 英伟达NVDA |
| 4.81% | 4.63% | $3.36亿 | 178.6万股 | $2.71亿 | 155.9万股 | +22.7万股+14.53% | 加仓 |
 微软MSFT |
| 4.2% | 3.96% | $2.93亿 | 78.9万股 | $2.32亿 | 62.8万股 | +16.1万股+25.58% | 加仓 |
 谷歌AGOOGL |
| 4.12% | 4.2% | $2.88亿 | 88.6万股 | $2.46亿 | 85.9万股 | +2.6万股+3.05% | 加仓 |
 亚马逊AMZN |
| 2.41% | 2.37% | $1.68亿 | 76.1万股 | $1.39亿 | 67.0万股 | +9.1万股+13.62% | 加仓 |
 苹果AAPL |
| 2.38% | 2.41% | $1.66亿 | 60.5万股 | $1.41亿 | 55.9万股 | +4.6万股+8.19% | 加仓 |
 应用材料AMAT |
| 1.94% | 1.09% | $1.35亿 | 20.1万股 | $6,366.1万 | 18.6万股 | +1.5万股+8.02% | 加仓 |
| V先锋领航指数基金VOO |
| 1.64% | 1.93% | $1.14亿 | 19.1万股 | $1.13亿 | 18.9万股 | +1,600股+0.85% | 加仓 |
 强生JNJ |
| 1.62% | 2.01% | $1.13亿 | 45.7万股 | $1.18亿 | 48.2万股 | -2.5万股-5.11% | 减仓 |
| IiShares安硕IEMG |
| 1.59% | 1.89% | $1.11亿 | 158.6万股 | $1.11亿 | 158.5万股 | +979股+0.06% | 加仓 |
 博通AVGO |
| 1.57% | 1.83% | $1.10亿 | 33.3万股 | $1.07亿 | 34.8万股 | -1.4万股-4.17% | 减仓 |
 家得宝HD |
| 1.57% | 1.86% | $1.09亿 | 32.7万股 | $1.09亿 | 33.3万股 | -5,324股-1.60% | 减仓 |
 芝加哥商品交易所CME |
| 1.55% | 1.91% | $1.08亿 | 37.4万股 | $1.12亿 | 37.9万股 | -5,388股-1.42% | 减仓 |
 默沙东MRK |
| 1.45% | 1.97% | $1.01亿 | 98.7万股 | $1.16亿 | 96.1万股 | +2.7万股+2.78% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.36% | 1.71% | $9,484.1万 | 69.1万股 | $1.01亿 | 72.1万股 | -3.0万股-4.23% | 减仓 |
 礼来LLY |
| 1.32% | 1.4% | $9,177.7万 | 9.0万股 | $8,238.0万 | 9.0万股 | +359股+0.40% | 加仓 |
 美光科技MU |
| 1.29% | 0.16% | $9,008.7万 | 8.3万股 | $926.3万 | 2.7万股 | +5.6万股+202.48% | 加仓 |
 艾默生电气EMR |
| 1.28% | 1.53% | $8,921.6万 | 67.5万股 | $8,964.0万 | 68.4万股 | -9,409股-1.38% | 减仓 |
 艾伯维ABBV |
| 1.11% | 1.25% | $7,737.0万 | 34.3万股 | $7,325.2万 | 33.7万股 | +5,849股+1.74% | 加仓 |
 德州仪器TXN |
| 1.06% | 1.27% | $7,426.0万 | 37.0万股 | $7,476.3万 | 38.5万股 | -1.6万股-4.04% | 减仓 |
 英特尔INTC |
| 1.06% | 0.83% | $7,415.2万 | 57.2万股 | $4,887.1万 | 110.8万股 | -53.6万股-48.40% | 减仓 |
 万事达MA |
| 1.06% | 1.23% | $7,373.3万 | 14.6万股 | $7,205.7万 | 14.4万股 | +2,144股+1.49% | 加仓 |
 帕卡PCAR |
| 1.05% | 1.25% | $7,307.1万 | 63.0万股 | $7,355.7万 | 63.7万股 | -6,811股-1.07% | 减仓 |
 AMGEN COMAMGN |
| 1.04% | 1.25% | $7,280.8万 | 20.6万股 | $7,307.2万 | 20.8万股 | -1,269股-0.61% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.99% | 1.16% | $6,893.5万 | 41.4万股 | $6,775.1万 | 42.0万股 | -6,146股-1.46% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.99% | 0.53% | $6,892.5万 | 17.5万股 | $3,122.3万 | 9.8万股 | +7.7万股+78.30% | 加仓 |
 FERROVIAL NV ORD SHSFER |
