 英伟达NVDA |
| 6.54% | 4.47% | $4.02亿 | 200.8万股 | $2.13亿 | 122.2万股 | +78.6万股+64.29% | 加仓 |
 亚马逊AMZN |
| 6.48% | 5.13% | $3.98亿 | 167.0万股 | $2.45亿 | 117.6万股 | +49.4万股+41.99% | 加仓 |
 微软MSFT |
| 6.18% | 5.74% | $3.79亿 | 101.7万股 | $2.74亿 | 74.0万股 | +27.7万股+37.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.65% | 3.75% | $3.47亿 | 98.2万股 | $1.79亿 | 62.4万股 | +35.8万股+57.46% | 加仓 |
 苹果AAPL |
| 5.39% | 2.88% | $3.31亿 | 114.4万股 | $1.37亿 | 54.1万股 | +60.3万股+111.36% | 加仓 |
 ARAMARKARMK |
| 4.82% | 5.13% | $2.96亿 | 520.6万股 | $2.45亿 | 603.8万股 | -83.2万股-13.78% | 减仓 |
 台积电TSM |
| 3.77% | 4.55% | $2.31亿 | 48.4万股 | $2.17亿 | 64.2万股 | -15.7万股-24.52% | 减仓 |
 Meta平台META |
| 3.09% | 2.71% | $1.90亿 | 33.7万股 | $1.29亿 | 22.6万股 | +11.1万股+49.25% | 加仓 |
| BBANK OF AMERBAC |
| 2.94% | 3.26% | $1.81亿 | 317.0万股 | $1.56亿 | 319.1万股 | -2.1万股-0.67% | 减仓 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 2.06% | 3.14% | $1.27亿 | 152.9万股 | $1.50亿 | 177.4万股 | -24.4万股-13.77% | 减仓 |
 壳牌SHEL |
| 2.06% | 4.31% | $1.26亿 | 163.0万股 | $2.05亿 | 220.9万股 | -58.0万股-26.25% | 减仓 |
 美光科技MU |
| 2% | 1.85% | $1.23亿 | 10.7万股 | $8,841.4万 | 26.2万股 | -15.5万股-59.30% | 减仓 |
 联合太平洋铁路UNP |
| 1.97% | 1.11% | $1.21亿 | 44.4万股 | $5,296.0万 | 21.8万股 | +22.6万股+103.32% | 加仓 |
| AAPI COM STKAPG |
| 1.94% | 1.85% | $1.19亿 | 281.4万股 | $8,851.4万 | 218.4万股 | +63.0万股+28.82% | 加仓 |
 博通AVGO |
| 1.9% | 1.64% | $1.17亿 | 30.9万股 | $7,835.6万 | 25.3万股 | +5.6万股+22.18% | 加仓 |
 强生JNJ |
| 1.61% | — | $9,911.3万 | 39.0万股 | $0 | 0股 | +39.0万股 | 新买入 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.52% | 1.63% | $9,360.0万 | 40.8万股 | $7,766.1万 | 35.9万股 | +4.9万股+13.70% | 加仓 |
 摩根大通JPM |
| 1.51% | 1.16% | $9,297.1万 | 28.4万股 | $5,545.4万 | 18.9万股 | +9.6万股+50.67% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.51% | 2.91% | $9,259.4万 | 216.9万股 | $1.39亿 | 221.0万股 | -4.1万股-1.84% | 减仓 |
 CROWN CASTLE COMCCI |
| 1.5% | 3.08% | $9,187.9万 | 121.3万股 | $1.47亿 | 181.0万股 | -59.6万股-32.96% | 减仓 |
| T赛默飞世尔TMO |
| 1.38% | 1.7% | $8,495.7万 | 16.9万股 | $8,122.2万 | 16.5万股 | +4,210股+2.55% | 加仓 |
 HCA医疗HCA |
| 1.34% | 1.6% | $8,216.5万 | 21.1万股 | $7,652.2万 | 16.2万股 | +4.9万股+30.33% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.33% | 1.22% | $8,183.4万 | 126.4万股 | $5,823.9万 | 100.8万股 | +25.6万股+25.43% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.3% | 2.25% | $8,012.5万 | 49.0万股 | $1.07亿 | 62.1万股 | -13.1万股-21.12% | 减仓 |
| R力拓BBP |
