 英伟达NVDA |
| 5% | 4.97% | $7.34亿 | 366.8万股 | $6.40亿 | 367.1万股 | -3,098股-0.08% | 减仓 |
 苹果AAPL |
| 3.54% | 3.72% | $5.20亿 | 179.8万股 | $4.80亿 | 189.0万股 | -9.2万股-4.85% | 减仓 |
 谷歌AGOOGL |
| 3.03% | 2.75% | $4.44亿 | 124.4万股 | $3.55亿 | 123.4万股 | +9,898股+0.80% | 加仓 |
 微软MSFT |
| 2.78% | 3.19% | $4.08亿 | 109.3万股 | $4.11亿 | 110.9万股 | -1.6万股-1.47% | 减仓 |
 亚马逊AMZN |
| 2.67% | 2.73% | $3.93亿 | 164.8万股 | $3.52亿 | 169.2万股 | -4.5万股-2.66% | 减仓 |
 博通AVGO |
| 2.27% | 2.04% | $3.33亿 | 88.3万股 | $2.63亿 | 85.0万股 | +3.2万股+3.80% | 加仓 |
 美光科技MU |
| 1.59% | 0.6% | $2.34亿 | 20.3万股 | $7,714.2万 | 22.8万股 | -2.6万股-11.20% | 减仓 |
 Meta平台META |
| 1.41% | 1.66% | $2.06亿 | 36.6万股 | $2.14亿 | 37.4万股 | -7,814股-2.09% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.13% | $1.84亿 | 52.2万股 | $1.45亿 | 50.6万股 | +1.6万股+3.11% | 加仓 |
 AMD超威AMD |
| 1.25% | 0.56% | $1.83亿 | 31.5万股 | $7,182.9万 | 35.3万股 | -3.8万股-10.82% | 减仓 |
 礼来LLY |
| 1.22% | 1.08% | $1.80亿 | 15.0万股 | $1.39亿 | 15.1万股 | -1,183股-0.78% | 减仓 |
 摩根大通JPM |
| 0.96% | 0.96% | $1.41亿 | 43.2万股 | $1.24亿 | 42.1万股 | +1.1万股+2.54% | 加仓 |
 科磊KLAC |
| 0.85% | 0.5% | $1.25亿 | 41.5万股 | $6,430.7万 | 4.4万股 | +37.2万股+850.77% | 加仓 |
 特斯拉TSLA |
| 0.8% | 0.85% | $1.18亿 | 28.0万股 | $1.09亿 | 29.3万股 | -1.3万股-4.43% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.79% | 0.32% | $1.16亿 | 26.8万股 | $4,139.8万 | 25.2万股 | +1.6万股+6.29% | 加仓 |
 CHUBB LIMITEDCB |
| 0.69% | 0.66% | $1.02亿 | 30.0万股 | $8,460.7万 | 26.0万股 | +4.0万股+15.41% | 加仓 |
 VisaV |
| 0.67% | 0.67% | $9,835.6万 | 28.7万股 | $8,640.4万 | 28.6万股 | +800股+0.28% | 加仓 |
| Q高通QCOM |
| 0.6% | 0.52% | $8,879.2万 | 48.1万股 | $6,673.6万 | 51.8万股 | -3.8万股-7.28% | 减仓 |
 思科CSCO |
| 0.59% | 0.54% | $8,720.9万 | 74.2万股 | $6,937.2万 | 89.4万股 | -15.2万股-16.96% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.57% | 0.57% | $8,406.8万 | 248.1万股 | $7,365.3万 | 244.5万股 | +3.6万股+1.47% | 加仓 |
 应用材料AMAT |
| 0.56% | 0.32% | $8,286.3万 | 11.5万股 | $4,185.8万 | 12.2万股 | -7,860股-6.42% | 减仓 |
 恩智浦NXPI |
| 0.56% | 0.46% | $8,246.0万 | 29.3万股 | $5,933.6万 | 30.1万股 | -7,992股-2.65% | 减仓 |
 艾伯维ABBV |
| 0.55% | 0.49% | $8,022.3万 | 31.9万股 | $6,320.1万 | 29.1万股 | +2.8万股+9.71% | 加仓 |
 派克汉尼汾PH |
| 0.52% | 0.52% | $7,666.8万 | 7.8万股 | $6,698.5万 | 7.5万股 | +3,561股+4.76% | 加仓 |
 万事达MA |
| 0.51% | 0.48% | $7,431.6万 | 14.5万股 | $6,166.7万 | 12.3万股 | +2.1万股+17.24% | 加仓 |
 摩根士丹利MS |
