 台积电TSM |
| 4.85% | 3.43% | $1,603.0万 | 3.4万股 | $1,061.3万 | 3.1万股 | +2,161股+6.88% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.36% | 2.48% | $1,112.2万 | 3.1万股 | $766.6万 | 2.7万股 | +4,752股+17.78% | 加仓 |
 亚马逊AMZN |
| 3.28% | 2.58% | $1,083.6万 | 4.5万股 | $799.0万 | 3.8万股 | +7,102股+18.51% | 加仓 |
 英伟达NVDA |
| 2.71% | 2.19% | $897.4万 | 4.5万股 | $675.6万 | 3.9万股 | +6,112股+15.78% | 加仓 |
 GE航空GE |
| 2.57% | 2.13% | $849.5万 | 2.3万股 | $659.9万 | 2.3万股 | -523股-2.25% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.48% | 2.45% | $820.1万 | 9.5万股 | $757.8万 | 9.6万股 | -1,710股-1.77% | 减仓 |
 微软MSFT |
| 2.46% | 2.1% | $812.9万 | 2.2万股 | $650.1万 | 1.8万股 | +4,231股+24.09% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.35% | 2.19% | $777.4万 | 4.3万股 | $676.7万 | 4.1万股 | +2,045股+5.00% | 加仓 |
 嘉信理财SCHW |
| 2.04% | 2.16% | $673.2万 | 7.3万股 | $668.2万 | 7.1万股 | +1,862股+2.62% | 加仓 |
 优步UBER |
| 2.01% | 1.74% | $664.2万 | 9.2万股 | $538.2万 | 7.5万股 | +1.7万股+23.02% | 加仓 |
 CVS健康CVS |
| 1.98% | 1.44% | $653.0万 | 6.3万股 | $443.6万 | 6.2万股 | +1,354股+2.19% | 加仓 |
 VistraVST |
| 1.95% | 1.96% | $643.3万 | 4.1万股 | $607.4万 | 4.0万股 | +153股+0.38% | 加仓 |
 泛林集团LRCX |
| 1.93% | 1.2% | $637.5万 | 1.5万股 | $371.9万 | 1.7万股 | -2,695股-15.48% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 1.86% | 2.22% | $615.8万 | 8.6万股 | $686.5万 | 8.9万股 | -3,053股-3.43% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.77% | 1.83% | $586.5万 | 1.2万股 | $564.7万 | 1.2万股 | -63股-0.53% | 减仓 |
 Meta平台META |
| 1.76% | 1.87% | $582.8万 | 1.0万股 | $577.5万 | 1.0万股 | +253股+2.51% | 加仓 |
 CorpayCPAY |
| 1.72% | 1.55% | $567.4万 | 1.7万股 | $478.4万 | 1.6万股 | +585股+3.56% | 加仓 |
 Vulcan材料VMC |
| 1.7% | 1.65% | $562.6万 | 1.9万股 | $508.7万 | 1.9万股 | +389股+2.08% | 加仓 |
 布鲁克菲尔德BN |
| 1.66% | 1.63% | $547.2万 | 12.8万股 | $503.3万 | 12.4万股 | +4,116股+3.31% | 加仓 |
 VisaV |
| 1.64% | 1.55% | $542.7万 | 1.6万股 | $479.6万 | 1.6万股 | -52股-0.33% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.6% | 1.1% | $529.5万 | 5.6万股 | $339.5万 | 5.5万股 | +1,180股+2.15% | 加仓 |
 阿斯麦ASML |
| 1.59% | 1.31% | $526.4万 | 2,646股 | $403.9万 | 3,058股 | -412股-13.47% | 减仓 |
| FFiservFISV |
| 1.58% | 1.46% | $523.4万 | 10.7万股 | $450.7万 | 8.1万股 | +2.6万股+32.11% | 加仓 |
 标普全球SPGI |
| 1.57% | 1.63% | $520.1万 | 1.3万股 | $504.8万 | 1.2万股 | +902股+7.60% | 加仓 |
 博通AVGO |
| 1.56% | 1.13% | $515.6万 | 1.4万股 | $349.7万 | 1.1万股 | +2,349股+20.79% | 加仓 |
