 谷歌AGOOGL |
| 5.24% | 5.43% | $19.62亿 | 549.1万股 | $18.53亿 | 644.5万股 | -95.4万股-14.80% | 减仓 |
 应用材料AMAT |
| 4.89% | 2.99% | $18.30亿 | 253.2万股 | $10.19亿 | 298.2万股 | -45.0万股-15.11% | 减仓 |
 微软MSFT |
| 4.67% | 4.54% | $17.48亿 | 468.5万股 | $15.52亿 | 419.2万股 | +49.3万股+11.76% | 加仓 |
 英伟达NVDA |
| 4.52% | 4.82% | $16.92亿 | 845.4万股 | $16.46亿 | 943.9万股 | -98.5万股-10.43% | 减仓 |
 亚马逊AMZN |
| 4.39% | 4.49% | $16.45亿 | 690.4万股 | $15.34亿 | 736.5万股 | -46.1万股-6.26% | 减仓 |
 AMD超威AMD |
| 3.61% | 1.61% | $13.53亿 | 233.0万股 | $5.50亿 | 270.4万股 | -37.4万股-13.85% | 减仓 |
 科磊KLAC |
| 3.55% | 2.32% | $13.28亿 | 440.3万股 | $7.93亿 | 53.8万股 | +386.5万股+717.86% | 加仓 |
 苹果AAPL |
| 3.34% | 3.47% | $12.50亿 | 431.8万股 | $11.86亿 | 467.5万股 | -35.7万股-7.63% | 减仓 |
 WASTE MGMT DELWM |
| 2.85% | 3.35% | $10.68亿 | 479.2万股 | $11.45亿 | 498.2万股 | -19.0万股-3.81% | 减仓 |
 迪尔DE |
| 2.78% | 3.12% | $10.40亿 | 164.0万股 | $10.64亿 | 188.8万股 | -24.8万股-13.15% | 减仓 |
 林德LIN |
| 2.2% | 2.47% | $8.23亿 | 158.6万股 | $8.42亿 | 169.9万股 | -11.3万股-6.66% | 减仓 |
| T赛默飞世尔TMO |
| 2.2% | 2.17% | $8.22亿 | 164.0万股 | $7.40亿 | 150.5万股 | +13.5万股+8.97% | 加仓 |
 固安捷GWW |
| 2.19% | 2.08% | $8.20亿 | 60.3万股 | $7.10亿 | 65.1万股 | -4.8万股-7.44% | 减仓 |
 万事达MA |
| 2.17% | 2.48% | $8.12亿 | 158.0万股 | $8.47亿 | 169.5万股 | -11.5万股-6.77% | 减仓 |
 博通AVGO |
| 2.13% | 2.07% | $7.99亿 | 211.5万股 | $7.06亿 | 228.2万股 | -16.7万股-7.30% | 减仓 |
| BBANK OF AMERBAC |
| 2.07% | 2.11% | $7.75亿 | 1,360.4万股 | $7.22亿 | 1,480.9万股 | -120.5万股-8.14% | 减仓 |
 REALTY INCOME COMO |
| 1.93% | 2.53% | $7.21亿 | 1,164.0万股 | $8.65亿 | 1,414.2万股 | -250.2万股-17.69% | 减仓 |
| DDOORDASHDASH |
| 1.92% | 0.04% | $7.17亿 | 388.7万股 | $1,464.6万 | 9.8万股 | +378.9万股+3,884.48% | 加仓 |
 DANAHER DEL COMDHR |
| 1.87% | 2.21% | $7.00亿 | 367.4万股 | $7.54亿 | 397.5万股 | -30.1万股-7.56% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.8% | 1.78% | $6.72亿 | 283.3万股 | $6.09亿 | 260.9万股 | +22.4万股+8.60% | 加仓 |
 家得宝HD |
| 1.74% | 1.89% | $6.52亿 | 184.8万股 | $6.46亿 | 196.3万股 | -11.5万股-5.87% | 减仓 |
 礼来LLY |
| 1.68% | 2.52% | $6.30亿 | 52.5万股 | $8.60亿 | 93.5万股 | -41.0万股-43.83% | 减仓 |
 新思科技SNPS |
| 1.68% | 1.7% | $6.28亿 | 140.9万股 | $5.79亿 | 146.0万股 | -5.2万股-3.53% | 减仓 |
 史赛克SYK |
| 1.62% | 1.96% | $6.06亿 | 192.5万股 | $6.70亿 | 203.8万股 | -11.3万股-5.55% | 减仓 |
 标普全球SPGI |
| 1.6% | 2.05% | $5.98亿 | 146.8万股 | $7.01亿 | 164.8万股 | -18.0万股-10.93% | 减仓 |
 好市多COST |
