| CCANADIAN NAT RESCNQ |
| 8.04% | 10.75% | $6.50亿 | 1,646.3万股 | $8.06亿 | 1,654.2万股 | -7.9万股-0.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 7.19% | 2.01% | $5.81亿 | 116.2万股 | $1.51亿 | 31.5万股 | +84.7万股+268.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.93% | 4.31% | $3.99亿 | 112.9万股 | $3.23亿 | 112.7万股 | +2,595股+0.23% | 加仓 |
 嘉信理财SCHW |
| 4.68% | 4.89% | $3.78亿 | 410.2万股 | $3.67亿 | 390.5万股 | +19.7万股+5.04% | 加仓 |
 微软MSFT |
| 4.65% | 4.9% | $3.76亿 | 100.9万股 | $3.68亿 | 99.3万股 | +1.6万股+1.65% | 加仓 |
 U HAUL HOLDINGSCL |
| 4.42% | 3.6% | $3.58亿 | 619.7万股 | $2.70亿 | 604.8万股 | +14.9万股+2.46% | 加仓 |
 强生JNJ |
| 3.96% | 4.07% | $3.20亿 | 126.0万股 | $3.05亿 | 124.9万股 | +1.1万股+0.85% | 加仓 |
 宝洁PG |
| 3.56% | 3.72% | $2.88亿 | 196.3万股 | $2.79亿 | 193.1万股 | +3.2万股+1.68% | 加仓 |
 百事可乐PEP |
| 3.47% | 4.2% | $2.81亿 | 207.3万股 | $3.15亿 | 202.8万股 | +4.5万股+2.21% | 加仓 |
 福克斯FOXA |
| 3.27% | 3.94% | $2.65亿 | 565.0万股 | $2.96亿 | 556.7万股 | +8.3万股+1.50% | 加仓 |
| RRELIANCERS |
| 3.23% | 2.81% | $2.61亿 | 69.9万股 | $2.11亿 | 69.3万股 | +5,440股+0.78% | 加仓 |
 新闻集团NWSA |
| 2.32% | 2.46% | $1.88亿 | 755.5万股 | $1.84亿 | 738.9万股 | +16.6万股+2.25% | 加仓 |
 戴蒙德能源FANG |
| 2.2% | 2.65% | $1.78亿 | 101.4万股 | $1.99亿 | 100.4万股 | +1.0万股+1.01% | 加仓 |
 可口可乐KO |
| 2.14% | 2.13% | $1.73亿 | 212.8万股 | $1.60亿 | 209.9万股 | +2.9万股+1.38% | 加仓 |
 康菲石油COP |
| 2.06% | 2.78% | $1.67亿 | 160.6万股 | $2.09亿 | 158.2万股 | +2.5万股+1.55% | 加仓 |
 EOG资源EOG |
| 1.99% | 2.36% | $1.61亿 | 124.4万股 | $1.77亿 | 122.2万股 | +2.2万股+1.78% | 加仓 |
 道富·CORP COMSTT |
| 1.93% | 1.53% | $1.56亿 | 92.0万股 | $1.15亿 | 90.9万股 | +1.1万股+1.16% | 加仓 |
 KENVUE COMKVUE |
| 1.9% | 1.82% | $1.54亿 | 805.1万股 | $1.37亿 | 793.2万股 | +11.9万股+1.49% | 加仓 |
| T泰森食品TSN |
| 1.83% | 2.15% | $1.48亿 | 257.9万股 | $1.61亿 | 251.5万股 | +6.4万股+2.55% | 加仓 |
| EEBAY COMEBAY |
| 1.74% | 1.86% | $1.41亿 | 126.3万股 | $1.39亿 | 152.9万股 | -26.6万股-17.42% | 减仓 |
 INGREDION COMINGR |
| 1.72% | 2.16% | $1.39亿 | 147.1万股 | $1.62亿 | 144.0万股 | +3.1万股+2.16% | 加仓 |
| TTALEN ENERGYTLN |
| 1.71% | 1.53% | $1.38亿 | 36.0万股 | $1.15亿 | 36.0万股 | -100股-0.03% | 减仓 |
 迪士尼DIS |
| 1.64% | 1.73% | $1.32亿 | 137.6万股 | $1.30亿 | 134.8万股 | +2.8万股+2.11% | 加仓 |
 Elevance健康ELV |
| 1.63% | 1.31% | $1.31亿 | 34.0万股 | $9,787.1万 | 33.4万股 | +5,670股+1.70% | 加仓 |
 财捷INTU |
| 1.59% | 0.04% | $1.28亿 | 49.1万股 | $318.9万 | 7,375股 | +48.4万股+6,561.40% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.51% | 2.46% | $1.22亿 | 315.1万股 | $1.85亿 | 300.8万股 | +14.2万股+4.73% | 加仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 1.5% | 1.63% | $1.21亿 | 75.5万股 | $1.22亿 | 74.2万股 | +1.3万股+1.75% | 加仓 |
