 谷歌AGOOGL |
| 6.3% | 5.6% | $3.15亿 | 88.2万股 | $2.68亿 | 93.2万股 | -5.0万股-5.32% | 减仓 |
 微软MSFT |
| 6.25% | 5.96% | $3.13亿 | 83.9万股 | $2.85亿 | 77.0万股 | +6.9万股+8.92% | 加仓 |
 苹果AAPL |
| 5.66% | 5.54% | $2.83亿 | 97.9万股 | $2.65亿 | 104.4万股 | -6.5万股-6.20% | 减仓 |
 思科CSCO |
| 4.99% | 4.13% | $2.50亿 | 212.7万股 | $1.97亿 | 254.5万股 | -41.8万股-16.43% | 减仓 |
| IIBMIBM |
| 3.95% | 3.46% | $1.97亿 | 70.2万股 | $1.65亿 | 68.3万股 | +2.0万股+2.87% | 加仓 |
 博通AVGO |
| 3.63% | 2.81% | $1.81亿 | 48.0万股 | $1.34亿 | 43.4万股 | +4.6万股+10.59% | 加仓 |
 VisaV |
| 3.49% | 3.19% | $1.75亿 | 50.9万股 | $1.53亿 | 50.5万股 | +3,881股+0.77% | 加仓 |
 摩根大通JPM |
| 3.2% | 2.98% | $1.60亿 | 48.9万股 | $1.43亿 | 48.5万股 | +3,964股+0.82% | 加仓 |
 强生JNJ |
| 3.2% | 3.04% | $1.60亿 | 63.0万股 | $1.46亿 | 59.5万股 | +3.5万股+5.88% | 加仓 |
 雪佛龙CVX |
| 3.13% | 4.15% | $1.56亿 | 94.4万股 | $1.98亿 | 95.9万股 | -1.4万股-1.51% | 减仓 |
 可口可乐KO |
| 2.95% | 3.5% | $1.48亿 | 181.9万股 | $1.68亿 | 220.3万股 | -38.4万股-17.43% | 减仓 |
 英伟达NVDA |
| 2.64% | 2.72% | $1.32亿 | 66.0万股 | $1.30亿 | 74.6万股 | -8.6万股-11.50% | 减仓 |
 宝洁PG |
| 2.33% | 1.99% | $1.17亿 | 79.5万股 | $9,517.2万 | 65.9万股 | +13.6万股+20.67% | 加仓 |
 Meta平台META |
| 2.11% | 2.09% | $1.05亿 | 18.7万股 | $1.00亿 | 17.5万股 | +1.2万股+7.02% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.95% | 1.53% | $9,754.3万 | 397.3万股 | $7,309.5万 | 254.6万股 | +142.7万股+56.06% | 加仓 |
 麦当劳MCD |
| 1.91% | 1.38% | $9,565.9万 | 35.4万股 | $6,597.6万 | 21.2万股 | +14.2万股+66.70% | 加仓 |
 赛富时CRM |
| 1.84% | 1.49% | $9,214.2万 | 58.8万股 | $7,105.1万 | 38.1万股 | +20.8万股+54.53% | 加仓 |
 埃克森美孚XOM |
| 1.83% | 2.95% | $9,158.0万 | 67.0万股 | $1.41亿 | 83.2万股 | -16.2万股-19.46% | 减仓 |
 亚马逊AMZN |
| 1.79% | 1.7% | $8,965.2万 | 37.6万股 | $8,124.9万 | 39.0万股 | -1.4万股-3.58% | 减仓 |
 惠普HPQ |
| 1.61% | 0.85% | $8,059.0万 | 367.3万股 | $4,074.7万 | 212.1万股 | +155.2万股+73.17% | 加仓 |
 卡特彼勒CAT |
| 1.6% | 1.68% | $7,991.2万 | 7.5万股 | $8,011.9万 | 11.3万股 | -3.8万股-33.64% | 减仓 |
 AMGEN COMAMGN |
| 1.52% | 1.43% | $7,585.6万 | 20.9万股 | $6,853.5万 | 19.5万股 | +1.5万股+7.54% | 加仓 |
 PALO ALTOPANW |
| 1.48% | 1% | $7,424.0万 | 21.8万股 | $4,804.8万 | 30.0万股 | -8.2万股-27.36% | 减仓 |
 家得宝HD |
| 1.39% | 1.23% | $6,940.8万 | 19.7万股 | $5,876.8万 | 17.9万股 | +1.8万股+10.14% | 加仓 |
 威瑞森VZ |
| 1.35% | 1.46% | $6,746.8万 | 159.3万股 | $6,975.2万 | 138.9万股 | +20.4万股+14.68% | 加仓 |
 PAYPAL COMPYPL |
