 英伟达NVDA |
| 4.59% | 4.45% | $16.03亿 | 801.3万股 | $13.62亿 | 781.1万股 | +20.3万股+2.59% | 加仓 |
 谷歌AGOOGL |
| 3.8% | 2.89% | $13.29亿 | 371.9万股 | $8.86亿 | 308.0万股 | +63.9万股+20.75% | 加仓 |
 泛林集团LRCX |
| 1.93% | 1.08% | $6.73亿 | 155.4万股 | $3.31亿 | 155.1万股 | +2,946股+0.19% | 加仓 |
 博通AVGO |
| 1.81% | 1.68% | $6.35亿 | 168.0万股 | $5.15亿 | 166.3万股 | +1.6万股+0.99% | 加仓 |
 台积电TSM |
| 1.68% | 1.4% | $5.89亿 | 123.3万股 | $4.28亿 | 126.5万股 | -3.2万股-2.56% | 减仓 |
 摩根大通JPM |
| 1.48% | 1.5% | $5.17亿 | 158.0万股 | $4.58亿 | 155.8万股 | +2.2万股+1.40% | 加仓 |
 礼来LLY |
| 1.47% | 1.27% | $5.13亿 | 42.8万股 | $3.88亿 | 42.2万股 | +6,270股+1.49% | 加仓 |
 苹果AAPL |
| 1.32% | 1.64% | $4.60亿 | 158.9万股 | $5.03亿 | 198.1万股 | -39.2万股-19.77% | 减仓 |
 微软MSFT |
| 1.31% | 1.52% | $4.57亿 | 122.6万股 | $4.65亿 | 125.8万股 | -3.2万股-2.52% | 减仓 |
 摩根士丹利MS |
| 1.28% | 1.16% | $4.47亿 | 214.1万股 | $3.54亿 | 215.1万股 | -9,863股-0.46% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.19% | 1.07% | $4.15亿 | 20.9万股 | $3.28亿 | 23.8万股 | -2.8万股-11.93% | 减仓 |
 联合健康UNH |
| 1.16% | 0.27% | $4.06亿 | 97.7万股 | $8,175.0万 | 30.2万股 | +67.5万股+223.47% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.15% | 1.04% | $4.02亿 | 101.1万股 | $3.19亿 | 100.3万股 | +8,781股+0.88% | 加仓 |
 派克汉尼汾PH |
| 1.08% | 1.15% | $3.79亿 | 38.8万股 | $3.52亿 | 39.3万股 | -5,738股-1.46% | 减仓 |
 强生JNJ |
| 1.07% | 1.18% | $3.75亿 | 147.7万股 | $3.62亿 | 148.2万股 | -4,980股-0.34% | 减仓 |
 安费诺APH |
| 0.86% | 0.63% | $3.02亿 | 171.0万股 | $1.94亿 | 153.9万股 | +17.2万股+11.15% | 加仓 |
 美光科技MU |
| 0.84% | 0.17% | $2.93亿 | 25.4万股 | $5,358.3万 | 15.9万股 | +9.5万股+59.88% | 加仓 |
 钢铁动力STLD |
| 0.8% | 0.85% | $2.80亿 | 122.0万股 | $2.59亿 | 144.1万股 | -22.1万股-15.32% | 减仓 |
 EntergyETR |
| 0.8% | 1.08% | $2.80亿 | 243.6万股 | $3.31亿 | 294.6万股 | -51.0万股-17.33% | 减仓 |
 Guardant HealthGH |
| 0.78% | 0.57% | $2.72亿 | 181.3万股 | $1.75亿 | 189.9万股 | -8.6万股-4.51% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.78% | 0.62% | $2.71亿 | 44.0万股 | $1.89亿 | 48.0万股 | -4.1万股-8.45% | 减仓 |
 GE航空GE |
| 0.76% | 0.78% | $2.67亿 | 71.5万股 | $2.39亿 | 84.2万股 | -12.7万股-15.10% | 减仓 |
| BBANK OF AMERBAC |
| 0.76% | 0.61% | $2.65亿 | 464.6万股 | $1.87亿 | 384.4万股 | +80.2万股+20.87% | 加仓 |
 EMCOREME |
| 0.75% | 0.77% | $2.62亿 | 31.5万股 | $2.37亿 | 32.1万股 | -5,510股-1.72% | 减仓 |
 AERCAP SHSAER |
