 微软MSFT |
| 5.21% | 7.49% | $2.78亿 | 64.5万股 | $7.53亿 | 175.1万股 | -110.5万股-63.13% | 减仓 |
 苹果AAPL |
| 4.72% | 6.21% | $2.51亿 | 107.9万股 | $6.25亿 | 268.3万股 | -160.4万股-59.77% | 减仓 |
 英伟达NVDA |
| 4.15% | 4.77% | $2.21亿 | 182.0万股 | $4.80亿 | 395.3万股 | -213.3万股-53.95% | 减仓 |
 可口可乐KO |
| 3.54% | 2.68% | $1.89亿 | 262.5万股 | $2.69亿 | 374.9万股 | -112.4万股-29.97% | 减仓 |
 亚马逊AMZN |
| 3.48% | 4.89% | $1.85亿 | 99.5万股 | $4.92亿 | 264.1万股 | -164.6万股-62.32% | 减仓 |
 VisaV |
| 3.16% | 2.67% | $1.68亿 | 61.2万股 | $2.69亿 | 97.7万股 | -36.5万股-37.39% | 减仓 |
| T赛默飞世尔TMO |
| 3.08% | 2.53% | $1.64亿 | 26.5万股 | $2.54亿 | 41.1万股 | -14.6万股-35.52% | 减仓 |
 联合健康UNH |
| 2.87% | 2.75% | $1.53亿 | 26.1万股 | $2.77亿 | 47.3万股 | -21.2万股-44.87% | 减仓 |
 谷歌AGOOGL |
| 2.8% | 5.1% | $1.49亿 | 89.8万股 | $5.13亿 | 309.3万股 | -219.5万股-70.95% | 减仓 |
 IQVIAIQV |
| 2.01% | 1.47% | $1.07亿 | 45.1万股 | $1.48亿 | 62.3万股 | -17.2万股-27.65% | 减仓 |
 万事达MA |
| 1.57% | 1.14% | $8,381.7万 | 17.0万股 | $1.14亿 | 23.1万股 | -6.2万股-26.61% | 减仓 |
 宝洁PG |
| 1.43% | 3% | $7,604.0万 | 43.9万股 | $3.02亿 | 174.3万股 | -130.4万股-74.82% | 减仓 |
 贝莱德·INC COMBLK |
| 1.41% | 1.15% | $7,524.9万 | 7.9万股 | $1.15亿 | 12.2万股 | -4.2万股-34.78% | 减仓 |
 PALO ALTOPANW |
| 1.35% | 1.73% | $7,194.5万 | 39.5万股 | $1.74亿 | 50.9万股 | -11.4万股-22.40% | 减仓 |
 艾伯维ABBV |
| 1.33% | 0.89% | $7,071.7万 | 35.8万股 | $8,942.0万 | 45.3万股 | -9.5万股-20.92% | 减仓 |
 家得宝HD |
| 1.33% | 0.92% | $7,069.5万 | 17.4万股 | $9,207.8万 | 22.7万股 | -5.3万股-23.22% | 减仓 |
 麦当劳MCD |
| 1.21% | 1.21% | $6,461.0万 | 21.2万股 | $1.21亿 | 39.8万股 | -18.6万股-46.72% | 减仓 |
 DANAHER DEL COMDHR |
| 1.14% | 0.77% | $6,079.7万 | 21.9万股 | $7,731.4万 | 27.8万股 | -5.9万股-21.36% | 减仓 |
 百事可乐PEP |
| 1.03% | 1.01% | $5,477.4万 | 32.2万股 | $1.02亿 | 59.7万股 | -27.5万股-46.05% | 减仓 |
 标普全球SPGI |
| 0.97% | 2.24% | $5,169.2万 | 10.0万股 | $2.25亿 | 43.5万股 | -33.5万股-77.02% | 减仓 |
 CINTAS COMCTAS |
| 0.97% | 0.53% | $5,156.4万 | 25.0万股 | $5,373.9万 | 26.1万股 | -1.1万股-4.05% | 减仓 |
 博通AVGO |
| 0.88% | 0.8% | $4,697.0万 | 27.2万股 | $8,050.7万 | 46.7万股 | -19.4万股-41.66% | 减仓 |
 摩根大通JPM |
| 0.86% | 0.74% | $4,585.2万 | 21.7万股 | $7,468.4万 | 35.4万股 | -13.7万股-38.61% | 减仓 |
 Meta平台META |
| 0.86% | 1.16% | $4,580.8万 | 8.0万股 | $1.17亿 | 20.4万股 | -12.4万股-60.75% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.82% | 0.43% | $4,354.4万 | 63股 | $4,354.4万 | 63股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.81% | 0.85% | $4,331.1万 | 4.9万股 | $8,584.9万 | 9.7万股 | -4.8万股-49.55% | 减仓 |
