 英伟达NVDA |
| 8.18% | 9.37% | $5.28亿 | 263.8万股 | $6.19亿 | 365.9万股 | -102.1万股-27.91% | 减仓 |
 谷歌AGOOGL |
| 6.05% | 5.97% | $3.91亿 | 109.4万股 | $3.94亿 | 140.5万股 | -31.1万股-22.14% | 减仓 |
 微软MSFT |
| 5.9% | 6.8% | $3.81亿 | 102.1万股 | $4.50亿 | 124.9万股 | -22.8万股-18.25% | 减仓 |
 亚马逊AMZN |
| 5.82% | 5.59% | $3.76亿 | 157.6万股 | $3.70亿 | 182.4万股 | -24.8万股-13.61% | 减仓 |
 摩根大通JPM |
| 4.69% | 5.39% | $3.03亿 | 92.5万股 | $3.56亿 | 124.6万股 | -32.2万股-25.80% | 减仓 |
 泛林集团LRCX |
| 4.51% | 2.15% | $2.91亿 | 67.1万股 | $1.42亿 | 68.5万股 | -1.4万股-2.02% | 减仓 |
 博通AVGO |
| 3.73% | 2.84% | $2.41亿 | 63.7万股 | $1.88亿 | 62.6万股 | +1.2万股+1.88% | 加仓 |
 万事达MA |
| 3.73% | 3.58% | $2.41亿 | 46.8万股 | $2.37亿 | 49.0万股 | -2.1万股-4.39% | 减仓 |
 美光科技MU |
| 3.65% | — | $2.36亿 | 20.4万股 | $0 | 0股 | +20.4万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 3.15% | 3.18% | $2.03亿 | 211.4万股 | $2.10亿 | 296.0万股 | -84.6万股-28.59% | 减仓 |
 DANAHER DEL COMDHR |
| 3.14% | 3.73% | $2.03亿 | 106.5万股 | $2.46亿 | 134.1万股 | -27.7万股-20.62% | 减仓 |
 IDEXX LABS COMIDXX |
| 3.04% | 2.83% | $1.96亿 | 37.3万股 | $1.87亿 | 34.2万股 | +3.1万股+8.96% | 加仓 |
 Meta平台META |
| 2.92% | 3.56% | $1.88亿 | 33.5万股 | $2.36亿 | 42.2万股 | -8.8万股-20.78% | 减仓 |
 台积电TSM |
| 2.68% | 2.46% | $1.73亿 | 36.3万股 | $1.62亿 | 51.0万股 | -14.7万股-28.88% | 减仓 |
| AAPI COM STKAPG |
| 2.66% | 2.78% | $1.72亿 | 405.2万股 | $1.84亿 | 465.2万股 | -60.0万股-12.91% | 减仓 |
 VALERO ENERGY COMVLO |
| 2.57% | 3.5% | $1.66亿 | 63.7万股 | $2.31亿 | 93.6万股 | -29.9万股-31.92% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.52% | 4.34% | $1.62亿 | 97.5万股 | $2.87亿 | 182.2万股 | -84.7万股-46.50% | 减仓 |
 安费诺APH |
| 2.43% | 1.79% | $1.57亿 | 88.9万股 | $1.18亿 | 93.6万股 | -4.7万股-4.97% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 2.16% | 2.06% | $1.40亿 | 43.9万股 | $1.36亿 | 51.8万股 | -7.9万股-15.33% | 减仓 |
 苹果AAPL |
| 2.04% | 2.38% | $1.32亿 | 45.6万股 | $1.57亿 | 61.9万股 | -16.3万股-26.37% | 减仓 |
 林德LIN |
| 1.95% | — | $1.26亿 | 24.3万股 | $0 | 0股 | +24.3万股 | 新买入 |
 优步UBER |
| 1.91% | 2.36% | $1.24亿 | 171.2万股 | $1.56亿 | 224.2万股 | -53.0万股-23.65% | 减仓 |
 ChipotleCMG |
| 1.63% | 2.24% | $1.05亿 | 309.5万股 | $1.48亿 | 475.9万股 | -166.3万股-34.95% | 减仓 |
 RYAN SPECIALTYRYAN |
| 1.57% | 2% | $1.02亿 | 268.9万股 | $1.32亿 | 402.3万股 | -133.3万股-33.15% | 减仓 |
 新思科技SNPS |
| 1.4% | 1.65% | $9,044.9万 | 20.3万股 | $1.09亿 | 28.1万股 | -7.9万股-27.92% | 减仓 |
 GE VernovaGEV |
| 1.37% | — | $8,873.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 ZOETIS CL AZTS |
