 德州仪器TXN |
| 5.52% | 3.87% | $3.26亿 | 109.8万股 | $2.24亿 | 115.8万股 | -6.0万股-5.15% | 减仓 |
 思科CSCO |
| 5.4% | 3.83% | $3.19亿 | 272.8万股 | $2.22亿 | 287.4万股 | -14.6万股-5.09% | 减仓 |
 博通AVGO |
| 4.95% | 4.4% | $2.92亿 | 77.7万股 | $2.55亿 | 82.7万股 | -5.0万股-6.09% | 减仓 |
 强生JNJ |
| 4.43% | 4.59% | $2.62亿 | 103.7万股 | $2.66亿 | 109.4万股 | -5.7万股-5.21% | 减仓 |
 艾伯维ABBV |
| 4.42% | 4.12% | $2.61亿 | 104.2万股 | $2.39亿 | 110.1万股 | -5.9万股-5.33% | 减仓 |
 伊顿ETN |
| 4.08% | 3.69% | $2.41亿 | 56.9万股 | $2.14亿 | 60.0万股 | -3.1万股-5.18% | 减仓 |
 AFLAC COMAFL |
| 4.04% | 4.08% | $2.39亿 | 204.4万股 | $2.36亿 | 215.9万股 | -11.5万股-5.34% | 减仓 |
 艾默生电气EMR |
| 3.96% | 3.91% | $2.34亿 | 164.2万股 | $2.27亿 | 173.6万股 | -9.3万股-5.37% | 减仓 |
 可口可乐KO |
| 3.77% | 3.8% | $2.23亿 | 275.0万股 | $2.20亿 | 290.8万股 | -15.8万股-5.42% | 减仓 |
 微软MSFT |
| 3.61% | 3.91% | $2.14亿 | 57.5万股 | $2.27亿 | 61.5万股 | -4.0万股-6.44% | 减仓 |
 美敦力MDT |
| 3.41% | 4.05% | $2.01亿 | 258.5万股 | $2.35亿 | 271.7万股 | -13.2万股-4.85% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 3.3% | 3.36% | $1.95亿 | 85.1万股 | $1.95亿 | 90.2万股 | -5.1万股-5.60% | 减仓 |
 ILLINOIS TOOLITW |
| 3.29% | 3.41% | $1.94亿 | 72.1万股 | $1.98亿 | 76.3万股 | -4.2万股-5.51% | 减仓 |
 宝洁PG |
| 3.2% | 3.4% | $1.89亿 | 129.4万股 | $1.97亿 | 137.0万股 | -7.6万股-5.56% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 3.19% | 3.45% | $1.89亿 | 326.3万股 | $2.00亿 | 346.7万股 | -20.4万股-5.89% | 减仓 |
 百事可乐PEP |
| 3.11% | 3.85% | $1.84亿 | 136.3万股 | $2.23亿 | 144.3万股 | -7.9万股-5.50% | 减仓 |
 PAYCHEX COMPAYX |
| 3.08% | 3.12% | $1.82亿 | 185.7万股 | $1.81亿 | 196.9万股 | -11.2万股-5.70% | 减仓 |
 贝莱德·INC COMBLK |
| 3.03% | 3.27% | $1.79亿 | 18.7万股 | $1.90亿 | 19.8万股 | -1.1万股-5.60% | 减仓 |
 芝加哥商品交易所CME |
| 2.81% | 4.07% | $1.66亿 | 75.6万股 | $2.36亿 | 80.1万股 | -4.6万股-5.69% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 2.67% | 3.12% | $1.58亿 | 220.2万股 | $1.81亿 | 234.6万股 | -14.4万股-6.13% | 减仓 |
 台积电TSM |
| 1.65% | 1.27% | $9,724.4万 | 20.6万股 | $7,337.6万 | 21.9万股 | -1.3万股-5.85% | 减仓 |
 科磊KLAC |
| 1.25% | 0.83% | $7,395.3万 | 25.1万股 | $4,825.1万 | 3.3万股 | +21.7万股+653.13% | 加仓 |
 安费诺APH |
| 1.17% | 0.93% | $6,926.0万 | 39.3万股 | $5,400.2万 | 42.7万股 | -3.5万股-8.09% | 减仓 |
 泛林集团LRCX |
| 1.12% | 0.76% | $6,598.4万 | 15.6万股 | $4,409.8万 | 21.0万股 | -5.4万股-25.71% | 减仓 |
 应用材料AMAT |
| 1.11% | 0.74% | $6,564.6万 | 9.1万股 | $4,287.6万 | 12.5万股 | -3.5万股-27.62% | 减仓 |
 AMD超威AMD |
