 谷歌AGOOGL |
| 14.08% | 12.6% | $1,763.6万 | 4.9万股 | $1,443.8万 | 5.0万股 | -861股-1.71% | 减仓 |
 AMD超威AMD |
| 13.87% | 5.78% | $1,737.7万 | 3.0万股 | $662.2万 | 3.3万股 | -2,639股-8.11% | 减仓 |
 ROYAL BK CDA COMRY |
| 9.17% | 8.05% | $1,148.9万 | 5.6万股 | $922.9万 | 5.7万股 | -1,617股-2.83% | 减仓 |
 摩根大通JPM |
| 8.16% | 8.21% | $1,022.5万 | 3.1万股 | $940.5万 | 3.2万股 | -735股-2.30% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 6.88% | 7.33% | $861.5万 | 23.6万股 | $839.5万 | 23.2万股 | +3,671股+1.58% | 加仓 |
 亚马逊AMZN |
| 6.77% | 6.66% | $847.9万 | 3.6万股 | $763.4万 | 3.7万股 | -1,068股-2.91% | 减仓 |
 微软MSFT |
| 6.52% | 5.54% | $816.4万 | 2.2万股 | $634.5万 | 1.7万股 | +4,746股+27.69% | 加仓 |
 伊顿ETN |
| 5.77% | 5.15% | $722.9万 | 1.7万股 | $589.8万 | 1.6万股 | +473股+2.87% | 加仓 |
 Meta平台META |
| 4.13% | 6.36% | $517.2万 | 9,182股 | $729.4万 | 1.3万股 | -3,566股-27.97% | 减仓 |
 FIRST SOLAR COMFSLR |
| 3.96% | 3.69% | $496.0万 | 2.1万股 | $422.3万 | 2.1万股 | -390股-1.82% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 3.66% | 3.79% | $458.5万 | 5.3万股 | $434.1万 | 5.5万股 | -2,290股-4.14% | 减仓 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 3.34% | 2.99% | $418.5万 | 9.7万股 | $342.1万 | 9.5万股 | +1,783股+1.87% | 加仓 |
 天弘CLS |
| 2.92% | 2.45% | $366.2万 | 1.0万股 | $280.4万 | 9,959股 | +101股+1.01% | 加仓 |
 加拿大国家铁路CNI |
| 2.54% | 2.48% | $318.2万 | 2.7万股 | $283.7万 | 2.8万股 | -899股-3.25% | 减仓 |
 CAECAE |
| 2.49% | 2.8% | $311.3万 | 12.5万股 | $320.4万 | 12.3万股 | +1,267股+1.03% | 加仓 |
 VertivVRT |
| 2.33% | 3.43% | $292.3万 | 8,731股 | $392.9万 | 1.6万股 | -6,948股-44.31% | 减仓 |
 FERRARI COMRACE |
| 1.9% | — | $238.0万 | 6,394股 | $0 | 0股 | +6,394股 | 新买入 |
 RELX SPONSORED ADRRELX |
| 1.51% | 1.64% | $188.9万 | 6.0万股 | $188.0万 | 5.7万股 | +2,941股+5.19% | 加仓 |
