 英伟达NVDA |
| 6.62% | 6.64% | $4.50亿 | 224.8万股 | $3.93亿 | 224.8万股 | -727股-0.03% | 减仓 |
 阿斯利康AZN |
| 5.4% | 6.73% | $3.67亿 | 193.3万股 | $3.98亿 | 205.0万股 | -11.7万股-5.69% | 减仓 |
 谷歌AGOOGL |
| 5.34% | 4.94% | $3.62亿 | 101.4万股 | $2.92亿 | 101.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 5.17% | 5.22% | $3.51亿 | 121.3万股 | $3.09亿 | 121.3万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 4.83% | 4.95% | $3.28亿 | 407.3万股 | $2.93亿 | 101.8万股 | +305.5万股+300.00% | 加仓 |
 微软MSFT |
| 3.84% | 3.89% | $2.61亿 | 69.9万股 | $2.30亿 | 62.1万股 | +7.9万股+12.67% | 加仓 |
 亚马逊AMZN |
| 3.47% | 3.49% | $2.36亿 | 98.9万股 | $2.07亿 | 98.9万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 3.3% | 1.31% | $2.24亿 | 38.6万股 | $7,769.6万 | 38.1万股 | +4,927股+1.29% | 加仓 |
 博通AVGO |
| 2.78% | 2.43% | $1.89亿 | 50.0万股 | $1.44亿 | 46.3万股 | +3.7万股+8.08% | 加仓 |
 应用材料AMAT |
| 2.19% | 1.19% | $1.48亿 | 20.5万股 | $7,041.1万 | 20.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 2.18% | 1.81% | $1.48亿 | 12.3万股 | $1.07亿 | 11.6万股 | +7,218股+6.23% | 加仓 |
 摩根大通JPM |
| 1.93% | 1.99% | $1.31亿 | 39.9万股 | $1.18亿 | 39.9万股 | 00.00% | 持仓不变 |
 瑞银UBS |
| 1.75% | 1.49% | $1.19亿 | 239.5万股 | $8,849.6万 | 230.7万股 | +8.8万股+3.81% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.67% | 1.84% | $1.13亿 | 22.6万股 | $1.09亿 | 22.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.63% | 1.82% | $1.10亿 | 19.6万股 | $1.08亿 | 18.8万股 | +8,050股+4.28% | 加仓 |
 思科CSCO |
| 1.58% | 1.28% | $1.07亿 | 91.5万股 | $7,549.6万 | 97.0万股 | -5.5万股-5.69% | 减仓 |
| N新纪元能源NEE |
| 1.55% | 1.85% | $1.05亿 | 119.8万股 | $1.10亿 | 117.8万股 | +2.0万股+1.70% | 加仓 |
 特斯拉TSLA |
| 1.31% | 1.13% | $8,921.9万 | 21.2万股 | $6,675.2万 | 17.9万股 | +3.3万股+18.50% | 加仓 |
 英特尔INTC |
| 1.25% | 0.35% | $8,500.1万 | 60.9万股 | $2,064.2万 | 46.6万股 | +14.2万股+30.54% | 加仓 |
 雷神技术RTX |
| 1.24% | 1.59% | $8,429.8万 | 44.4万股 | $9,416.2万 | 48.7万股 | -4.2万股-8.70% | 减仓 |
| NNRG ENERGYNRG |
| 1.2% | 0.92% | $8,157.7万 | 55.9万股 | $5,458.5万 | 37.2万股 | +18.6万股+49.99% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 1.2% | 0.96% | $8,144.2万 | 22.7万股 | $5,703.4万 | 22.7万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.19% | 1.02% | $8,057.1万 | 27.0万股 | $6,039.6万 | 31.0万股 | -4.0万股-12.84% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.18% | 1.76% | $8,031.7万 | 103.3万股 | $1.04亿 | 111.6万股 | -8.3万股-7.44% | 减仓 |
 联合健康UNH |
| 1.1% | 0.82% | $7,465.6万 | 18.0万股 | $4,875.3万 | 18.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.06% | 1.18% | $7,182.4万 | 14.0万股 | $7,008.9万 | 14.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.05% | 1.33% | $7,157.1万 | 63.2万股 | $7,877.6万 | 63.2万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 1.05% | 0.99% | $7,156.6万 | 11.3万股 | $5,847.6万 | 10.3万股 | +9,329股+9.01% | 加仓 |
 摩根士丹利MS |
| 1.04% | 0.78% | $7,061.0万 | 33.8万股 | $4,602.4万 | 27.9万股 | +5.9万股+21.15% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.99% | 1.28% | $6,698.3万 | 41.0万股 | $7,564.9万 | 43.7万股 | -2.8万股-6.29% | 减仓 |
 万豪MAR |
| 0.93% | 0.95% | $6,345.8万 | 17.1万股 | $5,617.7万 | 17.1万股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 0.92% | 0.99% | $6,277.0万 | 23.3万股 | $5,836.4万 | 23.3万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.92% | 0.91% | $6,269.2万 | 110.0万股 | $5,380.1万 | 110.0万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.9% | 1.3% | $6,129.0万 | 37.0万股 | $7,673.6万 | 37.0万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.89% | 0.71% | $6,018.1万 | 13.5万股 | $4,220.2万 | 10.6万股 | +2.9万股+27.14% | 加仓 |
 NETFLIXNFLX |
| 0.88% | 1.21% | $6,000.4万 | 84.0万股 | $7,181.3万 | 74.5万股 | +9.6万股+12.86% | 加仓 |
 宝洁PG |
| 0.87% | 0.99% | $5,938.6万 | 40.5万股 | $5,867.4万 | 40.5万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.81% | 0.63% | $5,525.4万 | 57.4万股 | $3,723.4万 | 38.5万股 | +18.9万股+49.05% | 加仓 |
 联合太平洋铁路UNP |
| 0.81% | 0.85% | $5,496.7万 | 20.2万股 | $5,039.7万 | 20.7万股 | -5,000股-2.41% | 减仓 |
 TJXTJX |
| 0.77% | 0.94% | $5,247.3万 | 34.6万股 | $5,548.2万 | 34.6万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.76% | 0.78% | $5,170.4万 | 15.3万股 | $4,637.8万 | 15.3万股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.73% | 1.07% | $4,975.0万 | 47.9万股 | $6,336.3万 | 47.9万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.72% | 0.78% | $4,918.9万 | 42.7万股 | $4,617.6万 | 38.8万股 | +4.0万股+10.21% | 加仓 |
 WELLTOWER COMWELL |
| 0.7% | 1.01% | $4,766.4万 | 21.0万股 | $5,949.5万 | 30.0万股 | -9.0万股-30.00% | 减仓 |
 BIO-TECHNETECH |
| 0.69% | 0.45% | $4,703.3万 | 66.6万股 | $2,675.2万 | 51.0万股 | +15.5万股+30.45% | 加仓 |
 强生JNJ |
| 0.68% | 0.76% | $4,643.8万 | 18.3万股 | $4,483.3万 | 18.3万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.65% | 0.73% | $4,411.5万 | 8.8万股 | $4,338.2万 | 8.8万股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.64% | 0.62% | $4,352.6万 | 17.7万股 | $3,689.8万 | 17.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.64% | 0.65% | $4,338.7万 | 12.6万股 | $3,833.8万 | 12.6万股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.64% | 0.68% | $4,313.7万 | 47.0万股 | $4,036.1万 | 43.5万股 | +3.5万股+8.05% | 加仓 |
