 ROYAL BK CDA COMRY |
| 5.17% | 4.42% | $7,989.0万 | 38.6万股 | $5,823.5万 | 36.1万股 | +2.5万股+7.04% | 加仓 |
 英伟达NVDA |
| 4.58% | 4.7% | $7,077.0万 | 35.4万股 | $6,199.3万 | 35.5万股 | -1,772股-0.50% | 减仓 |
 微软MSFT |
| 4.27% | 4.21% | $6,602.0万 | 17.7万股 | $5,543.6万 | 15.0万股 | +2.7万股+18.18% | 加仓 |
 亚马逊AMZN |
| 4.02% | 4.14% | $6,207.9万 | 26.0万股 | $5,459.0万 | 26.2万股 | -1,646股-0.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.83% | 3.67% | $5,923.2万 | 16.8万股 | $4,835.3万 | 16.9万股 | -919股-0.55% | 减仓 |
 沃尔玛WMT |
| 3.27% | 3.95% | $5,055.7万 | 44.6万股 | $5,208.6万 | 41.9万股 | +2.7万股+6.51% | 加仓 |
 林德LIN |
| 3.09% | 2.81% | $4,774.7万 | 9.2万股 | $3,700.0万 | 7.5万股 | +1.7万股+23.28% | 加仓 |
 礼来LLY |
| 3.06% | 2.53% | $4,726.6万 | 3.9万股 | $3,332.8万 | 3.6万股 | +3,172股+8.75% | 加仓 |
 苹果AAPL |
| 3.02% | 3.13% | $4,672.5万 | 16.1万股 | $4,126.4万 | 16.3万股 | -1,114股-0.69% | 减仓 |
 BANK NOVA SCOTIA B CBNS |
| 2.93% | 2.76% | $4,531.2万 | 52.2万股 | $3,643.1万 | 52.6万股 | -3,963股-0.75% | 减仓 |
 好市多COST |
| 2.81% | 3.44% | $4,343.8万 | 4.6万股 | $4,536.9万 | 4.6万股 | +902股+1.98% | 加仓 |
 伊顿ETN |
| 2.3% | 2.85% | $3,559.3万 | 8.4万股 | $3,751.1万 | 10.5万股 | -2.1万股-20.35% | 减仓 |
 联合太平洋铁路UNP |
| 2.27% | 1.36% | $3,509.9万 | 12.9万股 | $1,789.4万 | 7.4万股 | +5.5万股+74.96% | 加仓 |
 AMETEK COMAME |
| 2.24% | 2.34% | $3,455.8万 | 14.3万股 | $3,076.8万 | 14.4万股 | -697股-0.49% | 减仓 |
 MCKESSON COMMCK |
| 2.15% | 0.29% | $3,320.9万 | 4.4万股 | $378.6万 | 4,375股 | +4.0万股+904.57% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 2.13% | 2.3% | $3,289.0万 | 83.2万股 | $3,035.9万 | 62.4万股 | +20.9万股+33.46% | 加仓 |
 博通AVGO |
| 2.05% | 2.44% | $3,159.7万 | 8.4万股 | $3,221.1万 | 10.4万股 | -2.0万股-19.63% | 减仓 |
 Meta平台META |
| 1.93% | 2.22% | $2,974.5万 | 5.3万股 | $2,920.3万 | 5.1万股 | +1,764股+3.46% | 加仓 |
 谷歌AGOOGL |
| 1.87% | 1.56% | $2,891.9万 | 8.1万股 | $2,051.7万 | 7.1万股 | +9,574股+13.42% | 加仓 |
 联合健康UNH |
| 1.74% | 1.34% | $2,690.5万 | 6.5万股 | $1,765.2万 | 6.5万股 | -503股-0.77% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 1.54% | 1.37% | $2,376.1万 | 46.2万股 | $1,807.4万 | 32.5万股 | +13.7万股+42.00% | 加仓 |
 VisaV |
| 1.52% | 1.94% | $2,347.4万 | 6.8万股 | $2,560.9万 | 8.5万股 | -1.6万股-19.25% | 减仓 |
 阿斯利康AZN |
| 1.5% | 2.18% | $2,310.2万 | 12.2万股 | $2,874.4万 | 14.6万股 | -2.4万股-16.41% | 减仓 |
 台积电TSM |
| 1.47% | 0.96% | $2,270.5万 | 4.8万股 | $1,264.7万 | 3.7万股 | +1.0万股+27.04% | 加仓 |
 NETFLIXNFLX |
| 1.4% | 2.18% | $2,162.0万 | 30.3万股 | $2,866.0万 | 29.8万股 | +4,728股+1.59% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.38% | 0.7% | $2,137.0万 | 5.0万股 | $921.3万 | 5.6万股 | -6,600股-11.76% | 减仓 |
