 英伟达NVDA |
| 7.49% | 6.16% | $4.19亿 | 209.2万股 | $3.27亿 | 187.5万股 | +21.7万股+11.58% | 加仓 |
 谷歌AGOOGL |
| 5.5% | 4.86% | $3.07亿 | 86.0万股 | $2.58亿 | 89.8万股 | -3.8万股-4.18% | 减仓 |
 苹果AAPL |
| 4.91% | 4.46% | $2.74亿 | 94.8万股 | $2.37亿 | 93.3万股 | +1.5万股+1.62% | 加仓 |
 微软MSFT |
| 4.23% | 4.45% | $2.37亿 | 63.4万股 | $2.36亿 | 63.8万股 | -3,800股-0.60% | 减仓 |
 亚马逊AMZN |
| 3.97% | 5.76% | $2.22亿 | 93.0万股 | $3.06亿 | 146.9万股 | -53.9万股-36.66% | 减仓 |
 Meta平台META |
| 2.32% | 2.63% | $1.30亿 | 23.0万股 | $1.40亿 | 24.4万股 | -1.4万股-5.55% | 减仓 |
 博通AVGO |
| 2.31% | 1.75% | $1.29亿 | 34.2万股 | $9,279.7万 | 30.0万股 | +4.3万股+14.20% | 加仓 |
 泛林集团LRCX |
| 2.21% | 1.34% | $1.24亿 | 28.6万股 | $7,085.8万 | 33.2万股 | -4.6万股-13.89% | 减仓 |
 林德LIN |
| 1.82% | 1.83% | $1.02亿 | 19.6万股 | $9,728.5万 | 19.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.66% | 1.26% | $9,270.0万 | 28.3万股 | $6,712.4万 | 22.8万股 | +5.5万股+24.11% | 加仓 |
 VisaV |
| 1.65% | 1.53% | $9,216.7万 | 26.9万股 | $8,121.7万 | 26.9万股 | -80股-0.03% | 减仓 |
 万事达MA |
| 1.39% | 1.55% | $7,744.5万 | 15.1万股 | $8,223.8万 | 16.5万股 | -1.4万股-8.38% | 减仓 |
 礼来LLY |
| 1.36% | 1.1% | $7,621.7万 | 6.4万股 | $5,837.2万 | 6.3万股 | +80股+0.13% | 加仓 |
 万豪MAR |
| 1.27% | 1.46% | $7,100.4万 | 19.2万股 | $7,774.7万 | 23.8万股 | -4.6万股-19.40% | 减仓 |
 安费诺APH |
| 1.27% | 1.02% | $7,091.7万 | 40.2万股 | $5,399.4万 | 42.7万股 | -2.5万股-5.88% | 减仓 |
| C花旗集团C |
| 1.27% | 4.52% | $7,088.4万 | 50.6万股 | $2.40亿 | 211.7万股 | -161.1万股-76.08% | 减仓 |
 思科CSCO |
| 1.26% | 1.27% | $7,013.9万 | 59.7万股 | $6,742.8万 | 86.9万股 | -27.2万股-31.29% | 减仓 |
 应用材料AMAT |
| 1.25% | 0.62% | $6,963.1万 | 9.6万股 | $3,293.1万 | 9.6万股 | -40股-0.04% | 减仓 |
| T赛默飞世尔TMO |
| 1.22% | 1.26% | $6,815.1万 | 13.6万股 | $6,681.5万 | 13.6万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 1.14% | 0.88% | $6,383.1万 | 34.5万股 | $4,669.8万 | 36.3万股 | -1.7万股-4.74% | 减仓 |
 百时美施贵宝BMY |
| 1.11% | 1.08% | $6,177.5万 | 107.2万股 | $5,707.2万 | 94.1万股 | +13.1万股+13.93% | 加仓 |
 雅培ABT |
| 1.08% | 1.29% | $6,040.2万 | 66.6万股 | $6,834.4万 | 66.6万股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 1.06% | 1.06% | $5,899.2万 | 10.5万股 | $5,613.0万 | 10.4万股 | +1,200股+1.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.88% | $5,872.9万 | 16.6万股 | $4,664.8万 | 16.3万股 | +3,600股+2.21% | 加仓 |
 德州仪器TXN |
| 1.05% | 0.72% | $5,858.2万 | 19.7万股 | $3,815.6万 | 19.7万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.05% | 0.58% | $5,857.2万 | 13.6万股 | $3,061.9万 | 18.7万股 | -5.1万股-27.23% | 减仓 |
 好市多COST |
