新建仓
38
加仓
78
减仓
84
清仓
43
| 代码 | 市值 | 占比 | 较 2026-03 |
|---|---|---|---|
| INTC | 10.2 亿 | 4.4% | 减仓−1% |
| VRSN | 6.2 亿 | 2.7% | 减仓−13% |
| AAPL | 4.6 亿 | 2.0% | 减仓−48% |
| INCY | 4.0 亿 | 1.7% | 减仓−4% |
| WDC | 3.4 亿 | 1.5% | 减仓−53% |
| DELL | 2.8 亿 | 1.2% | 减仓−10% |
| RDDT | 2.5 亿 | 1.1% | 减仓−7% |
| MU | 2.4 亿 | 1.1% | 减仓−90% |
| ABNB | 2.2 亿 | 1.0% | 减仓−16% |
| DASH | 1.6 亿 | 0.7% | 减仓−38% |
| VRTX | 1.6 亿 | 0.7% | 减仓−24% |
| UNH | 1.5 亿 | 0.7% | 减仓−68% |
| MSI | 1.3 亿 | 0.6% | 减仓−24% |
| VST | 1.2 亿 | 0.5% | 减仓−28% |
| GE | 1.1 亿 | 0.5% | 减仓−26% |
| OTIS | 1.1 亿 | 0.5% | 减仓−6% |
| WYNN | 1.1 亿 | 0.5% | 减仓−11% |
| HPQ | 1.0 亿 | 0.4% | 减仓−37% |
| BSX | 1.0 亿 | 0.4% | 减仓−23% |
| WSM | 1.0 亿 | 0.4% | 减仓−38% |
| VLTO | 1.0 亿 | 0.4% | 减仓−23% |
| MCD | 0.9 亿 | 0.4% | 减仓−35% |
| BBY | 0.9 亿 | 0.4% | 减仓−16% |
| PGR | 0.8 亿 | 0.4% | 减仓−33% |
| CL | 0.8 亿 | 0.3% | 减仓−61% |
| TEL | 0.7 亿 | 0.3% | 减仓−33% |
| ROL | 0.7 亿 | 0.3% | 减仓−14% |
| AFL | 0.7 亿 | 0.3% | 减仓−11% |
| TPR | 0.7 亿 | 0.3% | 减仓−3% |
| ABT | 0.6 亿 | 0.3% | 减仓−45% |
| ALB | 0.6 亿 | 0.3% | 减仓−38% |
| EG | 0.6 亿 | 0.2% | 减仓−4% |
| MAS | 0.6 亿 | 0.2% | 减仓−40% |
| ETR | 0.6 亿 | 0.2% | 减仓−14% |
| VTR | 0.5 亿 | 0.2% | 减仓−24% |
| ADBE | 0.5 亿 | 0.2% | 减仓−72% |
| DDOG | 0.5 亿 | 0.2% | 减仓−35% |
| FCX | 0.5 亿 | 0.2% | 减仓−75% |
| VRSK | 0.5 亿 | 0.2% | 减仓−40% |
| CCI | 0.5 亿 | 0.2% | 减仓−27% |
| MCO | 0.4 亿 | 0.2% | 减仓−12% |
| HWM | 0.4 亿 | 0.2% | 减仓−61% |
| AME | 0.4 亿 | 0.2% | 减仓−41% |
| V | 0.4 亿 | 0.2% | 减仓−82% |
| NVR | 0.4 亿 | 0.2% | 减仓−20% |
| LNT | 0.4 亿 | 0.2% | 减仓−33% |
| J | 0.3 亿 | 0.2% | 减仓−29% |
| INVH | 0.3 亿 | 0.1% | 减仓−6% |
| BA | 0.3 亿 | 0.1% | 减仓−85% |
| PTC | 0.3 亿 | 0.1% | 减仓−30% |
| PODD | 0.3 亿 | 0.1% | 减仓−53% |
| MNST | 0.3 亿 | 0.1% | 减仓−70% |
| LEN | 0.3 亿 | 0.1% | 减仓−14% |
| KIM | 0.3 亿 | 0.1% | 减仓−8% |
| SYK | 0.3 亿 | 0.1% | 减仓−77% |
| APH | 0.3 亿 | 0.1% | 减仓−74% |
| WDAY | 0.3 亿 | 0.1% | 减仓−65% |
| UDR | 0.2 亿 | 0.1% | 减仓−51% |
| PAYX | 0.2 亿 | 0.1% | 减仓−81% |
| Q | 0.2 亿 | 0.1% | 减仓−31% |
| TT | 0.2 亿 | 0.1% | 减仓−80% |
| SNPS | 0.2 亿 | 0.1% | 减仓−87% |
| BIIB | 0.2 亿 | 0.1% | 减仓−62% |
| XEL | 0.2 亿 | 0.1% | 减仓−63% |
| L | 0.2 亿 | 0.1% | 减仓−59% |
| CCL | 0.1 亿 | 0.1% | 减仓−91% |
| AVY | 0.1 亿 | 0.1% | 减仓−8% |
| AXP | 0.1 亿 | 0.1% | 减仓−94% |
| ALLE | 0.1 亿 | 0.1% | 减仓−24% |
| CPRT | 0.1 亿 | 0.0% | 减仓−30% |
| SNDK | 0.1 亿 | 0.0% | 减仓−99% |
| HBAN | 0.1 亿 | 0.0% | 减仓−88% |
| VRT | 0.1 亿 | 0.0% | 减仓−97% |
| FSLR | 0.1 亿 | 0.0% | 减仓−57% |
| DHI | 0.1 亿 | 0.0% | 减仓−85% |
| EVRG | 0.0 亿 | 0.0% | 减仓−89% |
| FTNT | 0.0 亿 | 0.0% | 减仓−50% |
| CDW | 0.0 亿 | 0.0% | 减仓−96% |
| LIN | 0.0 亿 | 0.0% | 减仓−99% |
| MSFT | 0.0 亿 | 0.0% | 减仓−37% |
| EXE | 0.0 亿 | 0.0% | 减仓−93% |
| EW | 0.0 亿 | 0.0% | 减仓−28% |
| DVA | 0.0 亿 | 0.0% | 减仓−97% |
| KO | 0.0 亿 | 0.0% | 减仓−14% |
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。