 英伟达NVDA |
| 4.31% | 4.6% | $4,382.8万 | 21.9万股 | $4,014.8万 | 23.0万股 | -1.1万股-4.85% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 3.45% | 2.78% | $3,501.6万 | 28.8万股 | $2,424.5万 | 26.0万股 | +2.8万股+10.62% | 加仓 |
 ROYAL BK CDA COMRY |
| 3.17% | 2.74% | $3,223.6万 | 15.6万股 | $2,392.3万 | 14.8万股 | +7,268股+4.90% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 2.55% | 1.74% | $2,590.3万 | 14.7万股 | $1,518.2万 | 11.2万股 | +3.4万股+30.38% | 加仓 |
 思科CSCO |
| 2.47% | 2.07% | $2,508.6万 | 21.4万股 | $1,807.0万 | 23.3万股 | -1.9万股-8.30% | 减仓 |
| IiShares安硕信托GJS |
| 2.44% | 2.45% | $2,477.0万 | 108.7万股 | $2,137.3万 | 93.3万股 | +15.4万股+16.55% | 加仓 |
 苹果AAPL |
| 2.28% | 1.93% | $2,320.2万 | 8.0万股 | $1,687.2万 | 6.6万股 | +1.4万股+20.61% | 加仓 |
 MAGNA INTLMGA |
| 1.8% | 1.03% | $1,827.3万 | 27.8万股 | $894.9万 | 16.1万股 | +11.7万股+72.93% | 加仓 |
 AMD超威AMD |
| 1.76% | 0.93% | $1,789.2万 | 3.1万股 | $808.0万 | 4.0万股 | -8,920股-22.46% | 减仓 |
 威瑞森VZ |
| 1.68% | 2.16% | $1,702.5万 | 40.2万股 | $1,883.1万 | 37.5万股 | +2.7万股+7.19% | 加仓 |
| IiShares安硕信托AGG |
| 1.63% | 1.9% | $1,657.4万 | 16.7万股 | $1,662.3万 | 16.7万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.56% | 0.83% | $1,581.4万 | 5.3万股 | $724.7万 | 3.7万股 | +1.6万股+42.12% | 加仓 |
 美国合众银行USB |
| 1.49% | 0.94% | $1,510.2万 | 25.0万股 | $818.9万 | 15.7万股 | +9.3万股+58.80% | 加仓 |
 科磊KLAC |
| 1.48% | 1.1% | $1,498.6万 | 5.0万股 | $961.2万 | 6,528股 | +4.3万股+660.88% | 加仓 |
 泛林集团LRCX |
| 1.46% | 1.02% | $1,487.8万 | 3.4万股 | $887.9万 | 4.2万股 | -7,225股-17.39% | 减仓 |
 康宁GLW |
| 1.46% | 1.78% | $1,485.4万 | 5.8万股 | $1,551.5万 | 11.4万股 | -5.6万股-49.04% | 减仓 |
 希捷STX |
| 1.45% | 0.88% | $1,469.5万 | 1.5万股 | $764.9万 | 2.0万股 | -4,297股-22.01% | 减仓 |
 美光科技MU |
| 1.43% | 0.83% | $1,454.4万 | 1.3万股 | $727.1万 | 2.2万股 | -8,921股-41.45% | 减仓 |
| EEBAY COMEBAY |
| 1.37% | 0.06% | $1,392.3万 | 12.5万股 | $48.4万 | 5,320股 | +11.9万股+2,242.01% | 加仓 |
| B纽约梅隆银行BK |
| 1.32% | 1.45% | $1,336.8万 | 9.2万股 | $1,265.5万 | 10.7万股 | -1.4万股-13.34% | 减仓 |
 AMGEN COMAMGN |
| 1.29% | 1.79% | $1,312.2万 | 3.6万股 | $1,563.2万 | 4.4万股 | -8,190股-18.43% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.28% | 1.14% | $1,296.8万 | 3.3万股 | $996.6万 | 3.1万股 | +1,325股+4.23% | 加仓 |
 强生JNJ |
| 1.22% | 1.57% | $1,240.7万 | 4.9万股 | $1,367.3万 | 5.6万股 | -7,082股-12.66% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 1.17% | 1.17% | $1,192.5万 | 10.4万股 | $1,019.3万 | 10.8万股 | -4,302股-3.99% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.15% | 0.8% | $1,167.8万 | 12.7万股 | $698.5万 | 7.6万股 | +5.1万股+67.18% | 加仓 |
