| C花旗集团C |
| 10.1% | 9.4% | $10.56亿 | 754.7万股 | $9.06亿 | 798.8万股 | -44.2万股-5.53% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 8.79% | 11.31% | $9.19亿 | 1,182.8万股 | $10.90亿 | 1,166.1万股 | +16.7万股+1.43% | 加仓 |
| AAT&TT |
| 7.13% | 9.34% | $7.46亿 | 3,602.3万股 | $9.00亿 | 3,104.5万股 | +497.8万股+16.03% | 加仓 |
 博通AVGO |
| 6.61% | 6.69% | $6.91亿 | 183.0万股 | $6.45亿 | 208.4万股 | -25.3万股-12.17% | 减仓 |
 金佰利KMB |
| 6.05% | — | $6.32亿 | 576.1万股 | $0 | 0股 | +576.1万股 | 新买入 |
 阿斯利康AZN |
| 5.17% | 5.77% | $5.41亿 | 289.1万股 | $5.56亿 | 285.9万股 | +3.3万股+1.15% | 加仓 |
 默沙东MRK |
| 4.66% | 4.66% | $4.87亿 | 378.8万股 | $4.49亿 | 372.9万股 | +5.9万股+1.59% | 加仓 |
 台积电TSM |
| 3.49% | 2.46% | $3.65亿 | 76.5万股 | $2.37亿 | 70.1万股 | +6.4万股+9.06% | 加仓 |
 思科CSCO |
| 3.05% | 2.35% | $3.19亿 | 271.6万股 | $2.26亿 | 291.4万股 | -19.8万股-6.81% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 3.01% | 3.06% | $3.15亿 | 475.5万股 | $2.95亿 | 472.1万股 | +3.4万股+0.73% | 加仓 |
 芝加哥商品交易所CME |
| 2.39% | 3.51% | $2.50亿 | 113.2万股 | $3.38亿 | 114.5万股 | -1.3万股-1.14% | 减仓 |
| EEQUITABLEEQH |
| 2.16% | 1.92% | $2.26亿 | 514.2万股 | $1.85亿 | 499.4万股 | +14.8万股+2.97% | 加仓 |
 自由港麦克莫兰FCX |
| 1.99% | 1.73% | $2.08亿 | 330.5万股 | $1.67亿 | 283.6万股 | +46.9万股+16.52% | 加仓 |
 REGIONS FINANCIAL NEW COMRF |
| 1.95% | 1.77% | $2.04亿 | 674.6万股 | $1.70亿 | 651.5万股 | +23.1万股+3.55% | 加仓 |
 安桥ENB |
| 1.9% | 2.05% | $1.99亿 | 367.5万股 | $1.97亿 | 364.1万股 | +3.4万股+0.93% | 加仓 |
 美敦力MDT |
| 1.88% | 1.81% | $1.96亿 | 251.2万股 | $1.75亿 | 201.7万股 | +49.5万股+24.52% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.67% | 1.66% | $1.75亿 | 201.8万股 | $1.60亿 | 202.9万股 | -1.1万股-0.54% | 减仓 |
 谷歌AGOOGL |
| 1.67% | 1.27% | $1.74亿 | 48.8万股 | $1.22亿 | 42.5万股 | +6.3万股+14.85% | 加仓 |
 家得宝HD |
| 1.57% | 1.78% | $1.64亿 | 46.5万股 | $1.71亿 | 52.1万股 | -5.6万股-10.77% | 减仓 |
 林德LIN |
| 1.35% | 1.41% | $1.41亿 | 27.1万股 | $1.35亿 | 27.4万股 | -3,578股-1.30% | 减仓 |
 艾伯维ABBV |
| 1.3% | 1.14% | $1.36亿 | 54.1万股 | $1.09亿 | 50.3万股 | +3.8万股+7.62% | 加仓 |
| SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG |
| 1.25% | 1.25% | $1.31亿 | 372.1万股 | $1.21亿 | 363.3万股 | +8.8万股+2.43% | 加仓 |
 FERROVIAL NV ORD SHSFER |
| 1.12% | 1.16% | $1.17亿 | 171.3万股 | $1.12亿 | 173.9万股 | -2.7万股-1.53% | 减仓 |
 ALCON ORD SHSALC |
| 1.05% | 1.33% | $1.10亿 | 163.2万股 | $1.28亿 | 170.9万股 | -7.6万股-4.47% | 减仓 |
 嘉信理财SCHW |
| 1.03% | 0.79% | $1.08亿 | 117.0万股 | $7,608.2万 | 81.0万股 | +36.1万股+44.58% | 加仓 |
 礼来LLY |
| 0.91% | 0.57% | $9,557.3万 | 8.0万股 | $5,535.0万 | 6.0万股 | +2.0万股+32.41% | 加仓 |