 ZOETIS CL AZTS |
| 0.78% | 0.49% | $4,146.0万 | 21.2万股 | $4,932.5万 | 25.2万股 | -4.0万股-15.94% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.75% | 0.46% | $3,987.0万 | 17.9万股 | $4,671.4万 | 20.9万股 | -3.1万股-14.65% | 减仓 |
 卡特彼勒CAT |
| 0.74% | 0.55% | $3,955.5万 | 10.1万股 | $5,499.7万 | 14.1万股 | -3.9万股-28.08% | 减仓 |
 耐克NKE |
| 0.7% | 1.44% | $3,703.3万 | 41.9万股 | $1.45亿 | 163.9万股 | -122.1万股-74.45% | 减仓 |
 财捷INTU |
| 0.68% | 0.56% | $3,628.8万 | 5.8万股 | $5,614.4万 | 9.0万股 | -3.2万股-35.37% | 减仓 |
 高德纳IT |
| 0.67% | 0.37% | $3,584.4万 | 7.1万股 | $3,678.9万 | 7.3万股 | -1,865股-2.57% | 减仓 |
 新思科技SNPS |
| 0.67% | 0.46% | $3,579.1万 | 7.1万股 | $4,654.1万 | 9.2万股 | -2.1万股-23.10% | 减仓 |
 NETFLIXNFLX |
| 0.67% | 0.47% | $3,545.5万 | 5.0万股 | $4,718.9万 | 6.7万股 | -1.7万股-24.86% | 减仓 |
 BOOKING COMBKNG |
| 0.65% | 0.48% | $3,470.1万 | 8,239股 | $4,829.0万 | 1.1万股 | -3,226股-28.14% | 减仓 |
 好市多COST |
| 0.64% | 0.5% | $3,423.2万 | 3.9万股 | $5,031.9万 | 5.7万股 | -1.8万股-31.97% | 减仓 |
 迪尔DE |
| 0.57% | 1.36% | $3,046.5万 | 7.3万股 | $1.37亿 | 32.8万股 | -25.5万股-77.75% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.52% | $2,980.1万 | 17.8万股 | $5,183.2万 | 31.0万股 | -13.2万股-42.52% | 减仓 |
 台积电TSM |
| 0.47% | 0.65% | $2,511.3万 | 14.5万股 | $6,567.6万 | 37.8万股 | -23.4万股-61.76% | 减仓 |
 汽车地带AZO |
| 0.47% | 0.29% | $2,477.2万 | 7,864股 | $2,914.1万 | 9,251股 | -1,387股-14.99% | 减仓 |
 史赛克SYK |
| 0.46% | 0.32% | $2,446.5万 | 6.8万股 | $3,237.3万 | 9.0万股 | -2.2万股-24.43% | 减仓 |
 特斯拉TSLA |
| 0.46% | 0.44% | $2,440.5万 | 9.3万股 | $4,402.0万 | 16.8万股 | -7.5万股-44.56% | 减仓 |
 应用材料AMAT |
| 0.45% | 0.37% | $2,412.9万 | 11.9万股 | $3,747.6万 | 18.5万股 | -6.6万股-35.62% | 减仓 |
 ServiceNowNOW |
| 0.44% | 0.41% | $2,350.0万 | 2.6万股 | $4,118.3万 | 4.6万股 | -2.0万股-42.94% | 减仓 |
 默沙东MRK |
| 0.44% | 0.42% | $2,349.5万 | 20.7万股 | $4,242.9万 | 37.4万股 | -16.7万股-44.63% | 减仓 |
| EENTEGRISENTG |
| 0.43% | 0.23% | $2,287.2万 | 20.3万股 | $2,327.8万 | 20.7万股 | -3,604股-1.74% | 减仓 |
 CORTEVA COMCTVA |
| 0.43% | 0.99% | $2,266.3万 | 38.5万股 | $9,986.9万 | 169.9万股 | -131.3万股-77.31% | 减仓 |
 德州仪器TXN |
| 0.41% | 0.47% | $2,201.6万 | 10.7万股 | $4,712.2万 | 22.8万股 | -12.2万股-53.28% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.41% | 0.24% | $2,188.6万 | 21.1万股 | $2,399.0万 | 23.1万股 | -2.0万股-8.77% | 减仓 |
 赛富时CRM |
| 0.4% | 0.4% | $2,108.3万 | 7.7万股 | $4,062.2万 | 14.8万股 | -7.1万股-48.10% | 减仓 |
