 Meta平台META |
| 12.03% | 4.74% | $5,915.2万 | 12.2万股 | $2,280.7万 | 8.0万股 | +4.2万股+52.64% | 加仓 |
 微软MSFT |
| 5.3% | 6.12% | $2,603.8万 | 9.2万股 | $2,946.8万 | 8.7万股 | +4,390股+5.04% | 加仓 |
 苹果AAPL |
| 3.08% | 4.35% | $1,515.0万 | 9.3万股 | $2,093.0万 | 10.9万股 | -1.6万股-14.93% | 减仓 |
 AMERICAN TOWER COMAMT |
| 2.47% | 2.28% | $1,214.3万 | 5.9万股 | $1,099.5万 | 5.6万股 | +2,953股+5.24% | 加仓 |
 默沙东MRK |
| 2.45% | 2.43% | $1,205.6万 | 10.8万股 | $1,170.4万 | 10.2万股 | +5,354股+5.23% | 加仓 |
 VisaV |
| 2.38% | 2.14% | $1,171.9万 | 5.1万股 | $1,031.6万 | 4.3万股 | +8,011股+18.48% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 2.16% | 1.51% | $1,060.0万 | 28.0万股 | $729.3万 | 17.5万股 | +10.5万股+60.07% | 加仓 |
 ADOBE COMADBE |
| 2.15% | 1.93% | $1,057.7万 | 2.8万股 | $931.9万 | 1.9万股 | +8,481股+44.16% | 加仓 |
 谷歌AGOOGL |
| 2.13% | 2.96% | $1,049.0万 | 10.0万股 | $1,423.8万 | 11.9万股 | -1.8万股-15.44% | 减仓 |
 亚马逊AMZN |
| 2.08% | 2.99% | $1,020.4万 | 10.1万股 | $1,441.2万 | 11.1万股 | -9,741股-8.80% | 减仓 |
 家得宝HD |
| 2.05% | 2.34% | $1,006.7万 | 3.5万股 | $1,126.4万 | 3.6万股 | -1,461股-4.02% | 减仓 |
 NETFLIXNFLX |
| 1.98% | 2.61% | $974.0万 | 2.8万股 | $1,255.9万 | 2.8万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.98% | 2.41% | $971.5万 | 10.5万股 | $1,162.8万 | 10.0万股 | +4,560股+4.54% | 加仓 |
 辉瑞PFE |
| 1.9% | 2.11% | $931.7万 | 22.4万股 | $1,014.4万 | 27.7万股 | -5.3万股-18.98% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.8% | 1.86% | $885.4万 | 8.3万股 | $894.6万 | 7.9万股 | +4,143股+5.23% | 加仓 |
| AAT&TT |
| 1.79% | 1.9% | $881.0万 | 44.3万股 | $914.4万 | 56.7万股 | -12.4万股-21.88% | 减仓 |
 可口可乐KO |
| 1.76% | 2.55% | $865.9万 | 13.8万股 | $1,227.5万 | 20.3万股 | -6.5万股-31.96% | 减仓 |
 阿格尼科鹰矿AEM |
| 1.73% | 2.15% | $852.2万 | 15.2万股 | $1,036.8万 | 20.5万股 | -5.3万股-25.74% | 减仓 |
 DANAHER DEL COMDHR |
| 1.61% | 1.52% | $790.7万 | 3.2万股 | $731.7万 | 3.1万股 | +1,023股+3.31% | 加仓 |
| B纽约梅隆银行BK |
| 1.58% | 2.09% | $777.6万 | 17.3万股 | $1,006.9万 | 22.3万股 | -5.0万股-22.44% | 减仓 |
| IIBMIBM |
| 1.55% | 1.53% | $762.5万 | 5.8万股 | $734.8万 | 5.5万股 | +2,735股+4.98% | 加仓 |
 迪士尼DIS |
| 1.54% | 0.82% | $758.1万 | 7.6万股 | $397.3万 | 4.4万股 | +3.2万股+72.82% | 加仓 |
 美国电力AEP |
| 1.5% | 1.85% | $738.1万 | 7.8万股 | $892.4万 | 10.5万股 | -2.7万股-25.36% | 减仓 |
 CHUBB LIMITEDCB |
| 1.45% | 1.38% | $713.9万 | 3.6万股 | $664.6万 | 3.5万股 | +1,860股+5.38% | 加仓 |
 赛富时CRM |
| 1.44% | 1.55% | $707.3万 | 3.6万股 | $748.7万 | 3.5万股 | +837股+2.37% | 加仓 |
 贝克休斯BKR |
