 美光科技MU |
| 13.12% | 5.82% | $221.82亿 | 1,921.7万股 | $73.90亿 | 2,187.4万股 | -265.7万股-12.15% | 减仓 |
 礼来LLY |
| 6.51% | 6.68% | $110.02亿 | 917.3万股 | $84.83亿 | 922.3万股 | -5.1万股-0.55% | 减仓 |
 英特尔INTC |
| 6.21% | 2.63% | $105.07亿 | 7,525.1万股 | $33.43亿 | 7,576.2万股 | -51.1万股-0.67% | 减仓 |
 科磊KLAC |
| 3.66% | 2.83% | $61.96亿 | 2,053.7万股 | $35.89亿 | 243.8万股 | +1,809.9万股+742.48% | 加仓 |
 谷歌AGOOGL |
| 3.14% | 3.39% | $53.10亿 | 1,486.0万股 | $43.10亿 | 1,498.7万股 | -12.8万股-0.85% | 减仓 |
| FFLEXFLEX |
| 2.24% | 1.31% | $37.86亿 | 2,335.9万股 | $16.62亿 | 2,538.3万股 | -202.5万股-7.98% | 减仓 |
 阿斯利康AZN |
| 2.03% | 2.83% | $34.31亿 | 1,809.5万股 | $35.92亿 | 1,821.4万股 | -11.9万股-0.65% | 减仓 |
 英伟达NVDA |
| 2.02% | 2.36% | $34.17亿 | 1,707.9万股 | $29.98亿 | 1,718.8万股 | -10.9万股-0.63% | 减仓 |
 渤健BIIB |
| 1.94% | 2.13% | $32.74亿 | 1,515.5万股 | $27.06亿 | 1,475.8万股 | +39.7万股+2.69% | 加仓 |
 亚马逊AMZN |
| 1.69% | 1.99% | $28.51亿 | 1,196.2万股 | $25.22亿 | 1,210.7万股 | -14.5万股-1.20% | 减仓 |
 微软MSFT |
| 1.58% | 2.12% | $26.64亿 | 714.1万股 | $26.89亿 | 726.5万股 | -12.4万股-1.70% | 减仓 |
 特斯拉TSLA |
| 1.52% | 1.79% | $25.67亿 | 610.3万股 | $22.77亿 | 612.6万股 | -2.2万股-0.37% | 减仓 |
 联邦快递FDX |
| 1.51% | 2.33% | $25.54亿 | 815.7万股 | $29.57亿 | 830.3万股 | -14.6万股-1.76% | 减仓 |
 德州仪器TXN |
| 1.5% | 1.48% | $25.38亿 | 851.5万股 | $18.74亿 | 965.5万股 | -114.0万股-11.81% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 1.48% | 1.39% | $25.09亿 | 4,879.8万股 | $17.68亿 | 4,706.9万股 | +172.8万股+3.67% | 加仓 |
 AMGEN COMAMGN |
| 1.45% | 2.46% | $24.47亿 | 675.7万股 | $31.22亿 | 887.4万股 | -211.7万股-23.86% | 减仓 |
 嘉信理财SCHW |
| 1.37% | 1.73% | $23.18亿 | 2,512.1万股 | $22.03亿 | 2,344.2万股 | +167.9万股+7.16% | 加仓 |
 UNITED AIRLS COMUAL |
| 1.32% | 1.14% | $22.39亿 | 1,646.2万股 | $14.50亿 | 1,575.1万股 | +71.1万股+4.51% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.28% | 1.61% | $21.56亿 | 5,052.1万股 | $20.41亿 | 3,253.0万股 | +1,799.1万股+55.31% | 加仓 |
 ROSS STORES COMROST |
| 1.15% | 1.56% | $19.38亿 | 910.5万股 | $19.87亿 | 917.0万股 | -6.5万股-0.71% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.13% | 1.29% | $19.08亿 | 539.9万股 | $16.41亿 | 572.1万股 | -32.2万股-5.63% | 减仓 |
 阿里巴巴BABA |
| 1.06% | 1.85% | $17.86亿 | 1,861.1万股 | $23.49亿 | 1,872.2万股 | -11.1万股-0.59% | 减仓 |
 达美航空DAL |
| 0.97% | 0.92% | $16.41亿 | 1,752.1万股 | $11.67亿 | 1,754.9万股 | -2.7万股-0.16% | 减仓 |
 VisaV |
| 0.87% | 0.97% | $14.64亿 | 426.8万股 | $12.27亿 | 406.0万股 | +20.8万股+5.13% | 加仓 |
 百时美施贵宝BMY |
| 0.85% | 1.19% | $14.36亿 | 2,492.4万股 | $15.15亿 | 2,498.5万股 | -6.1万股-0.25% | 减仓 |
