 苹果AAPL |
| 5.45% | 5.52% | $45.93亿 | 1,587.3万股 | $38.93亿 | 1,534.0万股 | +53.2万股+3.47% | 加仓 |
 英伟达NVDA |
| 4.63% | 4.62% | $39.04亿 | 1,950.9万股 | $32.53亿 | 1,865.4万股 | +85.6万股+4.59% | 加仓 |
 谷歌AGOOGL |
| 2.57% | 3.34% | $21.65亿 | 605.9万股 | $23.52亿 | 818.1万股 | -212.1万股-25.93% | 减仓 |
 亚马逊AMZN |
| 2.39% | 1.81% | $20.15亿 | 845.4万股 | $12.78亿 | 613.6万股 | +231.7万股+37.76% | 加仓 |
 微软MSFT |
| 2.15% | 2.63% | $18.08亿 | 484.8万股 | $18.56亿 | 501.4万股 | -16.6万股-3.32% | 减仓 |
 BANK NOVA SCOTIA B CBNS |
| 1.89% | 1.47% | $15.96亿 | 1,838.3万股 | $10.38亿 | 1,502.0万股 | +336.3万股+22.39% | 加仓 |
 应用材料AMAT |
| 1.69% | 1.04% | $14.26亿 | 197.2万股 | $7.31亿 | 213.8万股 | -16.5万股-7.74% | 减仓 |
 美光科技MU |
| 1.55% | 0.73% | $13.09亿 | 113.4万股 | $5.12亿 | 151.6万股 | -38.2万股-25.20% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 1.33% | 0.92% | $11.17亿 | 970.9万股 | $6.45亿 | 682.9万股 | +288.0万股+42.18% | 加仓 |
 Meta平台META |
| 1.28% | 1.09% | $10.75亿 | 190.9万股 | $7.69亿 | 134.4万股 | +56.5万股+42.04% | 加仓 |
 好市多COST |
| 1.27% | 1.15% | $10.67亿 | 114.1万股 | $8.12亿 | 81.5万股 | +32.6万股+39.96% | 加仓 |
 博通AVGO |
| 1.26% | 1.2% | $10.58亿 | 280.2万股 | $8.46亿 | 273.4万股 | +6.8万股+2.50% | 加仓 |
 科磊KLAC |
| 1.19% | 0.98% | $10.05亿 | 333.2万股 | $6.89亿 | 46.8万股 | +286.4万股+611.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.33% | $10.04亿 | 284.1万股 | $9.41亿 | 328.0万股 | -43.9万股-13.39% | 减仓 |
 阿斯麦ASML |
| 1.19% | 1.13% | $9.98亿 | 50.2万股 | $7.97亿 | 60.4万股 | -10.2万股-16.89% | 减仓 |
 百事可乐PEP |
| 1.08% | 1.23% | $9.13亿 | 674.4万股 | $8.70亿 | 560.0万股 | +114.4万股+20.43% | 加仓 |
 泛林集团LRCX |
| 1.08% | 0.91% | $9.06亿 | 209.1万股 | $6.39亿 | 299.2万股 | -90.1万股-30.13% | 减仓 |
 BP SPONSORED ADRBP |
| 1.01% | 1.19% | $8.53亿 | 2,307.2万股 | $8.38亿 | 1,783.2万股 | +524.0万股+29.39% | 加仓 |
| C花旗集团C |
| 1% | 0.64% | $8.39亿 | 599.2万股 | $4.50亿 | 396.9万股 | +202.2万股+50.95% | 加仓 |
 高露洁CL |
| 0.99% | 0.96% | $8.34亿 | 909.7万股 | $6.76亿 | 793.7万股 | +115.9万股+14.61% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.98% | 0.88% | $8.26亿 | 576.9万股 | $6.19亿 | 490.4万股 | +86.5万股+17.64% | 加仓 |
 摩根大通JPM |
| 0.86% | 1.31% | $7.28亿 | 222.5万股 | $9.20亿 | 312.8万股 | -90.3万股-28.86% | 减仓 |
 TJXTJX |
| 0.84% | 1.04% | $7.04亿 | 464.5万股 | $7.30亿 | 457.0万股 | +7.5万股+1.65% | 加仓 |
 思科CSCO |
| 0.82% | 0.25% | $6.92亿 | 589.4万股 | $1.78亿 | 229.3万股 | +360.2万股+157.10% | 加仓 |
 TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10ERIC |
| 0.82% | 1.04% | $6.92亿 | 6,203.4万股 | $7.30亿 | 6,481.6万股 | -278.2万股-4.29% | 减仓 |
 飞塔FTNT |
