 ZTO EXPRESS CAYMANZTO |
| 10.97% | 12.65% | $4,462.9万 | 199.4万股 | $5,019.2万 | 199.4万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 5.05% | 2.01% | $2,052.6万 | 1.8万股 | $799.2万 | 2.4万股 | -5,874股-24.83% | 减仓 |
 泛林集团LRCX |
| 4.95% | 2.5% | $2,012.3万 | 4.6万股 | $992.2万 | 4.6万股 | 00.00% | 持仓不变 |
 TRIP COMTCOM |
| 3.45% | 4.77% | $1,402.1万 | 35.2万股 | $1,890.6万 | 38.0万股 | -2.8万股-7.32% | 减仓 |
| DDINGDONG CAYMANDDL |
| 3.08% | 4.2% | $1,251.9万 | 648.7万股 | $1,667.0万 | 648.7万股 | 00.00% | 持仓不变 |
| NNOAHNOAH |
| 2.44% | 2.48% | $992.6万 | 99.4万股 | $983.7万 | 99.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.43% | 2.04% | $989.2万 | 2.6万股 | $810.5万 | 2.6万股 | 00.00% | 持仓不变 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 2.22% | 2.48% | $903.6万 | 21.0万股 | $985.3万 | 27.5万股 | -6.5万股-23.64% | 减仓 |
 阿斯利康AZN |
| 2.21% | 2.35% | $899.7万 | 4.8万股 | $931.9万 | 4.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.14% | 1.78% | $868.9万 | 2.5万股 | $705.4万 | 2.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 2% | 1.92% | $813.6万 | 6.3万股 | $761.6万 | 6.3万股 | 00.00% | 持仓不变 |
 APOGEE THERAPEUTICSAPGE |
| 1.9% | 1.24% | $774.0万 | 5.8万股 | $490.8万 | 5.8万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.86% | 1.65% | $757.5万 | 3.0万股 | $654.7万 | 3.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.74% | 1.71% | $706.8万 | 2.8万股 | $680.3万 | 2.8万股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 1.57% | 1.56% | $637.0万 | 4.0万股 | $619.5万 | 4.0万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 1.47% | 2.02% | $598.4万 | 7.8万股 | $801.6万 | 7.8万股 | 00.00% | 持仓不变 |
 COGENT BIOSCIENCESCOGT |
| 1.47% | 1.09% | $596.8万 | 15.4万股 | $431.3万 | 11.2万股 | +4.2万股+37.62% | 加仓 |
 瑞银UBS |
| 1.43% | 1.13% | $583.5万 | 11.8万股 | $449.7万 | 11.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.39% | 1.24% | $564.1万 | 2.8万股 | $491.7万 | 2.8万股 | 00.00% | 持仓不变 |
| IIMMUNOVANTIMVT |
| 1.37% | 1.14% | $557.4万 | 14.5万股 | $451.5万 | 18.2万股 | -3.7万股-20.41% | 减仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 1.3% | 1.02% | $527.8万 | 6.5万股 | $406.0万 | 6.5万股 | 00.00% | 持仓不变 |
 IDEAYA BIOSCIENCESIDYA |
| 1.27% | 0.77% | $517.0万 | 13.9万股 | $305.3万 | 9.2万股 | +4.7万股+51.37% | 加仓 |
 IQVIAIQV |
| 1.27% | 1.15% | $516.1万 | 2.7万股 | $455.5万 | 2.7万股 | 00.00% | 持仓不变 |
 H WORLDHTHT |
| 1.21% | 1.5% | $492.3万 | 11.8万股 | $593.4万 | 11.8万股 | 00.00% | 持仓不变 |
| VVERA THERAPEUTICSVERA |
| 1.2% | 1.15% | $487.8万 | 11.4万股 | $457.4万 | 11.4万股 | 00.00% | 持仓不变 |
