| CCIGNALIBD |
| 17.41% | 6.18% | $6,230.4万 | 22.6万股 | $1,925.9万 | 7.2万股 | +15.4万股+213.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 13.49% | 16.13% | $4,827.6万 | 9.6万股 | $5,025.7万 | 10.5万股 | -8,400股-8.01% | 减仓 |
 威瑞森VZ |
| 10.58% | 13.93% | $3,786.0万 | 89.4万股 | $4,342.3万 | 86.5万股 | +2.9万股+3.38% | 加仓 |
| SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG |
| 9.37% | 10.36% | $3,353.0万 | 95.2万股 | $3,227.3万 | 97.0万股 | -1.8万股-1.88% | 减仓 |
| OOKLOOKLO |
| 8.62% | 9.38% | $3,084.7万 | 58.9万股 | $2,923.2万 | 58.9万股 | 00.00% | 持仓不变 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 6.34% | 5.75% | $2,270.1万 | 18.7万股 | $1,793.2万 | 19.2万股 | -5,300股-2.76% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 5.28% | 6.01% | $1,891.2万 | 42.2万股 | $1,872.4万 | 42.2万股 | 00.00% | 持仓不变 |
 Ares管理ARES |
| 3.77% | 4.24% | $1,347.7万 | 12.1万股 | $1,320.9万 | 12.1万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 3.33% | 3.81% | $1,193.4万 | 6.3万股 | $1,187.9万 | 6.3万股 | 00.00% | 持仓不变 |
 优步UBER |
| 2.43% | — | $869.5万 | 12.1万股 | $0 | 0股 | +12.1万股 | 新买入 |
 布鲁克菲尔德BN |
| 1.34% | 1.46% | $479.8万 | 11.3万股 | $455.9万 | 11.3万股 | 00.00% | 持仓不变 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 1.11% | 1.16% | $398.8万 | 14.0万股 | $361.3万 | 14.0万股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 1.01% | 0.78% | $363.2万 | 1.2万股 | $243.9万 | 1.8万股 | -6,000股-33.33% | 减仓 |
 卡梅科CCJ |
| 0.93% | 1.13% | $331.3万 | 3.3万股 | $353.4万 | 3.3万股 | 00.00% | 持仓不变 |
 BANK NOVA SCOTIA B CBNS |
| 0.92% | 0.84% | $328.6万 | 3.8万股 | $262.1万 | 3.8万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.88% | 0.46% | $316.4万 | 3.5万股 | $144.6万 | 1.6万股 | +1.9万股+118.87% | 加仓 |
| TTELIX PHARMACEUTIC SPON ADS EACH REP 1 ORD SHSTLX |
| 0.86% | 0.82% | $306.9万 | 26.6万股 | $254.8万 | 26.6万股 | 00.00% | 持仓不变 |
| RRADNETRDNT |
| 0.72% | 0.75% | $259.0万 | 4.2万股 | $234.7万 | 4.2万股 | 00.00% | 持仓不变 |
 CENTRUS ENERGY CL ALEU |
| 0.69% | 0.82% | $247.6万 | 1.5万股 | $256.0万 | 1.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.68% | 0.63% | $242.5万 | 6,787股 | $195.2万 | 6,787股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.63% | 0.63% | $226.1万 | 1.1万股 | $197.1万 | 1.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.61% | 0.61% | $218.0万 | 7,535股 | $191.2万 | 7,535股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.59% | 0.59% | $210.3万 | 8,825股 | $183.8万 | 8,825股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.59% | 0.62% | $210.2万 | 2,078股 | $192.7万 | 2,278股 | -200股-8.78% | 减仓 |
 LANTHEUSLNTH |
| 0.56% | 0.44% | $199.7万 | 1.8万股 | $136.5万 | 1.8万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.54% | 0.66% | $194.7万 | 1.0万股 | $204.5万 | 1.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.53% | 0.54% | $188.3万 | 5,752股 | $169.2万 | 5,752股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.51% | 0.6% | $183.5万 | 3,257股 | $186.3万 | 3,257股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.49% | 0.42% | $176.2万 | 1,500股 | $130.9万 | 1,500股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.49% | 0.43% | $174.9万 | 1,458股 | $134.1万 | 1,458股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.34% | 0.39% | $122.3万 | 3,279股 | $121.4万 | 3,279股 | 00.00% | 持仓不变 |
| XX-ENERGY INCXE |
| 0.31% | — | $110.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| NNUSCALE PWR CORP CLASS ASMR |
| 0.29% | 0.37% | $105.3万 | 10.5万股 | $113.8万 | 10.5万股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.28% | — | $101.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 HEICOHEI |
| 0.28% | 0.25% | $99.4万 | 2,792股 | $76.6万 | 2,792股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.27% | 0.29% | $97.8万 | 9,100股 | $89.5万 | 9,100股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.24% | 0.27% | $86.4万 | 1,682股 | $84.0万 | 1,682股 | 00.00% | 持仓不变 |
| BBEONE MEDICINESONC |
| 0.24% | 0.29% | $85.5万 | 3,000股 | $89.1万 | 3,000股 | 00.00% | 持仓不变 |
| IISORAY INCISREUR |
| 0.24% | 0.33% | $85.3万 | 25.0万股 | $104.3万 | 25.0万股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.24% | 0.3% | $84.4万 | 3,400股 | $94.9万 | 3,400股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.19% | — | $69.4万 | 4,060股 | $0 | 0股 | +4,060股 | 新买入 |
| OOLEMA PHARMACEUTICALS INC COMOLMA |
| 0.17% | 0.24% | $62.6万 | 5.0万股 | $74.6万 | 5.0万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.17% | 0.09% | $61.2万 | 1,796股 | $28.8万 | 1,796股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.17% | 0.23% | $60.7万 | 3,875股 | $72.3万 | 3,875股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.16% | 0.22% | $57.1万 | 3,905股 | $68.2万 | 3,905股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.15% | 0.09% | $54.6万 | 716股 | $28.0万 | 716股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.15% | 0.17% | $54.3万 | 1,500股 | $52.8万 | 1,500股 | 00.00% | 持仓不变 |
| IIOVANCE BIOTHERAPEUTICSIOVA |
| 0.15% | 0.15% | $54.1万 | 13.0万股 | $45.6万 | 13.0万股 | 00.00% | 持仓不变 |
 ICON PUB LTD COICLR |
| 0.15% | 0.11% | $52.1万 | 3,000股 | $33.2万 | 3,000股 | 00.00% | 持仓不变 |
 再生元REGN |
| 0.11% | 0.16% | $40.8万 | 654股 | $50.5万 | 654股 | 00.00% | 持仓不变 |
