 苹果AAPL |
| 3.85% | 4.51% | $27.01亿 | 933.4万股 | $28.13亿 | 1,108.3万股 | -174.9万股-15.78% | 减仓 |
 英伟达NVDA |
| 3.56% | 4.41% | $25.02亿 | 1,250.4万股 | $27.53亿 | 1,578.8万股 | -328.4万股-20.80% | 减仓 |
 加拿大国家铁路CNI |
| 3.22% | 3.09% | $22.62亿 | 1,896.3万股 | $19.27亿 | 1,878.4万股 | +17.8万股+0.95% | 加仓 |
 微软MSFT |
| 3.21% | 2.95% | $22.53亿 | 604.1万股 | $18.41亿 | 497.4万股 | +106.7万股+21.45% | 加仓 |
 谷歌AGOOGL |
| 2.68% | 3.07% | $18.83亿 | 526.9万股 | $19.14亿 | 665.7万股 | -138.8万股-20.85% | 减仓 |
 Meta平台META |
| 1.96% | 1.86% | $13.76亿 | 244.3万股 | $11.64亿 | 203.5万股 | +40.8万股+20.06% | 加仓 |
 亚马逊AMZN |
| 1.92% | 1.92% | $13.44亿 | 564.1万股 | $12.01亿 | 576.5万股 | -12.4万股-2.15% | 减仓 |
| CCGIGIB |
| 1.5% | 1.9% | $10.53亿 | 1,629.0万股 | $11.87亿 | 1,629.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.38% | 1.01% | $9.67亿 | 80.6万股 | $6.31亿 | 68.7万股 | +11.9万股+17.36% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 1.36% | 1.17% | $9.58亿 | 542.0万股 | $7.32亿 | 542.0万股 | 00.00% | 持仓不变 |
 TFI INTERNATIONALTFII |
| 1.3% | 1.24% | $9.11亿 | 633.1万股 | $7.76亿 | 715.7万股 | -82.6万股-11.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.28% | 1.26% | $9.02亿 | 180.2万股 | $7.86亿 | 164.0万股 | +16.2万股+9.87% | 加仓 |
 应用材料AMAT |
| 1.26% | 0.69% | $8.86亿 | 122.5万股 | $4.33亿 | 126.6万股 | -4.2万股-3.28% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.21% | 0.31% | $8.46亿 | 397.8万股 | $1.93亿 | 100.8万股 | +297.1万股+294.76% | 加仓 |
 CAECAE |
| 1.1% | 1.29% | $7.74亿 | 3,091.7万股 | $8.02亿 | 3,091.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.09% | 0.81% | $7.65亿 | 351.1万股 | $5.07亿 | 258.6万股 | +92.5万股+35.77% | 加仓 |
 BCEBCE |
| 1.05% | 1.37% | $7.34亿 | 3,410.7万股 | $8.58亿 | 3,410.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1% | 1.13% | $7.04亿 | 215.2万股 | $7.03亿 | 239.1万股 | -23.9万股-9.99% | 减仓 |
 博通AVGO |
| 0.98% | 1.09% | $6.90亿 | 182.6万股 | $6.79亿 | 219.4万股 | -36.8万股-16.79% | 减仓 |
 万事达MA |
| 0.93% | 1.16% | $6.52亿 | 126.9万股 | $7.23亿 | 144.8万股 | -17.9万股-12.37% | 减仓 |
 泛林集团LRCX |
| 0.89% | 0.26% | $6.27亿 | 144.7万股 | $1.63亿 | 76.4万股 | +68.3万股+89.31% | 加仓 |
 美光科技MU |
| 0.87% | 0.42% | $6.14亿 | 53.2万股 | $2.62亿 | 77.7万股 | -24.5万股-31.56% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 0.86% | 0.93% | $6.02亿 | 1,167.9万股 | $5.80亿 | 1,044.1万股 | +123.8万股+11.86% | 加仓 |
 强生JNJ |
| 0.82% | 1.17% | $5.74亿 | 225.9万股 | $7.30亿 | 298.5万股 | -72.6万股-24.33% | 减仓 |
 默沙东MRK |
| 0.81% | 0.73% | $5.72亿 | 444.8万股 | $4.57亿 | 379.9万股 | +64.9万股+17.07% | 加仓 |