 BroadridgeBR |
| 1.49% | — | $1.20亿 | 87.9万股 | $0 | 0股 | +87.9万股 | 新买入 |
 L3哈里斯LHX |
| 1.49% | 1.88% | $1.20亿 | 41.4万股 | $1.41亿 | 40.8万股 | +5,629股+1.38% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.39% | 1.61% | $1.13亿 | 55.8万股 | $1.21亿 | 98.1万股 | -42.3万股-43.14% | 减仓 |
 洛克希德马丁LMT |
| 1.36% | 1.72% | $1.10亿 | 21.6万股 | $1.29亿 | 21.4万股 | +2,731股+1.28% | 加仓 |
 SYSCO COMSYY |
| 1.34% | 1.17% | $1.08亿 | 129.4万股 | $8,808.3万 | 123.5万股 | +5.9万股+4.75% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.24% | 1.77% | $1.01亿 | 19.8万股 | $1.32亿 | 19.4万股 | +3,348股+1.72% | 加仓 |
 PAYPAL COMPYPL |
| 1.24% | 1.38% | $1.00亿 | 231.7万股 | $1.04亿 | 229.1万股 | +2.7万股+1.16% | 加仓 |
 OLIN CORP COM PAR $1OLN |
| 1.03% | 1.62% | $8,343.0万 | 420.9万股 | $1.22亿 | 409.2万股 | +11.7万股+2.86% | 加仓 |
| DDARLING INGREDIENTSDAR |
| 0.96% | 1.16% | $7,740.0万 | 141.7万股 | $8,681.7万 | 140.4万股 | +1.3万股+0.95% | 加仓 |
 高露洁CL |
| 0.9% | 0.9% | $7,251.0万 | 79.1万股 | $6,728.1万 | 78.9万股 | +1,500股+0.19% | 加仓 |
 联合健康UNH |
| 0.88% | 0.61% | $7,139.2万 | 17.2万股 | $4,558.4万 | 16.8万股 | +3,308股+1.96% | 加仓 |
| BBELLRING BRANDSBRBR |
| 0.84% | 0.32% | $6,810.3万 | 526.3万股 | $2,410.3万 | 149.8万股 | +376.5万股+251.34% | 加仓 |
 福克斯FOXA |
| 0.76% | 0.93% | $6,181.4万 | 118.5万股 | $6,940.1万 | 118.8万股 | -3,285股-0.28% | 减仓 |
| FFACTSET RESH SYSFDS |
| 0.65% | 0.65% | $5,283.1万 | 23.0万股 | $4,901.2万 | 22.6万股 | +3,746股+1.66% | 加仓 |
| AAVANTORAVTR |
| 0.58% | 0.5% | $4,722.3万 | 477.0万股 | $3,720.1万 | 474.5万股 | +2.5万股+0.53% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.36% | 0.45% | $2,873.6万 | 117.1万股 | $3,351.9万 | 116.8万股 | +3,000股+0.26% | 加仓 |
 MascoMAS |
| 0.29% | 0.2% | $2,327.9万 | 28.6万股 | $1,477.4万 | 24.5万股 | +4.1万股+16.90% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.27% | 0.26% | $2,165.9万 | 23.6万股 | $1,943.8万 | 21.2万股 | +2.4万股+11.43% | 加仓 |
 U HAUL HOLDINGUHAL |
| 0.26% | 0.21% | $2,129.3万 | 32.5万股 | $1,554.6万 | 32.5万股 | +7股+0.00% | 加仓 |
 德文能源DVN |
| 0.26% | 0.31% | $2,111.1万 | 51.1万股 | $2,308.9万 | 45.9万股 | +5.2万股+11.35% | 加仓 |
 LEGACY HOUSING CORP COMLEGH |
| 0.24% | 0.19% | $1,980.8万 | 75.4万股 | $1,441.7万 | 70.6万股 | +4.8万股+6.85% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.18% | 0.15% | $1,450.0万 | 24.1万股 | $1,140.0万 | 20.0万股 | +4.1万股+20.53% | 加仓 |
| EEMBECTAEMBC |
| 0.17% | 0.43% | $1,407.0万 | 431.6万股 | $3,245.9万 | 367.2万股 | +64.4万股+17.54% | 加仓 |
