| SSUNOCOCORPSUNC |
| 5.48% | 5.84% | $7,121.1万 | 105.2万股 | $7,221.8万 | 117.1万股 | -11.9万股-10.17% | 减仓 |
 加拿大国家铁路CNI |
| 5.43% | 5.12% | $7,056.1万 | 59.2万股 | $6,321.1万 | 61.6万股 | -2.4万股-3.95% | 减仓 |
 ROYAL BK CDA COMRY |
| 5.2% | 5.38% | $6,758.6万 | 32.7万股 | $6,644.9万 | 41.2万股 | -8.6万股-20.81% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 4.56% | 4.53% | $5,922.9万 | 68.4万股 | $5,592.7万 | 71.3万股 | -2.9万股-4.13% | 减仓 |
| CCGIGIB |
| 4.52% | 4.08% | $5,867.7万 | 90.9万股 | $5,047.6万 | 69.3万股 | +21.6万股+31.20% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 3.69% | 3.48% | $4,791.0万 | 39.5万股 | $4,295.3万 | 46.1万股 | -6.7万股-14.49% | 减仓 |
 FORTISFTS |
| 3.62% | 3.84% | $4,705.9万 | 82.2万股 | $4,743.9万 | 85.3万股 | -3.1万股-3.61% | 减仓 |
 TFI INTERNATIONALTFII |
| 3.49% | 3.52% | $4,537.2万 | 31.6万股 | $4,354.1万 | 40.1万股 | -8.5万股-21.25% | 减仓 |
 FRANCO NEVFNV |
| 3.4% | 4.43% | $4,409.8万 | 21.2万股 | $5,477.2万 | 22.2万股 | -1.0万股-4.66% | 减仓 |
 EMERAEMA |
| 3.05% | 3.27% | $3,961.8万 | 74.7万股 | $4,045.3万 | 78.3万股 | -3.6万股-4.55% | 减仓 |
 SUN LIFE FINANCIALSLF |
| 2.94% | 2.61% | $3,821.4万 | 48.7万股 | $3,225.5万 | 51.7万股 | -2.9万股-5.66% | 减仓 |
 安桥ENB |
| 2.91% | 3.19% | $3,773.5万 | 69.6万股 | $3,946.4万 | 73.0万股 | -3.4万股-4.69% | 减仓 |
 MAGNA INTLMGA |
| 2.81% | 2.64% | $3,643.1万 | 55.5万股 | $3,263.3万 | 58.6万股 | -3.1万股-5.35% | 减仓 |
 STANTECSTN |
| 2.71% | 1.12% | $3,525.9万 | 51.2万股 | $1,381.7万 | 16.0万股 | +35.1万股+219.12% | 加仓 |
| BBRP COM SUN VTGDOO |
| 2.62% | 2.54% | $3,407.1万 | 55.8万股 | $3,142.4万 | 43.9万股 | +12.0万股+27.32% | 加仓 |
| RRB GLOBALRBA |
| 2.62% | 2.38% | $3,404.7万 | 29.2万股 | $2,935.7万 | 30.7万股 | -1.5万股-4.79% | 减仓 |
 布鲁克菲尔德BN |
| 2.13% | 2.24% | $2,766.0万 | 64.9万股 | $2,763.2万 | 68.4万股 | -3.5万股-5.06% | 减仓 |
 ROGERS COMMUNICATIONSRCI |
| 2.05% | 2.64% | $2,661.6万 | 81.9万股 | $3,261.8万 | 85.1万股 | -3.2万股-3.75% | 减仓 |
 WEST FRASER TIMBERWFG |
| 1.86% | 1.24% | $2,409.7万 | 35.6万股 | $1,536.8万 | 23.6万股 | +12.0万股+50.82% | 加仓 |
 EOG资源EOG |
| 1.63% | 1.96% | $2,114.5万 | 16.3万股 | $2,417.9万 | 16.7万股 | -4,250股-2.54% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 1.63% | 2.22% | $2,111.7万 | 53.5万股 | $2,746.4万 | 56.5万股 | -3.0万股-5.35% | 减仓 |
 CENTENE DEL COMCNC |
| 1.52% | 0.84% | $1,975.6万 | 30.8万股 | $1,035.0万 | 31.6万股 | -8,360股-2.64% | 减仓 |
 百事可乐PEP |
| 1.46% | 1.81% | $1,892.8万 | 14.0万股 | $2,231.1万 | 14.4万股 | -3,880股-2.70% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.42% | 1.27% | $1,840.0万 | 16.0万股 | $1,574.7万 | 13.3万股 | +2.7万股+20.52% | 加仓 |
 诺和诺德NVO |
