 英伟达NVDA |
| 7.52% | 8% | $98.04亿 | 4,901.3万股 | $90.21亿 | 5,174.4万股 | -273.1万股-5.28% | 减仓 |
 苹果AAPL |
| 4.86% | 4.97% | $63.40亿 | 2,191.6万股 | $56.04亿 | 2,208.1万股 | -16.5万股-0.75% | 减仓 |
 谷歌AGOOGL |
| 3.58% | 3.12% | $46.70亿 | 1,306.6万股 | $35.19亿 | 1,223.7万股 | +82.9万股+6.78% | 加仓 |
 亚马逊AMZN |
| 3.55% | 3.17% | $46.23亿 | 1,939.7万股 | $35.77亿 | 1,717.5万股 | +222.2万股+12.94% | 加仓 |
 微软MSFT |
| 3.35% | 3.91% | $43.62亿 | 1,169.5万股 | $44.03亿 | 1,189.5万股 | -20.0万股-1.68% | 减仓 |
 应用材料AMAT |
| 2.37% | 1.38% | $30.87亿 | 427.0万股 | $15.54亿 | 454.8万股 | -27.8万股-6.12% | 减仓 |
 摩根大通JPM |
| 2.02% | 1.97% | $26.37亿 | 805.6万股 | $22.25亿 | 756.4万股 | +49.1万股+6.49% | 加仓 |
 博通AVGO |
| 2.02% | 2.19% | $26.29亿 | 696.0万股 | $24.69亿 | 797.6万股 | -101.6万股-12.73% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.87% | 1.53% | $24.39亿 | 690.2万股 | $17.22亿 | 600.4万股 | +89.8万股+14.96% | 加仓 |
 WELLTOWER COMWELL |
| 1.85% | 1.54% | $24.11亿 | 1,062.4万股 | $17.34亿 | 876.9万股 | +185.5万股+21.16% | 加仓 |
 Arm控股ARM |
| 1.77% | 1.32% | $23.06亿 | 650.4万股 | $14.87亿 | 982.6万股 | -332.2万股-33.81% | 减仓 |
 阿斯利康AZN |
| 1.68% | 2.23% | $21.94亿 | 1,172.0万股 | $25.11亿 | 1,293.9万股 | -121.8万股-9.41% | 减仓 |
 希捷STX |
| 1.56% | 1.26% | $20.35亿 | 210.8万股 | $14.18亿 | 362.0万股 | -151.2万股-41.76% | 减仓 |
| BBANK OF AMERBAC |
| 1.5% | 1.43% | $19.56亿 | 3,432.1万股 | $16.12亿 | 3,307.3万股 | +124.8万股+3.77% | 加仓 |
| DDEUTSCHE BK |
| 1.34% | 0.24% | $17.46亿 | 5,156.5万股 | $2.72亿 | 941.4万股 | +4,215.1万股+447.77% | 加仓 |
 礼来LLY |
| 1.23% | 1.03% | $16.06亿 | 133.9万股 | $11.62亿 | 126.3万股 | +7.6万股+5.99% | 加仓 |
 沃尔玛WMT |
| 1.22% | 1.71% | $15.88亿 | 1,402.4万股 | $19.27亿 | 1,550.6万股 | -148.1万股-9.55% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.21% | 2.07% | $15.73亿 | 2,023.1万股 | $23.35亿 | 2,517.1万股 | -493.9万股-19.62% | 减仓 |
 联合太平洋铁路UNP |
| 1.2% | 1.07% | $15.61亿 | 573.8万股 | $12.02亿 | 495.5万股 | +78.3万股+15.79% | 加仓 |
 派克汉尼汾PH |
| 1.19% | 1.25% | $15.48亿 | 158.2万股 | $14.06亿 | 157.1万股 | +1.2万股+0.75% | 加仓 |
 美光科技MU |
| 1.18% | 0.48% | $15.41亿 | 133.5万股 | $5.44亿 | 161.0万股 | -27.4万股-17.05% | 减仓 |
 美国运通AXP |
| 1.13% | 1.18% | $14.79亿 | 437.3万股 | $13.32亿 | 440.3万股 | -3.0万股-0.67% | 减仓 |
| CCRHCRH |
| 1.09% | 1.1% | $14.20亿 | 1,327.1万股 | $12.38亿 | 1,178.0万股 | +149.1万股+12.66% | 加仓 |
 万事达MA |
| 1.08% | 0.58% | $14.08亿 | 274.1万股 | $6.59亿 | 131.8万股 | +142.2万股+107.90% | 加仓 |
| T赛默飞世尔TMO |
| 1.06% | 1.27% | $13.83亿 | 275.8万股 | $14.33亿 | 291.5万股 | -15.7万股-5.39% | 减仓 |
