 英伟达NVDA |
| 7.58% | 8.06% | $21.40亿 | 1,069.5万股 | $19.89亿 | 1,140.3万股 | -70.8万股-6.21% | 减仓 |
 苹果AAPL |
| 6.84% | 6.97% | $19.32亿 | 667.7万股 | $17.19亿 | 677.4万股 | -9.7万股-1.43% | 减仓 |
 谷歌AGOOGL |
| 5.67% | 5.31% | $16.01亿 | 448.0万股 | $13.11亿 | 456.0万股 | -7.9万股-1.74% | 减仓 |
 微软MSFT |
| 4.38% | 5.2% | $12.36亿 | 331.3万股 | $12.83亿 | 346.5万股 | -15.2万股-4.38% | 减仓 |
 亚马逊AMZN |
| 4.12% | 4.08% | $11.64亿 | 488.4万股 | $10.08亿 | 483.9万股 | +4.5万股+0.93% | 加仓 |
 博通AVGO |
| 2.95% | 2.82% | $8.32亿 | 220.3万股 | $6.97亿 | 225.2万股 | -4.8万股-2.14% | 减仓 |
 美光科技MU |
| 2.4% | 0.84% | $6.78亿 | 58.8万股 | $2.08亿 | 61.5万股 | -2.7万股-4.43% | 减仓 |
 Meta平台META |
| 2.3% | 2.93% | $6.50亿 | 115.4万股 | $7.23亿 | 126.4万股 | -10.9万股-8.66% | 减仓 |
 AMD超威AMD |
| 1.97% | 0.46% | $5.58亿 | 96.0万股 | $1.13亿 | 55.5万股 | +40.5万股+72.99% | 加仓 |
 摩根大通JPM |
| 1.92% | 2.07% | $5.41亿 | 165.3万股 | $5.11亿 | 173.6万股 | -8.2万股-4.75% | 减仓 |
 礼来LLY |
| 1.81% | 1.67% | $5.12亿 | 42.7万股 | $4.12亿 | 44.7万股 | -2.1万股-4.66% | 减仓 |
 沃尔玛WMT |
| 1.4% | 1.99% | $3.97亿 | 350.3万股 | $4.92亿 | 396.1万股 | -45.8万股-11.57% | 减仓 |
 VisaV |
| 1.32% | 1.36% | $3.73亿 | 108.6万股 | $3.35亿 | 110.8万股 | -2.2万股-1.97% | 减仓 |
 埃克森美孚XOM |
| 1.29% | 1.89% | $3.65亿 | 267.1万股 | $4.65亿 | 274.2万股 | -7.1万股-2.60% | 减仓 |
 PALO ALTOPANW |
| 1.27% | 0.64% | $3.59亿 | 105.2万股 | $1.58亿 | 98.8万股 | +6.4万股+6.46% | 加仓 |
 好市多COST |
| 1.25% | 1.6% | $3.53亿 | 37.8万股 | $3.96亿 | 39.7万股 | -2.0万股-5.00% | 减仓 |
 特斯拉TSLA |
| 1.2% | 1.33% | $3.39亿 | 80.5万股 | $3.29亿 | 88.5万股 | -8.0万股-9.07% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.14% | 1.22% | $3.22亿 | 178.1万股 | $3.00亿 | 181.5万股 | -3.4万股-1.89% | 减仓 |
 德州仪器TXN |
| 1.12% | 0.62% | $3.16亿 | 106.0万股 | $1.53亿 | 79.0万股 | +27.0万股+34.12% | 加仓 |
 台积电TSM |
| 1.1% | 0.97% | $3.10亿 | 65.0万股 | $2.38亿 | 70.6万股 | -5.6万股-7.90% | 减仓 |
 摩根士丹利MS |
| 1.07% | 1% | $3.02亿 | 144.4万股 | $2.47亿 | 150.1万股 | -5.7万股-3.80% | 减仓 |
 美国运通AXP |
| 0.91% | 1.03% | $2.58亿 | 76.3万股 | $2.53亿 | 83.7万股 | -7.4万股-8.84% | 减仓 |
 万事达MA |
| 0.91% | 1.06% | $2.56亿 | 49.8万股 | $2.62亿 | 52.4万股 | -2.6万股-5.03% | 减仓 |
 泛林集团LRCX |
| 0.87% | 0.3% | $2.46亿 | 56.7万股 | $7,503.2万 | 35.1万股 | +21.6万股+61.41% | 加仓 |
 科磊KLAC |
| 0.86% | 0.58% | $2.43亿 | 80.4万股 | $1.43亿 | 9.7万股 | +70.7万股+730.25% | 加仓 |
 GE航空GE |
| 0.81% | 0.8% | $2.29亿 | 61.4万股 | $1.97亿 | 69.5万股 | -8.1万股-11.61% | 减仓 |
