新建仓
2
加仓
181
减仓
158
清仓
0
| 代码 | 市值 | 占比 | 较 2026-03 |
|---|---|---|---|
| NVDA | 23.6 亿 | 3.4% | 减仓−37% |
| AVGO | 11.0 亿 | 1.6% | 减仓−11% |
| MU | 6.9 亿 | 1.0% | 减仓−87% |
| META | 6.3 亿 | 0.9% | 减仓−39% |
| INTC | 5.9 亿 | 0.9% | 减仓−33% |
| BRK.B | 5.7 亿 | 0.8% | 减仓−9% |
| TSLA | 5.2 亿 | 0.8% | 减仓−41% |
| PANW | 5.1 亿 | 0.7% | 减仓−18% |
| CVS | 5.0 亿 | 0.7% | 减仓−11% |
| XYZ | 4.5 亿 | 0.7% | 减仓−6% |
| UNH | 4.4 亿 | 0.6% | 减仓−31% |
| GILD | 4.4 亿 | 0.6% | 减仓−13% |
| ABNB | 4.0 亿 | 0.6% | 减仓−7% |
| STZ | 3.9 亿 | 0.6% | 减仓−24% |
| DDOG | 3.7 亿 | 0.5% | 减仓−47% |
| FDX | 3.5 亿 | 0.5% | 减仓−2% |
| LMT | 3.4 亿 | 0.5% | 减仓−10% |
| TMO | 2.9 亿 | 0.4% | 减仓−33% |
| PH | 2.8 亿 | 0.4% | 减仓−43% |
| AME | 2.7 亿 | 0.4% | 减仓−23% |
| VRSK | 2.6 亿 | 0.4% | 减仓−27% |
| MSCI | 2.6 亿 | 0.4% | 减仓−39% |
| DUK | 2.6 亿 | 0.4% | 减仓−19% |
| ETR | 2.5 亿 | 0.4% | 减仓−1% |
| C | 2.4 亿 | 0.3% | 减仓−63% |
| CARR | 2.2 亿 | 0.3% | 减仓−16% |
| PLTR | 2.2 亿 | 0.3% | 减仓−8% |
| CRWD | 2.1 亿 | 0.3% | 减仓−33% |
| GE | 2.0 亿 | 0.3% | 减仓−72% |
| AEE | 2.0 亿 | 0.3% | 减仓−2% |
| KEYS | 1.9 亿 | 0.3% | 减仓−30% |
| DELL | 1.9 亿 | 0.3% | 减仓−70% |
| ISRG | 1.9 亿 | 0.3% | 减仓−65% |
| BA | 1.9 亿 | 0.3% | 减仓−14% |
| FCX | 1.8 亿 | 0.3% | 减仓−18% |
| DHR | 1.8 亿 | 0.3% | 减仓−8% |
| GEV | 1.7 亿 | 0.2% | 减仓−16% |
| TGT | 1.6 亿 | 0.2% | 减仓−55% |
| CRH | 1.6 亿 | 0.2% | 减仓−26% |
| IEX | 1.6 亿 | 0.2% | 减仓−13% |
| TPR | 1.6 亿 | 0.2% | 减仓−3% |
| MO | 1.6 亿 | 0.2% | 减仓−16% |
| HONA | 1.6 亿 | 0.2% | 新建仓 |
| CNP | 1.6 亿 | 0.2% | 减仓−46% |
| EQIX | 1.5 亿 | 0.2% | 减仓−59% |
| SNDK | 1.5 亿 | 0.2% | 减仓−89% |
| PFE | 1.5 亿 | 0.2% | 减仓−16% |
| ADI | 1.5 亿 | 0.2% | 减仓−49% |
| A | 1.5 亿 | 0.2% | 减仓−39% |
| APH | 1.4 亿 | 0.2% | 减仓−24% |
| INVH | 1.3 亿 | 0.2% | 减仓−38% |
| BXP | 1.3 亿 | 0.2% | 减仓−52% |
