| PPROLOGIS COMPLD |
| 11.25% | 9.48% | $555.6万 | 4.9万股 | $467.5万 | 4.4万股 | +4,044股+9.09% | 加仓 |
 美敦力MDT |
| 10.42% | — | $514.3万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 UDR COMUDR |
| 10% | 7.5% | $493.9万 | 13.3万股 | $369.7万 | 9.1万股 | +4.2万股+46.39% | 加仓 |
 联合太平洋铁路UNP |
| 9.81% | 11.36% | $484.1万 | 2.0万股 | $560.2万 | 2.4万股 | -3,865股-15.87% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 8.84% | 10.97% | $436.3万 | 5.0万股 | $541.2万 | 6.7万股 | -1.7万股-26.09% | 减仓 |
 艺电EA |
| 6.52% | — | $321.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 TECK RESOURCESTECK |
| 5.54% | 12.24% | $273.5万 | 6.2万股 | $603.7万 | 15.0万股 | -8.7万股-58.32% | 减仓 |
 REXFORD INDL RLTY INC REITREXR |
| 4.94% | — | $243.9万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 DANAHER DEL COMDHR |
| 4.87% | — | $240.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| HHDFC BANKHDB |
| 4.79% | — | $236.6万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 ALCON ORD SHSALC |
| 4.13% | 6.49% | $203.8万 | 2.7万股 | $320.3万 | 3.6万股 | -8,933股-24.62% | 减仓 |
 COOPER COSCOO |
| 3.47% | — | $171.4万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 3.32% | — | $164.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 INDEPENDENCE RLTY TRIRT |
| 3.09% | — | $152.8万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 PinterestPINS |
| 2.75% | 3.58% | $136.0万 | 4.2万股 | $176.6万 | 4.9万股 | -6,963股-14.14% | 减仓 |
 Invitation HomesINVH |
| 2.33% | — | $115.2万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 SMURFIT WESTROCK SHSSW |
| 2.08% | 2.11% | $102.8万 | 2.4万股 | $104.2万 | 2.4万股 | 00.00% | 持仓不变 |
| R力拓BBP |
| 1.84% | — | $90.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
