 英伟达NVDA |
| 5.41% | 4.92% | $65.41亿 | 3,268.8万股 | $56.51亿 | 3,240.0万股 | +28.8万股+0.89% | 加仓 |
 谷歌AGOOGL |
| 3.41% | 2.63% | $41.20亿 | 1,152.8万股 | $30.16亿 | 1,048.9万股 | +103.9万股+9.90% | 加仓 |
 苹果AAPL |
| 3.4% | 2.9% | $41.12亿 | 1,421.2万股 | $33.32亿 | 1,313.0万股 | +108.2万股+8.24% | 加仓 |
 亚马逊AMZN |
| 2.4% | 2.62% | $28.96亿 | 1,215.3万股 | $30.10亿 | 1,445.0万股 | -229.8万股-15.90% | 减仓 |
 博通AVGO |
| 2.31% | 2.24% | $27.89亿 | 738.2万股 | $25.77亿 | 832.7万股 | -94.4万股-11.34% | 减仓 |
 台积电TSM |
| 1.94% | 1.4% | $23.40亿 | 490.0万股 | $16.04亿 | 474.7万股 | +15.3万股+3.23% | 加仓 |
 微软MSFT |
| 1.91% | 2.99% | $23.15亿 | 620.6万股 | $34.32亿 | 927.0万股 | -306.4万股-33.06% | 减仓 |
 VisaV |
| 1.83% | 1.7% | $22.15亿 | 645.7万股 | $19.53亿 | 646.1万股 | -4,096股-0.06% | 减仓 |
 Meta平台META |
| 1.76% | 2.35% | $21.24亿 | 377.1万股 | $27.02亿 | 472.2万股 | -95.1万股-20.14% | 减仓 |
 威廉姆斯WMB |
| 1.49% | 1.47% | $18.00亿 | 2,421.2万股 | $16.91亿 | 2,323.9万股 | +97.3万股+4.19% | 加仓 |
 阿斯麦ASML |
| 1.47% | 1.06% | $17.81亿 | 89.5万股 | $12.21亿 | 92.4万股 | -2.9万股-3.14% | 减仓 |
 PALO ALTOPANW |
| 1.17% | 0.69% | $14.17亿 | 415.5万股 | $7.87亿 | 491.1万股 | -75.6万股-15.39% | 减仓 |
 摩根大通JPM |
| 1.13% | 1.1% | $13.66亿 | 417.4万股 | $12.69亿 | 431.5万股 | -14.1万股-3.27% | 减仓 |
 强生JNJ |
| 1.12% | 1.2% | $13.57亿 | 534.3万股 | $13.80亿 | 564.7万股 | -30.4万股-5.39% | 减仓 |
 林德LIN |
| 1.07% | 1.15% | $12.89亿 | 248.4万股 | $13.24亿 | 267.1万股 | -18.7万股-6.98% | 减仓 |
 德州仪器TXN |
| 1.04% | 0.74% | $12.55亿 | 421.1万股 | $8.46亿 | 436.0万股 | -14.9万股-3.42% | 减仓 |
 福泰制药VRTX |
| 0.96% | 1.05% | $11.64亿 | 234.3万股 | $12.06亿 | 270.1万股 | -35.8万股-13.26% | 减仓 |
 埃克森美孚XOM |
| 0.96% | 1.02% | $11.60亿 | 848.2万股 | $11.72亿 | 690.5万股 | +157.7万股+22.84% | 加仓 |
 NETFLIXNFLX |
| 0.95% | 1.64% | $11.43亿 | 1,600.7万股 | $18.81亿 | 1,955.9万股 | -355.2万股-18.16% | 减仓 |
 伊顿ETN |
| 0.93% | 0.99% | $11.29亿 | 265.0万股 | $11.33亿 | 316.9万股 | -51.9万股-16.38% | 减仓 |
 固安捷GWW |
| 0.85% | 0.8% | $10.26亿 | 75.4万股 | $9.22亿 | 84.6万股 | -9.1万股-10.80% | 减仓 |
 Arista网络ANET |
| 0.84% | 0.47% | $10.21亿 | 600.8万股 | $5.45亿 | 443.7万股 | +157.0万股+35.39% | 加仓 |
 阿斯利康AZN |
| 0.79% | 0.89% | $9.52亿 | 502.2万股 | $10.18亿 | 516.1万股 | -13.9万股-2.70% | 减仓 |
 TRAVELERS COSTRV |
| 0.77% | 0.71% | $9.28亿 | 281.2万股 | $8.16亿 | 279.8万股 | +1.4万股+0.49% | 加仓 |
 雷神技术RTX |
| 0.73% | 0.92% | $8.85亿 | 466.4万股 | $10.58亿 | 548.6万股 | -82.2万股-14.98% | 减仓 |
 CVS健康CVS |
| 0.73% | 0.55% | $8.83亿 | 853.7万股 | $6.30亿 | 877.5万股 | -23.8万股-2.71% | 减仓 |
