 亚马逊AMZN |
| 6.98% | 4.8% | $1.97亿 | 82.9万股 | $1.17亿 | 56.2万股 | +26.8万股+47.65% | 加仓 |
 微软MSFT |
| 5.99% | 4.76% | $1.69亿 | 45.5万股 | $1.16亿 | 31.3万股 | +14.1万股+45.12% | 加仓 |
 阿里巴巴BABA |
| 4.29% | 6.03% | $1.21亿 | 126.5万股 | $1.47亿 | 117.1万股 | +9.4万股+8.01% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 3.98% | 4.56% | $1.13亿 | 243.9万股 | $1.11亿 | 278.6万股 | -34.7万股-12.47% | 减仓 |
| BBANK OF AMERBAC |
| 2.62% | 2.63% | $7,423.1万 | 130.4万股 | $6,433.3万 | 131.6万股 | -1.2万股-0.89% | 减仓 |
 FLOOR & DECORFND |
| 2.59% | 2.29% | $7,325.8万 | 123.5万股 | $5,607.7万 | 110.1万股 | +13.5万股+12.24% | 加仓 |
 COINBASE GLOBALCOIN |
| 2.58% | 10.29% | $7,286.9万 | 49.9万股 | $2.51亿 | 143.6万股 | -93.7万股-65.25% | 减仓 |
 NetEase, Inc. ADRNTES |
| 2.21% | — | $6,245.3万 | 48.8万股 | $0 | 0股 | +48.8万股 | 新买入 |
 斯伦贝谢SLB |
| 2.2% | 3.25% | $6,229.9万 | 134.2万股 | $7,947.7万 | 154.2万股 | -20.1万股-13.01% | 减仓 |
 BP SPONSORED ADRBP |
| 2.12% | 4.05% | $5,997.6万 | 162.5万股 | $9,889.1万 | 209.8万股 | -47.3万股-22.55% | 减仓 |
| SSOLVENTUM COM SHSSOLV |
| 2.12% | 2.3% | $5,983.8万 | 77.6万股 | $5,631.9万 | 86.0万股 | -8.4万股-9.71% | 减仓 |
 森科能源SU |
| 1.92% | 2.72% | $5,423.7万 | 101.0万股 | $6,638.6万 | 100.4万股 | +5,684股+0.57% | 加仓 |
 LAMAR ADVERTISINGLAMR |
| 1.86% | 1.76% | $5,269.6万 | 33.8万股 | $4,299.7万 | 33.8万股 | -283股-0.08% | 减仓 |
| BBROWN FORMANBF.B |
| 1.82% | 2.96% | $5,142.8万 | 193.2万股 | $7,243.5万 | 273.2万股 | -80.0万股-29.28% | 减仓 |
 FULL TRUCK ALLIANCEYMM |
| 1.64% | — | $4,642.7万 | 572.4万股 | $0 | 0股 | +572.4万股 | 新买入 |
| EEQUINOX GOLDEQX |
| 1.63% | 2.44% | $4,604.9万 | 473.6万股 | $5,969.9万 | 412.7万股 | +61.0万股+14.77% | 加仓 |
 埃克森美孚XOM |
| 1.52% | 2.24% | $4,290.8万 | 31.4万股 | $5,473.7万 | 32.2万股 | -7,482股-2.33% | 减仓 |
 TRIP COMTCOM |
| 1.51% | — | $4,278.5万 | 107.5万股 | $0 | 0股 | +107.5万股 | 新买入 |
 JD COM INCJD |
| 1.38% | — | $3,912.5万 | 153.7万股 | $0 | 0股 | +153.7万股 | 新买入 |
 BOOKING COMBKNG |
| 1.36% | 1.06% | $3,845.7万 | 21.6万股 | $2,595.3万 | 6,147股 | +21.0万股+3,413.84% | 加仓 |
 EXPAND ENERGYEXE |
| 1.35% | — | $3,830.7万 | 42.1万股 | $0 | 0股 | +42.1万股 | 新买入 |
 标普全球SPGI |
| 1.35% | — | $3,814.3万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 联合太平洋铁路UNP |
| 1.35% | 1.68% | $3,804.2万 | 14.0万股 | $4,118.3万 | 16.9万股 | -2.9万股-17.27% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.3% | — | $3,689.8万 | 47.5万股 | $0 | 0股 | +47.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.29% | 0.18% | $3,648.3万 | 7.3万股 | $432.5万 | 9,000股 | +6.4万股+711.00% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.27% | 1.26% | $3,578.1万 | 14.5万股 | $3,075.9万 | 14.7万股 | -1,910股-1.30% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.18% | 1.21% | $3,342.5万 | 38.6万股 | $2,954.6万 | 37.5万股 | +1.2万股+3.11% | 加仓 |
