 卡特彼勒CAT |
| 4.93% | 4% | $1,767.9万 | 1.7万股 | $1,169.0万 | 1.7万股 | +100股+0.60% | 加仓 |
 泛林集团LRCX |
| 4.07% | 0.05% | $1,459.9万 | 3.4万股 | $14.7万 | 690股 | +3.3万股+4,782.61% | 加仓 |
| HHUDBAY MINERALSHBM |
| 3.72% | 0.34% | $1,333.1万 | 39.8万股 | $98.3万 | 3.4万股 | +36.4万股+1,079.41% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 3.7% | 3.91% | $1,326.3万 | 4.9万股 | $1,141.5万 | 5.0万股 | -200股-0.40% | 减仓 |
 ROYAL BK CDA COMRY |
| 3.39% | — | $1,213.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 CANADIAN IMPERIAL BANK OFCM |
| 3.23% | 3.28% | $1,158.9万 | 7.1万股 | $957.9万 | 7.3万股 | -1,700股-2.34% | 减仓 |
 GE VernovaGEV |
| 3.08% | 1.51% | $1,104.4万 | 9,400股 | $440.8万 | 5,050股 | +4,350股+86.14% | 加仓 |
| IIMPERIAL OILIMO |
| 3.02% | 4.11% | $1,084.1万 | 6.8万股 | $1,200.2万 | 6.6万股 | +2,200股+3.34% | 加仓 |
 摩根士丹利MS |
| 3.02% | — | $1,081.2万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| C花旗集团C |
| 2.96% | — | $1,059.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 BANK MONTREAL MEDIUM COMBMO |
| 2.95% | 2.85% | $1,058.0万 | 4.3万股 | $831.7万 | 4.5万股 | -2,000股-4.49% | 减仓 |
 英伟达NVDA |
| 2.95% | 2.12% | $1,056.5万 | 5.3万股 | $619.1万 | 3.6万股 | +1.7万股+48.73% | 加仓 |
 BANCO SANTANDER ADRSAN |
| 2.93% | 0.83% | $1,050.1万 | 76.1万股 | $241.4万 | 21.7万股 | +54.4万股+251.32% | 加仓 |
 CSX铁路CSX |
| 2.83% | — | $1,014.3万 | 21.3万股 | $0 | 0股 | +21.3万股 | 新买入 |
 谷歌AGOOGL |
| 2.4% | — | $861.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.37% | 4.31% | $850.9万 | 6.9万股 | $1,258.9万 | 11.5万股 | -4.6万股-39.83% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 2.18% | — | $781.4万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 IRON MTN DEL COMIRM |
| 2.16% | — | $775.5万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| AASE TECHNOLOGYASX |
| 1.99% | 1.03% | $712.5万 | 16.0万股 | $300.3万 | 13.9万股 | +2.1万股+15.16% | 加仓 |
 高盛GS |
| 1.86% | — | $667.5万 | 6,600股 | $0 | 0股 | +6,600股 | 新买入 |
 礼来LLY |
| 1.79% | — | $641.7万 | 5,350股 | $0 | 0股 | +5,350股 | 新买入 |
| GGDSGDS |
| 1.47% | 2.19% | $527.9万 | 17.6万股 | $638.6万 | 15.9万股 | +1.7万股+10.91% | 加仓 |
 TELEKOMUNIKASI INDTLK |
| 1.43% | 2.19% | $513.0万 | 38.2万股 | $638.5万 | 34.2万股 | +4.0万股+11.76% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.21% | 0.6% | $435.1万 | 5.8万股 | $174.1万 | 5.0万股 | +7,700股+15.28% | 加仓 |
 亚马逊AMZN |
| 1.12% | — | $402.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.09% | 1.19% | $392.0万 | 8.6万股 | $347.1万 | 7.5万股 | +1.1万股+14.78% | 加仓 |
 SUMITOMO MITSUI FIN GRP SPONSORED ADRSMFG |
| 0.94% | 0.86% | $338.6万 | 14.4万股 | $250.6万 | 12.7万股 | +1.7万股+13.16% | 加仓 |
 BARCLAYSBCS |
| 0.85% | 0.63% | $305.1万 | 11.4万股 | $183.0万 | 8.7万股 | +2.7万股+31.33% | 加仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.84% | 0.8% | $301.5万 | 8.9万股 | $234.3万 | 7.8万股 | +1.1万股+14.40% | 加仓 |
 苹果AAPL |
| 0.8% | — | $285.6万 | 9,870股 | $0 | 0股 | +9,870股 | 新买入 |
| BBANCO MACROBMA |
| 0.79% | 0.72% | $282.6万 | 3.1万股 | $209.4万 | 2.7万股 | +3,500股+12.87% | 加仓 |
| CCIA DE MINAS BUENAVENTUR-ADR (US)BVN |
| 0.69% | 0.89% | $247.8万 | 8.5万股 | $259.9万 | 7.4万股 | +1.0万股+14.02% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.68% | — | $243.4万 | 18.4万股 | $0 | 0股 | +18.4万股 | 新买入 |
 台积电TSM |
| 0.64% | 0.52% | $228.8万 | 4,790股 | $151.7万 | 4,490股 | +300股+6.68% | 加仓 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.6% | 0.71% | $214.7万 | 2.9万股 | $208.8万 | 2.6万股 | +3,200股+12.40% | 加仓 |
| BBANCO BRADESCO S A SPBBD |
| 0.6% | 0.69% | $214.1万 | 63.0万股 | $201.2万 | 56.1万股 | +6.9万股+12.25% | 加仓 |
| BBANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVA |
| 0.59% | 0.57% | $211.0万 | 8.4万股 | $165.1万 | 7.9万股 | +5,600股+7.12% | 加仓 |
| GGRUPO CIBESTCIB |
| 0.57% | 0.6% | $203.3万 | 2.6万股 | $174.0万 | 2.4万股 | +1,700股+7.11% | 加仓 |
 SITIMESITM |
| 0.56% | — | $201.3万 | 2,700股 | $0 | 0股 | +2,700股 | 新买入 |
 NATWEST SPONS ADRNWG |
| 0.56% | 0.45% | $201.0万 | 11.4万股 | $130.4万 | 8.8万股 | +2.7万股+30.29% | 加仓 |
| HHARMONY GOLD MNGHMY |
| 0.53% | 0.6% | $190.7万 | 12.5万股 | $176.4万 | 11.7万股 | +8,400股+7.18% | 加仓 |
| EECOPETROLEC |
| 0.53% | 0.53% | $190.1万 | 13.4万股 | $155.8万 | 10.9万股 | +2.5万股+22.48% | 加仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.53% | 0.52% | $189.0万 | 9.5万股 | $150.5万 | 8.9万股 | +6,300股+7.10% | 加仓 |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 0.52% | — | $186.1万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 ARGENX SPONSORED ADRARGX |
| 0.5% | 0.39% | $180.9万 | 1,950股 | $113.2万 | 1,550股 | +400股+25.81% | 加仓 |
| SSHINHAN FINANCIAL LSHG |
| 0.5% | — | $178.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.49% | 0.14% | $174.1万 | 1.1万股 | $40.9万 | 3,200股 | +7,800股+243.75% | 加仓 |
 瑞银UBS |
| 0.49% | 0.43% | $174.0万 | 3.5万股 | $124.9万 | 3.3万股 | +2,300股+7.01% | 加仓 |
 诺和诺德NVO |
| 0.46% | — | $166.4万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| B百度BIDU |
| 0.46% | 0.52% | $166.0万 | 1.5万股 | $151.8万 | 1.4万股 | +900股+6.61% | 加仓 |