 特斯拉TSLA |
| 0.71% | 0.55% | $8.63亿 | 205.1万股 | $6.32亿 | 170.0万股 | +35.1万股+20.66% | 加仓 |
| T赛默飞世尔TMO |
| 0.7% | 0.69% | $8.48亿 | 169.1万股 | $7.92亿 | 161.1万股 | +8.0万股+4.99% | 加仓 |
 联合太平洋铁路UNP |
| 0.68% | 0.65% | $8.17亿 | 300.4万股 | $7.46亿 | 307.4万股 | -7.0万股-2.28% | 减仓 |
 EntergyETR |
| 0.66% | 0.67% | $8.02亿 | 698.4万股 | $7.72亿 | 686.7万股 | +11.6万股+1.70% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.65% | 0.97% | $7.84亿 | 470.6万股 | $11.14亿 | 642.4万股 | -171.8万股-26.74% | 减仓 |
 宣伟SHW |
| 0.62% | 0.65% | $7.47亿 | 217.1万股 | $7.50亿 | 234.1万股 | -17.0万股-7.26% | 减仓 |
 空气化工APD |
| 0.62% | 0.66% | $7.44亿 | 253.8万股 | $7.59亿 | 261.2万股 | -7.4万股-2.83% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.61% | 0.76% | $7.39亿 | 366.4万股 | $8.77亿 | 419.5万股 | -53.1万股-12.65% | 减仓 |
 TJXTJX |
| 0.59% | 0.74% | $7.13亿 | 470.4万股 | $8.54亿 | 534.5万股 | -64.0万股-11.98% | 减仓 |
 加拿大国家铁路CNI |
| 0.59% | 0.47% | $7.11亿 | 596.4万股 | $5.40亿 | 525.3万股 | +71.1万股+13.54% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.58% | 0.62% | $7.05亿 | 492.6万股 | $7.10亿 | 562.6万股 | -70.0万股-12.44% | 减仓 |
 黑石集团BX |
| 0.58% | 0.31% | $6.96亿 | 591.2万股 | $3.51亿 | 305.6万股 | +285.6万股+93.44% | 加仓 |
| BBANK OF AMERBAC |
| 0.57% | 0.55% | $6.84亿 | 1,200.4万股 | $6.29亿 | 1,291.2万股 | -90.8万股-7.03% | 减仓 |
 Vulcan材料VMC |
| 0.56% | 0.55% | $6.78亿 | 229.9万股 | $6.33亿 | 232.6万股 | -2.7万股-1.17% | 减仓 |
 可口可乐KO |
| 0.56% | 0.54% | $6.78亿 | 834.2万股 | $6.25亿 | 821.3万股 | +13.0万股+1.58% | 加仓 |
 Tc Energy Corp COMMONTRP |
| 0.52% | 0.49% | $6.25亿 | 942.8万股 | $5.60亿 | 894.5万股 | +48.3万股+5.40% | 加仓 |
 CrowdStrikeCRWD |
| 0.51% | 0.33% | $6.20亿 | 81.3万股 | $3.80亿 | 97.5万股 | -16.2万股-16.61% | 减仓 |
 VertivVRT |
| 0.51% | 0.57% | $6.20亿 | 185.1万股 | $6.55亿 | 261.5万股 | -76.3万股-29.19% | 减仓 |
 甲骨文ORCL |
| 0.51% | 0.54% | $6.18亿 | 421.5万股 | $6.21亿 | 421.8万股 | -3,770股-0.09% | 减仓 |
 PEMBINA PIPELINEPBA |
| 0.51% | 0.33% | $6.16亿 | 1,331.6万股 | $3.78亿 | 844.5万股 | +487.0万股+57.67% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.51% | 0.55% | $6.12亿 | 374.3万股 | $6.36亿 | 368.5万股 | +5.7万股+1.55% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.5% | 0.5% | $6.10亿 | 515.5万股 | $5.77亿 | 517.9万股 | -2.4万股-0.46% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.49% | 0.44% | $5.94亿 | 186.6万股 | $5.08亿 | 187.7万股 | -1.0万股-0.55% | 减仓 |
 礼来LLY |
| 0.48% | 0.37% | $5.80亿 | 48.4万股 | $4.29亿 | 46.7万股 | +1.7万股+3.61% | 加仓 |
