| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 16.38% | 13.36% | $1.41亿 | 669.5万股 | $1.07亿 | 571.3万股 | +98.2万股+17.18% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 14.74% | 14.62% | $1.27亿 | 445.2万股 | $1.17亿 | 451.5万股 | -6.3万股-1.39% | 减仓 |
 Meta平台META |
| 11.82% | — | $1.02亿 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 英伟达NVDA |
| 11.27% | 10.78% | $9,722.9万 | 48.6万股 | $8,620.8万 | 49.4万股 | -8,388股-1.70% | 减仓 |
 高盛GS |
| 7.38% | — | $6,371.6万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 NEBIUSNBIS |
| 6.4% | — | $5,523.4万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| CCRHCRH |
| 6.01% | — | $5,189.5万 | 48.5万股 | $0 | 0股 | +48.5万股 | 新买入 |
 IRENIREN |
| 4.32% | — | $3,727.0万 | 81.5万股 | $0 | 0股 | +81.5万股 | 新买入 |
 GOLAR LNG LTD SHSGLNG |
| 2.59% | 2.3% | $2,238.7万 | 44.9万股 | $1,837.9万 | 34.0万股 | +11.0万股+32.24% | 加仓 |
 亚马逊AMZN |
| 2.39% | 2.14% | $2,060.2万 | 8.6万股 | $1,710.2万 | 8.2万股 | +4,325股+5.27% | 加仓 |
| EENSIGNENSG |
| 2.38% | 1.4% | $2,056.7万 | 12.8万股 | $1,122.0万 | 5.6万股 | +7.3万股+130.43% | 加仓 |
 微软MSFT |
| 2.21% | 2.19% | $1,904.6万 | 5.1万股 | $1,749.7万 | 4.7万股 | +3,791股+8.02% | 加仓 |
 MOHAWK INDSMHK |
| 1.88% | 1.23% | $1,624.2万 | 13.4万股 | $986.8万 | 10.0万股 | +3.4万股+33.57% | 加仓 |
 福克斯FOXA |
| 1.8% | 2.09% | $1,551.0万 | 33.1万股 | $1,668.3万 | 31.4万股 | +1.7万股+5.40% | 加仓 |
 LIBERTY LIVELLYVK |
| 1.43% | 1.28% | $1,231.3万 | 12.2万股 | $1,026.8万 | 11.2万股 | +9,548股+8.52% | 加仓 |
 CAL MAINE FOODS COM NEWCALM |
| 1.37% | 2.02% | $1,184.9万 | 14.7万股 | $1,613.5万 | 20.4万股 | -5.7万股-27.85% | 减仓 |
| BBEL FUSEBELFA |
| 0.95% | 0.78% | $816.8万 | 2.8万股 | $627.3万 | 3.5万股 | -6,766股-19.43% | 减仓 |
| BBBB FOODSTBBB |
| 0.84% | — | $726.1万 | 17.4万股 | $0 | 0股 | +17.4万股 | 新买入 |
 优步UBER |
| 0.84% | 0.83% | $723.7万 | 10.0万股 | $666.8万 | 9.3万股 | +7,597股+8.20% | 加仓 |
| B伯乐生命医学BIO |
| 0.76% | 3.41% | $660.1万 | 2.2万股 | $2,724.1万 | 9.8万股 | -7.5万股-77.00% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 0.73% | — | $628.5万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| AANDERSENANDG |
| 0.26% | 0.2% | $226.3万 | 6.0万股 | $163.2万 | 6.0万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.23% | — | $196.9万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
| NNEPTUNE INSNP |
| 0.18% | 0.15% | $159.1万 | 5.1万股 | $122.2万 | 5.1万股 | 00.00% | 持仓不变 |
| CCURBLINE PPTYSCURB |
| 0.18% | — | $152.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 联合健康UNH |
| 0.15% | 0.16% | $129.1万 | 3,106股 | $123.9万 | 4,580股 | -1,474股-32.18% | 减仓 |
| BBOBS DISC FURNITUREBOBS |
| 0.13% | 0.18% | $113.9万 | 7.2万股 | $143.4万 | 12.2万股 | -5.0万股-40.98% | 减仓 |
 HUMANA COMHUM |
| 0.11% | 0.13% | $98.3万 | 2,475股 | $107.3万 | 6,187股 | -3,712股-60.00% | 减仓 |
 Elevance健康ELV |
| 0.11% | 0.14% | $94.9万 | 2,453股 | $115.2万 | 3,935股 | -1,482股-37.66% | 减仓 |
| YYESWAY INCYSWY |
| 0.06% | — | $52.8万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| OONCE UPON A FARM PBCOFRM |
| 0.05% | 0.04% | $41.0万 | 2.0万股 | $32.7万 | 2.0万股 | 00.00% | 持仓不变 |
| GGRUPO AEROMEXICO SAB DE CVAERO |
| 0.04% | 0.04% | $36.0万 | 2.0万股 | $28.0万 | 2.0万股 | 00.00% | 持仓不变 |