 GE VernovaGEV |
| 1.12% | 1.29% | $1,140.6万 | 9,708股 | $1,128.8万 | 1.3万股 | -3,224股-24.93% | 减仓 |
 西部数据WDC |
| 1.1% | 0.37% | $1,118.1万 | 1.8万股 | $324.6万 | 1.2万股 | +5,505股+45.88% | 加仓 |
| C花旗集团C |
| 1.08% | 0.36% | $1,096.4万 | 7.8万股 | $311.5万 | 2.7万股 | +5.1万股+185.20% | 加仓 |
| IiShares安硕信托LQD |
| 1.03% | 1.53% | $1,051.2万 | 9.6万股 | $1,339.1万 | 12.3万股 | -2.6万股-21.56% | 减仓 |
 迈威尔MRVL |
| 1.03% | 0.79% | $1,050.1万 | 3.5万股 | $686.7万 | 6.9万股 | -3.4万股-49.16% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.01% | 0.62% | $1,028.3万 | 2.4万股 | $537.9万 | 3.3万股 | -8,940股-27.28% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.99% | 1.72% | $1,004.9万 | 6.5万股 | $1,500.0万 | 7.4万股 | -9,431股-12.72% | 减仓 |
 钢铁动力STLD |
| 0.99% | 0.05% | $1,003.0万 | 4.4万股 | $41.4万 | 2,300股 | +4.1万股+1,800.43% | 加仓 |
 森科能源SU |
| 0.98% | 1.52% | $992.5万 | 18.5万股 | $1,323.0万 | 20.1万股 | -1.6万股-8.03% | 减仓 |
 卡地纳健康CAH |
| 0.89% | — | $909.1万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 高露洁CL |
| 0.88% | 0.58% | $890.8万 | 9.7万股 | $505.6万 | 5.9万股 | +3.8万股+63.78% | 加仓 |
 慧与HPEHPE |
| 0.87% | 0.29% | $889.0万 | 19.7万股 | $256.7万 | 10.8万股 | +8.9万股+82.80% | 加仓 |
 应用材料AMAT |
| 0.86% | — | $874.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.86% | 1.19% | $872.2万 | 3.3万股 | $1,042.7万 | 4.2万股 | -8,710股-20.64% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.85% | — | $861.5万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 卡特彼勒CAT |
| 0.84% | 0.58% | $851.9万 | 8,000股 | $510.1万 | 7,200股 | +800股+11.11% | 加仓 |
 宏利金融MFC |
| 0.84% | 0.91% | $851.6万 | 21.0万股 | $797.5万 | 23.2万股 | -2.2万股-9.56% | 减仓 |
 BORGWARNERBWA |
| 0.84% | 0.57% | $849.9万 | 12.8万股 | $495.1万 | 9.1万股 | +3.7万股+40.26% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.79% | $842.9万 | 2.4万股 | $685.9万 | 2.4万股 | -55股-0.23% | 减仓 |
 天弘CLS |
| 0.74% | 0.82% | $755.5万 | 2.1万股 | $712.7万 | 2.5万股 | -4,621股-18.23% | 减仓 |
 NUTRIENNTR |
| 0.74% | 1.84% | $752.2万 | 11.9万股 | $1,601.4万 | 21.3万股 | -9.3万股-43.87% | 减仓 |
 金罗斯黄金KGC |
| 0.67% | 0.94% | $684.0万 | 28.9万股 | $817.1万 | 26.8万股 | +2.1万股+7.79% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.09% | $671.1万 | 2.7万股 | $76.1万 | 3,498股 | +2.3万股+662.38% | 加仓 |
 亚马逊AMZN |
| 0.66% | 0.43% | $670.5万 | 2.8万股 | $378.9万 | 1.8万股 | +9,940股+54.64% | 加仓 |
 TARGET COMTGT |
| 0.65% | 1.01% | $661.5万 | 5.1万股 | $883.1万 | 7.3万股 | -2.2万股-30.49% | 减仓 |
