| CCABLE ONECABO |
| 5.59% | 11.91% | $273.67亿 | 4,194.2万股 | $552.14亿 | 7,318.0万股 | -3,123.8万股-42.69% | 减仓 |
 苹果AAPL |
| 4.09% | 2.66% | $200.24亿 | 6,920.1万股 | $123.35亿 | 4,860.2万股 | +2,059.9万股+42.38% | 加仓 |
 英伟达NVDA |
| 3.73% | 3.63% | $182.63亿 | 9,127.2万股 | $168.38亿 | 9,654.9万股 | -527.8万股-5.47% | 减仓 |
 微软MSFT |
| 3.64% | 3.07% | $178.15亿 | 4,775.8万股 | $142.16亿 | 3,840.5万股 | +935.2万股+24.35% | 加仓 |
 亚马逊AMZN |
| 2.88% | 2.41% | $141.13亿 | 5,921.3万股 | $111.90亿 | 5,372.6万股 | +548.6万股+10.21% | 加仓 |
 博通AVGO |
| 1.91% | 1.91% | $93.27亿 | 2,469.1万股 | $88.57亿 | 2,861.5万股 | -392.4万股-13.71% | 减仓 |
 谷歌AGOOGL |
| 1.61% | 2.23% | $78.88亿 | 2,207.2万股 | $103.39亿 | 3,595.5万股 | -1,388.2万股-38.61% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.52% | 1.07% | $74.19亿 | 2,099.6万股 | $49.69亿 | 1,732.4万股 | +367.3万股+21.20% | 加仓 |
 埃克森美孚XOM |
| 1.2% | 1.52% | $58.94亿 | 4,310.6万股 | $70.34亿 | 4,146.0万股 | +164.7万股+3.97% | 加仓 |
 泛林集团LRCX |
| 1.16% | 0.54% | $56.62亿 | 1,306.6万股 | $25.20亿 | 1,179.4万股 | +127.2万股+10.79% | 加仓 |
 礼来LLY |
| 1.13% | 0.89% | $55.06亿 | 459.0万股 | $41.13亿 | 447.2万股 | +11.8万股+2.65% | 加仓 |
 Meta平台META |
| 1.08% | 1.2% | $53.01亿 | 941.0万股 | $55.48亿 | 969.6万股 | -28.6万股-2.95% | 减仓 |
 AMD超威AMD |
| 1.08% | 0.19% | $52.82亿 | 909.3万股 | $8.77亿 | 431.1万股 | +478.3万股+110.95% | 加仓 |
 思科CSCO |
| 1.04% | 0.97% | $50.97亿 | 4,339.1万股 | $45.17亿 | 5,821.2万股 | -1,482.2万股-25.46% | 减仓 |
| C花旗集团C |
| 1.03% | 0.95% | $50.41亿 | 3,601.4万股 | $44.20亿 | 3,897.1万股 | -295.7万股-7.59% | 减仓 |
 艾伯维ABBV |
| 1.02% | 0.68% | $50.14亿 | 1,992.5万股 | $31.65亿 | 1,455.2万股 | +537.3万股+36.92% | 加仓 |
 摩根大通JPM |
| 1% | 0.95% | $49.12亿 | 1,500.5万股 | $44.20亿 | 1,502.6万股 | -2.0万股-0.14% | 减仓 |
 美光科技MU |
| 0.86% | 0.14% | $41.96亿 | 363.5万股 | $6.67亿 | 197.5万股 | +166.0万股+84.01% | 加仓 |
| BBANK OF AMERBAC |
| 0.84% | 0.77% | $41.17亿 | 7,224.6万股 | $35.62亿 | 7,306.8万股 | -82.2万股-1.12% | 减仓 |
 宝洁PG |
| 0.8% | 0.87% | $39.33亿 | 2,682.0万股 | $40.15亿 | 2,779.6万股 | -97.6万股-3.51% | 减仓 |
| N新纪元能源NEE |
| 0.8% | 0.93% | $39.02亿 | 4,445.5万股 | $43.22亿 | 4,653.0万股 | -207.5万股-4.46% | 减仓 |
| T赛默飞世尔TMO |
| 0.75% | 0.72% | $36.46亿 | 727.2万股 | $33.49亿 | 681.3万股 | +45.8万股+6.73% | 加仓 |
 VisaV |
| 0.74% | 0.6% | $35.98亿 | 1,048.6万股 | $27.98亿 | 925.7万股 | +123.0万股+13.28% | 加仓 |
 联合健康UNH |
| 0.73% | 0.33% | $35.93亿 | 864.4万股 | $15.35亿 | 567.4万股 | +297.0万股+52.34% | 加仓 |
 可口可乐KO |