 STRUCTURE THERAPEUTICSGPCR |
| 1.19% | 0.81% | $485.0万 | 9.0万股 | $322.3万 | 6.7万股 | +2.3万股+35.14% | 加仓 |
 VisaV |
| 1.18% | 1.14% | $480.3万 | 1.4万股 | $453.4万 | 1.5万股 | -1,000股-6.67% | 减仓 |
 卡特彼勒CAT |
| 1.18% | 1.52% | $479.2万 | 4,500股 | $602.2万 | 8,500股 | -4,000股-47.06% | 减仓 |
 ROGERS COMMUNICATIONSRCI |
| 1.18% | 1.42% | $478.6万 | 14.7万股 | $564.0万 | 14.7万股 | 00.00% | 持仓不变 |
 AMER SPORTS INC COM SHSAS |
| 1.16% | 1.24% | $473.8万 | 14.0万股 | $493.8万 | 15.0万股 | -1.0万股-6.67% | 减仓 |
 KROGER COMKR |
| 1.11% | 1.11% | $451.5万 | 8.1万股 | $439.5万 | 6.1万股 | +2.1万股+33.85% | 加仓 |
 科磊KLAC |
| 1.08% | 0.54% | $439.9万 | 1.5万股 | $214.7万 | 1,458股 | +1.3万股+900.00% | 加仓 |
 卡梅科CCJ |
| 1.06% | 1.16% | $431.4万 | 4.2万股 | $460.0万 | 4.2万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.03% | 0.37% | $418.8万 | 7,210股 | $146.7万 | 7,210股 | 00.00% | 持仓不变 |
 ARCUS BIOSCIENCESRCUS |
| 1.02% | 0.73% | $413.8万 | 13.4万股 | $289.9万 | 13.4万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.94% | 1.14% | $380.7万 | 1.9万股 | $451.4万 | 1.9万股 | 00.00% | 持仓不变 |
 FLOOR & DECORFND |
| 0.91% | 0.86% | $371.0万 | 6.3万股 | $342.9万 | 6.8万股 | -5,000股-7.41% | 减仓 |
 Meta平台META |
| 0.9% | 0.72% | $366.1万 | 6,500股 | $286.1万 | 5,000股 | +1,500股+30.00% | 加仓 |
| PPALISADE BIOPALI |
| 0.89% | 0.54% | $361.8万 | 173.1万股 | $215.5万 | 123.1万股 | +49.9万股+40.56% | 加仓 |
| DDUTCH BROSBROS |
| 0.88% | 0.67% | $359.1万 | 5.0万股 | $266.0万 | 5.3万股 | -2,500股-4.76% | 减仓 |
 FICOFICO |
| 0.88% | 0.91% | $358.4万 | 3,000股 | $363.0万 | 3,400股 | -400股-11.76% | 减仓 |
 GE VernovaGEV |
| 0.88% | 0.67% | $358.0万 | 3,047股 | $266.0万 | 3,047股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.87% | 0.95% | $352.7万 | 1.0万股 | $378.2万 | 1.2万股 | -1,500股-13.04% | 减仓 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.82% | 1.14% | $333.6万 | 4.6万股 | $450.6万 | 4.6万股 | 00.00% | 持仓不变 |
| EE L F BEAUTYELF |
| 0.82% | 1.11% | $333.0万 | 4.5万股 | $439.4万 | 7.3万股 | -2.8万股-37.93% | 减仓 |
| CCAVACAVA |
| 0.81% | 0.92% | $329.6万 | 4.2万股 | $364.1万 | 4.5万股 | -3,000股-6.67% | 减仓 |
| DDEFINIUM THERAPEUTICSDFTX |
| 0.81% | 0.33% | $329.3万 | 7.0万股 | $132.3万 | 7.0万股 | 00.00% | 持仓不变 |
 ROIVANT SCIENCESROIV |
| 0.8% | 0.65% | $327.0万 | 9.2万股 | $255.9万 | 9.2万股 | 00.00% | 持仓不变 |
 环联TRU |
| 0.79% | 0.78% | $321.7万 | 4.5万股 | $308.6万 | 4.5万股 | 00.00% | 持仓不变 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.78% | 0.51% | $318.3万 | 1.7万股 | $202.4万 | 2.1万股 | -3,819股-18.35% | 减仓 |