 雷神技术RTX |
| 0.81% | 0.92% | $2.28亿 | 120.3万股 | $2.28亿 | 118.2万股 | +2.1万股+1.81% | 加仓 |
 英特尔INTC |
| 0.76% | 0.18% | $2.15亿 | 154.3万股 | $4,380.7万 | 99.3万股 | +55.0万股+55.41% | 加仓 |
 艾伯维ABBV |
| 0.76% | 0.8% | $2.15亿 | 85.4万股 | $1.98亿 | 91.2万股 | -5.8万股-6.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.73% | $2.08亿 | 58.7万股 | $1.79亿 | 62.5万股 | -3.8万股-6.07% | 减仓 |
 安费诺APH |
| 0.73% | 0.58% | $2.06亿 | 116.8万股 | $1.44亿 | 113.7万股 | +3.2万股+2.78% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.35% | $1.92亿 | 18.1万股 | $8,611.1万 | 12.2万股 | +5.9万股+48.66% | 加仓 |
 MCKESSON COMMCK |
| 0.61% | 0.91% | $1.72亿 | 22.7万股 | $2.24亿 | 25.9万股 | -3.2万股-12.31% | 减仓 |
 EOG资源EOG |
| 0.6% | 0.67% | $1.68亿 | 129.7万股 | $1.66亿 | 114.8万股 | +14.9万股+12.99% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.58% | 0.73% | $1.65亿 | 98.9万股 | $1.81亿 | 111.4万股 | -12.5万股-11.26% | 减仓 |
 艾默生电气EMR |
| 0.51% | 0.56% | $1.43亿 | 99.8万股 | $1.37亿 | 104.7万股 | -5.0万股-4.74% | 减仓 |
 史赛克SYK |
| 0.5% | 0.62% | $1.41亿 | 44.7万股 | $1.54亿 | 46.8万股 | -2.0万股-4.38% | 减仓 |
 福泰制药VRTX |
| 0.44% | 0.56% | $1.24亿 | 25.0万股 | $1.39亿 | 31.2万股 | -6.2万股-19.75% | 减仓 |
 VertivVRT |
| 0.42% | 0.28% | $1.19亿 | 35.5万股 | $6,951.6万 | 27.7万股 | +7.8万股+28.11% | 加仓 |
 家得宝HD |
| 0.41% | 0.65% | $1.16亿 | 32.8万股 | $1.61亿 | 49.0万股 | -16.2万股-33.03% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.4% | 0.58% | $1.14亿 | 90.3万股 | $1.42亿 | 102.0万股 | -11.6万股-11.41% | 减仓 |
| SSANDISK COMSNDK |
| 0.4% | 0.13% | $1.14亿 | 5.0万股 | $3,104.0万 | 4.9万股 | +1,295股+2.65% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.39% | 0.35% | $1.11亿 | 115.9万股 | $8,659.4万 | 119.5万股 | -3.6万股-3.00% | 减仓 |
 联合太平洋铁路UNP |
| 0.39% | 0.43% | $1.11亿 | 40.8万股 | $1.07亿 | 44.0万股 | -3.1万股-7.15% | 减仓 |
 万豪MAR |
| 0.39% | 0.36% | $1.10亿 | 29.7万股 | $8,944.2万 | 27.3万股 | +2.3万股+8.46% | 加仓 |
 CVS健康CVS |
| 0.38% | 0.05% | $1.07亿 | 103.8万股 | $1,170.5万 | 16.3万股 | +87.5万股+536.94% | 加仓 |
 通用动力GD |
| 0.38% | 0.41% | $1.07亿 | 30.3万股 | $1.01亿 | 29.3万股 | +9,468股+3.23% | 加仓 |
 雅培ABT |
| 0.37% | 0.49% | $1.06亿 | 116.3万股 | $1.20亿 | 117.1万股 | -8,037股-0.69% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.37% | 0.44% | $1.05亿 | 113.8万股 | $1.08亿 | 117.4万股 | -3.6万股-3.05% | 减仓 |
 DatadogDDOG |
| 0.35% | 0.27% | $1.00亿 | 38.5万股 | $6,651.2万 | 56.3万股 | -17.8万股-31.66% | 减仓 |
