 英伟达NVDA |
| 4.78% | 5.02% | $18.51亿 | 924.9万股 | $16.12亿 | 924.5万股 | +4,049股+0.04% | 加仓 |
 苹果AAPL |
| 3.58% | 3.65% | $13.87亿 | 479.3万股 | $11.72亿 | 461.7万股 | +17.6万股+3.81% | 加仓 |
 微软MSFT |
| 2.93% | 4.84% | $11.37亿 | 304.8万股 | $15.54亿 | 419.7万股 | -114.9万股-27.37% | 减仓 |
 谷歌AGOOGL |
| 2.69% | 2.75% | $10.44亿 | 292.2万股 | $8.82亿 | 306.6万股 | -14.4万股-4.70% | 减仓 |
 TELESAT CORP CL A & CL B SHSTSAT |
| 2.38% | 2.05% | $9.22亿 | 1,821.1万股 | $6.59亿 | 1,821.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.22% | 2.13% | $8.60亿 | 227.7万股 | $6.83亿 | 220.8万股 | +6.9万股+3.10% | 加仓 |
 亚马逊AMZN |
| 2.19% | 2.64% | $8.47亿 | 355.5万股 | $8.48亿 | 406.9万股 | -51.4万股-12.64% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 1.74% | 1.84% | $6.72亿 | 584.4万股 | $5.92亿 | 624.3万股 | -39.8万股-6.38% | 减仓 |
 ROYAL BK CDA COMRY |
| 1.61% | 1.21% | $6.25亿 | 302.2万股 | $3.87亿 | 239.6万股 | +62.6万股+26.11% | 加仓 |
 摩根大通JPM |
| 1.39% | 1.34% | $5.37亿 | 164.0万股 | $4.29亿 | 145.8万股 | +18.2万股+12.51% | 加仓 |
 美光科技MU |
| 1.37% | 0.46% | $5.31亿 | 46.0万股 | $1.47亿 | 43.5万股 | +2.5万股+5.81% | 加仓 |
 礼来LLY |
| 1.14% | 1.19% | $4.42亿 | 36.8万股 | $3.83亿 | 41.6万股 | -4.8万股-11.53% | 减仓 |
 Meta平台META |
| 1.13% | 1.38% | $4.38亿 | 77.7万股 | $4.43亿 | 77.4万股 | +3,572股+0.46% | 加仓 |
 科磊KLAC |
| 1.04% | 0.34% | $4.04亿 | 133.8万股 | $1.09亿 | 7.4万股 | +126.4万股+1,714.36% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.01% | 0.85% | $3.91亿 | 321.9万股 | $2.74亿 | 293.2万股 | +28.7万股+9.80% | 加仓 |
 阿斯利康AZN |
| 0.96% | 1.29% | $3.73亿 | 199.4万股 | $4.15亿 | 208.7万股 | -9.3万股-4.44% | 减仓 |
 特斯拉TSLA |
| 0.94% | 0.97% | $3.64亿 | 86.4万股 | $3.10亿 | 83.4万股 | +3.0万股+3.60% | 加仓 |
 VisaV |
| 0.9% | 0.86% | $3.47亿 | 101.1万股 | $2.76亿 | 91.4万股 | +9.6万股+10.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.78% | $3.05亿 | 86.2万股 | $2.52亿 | 87.8万股 | -1.6万股-1.80% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 1.03% | $2.78亿 | 55.6万股 | $3.32亿 | 69.3万股 | -13.6万股-19.65% | 减仓 |
 艾伯维ABBV |
| 0.71% | 0.8% | $2.74亿 | 108.9万股 | $2.56亿 | 117.6万股 | -8.7万股-7.42% | 减仓 |
| BBANK OF AMERBAC |
| 0.64% | 0.44% | $2.48亿 | 435.6万股 | $1.41亿 | 288.7万股 | +146.9万股+50.87% | 加仓 |
 高盛GS |
| 0.64% | 0.64% | $2.47亿 | 24.4万股 | $2.05亿 | 24.2万股 | +2,425股+1.00% | 加仓 |
 VanEck ETF信托SMH |
| 0.63% | — | $2.45亿 | 37.4万股 | $0 | 0股 | +37.4万股 | 新买入 |
 AMD超威AMD |
| 0.62% | 0.18% | $2.42亿 | 41.7万股 | $5,940.8万 | 29.2万股 | +12.5万股+42.72% | 加仓 |
 联合太平洋铁路UNP |
