| CCENOVUS ENERGY COMCVE |
| 10.18% | 10.44% | $3,418.9万 | 137.8万股 | $3,460.8万 | 130.4万股 | +7.4万股+5.64% | 加仓 |
 英伟达NVDA |
| 4.46% | 3.97% | $1,498.4万 | 7.5万股 | $1,317.8万 | 7.6万股 | -675股-0.89% | 减仓 |
 ANTERO RESOURCESAR |
| 3.83% | 4.69% | $1,284.7万 | 36.6万股 | $1,555.6万 | 36.7万股 | -941股-0.26% | 减仓 |
| HHIMS & HERS HEALTHHIMS |
| 3.8% | 3.28% | $1,277.0万 | 36.8万股 | $1,087.9万 | 52.4万股 | -15.6万股-29.71% | 减仓 |
 伊顿ETN |
| 3.53% | 3.05% | $1,186.9万 | 2.8万股 | $1,009.7万 | 2.8万股 | -378股-1.34% | 减仓 |
| B巴里克黄金GOLD |
| 3.05% | 3.49% | $1,024.3万 | 27.9万股 | $1,158.2万 | 28.4万股 | -5,051股-1.78% | 减仓 |
 森科能源SU |
| 3.03% | 3.77% | $1,018.1万 | 19.0万股 | $1,250.1万 | 18.9万股 | +579股+0.31% | 加仓 |
 瑞思迈RMD |
| 2.84% | 3.33% | $953.2万 | 4.9万股 | $1,102.4万 | 4.9万股 | -199股-0.41% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.48% | 1.84% | $831.2万 | 9.1万股 | $610.2万 | 9.4万股 | -3,300股-3.49% | 减仓 |
 CULLEN FROST BANKERSCFR |
| 2.46% | 2.2% | $826.5万 | 5.3万股 | $730.8万 | 5.3万股 | +180股+0.34% | 加仓 |
 雷蒙德詹姆斯RJF |
| 2.23% | 2.18% | $748.1万 | 4.9万股 | $722.7万 | 5.0万股 | -701股-1.40% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.15% | 1.71% | $722.0万 | 7.9万股 | $568.0万 | 6.2万股 | +1.7万股+27.10% | 加仓 |
 康明斯CMI |
| 2.06% | 1.58% | $690.1万 | 9,676股 | $523.7万 | 9,733股 | -57股-0.59% | 减仓 |
 ExpediaEXPE |
| 2.01% | 1.88% | $676.2万 | 4.1万股 | $621.7万 | 4.3万股 | -1,915股-4.41% | 减仓 |
 PAYCHEX COMPAYX |
| 1.92% | 1.88% | $645.1万 | 6.6万股 | $623.1万 | 6.8万股 | -2,030股-3.00% | 减仓 |
 EOG资源EOG |
| 1.92% | 2.14% | $643.3万 | 5.0万股 | $707.9万 | 4.9万股 | +617股+1.26% | 加仓 |
 埃克森美孚XOM |
| 1.84% | 2.26% | $616.2万 | 4.5万股 | $748.3万 | 4.4万股 | +963股+2.18% | 加仓 |
 优步UBER |
| 1.82% | 1.83% | $611.7万 | 8.5万股 | $606.8万 | 8.4万股 | +410股+0.49% | 加仓 |
 诺和诺德NVO |
| 1.75% | 1.33% | $588.7万 | 12.3万股 | $442.4万 | 12.0万股 | +2,413股+2.00% | 加仓 |
| FFASTENAL COMFAST |
| 1.73% | 1.71% | $581.8万 | 12.1万股 | $567.1万 | 12.2万股 | -1,085股-0.89% | 减仓 |
 直觉外科ISRG |
| 1.68% | 1.92% | $562.8万 | 1.4万股 | $638.2万 | 1.4万股 | +307股+2.22% | 加仓 |
 阿斯麦ASML |
| 1.67% | 0.9% | $561.4万 | 2,822股 | $300.0万 | 2,271股 | +551股+24.26% | 加仓 |
| SSPROTT FDS TRURNM |
| 1.66% | 2.07% | $556.8万 | 10.6万股 | $684.7万 | 10.8万股 | -2,551股-2.35% | 减仓 |
 CARLISLE COSCSL |
| 1.6% | 1.47% | $535.7万 | 1.5万股 | $488.2万 | 1.5万股 | +135股+0.92% | 加仓 |
 诺华NVS |
| 1.57% | 1.59% | $527.0万 | 3.4万股 | $527.8万 | 3.5万股 | -926股-2.68% | 减仓 |
| AAPA公司APA |