 嘉信理财SCHW |
| 1.17% | — | $3,303.5万 | 35.8万股 | $0 | 0股 | +35.8万股 | 新买入 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 1.17% | 1.65% | $3,302.5万 | 51.8万股 | $4,033.4万 | 53.3万股 | -1.5万股-2.76% | 减仓 |
 SIGNET JEWELERS LIMITEDSIG |
| 1.1% | 0.79% | $3,102.2万 | 36.0万股 | $1,932.3万 | 22.8万股 | +13.3万股+58.27% | 加仓 |
 EAGLE MATLSEXP |
| 1.05% | 0.08% | $2,966.2万 | 13.2万股 | $202.6万 | 1.1万股 | +12.1万股+1,137.95% | 加仓 |
 辉瑞PFE |
| 0.96% | 1.32% | $2,708.3万 | 112.6万股 | $3,237.7万 | 115.0万股 | -2.4万股-2.07% | 减仓 |
 华纳兄弟探索WBD |
| 0.87% | 0.63% | $2,451.2万 | 92.1万股 | $1,545.1万 | 56.1万股 | +35.9万股+64.06% | 加仓 |
| GGALIANO GOLDGAU |
| 0.86% | 1.35% | $2,424.5万 | 1,299.5万股 | $3,307.2万 | 1,322.5万股 | -23.0万股-1.74% | 减仓 |
| AARIS MNGARIS |
| 0.85% | 1.42% | $2,390.8万 | 160.6万股 | $3,475.8万 | 187.3万股 | -26.7万股-14.26% | 减仓 |
| EELDORADO GOLD NEWEGO |
| 0.74% | 1.27% | $2,093.3万 | 67.4万股 | $3,096.4万 | 89.9万股 | -22.5万股-25.05% | 减仓 |
 金罗斯黄金KGC |
| 0.73% | 0.42% | $2,064.7万 | 87.4万股 | $1,017.5万 | 33.2万股 | +54.2万股+162.96% | 加仓 |
 迪士尼DIS |
| 0.72% | 0.24% | $2,036.5万 | 21.2万股 | $592.3万 | 6.1万股 | +15.1万股+245.65% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.71% | — | $1,999.3万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| VVENTURE GLOBAL INC CLASS AVG |
| 0.7% | 0.3% | $1,988.9万 | 178.9万股 | $728.3万 | 46.1万股 | +132.8万股+288.23% | 加仓 |
 FLUORFLR |
| 0.7% | — | $1,965.8万 | 37.6万股 | $0 | 0股 | +37.6万股 | 新买入 |
 COOPER COSCOO |
| 0.68% | 0.63% | $1,924.0万 | 26.9万股 | $1,550.1万 | 21.6万股 | +5.2万股+24.25% | 加仓 |
| CCOEUR MNGCDE |
| 0.67% | 0.3% | $1,905.3万 | 116.9万股 | $722.2万 | 38.4万股 | +78.5万股+204.34% | 加仓 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.67% | 0.45% | $1,882.5万 | 108.3万股 | $1,108.1万 | 75.6万股 | +32.7万股+43.28% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.64% | 0.87% | $1,806.6万 | 22.8万股 | $2,121.8万 | 29.2万股 | -6.3万股-21.71% | 减仓 |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 0.6% | — | $1,696.3万 | 141.5万股 | $0 | 0股 | +141.5万股 | 新买入 |
| OOCEANAGOLD CORP COM NEWOGC |
| 0.59% | — | $1,671.5万 | 66.8万股 | $0 | 0股 | +66.8万股 | 新买入 |
| SSSR MINING INSSRM |
| 0.58% | 0.88% | $1,647.3万 | 58.3万股 | $2,157.2万 | 73.2万股 | -14.9万股-20.30% | 减仓 |
 AUTOLIVALV |
| 0.56% | — | $1,589.8万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
| B巴里克黄金GOLD |
| 0.56% | 0.96% | $1,584.2万 | 43.2万股 | $2,337.6万 | 57.1万股 | -14.0万股-24.44% | 减仓 |