| 0.98% | 1.17% | $6,866.4万 | 107.2万股 | $6,862.3万 | 107.5万股 | -3,166股-0.29% | 减仓 |
 麦当劳MCD |
| 0.97% | 1.15% | $6,777.5万 | 22.2万股 | $6,717.0万 | 21.6万股 | +6,038股+2.79% | 加仓 |
| E爱克斯龙EXC |
| 0.96% | 1.16% | $6,720.6万 | 138.2万股 | $6,832.4万 | 139.4万股 | -1.2万股-0.87% | 减仓 |
 Meta平台META |
| 0.94% | 0.86% | $6,525.3万 | 11.5万股 | $5,050.2万 | 8.8万股 | +2.7万股+30.15% | 加仓 |
 ILLINOIS TOOLITW |
| 0.93% | 1.12% | $6,509.7万 | 27.6万股 | $6,563.0万 | 25.2万股 | +2.3万股+9.29% | 加仓 |
 REALTY INCOME COMO |
| 0.93% | 1.12% | $6,501.8万 | 118.4万股 | $6,576.0万 | 107.5万股 | +10.9万股+10.18% | 加仓 |
 宝洁PG |
| 0.9% | 1.07% | $6,269.6万 | 43.3万股 | $6,296.6万 | 43.6万股 | -2,594股-0.60% | 减仓 |
| AAT&TT |
| 0.87% | 1.09% | $6,106.1万 | 217.7万股 | $6,403.5万 | 220.9万股 | -3.2万股-1.45% | 减仓 |
 百事可乐PEP |
| 0.86% | 1.02% | $5,971.0万 | 39.2万股 | $5,990.0万 | 38.6万股 | +6,141股+1.59% | 加仓 |
| IIBMIBM |
| 0.84% | 0.96% | $5,857.1万 | 23.7万股 | $5,612.1万 | 23.2万股 | +5,126股+2.21% | 加仓 |
 贝克休斯BKR |
| 0.83% | 1.02% | $5,795.9万 | 96.0万股 | $6,008.0万 | 98.4万股 | -2.4万股-2.49% | 减仓 |
 高露洁CL |
| 0.81% | 0.97% | $5,619.8万 | 65.4万股 | $5,662.8万 | 66.4万股 | -1.0万股-1.57% | 减仓 |
 思科CSCO |
| 0.8% | 0.95% | $5,584.2万 | 68.9万股 | $5,561.4万 | 71.7万股 | -2.8万股-3.88% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.53% | $5,196.1万 | 15.7万股 | $3,125.5万 | 10.9万股 | +4.8万股+44.06% | 加仓 |
 林德LIN |
| 0.74% | 0.64% | $5,159.9万 | 10.3万股 | $3,773.9万 | 7.6万股 | +2.7万股+35.03% | 加仓 |
 ADPADP |
| 0.73% | 0.87% | $5,089.2万 | 27.4万股 | $5,121.3万 | 25.2万股 | +2.2万股+8.85% | 加仓 |
 达登饭店DRI |
| 0.71% | 0.85% | $4,963.1万 | 25.2万股 | $4,980.3万 | 25.4万股 | -2,388股-0.94% | 减仓 |
 好市多COST |
| 0.7% | 0.86% | $4,871.7万 | 4.9万股 | $5,027.8万 | 5.0万股 | -1,370股-2.71% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 0.69% | 0.81% | $4,821.3万 | 53.4万股 | $4,734.7万 | 52.6万股 | +7,878股+1.50% | 加仓 |
 特斯拉TSLA |
| 0.69% | 0.83% | $4,790.2万 | 12.0万股 | $4,867.2万 | 13.1万股 | -1.1万股-8.16% | 减仓 |
| B纽约梅隆银行BK |
| 0.66% | 0.68% | $4,585.9万 | 34.8万股 | $4,001.9万 | 33.8万股 | +1.1万股+3.20% | 加仓 |
 埃森哲ACN |
| 0.65% | 0.76% | $4,555.6万 | 25.1万股 | $4,451.9万 | 22.5万股 | +2.6万股+11.72% | 加仓 |
 沃尔玛WMT |
| 0.65% | 0.78% | $4,535.7万 | 38.4万股 | $4,567.7万 | 36.8万股 | +1.6万股+4.45% | 加仓 |
 瑞银UBS |
| 0.62% | 0.71% | $4,332.3万 | 110.4万股 | $4,146.9万 | 108.7万股 | +1.8万股+1.63% | 加仓 |
 泛林集团LRCX |
| 0.6% | 0.28% | $4,198.0万 | 9.7万股 | $1,615.3万 | 7.6万股 | +2.1万股+28.21% | 加仓 |