 TJXTJX |
| 0.85% | 1.21% | $14.36亿 | 947.6万股 | $15.31亿 | 958.9万股 | -11.3万股-1.18% | 减仓 |
| BBEONE MEDICINESONC |
| 0.84% | 1.16% | $14.27亿 | 500.8万股 | $14.77亿 | 497.5万股 | +3.3万股+0.66% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.83% | 1.07% | $14.05亿 | 924.3万股 | $13.53亿 | 934.7万股 | -10.5万股-1.12% | 减仓 |
 NetAppNTAP |
| 0.83% | 0.73% | $13.95亿 | 901.7万股 | $9.27亿 | 905.7万股 | -4.1万股-0.45% | 减仓 |
 GSK SPONSORED ADRGSK |
| 0.78% | 1.1% | $13.20亿 | 2,518.2万股 | $13.91亿 | 2,520.5万股 | -2.2万股-0.09% | 减仓 |
| AAMERICAN AIRLINESAAL |
| 0.76% | 0.41% | $12.78亿 | 7,073.3万股 | $5.26亿 | 4,899.0万股 | +2,174.3万股+44.38% | 加仓 |
| B百度BIDU |
| 0.74% | 0.97% | $12.58亿 | 1,101.0万股 | $12.32亿 | 1,105.7万股 | -4.7万股-0.42% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.73% | 0.79% | $12.42亿 | 312.8万股 | $9.98亿 | 313.6万股 | -7,760股-0.25% | 减仓 |
 捷普JBL |
| 0.72% | 0.69% | $12.21亿 | 316.7万股 | $8.72亿 | 328.1万股 | -11.4万股-3.48% | 减仓 |
 康菲石油COP |
| 0.71% | 1.2% | $12.05亿 | 1,158.8万股 | $15.28亿 | 1,157.9万股 | +9,100股+0.08% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 0.71% | 0.95% | $11.96亿 | 5,960.3万股 | $12.12亿 | 5,853.1万股 | +107.2万股+1.83% | 加仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.66% | 0.86% | $11.18亿 | 4,544.5万股 | $10.97亿 | 4,584.1万股 | -39.6万股-0.86% | 减仓 |
 摩根大通JPM |
| 0.65% | 0.79% | $11.07亿 | 338.3万股 | $10.01亿 | 340.4万股 | -2.1万股-0.61% | 减仓 |
 ADOBE COMADBE |
| 0.63% | 0.91% | $10.72亿 | 522.7万股 | $11.50亿 | 473.1万股 | +49.6万股+10.49% | 加仓 |
 北方信托NTRS |
| 0.63% | 0.72% | $10.61亿 | 610.1万股 | $9.14亿 | 654.9万股 | -44.8万股-6.85% | 减仓 |
 康宁GLW |
| 0.62% | 0.44% | $10.55亿 | 413.2万股 | $5.62亿 | 413.5万股 | -2,900股-0.07% | 减仓 |
 诺华NVS |
| 0.61% | 0.91% | $10.33亿 | 659.2万股 | $11.56亿 | 756.7万股 | -97.5万股-12.89% | 减仓 |
| T赛默飞世尔TMO |
| 0.59% | 0.77% | $9.94亿 | 198.2万股 | $9.74亿 | 198.3万股 | -260股-0.01% | 减仓 |
 卡特彼勒CAT |
| 0.55% | 0.49% | $9.28亿 | 87.2万股 | $6.18亿 | 87.2万股 | -560股-0.06% | 减仓 |
 迈威尔MRVL |
| 0.49% | 0.23% | $8.22亿 | 275.8万股 | $2.95亿 | 297.5万股 | -21.7万股-7.29% | 减仓 |
 BioMarin制药BMRN |
| 0.48% | 0.63% | $8.12亿 | 1,419.0万股 | $8.02亿 | 1,419.4万股 | -3,822股-0.03% | 减仓 |
| NNextPowerNXT |
| 0.47% | 0.64% | $7.97亿 | 668.9万股 | $8.15亿 | 676.1万股 | -7.2万股-1.07% | 减仓 |
 甲骨文ORCL |
| 0.47% | 0.66% | $7.89亿 | 538.6万股 | $8.35亿 | 567.4万股 | -28.8万股-5.07% | 减仓 |
 慧与HPEHPE |
| 0.46% | 0.32% | $7.73亿 | 1,714.1万股 | $4.10亿 | 1,722.9万股 | -8.8万股-0.51% | 减仓 |
 应用材料AMAT |
| 0.45% | 0.32% | $7.54亿 | 104.3万股 | $4.01亿 | 117.4万股 | -13.1万股-11.17% | 减仓 |
