| LLANVIN LIMITE |
| 29.56% | 34.22% | $1.32亿 | 9,033.4万股 | $1.36亿 | 9,033.4万股 | 00.00% | 持仓不变 |
 BUTTERFLY NETWORKBFLY |
| 19.31% | 10.86% | $8,617.8万 | 1,023.5万股 | $4,329.5万 | 1,071.7万股 | -48.2万股-4.49% | 减仓 |
| CCHAGEECHA |
| 12.2% | 21.62% | $5,445.3万 | 584.9万股 | $8,616.3万 | 740.9万股 | -156.0万股-21.05% | 减仓 |
| KKKR & COMKKR |
| 4.53% | 5.12% | $2,020.4万 | 5,070.0万股 | $2,039.2万 | 5,070.0万股 | 00.00% | 持仓不变 |
| XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR |
| 4.21% | 4.26% | $1,876.8万 | 51.2万股 | $1,698.2万 | 52.0万股 | -8,324股-1.60% | 减仓 |
 Ares管理ARES |
| 2.93% | 3.24% | $1,309.1万 | 3,572.0万股 | $1,292.3万 | 3,572.0万股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 2.8% | — | $1,249.3万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.96% | — | $876.7万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IiShares安硕信托IEUR |
| 1.82% | — | $811.6万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 英伟达NVDA |
| 0.98% | 0.65% | $439.1万 | 2.2万股 | $260.5万 | 1.5万股 | +7,010股+46.94% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.96% | — | $430.6万 | 6,720股 | $0 | 0股 | +6,720股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.93% | — | $416.2万 | 6,060股 | $0 | 0股 | +6,060股 | 新买入 |
 台积电TSM |
| 0.92% | 0.55% | $409.9万 | 8,582股 | $217.6万 | 6,439股 | +2,143股+33.28% | 加仓 |
 谷歌AGOOGL |
| 0.86% | 0.92% | $383.6万 | 1.1万股 | $365.3万 | 1.3万股 | -1,967股-15.49% | 减仓 |
 MORGAN STANLEY DIRECT LENDING COM SHSMSDL |
| 0.81% | 0.84% | $363.4万 | 24.0万股 | $335.6万 | 24.0万股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.73% | 2.18% | $326.7万 | 4.3万股 | $868.6万 | 9.5万股 | -5.1万股-54.25% | 减仓 |
 博通AVGO |
| 0.73% | 0.12% | $324.8万 | 8,597股 | $47.1万 | 1,523股 | +7,074股+464.48% | 加仓 |
 康宁GLW |
| 0.71% | 0.17% | $318.9万 | 1.2万股 | $68.0万 | 5,000股 | +7,483股+149.66% | 加仓 |
| GGlobal X基金AIQ |
| 0.61% | 0.49% | $273.5万 | 4.2万股 | $194.6万 | 4.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.6% | 0.59% | $266.4万 | 1.1万股 | $233.4万 | 1.1万股 | -28股-0.25% | 减仓 |
 LumentumLITE |
| 0.54% | — | $242.6万 | 2,827股 | $0 | 0股 | +2,827股 | 新买入 |
| HHYPERFINE INCHYPR |
| 0.53% | 0.47% | $235.2万 | 174.2万股 | $188.1万 | 174.2万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.5% | 0.16% | $223.4万 | 3,845股 | $65.1万 | 3,202股 | +643股+20.08% | 加仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 0.49% | 0.53% | $220.4万 | 9.1万股 | $212.4万 | 8.9万股 | +2,070股+2.34% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.49% | 0.45% | $219.5万 | 2.9万股 | $178.6万 | 2.7万股 | +1,909股+6.96% | 加仓 |
 京东JD |
| 0.44% | 0.5% | $197.5万 | 200.0万股 | $199.8万 | 200.0万股 | 00.00% | 持仓不变 |
| AAURORA MOBILE LTDJG |
| 0.43% | 0.71% | $190.4万 | 40.5万股 | $283.2万 | 40.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托FXI |
| 0.42% | 0.51% | $189.1万 | 6.0万股 | $205.0万 | 5.7万股 | +2,745股+4.81% | 加仓 |
 德康医疗DXCM |
| 0.42% | 0.46% | $187.3万 | 200.0万股 | $184.8万 | 200.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.42% | 0.38% | $186.5万 | 6,208股 | $153.3万 | 6,183股 | +25股+0.40% | 加仓 |
 Global PaymentsGPN |
| 0.4% | 0.44% | $180.3万 | 200.0万股 | $176.3万 | 200.0万股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.38% | — | $167.7万 | 1,658股 | $0 | 0股 | +1,658股 | 新买入 |
 ITTITT |
| 0.33% | — | $147.3万 | 7,448股 | $0 | 0股 | +7,448股 | 新买入 |
 GeneracGNRC |
| 0.33% | — | $146.6万 | 5,005股 | $0 | 0股 | +5,005股 | 新买入 |
 迈威尔MRVL |
| 0.33% | 0.18% | $145.7万 | 4,890股 | $72.3万 | 7,299股 | -2,409股-33.00% | 减仓 |
| EETF系列解决方案QTUM |
| 0.29% | 0.25% | $131.4万 | 7,943股 | $97.8万 | 9,116股 | -1,173股-12.87% | 减仓 |
 英特尔INTC |
| 0.28% | 0.13% | $125.3万 | 8,974股 | $50.9万 | 1.2万股 | -2,560股-22.20% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.28% | 0.17% | $124.0万 | 3,121股 | $67.5万 | 2,121股 | +1,000股+47.15% | 加仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.25% | — | $113.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 卡特彼勒CAT |
| 0.23% | 0.17% | $104.1万 | 978股 | $69.3万 | 978股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.23% | 0.35% | $103.7万 | 1.5万股 | $139.7万 | 1.5万股 | 00.00% | 持仓不变 |
| VVanEck Russia ETFBBH |
| 0.23% | 0.17% | $103.6万 | 1.2万股 | $66.8万 | 7,594股 | +4,112股+54.15% | 加仓 |
 NVENT ELECTRICNVT |
| 0.22% | — | $96.6万 | 5,693股 | $0 | 0股 | +5,693股 | 新买入 |
 艾伯维ABBV |
| 0.22% | 0.21% | $96.1万 | 3,817股 | $83.0万 | 3,817股 | 00.00% | 持仓不变 |
| N纳斯达克NDAQ |
| 0.19% | 0.43% | $85.4万 | 1.1万股 | $172.8万 | 2.0万股 | -9,516股-46.76% | 减仓 |
 WASTE MGMT DELWM |
| 0.19% | 0.22% | $83.6万 | 3,749股 | $86.1万 | 3,749股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.16% | 0.14% | $70.6万 | 3,377股 | $55.6万 | 3,377股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.16% | 0.12% | $69.6万 | 350股 | $46.2万 | 350股 | 00.00% | 持仓不变 |
| QQUANTUM SI INC COM CL AQSI |
| 0.15% | 0.14% | $65.8万 | 74.4万股 | $57.6万 | 74.4万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.14% | 0.46% | $64.3万 | 1,548股 | $181.6万 | 6,711股 | -5,163股-76.93% | 减仓 |