| WELL | 1.3 亿 | 0.2% | 减仓−66% |
| TMUS | 1.1 亿 | 0.2% | 减仓−73% |
| AKAM | 1.1 亿 | 0.2% | 减仓−53% |
| EBAY | 1.1 亿 | 0.2% | 减仓−58% |
| MS | 1.1 亿 | 0.2% | 减仓−81% |
| MRVL | 1.1 亿 | 0.2% | 减仓−52% |
| CTAS | 1.1 亿 | 0.2% | 减仓−56% |
| CMI | 1.1 亿 | 0.2% | 减仓−39% |
| AXP | 1.1 亿 | 0.2% | 减仓−23% |
| WTW | 1.0 亿 | 0.1% | 减仓−33% |
| TYL | 1.0 亿 | 0.1% | 减仓−28% |
| GLW | 0.9 亿 | 0.1% | 减仓−56% |
| CI | 0.9 亿 | 0.1% | 减仓−3% |
| NEE | 0.8 亿 | 0.1% | 减仓−30% |
| DXCM | 0.8 亿 | 0.1% | 减仓−42% |
| EME | 0.8 亿 | 0.1% | 减仓−47% |
| CRM | 0.7 亿 | 0.1% | 减仓−76% |
| MET | 0.7 亿 | 0.1% | 减仓−23% |
| HCA | 0.7 亿 | 0.1% | 减仓−29% |
| ROST | 0.7 亿 | 0.1% | 减仓−86% |
| CNC | 0.6 亿 | 0.1% | 减仓−42% |
| HSY | 0.6 亿 | 0.1% | 减仓−50% |
| COHR | 0.6 亿 | 0.1% | 减仓−85% |
| CCL | 0.6 亿 | 0.1% | 减仓−59% |
| VST | 0.6 亿 | 0.1% | 减仓−51% |
| CDW | 0.6 亿 | 0.1% | 减仓−72% |
| NKE | 0.6 亿 | 0.1% | 减仓−75% |
| FERG | 0.6 亿 | 0.1% | 减仓−43% |
| KEY | 0.6 亿 | 0.1% | 减仓−6% |
| GEN | 0.6 亿 | 0.1% | 减仓−34% |
| EXE | 0.6 亿 | 0.1% | 减仓−59% |
| TTD | 0.6 亿 | 0.1% | 减仓−8% |
| EQT | 0.6 亿 | 0.1% | 减仓−13% |
| EXC | 0.6 亿 | 0.1% | 减仓−63% |
| NUE | 0.5 亿 | 0.1% | 减仓−77% |
| UDR | 0.5 亿 | 0.1% | 减仓−62% |
| WAT | 0.5 亿 | 0.1% | 减仓−35% |
| ALGN | 0.5 亿 | 0.1% | 减仓−59% |
| DASH | 0.5 亿 | 0.1% | 减仓−37% |
| CEG | 0.5 亿 | 0.1% | 减仓−53% |
| CAH | 0.5 亿 | 0.1% | 减仓−92% |
| WY | 0.5 亿 | 0.1% | 减仓−20% |
| DVA | 0.4 亿 | 0.1% | 减仓−72% |
| FFIV | 0.4 亿 | 0.1% | 减仓−66% |
| EG | 0.4 亿 | 0.1% | 减仓−56% |
| BLDR | 0.4 亿 | 0.1% | 减仓−13% |
| AFL | 0.4 亿 | 0.1% | 减仓−66% |
| BKR | 0.4 亿 | 0.1% | 减仓−33% |
| RCL | 0.3 亿 | 0.1% | 减仓−43% |
| APA | 0.3 亿 | 0.1% | 减仓−14% |
| VLO | 0.3 亿 | 0.0% | 减仓−44% |
| D | 0.3 亿 | 0.0% | 减仓−88% |
| TER | 0.3 亿 | 0.0% | 减仓−81% |
| AMCR | 0.3 亿 | 0.0% | 减仓−13% |
| HPQ | 0.3 亿 | 0.0% | 减仓−47% |