| 1.24% | 1.31% | $7,602.9万 | 80.1万股 | $6,262.9万 | 67.1万股 | +13.0万股+19.30% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.22% | 0.69% | $7,473.4万 | 68.5万股 | $3,282.3万 | 30.0万股 | +38.5万股+128.31% | 加仓 |
 应用材料AMAT |
| 1.2% | 0.57% | $7,380.7万 | 10.2万股 | $2,718.8万 | 8.0万股 | +2.3万股+28.33% | 加仓 |
 AMD超威AMD |
| 1.2% | 0.37% | $7,358.4万 | 12.7万股 | $1,770.1万 | 8.7万股 | +4.0万股+45.57% | 加仓 |
 杜克能源DUK |
| 1.14% | 1.52% | $6,988.4万 | 55.2万股 | $7,244.8万 | 55.3万股 | -1,200股-0.22% | 减仓 |
 礼来LLY |
| 1.04% | 0.48% | $6,393.6万 | 5.3万股 | $2,277.4万 | 2.5万股 | +2.9万股+115.28% | 加仓 |
| CCBRE CL ACBRE |
| 1.02% | 0.3% | $6,270.7万 | 46.6万股 | $1,430.0万 | 10.6万股 | +36.0万股+341.03% | 加仓 |
 INGERSOLL RAND COMIR |
| 0.94% | — | $5,787.1万 | 70.6万股 | $0 | 0股 | +70.6万股 | 新买入 |
 VisaV |
| 0.93% | 0.18% | $5,740.2万 | 16.7万股 | $846.3万 | 2.8万股 | +13.9万股+497.53% | 加仓 |
 康菲石油COP |
| 0.93% | 1.82% | $5,696.5万 | 54.8万股 | $8,684.9万 | 65.8万股 | -11.0万股-16.72% | 减仓 |
 FLOWSERVEFLS |
| 0.91% | — | $5,579.7万 | 75.2万股 | $0 | 0股 | +75.2万股 | 新买入 |
| TTOLL BROTHERSTOL |
| 0.9% | 1.02% | $5,531.2万 | 33.6万股 | $4,844.5万 | 35.5万股 | -1.9万股-5.42% | 减仓 |
 摩根士丹利MS |
| 0.9% | — | $5,524.0万 | 26.4万股 | $0 | 0股 | +26.4万股 | 新买入 |
 NETFLIXNFLX |
| 0.89% | 1.84% | $5,487.2万 | 76.9万股 | $8,757.6万 | 91.1万股 | -14.2万股-15.62% | 减仓 |
 BP SPONSORED ADRBP |
| 0.86% | 0.87% | $5,303.8万 | 143.5万股 | $4,136.0万 | 88.0万股 | +55.5万股+63.11% | 加仓 |
 切尼尔能源LNG |
| 0.86% | 0.38% | $5,297.2万 | 22.2万股 | $1,807.0万 | 6.4万股 | +15.8万股+248.04% | 加仓 |
 财捷INTU |
| 0.86% | 3.45% | $5,285.4万 | 20.3万股 | $1.65亿 | 38.0万股 | -17.8万股-46.78% | 减仓 |
 沃特世WAT |
| 0.83% | 0.42% | $5,079.4万 | 13.5万股 | $1,985.4万 | 6.7万股 | +6.9万股+103.15% | 加仓 |
 TransDigmTDG |
| 0.8% | 0.92% | $4,907.4万 | 3.7万股 | $4,413.7万 | 3.8万股 | -1,242股-3.26% | 减仓 |
 PULTEPHM |
| 0.7% | 1.21% | $4,282.9万 | 31.2万股 | $5,766.5万 | 49.0万股 | -17.8万股-36.34% | 减仓 |
 DANAHER DEL COMDHR |
| 0.7% | 0.54% | $4,268.9万 | 22.4万股 | $2,580.2万 | 13.6万股 | +8.8万股+64.68% | 加仓 |
| PPROLOGIS COMPLD |
| 0.65% | 1.03% | $4,008.5万 | 29.6万股 | $4,924.7万 | 37.3万股 | -7.7万股-20.58% | 减仓 |
 斯伦贝谢SLB |
| 0.62% | 0.14% | $3,825.5万 | 82.3万股 | $655.2万 | 12.8万股 | +69.5万股+545.36% | 加仓 |
 万事达MA |
| 0.6% | 0.91% | $3,664.0万 | 7.1万股 | $4,342.6万 | 8.7万股 | -1.6万股-17.92% | 减仓 |
 纽蒙特NEM |
| 0.54% | 0.99% | $3,304.8万 | 35.4万股 | $4,709.0万 | 43.5万股 | -8.1万股-18.66% | 减仓 |
 仲量联行JLL |
| 0.52% | 0.92% | $3,223.5万 | 10.4万股 | $4,382.2万 | 14.4万股 | -4.0万股-27.78% | 减仓 |