| 1.39% | 1.49% | $684.3万 | 23.6万股 | $717.4万 | 22.7万股 | +8,604股+3.79% | 加仓 |
 思科CSCO |
| 1.38% | 0.26% | $680.2万 | 13.1万股 | $126.3万 | 2.4万股 | +10.7万股+438.67% | 加仓 |
 美光科技MU |
| 1.32% | 0.72% | $651.3万 | 5.5万股 | $348.6万 | 5.5万股 | +631股+1.16% | 加仓 |
| EEVERPURE CL AEVPR |
| 1.32% | 0.54% | $649.2万 | 12.5万股 | $260.8万 | 7.0万股 | +5.5万股+77.57% | 加仓 |
 芝加哥商品交易所CME |
| 1.29% | 1.17% | $634.5万 | 3.3万股 | $565.7万 | 3.0万股 | +2,116股+6.96% | 加仓 |
| N新纪元能源NEE |
| 1.27% | 1.41% | $624.3万 | 8.0万股 | $678.4万 | 9.1万股 | -1.2万股-12.62% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 1.21% | 1.5% | $592.8万 | 3.8万股 | $721.8万 | 3.6万股 | +2,041股+5.60% | 加仓 |
 慧与HPEHPE |
| 1.16% | 1.47% | $570.0万 | 35.8万股 | $707.1万 | 42.3万股 | -6.5万股-15.33% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.13% | 2.03% | $556.2万 | 11.0万股 | $975.9万 | 18.2万股 | -7.3万股-39.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 2.98% | $513.8万 | 4.9万股 | $1,434.5万 | 11.9万股 | -7.0万股-58.86% | 减仓 |
 欧特克ADSK |
| 1.02% | 1.01% | $501.0万 | 2.5万股 | $487.7万 | 2.4万股 | +1,418股+5.92% | 加仓 |
 TARGET COMTGT |
| 1.02% | 0.22% | $499.7万 | 3.0万股 | $104.2万 | 7,729股 | +2.3万股+291.23% | 加仓 |
| NNATIONAL INSTRUMENTS |
| 0.97% | 1.54% | $477.1万 | 9.1万股 | $742.4万 | 12.9万股 | -3.9万股-29.79% | 减仓 |
 斯伦贝谢SLB |
| 0.96% | 0.91% | $473.3万 | 9.3万股 | $438.2万 | 8.9万股 | +4,774股+5.39% | 加仓 |
 CDWCDW |
| 0.77% | 0.73% | $379.0万 | 2.0万股 | $353.0万 | 1.9万股 | +898股+4.66% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.76% | — | $371.3万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.75% | 0.65% | $368.2万 | 6,894股 | $312.4万 | 6,545股 | +349股+5.33% | 加仓 |
 IQVIAIQV |
| 0.72% | — | $352.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| SSPIRIT AEROSYSTEMS HLDGS INCS9Q |
| 0.71% | — | $349.1万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 美敦力MDT |
| 0.68% | 1.84% | $335.5万 | 4.2万股 | $884.6万 | 10.2万股 | -6.0万股-58.83% | 减仓 |
 伊顿ETN |
| 0.68% | 1.1% | $332.2万 | 2.1万股 | $531.2万 | 2.6万股 | -5,514股-20.83% | 减仓 |
 LAS VEGAS SANDS COMLVS |
| 0.68% | 0.68% | $332.0万 | 5.9万股 | $327.8万 | 5.6万股 | +2,749股+4.91% | 加仓 |
 TJXTJX |
| 0.67% | 0.95% | $330.6万 | 4.2万股 | $456.7万 | 5.4万股 | -1.2万股-21.86% | 减仓 |
 ORGANON & CO COMMON STOCKOGN |
| 0.66% | 0.58% | $326.2万 | 13.8万股 | $277.8万 | 13.5万股 | +2,948股+2.18% | 加仓 |
 ROSS STORES COMROST |
| 0.64% | 0.67% | $315.2万 | 3.0万股 | $322.0万 | 2.9万股 | +635股+2.19% | 加仓 |
