 诺华NVS |
| 14.6% | 17.06% | $2,408.7万 | 15.4万股 | $2,628.1万 | 17.2万股 | -1.8万股-10.67% | 减仓 |
 阿斯利康AZN |
| 13.66% | 18.6% | $2,253.5万 | 11.9万股 | $2,865.5万 | 14.5万股 | -2.6万股-18.21% | 减仓 |
 HSBC SPON ADR NEWHSBC |
| 12.31% | 11.31% | $2,030.3万 | 21.4万股 | $1,741.3万 | 21.1万股 | +2,419股+1.15% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 9% | 5.47% | $1,485.0万 | 74.0万股 | $842.5万 | 40.7万股 | +33.3万股+81.89% | 加仓 |
| DDEUTSCHE BK |
| 8.97% | — | $1,479.4万 | 43.8万股 | $0 | 0股 | +43.8万股 | 新买入 |
 ALCON ORD SHSALC |
| 7.15% | — | $1,178.9万 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
 诺和诺德NVO |
| 7.13% | 8.48% | $1,175.9万 | 24.5万股 | $1,306.7万 | 35.6万股 | -11.0万股-31.02% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 5.03% | 6.66% | $829.2万 | 11.1万股 | $1,025.8万 | 29.7万股 | -18.6万股-62.71% | 减仓 |
| R力拓BBP |
| 4.98% | 8.09% | $820.8万 | 8.6万股 | $1,245.7万 | 13.4万股 | -4.7万股-35.25% | 减仓 |
 SAP SPON ADRSAP |
| 4.8% | 5.65% | $792.3万 | 5.1万股 | $870.2万 | 5.1万股 | +589股+1.16% | 加仓 |
 壳牌SHEL |
| 4.55% | 5.82% | $750.3万 | 9.7万股 | $896.6万 | 9.6万股 | +362股+0.38% | 加仓 |
| SSEADRILLSDRL |
| 2.17% | 4.76% | $357.4万 | 9.5万股 | $733.0万 | 16.1万股 | -6.7万股-41.34% | 减仓 |
 台积电TSM |
| 0.63% | 0.48% | $103.5万 | 2,168股 | $73.3万 | 2,168股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.58% | 0.5% | $96.0万 | 2,687股 | $77.4万 | 2,690股 | -3股-0.11% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.44% | $74.6万 | 2,278股 | $67.0万 | 2,278股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.34% | 0.3% | $55.8万 | 1,406股 | $45.5万 | 1,430股 | -24股-1.68% | 减仓 |
 加拿大国家铁路CNI |
| 0.3% | 0.28% | $49.2万 | 4,125股 | $42.4万 | 4,125股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 0.29% | 0.29% | $47.8万 | 5,952股 | $44.3万 | 5,952股 | 00.00% | 持仓不变 |
| MMPLXFFUT |
| 0.29% | 0.31% | $47.7万 | 8,464股 | $48.3万 | 8,464股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.27% | 0.36% | $44.1万 | 3,223股 | $54.7万 | 3,223股 | 00.00% | 持仓不变 |
 CASEYS GEN STORESCASY |
| 0.25% | 0.26% | $41.1万 | 517股 | $39.7万 | 545股 | -28股-5.14% | 减仓 |
 LPL金融LPLA |
| 0.25% | 0.28% | $40.4万 | 1,436股 | $43.9万 | 1,459股 | -23股-1.58% | 减仓 |
 波音BA |
| 0.24% | 0.25% | $39.8万 | 1,838股 | $37.9万 | 1,903股 | -65股-3.42% | 减仓 |
 雅培ABT |
| 0.24% | — | $39.5万 | 4,352股 | $0 | 0股 | +4,352股 | 新买入 |
 LAUDER ESTEE COS CL AEL |
| 0.24% | 0.22% | $39.5万 | 5,000股 | $33.4万 | 4,659股 | +341股+7.32% | 加仓 |
 艺康ECL |
| 0.22% | 0.22% | $36.4万 | 1,301股 | $34.2万 | 1,283股 | +18股+1.40% | 加仓 |
| RRENTOKIL INITIALRTO |
| 0.21% | 0.22% | $35.3万 | 1.2万股 | $33.2万 | 1.1万股 | +1,791股+16.97% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.21% | 0.21% | $34.0万 | 4,117股 | $32.8万 | 4,117股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.2% | — | $33.4万 | 4,423股 | $0 | 0股 | +4,423股 | 新买入 |
 VisaV |
| 0.19% | 0.18% | $32.0万 | 933股 | $27.9万 | 924股 | +9股+0.97% | 加仓 |
 优步UBER |
| 0.17% | 0.18% | $27.6万 | 3,818股 | $27.5万 | 3,818股 | 00.00% | 持仓不变 |
 STELLANTIS N.V SHSSTLA |
| 0.1% | 2.94% | $16.7万 | 2.9万股 | $452.2万 | 63.8万股 | -60.9万股-95.45% | 减仓 |
