 VanEck ETF信托SMH |
| 66.18% | — | $25.37亿 | 626.5万股 | $0 | 0股 | +626.5万股 | 新买入 |
 PAYPAL COMPYPL |
| 15.76% | 56.82% | $6.04亿 | 1,404.9万股 | $8.73亿 | 944.8万股 | +460.2万股+48.71% | 加仓 |
 史丹利百得SWK |
| 7.6% | 19.61% | $2.91亿 | 255.8万股 | $3.01亿 | 266.0万股 | -10.2万股-3.82% | 减仓 |
 阿里巴巴BABA |
| 2.61% | 0.6% | $1.00亿 | 104.4万股 | $923.7万 | 6.3万股 | +98.1万股+1,566.93% | 加仓 |
| VV FVFC |
| 1.79% | 5.45% | $6,881.9万 | 451.8万股 | $8,378.7万 | 351.7万股 | +100.1万股+28.46% | 加仓 |
| BBAXTER INTLBAX |
| 0.77% | 2% | $2,941.3万 | 143.0万股 | $3,075.2万 | 123.8万股 | +19.2万股+15.49% | 加仓 |
 HORMEL FOODSHRL |
| 0.65% | 1.86% | $2,499.6万 | 114.4万股 | $2,850.5万 | 103.5万股 | +10.9万股+10.56% | 加仓 |
 辉瑞PFE |
| 0.56% | 1.59% | $2,141.1万 | 106.8万股 | $2,435.6万 | 90.1万股 | +16.7万股+18.47% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.54% | 1.35% | $2,066.4万 | 21.3万股 | $2,076.3万 | 20.8万股 | +5,526股+2.66% | 加仓 |
 ADVANCE AUTO PARTSAAP |
| 0.5% | 1.55% | $1,902.6万 | 35.0万股 | $2,375.7万 | 38.3万股 | -3.3万股-8.71% | 减仓 |
 登士柏西诺德XRAY |
| 0.45% | 0.76% | $1,721.4万 | 162.2万股 | $1,169.6万 | 100.8万股 | +61.4万股+60.91% | 加仓 |
| PPAPA JOHNS INTLPZZA |
| 0.42% | 0.75% | $1,609.6万 | 42.6万股 | $1,145.1万 | 33.3万股 | +9.3万股+27.95% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.3% | 0.45% | $1,142.4万 | 14.2万股 | $685.6万 | 9.2万股 | +5.0万股+54.33% | 加仓 |
| QQXOQXO |
| 0.23% | 0.4% | $900.1万 | 52.1万股 | $612.8万 | 31.6万股 | +20.5万股+65.06% | 加仓 |
 COOPER STDCPS |
| 0.23% | 0.6% | $891.9万 | 33.0万股 | $924.2万 | 33.2万股 | -1,881股-0.57% | 减仓 |
 GXO LOGISTICS INCORPORATEDGXO |
| 0.23% | 0.37% | $867.0万 | 15.0万股 | $575.4万 | 11.0万股 | +4.0万股+36.21% | 加仓 |
| NNOVNOV |
| 0.21% | 0.62% | $816.8万 | 42.7万股 | $944.9万 | 48.9万股 | -6.2万股-12.69% | 减仓 |
 迪士尼DIS |
| 0.19% | 0.5% | $730.6万 | 6.7万股 | $765.8万 | 6.8万股 | -1,283股-1.88% | 减仓 |
 COMSTOCK RESCRK |
| 0.18% | 0.29% | $677.3万 | 45.4万股 | $450.5万 | 21.4万股 | +24.0万股+112.41% | 加仓 |
 ETSY COMETSY |
| 0.16% | 1.59% | $594.6万 | 7.9万股 | $2,443.7万 | 37.8万股 | -29.9万股-79.12% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 0.13% | 0.09% | $504.8万 | 6.5万股 | $143.2万 | 2.1万股 | +4.4万股+213.03% | 加仓 |
 波音BA |
| 0.1% | 0.25% | $385.9万 | 1.8万股 | $390.4万 | 2.0万股 | -1,787股-9.11% | 减仓 |
| B百度BIDU |
| 0.05% | 0.13% | $193.6万 | 1.7万股 | $203.2万 | 1.8万股 | -1,300股-7.13% | 减仓 |
| CCANADA GOOSEGOOS |
| 0.04% | 0.09% | $150.9万 | 15.9万股 | $144.9万 | 13.2万股 | +2.7万股+20.19% | 加仓 |
| G通用动力VTI |
| 0.03% | 0.06% | $101.9万 | 2,755股 | $93.5万 | 2,916股 | -161股-5.52% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.03% | 0.06% | $100.1万 | 1.2万股 | $95.7万 | 1.2万股 | -710股-5.72% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.02% | 0.06% | $92.4万 | 9,584股 | $89.9万 | 1.0万股 | -550股-5.43% | 减仓 |
| IiShares安硕信托TLT |
| 0.02% | 1.54% | $89.0万 | 1.0万股 | $2,367.2万 | 23.8万股 | -22.7万股-95.65% | 减仓 |
| IiShares安硕信托TIP |
| 0.02% | 0.04% | $65.3万 | 5,967股 | $67.0万 | 6,067股 | -100股-1.65% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.01% | 0.03% | $49.2万 | 8,241股 | $47.2万 | 8,735股 | -494股-5.66% | 减仓 |