| URI | 0.3 亿 | 0.0% | 减仓−75% |
| BEN | 0.3 亿 | 0.0% | 减仓−92% |
| TRV | 0.3 亿 | 0.0% | 减仓−64% |
| MCO | 0.3 亿 | 0.0% | 减仓−21% |
| AVY | 0.3 亿 | 0.0% | 减仓−20% |
| DGX | 0.3 亿 | 0.0% | 减仓−62% |
| ADSK | 0.3 亿 | 0.0% | 减仓−85% |
| SRE | 0.3 亿 | 0.0% | 减仓−77% |
| TEL | 0.3 亿 | 0.0% | 减仓−38% |
| AXON | 0.3 亿 | 0.0% | 减仓−76% |
| ALL | 0.3 亿 | 0.0% | 减仓−60% |
| AZO | 0.3 亿 | 0.0% | 减仓−82% |
| PSKY | 0.3 亿 | 0.0% | 减仓−59% |
| ROK | 0.2 亿 | 0.0% | 减仓−72% |
| NWSA | 0.2 亿 | 0.0% | 减仓−54% |
| HRL | 0.2 亿 | 0.0% | 减仓−79% |
| IP | 0.2 亿 | 0.0% | 减仓−1% |
| GL | 0.2 亿 | 0.0% | 减仓−50% |
| PSA | 0.2 亿 | 0.0% | 减仓−43% |
| HUBB | 0.2 亿 | 0.0% | 减仓−92% |
| LVS | 0.2 亿 | 0.0% | 减仓−25% |
| FSLR | 0.2 亿 | 0.0% | 减仓−74% |
| CSGP | 0.2 亿 | 0.0% | 减仓−32% |
| MOS | 0.2 亿 | 0.0% | 减仓−68% |
| MRNA | 0.2 亿 | 0.0% | 减仓−40% |
| FANG | 0.2 亿 | 0.0% | 减仓−41% |
| JBL | 0.2 亿 | 0.0% | 减仓−92% |
| LNT | 0.2 亿 | 0.0% | 减仓−25% |
| TAP | 0.2 亿 | 0.0% | 减仓−68% |
| HBAN | 0.2 亿 | 0.0% | 减仓−57% |
| ROP | 0.1 亿 | 0.0% | 减仓−61% |
| DOV | 0.1 亿 | 0.0% | 减仓−8% |
| SYF | 0.1 亿 | 0.0% | 减仓−63% |
| ES | 0.1 亿 | 0.0% | 减仓−14% |
| NDSN | 0.1 亿 | 0.0% | 减仓−49% |
| FISV | 0.1 亿 | 0.0% | 减仓−68% |
| DRI | 0.1 亿 | 0.0% | 减仓−30% |
| ARES | 0.1 亿 | 0.0% | 减仓−96% |
| LH | 0.1 亿 | 0.0% | 减仓−50% |
| VRSN | 0.1 亿 | 0.0% | 减仓−63% |
| FTV | 0.1 亿 | 0.0% | 减仓−58% |
| VTRS | 0.1 亿 | 0.0% | 减仓−87% |
| SOLV | 0.1 亿 | 0.0% | 减仓−84% |
| KIM | 0.1 亿 | 0.0% | 减仓−15% |
| J | 0.1 亿 | 0.0% | 减仓−81% |
| BG | 0.1 亿 | 0.0% | 减仓−92% |
| GPC | 0.1 亿 | 0.0% | 减仓−41% |
| TXT | 0.1 亿 | 0.0% | 减仓−15% |
| TKO | 0.1 亿 | 0.0% | 减仓−93% |
| AIZ | 0.1 亿 | 0.0% | 减仓−78% |
| RDDT | 0.1 亿 | 0.0% | 新建仓 |
| TRMB | 0.1 亿 | 0.0% | 减仓−70% |
| SWKS | 0.0 亿 | 0.0% | 减仓−90% |
机构持仓来自季度末后 45 天内提交的申报，反映的是季末状态，不含空头与非美股票；市值按申报时口径。