| CCHIMERA INVTCIM |
| 0.7% | 0.71% | $7,352.9万 | 551.2万股 | $6,872.8万 | 547.6万股 | +3.6万股+0.65% | 加仓 |
 Meta平台META |
| 0.7% | 0.75% | $7,349.0万 | 13.0万股 | $7,221.2万 | 12.6万股 | +4,250股+3.37% | 加仓 |
| KKANZHUN LIMITEDBZ |
| 0.67% | 0.87% | $6,967.5万 | 541.4万股 | $8,345.8万 | 623.3万股 | -81.9万股-13.14% | 减仓 |
 万事达MA |
| 0.61% | 0.51% | $6,340.2万 | 12.3万股 | $4,892.3万 | 9.8万股 | +2.6万股+26.08% | 加仓 |
 阿里巴巴BABA |
| 0.57% | 0.79% | $5,928.9万 | 61.8万股 | $7,655.4万 | 61.0万股 | +7,537股+1.24% | 加仓 |
 SLR INVESTMENT CORP COMSLRC |
| 0.56% | 0.69% | $5,824.8万 | 470.9万股 | $6,630.4万 | 463.3万股 | +7.5万股+1.63% | 加仓 |
 BOOKING COMBKNG |
| 0.54% | 0.49% | $5,636.4万 | 31.6万股 | $4,720.2万 | 1.1万股 | +30.5万股+2,720.65% | 加仓 |
 ADOBE COMADBE |
| 0.53% | 0.44% | $5,531.6万 | 27.0万股 | $4,217.8万 | 17.4万股 | +9.6万股+55.49% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.48% | 0.56% | $4,998.8万 | 2.9万股 | $5,363.8万 | 3.1万股 | -1,572股-5.07% | 减仓 |
 AMD超威AMD |
| 0.47% | 0.26% | $4,904.3万 | 8.4万股 | $2,493.4万 | 12.3万股 | -3.8万股-31.12% | 减仓 |
 NETFLIXNFLX |
| 0.45% | 0.13% | $4,752.0万 | 66.6万股 | $1,211.3万 | 12.6万股 | +54.0万股+428.28% | 加仓 |
 辉瑞PFE |
| 0.45% | 0.65% | $4,743.8万 | 197.0万股 | $6,296.1万 | 224.2万股 | -27.2万股-12.14% | 减仓 |
 TJXTJX |
| 0.45% | 0.44% | $4,679.5万 | 30.9万股 | $4,210.7万 | 26.4万股 | +4.5万股+17.15% | 加仓 |
 L3哈里斯LHX |
| 0.43% | 0.45% | $4,450.3万 | 15.3万股 | $4,373.0万 | 12.7万股 | +2.6万股+20.88% | 加仓 |
 第一资本COF |
| 0.38% | 0.26% | $4,009.3万 | 20.0万股 | $2,548.0万 | 14.0万股 | +6.0万股+43.08% | 加仓 |
| CCACI国际CACI |
| 0.38% | 0.48% | $3,986.4万 | 8.6万股 | $4,599.4万 | 8.5万股 | +1,483股+1.75% | 加仓 |
 阿斯麦ASML |
| 0.36% | 0.27% | $3,729.6万 | 1.9万股 | $2,577.3万 | 2.0万股 | -766股-3.93% | 减仓 |
 美光科技MU |
| 0.35% | 0.09% | $3,611.7万 | 3.1万股 | $831.8万 | 2.5万股 | +6,668股+27.08% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.33% | 0.32% | $3,498.0万 | 36.5万股 | $3,062.9万 | 37.0万股 | -4,850股-1.31% | 减仓 |
 MIDCAP FINANCIAL INVSTMNTMFIC |
| 0.31% | 0.38% | $3,263.7万 | 323.8万股 | $3,639.3万 | 323.8万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 0.28% | 0.34% | $2,968.8万 | 8.0万股 | $3,250.5万 | 9.6万股 | -1.6万股-16.97% | 减仓 |
 ShopifySHOP |
| 0.27% | 0.29% | $2,815.1万 | 24.7万股 | $2,771.0万 | 23.4万股 | +1.3万股+5.54% | 加仓 |
 微软MSFT |
| 0.24% | 0.11% | $2,459.7万 | 6.6万股 | $1,018.7万 | 2.8万股 | +3.8万股+139.60% | 加仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.23% | 0.19% | $2,445.7万 | 122.9万股 | $1,828.1万 | 107.7万股 | +15.2万股+14.13% | 加仓 |
