 英伟达NVDA |
| 6.4% | 6.42% | $78.51亿 | 3,984.5万股 | $68.81亿 | 4,046.2万股 | -61.8万股-1.53% | 减仓 |
 苹果AAPL |
| 5.42% | 5.27% | $66.50亿 | 2,317.2万股 | $56.46亿 | 2,283.2万股 | +33.9万股+1.49% | 加仓 |
 微软MSFT |
| 4.05% | 4.58% | $49.61亿 | 1,341.8万股 | $49.15亿 | 1,352.1万股 | -10.3万股-0.76% | 减仓 |
 博通AVGO |
| 2.93% | 2.84% | $35.96亿 | 959.6万股 | $30.43亿 | 1,012.0万股 | -52.4万股-5.18% | 减仓 |
 亚马逊AMZN |
| 2.87% | 2.91% | $35.24亿 | 1,479.2万股 | $31.23亿 | 1,524.2万股 | -44.9万股-2.95% | 减仓 |
 谷歌AGOOGL |
| 2.57% | 2.35% | $31.57亿 | 889.9万股 | $25.19亿 | 897.0万股 | -7.1万股-0.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.54% | 2.3% | $31.15亿 | 884.1万股 | $24.66亿 | 880.5万股 | +3.6万股+0.41% | 加仓 |
 美光科技MU |
| 1.77% | 0.59% | $21.77亿 | 191.3万股 | $6.32亿 | 195.8万股 | -4.5万股-2.32% | 减仓 |
 泛林集团LRCX |
| 1.75% | 1.19% | $21.45亿 | 496.6万股 | $12.71亿 | 619.0万股 | -122.3万股-19.76% | 减仓 |
 AMD超威AMD |
| 1.45% | 0.8% | $17.83亿 | 320.1万股 | $8.57亿 | 430.3万股 | -110.2万股-25.61% | 减仓 |
 礼来LLY |
| 1.45% | 1.24% | $17.80亿 | 147.7万股 | $13.30亿 | 146.2万股 | +1.5万股+1.05% | 加仓 |
 思科CSCO |
| 1.4% | 1.18% | $17.13亿 | 1,445.9万股 | $12.65亿 | 1,647.7万股 | -201.8万股-12.25% | 减仓 |
 应用材料AMAT |
| 1.19% | 0.63% | $14.61亿 | 199.9万股 | $6.75亿 | 204.3万股 | -4.4万股-2.15% | 减仓 |
 Meta平台META |
| 1.11% | 1.17% | $13.58亿 | 245.9万股 | $12.57亿 | 227.6万股 | +18.3万股+8.02% | 加仓 |
 强生JNJ |
| 1.04% | 1.06% | $12.79亿 | 502.4万股 | $11.40亿 | 468.4万股 | +34.0万股+7.27% | 加仓 |
 摩根大通JPM |
| 1% | 0.98% | $12.23亿 | 370.8万股 | $10.49亿 | 363.6万股 | +7.2万股+1.98% | 加仓 |
 艾伯维ABBV |
| 0.99% | 0.88% | $12.08亿 | 480.5万股 | $9.47亿 | 438.3万股 | +42.3万股+9.64% | 加仓 |
| C花旗集团C |
| 0.95% | 0.84% | $11.63亿 | 824.6万股 | $8.99亿 | 817.8万股 | +6.8万股+0.84% | 加仓 |
 TJXTJX |
| 0.89% | 1.06% | $10.96亿 | 722.3万股 | $11.35亿 | 720.3万股 | +2.0万股+0.28% | 加仓 |
 万事达MA |
| 0.86% | 1.04% | $10.55亿 | 206.4万股 | $11.16亿 | 227.0万股 | -20.6万股-9.07% | 减仓 |
 飞塔FTNT |
| 0.84% | 0.52% | $10.30亿 | 678.2万股 | $5.54亿 | 691.4万股 | -13.2万股-1.90% | 减仓 |
 特灵科技TT |
| 0.81% | 1% | $9.93亿 | 201.7万股 | $10.75亿 | 262.8万股 | -61.1万股-23.24% | 减仓 |
 GE VernovaGEV |
| 0.76% | 0.5% | $9.28亿 | 81.9万股 | $5.34亿 | 63.3万股 | +18.6万股+29.39% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.75% | 0.32% | $9.26亿 | 215.4万股 | $3.42亿 | 217.3万股 | -1.9万股-0.87% | 减仓 |
 美国运通AXP |
| 0.73% | 0.71% | $8.90亿 | 261.0万股 | $7.59亿 | 254.4万股 | +6.6万股+2.60% | 加仓 |
 西屋制动WAB |
