 微软MSFT |
| 5.85% | 4.39% | $569.2万 | 1.4万股 | $490.8万 | 1.3万股 | +475股+3.64% | 加仓 |
 亚马逊AMZN |
| 5.25% | 4.42% | $510.3万 | 2.8万股 | $493.6万 | 3.2万股 | -4,191股-12.90% | 减仓 |
 迪士尼DIS |
| 5.23% | 3.91% | $509.0万 | 4.2万股 | $437.2万 | 4.8万股 | -6,823股-14.09% | 减仓 |
 通用汽车GM |
| 5.17% | 2.54% | $503.3万 | 11.1万股 | $284.1万 | 7.9万股 | +3.2万股+40.33% | 加仓 |
 谷歌AGOOGL |
| 4.8% | 5.08% | $466.5万 | 3.1万股 | $567.2万 | 4.1万股 | -9,692股-23.87% | 减仓 |
 苹果AAPL |
| 3.37% | 1.55% | $327.9万 | 1.9万股 | $173.7万 | 9,022股 | +1.0万股+111.94% | 加仓 |
| N新纪元能源NEE |
| 3% | 2.4% | $291.8万 | 4.6万股 | $268.6万 | 4.4万股 | +1,439股+3.25% | 加仓 |
 MobileyeMBLY |
| 2.76% | 2.9% | $268.9万 | 8.4万股 | $324.4万 | 7.5万股 | +8,759股+11.70% | 加仓 |
 雅保ALB |
| 2.62% | 2.5% | $254.6万 | 1.9万股 | $279.2万 | 1.9万股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 2.52% | 2.44% | $245.0万 | 4,408股 | $272.1万 | 5,907股 | -1,499股-25.38% | 减仓 |
 沃尔玛WMT |
| 2.52% | 2.48% | $244.8万 | 4.1万股 | $276.8万 | 1.8万股 | +2.3万股+131.76% | 加仓 |
 SYSCO COMSYY |
| 2.51% | 2.31% | $243.9万 | 3.0万股 | $258.4万 | 3.5万股 | -5,292股-14.98% | 减仓 |
 ADOBE COMADBE |
| 2.5% | 2.48% | $243.0万 | 4,816股 | $277.0万 | 4,643股 | +173股+3.73% | 加仓 |
 艾默生电气EMR |
| 2.47% | 2.7% | $240.4万 | 2.1万股 | $301.9万 | 3.1万股 | -9,825股-31.67% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 2.46% | 1.71% | $239.7万 | 3.1万股 | $190.6万 | 2.9万股 | +2,316股+7.96% | 加仓 |
 空气化工APD |
| 2.42% | 2.38% | $235.7万 | 9,729股 | $266.4万 | 9,729股 | 00.00% | 持仓不变 |
| AAT&TT |
| 2.39% | 2.38% | $232.2万 | 13.2万股 | $266.1万 | 15.9万股 | -2.7万股-16.79% | 减仓 |
| CCHEMOURSCC |
| 2.37% | 2.54% | $230.6万 | 8.8万股 | $284.0万 | 9.0万股 | -2,216股-2.46% | 减仓 |
 耐克NKE |
| 2.36% | 1.86% | $229.8万 | 2.4万股 | $207.7万 | 1.9万股 | +5,315股+27.78% | 加仓 |
 优步UBER |
| 2.36% | 2.31% | $229.6万 | 3.0万股 | $257.6万 | 4.2万股 | -1.2万股-28.72% | 减仓 |
 美光科技MU |
| 2.31% | 4.07% | $225.2万 | 1.9万股 | $454.9万 | 5.3万股 | -3.4万股-64.17% | 减仓 |
 JacobsJ |
| 2.25% | 2.1% | $218.5万 | 1.4万股 | $235.2万 | 1.8万股 | -3,905股-21.55% | 减仓 |
 卡特彼勒CAT |
| 2.24% | 2.5% | $218.3万 | 5,958股 | $279.4万 | 9,450股 | -3,492股-36.95% | 减仓 |
| Q高通QCOM |
| 2.23% | 2.4% | $216.6万 | 1.3万股 | $268.4万 | 1.9万股 | -5,766股-31.07% | 减仓 |
 TARGET COMTGT |
| 2.21% | 2.22% | $215.2万 | 1.2万股 | $247.8万 | 1.7万股 | -5,258股-30.21% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 2.2% | 1.59% | $213.7万 | 2.6万股 | $177.2万 | 2.6万股 | +408股+1.59% | 加仓 |