| 0.72% | 0.67% | $35.13亿 | 4,322.8万股 | $31.11亿 | 4,091.0万股 | +231.8万股+5.67% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.71% | 0.59% | $34.98亿 | 1,933.5万股 | $27.47亿 | 1,661.4万股 | +272.0万股+16.37% | 加仓 |
 嘉信理财SCHW |
| 0.69% | 0.65% | $33.66亿 | 3,647.7万股 | $29.91亿 | 3,182.6万股 | +465.1万股+14.61% | 加仓 |
 台积电TSM |
| 0.68% | 0.53% | $33.49亿 | 701.2万股 | $24.76亿 | 732.7万股 | -31.6万股-4.31% | 减仓 |
 阿斯利康AZN |
| 0.64% | 0.75% | $31.13亿 | 1,651.2万股 | $34.95亿 | 1,779.2万股 | -128.0万股-7.20% | 减仓 |
 特斯拉TSLA |
| 0.59% | 0.6% | $28.85亿 | 685.8万股 | $27.96亿 | 752.1万股 | -66.3万股-8.82% | 减仓 |
 沃尔玛WMT |
| 0.59% | 0.74% | $28.66亿 | 2,530.6万股 | $34.24亿 | 2,755.2万股 | -224.6万股-8.15% | 减仓 |
 第一资本COF |
| 0.55% | 0.54% | $26.96亿 | 1,344.0万股 | $25.05亿 | 1,372.9万股 | -28.8万股-2.10% | 减仓 |
 万事达MA |
| 0.55% | 0.59% | $26.77亿 | 521.3万股 | $27.35亿 | 547.4万股 | -26.1万股-4.78% | 减仓 |
 强生JNJ |
| 0.52% | 0.55% | $25.62亿 | 1,008.7万股 | $25.60亿 | 1,047.5万股 | -38.8万股-3.71% | 减仓 |
 雪佛龙CVX |
| 0.52% | 0.7% | $25.59亿 | 1,544.0万股 | $32.32亿 | 1,562.1万股 | -18.2万股-1.16% | 减仓 |
 默沙东MRK |
| 0.51% | 0.42% | $25.12亿 | 1,954.9万股 | $19.57亿 | 1,626.7万股 | +328.1万股+20.17% | 加仓 |
 应用材料AMAT |
| 0.5% | 0.22% | $24.36亿 | 336.9万股 | $10.27亿 | 300.4万股 | +36.4万股+12.13% | 加仓 |
 通用汽车GM |
| 0.49% | 0.58% | $24.13亿 | 3,130.4万股 | $26.85亿 | 3,604.5万股 | -474.1万股-13.15% | 减仓 |
 林德LIN |
| 0.49% | 0.47% | $24.06亿 | 463.6万股 | $22.00亿 | 443.7万股 | +19.9万股+4.49% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.49% | 0.36% | $23.95亿 | 4,657.8万股 | $16.68亿 | 4,438.6万股 | +219.2万股+4.94% | 加仓 |
 自由港麦克莫兰FCX |
| 0.48% | 0.45% | $23.51亿 | 3,738.1万股 | $20.76亿 | 3,531.9万股 | +206.2万股+5.84% | 加仓 |
 雷神技术RTX |
| 0.48% | 0.51% | $23.27亿 | 1,226.4万股 | $23.51亿 | 1,218.9万股 | +7.5万股+0.62% | 加仓 |
 MCKESSON COMMCK |
| 0.45% | 0.57% | $21.95亿 | 290.5万股 | $26.51亿 | 306.3万股 | -15.8万股-5.16% | 减仓 |
 PULTEPHM |
| 0.44% | 0.38% | $21.35亿 | 1,555.9万股 | $17.62亿 | 1,497.9万股 | +58.0万股+3.87% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.42% | 0.39% | $20.74亿 | 842.4万股 | $17.92亿 | 861.3万股 | -18.9万股-2.19% | 减仓 |
 好事达ALL |
| 0.42% | 0.36% | $20.69亿 | 869.6万股 | $16.63亿 | 802.2万股 | +67.4万股+8.40% | 加仓 |
 UNITED RENTALSURI |
| 0.42% | 0.26% | $20.45亿 | 180.5万股 | $12.09亿 | 165.9万股 | +14.7万股+8.83% | 加仓 |
 高盛GS |
| 0.4% | 0.41% | $19.67亿 | 194.5万股 | $19.16亿 | 226.4万股 | -31.9万股-14.09% | 减仓 |
| NNRG ENERGYNRG |
| 0.39% | 0.24% | $19.06亿 | 1,304.9万股 | $11.26亿 | 770.2万股 | +534.7万股+69.42% | 加仓 |
 CORTEVA COMCTVA |
| 0.39% | 0.39% | $18.91亿 | 2,233.2万股 | $18.24亿 | 2,179.5万股 | +53.8万股+2.47% | 加仓 |
