 | -346股-0.16% | 减仓 |
| IiShares安硕信托GVI |
| 0.54% | 0.56% | $4,743.8万 | 44.1万股 | $4,757.3万 | 43.9万股 | +2,056股+0.47% | 加仓 |
 卡特彼勒CAT |
| 0.54% | 0.49% | $4,700.7万 | 12.8万股 | $4,145.7万 | 14.0万股 | -1.2万股-8.51% | 减仓 |
