 CNH INDLCNH |
| 5.13% | 4.92% | $1.26亿 | 1,124.6万股 | $1.28亿 | 1,166.4万股 | -41.8万股-3.58% | 减仓 |
 谷歌AGOOGL |
| 4.39% | 4.06% | $1.08亿 | 30.2万股 | $1.06亿 | 36.8万股 | -6.6万股-17.86% | 减仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 4.22% | 3.86% | $1.04亿 | 103.8万股 | $1.01亿 | 111.0万股 | -7.2万股-6.50% | 减仓 |
 亚马逊AMZN |
| 4.14% | 4.42% | $1.02亿 | 42.8万股 | $1.15亿 | 55.3万股 | -12.5万股-22.64% | 减仓 |
 MILLICOM INTL CELLULARTIGO |
| 3.93% | 3.18% | $9,681.7万 | 106.7万股 | $8,297.8万 | 110.7万股 | -4.1万股-3.66% | 减仓 |
 Elevance健康ELV |
| 3.45% | 3.01% | $8,488.2万 | 21.9万股 | $7,857.5万 | 26.8万股 | -4.9万股-18.22% | 减仓 |
 南方铜业SCCO |
| 3.37% | 3.29% | $8,304.0万 | 47.7万股 | $8,579.4万 | 49.9万股 | -2.2万股-4.43% | 减仓 |
 BANK NOVA SCOTIA B CBNS |
| 3.36% | 2.89% | $8,262.4万 | 95.1万股 | $7,531.6万 | 108.9万股 | -13.9万股-12.72% | 减仓 |
 布鲁克菲尔德BN |
| 2.95% | 3.03% | $7,273.3万 | 170.5万股 | $7,899.8万 | 195.6万股 | -25.0万股-12.80% | 减仓 |
| CCOPACPA |
| 2.62% | 1.85% | $6,447.8万 | 41.4万股 | $4,818.9万 | 42.4万股 | -9,685股-2.28% | 减仓 |
 美光科技MU |
| 2.51% | 1.75% | $6,179.7万 | 5.4万股 | $4,556.4万 | 13.5万股 | -8.1万股-60.28% | 减仓 |
 微软MSFT |
| 2.42% | 2.8% | $5,957.6万 | 16.0万股 | $7,292.1万 | 19.7万股 | -3.7万股-18.92% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 2.29% | 3% | $5,629.1万 | 139.2万股 | $7,828.3万 | 159.6万股 | -20.4万股-12.79% | 减仓 |
 英伟达NVDA |
| 2.28% | 2.39% | $5,613.2万 | 28.1万股 | $6,234.0万 | 35.7万股 | -7.7万股-21.51% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 2.21% | 1.59% | $5,447.3万 | 105.7万股 | $4,136.7万 | 74.2万股 | +31.5万股+42.42% | 加仓 |
 VisaV |
| 2.2% | 1.78% | $5,418.9万 | 15.8万股 | $4,633.5万 | 15.3万股 | +4,647股+3.03% | 加仓 |
 CEMEX SAB DE CVCX |
| 2.13% | 2.03% | $5,241.6万 | 436.8万股 | $5,290.0万 | 462.4万股 | -25.6万股-5.54% | 减仓 |
 FRANCO NEVFNV |
| 2.13% | 2.72% | $5,235.3万 | 25.1万股 | $7,099.2万 | 28.8万股 | -3.7万股-12.76% | 减仓 |
 LAUREATE EDLAUR |
| 2.08% | 2% | $5,108.9万 | 140.7万股 | $5,212.9万 | 149.6万股 | -9.0万股-5.99% | 减仓 |
 Meta平台META |
| 1.95% | 2.28% | $4,799.4万 | 8.5万股 | $5,935.5万 | 10.4万股 | -1.9万股-17.87% | 减仓 |
 环联TRU |
| 1.88% | 1.51% | $4,626.7万 | 64.1万股 | $3,939.0万 | 56.9万股 | +7.2万股+12.66% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.62% | 1.59% | $3,993.3万 | 46.0万股 | $4,142.2万 | 52.7万股 | -6.7万股-12.76% | 减仓 |
 Markel Group Inc.MKL |
| 1.62% | 1.83% | $3,986.7万 | 2.0万股 | $4,765.9万 | 2.5万股 | -4,487股-18.02% | 减仓 |
| T赛默飞世尔TMO |
| 1.55% | 1.76% | $3,821.8万 | 7.6万股 | $4,595.9万 | 9.3万股 | -1.7万股-18.47% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.52% | 1.4% | $3,746.7万 | 43.0万股 | $3,642.1万 | 54.3万股 | -11.3万股-20.73% | 减仓 |
 台积电TSM |
