 VisaV |
| 4.79% | 4.4% | $535.2万 | 1.6万股 | $424.6万 | 1.4万股 | +1,550股+11.03% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 4.73% | 5.89% | $528.4万 | 6.3万股 | $568.8万 | 7.6万股 | -1.3万股-16.70% | 减仓 |
| T赛默飞世尔TMO |
| 4.1% | 3.57% | $458.7万 | 9,150股 | $344.1万 | 7,000股 | +2,150股+30.71% | 加仓 |
 亚马逊AMZN |
| 4.01% | 3.15% | $448.1万 | 1.9万股 | $304.1万 | 1.5万股 | +4,200股+28.77% | 加仓 |
 穆迪MCO |
| 3.75% | 3.16% | $419.0万 | 9,250股 | $305.4万 | 7,000股 | +2,250股+32.14% | 加仓 |
| IiShares安硕·MSCI MEXICO ETFEWW |
| 3.6% | 4.17% | $402.7万 | 5.4万股 | $402.5万 | 5.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.22% | 3.02% | $359.8万 | 6,387股 | $291.0万 | 5,087股 | +1,300股+25.56% | 加仓 |
 台积电TSM |
| 3.16% | — | $353.4万 | 7,400股 | $0 | 0股 | +7,400股 | 新买入 |
| I景顺交易所交易基金IITAN |
| 2.86% | 2.08% | $319.4万 | 5.4万股 | $200.6万 | 3.6万股 | +1.8万股+50.00% | 加仓 |
| SSEA SPONSORD ADSSE |
| 2.43% | — | $271.2万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 应用材料AMAT |
| 2.43% | 3.01% | $271.1万 | 3,750股 | $290.5万 | 8,500股 | -4,750股-55.88% | 减仓 |
| RREPLIGENRGEN |
| 2.29% | — | $256.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 2.21% | 2.43% | $247.0万 | 5.0万股 | $234.2万 | 5.0万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 2.16% | — | $241.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 2.13% | — | $238.3万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 ShopifySHOP |
| 2.05% | — | $229.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 科磊KLAC |
| 2% | 2.38% | $223.3万 | 7,400股 | $229.7万 | 1,560股 | +5,840股+374.36% | 加仓 |
| WWARBY PARKERWRBY |
| 1.91% | 1.54% | $213.9万 | 7.1万股 | $148.5万 | 7.1万股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 1.88% | 2.73% | $210.5万 | 4,350股 | $263.8万 | 8,900股 | -4,550股-51.12% | 减仓 |
 CRANE NXTCXT |
| 0.56% | — | $62.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| QQualysQLYS |
| 0.54% | — | $60.0万 | 4,366股 | $0 | 0股 | +4,366股 | 新买入 |
 PAGAYA TECHNOLOGIESPGY |
| 0.54% | 0.48% | $59.9万 | 3.3万股 | $46.3万 | 4.0万股 | -6,962股-17.51% | 减仓 |
| IINSIGHT ENTERPRISESNSIT |
| 0.53% | — | $59.7万 | 4,899股 | $0 | 0股 | +4,899股 | 新买入 |
| RRINGCENTRALRNG |
| 0.53% | — | $59.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 CONSENSUS CLOUD SOLUTIONS INCCSI |
| 0.53% | — | $59.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 CDWCDW |
| 0.52% | 0.45% | $58.5万 | 4,160股 | $43.3万 | 3,577股 | +583股+16.30% | 加仓 |
 EURONET WORLDWIDEEEFT |
| 0.52% | 0.46% | $58.2万 | 7,950股 | $44.6万 | 6,721股 | +1,229股+18.29% | 加仓 |
 GoDaddyGDDY |
| 0.52% | — | $58.1万 | 6,848股 | $0 | 0股 | +6,848股 | 新买入 |
| FFIVE9FIVN |
| 0.52% | — | $57.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 0.52% | 0.47% | $57.9万 | 6,716股 | $45.3万 | 1.0万股 | -3,350股-33.28% | 减仓 |
 达维塔DVA |
| 0.52% | 0.48% | $57.6万 | 2,590股 | $46.2万 | 3,003股 | -413股-13.75% | 减仓 |
| BBLACKBAUDBLKB |
| 0.51% | — | $57.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| WWEXWEX |
| 0.51% | 0.47% | $57.0万 | 4,043股 | $45.4万 | 2,967股 | +1,076股+36.27% | 加仓 |
 CARGURUSCARG |
| 0.51% | 0.47% | $56.9万 | 1.7万股 | $44.9万 | 1.3万股 | +3,495股+26.50% | 加仓 |
 ADOBE COMADBE |
| 0.51% | 0.48% | $56.6万 | 2,759股 | $46.4万 | 1,907股 | +852股+44.68% | 加仓 |
 捷普JBL |
| 0.5% | 0.46% | $56.4万 | 1,464股 | $44.8万 | 1,686股 | -222股-13.17% | 减仓 |
| VVIEMED HEALTHCARE INC COMVMD |
| 0.5% | 0.46% | $56.4万 | 4.9万股 | $43.9万 | 4.8万股 | +1,770股+3.71% | 加仓 |
 PHOTRONICSPLAB |
| 0.5% | — | $56.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 PC CONNECTIONCNXN |
| 0.5% | — | $56.1万 | 7,680股 | $0 | 0股 | +7,680股 | 新买入 |
| DDIEBOLD NIXDORFDBD |
| 0.5% | 0.45% | $55.9万 | 6,572股 | $43.3万 | 5,736股 | +836股+14.57% | 加仓 |
 EPLUSPLUS |
| 0.5% | 0.45% | $55.8万 | 6,699股 | $43.5万 | 5,784股 | +915股+15.82% | 加仓 |
 KEARNY FINL CORP MD COMKRNY |
| 0.5% | 0.46% | $55.7万 | 5.9万股 | $44.5万 | 5.9万股 | 00.00% | 持仓不变 |
| CCASS INFORMATION SYSCASS |
| 0.5% | — | $55.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 CorpayCPAY |
| 0.49% | 0.46% | $55.3万 | 1,660股 | $44.6万 | 1,531股 | +129股+8.43% | 加仓 |
| IIBEX LTD SHS NEWIBEX |
| 0.49% | 0.47% | $54.7万 | 1.8万股 | $45.3万 | 1.7万股 | +1,140股+6.75% | 加仓 |
 BELDENBDC |
| 0.49% | 0.44% | $54.7万 | 4,559股 | $42.5万 | 3,698股 | +861股+23.28% | 加仓 |
 赛富时CRM |
| 0.49% | — | $54.6万 | 3,488股 | $0 | 0股 | +3,488股 | 新买入 |
 SKYWESTSKYW |
| 0.49% | 0.49% | $54.6万 | 5,492股 | $47.2万 | 5,142股 | +350股+6.81% | 加仓 |
 OSI SYSTEMSOSIS |
| 0.49% | — | $54.3万 | 2,485股 | $0 | 0股 | +2,485股 | 新买入 |
| CCOLLEGIUM PHARMACEUTICALCOLL |
| 0.48% | 0.47% | $54.2万 | 1.5万股 | $44.9万 | 1.4万股 | +1,392股+10.25% | 加仓 |
