 英伟达NVDA |
| 8.88% | 8.35% | $5.34亿 | 266.6万股 | $4.74亿 | 272.0万股 | -5.3万股-1.95% | 减仓 |
 苹果AAPL |
| 8.58% | 5.71% | $5.15亿 | 178.0万股 | $3.24亿 | 127.7万股 | +50.3万股+39.37% | 加仓 |
 摩根大通JPM |
| 7.15% | 6.68% | $4.30亿 | 131.3万股 | $3.79亿 | 128.9万股 | +2.4万股+1.84% | 加仓 |
 谷歌AGOOGL |
| 6.15% | 3.64% | $3.69亿 | 103.3万股 | $2.07亿 | 72.0万股 | +31.3万股+43.53% | 加仓 |
 礼来LLY |
| 6.02% | — | $3.61亿 | 30.1万股 | $0 | 0股 | +30.1万股 | 新买入 |
 台积电TSM |
| 5.27% | 5.57% | $3.16亿 | 66.2万股 | $3.16亿 | 93.5万股 | -27.3万股-29.21% | 减仓 |
 卡特彼勒CAT |
| 5.02% | 4.39% | $3.02亿 | 28.3万股 | $2.49亿 | 35.2万股 | -6.8万股-19.42% | 减仓 |
 CHUBB LIMITEDCB |
| 4.65% | 4.04% | $2.79亿 | 82.0万股 | $2.29亿 | 70.4万股 | +11.6万股+16.49% | 加仓 |
 可口可乐KO |
| 4.63% | 5.54% | $2.78亿 | 341.9万股 | $3.15亿 | 413.9万股 | -72.0万股-17.40% | 减仓 |
 WELLTOWER COMWELL |
| 4.6% | 3.91% | $2.77亿 | 121.8万股 | $2.22亿 | 112.3万股 | +9.5万股+8.47% | 加仓 |
 ROSS STORES COMROST |
| 3.79% | — | $2.27亿 | 106.8万股 | $0 | 0股 | +106.8万股 | 新买入 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 3.76% | 2.74% | $2.26亿 | 64.5万股 | $1.56亿 | 55.2万股 | +9.3万股+16.81% | 加仓 |
 摩根士丹利MS |
| 3.58% | 2.74% | $2.15亿 | 102.9万股 | $1.55亿 | 94.5万股 | +8.5万股+8.95% | 加仓 |
 美光科技MU |
| 3.45% | — | $2.07亿 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 好市多COST |
| 3.44% | 3.72% | $2.07亿 | 22.1万股 | $2.11亿 | 21.2万股 | +9,180股+4.33% | 加仓 |
 微软MSFT |
| 3.37% | 6.39% | $2.02亿 | 54.3万股 | $3.63亿 | 98.1万股 | -43.8万股-44.69% | 减仓 |
 AMD超威AMD |
| 2.98% | — | $1.79亿 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 美国运通AXP |
| 2.86% | 2.91% | $1.72亿 | 50.7万股 | $1.65亿 | 54.7万股 | -4.0万股-7.28% | 减仓 |
 博通AVGO |
| 2.68% | 2.86% | $1.61亿 | 42.6万股 | $1.63亿 | 52.6万股 | -10.0万股-18.93% | 减仓 |
 派克汉尼汾PH |
| 2.62% | 3.88% | $1.58亿 | 16.1万股 | $2.20亿 | 24.6万股 | -8.5万股-34.51% | 减仓 |
 亚马逊AMZN |
| 2.52% | 1.83% | $1.51亿 | 63.5万股 | $1.04亿 | 50.0万股 | +13.5万股+27.05% | 加仓 |
 直觉外科ISRG |
| 2.22% | 4.51% | $1.33亿 | 33.5万股 | $2.56亿 | 55.5万股 | -22.1万股-39.76% | 减仓 |
 Meta平台META |
| 1.22% | 2.09% | $7,339.8万 | 13.0万股 | $1.19亿 | 20.7万股 | -7.7万股-37.13% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.2% | 0.14% | $1,186.5万 | 4.4万股 | $809.2万 | 3.5万股 | +9,017股+25.68% | 加仓 |
 沃尔玛WMT |
| 0.15% | 0.22% | $925.2万 | 8.2万股 | $1,275.2万 | 10.3万股 | -2.1万股-20.39% | 减仓 |
 CLEAN HARBORSCLH |
| 0.11% | — | $650.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 万事达MA |
| 0.1% | 0.24% | $603.1万 | 1.2万股 | $1,381.9万 | 2.8万股 | -1.6万股-57.54% | 减仓 |