| 1.24% | 2.9% | $7,986.4万 | 111.1万股 | $1.91亿 | 166.6万股 | -55.5万股-33.30% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.81% | 0.68% | $5,236.7万 | 25.3万股 | $4,483.0万 | 27.8万股 | -2.5万股-9.06% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.75% | 0.86% | $4,834.1万 | 66.3万股 | $5,715.8万 | 100.3万股 | -34.0万股-33.90% | 减仓 |
 贝莱德·INC COMBLK |
| 0.65% | 0.57% | $4,165.8万 | 4.3万股 | $3,744.2万 | 3.9万股 | +4,390股+11.28% | 加仓 |
 阿斯利康AZN |
| 0.63% | — | $4,080.9万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.6% | 0.52% | $3,861.9万 | 31.8万股 | $3,422.4万 | 36.8万股 | -5.0万股-13.57% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.58% | 0.88% | $3,730.3万 | 118.0万股 | $5,845.8万 | 129.0万股 | -11.0万股-8.55% | 减仓 |
 FIRSTSERVICE NEWFSV |
| 0.56% | 0.55% | $3,615.2万 | 25.4万股 | $3,653.8万 | 26.3万股 | -9,155股-3.47% | 减仓 |
 CHURCH & DWIGHTCHD |
| 0.53% | — | $3,433.2万 | 35.4万股 | $0 | 0股 | +35.4万股 | 新买入 |
 沃尔玛WMT |
| 0.51% | 1.12% | $3,316.2万 | 29.3万股 | $7,412.2万 | 59.6万股 | -30.4万股-50.91% | 减仓 |
| CCGIGIB |
| 0.5% | 0.58% | $3,233.7万 | 50.0万股 | $3,813.2万 | 52.3万股 | -2.3万股-4.35% | 减仓 |
 TFI INTERNATIONALTFII |
| 0.47% | 0.39% | $3,039.8万 | 21.1万股 | $2,584.1万 | 23.8万股 | -2.7万股-11.30% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.47% | 0.42% | $3,037.2万 | 17.2万股 | $2,767.4万 | 20.5万股 | -3.3万股-16.13% | 减仓 |
 BANK NOVA SCOTIA B CBNS |
| 0.41% | — | $2,655.1万 | 30.6万股 | $0 | 0股 | +30.6万股 | 新买入 |
| BBOYD SERVICESBGSI |
| 0.36% | 0.54% | $2,320.3万 | 24.5万股 | $3,565.8万 | 28.0万股 | -3.5万股-12.52% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.35% | 0.5% | $2,276.8万 | 14.7万股 | $3,293.2万 | 16.3万股 | -1.6万股-9.94% | 减仓 |
 加拿大国家铁路CNI |
| 0.34% | 0.3% | $2,203.3万 | 18.5万股 | $2,005.7万 | 19.5万股 | -1.1万股-5.52% | 减仓 |
| TTREKOR METALS LTDTGB |
| 0.29% | — | $1,888.9万 | 274.0万股 | $0 | 0股 | +274.0万股 | 新买入 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.27% | 0.23% | $1,769.7万 | 39.5万股 | $1,530.7万 | 34.5万股 | +4.9万股+14.27% | 加仓 |
 DESCARTES SYSDSGX |
| 0.27% | 0.27% | $1,743.9万 | 25.2万股 | $1,758.1万 | 24.6万股 | +5,635股+2.29% | 加仓 |
 惠顿贵金属WPM |
| 0.26% | 0.39% | $1,702.5万 | 15.1万股 | $2,564.1万 | 19.6万股 | -4.5万股-22.74% | 减仓 |
| BBRP COM SUN VTGDOO |
| 0.25% | 0.24% | $1,631.8万 | 26.7万股 | $1,588.6万 | 22.2万股 | +4.6万股+20.55% | 加仓 |
| AAYA GOLD & SILVER INCAYA |
| 0.25% | — | $1,592.3万 | 84.1万股 | $0 | 0股 | +84.1万股 | 新买入 |
 SUN LIFE FINANCIALSLF |
| 0.24% | 0.19% | $1,576.5万 | 20.1万股 | $1,254.2万 | 20.1万股 | +31股+0.02% | 加仓 |