| 1.56% | 1.97% | $5.85亿 | 62.5万股 | $6.73亿 | 67.6万股 | -5.0万股-7.47% | 减仓 |
 汽车地带AZO |
| 1.55% | 1.94% | $5.80亿 | 18.1万股 | $6.61亿 | 19.6万股 | -1.4万股-7.28% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.53% | 2.32% | $5.73亿 | 465.6万股 | $7.91亿 | 503.2万股 | -37.6万股-7.46% | 减仓 |
 哈勃HUBB |
| 1.5% | 0.29% | $5.61亿 | 107.3万股 | $9,874.6万 | 20.1万股 | +87.1万股+433.04% | 加仓 |
 Vulcan材料VMC |
| 1.49% | 1.38% | $5.59亿 | 189.3万股 | $4.71亿 | 173.1万股 | +16.2万股+9.38% | 加仓 |
 万豪MAR |
| 1.45% | 1.52% | $5.44亿 | 146.7万股 | $5.19亿 | 158.8万股 | -12.1万股-7.62% | 减仓 |
 GE VernovaGEV |
| 1.42% | 0.01% | $5.31亿 | 45.2万股 | $465.0万 | 5,327股 | +44.7万股+8,382.90% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.24% | 1.1% | $4.63亿 | 213.6万股 | $3.77亿 | 192.9万股 | +20.7万股+10.75% | 加仓 |
 宣伟SHW |
| 1.08% | 1% | $4.04亿 | 117.3万股 | $3.41亿 | 106.3万股 | +11.0万股+10.32% | 加仓 |
 宝洁PG |
| 0.96% | 1.12% | $3.59亿 | 244.8万股 | $3.82亿 | 264.7万股 | -19.9万股-7.50% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.91% | 1.12% | $3.41亿 | 204.8万股 | $3.83亿 | 221.0万股 | -16.3万股-7.37% | 减仓 |
 甲骨文ORCL |
| 0.81% | 0.92% | $3.04亿 | 207.5万股 | $3.16亿 | 214.7万股 | -7.1万股-3.32% | 减仓 |
| B纽约梅隆银行BK |
| 0.81% | 0.8% | $3.02亿 | 208.8万股 | $2.74亿 | 230.7万股 | -21.9万股-9.51% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 0.5% | 0.59% | $1.87亿 | 502.9万股 | $2.00亿 | 503.1万股 | -2,023股-0.04% | 减仓 |
 摩根大通JPM |
| 0.49% | 0.5% | $1.84亿 | 56.3万股 | $1.69亿 | 57.5万股 | -1.2万股-2.09% | 减仓 |
| CCBRE CL ACBRE |
| 0.47% | 0.56% | $1.76亿 | 130.5万股 | $1.90亿 | 140.2万股 | -9.7万股-6.91% | 减仓 |
 台积电TSM |
| 0.46% | 0.38% | $1.72亿 | 36.0万股 | $1.31亿 | 38.7万股 | -2.7万股-7.03% | 减仓 |
 CMS ENERGY COMCMS |
| 0.45% | 0.44% | $1.70亿 | 222.0万股 | $1.52亿 | 195.3万股 | +26.7万股+13.65% | 加仓 |
 美光科技MU |
| 0.41% | 0.24% | $1.53亿 | 13.3万股 | $8,289.9万 | 24.5万股 | -11.3万股-45.93% | 减仓 |
 可口可乐KO |
| 0.4% | — | $1.50亿 | 184.5万股 | $0 | 0股 | +184.5万股 | 新买入 |
 康明斯CMI |
| 0.4% | 0.45% | $1.49亿 | 20.9万股 | $1.53亿 | 28.4万股 | -7.5万股-26.47% | 减仓 |
 威瑞森VZ |
| 0.37% | 0.47% | $1.37亿 | 323.7万股 | $1.60亿 | 318.2万股 | +5.5万股+1.73% | 加仓 |
 SYSCO COMSYY |
| 0.36% | 0.33% | $1.35亿 | 161.5万股 | $1.13亿 | 158.3万股 | +3.2万股+2.01% | 加仓 |
 西部数据WDC |
| 0.34% | 0.31% | $1.27亿 | 19.8万股 | $1.07亿 | 39.7万股 | -19.8万股-49.98% | 减仓 |
 英特尔INTC |
| 0.33% | 0.16% | $1.25亿 | 89.3万股 | $5,611.1万 | 127.1万股 | -37.8万股-29.73% | 减仓 |