| 1.3% | 0.01% | $6,509.5万 | 150.8万股 | $58.6万 | 1.3万股 | +149.5万股+11,526.69% | 加仓 |
 百事可乐PEP |
| 1.27% | 1.33% | $6,374.2万 | 47.1万股 | $6,352.6万 | 40.9万股 | +6.2万股+15.08% | 加仓 |
 高盛GS |
| 1.19% | 1.13% | $5,950.3万 | 5.9万股 | $5,409.0万 | 6.4万股 | -5,103股-7.98% | 减仓 |
 美国电力AEP |
| 1.16% | 1.23% | $5,796.9万 | 42.4万股 | $5,875.7万 | 44.8万股 | -2.5万股-5.47% | 减仓 |
 礼来LLY |
| 0.83% | 0.63% | $4,160.0万 | 3.5万股 | $2,996.6万 | 3.3万股 | +2,103股+6.45% | 加仓 |
| DDEUTSCHE BK |
| 0.68% | 2.91% | $3,400.4万 | 100.7万股 | $1.39亿 | 467.9万股 | -367.1万股-78.47% | 减仓 |
| T赛默飞世尔TMO |
| 0.66% | 0.66% | $3,296.7万 | 6.6万股 | $3,147.5万 | 6.4万股 | +1,722股+2.69% | 加仓 |
 甲骨文ORCL |
| 0.61% | 0.55% | $3,059.7万 | 20.9万股 | $2,625.0万 | 17.8万股 | +3.0万股+17.01% | 加仓 |
 沃尔玛WMT |
| 0.58% | 0.44% | $2,892.5万 | 25.5万股 | $2,111.9万 | 17.0万股 | +8.5万股+50.29% | 加仓 |
 默沙东MRK |
| 0.55% | 0.5% | $2,764.3万 | 21.5万股 | $2,398.1万 | 19.9万股 | +1.6万股+7.91% | 加仓 |
 万事达MA |
| 0.52% | 0.44% | $2,624.4万 | 5.1万股 | $2,113.2万 | 4.2万股 | +8,805股+20.82% | 加仓 |
 应用材料AMAT |
| 0.5% | 0.19% | $2,479.2万 | 3.4万股 | $889.3万 | 2.6万股 | +8,270股+31.78% | 加仓 |
| Q高通QCOM |
| 0.49% | 1.34% | $2,430.2万 | 13.2万股 | $6,414.9万 | 49.8万股 | -36.7万股-73.60% | 减仓 |
 康宁GLW |
| 0.42% | 0.1% | $2,126.0万 | 8.3万股 | $459.4万 | 3.4万股 | +4.9万股+146.34% | 加仓 |
 NETFLIXNFLX |
| 0.39% | 0.55% | $1,960.4万 | 27.5万股 | $2,640.7万 | 27.5万股 | -88股-0.03% | 减仓 |
 科磊KLAC |
| 0.35% | 0.18% | $1,753.3万 | 5.8万股 | $867.1万 | 5,889股 | +5.2万股+886.81% | 加仓 |
| AAT&TT |
| 0.34% | 0.32% | $1,682.8万 | 81.3万股 | $1,511.5万 | 52.1万股 | +29.2万股+55.91% | 加仓 |
| BBANK OF AMERBAC |
| 0.34% | 0.37% | $1,678.9万 | 29.5万股 | $1,765.3万 | 36.2万股 | -6.7万股-18.64% | 减仓 |
 GE航空GE |
| 0.32% | 0.33% | $1,588.1万 | 4.2万股 | $1,563.9万 | 5.5万股 | -1.3万股-22.90% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.32% | $1,549.9万 | 3.1万股 | $1,536.8万 | 3.2万股 | -1,098股-3.42% | 减仓 |
 贝莱德·INC COMBLK |
| 0.3% | 0.27% | $1,493.0万 | 1.6万股 | $1,300.3万 | 1.4万股 | +2,006股+14.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.34% | $1,468.7万 | 4.2万股 | $1,621.6万 | 5.7万股 | -1.5万股-26.46% | 减仓 |
 好市多COST |
| 0.29% | 0.23% | $1,454.3万 | 1.6万股 | $1,106.7万 | 1.1万股 | +4,439股+39.97% | 加仓 |
 联合健康UNH |
| 0.28% | 0.56% | $1,407.7万 | 3.4万股 | $2,695.3万 | 10.0万股 | -6.6万股-66.00% | 减仓 |
 WASTE MGMT DELWM |
| 0.27% | 0.62% | $1,373.1万 | 6.2万股 | $2,986.4万 | 13.0万股 | -6.8万股-52.60% | 减仓 |