| 0.81% | 0.16% | $6.79亿 | 442.2万股 | $1.16亿 | 142.3万股 | +299.9万股+210.81% | 加仓 |
 百时美施贵宝BMY |
| 0.79% | 1.02% | $6.68亿 | 1,159.3万股 | $7.21亿 | 1,188.8万股 | -29.4万股-2.48% | 减仓 |
 礼来LLY |
| 0.72% | 0.7% | $6.10亿 | 50.9万股 | $4.91亿 | 53.4万股 | -2.5万股-4.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.86% | $6.01亿 | 120.0万股 | $6.05亿 | 126.2万股 | -6.1万股-4.87% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 0.68% | 0.58% | $5.70亿 | 606.1万股 | $4.12亿 | 457.2万股 | +148.8万股+32.55% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.67% | 0.72% | $5.64亿 | 464.2万股 | $5.10亿 | 548.0万股 | -83.8万股-15.29% | 减仓 |
 AMD超威AMD |
| 0.67% | 0.25% | $5.62亿 | 96.8万股 | $1.78亿 | 87.7万股 | +9.1万股+10.38% | 加仓 |
 BOOKING COMBKNG |
| 0.62% | 1.01% | $5.26亿 | 295.3万股 | $7.10亿 | 16.9万股 | +278.4万股+1,651.28% | 加仓 |
 森科能源SU |
| 0.57% | 1.09% | $4.80亿 | 894.9万股 | $7.70亿 | 1,167.4万股 | -272.5万股-23.34% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.65% | $4.79亿 | 190.2万股 | $4.56亿 | 209.6万股 | -19.4万股-9.24% | 减仓 |
 默沙东MRK |
| 0.56% | 0.72% | $4.75亿 | 369.5万股 | $5.05亿 | 420.2万股 | -50.7万股-12.07% | 减仓 |
 联合健康UNH |
| 0.56% | 0.22% | $4.73亿 | 113.9万股 | $1.52亿 | 56.1万股 | +57.8万股+103.13% | 加仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.55% | 0.32% | $4.67亿 | 355.5万股 | $2.28亿 | 159.8万股 | +195.7万股+122.46% | 加仓 |
| EEBAY COMEBAY |
| 0.55% | 0.41% | $4.63亿 | 413.9万股 | $2.87亿 | 315.8万股 | +98.1万股+31.08% | 加仓 |
 Elevance健康ELV |
| 0.53% | 0.09% | $4.46亿 | 115.2万股 | $6,189.4万 | 21.1万股 | +94.1万股+444.90% | 加仓 |
 CENTENE DEL COMCNC |
| 0.52% | 0.22% | $4.40亿 | 685.1万股 | $1.57亿 | 481.2万股 | +204.0万股+42.39% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.52% | 0.21% | $4.39亿 | 131.6万股 | $1.45亿 | 129.4万股 | +2.2万股+1.71% | 加仓 |
 希捷STX |
| 0.51% | 0.34% | $4.32亿 | 44.8万股 | $2.37亿 | 60.5万股 | -15.7万股-25.95% | 减仓 |
 阿斯利康AZN |
| 0.51% | 0.65% | $4.29亿 | 226.2万股 | $4.57亿 | 233.0万股 | -6.8万股-2.91% | 减仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.53% | $4.27亿 | 749.8万股 | $3.76亿 | 770.3万股 | -20.5万股-2.67% | 减仓 |
 BARCLAYSBCS |
| 0.5% | 0.47% | $4.24亿 | 1,579.2万股 | $3.34亿 | 1,578.1万股 | +1.1万股+0.07% | 加仓 |
 ROSS STORES COMROST |
| 0.5% | 0.4% | $4.21亿 | 197.7万股 | $2.79亿 | 128.8万股 | +68.9万股+53.54% | 加仓 |
 英特尔INTC |
| 0.49% | 0.15% | $4.09亿 | 293.2万股 | $1.03亿 | 234.1万股 | +59.1万股+25.24% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.48% | 0.21% | $4.05亿 | 195.8万股 | $1.50亿 | 92.8万股 | +103.1万股+111.06% | 加仓 |
 特斯拉TSLA |
| 0.48% | 0.56% | $4.04亿 | 96.1万股 | $3.98亿 | 107.0万股 | -10.8万股-10.12% | 减仓 |