 TJXTJX |
| 1.28% | 1.39% | $1,982.9万 | 13.1万股 | $1,830.9万 | 11.5万股 | +1.6万股+14.16% | 加仓 |
 安费诺APH |
| 1.26% | 2.34% | $1,953.3万 | 11.1万股 | $3,084.0万 | 24.4万股 | -13.3万股-54.61% | 减仓 |
| SSPROTT FDS TRURNM |
| 1.25% | 1.06% | $1,925.3万 | 36.6万股 | $1,402.8万 | 22.2万股 | +14.4万股+64.81% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.09% | 0.03% | $1,677.1万 | 4.2万股 | $43.9万 | 1,379股 | +4.1万股+2,962.15% | 加仓 |
 卡梅科CCJ |
| 1.08% | 1.02% | $1,672.6万 | 16.4万股 | $1,349.3万 | 12.4万股 | +4.0万股+32.07% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.04% | 1.23% | $1,601.3万 | 17.4万股 | $1,624.2万 | 17.6万股 | -2,068股-1.18% | 减仓 |
 思科CSCO |
| 0.98% | 0.41% | $1,520.8万 | 12.9万股 | $538.4万 | 6.9万股 | +6.0万股+86.58% | 加仓 |
 PULTEPHM |
| 0.96% | 1.91% | $1,480.8万 | 10.8万股 | $2,511.8万 | 21.4万股 | -10.6万股-49.47% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.82% | 0.29% | $1,266.1万 | 5.3万股 | $383.0万 | 1.6万股 | +3.7万股+224.92% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.81% | 0.38% | $1,248.6万 | 4.6万股 | $507.1万 | 2.2万股 | +2.4万股+111.04% | 加仓 |
 摩根大通JPM |
| 0.8% | 0.85% | $1,242.3万 | 3.8万股 | $1,116.6万 | 3.8万股 | -4股-0.01% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.77% | 0.67% | $1,186.4万 | 9.8万股 | $884.7万 | 9.5万股 | +2,802股+2.95% | 加仓 |
 艾伯维ABBV |
| 0.76% | 0.42% | $1,173.8万 | 4.7万股 | $554.8万 | 2.6万股 | +2.1万股+82.88% | 加仓 |
 GE航空GE |
| 0.72% | 0.37% | $1,111.8万 | 3.0万股 | $489.5万 | 1.7万股 | +1.2万股+72.45% | 加仓 |
| N纳斯达克NDAQ |
| 0.63% | 0.63% | $967.3万 | 12.3万股 | $824.5万 | 9.7万股 | +2.6万股+26.36% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.53% | 0.23% | $824.7万 | 3.5万股 | $309.6万 | 1.7万股 | +1.8万股+108.36% | 加仓 |
| MMDA SPACEMDA |
| 0.52% | 0.36% | $808.2万 | 19.6万股 | $469.1万 | 18.6万股 | +9,995股+5.38% | 加仓 |
 强生JNJ |
| 0.52% | 0.59% | $799.8万 | 3.1万股 | $783.7万 | 3.2万股 | -570股-1.78% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.49% | 0.4% | $759.1万 | 4.2万股 | $522.1万 | 3.2万股 | +1.0万股+32.87% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.47% | 0.56% | $726.6万 | 38.0万股 | $733.4万 | 38.0万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.45% | 0.25% | $697.0万 | 9,641股 | $331.6万 | 9,703股 | -62股-0.64% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.44% | 0.36% | $679.0万 | 3.8万股 | $471.7万 | 3.5万股 | +3,584股+10.27% | 加仓 |
 美光科技MU |
| 0.44% | 0.18% | $672.5万 | 5,826股 | $233.1万 | 6,900股 | -1,074股-15.57% | 减仓 |
 派克汉尼汾PH |
| 0.43% | 0.49% | $665.5万 | 6,804股 | $650.9万 | 7,271股 | -467股-6.42% | 减仓 |