| 0.68% | 0.81% | $8.36亿 | 309.3万股 | $8.64亿 | 355.6万股 | -46.3万股-13.01% | 减仓 |
 VisaV |
| 0.68% | 0.68% | $8.29亿 | 242.0万股 | $7.32亿 | 246.2万股 | -4.3万股-1.74% | 减仓 |
 AMGEN COMAMGN |
| 0.65% | 0.82% | $8.02亿 | 224.0万股 | $8.76亿 | 251.9万股 | -28.0万股-11.10% | 减仓 |
 迈威尔MRVL |
| 0.64% | 0.3% | $7.80亿 | 265.1万股 | $3.23亿 | 345.0万股 | -79.9万股-23.17% | 减仓 |
 MCKESSON COMMCK |
| 0.61% | 0.79% | $7.53亿 | 100.4万股 | $8.42亿 | 98.8万股 | +1.6万股+1.67% | 加仓 |
 NETFLIXNFLX |
| 0.61% | 0.87% | $7.50亿 | 1,038.3万股 | $9.37亿 | 993.5万股 | +44.8万股+4.51% | 加仓 |
 艾默生电气EMR |
| 0.61% | 0.71% | $7.46亿 | 520.7万股 | $7.58亿 | 597.6万股 | -76.9万股-12.87% | 减仓 |
 CrowdStrikeCRWD |
| 0.54% | 0.31% | $6.68亿 | 88.4万股 | $3.29亿 | 85.6万股 | +2.7万股+3.20% | 加仓 |
 WASTE MGMT DELWM |
| 0.54% | 0.74% | $6.57亿 | 295.7万股 | $7.94亿 | 346.8万股 | -51.1万股-14.73% | 减仓 |
| EEBAY COMEBAY |
| 0.53% | 0.56% | $6.55亿 | 594.6万股 | $5.97亿 | 665.3万股 | -70.7万股-10.62% | 减仓 |
 英特尔INTC |
| 0.53% | 0.04% | $6.54亿 | 476.5万股 | $4,720.0万 | 111.4万股 | +365.0万股+327.61% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.53% | 0.68% | $6.48亿 | 515.2万股 | $7.27亿 | 526.0万股 | -10.8万股-2.06% | 减仓 |
 EquinixEQIX |
| 0.51% | 0.49% | $6.29亿 | 59.9万股 | $5.25亿 | 54.4万股 | +5.5万股+10.11% | 加仓 |
| E爱克斯龙EXC |
| 0.5% | 0.47% | $6.19亿 | 1,322.7万股 | $4.99亿 | 1,028.3万股 | +294.4万股+28.63% | 加仓 |
 罗克韦尔自动化ROK |
| 0.5% | 0.32% | $6.08亿 | 123.6万股 | $3.43亿 | 97.5万股 | +26.1万股+26.81% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.49% | 0.55% | $6.06亿 | 454.1万股 | $5.92亿 | 442.8万股 | +11.4万股+2.56% | 加仓 |
 Arista网络ANET |
| 0.47% | 0.45% | $5.81亿 | 344.4万股 | $4.81亿 | 406.4万股 | -62.0万股-15.25% | 减仓 |
 林德LIN |
| 0.46% | 0.87% | $5.62亿 | 108.5万股 | $9.36亿 | 188.8万股 | -80.3万股-42.52% | 减仓 |
 实耐宝SNA |
| 0.45% | 0.46% | $5.58亿 | 139.3万股 | $4.92亿 | 137.4万股 | +2.0万股+1.44% | 加仓 |
 HCA医疗HCA |
| 0.45% | 0.63% | $5.54亿 | 143.0万股 | $6.71亿 | 144.8万股 | -1.8万股-1.22% | 减仓 |
| N新纪元能源NEE |
| 0.44% | 0.64% | $5.39亿 | 614.1万股 | $6.83亿 | 746.2万股 | -132.1万股-17.71% | 减仓 |
 钢铁动力STLD |
| 0.42% | 0.36% | $5.20亿 | 224.9万股 | $3.86亿 | 221.7万股 | +3.2万股+1.46% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.42% | 0.44% | $5.09亿 | 611.2万股 | $4.68亿 | 601.9万股 | +9.4万股+1.56% | 加仓 |
 Citizens金融CFG |
| 0.42% | 0.4% | $5.09亿 | 726.0万股 | $4.30亿 | 732.3万股 | -6.3万股-0.86% | 减仓 |
 联合包裹UPSUPS |
| 0.41% | 0.39% | $5.02亿 | 471.8万股 | $4.17亿 | 434.7万股 | +37.1万股+8.55% | 加仓 |