 史丹利百得SWK |
| 2.19% | 1.91% | $213.4万 | 2.2万股 | $213.8万 | 2.2万股 | 00.00% | 持仓不变 |
| W沃博联WBA |
| 2.03% | 2.12% | $197.2万 | 9.1万股 | $237.4万 | 9.1万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.96% | 2.35% | $190.5万 | 1.1万股 | $262.1万 | 1.5万股 | -4,438股-28.87% | 减仓 |
 UNITED RENTALSURI |
| 1.64% | 2.17% | $159.9万 | 2,218股 | $242.2万 | 4,223股 | -2,005股-47.48% | 减仓 |
 埃森哲ACN |
| 1.56% | 0.02% | $151.4万 | 4,369股 | $2.3万 | 66股 | +4,303股+6,519.70% | 加仓 |
| NNOUVEAU MONDE GRAPHITENMG |
| 1.47% | 2.13% | $143.5万 | 62.6万股 | $238.0万 | 91.2万股 | -28.5万股-31.30% | 减仓 |
 麦当劳MCD |
| 1.41% | 1.49% | $137.6万 | 4,881股 | $166.6万 | 5,620股 | -739股-13.15% | 减仓 |
| TTHE LION ELECTRIC COMPANY |
| 1.18% | 2.45% | $114.6万 | 80.7万股 | $273.3万 | 154.4万股 | -73.7万股-47.71% | 减仓 |
 Meta平台META |
| 0.93% | 0.88% | $90.1万 | 1,855股 | $97.8万 | 2,763股 | -908股-32.86% | 减仓 |
 美敦力MDT |
| 0.89% | 1.66% | $86.9万 | 9,968股 | $185.2万 | 2.2万股 | -1.3万股-55.67% | 减仓 |
 礼来LLY |
| 0.74% | 0.3% | $72.3万 | 929股 | $33.9万 | 582股 | +347股+59.62% | 加仓 |
 VisaV |
| 0.57% | 0.27% | $55.2万 | 1,979股 | $30.7万 | 1,178股 | +801股+68.00% | 加仓 |
 英伟达NVDA |
| 0.43% | 0.34% | $41.7万 | 462股 | $38.1万 | 769股 | -307股-39.92% | 减仓 |
 台积电TSM |
| 0.39% | 0.32% | $38.0万 | 2,792股 | $35.5万 | 3,415股 | -623股-18.24% | 减仓 |
 艾利丹尼森AVY |
| 0.36% | 0.44% | $34.7万 | 1,553股 | $49.0万 | 2,426股 | -873股-35.99% | 减仓 |
| AAGCOAGCO |
| 0.29% | 0.25% | $28.6万 | 2,324股 | $28.2万 | 2,324股 | 00.00% | 持仓不变 |
 HEXCEL NEWHXL |
| 0.27% | 0.24% | $26.2万 | 3,599股 | $26.5万 | 3,599股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 0.25% | 0.25% | $24.1万 | 1,252股 | $27.7万 | 1,252股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.25% | 0.37% | $23.9万 | 4,361股 | $41.9万 | 8,045股 | -3,684股-45.79% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 0.24% | 0.32% | $23.4万 | 2,726股 | $35.3万 | 3,725股 | -999股-26.82% | 减仓 |
| MMARATHON OILMRO |
| 0.23% | — | $22.1万 | 7,800股 | $0 | 0股 | +7,800股 | 新买入 |
| CCHART INDSGTLS |
| 0.21% | 0.15% | $20.5万 | 1,245股 | $17.0万 | 1,245股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.2% | 0.01% | $19.8万 | 260股 | $7,065 | 10股 | +250股+2,500.00% | 加仓 |
 赛富时CRM |
| 0.2% | 0.14% | $19.6万 | 650股 | $15.8万 | 600股 | +50股+8.33% | 加仓 |