| 0.97% | — | $5,704.7万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 谷歌AGOOGL |
| 0.87% | 0.77% | $5,116.9万 | 14.4万股 | $4,447.4万 | 15.5万股 | -1.0万股-6.57% | 减仓 |
 亚马逊AMZN |
| 0.82% | 0.82% | $4,873.2万 | 20.4万股 | $4,732.7万 | 22.7万股 | -2.3万股-10.02% | 减仓 |
 苹果AAPL |
| 0.82% | 0.8% | $4,835.5万 | 17.1万股 | $4,617.7万 | 18.5万股 | -1.4万股-7.57% | 减仓 |
 英伟达NVDA |
| 0.81% | 0.77% | $4,764.7万 | 24.2万股 | $4,468.5万 | 25.7万股 | -1.6万股-6.11% | 减仓 |
 VisaV |
| 0.79% | 0.78% | $4,641.7万 | 13.5万股 | $4,544.4万 | 15.0万股 | -1.5万股-10.02% | 减仓 |
 AMETEK COMAME |
| 0.75% | 0.76% | $4,456.2万 | 18.4万股 | $4,387.9万 | 20.5万股 | -2.1万股-10.02% | 减仓 |
| N纳斯达克NDAQ |
| 0.75% | 0.03% | $4,439.8万 | 56.3万股 | $153.3万 | 1.8万股 | +54.5万股+3,019.28% | 加仓 |
 万事达MA |
| 0.72% | 0.8% | $4,271.7万 | 8.3万股 | $4,618.6万 | 9.2万股 | -9,262股-10.02% | 减仓 |
 Roper科技ROP |
| 0.71% | 0.84% | $4,218.0万 | 12.5万股 | $4,873.8万 | 13.8万股 | -1.3万股-9.50% | 减仓 |
| T赛默飞世尔TMO |
| 0.71% | 0.79% | $4,194.5万 | 8.4万股 | $4,570.2万 | 9.3万股 | -9,318股-10.02% | 减仓 |
 DANAHER DEL COMDHR |
| 0.66% | 0.75% | $3,917.7万 | 20.6万股 | $4,333.8万 | 22.9万股 | -2.3万股-10.02% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.64% | 0.83% | $3,777.2万 | 31.2万股 | $4,831.4万 | 31.1万股 | +909股+0.29% | 加仓 |
 Meta平台META |
| 0.62% | 0.71% | $3,667.0万 | 6.5万股 | $4,139.3万 | 7.2万股 | -7,250股-10.02% | 减仓 |
 NETFLIXNFLX |
| 0.62% | 0.94% | $3,644.3万 | 51.0万股 | $5,454.1万 | 56.7万股 | -5.7万股-10.02% | 减仓 |
 赛富时CRM |
| 0.58% | 0.79% | $3,451.7万 | 22.0万股 | $4,571.0万 | 24.5万股 | -2.5万股-10.02% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.28% | 0.38% | $1,674.7万 | 6.4万股 | $2,200.3万 | 8.9万股 | -2.5万股-27.79% | 减仓 |
 哈勃HUBB |
| 0.28% | 0.27% | $1,660.5万 | 3.2万股 | $1,585.3万 | 3.2万股 | -568股-1.76% | 减仓 |
 特灵科技TT |
| 0.27% | 0.24% | $1,571.9万 | 3.2万股 | $1,368.7万 | 3.3万股 | -839股-2.55% | 减仓 |
| N新纪元能源NEE |
| 0.25% | 0.28% | $1,495.8万 | 17.0万股 | $1,624.4万 | 17.5万股 | -4,469股-2.56% | 减仓 |
 雪佛龙CVX |
| 0.25% | 0.36% | $1,480.0万 | 8.9万股 | $2,081.2万 | 10.1万股 | -1.1万股-11.24% | 减仓 |
 康菲石油COP |
| 0.23% | 0.33% | $1,352.1万 | 13.0万股 | $1,926.5万 | 14.6万股 | -1.6万股-10.88% | 减仓 |
 SENSATA TECHNOLOGIES PLST |
| 0.22% | 0.17% | $1,302.2万 | 27.3万股 | $985.9万 | 28.0万股 | -7,154股-2.56% | 减仓 |
 恩智浦NXPI |
| 0.22% | 0.16% | $1,296.3万 | 4.6万股 | $931.9万 | 4.7万股 | -1,209股-2.55% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 0.2% | 0.3% | $1,208.4万 | 30.6万股 | $1,730.0万 | 35.5万股 | -4.9万股-13.85% | 减仓 |