 强生JNJ |
| 1.05% | 1.34% | $13.66亿 | 537.8万股 | $15.09亿 | 617.3万股 | -79.5万股-12.87% | 减仓 |
 Meta平台META |
| 0.96% | 1.96% | $12.52亿 | 222.2万股 | $22.08亿 | 386.0万股 | -163.8万股-42.43% | 减仓 |
 爱德华生命科学EW |
| 0.9% | 0.91% | $11.76亿 | 1,300.3万股 | $10.26亿 | 1,281.2万股 | +19.1万股+1.49% | 加仓 |
 MCKESSON COMMCK |
| 0.89% | 0.8% | $11.63亿 | 153.9万股 | $9.06亿 | 104.7万股 | +49.2万股+46.97% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.87% | 0.81% | $11.31亿 | 246.4万股 | $9.16亿 | 188.9万股 | +57.5万股+30.42% | 加仓 |
 AMD超威AMD |
| 0.84% | 0.12% | $10.93亿 | 188.2万股 | $1.39亿 | 68.3万股 | +119.9万股+175.55% | 加仓 |
| C花旗集团C |
| 0.84% | 0.67% | $10.90亿 | 778.5万股 | $7.61亿 | 670.7万股 | +107.8万股+16.07% | 加仓 |
 TJXTJX |
| 0.83% | 0.97% | $10.83亿 | 715.0万股 | $10.95亿 | 685.7万股 | +29.3万股+4.28% | 加仓 |
| PPROLOGIS COMPLD |
| 0.81% | 1% | $10.54亿 | 777.8万股 | $11.32亿 | 856.5万股 | -78.7万股-9.19% | 减仓 |
 可口可乐KO |
| 0.79% | 0.76% | $10.31亿 | 1,269.2万股 | $8.56亿 | 1,125.9万股 | +143.3万股+12.73% | 加仓 |
 泛林集团LRCX |
| 0.78% | 0.43% | $10.13亿 | 233.7万股 | $4.79亿 | 224.4万股 | +9.3万股+4.16% | 加仓 |
 英特尔INTC |
| 0.77% | 0.07% | $10.01亿 | 717.2万股 | $8,449.9万 | 191.5万股 | +525.7万股+274.48% | 加仓 |
 贝克休斯BKR |
| 0.76% | 0.74% | $9.85亿 | 1,774.0万股 | $8.39亿 | 1,373.5万股 | +400.5万股+29.16% | 加仓 |
 CloudflareNET |
| 0.74% | 0.98% | $9.64亿 | 393.0万股 | $11.09亿 | 538.5万股 | -145.5万股-27.02% | 减仓 |
 QUANTA SVCSPWR |
| 0.74% | 1.07% | $9.60亿 | 133.3万股 | $12.10亿 | 220.4万股 | -87.1万股-39.51% | 减仓 |
 UNITED RENTALSURI |
| 0.72% | 0.6% | $9.36亿 | 82.6万股 | $6.77亿 | 92.9万股 | -10.3万股-11.11% | 减仓 |
 甲骨文ORCL |
| 0.67% | 0.55% | $8.73亿 | 596.0万股 | $6.22亿 | 423.0万股 | +173.0万股+40.91% | 加仓 |
| FFTAI AVIATIONFTAI |
| 0.65% | 0.82% | $8.50亿 | 314.3万股 | $9.19亿 | 375.3万股 | -60.9万股-16.24% | 减仓 |
 MONGODB CL AMDB |
| 0.65% | 0.42% | $8.45亿 | 251.5万股 | $4.78亿 | 195.3万股 | +56.2万股+28.76% | 加仓 |
 台积电TSM |
| 0.64% | 0.43% | $8.32亿 | 174.3万股 | $4.81亿 | 142.4万股 | +31.8万股+22.36% | 加仓 |
 GE航空GE |
| 0.61% | 0.53% | $7.98亿 | 213.6万股 | $6.03亿 | 212.4万股 | +1.2万股+0.54% | 加仓 |
 AON SHS CL AAON |
| 0.57% | 0.84% | $7.48亿 | 225.6万股 | $9.52亿 | 294.8万股 | -69.3万股-23.49% | 减仓 |
 特斯拉TSLA |
| 0.57% | 0.63% | $7.39亿 | 175.7万股 | $7.05亿 | 189.6万股 | -13.9万股-7.34% | 减仓 |
 艾伯维ABBV |
| 0.56% | 0.21% | $7.26亿 | 288.6万股 | $2.37亿 | 109.1万股 | +179.4万股+164.42% | 加仓 |
 安费诺APH |
| 0.51% | 0.39% | $6.64亿 | 376.5万股 | $4.43亿 | 350.6万股 | +25.9万股+7.40% | 加仓 |