| 1.48% | 1.71% | $496.5万 | 15.2万股 | $566.2万 | 13.3万股 | +1.9万股+14.25% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.47% | 1.6% | $495.2万 | 15.5万股 | $530.8万 | 15.8万股 | -3,412股-2.16% | 减仓 |
 德州仪器TXN |
| 1.47% | 0.99% | $492.3万 | 1.7万股 | $327.1万 | 1.7万股 | -336股-1.99% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 1.35% | 1.64% | $454.6万 | 15.1万股 | $544.9万 | 15.4万股 | -3,068股-2.00% | 减仓 |
 ONEOKOKE |
| 1.33% | 1.43% | $444.9万 | 5.1万股 | $473.6万 | 5.2万股 | -1,225股-2.34% | 减仓 |
 CHURCH & DWIGHTCHD |
| 1.18% | 1.16% | $396.7万 | 4.1万股 | $385.7万 | 4.1万股 | -385股-0.93% | 减仓 |
 Arista网络ANET |
| 1.16% | 0.85% | $390.6万 | 2.3万股 | $281.8万 | 2.3万股 | +41股+0.18% | 加仓 |
 林德LIN |
| 1.08% | 1.07% | $362.6万 | 6,987股 | $356.4万 | 7,189股 | -202股-2.81% | 减仓 |
 ADOBE COMADBE |
| 0.99% | 1.17% | $332.0万 | 1.6万股 | $388.4万 | 1.6万股 | +214股+1.34% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.84% | $308.5万 | 8,732股 | $277.0万 | 9,656股 | -924股-9.57% | 减仓 |
| HHDFC BANKHDB |
| 0.81% | 0.8% | $271.4万 | 10.5万股 | $264.0万 | 10.6万股 | -1,011股-0.95% | 减仓 |
 ROSS STORES COMROST |
| 0.8% | 0.83% | $267.7万 | 1.3万股 | $276.5万 | 1.3万股 | -185股-1.45% | 减仓 |
 纽蒙特NEM |
| 0.78% | 0.93% | $261.5万 | 2.8万股 | $307.8万 | 2.8万股 | -436股-1.53% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.76% | 0.79% | $256.2万 | 4,866股 | $261.4万 | 4,653股 | +213股+4.58% | 加仓 |
| CCOGNEXCGNX |
| 0.76% | 0.54% | $254.0万 | 3.5万股 | $180.6万 | 3.7万股 | -1,781股-4.83% | 减仓 |
 SPROTT INC COM NEWSII |
| 0.69% | 0.89% | $232.3万 | 2.1万股 | $294.8万 | 2.1万股 | +46股+0.22% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.62% | 0.52% | $207.1万 | 4.0万股 | $172.7万 | 4.6万股 | -5,700股-12.40% | 减仓 |
 ZOETIS CL AZTS |
| 0.6% | 0.91% | $199.9万 | 2.8万股 | $303.3万 | 2.6万股 | +2,160股+8.42% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.58% | 0.45% | $194.7万 | 1.6万股 | $148.0万 | 1.6万股 | +179股+1.13% | 加仓 |
 再生元REGN |
| 0.57% | 0.7% | $191.7万 | 3,074股 | $232.9万 | 3,014股 | +60股+1.99% | 加仓 |
 美光科技MU |
| 0.57% | 0.17% | $191.6万 | 1,660股 | $56.1万 | 1,660股 | 00.00% | 持仓不变 |
 NORDSONNDSN |
| 0.54% | 0.5% | $182.8万 | 6,059股 | $164.5万 | 6,184股 | -125股-2.02% | 减仓 |
 SABINE RTY TR UNIT BEN INTSBR |
| 0.5% | 0.52% | $169.1万 | 2.3万股 | $174.0万 | 2.3万股 | 00.00% | 持仓不变 |
 TOYOTA MOTOR ADSTM |
| 0.5% | 0.74% | $168.6万 | 1.0万股 | $243.8万 | 1.2万股 | -1,817股-15.36% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.48% | 0.55% | $161.3万 | 3,577股 | $181.6万 | 3,474股 | +103股+2.96% | 加仓 |