 万事达MA |
| 1.52% | 1.57% | $502.4万 | 9,782股 | $486.3万 | 9,733股 | +49股+0.50% | 加仓 |
 NETFLIXNFLX |
| 1.51% | 2.38% | $500.4万 | 7.0万股 | $734.7万 | 7.6万股 | -6,330股-8.28% | 减仓 |
 PROGRESSIVEPGR |
| 1.51% | 1.38% | $499.7万 | 2.3万股 | $428.0万 | 2.2万股 | +1,283股+5.94% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.51% | — | $499.4万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| SSPDR黄金信托GLD |
| 1.48% | 1.77% | $490.4万 | 1.3万股 | $546.3万 | 1.3万股 | +614股+4.84% | 加仓 |
| AAT&TT |
| 1.46% | — | $482.5万 | 23.3万股 | $0 | 0股 | +23.3万股 | 新买入 |
 EQTEQT |
| 1.45% | 1.84% | $478.4万 | 9.0万股 | $569.7万 | 9.0万股 | +451股+0.50% | 加仓 |
 穆迪MCO |
| 1.43% | 1.43% | $474.3万 | 1.0万股 | $442.5万 | 1.0万股 | +330股+3.25% | 加仓 |
| CCORE NATURAL RESOURCESCNR |
| 1.38% | 1.93% | $456.8万 | 5.7万股 | $598.0万 | 5.7万股 | -2股-0.00% | 减仓 |
 NubankNU |
| 1.36% | 1.32% | $448.4万 | 33.6万股 | $408.2万 | 28.4万股 | +5.2万股+18.15% | 加仓 |
 天弘CLS |
| 1.33% | — | $439.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 1.25% | 1.2% | $412.3万 | 23.7万股 | $372.3万 | 19.7万股 | +4.0万股+20.38% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.18% | 0.62% | $389.0万 | 2,292股 | $190.7万 | 1,103股 | +1,189股+107.80% | 加仓 |
 TransDigmTDG |
| 1.13% | 1.03% | $373.5万 | 2,804股 | $317.2万 | 2,737股 | +67股+2.45% | 加仓 |
| SSEA SPONSORD ADSSE |
| 1.13% | 0.8% | $372.5万 | 3.9万股 | $248.0万 | 3.0万股 | +8,918股+29.77% | 加仓 |
 安桥ENB |
| 1.12% | 1.34% | $371.2万 | 6.8万股 | $413.9万 | 7.6万股 | -7,988股-10.45% | 减仓 |
 GRAPHIC PACKAGINGGPK |
| 1.09% | 1.06% | $361.0万 | 34.2万股 | $326.8万 | 32.9万股 | +1.3万股+3.88% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 1.08% | 1.63% | $358.7万 | 7.2万股 | $505.1万 | 9.3万股 | -2.1万股-22.90% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.08% | 1.23% | $357.2万 | 5.8万股 | $381.4万 | 6.5万股 | -7,398股-11.34% | 减仓 |
| PPETROLEO BRASILEIROPBR |
| 1.07% | 1.62% | $353.3万 | 21.9万股 | $500.0万 | 24.1万股 | -2.2万股-9.27% | 减仓 |
| CCRHCRH |
| 1.07% | 1.29% | $352.6万 | 3.3万股 | $398.8万 | 3.8万股 | -4,988股-13.15% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.04% | 1.49% | $344.0万 | 4.4万股 | $461.3万 | 5.1万股 | -6,465股-12.75% | 减仓 |
 诺华NVS |
| 0.99% | 1.13% | $327.2万 | 2.1万股 | $349.6万 | 2.3万股 | -2,007股-8.77% | 减仓 |
 瑞银UBS |
| 0.99% | 0.91% | $325.8万 | 6.6万股 | $281.8万 | 7.2万股 | -6,392股-8.86% | 减仓 |
 NEBIUSNBIS |
| 0.87% | 0.4% | $286.0万 | 1.0万股 | $123.3万 | 1.2万股 | -1,524股-12.83% | 减仓 |