| 0.49% | 0.43% | $7,235.3万 | 34.6万股 | $5,579.4万 | 33.9万股 | +7,090股+2.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.49% | 0.53% | $7,193.9万 | 14.4万股 | $6,889.3万 | 14.4万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.47% | 0.34% | $6,872.2万 | 14.4万股 | $4,385.9万 | 13.0万股 | +1.4万股+10.88% | 加仓 |
 UNITED RENTALSURI |
| 0.45% | 0.32% | $6,658.2万 | 5.9万股 | $4,186.5万 | 5.7万股 | +1,310股+2.28% | 加仓 |
 康明斯CMI |
| 0.45% | 0.43% | $6,616.3万 | 9.3万股 | $5,502.2万 | 10.2万股 | -9,499股-9.29% | 减仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.42% | $6,475.4万 | 113.6万股 | $5,456.3万 | 111.9万股 | +1.7万股+1.54% | 加仓 |
 沃尔玛WMT |
| 0.43% | 0.54% | $6,385.1万 | 56.4万股 | $6,965.5万 | 56.0万股 | +3,283股+0.59% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.42% | 0.43% | $6,112.7万 | 33.8万股 | $5,495.1万 | 33.2万股 | +5,543股+1.67% | 加仓 |
 NETFLIXNFLX |
| 0.41% | 0.55% | $5,991.1万 | 83.9万股 | $7,135.6万 | 74.2万股 | +9.7万股+13.07% | 加仓 |
 BANCO SANTANDER ADRSAN |
| 0.4% | 0.37% | $5,877.6万 | 425.9万股 | $4,787.5万 | 424.4万股 | +1.5万股+0.35% | 加仓 |
 HCA医疗HCA |
| 0.4% | 0.55% | $5,867.1万 | 15.0万股 | $7,132.4万 | 15.1万股 | -230股-0.15% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.38% | 0.52% | $5,641.5万 | 72.6万股 | $6,652.7万 | 73.1万股 | -5,730股-0.78% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.38% | 0.66% | $5,566.5万 | 44.1万股 | $8,562.3万 | 61.4万股 | -17.4万股-28.28% | 减仓 |
| IING GROEP N.V. SPONSORED ADRING |
| 0.38% | 0.36% | $5,563.9万 | 177.3万股 | $4,598.8万 | 176.5万股 | +7,690股+0.44% | 加仓 |
 捷普JBL |
| 0.37% | 0.32% | $5,484.4万 | 14.2万股 | $4,154.9万 | 15.6万股 | -1.4万股-9.04% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.37% | 0.41% | $5,457.0万 | 66.0万股 | $5,244.2万 | 65.9万股 | +1,601股+0.24% | 加仓 |
 壳牌SHEL |
| 0.36% | 0.48% | $5,283.8万 | 68.1万股 | $6,237.4万 | 67.1万股 | +1.1万股+1.60% | 加仓 |
| R力拓BBP |
| 0.36% | 0.39% | $5,259.3万 | 55.4万股 | $5,091.5万 | 54.6万股 | +8,250股+1.51% | 加仓 |
 VALEVALE |
| 0.36% | 0.42% | $5,219.9万 | 347.1万股 | $5,446.6万 | 342.3万股 | +4.7万股+1.38% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.35% | 0.28% | $5,210.5万 | 92.4万股 | $3,582.2万 | 77.1万股 | +15.3万股+19.88% | 加仓 |
 英特尔INTC |
| 0.35% | 0.12% | $5,190.0万 | 37.2万股 | $1,578.5万 | 35.8万股 | +1.4万股+3.91% | 加仓 |
 美敦力MDT |
| 0.35% | 0.47% | $5,161.3万 | 66.0万股 | $6,082.6万 | 70.2万股 | -4.2万股-6.01% | 减仓 |
 Citizens金融CFG |
| 0.35% | 0.31% | $5,092.4万 | 72.7万股 | $3,931.9万 | 65.6万股 | +7.1万股+10.85% | 加仓 |
 联合健康UNH |
| 0.35% | 0.26% | $5,085.6万 | 12.2万股 | $3,310.9万 | 12.2万股 | 00.00% | 持仓不变 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.34% | 0.33% | $4,985.1万 | 250.6万股 | $4,253.2万 | 250.6万股 | 00.00% | 持仓不变 |