| 1.52% | 0.69% | $3,734.1万 | 7.8万股 | $1,803.1万 | 5.3万股 | +2.5万股+46.59% | 加仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 1.49% | 1.76% | $3,657.7万 | 275.8万股 | $4,599.1万 | 292.6万股 | -16.7万股-5.71% | 减仓 |
 甲骨文ORCL |
| 1.41% | 1.53% | $3,477.0万 | 23.7万股 | $3,986.7万 | 27.1万股 | -3.4万股-12.46% | 减仓 |
 万事达MA |
| 1.25% | 1.4% | $3,077.8万 | 6.0万股 | $3,640.2万 | 7.3万股 | -1.3万股-17.72% | 减仓 |
 PROGRESSIVEPGR |
| 1.23% | 1.33% | $3,036.0万 | 13.9万股 | $3,478.5万 | 17.5万股 | -3.6万股-20.79% | 减仓 |
| AAts Corporation. Ordinary SharesATS |
| 1.12% | 1.18% | $2,750.0万 | 95.4万股 | $3,073.4万 | 109.4万股 | -13.9万股-12.75% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1.08% | 1.26% | $2,647.2万 | 15.7万股 | $3,286.5万 | 19.2万股 | -3.5万股-18.13% | 减仓 |
 标普全球SPGI |
| 1.06% | 1.28% | $2,598.1万 | 6.4万股 | $3,330.0万 | 7.8万股 | -1.4万股-18.51% | 减仓 |
| HHDFC BANKHDB |
| 0.99% | 0.9% | $2,447.4万 | 93.5万股 | $2,346.4万 | 94.3万股 | -8,509股-0.90% | 减仓 |
| FFiservFISV |
| 0.95% | 1.25% | $2,349.8万 | 47.9万股 | $3,270.5万 | 58.6万股 | -10.7万股-18.26% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.93% | 1.04% | $2,294.5万 | 18.3万股 | $2,714.1万 | 22.3万股 | -4.1万股-18.25% | 减仓 |
 CHAMPION HOMESSKY |
| 0.85% | 0.83% | $2,104.2万 | 23.9万股 | $2,157.2万 | 29.0万股 | -5.1万股-17.67% | 减仓 |
 芝加哥商品交易所CME |
| 0.85% | 1.36% | $2,101.7万 | 9.5万股 | $3,548.0万 | 12.0万股 | -2.5万股-20.78% | 减仓 |
| OOPENLANEOPLN |
| 0.83% | 1.23% | $2,037.7万 | 49.4万股 | $3,219.1万 | 110.4万股 | -61.0万股-55.26% | 减仓 |
 IQVIAIQV |
| 0.83% | 0.84% | $2,036.3万 | 10.5万股 | $2,199.9万 | 12.9万股 | -2.4万股-18.30% | 减仓 |
 HEALTHCARE SVCSHCSG |
| 0.76% | 0.69% | $1,866.2万 | 76.0万股 | $1,802.0万 | 97.1万股 | -21.2万股-21.79% | 减仓 |
 TELEFLEX INCORPORATEDTFX |
| 0.75% | 0.66% | $1,842.4万 | 14.5万股 | $1,719.3万 | 14.4万股 | +1,595股+1.11% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.65% | 0.81% | $1,603.3万 | 28.6万股 | $2,115.1万 | 44.1万股 | -15.5万股-35.15% | 减仓 |
 欧特克ADSK |
| 0.65% | 0.95% | $1,597.7万 | 8.2万股 | $2,483.0万 | 10.4万股 | -2.2万股-20.76% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.64% | 0.68% | $1,565.9万 | 8.3万股 | $1,765.0万 | 10.6万股 | -2.3万股-21.78% | 减仓 |
 TJXTJX |
| 0.63% | 0.8% | $1,558.3万 | 10.3万股 | $2,074.0万 | 13.0万股 | -2.7万股-20.80% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 0.61% | 0.46% | $1,490.8万 | 32.2万股 | $1,207.2万 | 30.3万股 | +1.9万股+6.38% | 加仓 |
 ENVISTANVST |
| 0.61% | 0.7% | $1,490.6万 | 56.6万股 | $1,834.6万 | 72.3万股 | -15.7万股-21.78% | 减仓 |
| WWILLSCOTWSC |
| 0.57% | 0.29% | $1,406.6万 | 48.7万股 | $758.2万 | 43.7万股 | +5.1万股+11.60% | 加仓 |
 Dollar TreeDLTR |
| 0.57% | 0.62% | $1,404.9万 | 11.6万股 | $1,625.8万 | 14.8万股 | -3.2万股-21.76% | 减仓 |