| 0.73% | 0.79% | $2.56亿 | 175.6万股 | $2.42亿 | 176.5万股 | -9,845股-0.56% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.71% | 0.99% | $2.49亿 | 301.0万股 | $3.04亿 | 382.0万股 | -80.9万股-21.19% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.7% | 0.9% | $2.45亿 | 135.7万股 | $2.75亿 | 166.4万股 | -30.7万股-18.46% | 减仓 |
 埃克森美孚XOM |
| 0.7% | 1.35% | $2.44亿 | 178.6万股 | $4.14亿 | 244.3万股 | -65.7万股-26.89% | 减仓 |
 康宁GLW |
| 0.67% | 0.22% | $2.33亿 | 91.4万股 | $6,776.2万 | 49.8万股 | +41.6万股+83.40% | 加仓 |
 亚马逊AMZN |
| 0.66% | 1.11% | $2.31亿 | 96.7万股 | $3.40亿 | 163.3万股 | -66.6万股-40.79% | 减仓 |
| CCRHCRH |
| 0.66% | 0.79% | $2.29亿 | 214.3万股 | $2.41亿 | 229.4万股 | -15.1万股-6.57% | 减仓 |
 沃尔玛WMT |
| 0.63% | 0.95% | $2.20亿 | 194.5万股 | $2.90亿 | 233.1万股 | -38.6万股-16.58% | 减仓 |
 LOWES COS COMLOW |
| 0.62% | 0.75% | $2.18亿 | 98.8万股 | $2.31亿 | 97.7万股 | +1.1万股+1.16% | 加仓 |
 林德LIN |
| 0.62% | 0.68% | $2.17亿 | 41.9万股 | $2.08亿 | 41.9万股 | +44股+0.01% | 加仓 |
 马拉松石油MPC |
| 0.61% | 0.73% | $2.14亿 | 83.7万股 | $2.24亿 | 91.8万股 | -8.0万股-8.77% | 减仓 |
 TJXTJX |
| 0.61% | 0.69% | $2.14亿 | 141.3万股 | $2.12亿 | 132.7万股 | +8.6万股+6.48% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.6% | 0.26% | $2.11亿 | 48.8万股 | $7,818.7万 | 47.6万股 | +1.2万股+2.51% | 加仓 |
 DatadogDDOG |
| 0.6% | 0.03% | $2.10亿 | 80.8万股 | $1,059.9万 | 9.0万股 | +71.8万股+799.74% | 加仓 |
| B纽约梅隆银行BK |
| 0.59% | — | $2.06亿 | 142.3万股 | $0 | 0股 | +142.3万股 | 新买入 |
 嘉信理财SCHW |
| 0.58% | 1.02% | $2.04亿 | 221.4万股 | $3.11亿 | 330.9万股 | -109.5万股-33.10% | 减仓 |
| SSEI INVTSSEIC |
| 0.58% | 0.56% | $2.03亿 | 230.9万股 | $1.73亿 | 220.4万股 | +10.5万股+4.75% | 加仓 |
| N新纪元能源NEE |
| 0.55% | 0.67% | $1.93亿 | 220.3万股 | $2.05亿 | 220.2万股 | +306股+0.01% | 加仓 |
| SSANDISK COMSNDK |
| 0.55% | 0.04% | $1.93亿 | 8.5万股 | $1,098.2万 | 1.7万股 | +6.8万股+391.33% | 加仓 |
 CMS ENERGY COMCMS |
| 0.53% | 0.84% | $1.86亿 | 243.5万股 | $2.57亿 | 330.9万股 | -87.4万股-26.41% | 减仓 |
 Arista网络ANET |
| 0.53% | 0.46% | $1.86亿 | 109.6万股 | $1.41亿 | 115.0万股 | -5.4万股-4.71% | 减仓 |
 GE VernovaGEV |
| 0.53% | 0.54% | $1.85亿 | 15.7万股 | $1.66亿 | 19.0万股 | -3.2万股-17.08% | 减仓 |
 Bloom EnergyBE |
| 0.51% | 0.39% | $1.80亿 | 59.5万股 | $1.21亿 | 89.0万股 | -29.5万股-33.18% | 减仓 |
 AMETEK COMAME |
| 0.5% | 0.37% | $1.75亿 | 72.5万股 | $1.15亿 | 53.5万股 | +19.1万股+35.66% | 加仓 |
 Meta平台META |
| 0.46% | 0.7% | $1.61亿 | 28.5万股 | $2.14亿 | 37.4万股 | -8.9万股-23.85% | 减仓 |
 可口可乐KO |
| 0.46% | 0.49% | $1.60亿 | 197.2万股 | $1.50亿 | 197.0万股 | +1,422股+0.07% | 加仓 |
