 英伟达NVDA |
| 5.39% | 4.9% | $7,035.6万 | 35.2万股 | $7,679.8万 | 41.2万股 | -6.0万股-14.61% | 减仓 |
 谷歌AGOOGL |
| 5.14% | 5.09% | $6,706.6万 | 18.8万股 | $7,972.8万 | 25.5万股 | -6.7万股-26.33% | 减仓 |
 微软MSFT |
| 3.98% | 5.24% | $5,189.3万 | 13.9万股 | $8,215.5万 | 17.0万股 | -3.1万股-18.11% | 减仓 |
 苹果AAPL |
| 3.9% | 3.97% | $5,095.0万 | 17.6万股 | $6,223.3万 | 22.9万股 | -5.3万股-23.08% | 减仓 |
 亚马逊AMZN |
| 3.2% | 2.85% | $4,172.1万 | 17.5万股 | $4,466.8万 | 19.4万股 | -1.8万股-9.54% | 减仓 |
 瑞银UBS |
| 2.9% | 3.04% | $3,785.6万 | 76.2万股 | $4,760.1万 | 102.0万股 | -25.8万股-25.29% | 减仓 |
 博通AVGO |
| 2.82% | 1.76% | $3,685.6万 | 9.8万股 | $2,754.3万 | 8.0万股 | +1.8万股+22.60% | 加仓 |
 Meta平台META |
| 2.5% | 2.83% | $3,259.4万 | 5.8万股 | $4,439.1万 | 6.7万股 | -9,387股-13.96% | 减仓 |
 礼来LLY |
| 2.1% | 1.39% | $2,739.9万 | 2.3万股 | $2,171.0万 | 2.0万股 | +2,642股+13.08% | 加仓 |
 应用材料AMAT |
| 2.1% | 0.69% | $2,735.0万 | 3.8万股 | $1,083.9万 | 4.2万股 | -4,347股-10.31% | 减仓 |
| IiShares安硕URTH |
| 2.08% | 1.63% | $2,716.6万 | 13.4万股 | $2,547.8万 | 13.7万股 | -3,246股-2.36% | 减仓 |
 台积电TSM |
| 1.85% | 0.86% | $2,418.5万 | 5.1万股 | $1,346.1万 | 4.4万股 | +6,346股+14.33% | 加仓 |
 阿斯利康AZN |
| 1.74% | 0.25% | $2,271.2万 | 12.1万股 | $393.4万 | 4.3万股 | +7.8万股+183.09% | 加仓 |
 VisaV |
| 1.44% | 2.02% | $1,886.2万 | 5.5万股 | $3,158.7万 | 9.0万股 | -3.5万股-38.96% | 减仓 |
 美光科技MU |
| 1.14% | 0.04% | $1,481.9万 | 1.3万股 | $58.3万 | 2,041股 | +1.1万股+529.01% | 加仓 |
 强生JNJ |
| 1.12% | 0.74% | $1,457.3万 | 5.7万股 | $1,157.8万 | 5.6万股 | +1,437股+2.57% | 加仓 |
 希尔顿HLT |
| 1.09% | 0.96% | $1,417.6万 | 4.3万股 | $1,496.9万 | 5.2万股 | -9,213股-17.68% | 减仓 |
 思科CSCO |
| 1.09% | 0.48% | $1,417.5万 | 12.1万股 | $745.9万 | 9.7万股 | +2.4万股+24.62% | 加仓 |
 FERRARI COMRACE |
| 1.04% | 0.84% | $1,356.7万 | 3.7万股 | $1,316.6万 | 3.5万股 | +1,410股+4.01% | 加仓 |
 TapestryTPR |
| 1.02% | 0.78% | $1,336.4万 | 9.1万股 | $1,229.1万 | 9.6万股 | -4,900股-5.09% | 减仓 |
 摩根大通JPM |
| 0.95% | 1.14% | $1,245.3万 | 3.8万股 | $1,787.7万 | 5.5万股 | -1.7万股-31.43% | 减仓 |
 VIKING ORD SHSVIK |
| 0.95% | 0.75% | $1,242.5万 | 11.9万股 | $1,171.8万 | 16.4万股 | -4.5万股-27.66% | 减仓 |
| CCRHCRH |
| 0.94% | 1.11% | $1,230.1万 | 11.5万股 | $1,741.7万 | 13.9万股 | -2.4万股-17.40% | 减仓 |
 万事达MA |
| 0.94% | 1.02% | $1,227.8万 | 2.4万股 | $1,598.6万 | 2.8万股 | -4,098股-14.63% | 减仓 |
 万豪MAR |
| 0.93% | 0.42% | $1,220.0万 | 3.3万股 | $659.6万 | 2.1万股 | +1.2万股+54.84% | 加仓 |
 LOGITECH INTL SHSLOGI |
| 0.93% | 0.92% | $1,215.5万 | 12.9万股 | $1,448.9万 | 14.1万股 | -1.1万股-8.05% | 减仓 |