| 0.62% | 0.67% | $2.41亿 | 88.8万股 | $2.15亿 | 88.7万股 | +764股+0.09% | 加仓 |
 UNITED RENTALSURI |
| 0.58% | 0.48% | $2.24亿 | 19.8万股 | $1.53亿 | 21.0万股 | -1.2万股-5.92% | 减仓 |
 NETFLIXNFLX |
| 0.56% | 0.69% | $2.18亿 | 305.8万股 | $2.22亿 | 231.4万股 | +74.5万股+32.18% | 加仓 |
 万事达MA |
| 0.56% | 0.69% | $2.16亿 | 42.0万股 | $2.21亿 | 44.2万股 | -2.2万股-5.02% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.55% | 0.62% | $2.13亿 | 53.7万股 | $1.99亿 | 62.5万股 | -8.8万股-14.14% | 减仓 |
 德州仪器TXN |
| 0.54% | 0.4% | $2.09亿 | 70.1万股 | $1.29亿 | 66.2万股 | +3.9万股+5.83% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.54% | 0.47% | $2.08亿 | 117.7万股 | $1.51亿 | 111.6万股 | +6.2万股+5.54% | 加仓 |
 联合健康UNH |
| 0.53% | 0.12% | $2.07亿 | 49.8万股 | $3,969.0万 | 14.7万股 | +35.2万股+239.65% | 加仓 |
 伊顿ETN |
| 0.53% | 0.58% | $2.05亿 | 48.0万股 | $1.88亿 | 52.5万股 | -4.5万股-8.49% | 减仓 |
 固安捷GWW |
| 0.52% | 0.41% | $2.02亿 | 14.9万股 | $1.31亿 | 12.0万股 | +2.9万股+23.88% | 加仓 |
 ShopifySHOP |
| 0.52% | 0.22% | $2.01亿 | 176.0万股 | $7,203.3万 | 60.7万股 | +115.3万股+189.95% | 加仓 |
 英特尔INTC |
| 0.47% | 0.26% | $1.81亿 | 129.8万股 | $8,264.5万 | 187.3万股 | -57.5万股-30.69% | 减仓 |
 汽车地带AZO |
| 0.45% | 0.54% | $1.73亿 | 5.4万股 | $1.75亿 | 5.2万股 | +2,512股+4.86% | 加仓 |
 派克汉尼汾PH |
| 0.43% | 0.47% | $1.68亿 | 17.2万股 | $1.51亿 | 16.8万股 | +4,097股+2.44% | 加仓 |
 星座能源CEG |
| 0.43% | 0.58% | $1.67亿 | 67.1万股 | $1.87亿 | 66.8万股 | +2,614股+0.39% | 加仓 |
 埃克森美孚XOM |
| 0.42% | 0.73% | $1.64亿 | 120.2万股 | $2.34亿 | 138.0万股 | -17.9万股-12.96% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.28% | $1.60亿 | 21.5万股 | $8,950.9万 | 13.8万股 | +7.7万股+55.90% | 加仓 |
 甲骨文ORCL |
| 0.41% | 0.43% | $1.57亿 | 107.1万股 | $1.37亿 | 93.4万股 | +13.7万股+14.69% | 加仓 |
 Arista网络ANET |
| 0.38% | 0.07% | $1.49亿 | 87.7万股 | $2,220.1万 | 18.1万股 | +69.6万股+385.14% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.38% | 0.56% | $1.47亿 | 192.3万股 | $1.78亿 | 194.5万股 | -2.3万股-1.16% | 减仓 |
 瑞银UBS |
| 0.37% | 0.31% | $1.45亿 | 292.6万股 | $1.01亿 | 254.2万股 | +38.4万股+15.12% | 加仓 |
 BANK NOVA SCOTIA B CBNS |
| 0.37% | 0.44% | $1.45亿 | 167.1万股 | $1.41亿 | 202.6万股 | -35.5万股-17.53% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.37% | 0.56% | $1.43亿 | 85.2万股 | $1.79亿 | 85.3万股 | -1,081股-0.13% | 减仓 |
| Q高通QCOM |
| 0.36% | 0.08% | $1.40亿 | 75.6万股 | $2,464.5万 | 19.1万股 | +56.4万股+294.79% | 加仓 |
 布鲁克菲尔德BN |
| 0.35% | 0.19% | $1.37亿 | 320.8万股 | $6,150.5万 | 151.8万股 | +169.0万股+111.37% | 加仓 |