| 1.36% | 0.86% | $1,771.2万 | 36.9万股 | $1,056.9万 | 28.8万股 | +8.2万股+28.47% | 加仓 |
| IIMPERIAL OILIMO |
| 1.35% | 2.11% | $1,754.2万 | 15.7万股 | $2,603.8万 | 19.9万股 | -4.3万股-21.48% | 减仓 |
 联合太平洋铁路UNP |
| 1.32% | 1.27% | $1,707.9万 | 6.3万股 | $1,565.4万 | 6.5万股 | -1,730股-2.68% | 减仓 |
| SSOLVENTUM COM SHSSOLV |
| 1.3% | 1.19% | $1,687.2万 | 21.9万股 | $1,467.1万 | 22.5万股 | -5,980股-2.66% | 减仓 |
 NETFLIXNFLX |
| 1.26% | 0.71% | $1,642.6万 | 23.0万股 | $873.9万 | 9.1万股 | +13.9万股+153.12% | 加仓 |
 THOR INDSTHO |
| 1.15% | 0.71% | $1,488.1万 | 19.8万股 | $882.0万 | 11.0万股 | +8.8万股+79.33% | 加仓 |
 亚马逊AMZN |
| 1.14% | 1.07% | $1,475.8万 | 6.2万股 | $1,326.7万 | 6.4万股 | -1,780股-2.79% | 减仓 |
 微软MSFT |
| 1.1% | — | $1,434.6万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| UUNILEVER SPON ADR NEWUL |
| 0.96% | 0.98% | $1,240.6万 | 20.6万股 | $1,207.1万 | 21.2万股 | -5,530股-2.61% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.94% | 1.95% | $1,215.3万 | 5.6万股 | $2,411.4万 | 12.3万股 | -6.7万股-54.53% | 减仓 |
 雪佛龙CVX |
| 0.9% | 1.54% | $1,167.9万 | 7.0万股 | $1,902.2万 | 9.2万股 | -2.1万股-23.36% | 减仓 |
 谷歌AGOOGL |
| 0.89% | 0.77% | $1,158.2万 | 3.2万股 | $957.6万 | 3.3万股 | -890股-2.67% | 减仓 |
 雷诺士LII |
| 0.87% | 0.29% | $1,130.1万 | 2.0万股 | $353.4万 | 7,614股 | +1.2万股+159.05% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 0.83% | 0.59% | $1,077.9万 | 13.7万股 | $732.9万 | 10.2万股 | +3.4万股+33.70% | 加仓 |
 星巴克SBUX |
| 0.82% | 1.2% | $1,063.4万 | 10.4万股 | $1,478.4万 | 16.5万股 | -6.1万股-36.94% | 减仓 |
 联合健康UNH |
| 0.8% | 0.56% | $1,033.8万 | 2.5万股 | $691.5万 | 2.6万股 | -680股-2.66% | 减仓 |
 达登饭店DRI |
| 0.78% | 0.81% | $1,019.2万 | 4.9万股 | $996.5万 | 5.1万股 | -1,360股-2.68% | 减仓 |
 HALLIBURTON COMHAL |
| 0.68% | 1.1% | $889.5万 | 26.2万股 | $1,358.1万 | 34.8万股 | -8.6万股-24.78% | 减仓 |
 埃克森美孚XOM |
| 0.66% | 1.23% | $863.5万 | 6.3万股 | $1,522.2万 | 9.0万股 | -2.7万股-29.60% | 减仓 |
| NNRC HEALTH COM NEWNRC |
| 0.62% | 0.52% | $803.5万 | 37.3万股 | $647.5万 | 38.1万股 | -8,807股-2.31% | 减仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.6% | — | $777.1万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 BANK OZK LITTLE ROCK ARKOZK |
| 0.57% | 0.54% | $740.0万 | 14.2万股 | $667.1万 | 14.5万股 | -3,310股-2.28% | 减仓 |
 阿里巴巴BABA |
| 0.55% | 0.49% | $713.6万 | 7.4万股 | $606.6万 | 4.8万股 | +2.6万股+53.78% | 加仓 |
| WWARRIOR MET COALHCC |
| 0.53% | 0.9% | $682.5万 | 8.4万股 | $1,117.6万 | 12.0万股 | -3.6万股-29.91% | 减仓 |
 汽车地带AZO |
| 0.52% | 0.59% | $671.8万 | 2,102股 | $730.3万 | 2,162股 | -60股-2.78% | 减仓 |
 强生JNJ |
| 0.51% | 0.53% | $657.3万 | 2.6万股 | $653.4万 | 2.7万股 | -850股-3.18% | 减仓 |