| AAMRIZE SHSAMRZ |
| 0.93% | 1.12% | $1,211.4万 | 22.8万股 | $1,748.1万 | 31.8万股 | -9.0万股-28.21% | 减仓 |
 默沙东MRK |
| 0.92% | 0.88% | $1,205.3万 | 9.4万股 | $1,374.9万 | 13.1万股 | -3.7万股-28.19% | 减仓 |
 ERMENEGILDO ZEGNA N V ORD SHSZGN |
| 0.86% | 0.46% | $1,117.0万 | 85.8万股 | $724.6万 | 70.7万股 | +15.1万股+21.35% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 0.73% | 0.55% | $955.6万 | 20.7万股 | $862.4万 | 22.3万股 | -1.7万股-7.50% | 减仓 |
 卡特彼勒CAT |
| 0.72% | 0.51% | $943.3万 | 8,858股 | $796.9万 | 1.4万股 | -5,052股-36.32% | 减仓 |
 沃尔玛WMT |
| 0.71% | 0.57% | $929.1万 | 8.2万股 | $894.3万 | 8.0万股 | +1,760股+2.19% | 加仓 |
 科磊KLAC |
| 0.69% | 0.07% | $903.7万 | 3.0万股 | $104.7万 | 862股 | +2.9万股+3,374.83% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.52% | $902.4万 | 2.6万股 | $810.5万 | 2.6万股 | -291股-1.13% | 减仓 |
| IiShares安硕IEMG |
| 0.66% | 0.52% | $863.6万 | 10.4万股 | $811.3万 | 12.1万股 | -1.6万股-13.62% | 减仓 |
 伊顿ETN |
| 0.64% | 0.33% | $840.2万 | 2.0万股 | $510.6万 | 1.6万股 | +3,687股+23.00% | 加仓 |
| R拉夫劳伦RL |
| 0.64% | 0.74% | $829.3万 | 2.1万股 | $1,165.1万 | 3.3万股 | -1.2万股-37.30% | 减仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.89% | $824.2万 | 1.2万股 | $1,395.1万 | 2.2万股 | -1.0万股-46.07% | 减仓 |
 EAST WEST BANCORPEWBC |
| 0.63% | 0.35% | $823.7万 | 5.4万股 | $553.3万 | 4.9万股 | +4,651股+9.41% | 加仓 |
 埃克森美孚XOM |
| 0.61% | 0.95% | $800.8万 | 5.9万股 | $1,487.6万 | 12.4万股 | -6.5万股-52.62% | 减仓 |
 好市多COST |
| 0.61% | 0.64% | $793.1万 | 8,478股 | $1,000.6万 | 1.2万股 | -3,125股-26.93% | 减仓 |
 ALCON ORD SHSALC |
| 0.61% | 1% | $789.9万 | 11.7万股 | $1,561.1万 | 19.5万股 | -7.9万股-40.29% | 减仓 |
 可口可乐KO |
| 0.6% | 0.38% | $782.5万 | 9.6万股 | $600.7万 | 8.6万股 | +1.0万股+12.07% | 加仓 |
 GE航空GE |
| 0.6% | 0.4% | $780.5万 | 2.1万股 | $622.5万 | 2.0万股 | +675股+3.34% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.57% | 0.84% | $742.5万 | 9.0万股 | $1,312.2万 | 14.1万股 | -5.1万股-36.18% | 减仓 |
 宝洁PG |
| 0.56% | 0.98% | $725.7万 | 4.9万股 | $1,542.9万 | 10.8万股 | -5.8万股-54.03% | 减仓 |
 联合健康UNH |
| 0.54% | 0.53% | $702.0万 | 1.7万股 | $833.4万 | 2.5万股 | -8,356股-33.10% | 减仓 |
 AMER SPORTS INC COM SHSAS |
| 0.51% | 0.64% | $672.1万 | 19.9万股 | $1,004.0万 | 26.9万股 | -7.0万股-26.12% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.5% | 0.44% | $656.9万 | 3,870股 | $692.9万 | 3,440股 | +430股+12.50% | 加仓 |
 AMD超威AMD |
| 0.5% | 0.14% | $653.9万 | 1.1万股 | $219.3万 | 1.0万股 | +1,018股+9.94% | 加仓 |
