 台积电TSM |
| 5.84% | 6.02% | $16.12亿 | 337.5万股 | $17.61亿 | 521.0万股 | -183.5万股-35.22% | 减仓 |
 谷歌AGOOGL |
| 5.8% | 5.54% | $16.02亿 | 448.3万股 | $16.20亿 | 563.2万股 | -114.9万股-20.40% | 减仓 |
 微软MSFT |
| 3.54% | 4.17% | $9.76亿 | 261.7万股 | $12.18亿 | 329.0万股 | -67.3万股-20.45% | 减仓 |
 穆迪MCO |
| 3.42% | 3.52% | $9.45亿 | 208.5万股 | $10.28亿 | 235.6万股 | -27.1万股-11.50% | 减仓 |
 万事达MA |
| 3.17% | 3.2% | $8.75亿 | 170.3万股 | $9.34亿 | 186.9万股 | -16.6万股-8.88% | 减仓 |
 ROYAL BK CDA COMRY |
| 2.9% | 2.33% | $8.01亿 | 387.3万股 | $6.81亿 | 422.0万股 | -34.7万股-8.23% | 减仓 |
 汽车地带AZO |
| 2.57% | 3.02% | $7.11亿 | 22.2万股 | $8.82亿 | 26.1万股 | -3.9万股-14.84% | 减仓 |
 加拿大国家铁路CNI |
| 2.33% | 2.18% | $6.44亿 | 540.7万股 | $6.36亿 | 619.2万股 | -78.5万股-12.67% | 减仓 |
 亚马逊AMZN |
| 2.24% | 0.92% | $6.20亿 | 260.0万股 | $2.68亿 | 128.8万股 | +131.2万股+101.89% | 加仓 |
 TJXTJX |
| 2.22% | 2.58% | $6.12亿 | 404.0万股 | $7.53亿 | 471.7万股 | -67.7万股-14.35% | 减仓 |
 芝加哥商品交易所CME |
| 2.11% | 2.72% | $5.83亿 | 264.2万股 | $7.94亿 | 268.7万股 | -4.5万股-1.68% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 2.05% | 1.61% | $5.67亿 | 321.4万股 | $4.71亿 | 348.7万股 | -27.2万股-7.81% | 减仓 |
| I景顺QQQ信托VOO |
| 2.04% | 1.5% | $5.63亿 | 76.5万股 | $4.39亿 | 76.1万股 | +3,970股+0.52% | 加仓 |
 科磊KLAC |
| 1.96% | 0.29% | $5.41亿 | 179.4万股 | $8,599.9万 | 5.8万股 | +173.5万股+2,971.19% | 加仓 |
 宣伟SHW |
| 1.92% | 1.95% | $5.30亿 | 153.9万股 | $5.69亿 | 177.5万股 | -23.6万股-13.32% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.8% | 1.59% | $4.98亿 | 575.2万股 | $4.64亿 | 590.5万股 | -15.3万股-2.59% | 减仓 |
 明晟MSCI |
| 1.75% | 1.81% | $4.84亿 | 86.5万股 | $5.29亿 | 98.2万股 | -11.7万股-11.89% | 减仓 |
 强生JNJ |
| 1.74% | 1.87% | $4.81亿 | 189.5万股 | $5.48亿 | 224.0万股 | -34.5万股-15.42% | 减仓 |
 RESTAURANT BRANDS INTLQSR |
| 1.62% | 1.69% | $4.47亿 | 616.9万股 | $4.94亿 | 669.2万股 | -52.3万股-7.82% | 减仓 |
 CARRIER GLOBALCARR |
| 1.55% | 1.28% | $4.27亿 | 581.6万股 | $3.75亿 | 666.6万股 | -85.0万股-12.76% | 减仓 |
| RRB GLOBALRBA |
| 1.53% | 1.21% | $4.22亿 | 363.0万股 | $3.53亿 | 369.2万股 | -6.2万股-1.68% | 减仓 |
 WASTE CONNECTIONSWCN |
| 1.5% | 1.41% | $4.13亿 | 248.5万股 | $4.13亿 | 254.7万股 | -6.2万股-2.44% | 减仓 |
 联合健康UNH |
| 1.42% | 0.83% | $3.91亿 | 94.0万股 | $2.43亿 | 89.9万股 | +4.1万股+4.61% | 加仓 |
 梅特勒托利多MTD |
| 1.37% | 1.36% | $3.77亿 | 29.5万股 | $3.96亿 | 31.4万股 | -1.9万股-6.10% | 减仓 |
 林德LIN |
| 1.28% | 1.28% | $3.53亿 | 68.0万股 | $3.75亿 | 75.7万股 | -7.6万股-10.09% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.16% | 0.16% | $3.21亿 | 264.3万股 | $4,544.1万 | 48.7万股 | +215.5万股+442.21% | 加仓 |