| 1.04% | 1.08% | $5,820.4万 | 6.2万股 | $5,725.3万 | 5.7万股 | +4,761股+8.29% | 加仓 |
 穆迪MCO |
| 1.04% | 1.05% | $5,811.3万 | 12.8万股 | $5,597.4万 | 12.8万股 | 00.00% | 持仓不变 |
 REPUBLIC SVCSRSG |
| 0.99% | 0.92% | $5,536.4万 | 26.0万股 | $4,874.8万 | 22.3万股 | +3.7万股+16.74% | 加仓 |
 汽车地带AZO |
| 0.96% | 1.07% | $5,389.3万 | 1.7万股 | $5,696.0万 | 1.7万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.92% | 1.15% | $5,163.3万 | 121.9万股 | $6,121.8万 | 121.9万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.9% | 1.13% | $5,054.0万 | 39.3万股 | $6,012.2万 | 50.0万股 | -10.7万股-21.31% | 减仓 |
 ADOBE COMADBE |
| 0.88% | 1.1% | $4,939.4万 | 24.1万股 | $5,844.6万 | 24.0万股 | +480股+0.20% | 加仓 |
 赛富时CRM |
| 0.87% | 1.07% | $4,862.8万 | 31.0万股 | $5,701.0万 | 30.5万股 | +5,000股+1.64% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.85% | 1.05% | $4,751.0万 | 193.5万股 | $5,556.1万 | 193.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.85% | 0.03% | $4,734.9万 | 4.1万股 | $172.3万 | 5,100股 | +3.6万股+704.31% | 加仓 |
 沃尔玛WMT |
| 0.85% | 0.89% | $4,725.9万 | 41.7万股 | $4,697.7万 | 37.8万股 | +3.9万股+10.39% | 加仓 |
 TRAVELERS COSTRV |
| 0.84% | — | $4,677.1万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
| GGILEAD SCIENCES COMGILD |
| 0.81% | 0.96% | $4,528.0万 | 35.8万股 | $5,092.5万 | 36.5万股 | -7,000股-1.92% | 减仓 |
| AAT&TT |
| 0.8% | 1.04% | $4,452.9万 | 215.1万股 | $5,515.2万 | 190.2万股 | +24.9万股+13.07% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.79% | 0.8% | $4,415.6万 | 53.4万股 | $4,253.7万 | 53.4万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.78% | 0.97% | $4,383.0万 | 11.2万股 | $5,170.5万 | 10.9万股 | +3,160股+2.89% | 加仓 |
 直觉外科ISRG |
| 0.78% | 0.95% | $4,361.5万 | 11.0万股 | $5,055.9万 | 11.0万股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.76% | 0.71% | $4,248.0万 | 47.0万股 | $3,760.6万 | 47.0万股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.74% | 0.73% | $4,109.3万 | 44.0万股 | $3,894.5万 | 36.0万股 | +8.0万股+22.29% | 加仓 |
| CCIGNALIBD |
| 0.69% | 0.62% | $3,844.3万 | 13.9万股 | $3,304.7万 | 12.4万股 | +1.6万股+12.56% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.68% | 0.74% | $3,772.6万 | 18.7万股 | $3,913.4万 | 18.7万股 | -100股-0.05% | 减仓 |
 联邦快递FDX |
| 0.66% | 0.69% | $3,715.3万 | 11.9万股 | $3,650.5万 | 10.2万股 | +1.6万股+15.77% | 加仓 |
 宣伟SHW |
| 0.66% | 0.65% | $3,713.6万 | 10.8万股 | $3,457.2万 | 10.8万股 | 00.00% | 持仓不变 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.66% | 0.53% | $3,680.2万 | 42.3万股 | $2,835.9万 | 42.3万股 | 00.00% | 持仓不变 |