 联合健康UNH |
| 0.81% | 0.56% | $5.67亿 | 136.4万股 | $3.50亿 | 129.5万股 | +6.9万股+5.30% | 加仓 |
 思科CSCO |
| 0.79% | 0.69% | $5.53亿 | 471.2万股 | $4.32亿 | 556.2万股 | -85.0万股-15.29% | 减仓 |
 特斯拉TSLA |
| 0.75% | 0.65% | $5.24亿 | 124.6万股 | $4.06亿 | 109.3万股 | +15.3万股+14.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.69% | $5.01亿 | 141.8万股 | $4.32亿 | 150.7万股 | -8.9万股-5.88% | 减仓 |
 PROGRESSIVEPGR |
| 0.7% | 0.52% | $4.92亿 | 225.2万股 | $3.26亿 | 164.5万股 | +60.7万股+36.90% | 加仓 |
 德州仪器TXN |
| 0.69% | 0.39% | $4.85亿 | 162.7万股 | $2.44亿 | 125.9万股 | +36.8万股+29.25% | 加仓 |
 好市多COST |
| 0.63% | 0.8% | $4.39亿 | 46.9万股 | $4.98亿 | 50.0万股 | -3.0万股-6.09% | 减仓 |
 艾伯维ABBV |
| 0.59% | 0.56% | $4.13亿 | 164.2万股 | $3.51亿 | 161.3万股 | +2.9万股+1.79% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.65% | $4.00亿 | 353.3万股 | $4.05亿 | 325.9万股 | +27.4万股+8.40% | 加仓 |
| C花旗集团C |
| 0.57% | 0.54% | $3.98亿 | 284.1万股 | $3.40亿 | 299.7万股 | -15.6万股-5.21% | 减仓 |
 TJXTJX |
| 0.55% | 0.5% | $3.86亿 | 254.5万股 | $3.09亿 | 193.8万股 | +60.7万股+31.33% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.53% | 0.59% | $3.72亿 | 1,005.7万股 | $3.71亿 | 1,005.7万股 | 00.00% | 持仓不变 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.52% | 0.44% | $3.64亿 | 299.6万股 | $2.74亿 | 294.1万股 | +5.4万股+1.84% | 加仓 |
 科磊KLAC |
| 0.52% | 0.11% | $3.63亿 | 120.3万股 | $6,685.0万 | 4.5万股 | +115.7万股+2,549.38% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.51% | 0.48% | $3.60亿 | 174.1万股 | $2.98亿 | 184.9万股 | -10.8万股-5.84% | 减仓 |
 AMD超威AMD |
| 0.49% | 0.26% | $3.41亿 | 58.8万股 | $1.60亿 | 78.7万股 | -19.9万股-25.33% | 减仓 |
 英特尔INTC |
| 0.45% | 0.13% | $3.16亿 | 226.6万股 | $7,900.2万 | 179.0万股 | +47.6万股+26.60% | 加仓 |
| IiShares安硕信托HYG |
| 0.45% | 0.41% | $3.14亿 | 392.7万股 | $2.55亿 | 320.2万股 | +72.5万股+22.64% | 加仓 |
 可口可乐KO |
| 0.41% | 0.32% | $2.91亿 | 358.3万股 | $2.02亿 | 266.1万股 | +92.2万股+34.63% | 加仓 |
| N新纪元能源NEE |
| 0.41% | 0.51% | $2.89亿 | 329.1万股 | $3.17亿 | 340.8万股 | -11.7万股-3.43% | 减仓 |
 PULTEPHM |
| 0.41% | 0.42% | $2.87亿 | 209.2万股 | $2.64亿 | 224.5万股 | -15.3万股-6.83% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 0.4% | 0.41% | $2.84亿 | 428.9万股 | $2.57亿 | 412.2万股 | +16.7万股+4.05% | 加仓 |
 阿斯利康AZN |
| 0.39% | — | $2.74亿 | 146.4万股 | $0 | 0股 | +146.4万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.38% | 0.5% | $2.69亿 | 169.3万股 | $3.14亿 | 214.4万股 | -45.1万股-21.03% | 减仓 |
 通用汽车GM |
| 0.38% | 0.29% | $2.66亿 | 345.0万股 | $1.81亿 | 242.6万股 | +102.4万股+42.20% | 加仓 |