 百事可乐PEP |
| 1.11% | 1.44% | $3.06亿 | 226.1万股 | $4.22亿 | 271.5万股 | -45.4万股-16.73% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 1.07% | 1.28% | $2.96亿 | 413.9万股 | $3.75亿 | 486.7万股 | -72.8万股-14.96% | 减仓 |
| CCGIGIB |
| 1.07% | 1.25% | $2.95亿 | 457.4万股 | $3.66亿 | 501.9万股 | -44.6万股-8.88% | 减仓 |
 GRACOGGG |
| 0.94% | 1.14% | $2.60亿 | 343.2万股 | $3.33亿 | 393.9万股 | -50.7万股-12.86% | 减仓 |
| V先锋领航指数基金VOO |
| 0.93% | 0.75% | $2.58亿 | 37.5万股 | $2.20亿 | 36.9万股 | +6,569股+1.78% | 加仓 |
 SUN LIFE FINANCIALSLF |
| 0.89% | 0.49% | $2.45亿 | 312.7万股 | $1.44亿 | 230.2万股 | +82.5万股+35.82% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.83% | 0.62% | $2.30亿 | 58.0万股 | $1.81亿 | 56.9万股 | +1.1万股+1.98% | 加仓 |
 COPART COMCPRT |
| 0.81% | 1.02% | $2.24亿 | 795.9万股 | $2.99亿 | 901.2万股 | -105.4万股-11.69% | 减仓 |
 ROGERS COMMUNICATIONSRCI |
| 0.75% | 0.98% | $2.08亿 | 639.0万股 | $2.86亿 | 743.8万股 | -104.7万股-14.08% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 0.72% | 0.74% | $1.99亿 | 504.5万股 | $2.16亿 | 443.7万股 | +60.8万股+13.70% | 加仓 |
 森科能源SU |
| 0.68% | 0.76% | $1.87亿 | 349.1万股 | $2.24亿 | 338.6万股 | +10.4万股+3.08% | 加仓 |
 STANTECSTN |
| 0.65% | 0.6% | $1.79亿 | 260.2万股 | $1.74亿 | 201.6万股 | +58.6万股+29.05% | 加仓 |
| T汤森路透TRI |
| 0.65% | — | $1.78亿 | 218.6万股 | $0 | 0股 | +218.6万股 | 新买入 |
 苹果AAPL |
| 0.57% | 0.48% | $1.56亿 | 53.9万股 | $1.39亿 | 54.9万股 | -9,664股-1.76% | 减仓 |
 希尔顿HLT |
| 0.56% | 0.54% | $1.54亿 | 46.5万股 | $1.57亿 | 51.7万股 | -5.1万股-9.91% | 减仓 |
 TELUSTU |
| 0.54% | 0.71% | $1.50亿 | 1,418.2万股 | $2.09亿 | 1,625.9万股 | -207.7万股-12.77% | 减仓 |
 AON SHS CL AAON |
| 0.5% | 0.61% | $1.39亿 | 41.9万股 | $1.78亿 | 55.0万股 | -13.1万股-23.80% | 减仓 |
 Arista网络ANET |
| 0.49% | 0.34% | $1.35亿 | 79.4万股 | $9,932.3万 | 80.9万股 | -1.5万股-1.90% | 减仓 |
 VisaV |
| 0.46% | 0.43% | $1.26亿 | 36.8万股 | $1.25亿 | 41.2万股 | -4.5万股-10.82% | 减仓 |
 标普全球SPGI |
| 0.45% | 0.69% | $1.25亿 | 32.5万股 | $2.03亿 | 47.7万股 | -15.2万股-31.83% | 减仓 |
 JFROGFROG |
| 0.45% | 0.37% | $1.24亿 | 136.4万股 | $1.09亿 | 232.6万股 | -96.3万股-41.37% | 减仓 |
 LOWES COS COMLOW |
| 0.43% | 0.48% | $1.18亿 | 53.4万股 | $1.41亿 | 59.5万股 | -6.0万股-10.15% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.34% | 0.34% | $9,336.9万 | 61.0万股 | $9,942.3万 | 107.2万股 | -46.1万股-43.05% | 减仓 |
 ALCON ORD SHSALC |
| 0.33% | 0.53% | $9,241.1万 | 137.7万股 | $1.55亿 | 206.1万股 | -68.4万股-33.17% | 减仓 |
